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UKOUG 2012 Metadata Management for Oracle Hyperion EPM

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Orchestra Networks presentation at the UK Oracle User Group EPM & Hyperion conference on October 23, 2012. A streamlined approach to the management and governance of shared dimensions and hierarchies …

Orchestra Networks presentation at the UK Oracle User Group EPM & Hyperion conference on October 23, 2012. A streamlined approach to the management and governance of shared dimensions and hierarchies - the metadata for the Hyperion EPM Suite.

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  • 1. Metadata Management for OracleHyperion EPMChistophe Barriolade, Orchestra Networks
  • 2. DisclaimerOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names maybe trademarks of their respective owners. Product names, logos, brands, and othertrademarks featured or referred to are the property of their respective trademark holders.These trademark holders are not affiliated with Orchestra Networks, our products, or ourwebsite. They do not sponsor or endorse our product or any of our solutions.Page 2 OUG EPM & Hyperion Conference 2012
  • 3. About Orchestra NetworksPage 3 OUG EPM & Hyperion Conference 2012
  • 4. Pure player in Reference Data ManagementOrchestra Networks is a leading Reference / Master Data Management vendor.•  Company founded in 2000•  Leadership and shareholders •  Top management: 4 co-founders for 12 years •  Very stable, privately-held company Team•  52 employees worldwide (40% on product engineering and support)Page 4 OUG EPM & Hyperion Conference 2012
  • 5. Recognized by leading analysts Orchestra Networks is positioned by Gartner in MDM Magic Quadrants since 2010 and featured in multidomain MDM reports. Only MDM vendor to be ranked "good" by Gartner in MDM for finance, human capital and product with a single product. Orchestra Networks ranked #1 MDM technology among 14 vendors in The Information Difference MDM Landscape Q2 2012 “Because Orchestra Networks is a multi-domain MDM, it is possible for it to handle both hierarchies for finance departments and other domains. It has also improved support for enterprise applications such as Oracle Hyperion with its EBX5 add-on for Oracle Hyperion EPM customers.”Page 5 OUG EPM & Hyperion Conference 2012
  • 6. Large companies worldwide have selected EBX5for their RDM / MDM requirementsPage 6 OUG EPM & Hyperion Conference 2012
  • 7. Top Oracle Hyperion users rely on EBX5 forReference Data ManagementPage 7 OUG EPM & Hyperion Conference 2012
  • 8. Managing Dimensions and Hierarchiesin Oracle Hyperion EPM SuitePage 8 OUG EPM & Hyperion Conference 2012
  • 9. A day in the finance & Accounting office...Page 9 OUG EPM & Hyperion Conference 2012
  • 10. What are the key dimensions in your EPM apps?(also called: metadata, master data, reference data, hierarchies...) Operational Systems Oracle Hyperion EPM applications Hyperion Financial Management Hyperion ERP (HFM) Oracle Essbase Planning ERP Oracle Essbase Usually created Account Account Account in operational Company Company Company code systems Cost center Customer Cost center Product Product Customer Multiple applications / Multiple instancesPage 10 OUG EPM & Hyperion Conference 2012
  • 11. How much manual effort is spent…Managing HFM Dimensions across levels At corporate level HFM At business unit level HFM HFM HFM Page 11 OUG EPM & Hyperion Conference 2012
  • 12. How much manual effort is spent…Synchronizing dimensions across Hyperion EPM applications HFM Essbase Planning Page 12 OUG EPM & Hyperion Conference 2012
  • 13. How much manual effort is spent…Reconciling between versions (Past, Present and Future) JAN APR JUL OCT JAN HFM HFM HFM HFM HFM Page 13 OUG EPM & Hyperion Conference 2012
  • 14. Its more than just sharing data Maintain consistency across all dimensions Duplication of data means •  orporate consistency... C multiple edits between Corp/ • .. with local autonomy for business units . Local Avoid errors in data maintenance Manual synchronization with •  nforce validation controls / security E planning introduces errors •  void copy-synchronize-reconcile loops A that are caught too late... Temporal management Supporting monthly update •  eep history, rollback to past versions K cycles with parallel work •  ork on future updates W streamsPage 14 OUG EPM & Hyperion Conference 2012
  • 15. Key requirements: Hyperion administrators Sales & Marketing Human Resources Finance & Accounting Users •  Reduce manual maintenance of data HFM Admin Essbase Admin Planning Admin •  Avoid errors in dimensions •  Share dimensions between apps ERP ERP HFM HFM Essbase Essbase Planning Essbase and instances (e.g. for business units)Page 15 OUG EPM & Hyperion Conference 2012
  • 16. Key requirements: Finance & Accounting users Sales & Marketing Human Resources •  Manage hierarchies •  Update data •  Work in future versions / Impact analysis Finance & Accounting Users •  View history / Rollback in previous states •  Reduce manual maintenance of data HFM Admin Essbase Admin Planning Admin •  Avoid errors in dimensions •  Share dimensions between apps ERP ERP HFM HFM Essbase Essbase Planning Essbase and instances (e.g. for business units)Page 16 OUG EPM & Hyperion Conference 2012
  • 17. Key requirements: Usersacross the enterprise •  Access hierarchies •  Contribute to governance Sales & Marketing •  Align with other master data Human Resources •  Manage hierarchies •  Update data •  Work in future versions Finance & Accounting Users •  Get history •  Reduce manual maintenance of data HFM Admin Essbase Admin Planning Admin •  Avoid errors in dimensions •  Share dimensions between apps ERP ERP HFM HFM Essbase Essbase Planning Essbase and instances (e.g. for business units)Page 17 OUG EPM & Hyperion Conference 2012
  • 18. How do you manage your dimensions today? HFM HFM ERP Essbase ERP Essbase Oracle tools? EPMA, DRM: Requires trained Planning Essbase Hyperion "power users". Lack of easy-to-use UI, no workflow, rudimentary version control.Page 18 OUG EPM & Hyperion Conference 2012
  • 19. Solution for a better management of metadatain Oracle Hyperion EPMPage 19 OUG EPM & Hyperion Conference 2012
  • 20. Introducing MDM for Oracle® Hyperion EPM Suite End users & EPM administrators Browser-based User Interface Hierarchy Management & Workflow Central MDM Import data from with pre-built Import dimensions dimension any source system models from HFM / (Web Services, Essbase / CSV/XML files) Planning Export dimensions (initial migration) to HFM / Essbase / Planning ERP HFM Essbase Planning ERP HFM Essbase EssbasePage 20 OUG EPM & Hyperion Conference 2012
  • 21. Import your dimensions in 1 click Perform the initial migration of your dimensions from EPM applications HFM Essbase PlanningPage 21 OUG EPM & Hyperion Conference 2012
  • 22. Manage hierarchies Browser-based user interface with visual hierarchy managementPage 22 OUG EPM & Hyperion Conference 2012
  • 23. View and update nodes Edit any field valuePage 23 OUG EPM & Hyperion Conference 2012
  • 24. Manage hierarchies at corporate and local levels Maintain consistency without any duplicationPage 24 OUG EPM & Hyperion Conference 2012
  • 25. Keep track of past versions Get full history of your data, rollback to past versionsPage 25 OUG EPM & Hyperion Conference 2012
  • 26. Work on future updates Staging of your upcoming updates, comparison reportsPage 26 OUG EPM & Hyperion Conference 2012
  • 27. Set permissions at field level Configure access rights for usersPage 27 OUG EPM & Hyperion Conference 2012
  • 28. Approve changes Configurable workflow for change management and approvalsPage 28 OUG EPM & Hyperion Conference 2012
  • 29. Export dimensions in 1 click Export updates to your Hyperion applicationsPage 29 OUG EPM & Hyperion Conference 2012
  • 30. Export to other systems Export your hierarchies as CSV, XML filesPage 30 OUG EPM & Hyperion Conference 2012
  • 31. Packaging and pricing EBX5 Add-on for Oracle® Configuration MDM Software Hyperion EPM •  1 Production instance •  1 Lab instance Installation •  On your own Java application server and database (Oracle, DB2, Bundled licence SQL Server, Posgre) Restricted use to Oracle Hyperion •  Pre-packaged open source application server and database metadataPage 31 OUG EPM & Hyperion Conference 2012
  • 32. Implementation strategy Installation and set-up 1 Install software, migrate EPM dimensions, configure roles & users Manage dimensions and hierarchies 2 Configure views, versions (past and futue), adaptation between global and local Export data to EPM applications 3 Export files, configure synchronization 1 to 2 weeks Advanced integration 4 Integrate with source systems via middleware (ETL, ESB..) Advanced governance 5 Configure approval workflows, add permissions, business rules 1 to 3 monthsPage 32 OUG EPM & Hyperion Conference 2012
  • 33. ConclusionPage 33 OUG EPM & Hyperion Conference 2012
  • 34. Benefits of a unified dimension and hierarchymanagement •  Adapt to global and local contexts •  React quickly •  Better manage mergers and acquisitions •  Share key reference data across finance •  Comply with standards and regulations •  Access to financial hierarchies from inside and outside the enterprisePage 34 OUG EPM & Hyperion Conference 2012
  • 35. www.orchestranetworks.com Follow us on Twitter: @orchestramdmPage 35 OUG EPM & Hyperion Conference 2012
  • 36. About UKOUG ContactUKOUG exists to serve the Oracle User Group Housecommunity in the UK and Ireland. We act 591-593 Kingston Roadas a focal point for sharing knowledge Wimbledonabout Oracle applications, technologies, Londontools and developments and, as an SW20 8SAindependent, not for profit membership T: +44 (0)20 8545 9670organisation, represent the views of F: 0870 9000 335users and partners to Oracle. W: www.ukoug.org© Copyright 2011 UKOUG