Hot Topics and Emerging Trends in Hyperion Planning

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Chris Churchill, Vice President of Edgewater Ranzal's Planning and Essbase Practice, conducted this presentation at the recent HUGmn TechDay and Vendor Expo 2012 in Chaska, Minnesota on March 20, 2012.

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Hot Topics and Emerging Trends in Hyperion Planning

  1. 1. Hot Topics and Emerging Trends in Hyperion Planning March 20th, 2012 Chris Churchill VP Planning & Essbase Practice Edgewater Ranzal
  2. 2. About Ranzal► Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1,000+ projects)► One of the largest Hyperion Practices in the U.S. with global presence► Oracle / Hyperion Platinum Partner - Highest Status► Vertical Expertise with High-Profile Clients from Coast to Coast► Cover all requirements from pre-implementation process design through infrastructure and training► “One Stop Shop” for ALL EPM Implementation needs
  3. 3. Presentation Theme Alignment of Emerging Trends in Organizational Planning processes with Oracle EPM Strategic Direction
  4. 4. Oracle Disclaimer
  5. 5. Agenda ► Audience Poll ► Integrated Planning – Defined – Oracle’s Vision – Incorporation of Oracle Vision into 11.1.2.2 – Rolling Forecasts ► Data and Metadata Integration ► Integrated Analytics – Essbase / OBIE – Exalytics – Unstructured Data
  6. 6. Integrated Planning
  7. 7. Integrated PlanningA Closed Loop Planning Process
  8. 8. Why Integrated Planning?
  9. 9. Best Practices in Planning ► Measure Financial Impact of Strategic Objectives ► Develop Rolling Forecast Process ► Focus on Drivers, Not Details ► Link Human Resource and Capital Allocation Plans ► Link Operational Planning Models with the Financial Plan ► Allow for What If Scenario Analysis ► Mitigate Risk and Uncertainty ► Measure True Variance
  10. 10. Planning Release 11.1.2.2► Spring, Early Summer Anticipated Release► Significant Changes to Planning► Significant Changes to HFM► Micro Costing in HPCM► DRM – EPMA Integration► Not a traditional dot release► Upgrade Path – Similar to 11.1.2.1
  11. 11. Integrated Planning in 11.1.2.2 ► Project Planning Application ► Native Rolling Forecast Functionality ► Strategic Planning in Smart View ► Predictive Planning Capabilities ► Enhanced Task Lists and Workflow Capabilities ► Enhanced UI using ADF – Charting – Multiple Comments / Documents – Formatting Comments, Instructions – Audit Logging in Grid
  12. 12. Integrated PlanningA Closed Loop Planning Process
  13. 13. Planning 11.1.2.2Project Planning ► Address the disconnect between project management decisions and financial decisions ► Calculate Project Financial Impacts ► Capital, Contract and Indirect Projects ► Risk and Governance Management for Projects
  14. 14. Planning 11.1.2.2Look & Feel
  15. 15. Planning 11.1.2.2Audit Logging
  16. 16. Planning 11.1.2.2Charting
  17. 17. Planning 11.1.2.2Rolling Forecast
  18. 18. Planning 11.1.2.2Predictive Planning
  19. 19. Planning 11.1.2.2HSF / Smart View
  20. 20. Planning 11.1.2.2HSF / Smart View
  21. 21. Integration
  22. 22. Integration Defined ► Two Primary Integration Points ► Metadata – Refers to the structures, hierarchies, and members that provide structure to data – Metadata is used to define forms, reports, and business modeling logic within the applications ► Data – Data Elements Loaded into the EPM System – Loaded to Intersections of Metadata
  23. 23. Metadata Management Tools to Maintain and Administer Metadata within the EPM Platform ► Data Relationship Management (DRM) – Dimensional Maintenance Across EPM, BI, Data Warehouse, and ERP ► Enterprise Performance Management Architect (EPMA) – EPM Application Management Platform – Metadata Management is a Component ► Classic – EPM Application Specific
  24. 24. DRM
  25. 25. EPMA► NOT GOING AWAY► Version Matters – Stable – 11.1.2.1, 11.1.1.3.05 – Unstable – 11.1.1.3, 11.1.2.0, 9X► Metadata Management is a Component of EPMA► Simplified EPM Process Design► Expedite Deployment of EPM Applications► EPMA Includes: – Dimension Library – Application Library – Calculation Manager – Data Synch – Application Upgrade – Job Console
  26. 26. DRM & EPMA 11.1.2.2Complementary Solutions
  27. 27. Moving Metadata & Data (ETL) ► Tools – ODI – Informatica – FDM / ERPI – EAL ► Point Solutions – EPMA Data Synch – Outline Load Utility – Text Files / SQL Loads with Essbase Load Rules
  28. 28. Essbase Analytics Link (EAL) ► Facilitate Management Reporting – Merge Plan, Operational, and KPI data with Actuals from HFM in one location – Leverage Essbase’s advanced Analytics capabilities – Leverage user familiarity with Essbase and Oracle Reporting tools ► Reduced cost of ownership – Ensures data integrity – Basic knowledge of Essbase necessary in support of ‘bridges’, or integrations – Basic knowledge of RDBMS necessary in support of data mappings – Simple and easy compared to alternatives – Secured via Hyperion Shared Services Provisioning ► Feeds for External Systems – Output HFM Data to relational targets
  29. 29. Essbase Analytics Link (EAL) ► Synchronize Data from HFM to: – Essbase – Planning – RDBMS Targets ► Synchronize Metadata from HFM to: – Essbase – RDBMS targets ► Synchronize Security from HFM to: – Essbase ► On Demand / Scheduled – Transparent Partition – Replicated Partition ► Persistent Connection from HFM to Essbase or Planning Target – Transparent Partition
  30. 30. EAL Design Considerations ► Real time data flow with Transparent Partition – Use Case: • Reporting requirement for live link to HFM Data • No requirement to use HFM data in a Calculation Script ► Near real time data flow (scheduled) with Replicated Partition – Business requirement to use Actuals in a Calculation Script – Note: Replicated partitions create data blocks • Useful for using actuals as a basis for Plan, or as a basis to allocate data such as administrative expenses or revenue – Tip: for replication, it is necessary to test performance on the amount of time it takes to synchronize and create blocks. It may not be reasonable to replicate an entire HFM app to Essbase. Consider limiting years, etc., ► Use both methods, provided mappings will not overlap
  31. 31. EPMA Data Synch ► Synch Data between EPM Applications – HFM to Planning – HFM to Essbase – HFM to HFM – Planning to Planning – Planning to Essbase ► Data Synchronization will derive mappings from the hierarchy, and is must faster than XREF and Extended Analytics ► Limited Mapping Capabilities
  32. 32. Integrated Analytics
  33. 33. Integrated AnalyticsEssbase & OBIE
  34. 34. Integrated AnalyticsExalytics What is Exalytics? An Engineered System for BI What is an Engineered System? Engineered systems are pre-integrated to reduce the cost and complexity of IT infrastructures while increasing productivity and performance. Engineered systems include optimizations at every layer of the stack to simplify data center operations, drive down costs, and accelerate business innovation
  35. 35. Integrated AnalyticsExalytics ► 6X to 10X Faster Planning Cycles ► 5X to 100X Faster Interactivity for Analysis ► 5X less Development Time for High Performance Reports
  36. 36. Integrated AnalyticsExalytics Includes ► Oracle Exalytics In-Memory Machine X2-4 (Exalytics) – Engineered System with Exalytics Systems Software (Linux x64) ► Oracle Exalytics Software – Oracle BI Fondation Suite 11.1.1.6 OBIEE Plus • Essbase Plus • Essbase Analytic Link for HFM • Oracle Scorecard & Strategy Management (OSSM) • BI Mobile – Times Ten In-Memory Database for Exalytics ► Oracle Exalytics Startup Pack – Advisory Service, Hardware installation Service, Software Configuration Service
  37. 37. ExalyticsWhat’s Better? Speed of Thought Interactive Analysis ► Analytics – Highly Interactive Analysis – Free Form Data Exploration – View Auto Suggestions – Contextual Actions ► Planning – Faster Cycles – More Scenarios – Better Forecasts
  38. 38. Unstructured Data Unstructured Data refers to information that either does not have a pre-defined data model and/or does not fit well into relational tables. Unstructured information is typically text-heavy, but may contain data such as dates, numbers, and facts as well. This results in irregularities and ambiguities that make it difficult to understand using traditional computer programs as compared to data stored in fielded form in databases or annotated (semantically tagged) in documents. ~ Wikipedia Examples – Facebook, Twitter, Blogs, Forums, etc.
  39. 39. EndecaUnstructured Analytics Helps Organizations Quickly Explore all Relevant Data by: ► Combine structured & unstructured data from disparate systems ► Automatically organize information for search, discovery & analysis ► Rapidly assemble easy to use analysis applications
  40. 40. Relevancy of Unstructured Data
  41. 41. Questions / Discussion

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