mdm for oracle hyperion epm
DESCRIPTION
Orchestra Netwoks’ MDM for Oracle Hyperion EPM Applications is a single platform for managing all your dimensions and hierarchies. With built-in Oracle Hyperion models and unique hierarchy customization and management features - MDM for Hyperion provides you the tools you need to maintain dimensional consistency across organizational level, applications and time. With one-click integration to Hyperion Financial Management, Essbase and Planning, changes can be made once, in one place, rather than in multiple times in multiple HFM, Essbase or Planning instances. Unlike manual alternatives such as spreadsheets, the fine grained permissions provides you the flexibility to maintain audit controls and permissions on all, some, or none of your Hyperion metadata. With the built-in-workflow, you can define business rules and processes that govern how the individuals in your organization work together to create your dimensions. Lastly, the version control engine enables you to retrieve (and rollback) to prior versions of your dimensions and prototype new or future editions.TRANSCRIPT
MDM for Oracle® Hyperion EPM
October 2012
A solution by Orchestra Networkswww.orchestranetworks.com/hyperion
Enterprise-level Dimension Management for Oracle® Hyperion Enterprise Performance Management Suite
HFM Essbase Planning
Disclaimer
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Product names, logos, brands, and other trademarks featured or referred to are the property of their respective trademark holders. These trademark holders are not affiliated with
Orchestra Networks, our products, or our website. They do not sponsor or endorse our product or any of our solutions.
ERP Oracle Essbase
What are the key dimensions in your EPM apps?
Hyperion Financial Management(HFM) Oracle Essbase Hyperion Planning
Operational Systems Oracle Hyperion EPM applications
ERP
(also called: meta data, master data, reference data, hierarchies...)
AccountCompanyCost centerProduct
AccountCompanyCustomer
AccountCompany codeCost centerProductCustomer
Multiple applications / Multiple instances
Usually created in operational systems
How much manual effort to you spend...
Managing HFM Dimensions across levels
HFM
At corporate level
At business unit level
HFM HFM HFM
How much manual effort to you spend...
Synchronizing Dimensions across Hyperion EPM applications
HFM Essbase Planning
How much manual effort to you spend...
Reconciling between versions (Past, Present and Future)
HFM
JUL
HFM
APR
HFM
JAN
HFM
OCT
HFM
JAN
It's more than just sharing data
Maintaining consistency across levels● Corporate consistency...● ... with local autonomy for business units
Avoiding inconsistency across applications● Enforce validation controls / security● Avoid copy-synchronize-reconcile loops
Temporal management● Keep history, rollback to past versions● Work on future updates
Duplication of data means multiple edits between Corp/Local
Manual synchronization with planning introduces errors that are caught too late...
Supporting monthly update cycles with parallel work streams
Key requirements: Hyperion administrators
HFM Admin
Finance & Accounting Users
Human Resources
Sales & Marketing
Essbase Admin Planning Admin● Manage one version of the truth● Reduce manual maintenance of data● Avoid errors in dimensions● Share dimensions between apps and instances
(e.g. for business units)ERP EssbaseHFMHFM EssbaseERP EssbasePlanning
Key requirements: Finance & Accounting users
HFM Admin
Finance & Accounting Users
Human Resources
Sales & Marketing
Essbase Admin Planning Admin
● Manage hierarchies● Update data● Work in future versions / Impact analysis● View history / Rollback in previous states
● Reduce manual maintenance of data● Avoid errors in dimensions● Share dimensions between apps and instances
(e.g. for business units)ERP EssbaseHFMHFM EssbaseERP EssbasePlanning
ERP EssbaseHFM
Key requirements: Users across the enterprise
HFM EssbaseERP
HFM Admin
Finance & Accounting Users
Human Resources
Sales & Marketing
Essbase Admin Planning Admin
● Access hierarchies● Contribute to governance● Align with other master data
● Manage hierarchies● Update data● Work in future versions● Get history
● Reduce manual maintenance of data● Avoid errors in dimensions● Share dimensions between apps and instances
(e.g. for business units)EssbasePlanning
ERP Essbase
HFM
How do you manage your dimensions today?
HFM
EssbaseERP
EssbasePlanning
Spreadsheets?
Still the number 1 solution for
metadata management. Manual, error-
prone. No data model, governance or
security. ETL jobs?Complex integration from ERP to Hyperion. Add business logic in ETL, no control by business users.Oracle tools?
EPMA, DRM: Technical tools limited to
Hyperion "power users". Lack of easy-
to-use UI, no workflow, rudimentary
version control.
ERP EssbaseHFM
Introducing MDM for Oracle® Hyperion EPM Suite
HFM EssbaseERP EssbasePlanning
Central MDM with pre-built dimension models
Import data from any source system
(Web Services, CSV/XML files) Export dimensions
to HFM / Essbase / Planning
Import dimensions from HFM / Essbase / Planning(initial migration)
End users & EPM administrators
Browser-based User Interface Hierarchy Management & Workflow
Import your dimensions in 1 click
HFM
Essbase
Planning
Perform the initial migration of your dimensions from EPM applications
Manage hierarchies
Browser-based user interface with visual hierarchy management
View and update nodes
Edit any field value
Manage hierarchies at corporate and local levels
Maintain consistency without any duplication
Keep track of past versions
Get full history of your data, rollback to past versions
Work on future updates
Staging of your upcoming updates, comparison reports
Set permissions at field level
Configure access rights for users
Approve changes
Configurable workflow for change management and approvals
Export dimensions in 1 click
Export updates to your Hyperion applications
Export to other systems
Export your hierarchies as CSV, XML files
Packaging and pricing
EBX5MDM Software
Add-on for Oracle® Hyperion EPM
Bundled licenceRestricted use to Oracle Hyperion
metadata
Configuration● 1 Production instance● 1 Lab instance
Installation● On your own Java application server
and database (Oracle, DB2, SQL Server, Posgre)
● Pre-packaged open source application server and database
Trial programwww.orchestranetworks.com/hyperion
Implementation strategy
1
2
Installation and set-upInstall software, migrate EPM dimensions, configure roles & users
Manage dimensions and hierarchiesConfigure views, versions (past and futue), adaptation between global and local
3 Export data to EPM applicationsExport files, configure synchronization
4
1 to 2 weeks
Advanced governanceConfigure approval workflows, add permissions, business rules5
Advanced integrationIntegrate with source systems via middleware (ETL, ESB..)
1 to 3 months
About Orchestra Networks
The Master Data Management pure-player
Orchestra 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)
About Orchestra Networks
Recognized by leading analysts
Market Positioning
Customer References
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 one single software 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.
About Orchestra Networks
Large companies worldwide have selected EBX5 for their RDM / MDM requirements
Market Positioning
Customer References
About Orchestra Networks
Top Oracle Hyperion users rely on EBX5 for Reference Data Management
Market Positioning
Customer References
Thank you.
www.orchestranetworks.com/hyperion
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