ukoug 2012 metadata management for oracle hyperion epm

Metadata Management for Oracle Hyperion EPM

Chistophe Barriolade, Orchestra Networks

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.

OUG EPM & Hyperion Conference 2012

About Orchestra Networks


Pure player in Reference Data Management

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)


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.”

Recognized by leading analysts


Large companies worldwide have selected EBX5 for their RDM / MDM requirements


Top Oracle Hyperion users rely on EBX5 for Reference Data Management


Managing Dimensions and Hierarchies in Oracle Hyperion EPM Suite


A day in the finance & Accounting office...


ERP Oracle Essbase

Hyperion Financial Management (HFM) Oracle Essbase

Hyperion Planning

Operational Systems Oracle Hyperion EPM applications

ERP

Account Company Cost center Product

Account Company Customer

Account Company code Cost center Product Customer

Multiple applications / Multiple instances

Usually created in operational systems

What are the key dimensions in your EPM apps? (also called: metadata, master data, reference data, hierarchies...)


HFM

At corporate level

At business unit level

HFM HFM HFM

How much manual effort is spent… Managing HFM Dimensions across levels


How much manual effort is spent… Synchronizing dimensions across Hyperion EPM applications


HFM Essbase Planning

How much manual effort is spent… Reconciling between versions (Past, Present and Future)


HFM

JUL

HFM

APR

HFM

JAN

HFM

OCT

HFM

JAN

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

It's more than just sharing data

Maintain consistency across all dimensions • Corporate consistency... • ... with local autonomy for business units

Avoid errors in data maintenance • Enforce validation controls / security • Avoid copy-synchronize-reconcile loops

Temporal management • Keep history, rollback to past versions • Work on future updates


HFM Admin

Finance & Accounting Users

Essbase Admin Planning Admin

• Reduce manual maintenance of data

• Avoid errors in dimensions • Share dimensions between apps

and instances (e.g. for business units)

ERP Essbase HFM HFM Essbase ERP Essbase Planning

Key requirements: Hyperion administrators

Human Resources

Sales & Marketing


HFM 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


ERP Essbase HFM HFM Essbase ERP Essbase Planning

Key requirements: Finance & Accounting users

Human Resources

Sales & Marketing


ERP Essbase HFM HFM Essbase ERP

HFM Admin


Human Resources

Sales & Marketing


• 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


Essbase Planning

Key requirements: Users across the enterprise


ERP Essbase

HFM HFM

Essbase ERP

Essbase Planning Oracle tools?

EPMA, DRM: Requires trained Hyperion "power users". Lack of easy-to-use UI, no workflow, rudimentary version control.

How do you manage your dimensions today?


Solution for a better management of metadata in Oracle Hyperion EPM


ERP Essbase HFM HFM Essbase ERP

Essbase Planning

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

Introducing MDM for Oracle® Hyperion EPM Suite


HFM

Essbase

Planning

Perform the initial migration of your dimensions from EPM applications

Import your dimensions in 1 click


Browser-based user interface with visual hierarchy management

Manage hierarchies


Edit any field value

View and update nodes


Maintain consistency without any duplication

Manage hierarchies at corporate and local levels


Get full history of your data, rollback to past versions

Keep track of past versions


Staging of your upcoming updates, comparison reports

Work on future updates


Configure access rights for users

Set permissions at field level


Configurable workflow for change management and approvals

Approve changes


Export updates to your Hyperion applications

Export dimensions in 1 click


Export your hierarchies as CSV, XML files

Export to other systems


EBX5 MDM Software

Add-on for Oracle® Hyperion EPM

Bundled licence Restricted 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

Packaging and pricing


1

2

Installation and set-up Install software, migrate EPM dimensions, configure roles & users

Manage dimensions and hierarchies Configure views, versions (past and futue), adaptation between global and local

3 Export data to EPM applications Export files, configure synchronization

4

1 to 2 weeks

Advanced governance Configure approval workflows, add permissions, business rules 5

Advanced integration Integrate with source systems via middleware (ETL, ESB..)

1 to 3 months

Implementation strategy


Conclusion


Benefits of a unified dimension and hierarchy management


• 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 enterprise


www.orchestranetworks.com

Follow us on Twitter: @orchestramdm

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ukoug 2012 metadata management for oracle hyperion epm

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