Oracle Live EPM Webcast: Enterprise Dimension Management


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Oracle Live EPM Webcast: Enterprise Dimension Management

  1. 1. 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  2. 2. Hyperion Data RelationshipManagementEnterprise Dimension ManagementEmanuele Stridacchio, Principal Sales Consultant 2 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  3. 3. Agenda Introduction DRM – Why? DRM - Features Live demo Q&A3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  4. 4. Managing Change in the Real-Time Enterprise Real-time Enterprises implement processes to ensure that the information provided to employees, customers, suppliers, and partners is current and consistent across all systems, minimizing manual and ad-hoc batch information processes. To achieve this, systems for a Real Time Enterprise must be “adaptable” to change and accept “change as the process”. Vinod Khosla Venture Capitalist, Entrepreneur & Co-founder, Sun Microsystems4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  5. 5. A Single Change Impacts Many Systems Flexibility and agility are the hallmarks of the Real-time [Agile] Enterprise SCM Mantas CRM HR / HCM Reveleus ERP (EBS, SAP, Other iFlex Dimensions Reference Master Data Data Hierarchies Data Warehouses Multi-dimensional and Data Marts Other • Essbase • Oracle • XML • Oracle OLAP • SQL Server • Excel • Microsoft • DB2 • Text • SAP BW • Teradata5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  6. 6. What is DRM? System of Record for all Enterprise Hierarchies Web Web G/L Site Billing Store Partner Call A/R HFMOrder Center A/P Supply HR Mgt Svc Chain Mktg BudgetSFA Procure • Master data change management solution Sales Management Reporting DRM Reporting Cubes • Sweet spot: Finance & Analytical MDM • Enterprise focus Essbase Data marts • Operational & Analytical Relevance Data Warehouse
  7. 7. DRM: Key Differentiators • Model and master any dimension or complex hierarchy Model Driven • Metadata driven configuration, no coding solution • Domain agnostic Multi-domain • Operational and analytical master data • Consistency across application silos Enterprise Scope • Fosters data quality and trust Business User • LOB users maintain hierarchies and attributes Focus • SMEs specify policies and business rules • Packaged EBS integration to simplify migrations / coexistence Better with Oracle • Packaged EPM integration ensures streamlined consumption7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  8. 8. Hyperion Data Relationship Management Oriented to Line of Business Build master data consistency Effectively manage changes Across transactional and analytical systems Across Oracle and non-Oracle assets Accelerator and enabler for: – Enterprise Performance Management – Financial Transformation Initiatives – Business Transformation Initiatives8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  9. 9. Enabling Enterprise Transformation DRM – Enterprise MDM solution for proactive change management Use Cases Value DRM for Enterprise • Planning hierarchies • Data Governance & Compliance Performance Management & • Consolidation hierarchies • Alternate Business Perspectives BI Alignment • Management & Financial reporting • What-if scenarios hierarchies • Historical reporting • Profitability structures • New applications faster, with lower risk DRM for Financial • Chart of Accounts Mgmt. • Financial transformation enabler Transformation & • GL consolidation / reduction • Integrated change management Alignment • GL migration / upgrades experience across ERP & EPM • EBS / PSFT / Fusion co-existence • Global / Local alignment • Consolidation hierarchies • Shorter reconciliation and close cycles • Account mappings • Compliance peace-of-mind DRM for Business • Corporate (B2B Customer) hierarchies • Business transformation enabler: acquisitions, • Salesperson / Territory hierarchies reorganizations, spinoffs Transformation & • Employee / Approval chain hierarchies • Integrated change management Organization Alignment experience across Operations & Analytics • Organizational / Legal Entity hierarchies • Business taxonomies • Cross-functional (Enterprise) alignment9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 9
  10. 10. Enterprise Dimension Management DRM for Enterprise Performance Management and BI Alignment Invest in a business application to take a governed approach to conform corporate dimensions & hierarchies Resolve reporting inconsistencies and make reconciliation effortless using DRM’s built-in referential integrity Managed Business Perspectives Leverage a dimension maturity model to Improve consistency & alignment of build a roadmap to devolve dimension metrics and measures across rollup reporting hierarchies, and related maintenance to front-line business users allocations to streamline reporting by reconciling global with local, corporate Gain compliance peace-of-mind through with LOB, and operational with analytical perspectives detailed history, audit and version control10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  11. 11. Dimension Management Maturity Model Indicators, from “scattered” to “governed” ” ” • Reporting reconciliation issues, fear of regulatory non-compliance • Duplicated effort, responsibility for changes unclear • Ad hoc processes to support mergers Scattered • Duplicated effort, but business experts involved • Reporting inconsistencies & reconciliation issues • Simple audit trails possible Home-made • Some duplicate maintenance (eg. between EPM & ERP systems) • Local business rules enforced • Compliance enforced by complex processes Centralized • Centralized & complex workflows lengthen close cycles • Automated Integration with major enterprise systems • Rapid assimilation of acquisitions Aligned • Enterprise-wide alignment, intrinsic compliance • Fully devolved governance, full audit trails • Business rules enforced automatically Governed11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  12. 12. Financial Transformation and Alignment DRM for Chart of Accounts Management across ERP and EPM Shift away from outdated systems and structures that no longer serve your business Implement finance shared service centers to lower TCO of EBS by upgrading to R12 Transform your CoA to reflect a new way of doing business, secure business buy-in and Financial Transformation deploy re-modeled applications for the future Manage chart of accounts across ERP/GL, EPM and Maintain separate yet consistent alternate Financial Analytics to enable financial transformation, simplify perspectives for legal entity, corporate, R12 upgrades, enable Fusion statutory and tax reporting co-existence and shorten close cycles12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  13. 13. Organization Alignment Master organization hierarchies with DRM Mergers, reorganizations or routine changes in employee position, role, legal entity, geo, etc., can easily through enterprise applications off kilter unless proactively managed for change Align purchase authorization with position Spend Management changes among personnel to align budgets Authorize spending based on with execution to proactively manage spend changing position, department, Ensure consistent approval on procurement approval chain and employee hierarchies to set purchase requisitions, capital expenditures and travel authorization limits, and optimize procure-to-pay processes per expenses based upon appropriate budget allocations accountability and authorization hierarchies maintained in DRM13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  14. 14. Reference Data Management Reference data although simple and slowly changing is pervasive. May include classification schemes, often set by entities external to the enterprise (e.g., ISO for country codes and currency codes). Lack of standardization results in Reference Data incompatible representations of the same Management data in different applications Harmonize types, codes, lookups, relationships, & Getting it wrong can have consequences taxonomies for consistent that may result in process breakdown, application configuration and reduce compliance risks compliance issues and even fines from regulatory agencies14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  15. 15. DRM is a Change Management Platform Govern Oracle EBS Planning Consolidate Peoplesoft Share Share Consolidation SAP Hyperion BI & Data Marts Hyperion DRM Profitability Other Data Warehouse Rationalize• Streamlines dimensions changes among complex hierarchical Enables organizations to . . . structures across enterprise systems • Build enterprise-wide consistency in terms and definitions across• Engages business users as direct contributors to dimension systems and stakeholders management • Improve TCO with streamlined data maintenance• Codifies the knowledge that resides in experts into automated, • Generate trustworthy insight based on high quality master data repeatable business rules • Dramatically reduce financial reconciliation time• Enable data governance & compliance across the enterprise by • Comply with rules and regulations enforcing standards and controls 15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  16. 16. Oracle Hyperion DRM: Master Trusted Master Data • Data Model & Domain Agnostic Foundation • Master Data Repository • Form-driven metadata configuration • Modular and reusable objects Govern • User Interfaces: • Data Steward Interface • Read-only Access Consolidate Trusted Share • Migration Utility Master Data • Management Console Rationalize16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 16
  17. 17. Oracle Hyperion DRM: ConsolidateImport • Bulk load facility • Version creation • Cached for immediate useBlender • Adds and combines multiple data structures Consolidate Govern • Allows selectivity of types of actions Import performed BlendAction Scripts Share ERP • Transaction based scripts Trusted Action • Allows incremental changes to be performed DW Scripts Master in batch Data BI/EPM WebWeb Services Services • Perform fine-grain operations Other Application Templates Rationalize • Invoke within request and approval workflows • Execute Import, Blender, and Action scripting tasksApplication Templates • Pre-packaged metadata • Bulk load for baseline configuration • Extend and tailor for each implementation17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 17
  18. 18. Oracle Hyperion DRM: Rationalize Hierarchy Management Queries • Drag-and-drop maintenance • Interactive analysis • Advanced navigation • Form-driven creation • Balanced and ragged structures • Directly make edits to results Govern • Duplicate checking Compares Consolidate Attribute Management • Identify similarities or differences • Categorization e e Shar Shar • Structure and properties Trusted • Inheritance and derivation • Streamlines reconciliation efforts Master Data • Minimize data storage Derived Properties • Calculated values • Reduced maintenance • Ensure data integrity Hierarchy Query & • Formulas allow for complex logic with Excel-like usability Management Rationalize Compare Attribute Node Types Node Types Management Derived • Control classification of Properties data objects • Restrict visual display of properties • Granular application of business rules18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 18
  19. 19. Oracle Hyperion DRM: Share Exports • Wizard-driven creation • Several export types for producing various formats Share • Filtering, Comparison, Transformation, Balancing, Govern De-duplication Exports • Flat file, DB table, XMLConsolidate Books Trusted Web Publishing ERP Books Master Data • Group exports and control sequencing DW Web • Combine export output Services BI/EPM Web Publishing Batch Other Rationalize Client • Anonymous access • Read-only browsing • Run standard exports and books Web Services • Fine-grained data retrieval • Execute exports and books Batch Client • Command-line interface • Run batch processes 19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  20. 20. Oracle Hyperion DRM: GovernVersioning • Time or event based snapshots • As-Of Versioning Govern • What-if modeling scenarios • Manage lineages or independent data sets Transaction Granular History Workflow Dev • Stored and Detached versions Validations Security Kit • Access control by status Versioning MigrationValidations Utility • Business rules that identify data conditions • Real-time or batch Consolidate • Prevent invalid manipulation of data Share TrustedGranular Security Master Data • Enables business users to perform changes in a secure environment • Branches of hierarchies • Properties by categoryTransaction History • All changes are tracked • Enables audit ability RationalizeWorkflow Development Kit • Submit and approve changes • Oracle BPEL PM workflows • Incorporate into enterprise process 20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 20
  21. 21. Browser-Based Client Task-based, zero footprintInterazione utenteguidata dal task Shortcuts ad Ricerca analisi eVeloce degli reporting elementi Clipboard Ricerca Multi-elementoVeloce degli elementi Accesso veloce alle relazioniPaginazione Dettagli dei singoli attributi21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  22. 22. 22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.