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Apr 25, 2014 / Slide 1 / Rapid Hyperion Planning Deployments
Hyperion PlanningHyperion Planning
Rapid Hyperion Planning De...
Apr 25, 2014 / Slide 2 / Rapid Hyperion Planning Deployments
AgendaAgenda
 Hyperion Planning Overview
 Hyperion Rapid De...
Apr 25, 2014 / Slide 3 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: The Bu...
Apr 25, 2014 / Slide 4 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Standa...
Apr 25, 2014 / Slide 5 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: The Va...
Apr 25, 2014 / Slide 6 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Integr...
Apr 25, 2014 / Slide 7 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Workfo...
Apr 25, 2014 / Slide 8 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Workfo...
Apr 25, 2014 / Slide 9 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Capita...
Apr 25, 2014 / Slide 10 / Rapid Hyperion Planning Deployments
HyJump Rapid Deployment:HyJump Rapid Deployment: Solution Ov...
Apr 25, 2014 / Slide 11 / Rapid Hyperion Planning Deployments
Solution Cost
Reduction
Enterprise-Class
Solution Delivery
A...
Apr 25, 2014 / Slide 12 / Rapid Hyperion Planning Deployments
• Reference Architectures
• Data Models (Essbase)
• Web-base...
Apr 25, 2014 / Slide 13 / Rapid Hyperion Planning Deployments
Representative architectures that ensure optimal configurati...
Apr 25, 2014 / Slide 14 / Rapid Hyperion Planning Deployments
Templates/Accelerators:Templates/Accelerators: Data ModelsDa...
Apr 25, 2014 / Slide 15 / Rapid Hyperion Planning Deployments
Actuals are
protected from
user input
Actuals are
protected ...
Apr 25, 2014 / Slide 16 / Rapid Hyperion Planning Deployments
A given product may
require blended
assumptions about rate
a...
Apr 25, 2014 / Slide 17 / Rapid Hyperion Planning Deployments
 Data extraction templates used to:
 Automate dimensional ...
Apr 25, 2014 / Slide 18 / Rapid Hyperion Planning Deployments
Templates/Accelerators:Templates/Accelerators: ReportsReports
Apr 25, 2014 / Slide 19 / Rapid Hyperion Planning Deployments
Plan
Design
Build
Test
Deploy
M
aintain
Train
Production
Ite...
Apr 25, 2014 / Slide 20 / Rapid Hyperion Planning Deployments
Typical Project Timeline = 3 months
““NHS Foundation”:NHS Fo...
Apr 25, 2014 / Slide 21 / Rapid Hyperion Planning Deployments
The Project Planning and Initiation phase focuses on establi...
Apr 25, 2014 / Slide 22 / Rapid Hyperion Planning Deployments
During the System Design phase, the business and technical r...
Apr 25, 2014 / Slide 23 / Rapid Hyperion Planning Deployments
As the name implies, the System Build phase consists of exec...
Apr 25, 2014 / Slide 24 / Rapid Hyperion Planning Deployments
Activities Key Deliverables
Milestones
• System test cases/s...
Apr 25, 2014 / Slide 25 / Rapid Hyperion Planning Deployments
Activities Key Deliverables
Milestones
• Application migrate...
Apr 25, 2014 / Slide 26 / Rapid Hyperion Planning Deployments
Rapid Deployment:Rapid Deployment: The Value PropositionThe ...
Apr 25, 2014 / Slide 27 / Rapid Hyperion Planning Deployments
OptionsOptions
““Planning Functionality Blocks”Planning Func...
Apr 25, 2014 / Slide 28 / Rapid Hyperion Planning Deployments
Optional “Planning Functionality Blocks”:Optional “Planning ...
Apr 25, 2014 / Slide 29 / Rapid Hyperion Planning Deployments
The ‘Extended Modeling Option’ allows organizations to augme...
Apr 25, 2014 / Slide 30 / Rapid Hyperion Planning Deployments
The ‘Extended Integration Option’ allows organizations to au...
Apr 25, 2014 / Slide 31 / Rapid Hyperion Planning Deployments
The ‘Extended Reporting Option’ allows organizations to augm...
Apr 25, 2014 / Slide 32 / Rapid Hyperion Planning Deployments
Rapid Deployment:Rapid Deployment: Solution Functionality Ma...
Apr 25, 2014 / Slide 33 / Rapid Hyperion Planning Deployments
Contact Information
Dr. Siva Narayana PhD, FCMA, ACA
Univers...
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Hyperion - IBANK

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IBANK, NHS, HFM, Hyperion planning, SF, Hyperion

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  • There are a number of components that are built into our approach to help users increase their understanding of bank products, and the results of their actions:
    Driver inputs are easily identified, while showing users the financial results of their actions.
    Actual results are always shown in the templates (prior to May in the example above) to help users assess the reasonableness of their forecasts
    Each line in the template represents a MEASURE that has unique characteristics. Notice the full year total for:
    line 1, Amount new, is a total
    line 3, Ending Balance, is an ending value
    line 4, Average Balance, is a day-weighted average for the entire year
    the last 3 lines (yields), must be recalculated based on the results of 2 other values (e.g. Product Interest Yield = Interest / Average Balance)
  • This model illustrates the concept that each Balance Sheet product can contain additional items the user controls to increase the overall accuracy of forecasts
    Products such as Credit Cards would also require information such as credit lines and percent utilization to show
    The total, potential credit exposure of the bank
    The actual vs. potential income of the bank (relate this to customers who pay-off their balance each month, thereby paying no interest expense, in contrast to customers who let their balances revolve and therefore generate income for the bank in the form of interest income.
  • Transcript of "Hyperion - IBANK"

    1. 1. Apr 25, 2014 / Slide 1 / Rapid Hyperion Planning Deployments Hyperion PlanningHyperion Planning Rapid Hyperion Planning Deployments Presented By: Siva Narayana University of Wealth www.universityofwealth.com
    2. 2. Apr 25, 2014 / Slide 2 / Rapid Hyperion Planning Deployments AgendaAgenda  Hyperion Planning Overview  Hyperion Rapid Deployment  Hyperion Templates/Accelerators  Hyperion “Base Foundation”  Solution Functionality Matrix  Hyperion Optional “Planning Functionality Blocks”
    3. 3. Apr 25, 2014 / Slide 3 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: The Business ChallengeThe Business Challenge  Reduce budgeting / forecasting cycles  Produce timely and accurate reporting to management  Respond quickly to material events and recast budgets/forecasts  Fully integrate solution with general ledger  Provide correct level of granularity to facilitate business decisions  Provide audit trails and compliance  Reduce cost of ownership (process and resources)  Alignment of individual departments and business unit plans with company objectives  Visibility into assumptions used to derive the budget/forecast  Provide consistent, central location for business and mapping logic
    4. 4. Apr 25, 2014 / Slide 4 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: Standardize the Planning ProcessStandardize the Planning Process  Hyperion Planning facilitate the relationship between people and processes throughout the budgeting cycle.  Supports a “closed-loop” approach  Goal and objective setting  Advanced modeling  Track/Audit adjustments  Progress monitoring  Application of business rule logic  Analysis/Reporting  Interfaces  Web-based  MS Office integration  Centralized Administration Hyperion Planning provides the core technology required to establish a cadence of control and predictability to your Budgeting and Forecasting Process.
    5. 5. Apr 25, 2014 / Slide 5 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: The Value PropositionThe Value Proposition  Enhances forecasting capabilities beyond Excel or Essbase/Excel environments  Simplifies data input & use  Provides robust data integration  Establishes a framework for flexible, rules-based plan modeling  Supports a scalable web-based infrastructure with an intuitive interface  Provides an integrated environment with a sophisticated reporting, security and auditing layer  Lays the foundation for process establishment and reporting  Provides add-on modules to address specific business functions (i.e. workforce planning and capital asset planning)
    6. 6. Apr 25, 2014 / Slide 6 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: Integrated Business Planning SolutionIntegrated Business Planning Solution Income Statement Balance Sheet Cashflow CORE FINANCIAL PLANS Workforce Planning CapEx Planning SPECIALIZED MODULES Sales Planning OPERATIONAL PLANS Projects Planning Marketing Planning IT Planning Essbase Business Analytics Server Hyperion Planning Application Data Warehouses Transactional Systems Performance Management Applications EPM Workspace
    7. 7. Apr 25, 2014 / Slide 7 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: Workforce & Capital Asset ModulesWorkforce & Capital Asset Modules  Seamless integration with core Planning applications  Pre-built functionality incorporating best practices  Simplified implementation & reduced maintenance costs  Fully customizable to suit your business needs
    8. 8. Apr 25, 2014 / Slide 8 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: Workforce PlanningWorkforce Planning Control and accurately plan your biggest expense – Labor • Supports headcount, salary and compensation planning • Assess real-time business impact of salaries and associated workforce decisions • Add, edit and delete employees and new hires • Integrates with HR systems
    9. 9. Apr 25, 2014 / Slide 9 / Rapid Hyperion Planning Deployments Hyperion Planning Overview:Hyperion Planning Overview: Capital Asset PlanningCapital Asset Planning Supports planning the acquisition, lifecycle management and retirement of capital assets • Immediate income statement, balance sheet and cash flow impact analysis • Manage assets – improve, transfer, retire • Plan for asset purchases and asset-related expenses
    10. 10. Apr 25, 2014 / Slide 10 / Rapid Hyperion Planning Deployments HyJump Rapid Deployment:HyJump Rapid Deployment: Solution OverviewSolution Overview Combining Hyperion’s enterprise class planning solution with Rapid Deployment Methodology to accelerate your companies planning implementation. Hyperion Planning Rapid Deploy Methodology
    11. 11. Apr 25, 2014 / Slide 11 / Rapid Hyperion Planning Deployments Solution Cost Reduction Enterprise-Class Solution Delivery Application Hosting & Support Hyperion Planning HyJump Rapid Deployment:HyJump Rapid Deployment: Solution OverviewSolution Overview Rapid development approach that enables TUSW clients to leverage a repository of pre-built templates, database models, and reference architectures to deploy Hyperion Planning solutions at a fraction of the cost, time, and resources.
    12. 12. Apr 25, 2014 / Slide 12 / Rapid Hyperion Planning Deployments • Reference Architectures • Data Models (Essbase) • Web-based Planning Forms • Driver-based Business Logic • Data Extraction Packages (i.e. General Ledger) • Reports Templates/Accelerators TUSW’s Rapid Deployement Methodology in conjunction with Hyperion Planning extend an organization’s visibility and capacity to model the underlying factors that drive business today as well as those that will impact the business tomorrow. Templates/Accelerators:Templates/Accelerators: Collateral OverviewCollateral Overview
    13. 13. Apr 25, 2014 / Slide 13 / Rapid Hyperion Planning Deployments Representative architectures that ensure optimal configuration of your Hyperion Planning investment. Benefits  Ensures Stability  Plans for Scalability  Validates IT investment in HW  Promotes System Performance Templates/Accelerators:Templates/Accelerators: Reference ArchitecturesReference Architectures
    14. 14. Apr 25, 2014 / Slide 14 / Rapid Hyperion Planning Deployments Templates/Accelerators:Templates/Accelerators: Data ModelsData Models
    15. 15. Apr 25, 2014 / Slide 15 / Rapid Hyperion Planning Deployments Actuals are protected from user input Actuals are protected from user input Qtr/Annual values can be input (monthly values automatically adjusted) Qtr/Annual values can be input (monthly values automatically adjusted) Expected Forecast input values highlighted (remainder calc) Expected Forecast input values highlighted (remainder calc) New Volume from each month is amortized to show the monthly interest and remaining balance for each month (where amounts from each month overlap and must be combined) New Volume from each month is amortized to show the monthly interest and remaining balance for each month (where amounts from each month overlap and must be combined) Templates/Accelerators:Templates/Accelerators: Web-based Planning FormsWeb-based Planning Forms
    16. 16. Apr 25, 2014 / Slide 16 / Rapid Hyperion Planning Deployments A given product may require blended assumptions about rate and term to properly calculate FTP A given product may require blended assumptions about rate and term to properly calculate FTP Templates/Accelerators:Templates/Accelerators: Driver-based Business LogicDriver-based Business Logic
    17. 17. Apr 25, 2014 / Slide 17 / Rapid Hyperion Planning Deployments  Data extraction templates used to:  Automate dimensional feeds from G/L  Automate data feeds from G/L  Automate extract of budget/forecast to feed back to G/L  Configurable  Customizable Templates/Accelerators:Templates/Accelerators: Data Extraction PackagesData Extraction Packages
    18. 18. Apr 25, 2014 / Slide 18 / Rapid Hyperion Planning Deployments Templates/Accelerators:Templates/Accelerators: ReportsReports
    19. 19. Apr 25, 2014 / Slide 19 / Rapid Hyperion Planning Deployments Plan Design Build Test Deploy M aintain Train Production Iterative Methodology Benefits • Immediate and constant return on investment • Shortened development time per iteration • Quicker user acceptance • Maintainability of technical architecture in an iterative fashion • React to requirement and scope changes faster • Manageability of resources and deliverables The Radid Development Methodology employs an iterative/phased approach. This philosophy delivers immediate and tangible benefits in the context of an enterprise architected solution. The methodology enables organizations to build upon iterative successes, realize a healthy return on investment, and satisfy changing business needs. ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    20. 20. Apr 25, 2014 / Slide 20 / Rapid Hyperion Planning Deployments Typical Project Timeline = 3 months ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    21. 21. Apr 25, 2014 / Slide 21 / Rapid Hyperion Planning Deployments The Project Planning and Initiation phase focuses on establishing the foundation for conducting a successful implementation. This includes establishing the parameters around how the project will be conducted and managed. These are critical factors to ensure that the project team is operating as a cohesive team driving to one common goal. Activities Key Deliverables Milestones • Project charter documentation • Project plan • Project Kick-off meeting • Hardware & software computing environments • Requirements documentation • Identify project stakeholders • Identify project steering committee • Identify project implementation team; internal and external • Establish project goals, objectives and scope • Identify project risks and mitigation strategies • Define the project management structure; project governance, status reporting, issue reporting & resolution, project tracking, communication strategies, change management • Finalize project plan • Establish development & test environments • Conduct project kickoff meeting • Gather functional and technical requirements • Project charter signoff • Requirements signoff Project Planning & Initiation System Design System Build Testing & Tuning System Deployment ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    22. 22. Apr 25, 2014 / Slide 22 / Rapid Hyperion Planning Deployments During the System Design phase, the business and technical requirements are decomposed to their core components and prioritized. A system design is then developed that includes infrastructure, architecture, data integration, user interface and business process components. Project Planning & Initiation System Design System Build Testing & Tuning System Deployment Activities Key Deliverables Milestones • Detailed system design documentation • Prototype of system components • Internal and external team cooperation • Conduct design sessions • Design system architecture • Design data sourcing strategy • Design data integration (ETL) • Design database (dimensions, hierarchies, consolidation attributes, etc.) • Design input forms, user variables and substitution variables • Design business rules • Design security components • Design reporting and user interfaces • Design administration and maintenance strategy • Design automation strategy • Design disaster recovery strategy • Signoff on detailed design ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    23. 23. Apr 25, 2014 / Slide 23 / Rapid Hyperion Planning Deployments As the name implies, the System Build phase consists of execution by the project team of those tasks associated with building all the system components. The detailed design established in the System Design phase is used to govern the build efforts. Deviations from the detailed design will be managed in order to govern the project scope, timelines and success. Project Planning & Initiation System Design System Build Testing & Tuning System Deployment Activities Key Deliverables Milestones • Constructed data integration layer • Constructed Planning application, database and business rules • Constructed reports and user interface • Knowledge transfer • Construction of the data integration layer utilizing ODI • Construction of the Planning Application components including the application settings, substitution variables, dimensions & hierarchies, member formulas, web forms and application security • Construction of Planning business rules & runtime prompts • Construction formal reporting packages • Construction of task lists and workflow • Unit testing of all system components • Signoff on system build ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    24. 24. Apr 25, 2014 / Slide 24 / Rapid Hyperion Planning Deployments Activities Key Deliverables Milestones • System test cases/scripts • Completed system test • Acceptance test cases/scripts • Training documentation • Completed acceptance test • Optimally tuned system The System Testing & Tuning phase is initiated upon receiving signoff on the components built during the System Build phase. The testing efforts are conducted first as a formal system test to ensure operability of all system components collectively. Next acceptance testing is conducted by a representative user group to ensure satisfactory alignment with the functional and technical requirements. Finally tuning efforts ensure the optimal system performance. • Define system test strategy • Develop system test cases/scripts • Conduct system test • Resolve issues identified during system test • Complete system test subsequent to issue resolution • Assemble acceptance test team • Develop acceptance test cases/scripts • Conduct acceptance testing • Application tuning • System test signoff • Acceptance test signoff Project Planning & Initiation System Design System Build Testing & Tuning System Deployment ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    25. 25. Apr 25, 2014 / Slide 25 / Rapid Hyperion Planning Deployments Activities Key Deliverables Milestones • Application migrated to production • Application loaded and consolidated with production data • Trained user community The System Deployment phase is initiated upon receiving sign-off from the system testing and user acceptance testing teams. The activities associated with deploying the application and creating training materials for the user are handled in parallel. After the application is successfully deployed, user training is completed and the application is made available for use. • Migrate Planning metadata to production repository • Migrate Business rules to production repository • Migrate application settings to production environment • Import users and security to production repository • Load production data • Consolidate database • Verify functionality • Create training materials • Conduct user training session • Project deployment sign-off • Post implementation review Project Planning & Initiation System Design System Build Testing & Tuning System Deployment ““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
    26. 26. Apr 25, 2014 / Slide 26 / Rapid Hyperion Planning Deployments Rapid Deployment:Rapid Deployment: The Value PropositionThe Value Proposition  Allows organizations to realize immediate cost savings through an accelerated implementation.  Establishes a budget conscious methodology that deploys Hyperion Planning’s base functionality (Rapid “NHS Foundation”) to satisfy core functional requirements.  Promotes the selection, inclusion, and customization of additional Hyperion Planning functionality through Rapid “Planning Functionality Blocks”.  Facilitates a phased approach in which knowledge transfer is conducted whereby clients assume ownership of future project phases; reducing dependency on external services and associated costs.  Utilizes pre-built, customizable templates (models, forms, reports and business logic) reducing development cycles and project cost.
    27. 27. Apr 25, 2014 / Slide 27 / Rapid Hyperion Planning Deployments OptionsOptions ““Planning Functionality Blocks”Planning Functionality Blocks”
    28. 28. Apr 25, 2014 / Slide 28 / Rapid Hyperion Planning Deployments Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ModulesExtended Modules The ‘Extended Modules Option’ enables organizations to augment the functionality delivered by the Base Foundation by extending the solution to include the Workforce and Capital Asset planning modules, additional reports and integration of 2 additional data sources.  Deliverables  15 additional reports  2 additional data source integration  Currency Conversion  Workforce Planning  Capital Asset Planning  Resources  1 Data Integrator %100  2 Planning Architects %100  1 Reporting Architect %75  2 internal SMEs %50
    29. 29. Apr 25, 2014 / Slide 29 / Rapid Hyperion Planning Deployments The ‘Extended Modeling Option’ allows organizations to augment the functionality provided by the Base Foundation solution by integrating the business logic contained within 2 spreadsheet models in addition to the development of a driver-based planning methodology.  Deliverables  15 business rules  Driver-based planning  2 integrated spreadsheet models  2 additional custom dimensions  Resources  1 Planning Architect %100  1 Reporting Architect %75  1 Data Integrator %100  2 internal SMEs %75 Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ModelingExtended Modeling
    30. 30. Apr 25, 2014 / Slide 30 / Rapid Hyperion Planning Deployments The ‘Extended Integration Option’ allows organizations to augment the functionality provided by the Base Foundation solution by increasing the number of integrated data sources and by providing additional financial reports.  Deliverables  2 additional custom dimensions  2 additional data sources integrated  15 additional reports  Resources  1 Reporting Architect %75  1 Data Integrator %100  1 internal SME %100 Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended IntegrationExtended Integration
    31. 31. Apr 25, 2014 / Slide 31 / Rapid Hyperion Planning Deployments The ‘Extended Reporting Option’ allows organizations to augment the functionality provided by the HyJump Base Foundation solution by increasing reporting and analysis capabilities through the deployment of additional financial reports and dashboards.  Deliverables  10 dashboard reports (Web Analysis)  15 additional reports  Resources  1 Reporting Architect %100  2 internal SME %50 Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ReportingExtended Reporting
    32. 32. Apr 25, 2014 / Slide 32 / Rapid Hyperion Planning Deployments Rapid Deployment:Rapid Deployment: Solution Functionality MatrixSolution Functionality Matrix “Base Foundation” Solution: $197,000 / 12 weeks
    33. 33. Apr 25, 2014 / Slide 33 / Rapid Hyperion Planning Deployments Contact Information Dr. Siva Narayana PhD, FCMA, ACA University of Wealth 07474222079 / 07446254923 www.universityofwealth.com
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