The document discusses the implementation of Oracle Hyperion EPM metadata management at United Technologies Corporation (UTC), highlighting the challenges and solutions in handling metadata across multiple business units. It details how UTC utilizes the EBX5 solution for efficient management, integration, and version control of their financial data, thereby streamlining processes and governance. The case study emphasizes the need for effective cross-application synchronization, change management, and user-friendly interfaces in managing complex enterprise data structures.

1. Mastering Oracle Hyperion EPM Metadata in a
Distributed Organization
United Technologies Corporation Case Study
Conrad Chuang
Orchestra Networks
Eric Belmont
United Technologies
Corporation

2. l Overview: Challenges and options for
managing Oracle EPM Metadata
l Case Study: Mastering EPM Metadata at
United Technologies Corporation
“How we manage over twenty HFM…”
l Q&A
Today’s presentation
2

3. What’s a MDM/RDM vendor doing at an
Oracle Development Tools User Group?
3
Customers wanted to use our MDM/RDM solution to manage our
EPM and corporate finance master/reference data.

4. The metadata our customer wanted to
manage
4
Identifiers
Attributes
Hierarchies
Identifiers, attributes and dimensions
for account, entities…
Standard and Alternate Hierarchies

5. The challenges our customers wanted to
address …
5
Managing a single
instance and sync
between other instances
HFM
Essbase
Planning
ERP etc
Corporate
HFM
BU 1 HFM BU 2 HFM
BU 2.1 HFM
Sharing between
different applications
(EPM and non-EPM)?
As-of Current
Effective
Dated
Maintaining past,
present, future and what-
if versions?
What-if?
Many customers were trying to replace manual processes with excel,
custom developed software, or Oracle DRM

6. (3) Export
dimensions and
update Hyperion
applications via
file (APP, XML),
ETL-batch, or real-
time
Our solution, EBX5 for Hyperion
applications
6
(2) End users & EPM
administrators maintain metadata/
hierarchies using Browser-based
User Interface with Built-in
Workflow
(1) Import
dimensions from
HFM/Essbase/
Planning via: file
(APP, XML), ETL-
batch, or real-time
(ESB)
(1) Import other
master data from
any source system ERP EssbaseHFM
HFM EssbaseERP
Essbase
Planning
Central MDM
with pre-built
dimension
models

7. l Systems integration with multiple versions of Oracle
EPM applications and other enterprise applications
l Governance with distributed workflow to manage
change request process
l Easy-to-use user interfaces and integration with Excel
l Support for past, present, future, and hypothetical
versions
l Tools to manage standard and alternate hierarchies
l Simplified pricing model with cost predictability
A summary of our customers top
requests
7
One well-integrated, easy-to-use, cost-effective solution to master
our EPM metadata

8. Case Study: Mastering EPM
Metadata at United Technologies
Corporation
a.k.a. how is a customer actually using
the EBX5 solution?
8

9. United Technologies (UTC) Overview
" Mul$ple
business
units
" 218,300
Employees
" 4,000
loca$ons
in
71
countries
" 1,000+
legal
en$$es
" Conducts
business
in
about
180
countries
" 24th
largest
US
manufacturer
" 48th
largest
US
corpora$on
" 120th
largest
company
in
the
world
9
Building & Industrial Systems
Aerospace

10. Otis
20%
UTC
Climate,
Controls &
Security
26%
Pratt &
Whitney
23%
UTC
Aerospace
Systems
21%
Sikorsky
10%
Net Sales $63,394M
UTC Overview FY2013
10
Otis
27%
UTC
Climate,
Controls &
Security
27%
Pratt &
Whitney
19%
UTC
Aerospace
Systems
21%
Sikorsky
6%
Operating Profit $9,668M

11. Our challenges
11
● Request of changes from business units to
Hyperion Center of Excellence (COE)
● Mass Adds/Deletes/Changes
● Mass Moves/Reorgs
● Shared members/DUP!s
● Business Unit confidence in the changes being
made
● Upgrade from System 9 to System 11
● Quick HFM to EBX conversion

12. Hyperion Center of
Excellence (COE)
COE/Shared service maintains Hyperion
at the direction of the business units
12
Sikorsky
Climate, Controls, Security
UTC Aerospace Systems
Otis
Pratt & Whitney
UTC Corporate
Business units (BU) and the Hyperion Center of Excellence (COE) work
together to maintain metadata. COE is a shared service
Business Units (BU)

13. The scale of the UTC Implementation
Production
● (7) Hyperion Financial
Management App
Servers
● (6) IBM WebSphere
Servers (SS, SV, WS)
● (2) SQL Servers
● (24) Production
Applications
● (1) EBX5 MDM
13

14. Example change process: New Entities
14
Field request
for new
entity(ies)
New
Legal
Entity?
BU Controllers provide:
• GEMS ID & Inherit
Country
BU Tax Review &
Approval
NO
Tag to
existing LE
parent in
LE
Hierarchy
(or NEW if
unknown)
YES
WHQ
Approve
New
Entity
YES
Include new
Rainbow file
Rainbow File
New
entities
added to
EBX5
HFM and
Tax
Instances
Upload to
HFM
New
version
required
?
Snapshot old
and create new
version
(dataspace)
2
3
1

15. “Requirements Template”
Was: Rely upon an spreadsheet to
capture HFM metadata changes
15
No governance! No workflow! No comparison! DUP!s

16. “Rainbow file” used as a means of expressing what needs to be changed.
Now: Rainbow file generated by EBX5 is
used to capture BU updates
16
1

17. l Versioning was a delete of the original version,
then a copy of the latest modified to the “Base”
version.
l After 3 years of use the versions were many
and hard to find. Eventually to be deleted to
clean the screen up of old versions
Was: Versioning
17

18. Now: EBX5 maintains all versions of our
metadata
18
2
EBX5 maintains all versions: as-of, current, effective dated and pre-
approval (hypothetical)

19. Now: EBX5 can be used to create
comparison reports between versions
19
2

20. Was: Integration with HFM
20
After BU submitted the
Excel template a UTC-
maintained Excel
Macro created the
DRM Automator files
DRM
The DRM Automator
file was loaded in to
DRM where the
changes were
debugged, and verified
Automator
UTC maintained
Books in DRM
generates an APP file
which was then loaded
into HFM
APP File
Books

21. Now: EBX5 exports updates for HFM in
an appropriate format
21
3
1. EBX5 generates a Rainbow
XLS with the current metadata &
hierarchies for the BU to edit.
2. Rainbow XLS is re-
imported into a new version/
staging area in EBX5
APP File
XML File
3. After verification, either an
XML (11+) or APP file is
created and loaded into HFM
4. Occasionally, data is re-
imported into EXB5 from
HFM to ensure synchronicity

22. Example M&A Use case
22
APP File
APP File
APP File
APP File
Accounts
Entities
Customs
A new HFM App for the
acquisition or reorg is set
up quickly through direct
edit of the app files by the
team
Consolidated App file is
exported and imported into
EBX5 to verify the changes
APP File
XML File
Final updates are exported by
EBX5 and imported into HFM

23. Why we selected EBX5
• The ability to make mass organizational
changes using an excel export, modify, load
process.
• Ease of HFM to Dataspace Conversion. No
downtime.
• Handles moves, removes correctly (DUP!s)
• Change reporting- Confidence in changes.
• Workflow
23

24. Thank you!
24
Conrad Chuang
Orchestra Networks
conrad.chuang@
orchestranetworks.com
Eric Belmont
United Technologies
Corporation
eric.belmont@utc.com