• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Oaugnj innovate14 master_card_nontraditionalhyperion
 

Oaugnj innovate14 master_card_nontraditionalhyperion

on

  • 27 views

 

Statistics

Views

Total Views
27
Views on SlideShare
27
Embed Views
0

Actions

Likes
0
Downloads
0
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Oaugnj innovate14 master_card_nontraditionalhyperion Oaugnj innovate14 master_card_nontraditionalhyperion Presentation Transcript

    • ©2013 MasterCard. Proprietary Key Hyperion Solutions Delivered at MasterCard Non-Traditional Use of Hyperion Jonah Rufus William & Vandana Perla Page 1 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Table of Contents Topic 1 MasterCard’s Financial Systems Team 2 Business Processes Managed In Hyperion Hyperion Foot Print3 Slide 3 4 5 Hyperion Evolution4 6 5 Non Traditional Use of Hyperion Appendix6 7 - 14 16 - 17 Page 2 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential MasterCard’s Financial Systems Team Reporting into Worldwide Finance, our mission is to partner with the business to enhance productivity and deliver solutions that drive value by leveraging processes, systems and information capabilities. We are not an IT function. We execute based on our deep understanding of the synergy between technologies and leading business practices. • Opportunity Assessment • Process Optimization • Functional Requirements • Fit / Gap Analysis • System Selection • Governance, Risk and Compliance • Solution Design • Implementation & Training • Configuration Mgm’t. • Infrastructure Management • Instance Management • Maintenance • Architecture Design • Code Development • System & QA Testing • Data Security Compliance • Backup • Disaster Recovery Financial Systems MasterCard Technologies • Identify Project • Assess Current State • Envision Future State • Build Business Case • Business Requirements • Champion Change Business Teams Page 3 May 13, 2014
    • ©2011 MasterCard. Proprietary and Confidential Business Processes Managed In Hyperion Our current Hyperion Platform supports 7 core business processes, 12 business units/departments and 15 Hyperion Applications using 11 Modules of Hyperion. Page 4 May 13, 2014 Strategic Planning Annual Budget Quarterly Forecast Monthly Close & Payroll Integration Profitability Analytics Cross Border Exposure BusinessUnits/ Departments Hyperion Applications Hyperion Modules • FP&A • IMK Corporate • IMK Europe • IMK Latin America • IMK MEA & ASP • North America • LFI • Controllers • O&T • GP&S • Advisors • Tax • Treasury • Strategic Planning • Product P&L • Mgmt. Reporting • Planning • Essbase BSO • SmartView • EPMA • Revenue • Expense • WFP • Mgmt. Reporting • Planning • Essbase BSO • Essbase ASO • SmartView • EPMA • FR/WA • FDM • ODI • MaxL • MDX • Revenue • Expense • WFP • Mgmt. Reporting • D&A • Mgmt. Reporting • Commitment Collection • Local Reporting • Essbase ASO • EPMA • FDM • MaxL • MDX • SmartView • FR/WA • EIS • FP&A • IMK Europe • IMK Latin America • IMK MEA & ASP • North America • GP&S • Product P&L • COS • Expense • Attribute Reporting • Essbase BSO • Essbase ASO • FDM • MaxL • MDX • SmartView • FR/WA • Ranzal Extractor • FP&A • Treasury • Mgmt. Reporting • Local Currency Exposure • Essbase ASO • EPMA • MaxL • SmartView Business Process Supported in Hyperion 121511
    • ©2011 MasterCard. Proprietary and Confidential Hyperion Tech. Footprint @ MasterCard Our focus is to simplify and standardize on a common and scalable Hyperion platform. We deliver; Planning, Budgeting, Forecasting, Profitability Analytics and Integrated Reporting, in support of Corp. Performance Mgmt. May 13, 2014 Page 5 Expense Module Revenue Module CapEx Planning * Workforce Planning Source Systems-(5) Oracle Financials | Op. Metrics | WorkDay | Payroll | Others Management Reporting Module Strategic Planning Module Customer Profitability Module (COS) 11.1.2.1 Product Profitability Module (POS) 11.1.2.1 Hyperion Data Entry & Reporting Tools-(3) Financial Reports| Web Analysis | SmartView (Excel Based) Hyperion Core Modules-(15) Hyperion – FDM | Hyperion ODI Hyperion Data Loading Tools-(2) * Not Operational LC Driver FX Calcs. Attribute Reporting Module Local Currency Exposure Module Commitment 11.1.1.3 Payroll Analytics 11.1.1.3 D & A Local Actual Entity Mapping eBiz Stats
    • ©2011 MasterCard. Proprietary and Confidential Key Contributors Of Success 1 Vision 6 Partnership (Internal & External) 2 Philosophy 7 Communication 3 Methodology 8 Support Structure 4 Governance 9 Change Management 5 Team Composition 10 Roll Out Approach Hyperion Evolution @ MasterCard * Cumulative number of users ~ 500 May 13, 2014 Page 6 Revenue Expense Mgmt. Reporting Entity Mapping Work Force Product P&L 2011 2012 2013 2014 Local Currency Driver Local Currency Exposure FX FTE SPA - II Implementation Stabilization Expansion Budget Breakout Performance Tuning 2015 Commitment Lights Out Automation StratPlan Customer P&L 2010 Payroll Renovation 2016 - Hyperion Upgrade - Execute on Pipeline Items: • Entity Redesign • Revenue Model Redesign • Fully Loaded P&L • Restatements in Hyperion • Planning by Product • Monthly Product P&L D&A Revenue Attribute Local Actual Non Traditional Use Application Automation / Enhancement / Project
    • ©2011 MasterCard. Proprietary and Confidential Key Contributors Of Success 1 Vision 6 Partnership (Internal & External) 2 Philosophy 7 Communication 3 Methodology 8 Support Structure 4 Governance 9 Change Management 5 Team Composition 10 Roll Out Approach Visibility Time Peak of Inflated Expectations Plateau of Productivity Slope of Enlightenment Trough of Disillusionment Technology Trigger Gap Managed Through Change Management Hyperion Evolution @ MasterCard * Cumulative number of users ~ 500 May 13, 2014 Page 7 Revenue Expense Mgmt. Reporting Entity Mapping Work Force Product P&L 2011 2012 2013 2014 Local Currency Driver Local Currency Exposure FX FTE SPA - II Implementation Stabilization Expansion Budget Breakout Performance Tuning 2015 Commitment Lights Out Automation StratPlan Customer P&L 2010 Payroll Renovation 2016 - Hyperion Upgrade - Execute on Pipeline Items: • Entity Redesign • Revenue Model Redesign • Fully Loaded P&L • Restatements in Hyperion • Planning by Product • Monthly Product P&L D&A Revenue Attribute Local Actual Non Traditional Use Application Automation / Enhancement / Project
    • ©2014 MasterCard. Proprietary and Confidential Non Traditional Use Of Hyperion 1 Entity Mapping Module 2 Lights Out (Automation Through Work Space) Commitment Collection For 10K/Q3 Detailed Payroll Reporting4 5 4 Yr. Depreciation & Amortization Schedule Local Book P&L Reporting in Hyperion6 GL Ready File For Acquisitions Through FDM7 Page 8 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Entity Mapping Module Enables collection and consolidation of entity mapping, leveraging Hyperion Planning’s inherent functionality to collect data. • Excel based data collection • Excel based data consolidation • Excel …, Excel …, Excel … • Configured FDM to provide entities with predefined defaults • End Users provide mapping via Hyperion Planning based web forms 55 • Self contained with in Hyperion • Use of Workflow to manage submissions • Eliminates back and forth emails • Consolidation is done in the tool • Leverage FDM, Planning to their capacity • End user error minimized • Easy to export and publish • Centrally stored for future reference Traditional Non Traditional Benefits ~50Global Users ~ 4 Man Months Saved Centrally Per Year 90% Users would like to eliminate the need to Map Excel Files Eliminated Page 9 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Lights Out (Automation Through Work Space) Resource optimization and moving work offshore were key drivers in developing this self guided approach to managing day to day, operational support. • Solution integrates with FDM, calc manager, excel reports • Workspace is the front end, familiar to functional admins • No need to run a batch job which becomes a black box, over time • Dependency on DBAs is eliminated • 80% of both budget and forecast process automation • Low Hyperion Suite knowledge • Automated logs at every stage • Ability to execute on a 24 X 7 cycle established • Reduce time required by MasterCard Admins during set up • Generally Batch Jobs using DOS or Unix • Automations through MaxL • Use Windows Scheduler • Running form EAS • EPMA Work Space based • Process Executed & Reviewed from the Front End 10 ~150 touch points reduced to ~ 20 Global Users ~ 1 Man Month / Year Saved Centrally 90% Quarterly Forecast Set Up automated and run through front end Traditional Non Traditional Benefits Page 10 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Commitment Collection For 10K/Q In order to eliminate the need to collect 10K/10Q commentary for Note 16 via Excel, the inherent data collection functionality of Hyperion Planning was extended to the Controllers team globally. • Consistent across all the Hyperion Modules • Built in versioning • Eliminates back and forth emails • Consolidation is done in the tool • In built currency conversion • Easy to export and publish • Centrally stored for future reference • Easy to audit since all the content is in one central spot • Standardized process and categories • Excel based data collection • Excel based data consolidation • Excel …, Excel …, Excel … • Hyperion Planning based model • Leverage Workflow • Define a process (quarterly & annual) 45 ~20Global Users ~ 1 Man Month Saved Per Year Built and rolled out in less than 30days Excel Files Eliminated Traditional Non Traditional Benefits Page 11 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Detailed Payroll Reporting Hyperion based solution to report payroll data in local currency and transfer summarized data to GL and record monthly payroll transactions. • Central repository for workforce planning and payroll reporting • Role based secured environment using familiar tools • Ability to compare Actual and Forecast for payroll data • Inherent capability to create summary reports by available dimensions (Division, Process Level, employee etc.) • Do not have to depend on different teams to acquire data • Opportunity to produce FTE reports on a monthly basis and make it available in Management Reporting • No manual reports are extracted and sent to users • Since Hyperion & Oracle is tightly integrated, data errors have gone down • Mostly Access / Excel based • Use of Relational technology / Data Warehouses • Reporting is basic table form • Hyperion EIS – MOLAP model • All details in Relational Tables • Summary in ASO • Ability to drill to detail via EIS connection • Provides GL journals for Payroll data 75 ~75Global Users ~ 3 Man Days Saved Centrally Per Month 120 country Payroll, 3 different providers Excel Reports Eliminated Traditional Non Traditional Benefits Page 12 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential 4 Yr. Depreciation & Amortization Schedule Driving continued process efficiencies, to review D&A globally, lead to building an ASO model to support 48 Month D&A schedule in local and Reporting (USD) currency, including non financial Asset information. • Central repository for D&A • Built in versioning with 4 year of projections • Eliminates back and forth emails • Consolidation is done in the tool • In built currency conversion • Consistency across all the Hyperion Modules • Both Local and Reporting currency • Transparency at Corporate level • Beyond financials, additional information such as Vendor, Purchase order and asset properties • Backup for planning submissions • Ran ~ 90 Fixed Assets ebiz reports • Exported to Excel, converted to reporting currency • Excel based data consolidation • Excel …, Excel …, Excel … • Create Hyperion ASO model • Stores both financial and asset information • Automated pull form all required FA books • Automated currency conversion to Reporting 90 ~45Global Users ~ 3 Man Months Saved Per Year Centrally Built and rolled out in less than 15days Excel Reports Eliminated Traditional Non Traditional Benefits Page 13 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Local Book P&L Reporting in Hyperion Tax team leverages Hyperion for the interim and year end provision calculation, as part of the process they run local currency P&Ls form eBiz for ~ 20 countries. ASO seemed to be a good fit to house local actuals. • Leverage FDM, EPMA to their capacity • One tool to report local, functional and Reporting data • Easy reporting and comparison • Same level of security • Eliminates the need to train on multiple reporting tools • Only Functional and Reporting data • For Local currency data use eBiz • Different tools GL Wand, FSG, Smart View • Built an ASO module for Local Currency reporting ~20100 Global Users ~ 10 Man Days Per Month Saved Centrally Built and rolled out in less than 15days Excel Reports Eliminated Traditional Non Traditional Benefits Page 14 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential GL Ready File For Acquisitions Through FDM In order to speed up the M&A Integration process, balances are integrated much sooner using FDM’s inherent capability to map and generate an output which conforms to GL Interface format. • Leverage FDM • Single Hyperion tool • No Hyperion user will manage the process • Integrated with eBiz • Multiple acquisitions can use the same integration • Access or Excel based journal entry process • Leverage FDM to do the mapping and export of a GL ready file ~202 Central Users ~ 1Man Day Per Month Saved Centrally Built and rolled out in less than 30days Excel JE creation Eliminated Traditional Non Traditional Benefits Page 15 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Q & A Page 16 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Appendix Page 17 May 13, 2014
    • ©2014 MasterCard. Proprietary and Confidential Key Contributors Of Success 1 Vision Hyperion will be the Global EPM Platform at MasterCard. 6 Partnership (Internal & External) Ownership of success/failure should exist across business, systems and consulting / support partners. 2 Philosophy Extend the use of tools for applications beyond what it is intended for, design should consider people, process and technology. 7 Communication Voice of the Customer, SME meeting on a monthly basis, Structure request process …. 3 Methodology What Fits - iterative, agile, prototyping methodology with the right level of controls and governance. 8 Support Structure Clearly identified teams, communication lines with escalation path should be established 4 Governance With in Worldwide finance, Oracle, Hyperion and Billing are the key tools, exhaust its use before buying new software. 9 Change Management This is required from the inception of the project and will continue past implementation, key is to recognize that every endeavor has a Hype Cycle to be managed. 5 Team Composition Look for right skills, process knowledge …, big difference is Attitude. “Bringing the right people together, makes a big difference – Priceless” 10 Roll Out Approach The key is to make sure the expectation is managed, users are trained, the system is well tested and the support teams are aligned to provide their services. Page 18 May 13, 2014