With amerigroup, replaced hal with er pi & fdm


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With amerigroup, replaced hal with er pi & fdm

  1. 1. Integrating PeopleSoft with Planning How Amerigroup Replaced HAL with ERPi & FDM Roger Balducci Amerigroup Tony Scalese Edgewater Ranzal
  2. 2. About Amerigroup      Began as AMERICAID Community Care in 1994 to meet the needs of families enrolled in publicly funded health care programs. Currently serving more than 2.7 million members in 13 states nationwide #404 on the Fortune 500 (2010) 2012 Merger with WellPoint creates largest Medicaid managed care organization in the country Together with WellPoint’s affiliated health plans, Amerigroup serves more than 4.5 million beneficiaries of state-sponsored health plans in 20 states and is the nation’s leading provider of health care solutions for public programs.
  3. 3. About Edgewater Ranzal 15 Years 700+ clients 1000+ projects Focus Services People Methodology Customers Partnership
  4. 4. Full Spectrum of EPM/BI Services Dashboards & Scorecards, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual Exploration Consolidation Installation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics Benchmarking Enterprise Planning Costing & Profitability Mgmt Infrastructure Data Integration, Financial Data Management, Data Warehousing, Master Data Management &DRM, ETL Services, Automation Strategic Finance, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning Business Intelligence Data Services Project Management Training & Support Services Key Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE Custom Training Delivery: Process & Reporting Project/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, Documentation Support Services – Infrastructure & Application Support Contracts
  5. 5. About Me    Oracle ACE – One of 29 in the world focused on BI Partner with Oracle development on FDMEE Over 12 years of experience across the EPM suite ● More than 35 implementations    Oracle certified for Hyperion Financial Management – System 9 & Fusion 11 Integration Practice Director @ Edgewater Ranzal – www.ranzal.com www.FDMGuru.com
  6. 6. Existing Environment   PeopleSoft 9.0 Hyperion Planning 9.x ● Existing Application  Hyperion Application Link (HAL) ● Loads Data & Metadata
  7. 7. Project Drivers    Technology End of Life Integrated data retrieval Drill through
  8. 8. Project Overview  Scope ● Upgrade – 9.1 to ● Replace HAL  Time ● 10 weeks  Budget ● 60K - Software ● 90K – Implementation Cost
  9. 9. Solution  Data ● Implement FDM ● Implement Enterprise Resource Planning Integrator (ERPi)  Metadata ● Utilize Planning Outline Load Utility
  10. 10. About FDM       End user friendly web interface that provides directed workflow Drill through capabilities for data investigation Organization wide process monitoring & auditing Extensive automation capabilities using built-in batch loader Prepackaged target system integration Mature product
  11. 11. FDM Workflow Workflow Step Tasks Performed Import Data is imported to FDM database Mapping Tables are applied Validate Dataset is checked for any unmapped members Essbase Enhanced Validate* Export Mapped data exported to a flat file Clear calc run in Essbase Data is Loaded Agg Calc is run in Essbase* Check* Post aggregated balances retrieved from Essbase
  12. 12. FDM Mapping
  13. 13. About ERPi  “FDM 2.0” - The strategic direction of Oracle ● Now FDM Enterprise Edition (FDMEE)       Enables prebuilt direct connectivity for many Oracle ERP systems & SAP Enables drill through to the source data in the source system – no data warehouse/staging needed Enables metadata to be sourced from the source system to update EPM applications Provides the ability to write back budget data from Planning and Essbase to the General Ledger Integrated into WorkSpace The use of ODI supports far larger data volumes
  14. 14. ERPi Architecture FDM ERP Integrator General Ledgers Reporting E-Business Suite E-Business Suite EPMA Metadata & Data Dimensions & Hierarchies . EPM Apps Oracle Data Integrator Shared Staging Tables Fusion Classic Apps: Metadata & Data Data Oracle Data Integrator HFM FR Essbase Planning FDM PeopleSoft Smart view Strategic FInance Fact Data Drill / Write Back Drill SAP File-based Data Or SQL Pull
  15. 15. Prebuilt Source Systems Integrations System Version EPM Version Oracle eBusiness Suite 11.5.10 cu2 12 12.1.3 PeopleSoft Financial Management 9.0 9.1 PeopleSoft Commitment Control 9.1 JD Edwards EnterpriseOne 9.0 Requires Tools 9.1 Fusion Financials SAP R3 / ECC 4.7 / 6.0 SAP BW 7.0+ PeopleSoft Human Capital Management 9.0 9.1
  16. 16. FDM with ERPi – The Best of Both Worlds   Direct connection to PeopleSoft Drill through to PeopleSoft from Planning web forms ● Including subledgers  Fully wrapped data integration cycle ● Automated and scheduled ● Targeted clears and conditional aggregations ● Data Quality Enhancements
  17. 17. Monthly Process     If applicable, update FDM & ERPi for new Business Units Enable processing Set the list of PeopleSoft Business Units to process Set the time period to process
  18. 18. FDM Task Manager   Built in scheduling tool Ability to schedule data integration process ● Every x seconds ● Every day at a set time ● Every x day of x month  Integration processed schedule to run every day of the close at 9:00 AM*
  19. 19. Process Automation  Utilized the FDM batch loader ● Licensed as part of the FDM adaptor suite     Lights out execution of the workflow process Able to trigger data load locations utilizing ERPi Executes in parallel No active process monitoring available
  20. 20. Email Alerting
  21. 21. Essbase Enhanced Validate   Mimics HFM Intersection Validation Functionality Prevents errors during export/load
  22. 22. Essbase Clear Calcs    Essbase adaptor executes a clear calculation using the Essbase API Dynamic based on the point of view (Scenario, Year, Period) being loaded Execute targeted clears of the entities being loaded for a given PS business unit
  23. 23. Conditional Aggregation    Essbase adaptor provides ability to execute agg calcs following the load of a location Executes the aggregation logic after each location completes the load Enhanced the process to run 1 aggregation after all business units successfully loaded ● Execute a single consolidation for a range of periods if multiple periods are loaded
  24. 24. Drill Through – General Ledger Summary
  25. 25. Drill Through – General Ledger Detail
  26. 26. Drill Through – G/L Journal Detail
  27. 27. Drill Through – A/P Subledger
  28. 28. Demo
  29. 29. Project Benefits   Drill Through Ease of use ● Outline load ● Troubleshooting Data Load Issues  Speed
  30. 30. Key Learnings & Take Aways  Less Turn Key
  31. 31. Questions Roger Balducci Roger.Balducci@amerigroup. com Tony Scalese ascalese@ranzal.com
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