Creating a Sustainable Environment with HFM and DRM – KCP&L
Russ Rogers National Practice Lead – HFM Delivery
Wednesday, May 8, 2013
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Presentation Agenda
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Introduction to Emtec
Creating A Sustainable Metadata Process – Using DRM with EPM
DRM and EPM Roundtable
Questions and Answers
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?
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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
Russ Rogers - Bio
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Luis Castillo - Bio
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Creating A Sustainable Metadata Process – Using DRM with EPM
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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Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Creating a Sustainable Metadata Process DRM and EPM
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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
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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HFM Enablement
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All HFM required attributes – no learning curve
Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
EPM Enablement
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Supports members attributes in all supported systems
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Process Enablement
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Process Enablement - Validations
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DRM and EPM Roundtable
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
