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Oaugnj innovate14 oracle_drm Oaugnj innovate14 oracle_drm Presentation Transcript

  • Enterprise Data Governance Data Relationship Management (DRM) May 16, 2014 Matt West Solutions Architect
  • Agenda  Overview on the Business Problem  Hierarchy Management Solution  Product Demonstration  Questions
  • What is Hierarchy and Reference Data Management? DIMENSION HIERARCHY and RELATIONSHIPS ACTIVE DATA GOVERNANCE Enterprise Hierarchy Reference Data Management
  • • Charts of accounts:  Support multiple accounting standards (IFRS, US GAAP) • Profit / Cost centers • Allocation hierarchies • Tax alignment hierarchies • Costing structures FINANCIAL • Organization hierarchies • Legal entity structures • Suppliers / vendors / customers • Location hierarchies • Business segmentation • Sales channels • Agents • Distribution / Work Group • Cross-dimensional mappings • Intercompany mappings • ‘Alternate’ roll-up structures • Consolidated external reporting • Support multiple jurisdictions ORGANIZATIONAL ANALYTICAL Enterprise Hierarchy & Reference Data Measures of value, cost, and, really, anything that lends itself well to being managed in a hierarchical format • Classify transactional & analytical data – usually hierarchical in nature • Often reflect how the enterprise measures value or cost • Often shared across multiple business functions & systems • Can be Hierarchies AND Attributes/Properties AND related mappings OPERATIONAL • Product hierarchies • Security Access hierarchies • Approval hierarchies • Reference data structures • ID mappings / relationships • IT project structures & resource allocation • Compensation & HR hierarchies
  • Typical Change process
  • What is the Business Impact? PSFT Consolidation EBS r12 SAPJDE Data WarehousePlanning • Business measures differ • Inaccurate reporting • Discrepancies caused by manual intervention • High reconciliation costs • Risks in compliance YTD Revenue $13,169,129 YTD Revenue $13,160,016 YTD Revenue $12,120,023 YTD Revenue $13,986,256 YTD Revenue $13,169,889 YTD Revenue $12,876,248 YTD Revenue $11,998,587
  • Oracle Data Relationship Management Enterprise Dimension Governance Consolidation Data Warehouse PeopleSoft JDE EBS R12 SAP Immediate Feedback Enterprise Dimension Governance Planning
  • Key Use Cases for DRM Where does DRM have greatest impact/value? 1. Enterprise Structure / Dimension / Hierarchy Management – Change management of complex dimensions, hierarchies, and mappings – Alternate hierarchies of varying granularity – Ability to reconcile systems with different reporting structures 2. Chart of Accounts Change Re-Design and On-going Management – Manage entire lifecycle of COA re-design process including collaboration – Manage corporate COA along with decentralized COA’s – Ability to managing future and what-if models 3. ERP Migrations, Multiple EPM/GL instances, System Implementations – Adds, updates and deletes of accounts, entities and cost centers need to be replicated across multiple systems – Map legacy applications to corporate standards 4. M&A and Reorganizations – Manage the hierarchy and system consolidation process – Test the impact of possible future reorganizations 5. Compliance & Audit – All changes in audit history – Compare hierarchies through time to report and analyze differences
  • System Consolidations, Upgrades, M&A Activity, etc. Typical Process for Projects Trial Data Load Trial Data Load Deploy New Structure(s)New Structure New Sys Legacy SAP Current Structure Legacy Sys1 V1 Current Structure Legacy Sys2 V1 Future Structure V1 Mapping – Legacy Sys1 to New Sys V2 to V2.0 V2 to V2.0 Manual Extract Manual Extract Project Team V1.1V1.2 Mapping Exercise Mapping Exercise Current State V2 V2 V2.0 Brute Force JDE Mapping – Legacy Sys2 to New Sys
  • Trial Data Load Trial Data Load System Consolidations, Upgrades, M&A Activity, etc. Process w/ DRM NEW System Legacy SAP Current State Future State Future Structure Current Structure Legacy Sys1 Current Structure Legacy Sys2 • Extract • Import • Compare • Blend w/ New • Map Old to New • Synchronize Automated Export • Upgrade • Migration • Co-existence • Consolidation Project Team Mapping Exercise Mapping – Legacy Sys1 to New Mapping – LegacySys2 to New team collaboration JDE
  • Demonstration Flow DRM Operational Value for Projects, Ongoing Maintenance, & Other Use Cases Submit Change Request Enrich/Approve - Enforce Rules & Automate Values Commit Changes Hierarchy Properties Audit Support Multiple Systems
  • Key Takeaways 1. One location for Hierarchy Change Management • Single Source of Truth for hierarchies, relationships, maps, attributes • Not just for EPM…. BI, ERP, DW too! • Governance enforced via easy-to-configure workflows 2. Foundational and Flexible • Synchronize change across the entire enterprise • Reduce manual reconciliation & "rogue" hierarchy management • Manage Alternate hierarchies, what-if scenarios • Easily update configuration as business needs change 3. Rapid Deployment and Accelerator • Configuration based – not coded solution • Rollout hierarchies, re-orgs, etc., much quicker