Implementing hyperion epm bi as a system - delivering on world class analytics
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Implementing hyperion epm bi as a system - delivering on world class analytics Implementing hyperion epm bi as a system - delivering on world class analytics Presentation Transcript

  • Implementing Hyperion EPM/BI as a System, Delivering on World-Class Analytics Chad MacKendrick – Vice President, Business Development Mike Killeen – Vice President, Technology Chris Barbieri – Vice President, Consolidation Services Ryan Meester – Practice Director, Strategic Planning Tony Scalese – Practice Director, Integration Services Date: Tuesday June 25, 2013
  • Agenda ► ► EPM/BI Overview ► Panel: Key Considerations in EPM/BI System Delivery ► 2 Edgewater Ranzal Overview Closing & General Q&A
  • Edgewater Ranzal Differentiators ► EPM & BI Experience & Success – 1,500+ Oracle EPM & BI projects delivered in the past 15 years ► 100% Focus on Oracle/Hyperion EPM - Oracle Platinum Partner ► Breadth of EPM & BI Offerings – Multi-Product Expertise – The Right Tool for the Right Job • ► Only company with internal experts in ALL EPM products (Planning, HFM, FDM, HSF, Essbase, HPCM) Value Added Service Offerings – – – Technical Support – Remote Help Desk, Lev 1 Support, Patch release Support Performance Lab – Version analysis, new functionality testing Exalytics – Installation, Configuration & Benchmarking Services ► 3 Ranzal ACE Members Across EPM Platform (HFM, Planning, & FDM) ► Co-Development Efforts with Oracle • • • ► 3 Workforce Planning Balance Sheet Planning ERPi/FDMEE • • • Capital Asset Planning Disclosure Management Financial Close Manager • • • HSF EPMA HPCM Customer Advisory Boards, Beta Testing, Certification Development
  • We Offer a Full Spectrum of EPM/BI Services Scorecards & Dashboards, Mobile Delivery, Prepackaged Analytical Applications (OBIA), BI Foundation (OBIEE/Essbase), Financial Analytics , Operational Analytics, What-If Analysis, Query & Analysis, Reporting & Publishing, Visual Exploration Financial performance, Legal, Segment & Mgmt Reporting, Financial Close, HFM Optimization, Chris Barbieri Performance Lab, SOX Compliance Support Project Financial Planning Enterprise Planning Consolidation Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics Benchmarking Profitability & Cost Mgmt Infrastructure ERP Integration, Financial Data Tony Scalese Management, Data Warehousing, Master Data Management & DRM, ETL Services, Automation Strategic Finance (HSF) Mike Killeen & & Modeling, Planning, Budgeting, Forecasting, Ryan MeesterCapital Planning, Workforce Planning, Business Intelligence Integration Services Project Management Training & Support Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE Custom Training Delivery: Process & Reporting HPCM Standard & Detailed Models, Waterfall Allocations, Shared Service Charges, Activity Based Costing, Customer, Product, Segment & LOB Profitability Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation Support Services – Infrastructure & Application Support Contracts
  • Why Enterprise Performance Mgmt (EPM)? Doing Fine Call Me recognize react
  • Developing an EPM/BI Platform DATA IT DRIVEN • Voluminous Amts of Data • Limited User Adoption • Lacks Complex Bus Logic • Effort to Tune for Performance Data Warehouse Dashboard/ Scorecard INFORMATION BUSINESS DRIVEN • Strategy Focused • Higher Maintenance • May Not Scale • Possible Data Quality Issues
  • EPM/BI is a journey, not a destination DATA Pervasive EPM/BI Data Warehouse Profitability Mgmt & Analytics • Strategy Focused • Supports Business Logic • Multi-User Access • Sound Data Quality • Scales for Data • Scales for Users • Low Maintenance • FAST Performance Enterprise Planning Consolidation & Reporting MEETS BUSINESS AND IT NEEDS Dashboard/ Scorecard INFORMATION
  • Oracle EPM and BI Architecture
  • Audience Polling Question - #1 Who is using 3 or more of the product groups below? 1. EPM Packaged Applications 1. 2. 3. 4. 2. BI Technology and Applications 1. 2. 9 Financial Close Suite (HFM, FCM/ARM, DM, FM Analytics, Tax Provisioning, FM Analytics) Planning Modules (Planning, Workforce, Capital, PFP, Public Sector) Strategic Finance and/or Crystal Ball Profitability & Cost Management (Standard Models, Detailed Models) Stand Alone Essbase OBIEE or BI Foundation (OBIEE/Essbase/Scorecarding)
  • Audience Polling Question - #2 Who has users that work with 3 or more of the reporting products below? 1. Oracle Strategic EPM Reporting Tools 1. 2. 2. Oracle Strategic BI Reporting Tools 1. 2. 3. 4. 3. 10 Scorecard and Strategy Maps Answers or Answers+ Interactive Dashboards BI Publisher Legacy Oracle Reporting Tools 1. 2. 3. 4. 5. 4. Financial Reports Smart View for Office Essbase Excel Add-In Web Analysis Interactive Reporting/Intelligence/Brio Production Reporting/SQR Discoverer 3rd Party Tools
  • BI Foundation: Oracle Strategic Reporting Tools Best Fit Recommendations Future State Scorecards Interactive Dashboards Query & Analysis BI Foundation Suite Transactional EPM Pixel Perfect Reporting Financial Statements BI Foundation Suite EPM Relational Business Intelligence Essbase & OBIEE EPM 11 Office Integration Apps (HFM, Planning, etc) Scorecard & Strategy Mgmt BI Publisher Interactive Dashboards Answers Smart View for Office Hyperion Financial Reporting HFM Essbase Analytics Link Oracle Scorecard Web Discoverer Analysis XBRL Psft Scorecard SQR Rxi Production Reporting Oracle Reports FSG
  • Audience Polling Question - #3 (and Final) How many of you are using 2 or more of the integration methods below? 1. FDM 2. ERPi or FDMEE 3. Essbase Application Link (EAL) 4. EPMA 5. Essbase Objects – Rules, Report Scripts, MDX Scripts, CDFs 6. Oracle Data Integrator (ODI) 7. 3rd Party ETL and EAI Tools (e.g. Informatica, SSIS, HAL/Vignette) 8. Custom SQL and/or Custom Code 9. Manual Spreadsheets 12
  • A lot of Moving Pieces! 13
  • Key Design Considerations in EPM/BI Implementations ► Infrastructure Configuration ► Alignment of Applications with Business Process ► Definition & Management of Reference Data – Master Data & Maps – Rules & KPIs ► Data Integration Approaches ► System Security Definition and Management ► Reporting Source & Tool ► Change Management and Governance Needs 14
  • Summary: EPM/BI Design Leading Practices ► Devise a Proper Infrastructure Plan ► Use each tool for what it is best at – – – ► Driver based modeling, what if analysis, complex allocations – Planning Corporate Consolidations, Eliminations, Journals – HFM High-Level target setting, BS / CF modeling, valuation - HSF Leverage Common Metadata – – Share Dimensions that Change Frequently over Time Standardize Dimensions that are Static ► Share base data that is resident in FDM ► Do not duplicate consolidation logic in Planning - Consolidate Actual, Budget & Forecast in HFM ► Currency Conversion in Planning, HFM & HSF ► External Reporting out of HFM ► Provide a centralized Essbase cube for Management Reporting ► Sharing Data – – – – 15 Move data from HFM to Essbase using Extended Analytics, EAL, or EPMA Data Synch Move data from Essbase to HFM using Essbase Export, and Load Routine into HFM or Data Synch Move data from Essbase / HFM to HSF using FDM or direct integration with HSF Client Move data from HSF to Essbase using “auto push to Essbase” feature with direct integration from HSF client