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Apr 7, 2023 / Slide 1 / Rapid Hyperion Planning Deployments
Hyperion PlanningHyperion PlanningRapid Hyperion Planning Deployments
Presented By: Siva Narayana University of Wealth
www.universityofwealth.com
Apr 7, 2023 / 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”
Apr 7, 2023 / Slide 3 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: The Business The Business ChallengeChallenge 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
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Hyperion Planning Overview: Hyperion Planning Overview: Standardize the Standardize the Planning ProcessPlanning 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 AdministrationHyperion Planning provides the core technology required to establish a cadence of control and predictability to your Budgeting and Forecasting Process.
Apr 7, 2023 / Slide 5 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: The Value The Value PropositionProposition
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)
Apr 7, 2023 / Slide 6 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Hyperion Planning Overview: Integrated Business Integrated Business Planning SolutionPlanning 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
Apr 7, 2023 / Slide 7 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Hyperion Planning Overview: Workforce & Capital Workforce & Capital Asset ModulesAsset 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
Apr 7, 2023 / 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
Apr 7, 2023 / Slide 9 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview:Hyperion Planning Overview: Capital Asset Capital Asset PlanningPlanningSupports 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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.
Apr 7, 2023 / 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
Apr 7, 2023 / 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
N+1 Data Cluster
Web / Presentation Server Farm
HTTP
HTTP Server 1
HTTP Server 2
Web Application (J2EE)
J2EE Server 1
J2EE Server 2
Application Server Farm
Application Server 1
Application Server 2
Application Server 3
Application Server 4
Load Balancer
Load Balancer 1
Load Balancer 2
OLAP Server RDBMS Server
SAN
FI
RE
WA
LL
FI
RE
WA
LL
Templates/Accelerators:Templates/Accelerators: Reference ArchitecturesReference Architectures
Application Server Layer Data Layer
AWSPRIB00001018AWSPRIB00001020IBM p5104 x Dual Core CPU8 GB RAMShared Services, Analytic Administration ServicesPlanning WebSmartView Provider
WAPPRIB00001186HP BL45p G24 x AMD Dual Core CPU4 GB RAMWindows 2003 ServerAnalytic Services (Essbase)Hyperion License Server
SQL Server RepositoryWSQLRIB00001109
Web / Presentation Layer
WAPPRIB00001187HP BL25p G22 x AMD Dual Core CPU4 GB RAMWindows 2003 ServerPlanning DCOMHyperion Application Link
NIC1
NIC2
UID
HP ProLiantBL460c
NIC1
NIC2
NIC3
NIC4
UID
HP ProLiantBL480c
p5
p5
CO
NT
EN
T S
WIT
CH
Apr 7, 2023 / Slide 14 / Rapid Hyperion Planning Deployments
Templates/Accelerators:Templates/Accelerators: Data ModelsData Models
Apr 7, 2023 / 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
Apr 7, 2023 / 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 Driver-based Business LogicLogic
Apr 7, 2023 / 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
Apr 7, 2023 / Slide 18 / Rapid Hyperion Planning Deployments
Templates/Accelerators:Templates/Accelerators: ReportsReports
Apr 7, 2023 / Slide 19 / Rapid Hyperion Planning Deployments
Plan
Design
Build
Test
Dep
loy
Maintai
n
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
Apr 7, 2023 / Slide 20 / Rapid Hyperion Planning Deployments
Typical Project Timeline = 3 months
““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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.
Apr 7, 2023 / Slide 27 / Rapid Hyperion Planning Deployments
OptionsOptions
““Planning Functionality Planning Functionality Blocks”Blocks”
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Optional “Planning Functionality Blocks”: Optional “Planning Functionality Blocks”: Extended ModulesExtended ModulesThe ‘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
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / 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
Apr 7, 2023 / Slide 32 / Rapid Hyperion Planning Deployments
Rapid Deployment:Rapid Deployment: Solution Functionality MatrixSolution Functionality Matrix
“Base Foundation” Solution: $197,000 / 12 weeks
Apr 7, 2023 / Slide 33 / Rapid Hyperion Planning Deployments
Contact InformationDr. Siva Narayana PhD, FCMA, ACAUniversity of Wealth07474222079 / 07446254923www.universityofwealth.com