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Creating a Sustainable Environment with HFM and DRM – KCP&L Russ Rogers National Practice Lead – HFM Delivery Wednesday, May 8, 2013

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Page 1: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Creating a Sustainable Environment with HFM and DRM – KCP&L

Russ Rogers National Practice Lead – HFM Delivery

Wednesday, May 8, 2013

Page 2: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Presentation Agenda

2

Introduction to Emtec

Creating A Sustainable Metadata Process – Using DRM with EPM

DRM and EPM Roundtable

Questions and Answers

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Emtec… ‘Big enough to do the work, small enough to care’

EMTEC THE COMPANY • Serving clients for over 46 years • 14 locations, including 8 development centers • Over 1,000 full-time professionals • Voted One of the Top 100 Places to Work by Crain’s

Chicago in 2012 • Our consultants have an average of 14 years of

experience. Nearly 45% have advanced certifications • 73% of our PMs, Architects & Consultants worked at

Tier 1 consultancies in a previous life • $255M IT Services Provider • Regularly compete & win against larger IT service

providers

EMTEC AROUND THE WORLD US Locations • Radnor, PA (HQ) • Atlanta, GA • Chicago, IL • Dayton, Ohio • Fremont, CA • Jacksonville, FL • Herndon, VA • Minneapolis, MN • Springfield, NJ • St. Louis, MO

Global Offices • Toronto, Canada • Ottawa, Canada • Pune, India • Bangalore, India

EMTEC SERVICES AT A GLANCE • Emtec has completed more than 1,100 Package

Application engagements, including: - 200+ Oracle clients with more than 415 engagements - 206 EPM / Hyperion & OBIEE clients and 323

engagements • Emtec is a premier provider of SaaS and Emerging

technologies consulting, including 51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development

• Emtec has served more than 565 Infrastructure services clients where we have: - Deployed more than 1.85M servers, personal computers,

tablets and mobile devices - Installed or provided more than 925 exabytes of storage

(That’s a whole lot…) - Triaged more than 30,000 L1 support incidents - Implemented service management solutions for more than

125 clients

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What Do We Do?

4

From up-front strategy & consulting all the way to application, infrastructure & procurement services, Emtec’s 1,000 professionals are what makes us special, and we invite you to see the difference for yourself.

Consulting Services Package Application Services (PAS) Cloud Technologies

Application Development &

Management Services (ADMS)

Infrastructure Services

• IT Strategy & Planning

• IT Process Improvement

• IT Performance and Governance

• Information Management: − Big Data − Business Intelligence − Analytics

• Mobility Solutions

• Program and Project Management

• Oracle − Fusion − EBS − PeopleSoft − EPM : Including Hyperion − OBIEE

• Microsoft − AX and GP − BI − CRM

• SAP

• Functional: HCM, FM, SCM

• Cloud Strategy & Planning

• Salesforce.com Solutions − Sales Cloud − Service Cloud − Marketing Cloud − Force.com

• Workday

• Cloud Application Development & Technology

• Private Virtual Cloud

• Cloud Applications

• Portfolio Analysis

• Application Advisory Services

• Product Development

• Custom Application Development & Maintenance

• Package Application: Development, Maintenance & Support

• Mobile solutions

• Quality Assurance & Testing Services

• Managed Services, Capacity Management & Staffing Services

• IT Service Mgmt.

• Data Center

• Business Application Infrastructure

• End User Computing

• Platforms

• SWAT team of 45 highly skilled Strategists, Architects and Consultants

• 10 years of experience and more than 75 projects

• 180 Specialists, including Project Managers, Architects, Consultants and Analysts

• More than 300 ERP & CRM projects completed

• Expert team of Big Data, business intelligence and analytics professionals

• Specialized team of 25 Strategists, Project Managers, Architects, and Consultants

• More than 90% certified • 62 Customers & 112

engagements

• Global workforce of nearly 750 associates (approximately 250 associates based in North America)

• Provided more than 6.3M hours of application development and maintenance services.

• Special expertise in Business Analysis and Testing (among other things)

• More than 100 associates providing data center, compute, network and storage related services

• Value Add Reseller providing full device lifecycle management services for more than 30 years

• IT Service Mgmt. BU having supported more than 70 distinct clients

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Russ Rogers - Bio

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Luis Castillo - Bio

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Page 7: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Creating A Sustainable Metadata Process – Using DRM with EPM

Page 8: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Creating a Sustainable Metadata Process with DRM

• Oracle Hyperion Data Relationship Management –Metadata

–Master data – is a single source of metadata used across multiple systems, applications and/or processes

–Enterprise Master Data is the single source of metadata used across all systems applications, and process for an entire enterprise

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Page 9: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Creating a Sustainable Metadata Process DRM and EPM

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Page 10: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Kansas City Power and Light – DRM and HFM

• Kansas City Power & Light (KCP&L) is a full service energy provider in the Kansas City and Missouri metro area. The company serves more than 800,000 customers and brings in $1.6 billion in yearly revenue. –Implemented Hyperion Financial Management to transition from Hyperion Essbase for a single source

of Consolidated and Statutory Financial Reporting and Analysis –Increased process efficiencies –Reduced effort –Complete transparency

• Planning Implementation in final stages of rollout

• Full Suite of Oracle products including PeopleSoft, HFM, Planning, Essbase, OBIEE…..

• Recognized the need for Master Data Strategy

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Kansas City Power and Light – DRM and HFM

• Wanted a master data management tool to maintain all Oracle Hyperion applications. –Standardize common metadata across all applications –User maintained hierarchy and metadata maintenance –Comparison tools to highlight changes and discover differences

• Selected a phased implementation approach to address different platforms –Build Competence in the software –Prove Capability –Finalize Master data issue resolution –Coincide with PeopleSoft 9.1 go-live

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

KCP&L – Phased Approach Implementing DRM

• Phases of DRM Implementation

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DRM supports HFM (PS8.4)

DRM/HFM (PS9.1)

DRM supports Essbase (PS9.1)

DRM supports Planning (PS9.1)

HFM 11.1.2.1 Build (PS8.4) HFM (PS9.1)

PeopleSoft 9.1 Implementation

PeopleSoft9.1 Metadata Complete

EPM (PS8.4) & (PS9.1) Run Concurrently

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Application Phase 1 Accomplishments

• Phase 1: Enable DRM support of HFM (Completed 11/2012) –Create DRM application – key requirements

• Import HFM application – HFM application was under development. While metadata had been approved, data mapping and final UAT had not been

achieved.

– Application development within HFM

– Quick Turnaround for future new applications

– Modeling expected for PS9.1 effects

• Preserve capability to support all Oracle platforms in the arena – EPM, PS

–Export On demand • Export complete HFM Application or Affected Dimensions

• Audit Capability

–Reporting Capabilities • Change comparison

• Hierarchy Documentation

• Shared Members

–Phase 2 Planning for Planning and Essbase and …. • Not a sideways glance

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Application Phase 2 Goals

• Phase 2: PS9.1 changes in HFM, Essbase support, Planning Support (in progress ) –Extensive HFM rationalization

• PS9.1 activated ICP dimension

• Rationalization and Collapse of Entity and COA

• Activation of Operating Unit

• Equity / Invest in Subs Eliminations Automation

• Data Conversion

• Six Weeks

• Will be parallel until PS9.1 go-live (7/1/13)

–Essbase Support • Export complete HFM Application or Affected Dimensions

• Extensive number of cubes

–Planning Support • Based on revised HFM COA

• Unique Members for planning use only

• Eccentricities of Planning and Essbase

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

HFM Enablement

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Multiple Versions can be stored compared and tracked – Each contains full app components

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

HFM Enablement

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All HFM required attributes – no learning curve

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

EPM Enablement

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Supports members attributes in all supported systems

Page 18: Creating a Sustainable Environment with HFM and DRM · PDF fileCreating a Sustainable Environment with HFM and DRM ... –Implemented Hyperion Financial Management to transition from

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Process Enablement

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Process Enablement - Validations

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DRM and EPM Roundtable

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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Data Relationship Management Roundtable

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How do you view master data within your “Oracle World”

EPMA versus DRM

Master Data Compatibility

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THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com