Master Epm

1,513 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,513
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
115
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Master Epm

  1. 1. About This Presentation • Objectives: Enterprise Dimension Management & Hyperion Data Relationship Management (DRM) • Authors: Emanuele Stridacchio – emanuele.stridacchio@oracle.com • Release date: February 23 2010 Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2
  2. 2. <Insert Picture Here> Enterprise Dimension Management & Hyperion Data Relationship Management (DRM) Emanuele Stridacchio, Sales Consultant
  3. 3. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 4
  4. 4. <Insert Picture Here> Why Enterprise Dimension Management? Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 5
  5. 5. Why Enterprise Dimension Management? Add value to the enterprise Align critical dimensions across the enterprise to: 1. Reduce risk of reporting mis-statement 2. Increase ease of regulatory compliance 3. Reduce maintenance costs for EPM, BI, DW & ERP 4. Increase effective data sharing across EPM & BI “Enterprise Dimension Management is also critical to Enterprise Performance Management (EPM), no one believes the reports and dashboards if the data is a mess.” Bill Swanton VP, Research AMR Research Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 6
  6. 6. What are Enterprise Dimensions? Measures of value • Classify transactional & analytical data • Reflect how the enterprise measures value • Shared across multiple business functions & systems • Usually hierarchical, often inter-connected FINANCIAL ORGANIZATIONAL ANALYTICAL • Charts of accounts: • Organization hierarchies • Cross-dimensional mappings • Support multiple accounting • Legal entity structures • Intercompany mappings standards (IFRS, US GAAP) • Suppliers / vendors / customers • ‘Alternate’ roll-up structures • Cost centers • Location hierarchies: • Consolidated external reporting • Store locations • Support multiple jurisdictions • Regional management • Business segmentation • Sales channels Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 7
  7. 7. Enterprise Dimension Management Alignment and consistency Enterprise Dimension Management Global & Local Alignment System Migration Re-org & Acquisitions Governance & Compliance Consistent Dimensions across EPM, BI, DW and ERPs Hyperion Data Relationship Management Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 8
  8. 8. Value of Enterprise Dimension Management Do you see any of these symptoms? SYMPTOMS SOLUTION VALUE • Unexplained reporting • Complete audit trail & • Opportunities for reporting inconsistencies requiring governance of all changes to inconsistencies significantly complex reconciliation enterprise dimensions reduced • Uncertainty over compliance • Integration with workflow request • Compliance with regulatory (Sarbanes-Oxley, Basel-II, etc.) and approval processes standards simplified • No visible audit trails for • Single ‘system of entry’ and • Financial close times can be changes to critical dimensions ‘system of record’ for all reduced dimension maintenance • Complex, parallel workflow • Tangible cost savings from the processes required to ensure • Enterprise dimensions aligned elimination of multiple, parallel, dimensions are synchronized across participating applications dimension maintenance Dimension maintenance processes • Dimension maintenance requires • the support of IT groups devolved to local data stewards • Integration of new systems and Business rules defined by the applications will be quicker, more • Multiple point-to-point • business & enforced consistently reliable and less costly integration processes required to feed dimension changes • Automation of the calculation of • Need for complex approval across systems many hierarchy attributes, processes reduced • Uncertainty over the location of a through a formula engine or by • Streamlined M&A processes “system of record” inheritance rules Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 9
  9. 9. Dimension Management Maturity Model From “scattered” to “governed” Characteristics 1 - Scattered 2 - Home-made 3 - Centralized 4 - Aligned 5 - Governed Maintenance Scattered, local Ad hoc spread- Central repositories Central repositories Unified, controlled process processes for each sheets and MS force synchronization recognize varied environment for all instance of each Access DBs for for groups of systems needs of participating changes application specific domains systems Maintenance IT, for each silo Business users, but Technical Central functions (eg. Local business responsibility application IT needed to administrators Corporate Finance) experts (‘data integrate changes. (business or IT) stewards’) Dimension Mis-alignments Some point-to-point Complex point-to- Central integration Single ‘system of alignment surface as reporting integration using point integrations ‘hub’ using ‘open’ entry’ ensures inconsistencies ‘black box’ ETL ETL processes alignment Data governance Not possible Limited governance Centralized control Central functions Governance for some subject enforced by tools apply governance delegated to areas business experts Workflow No consistent Inconsistent workflow Multi-step approval Complex workflows Simplified request & processes workflows for each solution processes to ensure data quality approval mechanism Indicators • Fear of regulatory • Duplicated effort, • Some duplicate • Centralized & • Enterprise-wide non-compliance but business maintenance (eg. complex workflows alignment • Duplicated effort experts involved between EPM & lengthen close • Intrinsic compliance • Reporting ERP systems) cycles • Frequent reporting • Fully devolved reconciliation inconsistencies & • Local business • Automated governance issues reconciliation rules enforced Integration with • Full audit trails issues • Compliance major enterprise • Responsibility for • Business rules • Simple audit trails enforced by systems changes unclear enforced possible complex processes • Rapid assimilation • Ad hoc processes automatically of acquisitions to support mergers
  10. 10. <Insert Picture Here> Hyperion DRM in the Enterprise Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 11
  11. 11. Dimension Management with Hyperion DRM Unified source of the “truth” • Simplify: – Simplify process & responsibilities • Align: – Align dimensions across systems • Governance: – Audit, versioning & change control • Risk mitigation: – Consistent workflows reduce risk of financial mis-statement Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 12
  12. 12. DRM is a Change Management Platform Govern Oracle EBS Planning Consolidate Peoplesoft Consolidation Share Share SAP Hyperion BI & Data Marts DRM Hyperion Profitability Data Other Warehouse Rationalize • Streamlines dimensions changes among complex Enables organizations to . . . hierarchical structures across enterprise systems • Build enterprise-wide consistency in terms and • Engages business users as direct contributors to definitions across systems and stakeholders dimension management • Improve TCO with streamlined data maintenance • Codifies the knowledge that resides in experts into • Generate trustworthy insight based on high quality automated, repeatable business rules master data • Enable data governance & compliance across the • Dramatically reduce financial reconciliation time enterprise by enforcing standards and controls • Comply with rules and regulations Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 13
  13. 13. Dimension Management Maturity Hyperion Data Relationship Management SCATTERED PROCESSES WITH HYPERION DRM • Many different people involved • One location for all changes • Inevitable manual processes • Streamlined change management • Error-prone & inconsistent • Dimensions consolidated into a single maintenance structure • Impossible to audit • Immediate feedback to business users for • Impossible to roll-back changes enforcement of business rules • Consumes time and resources • Dimensions published to downstream • Many requests for updates ‘interpreted’ systems when required and implemented by IT experts • Alignment of dimensions assured • Uncertainty on accuracy of reporting • Reporting inconsistencies significantly • Uncertainty over causes of discrepancies reduced (bad data, bad hierarchy definitions, • Compliance with regulatory standards human error …) simplified • Audit and compliance difficult - • Financial close times can be reduced compliance implications for legal reporting Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 14
  14. 14. “Scattered” Dimension Maintenance Low maturity Enterprise Applications GL Sales Consol Reporting Essbase DW Scattered Dimension Maintenance ( Multiple, loosely-coordinated parallel processes & workflows ) Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 15
  15. 15. “Governed” Dimension Maintenance High maturity with Hyperion DRM Enterprise Applications GL Sales Consol Reporting Essbase DW Hyperion DRM (Enterprise dimensions aligned – unified source of ‘truth’ – delegated governance) Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 16
  16. 16. <Insert Picture Here> DRM Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 17
  17. 17. Example Entity Structures Task-driven user interaction Shortcuts to analysis and Quick reporting search for tools nodes Multi-node clipboard Simplified presentation of data Easy access to lists of relationships Pagination of hierarchy nodes in tree Details for selected property Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 18
  18. 18. What if? Future What-If Scenario Current Version • Changes for next financial year being considered • Changes for next financial period • Account re-organization is being currently being modeled modeled and tested • Model will be applied after • Model can be applied (or discarded) November 2007 financial close after financial year-end close Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 19
  19. 19. Synchronize by Property Interactive search of multiple hierarchies by any property Marked nodes in another hierarchy Marked nodes in the same hierarchy Easy access from any node Results Use any summary by common hierarchy property value Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20
  20. 20. Enabling Consistent Reporting Hyperion Data Relationship Management $60+ billion technology company Over 82,000 employees EBS Financials & Teradata warehouse Before After Current reporting hierarchies create Implemented Hyperion DRM to master redundant, inconsistent data structures chart of accounts, entities, accounts, across applications, regions, and segments projects, & products Result is various versions of the “truth” Provides a single, scalable Decentralized technology structure requires maintenance interface to support independent maintenance processes and 10,000+ changes each month to Dell’s onerous synchronization routines global hierarchies Dell data warehouse and financial Enables consistent distribution of management system are being overloaded reporting master data as reference data sources Enables global visibility, reduction in manual processes, improved data integrity, and reduced reconciliation effort Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 21
  21. 21. Alternate Hierarchies Different view on entity Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 22
  22. 22. Cross Dimensional Mapping Drag and Drop Mappings Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 23
  23. 23. Ensure Integrity of data Customizable Validations • Example: A target system only supports account descriptions up to 25 characters • DRM configured to prevent descriptions longer than 25 characters Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 24
  24. 24. Simplifying Change Management Hyperion Data Relationship Management $7.3 billion in turnover 4,900 employees Third largest independent producer of natural gas in US Before After Complex processes for assigning Gained freedom to build teams according employees to territories & wells to where oil and gas reserves are located Uncertainty over the integrity of a high Reduced the number of calls for volume of changes assistance between the business and their IT support Difficult & time consuming to make Streamlined process of intersecting GIS operational changes to EDW and GIS layers from 72 hours to one hour applications Reduced the time required to process the spatial data to 1/10th Decentralized and distributed the ability to change role assignments closer to the source of the change Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 25
  25. 25. Compare structures over time Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 26
  26. 26. Export Dimensions Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 27
  27. 27. System of Record for Enterprise Dimensions Hyperion Data Relationship Management $900+ million consumer financial company Over 1,000 locations in 21 US states Lawson GL and custom point-of-sale system Before After Needed a solution to summarize and Mastered all POS entities (product type, load POS data as journal entries into event type, amount type, bank accounts, Lawson G/L transaction codes, etc.) and maintained Maintenance of mappings between G/L maps to G/L Chart of Accounts and POS system was error prone, Simplified migration to new POS system reactive and slowed the financial close Shortened financial close process Proactive maintenance freed time for Changes resulting from new product more value-creating tasks introductions, active usury legislation and local competition demanded an agile Accuracy enforced approach Rich audit tracking and versioning provided transparency and regulatory compliance Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 28
  28. 28. Audit Trail of changes Comprehensive out of the box audit trail Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 29
  29. 29. Master or Slave? Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 30
  30. 30. What Fifth Third Bank is saying “We had over 2 million data points in our general ledger. We created one instance of the truth…everyone comes to our EDM product to get the financial hierarchy.” VP Financial Systems, Fifth Third Bank Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 31
  31. 31. Single Version of the Truth Hyperion Data Relationship Management $8.5 billion turnover and 22,000 employees Over 1,200 banking centers 65 users of Hyperion DRM Before After Required technology infrastructure to Reduced costs via centralized support rapid growth through maintenance of dimensional data acquisitions Established consistent enterprise Need to standardize reporting templates, dimensions across Oracle OFSA, SAP, manage global changes and provide DB2, Hyperion, and 40 other minor accurate, credible data systems Inconsistencies of dimensional data Created ultimate system of record and throughout systems and applications, system of entry for financial master data manifested themselves at the financial reporting level Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 32
  32. 32. Fifth Third Bancorp • A Fortune 500 company • Headquartered in Cincinnati, OH, USA • 18 affiliates in OH, KY, IN, MI, IL, FL, TN, WV, PA, & MO • A diversified financial services company with five primary businesses: Commercial Banking, Branch Banking, Consumer Lending, Investment Advisors, and Fifth Third Bank Processing Solutions • US$100 billion in assets (as of Q1 ‘07) • One of the largest banks in U.S. by asset size and market cap • Over 22,000 employees • 6 million customers Fifth Third traces its origin to the Bank of Ohio Valley, est. 1858. In 1871, that bank was purchased by the Third National Bank. At the turn of the 20th century, the Third National Bank and the Fifth National Bank merged and eventually became known as "Fifth Third Bank". Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 33
  33. 33. Balancing Act ease of administration application functionality Functionally-specific Apps Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 34
  34. 34. Comparability Standardization Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 35
  35. 35. Business Performance Mgt (BPM) Metr Repo ic Meaningful sitor y context le Accessib rs to use Common Hierarchies Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 36
  36. 36. Usability Functionally-specific Apps Standardization Common Hierarchies Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 37
  37. 37. 5/3-Specific Business Issues • Single Financial Reporting app supported too many functions • No separation between development and production environments • No formal structure to metadata maintenance • Manual updates to each system Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 38
  38. 38. Finance MDM Hub Business Continuity Marketing Systems E Databases Capital Markets TH IBM DB2 Databases Data Warehouse O F N SAP-H/R SAP- IO H --- Lawson-H/R Lawson- S T ER RU Master Data Oracle/OFSA Repository E V T ON Hyperion Financial Management Hyperion (HFM) Enterprise Hyperion Essbase Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 39
  39. 39. Approach ON-GOING PROCESS: • Gain organizational agreement on concept • Obtain executive sponsorship • Develop governance process for change requests • Develop oversight board and system admin council ONE-TIME INITIATIVES: • Define master data • Extract master data from key systems • Reconcile data and determine future standard • Develop master data standard definition/reference tool • Archive history, create new version • Update central master data repository • Create maintenance log • Synchronize participating systems Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40
  40. 40. Approach ON-GOING PROCESS: • Gain organizational agreement on concept • Obtain executive sponsorship • Develop governance process for change requests • Develop oversight board and system admin council ONE-TIME INITIATIVES: • Extract master data from key systems • Reconcile data and determine future standard • Develop master data standard definition/reference tool • Archive history, create new version • Update central master data repository • Create maintenance log • Synchronize participating systems Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 41
  41. 41. Change Request Process Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 42
  42. 42. Approach ON-GOING PROCESS: ON-GOING • Gain organizational agreement on concept • Obtain executive sponsorship • Develop governance process for change requests • Develop oversight board and system admin council ONE-TIME INITIATIVES: ONE-TIME • Define master data • Extract master data from key systems • Reconcile data and determine future standard • Develop master data standard definition/reference tool • Archive history, create new version • Update central master data repository • Create maintenance log • Synchronize participating systems Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 43
  43. 43. Version Control Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 44
  44. 44. Approach ON-GOING PROCESS: ON-GOING • Gain organizational agreement on concept • Obtain executive sponsorship • Develop governance process for change requests • Develop oversight board and system admin council ONE-TIME INITIATIVES: ONE-TIME • Define master data • Extract master data from key systems • Reconcile data and determine future standard • Develop master data standard definition/reference tool • Archive history, create new version • Update central master data repository • Create maintenance log • Synchronize participating systems Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 45
  45. 45. Update Master Data Repository Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 46
  46. 46. Master Data Metrics • 80+ financial hierarchical structures (entities and G/L accounts) • 300 Versions (134 financial; 151 user-managed LOB, 15 test) • 460 attributes (<10 are entered; rest are derived, inherited, or defaulted) • Financial dimensional data: 13,900 base entities; 21,500 total entities 4,900 base G/L accounts; 6,700 total G/L accounts 100 base LOBs; 130 total LOBs • 1 admins, 15 “light” admins, 140 users • average 7,000-8,000 changes per month (have had over 14,000 changes with major reorganizations) • ragged and normalized structures • supports financial hierarchies in addition to LOB salesperson hierarchies Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 47
  47. 47. Benefits/Accomplishments • Support for functionally specific, purpose-built applications • Standardized naming conventions • Hierarchical consistency • Standardized cost centers and COA setup • Segregated development and production environments • Implemented well-defined, robust business process • Support for Sarb-Ox and other governance activity • Reduced closing cycle change management process • Improved accuracy of reporting across systems • Secure, user-managed hierarchy structures • Clearly defined ownership Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 48
  48. 48. Keys To Success • Recognition of the need by Senior Management • Focused discipline of the Project Team • Vision to create a proactive, repeatable business process • Enabling technology provided by Hyperion Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 49
  49. 49. Hyperion DRM for Dimension Management Align critical dimensions • DRM is a “best of breed” solution: – Mature product – Strong user base – Technology agnostic – Great tool for SAP customers! • Automation of dimension alignment: – Reduce manual efforts and errors – Increase data quality – Complete audit trail & “roll back” • Business value: – Process alignment and simplification – Simplify system rollouts & maintenance Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 50
  50. 50. DRM Customers by Business SegmentVICES COMMUNICATIONS MANUFACTURING HIGH PUBLIC SECTOR FINANCIAL LIFE SCIENCES MEDIA & UTILITIES & DISTRIBUTION TECHNOLOGY SERVICES AND HEALTHCARE RETAIL Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 51
  51. 51. The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 52
  52. 52. <Insert Picture Here> Appendix • DRM pedigree • Oracle Enterprise Master Data Management product family • DRM screenshot • Additonal customer story (Cash America) • DRM project scope (implementation complexity) • DRM whiteboard process (9 slides, “The business problem”) Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 54
  53. 53. DRM Pedigree Best of breed solution • Mature product: – 10+ years, multiple releases – Developed by Bank One – Brought to market by Razza, Hyperion, and now Oracle • 200+ customers, most in Fortune 1000, cross-industry • Technology-agnostic: – Flexible DB schema to represent any hierarchical relationship – Tools to integrate with downstream applications: • Flat files, ODBC connectivity, automated feeds … • Hierarchies can be transformed during export process • “Application Templates” for Hyperion applications Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 55
  54. 54. Oracle Enterprise Master Data Management The most complete MDM offering in the market today Data Governance Manager Operational Analytical Systems Systems Operational MDM Apps Analytical MDM Siebel Dashboards EBS DW Customer Analytical Financial Supplier Product Site SAP BI & Datamarts PeopleSoft Planning JDE Oracle Oracle Oracle Oracle Oracle / Hyperion Customer Supplier Product Site Data Relationship Financial Hub Hub Hub Hub Management Consolidation Custom Apps Application Integration Architecture Budgeting External Apps Oracle Fusion Middleware Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 56
  55. 55. What Cash America is saying “Implementing Hyperion DRM helped shorten our time to financial close and saved us the trouble of building a custom solution to manage our POS master data artifacts” John Van Aken, Financial Systems , Cash America Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 58
  56. 56. System of Record for Enterprise Dimensions Hyperion Data Relationship Management $900+ million consumer financial company Over 1,000 locations in 21 US states Lawson GL and custom point-of-sale system Before After Needed a solution to summarize and load Mastered all POS entities (product type, POS data as journal entries into Lawson G/L event type, amount type, bank accounts, Maintenance of mappings between G/L and transaction codes, etc.) and maintained POS system was error prone, reactive and maps to G/L Chart of Accounts slowed the financial close process Simplified migration to new POS system Changes resulting from new product Shortened financial close introductions, active usury legislation and Proactive maintenance freed time for local competition demanded an agile more value-creating tasks approach Accuracy enforced Rich audit tracking and versioning provided transparency and regulatory compliance Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 59
  57. 57. Determining DRM Project Scope Typical characteristics SMALL MEDIUM LARGE • 5+ dimensions, most with multiple • Multiple dimensions with complex alternate hierarchies alternate hierarchies & mappings • 2 – 3 core dimensions, each with two alternate hierarchies • Multiple interfaces: • Multiple interfaces: • Simple interfaces: • Essbase, HFM, Planning • Essbase, HFM, Planning • Essbase, HFM, Planning • Transactional apps • Multiple transactional apps • Consulting: • Basic GL integration • Complex GL integration • 1½ FTE • Data warehouse • Multiple data warehouses • 2 – 3 months • Simple automation • Complex daily & monthly • Consulting: automations • 2 – 3 FTE • Consulting: • 3 – 6 months • 3+ FTE • Support from a Solutions • 6+ months Architect • Led by Senior Solutions Architect Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 60
  58. 58. Enterprise Dimension Management The business problem • Typical architecture across Analytic Applications which dimensions need to be aligned Planning Essbase Essbase Business Intelligence DW • Accounts • Entity • Cost Center • Product ETL • Location EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 61
  59. 59. Enterprise Dimension Management The business problem • Typical architecture across Analytic Applications which dimensions need to be aligned Planning Essbase Essbase Business Intelligence • Different hierarchy content & DW structure required in each • Accounts system • Entity • Cost Center • Product ETL • Location EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 62
  60. 60. Enterprise Dimension Management The business problem • Typical architecture across Analytic Applications Essbase which dimensions need to Admin be aligned Planning Essbase Essbase Business Planning Intelligence • Different hierarchy content & Admin DW structure required in each • Accounts system • Entity • Cost Center • Product ETL • Complex maintenance • Location Oracle EAI Admin processes • Channel Spreadsheet LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Review Spreadsheet Business IT Admin User E-Mail Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 63
  61. 61. Enterprise Dimension Management The business problem • Different people involved Analytic Applications Essbase Admin Planning Essbase • Inevitable manual processes Essbase Business Planning Intelligence Admin DW • Error-prone, inconsistent • Accounts • Entity • No way to audit • Cost Center • Product Oracle ETL • Location Admin EAI • No way to rollback changes • Channel Spreadsheet • Time and resource consuming LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom • Updates “interpreted” by systems experts Review Spreadsheet Business IT Admin User E-Mail Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 64
  62. 62. So … What is the Business Impact? YTD YTD Revenue Revenue • Business measures that should $13,500,322 $12,994,332 Analytic Applications be the same are not Planning Essbase Essbase Business • Uncertainty on accuracy of Intelligence reporting DW • Accounts • Uncertainty if discrepancies are • Entity YTD • Cost Center Revenue caused by bad data, different • Product definitions, human error… • Location $13,509,999 ETL EAI • YTD Channel • Month after month, expensive Revenue time and effort spent $13,599,322 researching and reconciling LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom • Audit / compliance difficulty, ? compliance implications for legal reporting ? YTD Revenue Business User ? € 9,322,219 Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 65
  63. 63. Enterprise Dimension Management The Hyperion DRM solution • DRM becomes the “system of entry” and “system of Analytic Applications record” Planning Essbase Essbase Business Intelligence DW • Accounts • Entity • Cost Center • Product ETL • Location Hyperion DRM EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 66
  64. 64. Enterprise Dimension Management The Hyperion DRM solution • DRM becomes the “system of entry” and “system of Analytic Applications record” Planning Essbase Essbase Business • Collapse separate Intelligence DW hierarchies into a single maintenance structure • Accounts • Entity • Cost Center • Product ETL • Location Hyperion DRM EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 67
  65. 65. Enterprise Dimension Management The Hyperion DRM solution • Streamline change management Analytic Applications Planning Essbase • One place to make changes, Essbase Business one structure to update Intelligence DW • Accounts • Business rules enforced – • Entity immediate feedback to users • Cost Center • Product ETL • Location Hyperion DRM EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Business User Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 68
  66. 66. Enterprise Dimension Management The Hyperion DRM solution • Publish changes for each specific consuming system Analytic Applications as needed, when needed Planning Essbase Essbase Business • Each system receives Intelligence DW required content and structure • Accounts • Entity • Cost Center • “Alignment” assured • Product ETL • Location Hyperion DRM EAI • Channel LATAM Corp EMEA APAC Peoplesoft Oracle SAP Custom Business User Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 69

×