Download - CLOUD CURIOUS - Home - Atlanta OAUGatloaug.communities.oaug.org/.../CheckPointCloudCurious.pdf · Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting

Presented to:

Date:

CLOUD CURIOUS

Atlanta OAUG

August 28, 2015

Moving From On-Premise to Hyperion Planning on the Cloud

and Cloud Narrative Reporting

Atlanta OAUG 2015: Cloud Curious

Agenda

3

PBCS

Migrating from On Premise to PBCS

Roadmap

Introduction

EPRCS

Introduction

Introduction

Conclusion

Roadmap


Introduction

4


Oracle Platinum Partner

Focus on EPM

Installation / Hosting

Methodology

CheckPoint Consulting

5

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Oracle/Hyperion EPM Background

Have implemented Hyperion products for 15 years

Certified on Planning and Essbase

Finance Background

Accounting/Financial management at Princess Cruises 10 yrs

MBA in Finance, CPA (Inactive), BS in Economics

User Group Participation

Former Pres. of ODTUG Hyperion SIG (BOD member 2012-14)

Planning Track Lead for KScope14 (Committee member

Kscope13-15)

Graduate of ODTUG Leadership Program

Speaker at many ODTUG and OAUG user conferences

Member of SROAUG BOD for 6 years

Deanna Sunde

Practice Leader, Planning, Forecasting and Business Analytics

6


Safe Harbor Statement

7


PBCSIntroduction

8


Support costs…

Down times…

Lack of agility…

Lagging data…

Pain Points

9


Moving to the Cloud

10


Why Cloud?

11


Oracle Hyperion Planning On Premise

12


Cloud Adoption as of May 31, 2015

13


World Class Planning with the Simplicity of the Cloud

14


• Intuitive role based interface,

mobile ready

• Virtually zero training with

built-in starter kits and online

tutorials

• Create once consume on Web,

Mobile and MS Office

• Application diagnostics with

governors to simplify

administration

Fast Adoption

15


• Intuitive web interface with full

MS Office integration

• Built-in management reporting

capabilities

• Extensive spreadsheet

integration for efficient data

entry and set up

• Flexible workflow and plan

management capabilities

• Out of the box support for best

practices such as rolling

forecast, multi-currency

First in Class Functionality

16


• Integrate data from Oracle and

other ERP systems

• Move easily across on premises

and cloud models

• Leverage existing IT

investments

Flexible Deployment

17


Dashboard

18


Dashboard

19


Task Lists

20


PBCSRoadmap

21


PBCS Plans

22


CY15-16 Planning Roadmap

23


PBCS Enterprise

24


Financial Statement Planning

25


• Best Practices built-in

• Configurable

• Automatically upgraded by

Oracle

• Out of the box content

• Drivers & KPI’s

• Calculations

• Forms

• Reports

• Dashboards

Best Practice Planning Content Out-of-the-Box

26



27


• How many applications will be migrated to PBCS?• Each PBCS application may have multiple databases (including ASO) and still maintain

performance

• If more than one application, may require more than one PBCS instance

• Do these applications interact with HFM/Essbase applications?

• Number of forms

• Number of business rules• BR’s must be migrated to Calc Manager

• Number of calc scripts

• Metadata load process• PBCS does not support EPMA (yet)

• Bat/maxl• Review what they are doing and how they would be done in PBCS

• Scripts cannot reference network objects

• There is no EAS in PBCS

• Number of FR reports

• Drill through?

• BI?

Scoping

28


• Version

• PBCS starts at version 11.1.2.4

• Applications must be migrated/upgraded prior to uploading to PBCS

• Migrate from BR to Calc Manager (if not already done)

• Cleanup your apps prior to uploading to PBCS

• HIGHLY RECOMMENDED

• Forms, BR’s, calcs, security

• LCM

• May be used to export from on premise and load into PBCS


29


• Business Rules are used in implementations prior to

version 11.1.1.3

• From version 11.1.1.3 through 11.1.2.1 either Business

Rules or Calculation Manager rules may be used with

Planning Classic application

• Business Rules or Calculation Manager is selected when

the Planning application is created

• As of version 11.1.2.2 the only option is Calculation

Manager

Calc Manager

30


Business Rules vs Calc Manager

31

Business Rules Calculation Manager

Accessed through EAS Accessed through Workspace

Business Rule

At db level (multiple apps/dbs)

Rule

At db level (one app one db)

Variables

Global

Local to the Rule

Variables

Global

Application level

Plan Type level

Local to the Rule

Macro Template

At database level

Sequence

At server level

Can include multiple applications

Can include Essbase applications

Rule Set

At application level

Cannot include multiple applications

Cannot include Essbase applications

Project Folder structure in Planning

Project folders


EPRCSIntroduction

32


• Addresses internal and external reporting requirements

• Narrative based management reporting and external disclosures in

one solution

• Complete: authoring, collaboration, commentary and delivery

• Secure: role-based, auditable access on desktop and mobile

devices

• Enterprise Grade: security, high availability, scalability

• Fully managed: patched, backed up, upgraded by Oracle

• Owner, author and approvers

• Check-out, check-in process by “doclet”

• Microsoft Word output (PowerPoint in near future)

• Multi-dimensional engine to (optionally) store data in the cloud

for Report Packages and powerful analytics with Smart View

Enterprise Performance Reporting Cloud Services (EPRC)

33


EPRCS

34


Report Center

35


Report Example

36


Library

37


Smart View

38


• Internal monthly/quarterly business performance review

documents

• Board books

• Business briefing documents

• Business unit or divisional performance review documents

• External annual/quarterly reports

• Stockholders

• Regulatory agencies

• Sustainability i.e. carbon footprint reporting for internal or

external reporting purposes

Use Case Examples

39


• Project updates

• Capital projects

• Contracts

• Long term initiatives

• Any published document that:

• Is part of a regular process cadence (weekly, quarterly, annually)

• Incorporates data from enterprise systems

• Includes narrative commentary in addition to numbers and charts

• Narrative commentary needs to be authored by multiple people in

collaboration

Use Case Examples (cont.)

40


EPRCSRoadmap

41


EPRCS CY15-16 Roadmap

42


Questions

43

Deanna Sunde

Practice Leader, Planning, Forecasting and Business Analytics

818.602.6052

[email protected]

www.checkpointllc.com

CheckPoint Consulting Blog

http://www.checkpointllc.com/

http://blog.checkpointllc.com/

Download - CLOUD CURIOUS - Home - Atlanta OAUGatloaug.communities.oaug.org/.../CheckPointCloudCurious.pdf · Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting

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