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Integrating Oracle EPM System with your Data Warehouse interRel Consulting

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Page 1: Integrating Oracle EPM System with your Data Warehouse EPM with your Data Warehouse... · Integrating Oracle EPM ... Integrating Oracle EPM System with your Data Warehouse ... All

Integrating Oracle EPM System

with your Data Warehouse

interRel Consulting

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2

Disclaimer

These slides represent the work and opinions of the

presenters and do not constitute official positions of

Oracle or any other organization.

This material has not been peer reviewed and is

presented here with the permission of the presenter.

This material should not should not be reproduced

without the written permission of interRel Consulting.

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•3

interRel - Founded in 1997

2008 Oracle Titan Award winner for “EPM Solution” of the year

2008 Oracle Excellence Award winner with Pearson Education

One of the fastest growing companies in USA (Inc. Magazine, ‟08)

The only Hyperion consulting partner with 2 Oracle ACE Directors

and one Oracle ACE

Founding Hyperion Platinum Partner; now an Oracle Certified Partner

Focused on Oracle Hyperion EPM software

100% of our senior consultants are Hyperion Certified Professionals

250+ Hyperion projects completed

Optimization improvements of more than 99%

Regular presenter at Hyperion‟s users‟ groups and solutions

conferences

If you like this presentation, we offer training!

Free weekly Thursday webcasts ([email protected])

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Look Smarter Than You Are with Essbase

3 Essbase Books Available:

Complete Guide

System 9 Complete Guide

End User Guide

Find out more at

www.interrel.com

OR

Order a copy at LULU.com

•Copyright © 2007, Hyperion. All rights reserved.•4

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Integrating Oracle EPM System with your Data

Warehouse

If your company has a data warehouse or is thinking of building

one, come to this presentation to learn how Oracle EPM System,

Fusion Edition (a.k.a. the products formerly known as Hyperion)

helps drive value from your warehouse solution. Understand the

benefit of Essbase and how this leading solution fits into your

overall information delivery platform. Learn about the new

technologies that drive seamless integration between your

applications, relational databases, and multi-dimensional

databases like the Essbase Studio, EPM Architect, Data

Relationship Management, and Financial Data Quality

Management. We‟ll also show you how the Reporting and

Analysis components provide a single interface into any type of

data source, combining both relational and multi-dimensional

data in nice formatted reports, user friendly dashboards, and

easy-to-use analytic screens. Join us for this informative session

to learn the best way to build a warehouse for integration with

Oracle EPM System, and how to get information out of your

warehouse if you've already built one.

5

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Agenda

Challenges in my DW Environment

Enterprise Performance Management Defined

Oracle‟s BI and EPM System Solutions

Integrating EPM with your Data Warehouse - The End

Result

We‟ll review a few products that are outside of the “Hyperion” toolset as they are relevant solutions

for enhancing your data warehouse and information delivery.

6

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GIVE ME THE DATA!

ITIT

IT

Data is Everywhere

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Knowledge Gap

Growing

gap

Source: Gartner Group

Info

rma

tio

n

Time

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EnterpriseReporting

IT Staff

Performance Dashboards

Executives & Managers

Power

Analysis

Data Experts

Production Reports Query & Analysis

Different User Communities Have

Different Interface & Delivery Needs

Web Reporting & Analysis

Analysts

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So we built a Data Warehouse …

Common enterprise wide data storage mechanism

Translated and transformed data from many source

systems

Common source of detailed records

Common data dictionary

Facilitates reporting and analysis

Rows and columns reporting

11

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Data Warehouse

Reporting

Legacy HR Billing ExcelExternal

SourcesGL

ET

L

Data Warehouse (Physical)

Common Transformations

Star schemas

Transactional Detail

Relational Detail

Common dimensions

Data models

Adhoc Dashboards SQL

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But we still weren‟t satisfied…

Common concerns for reporting and analysis against data

warehouses

Too much detail

Analysis is challenging

Performance

SQL focus

IT terms

Historical based

Fragmented front end tools

Focused more on the “database” vs. the end user

experience

13

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So we added Data Marts

Data grouped for a specific subject area

Can contain atomic data and summarized data

May or may not be part of the “data warehouse”

Relational and/or multi-dimensional

Based on user requirements

Relational Marts = Lots and lots of detail; rows and

columns

Multi-dimensional Marts = Aggregate information with drill

down capabilities

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Integrated Data Marts

Ideally we implemented integrated data marts

Common dimensions

Integrated data

Benefits

Answer questions that span data marts

Reusable components

Consistency between projects

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Expanded Data Warehouse

Legacy HR Billing ExcelExternal

SourcesGL

ET

L

External

Data Mart

Operational

Data Mart

Customer

Data Mart

HR

Data Mart

Data Warehouse (Physical)

Common Transformations

Transactional Detail

Relational Detail

Common dimensions

PlanningConsol.

Reporting Adhoc Dashboards Office

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Why Multi-dimensional Marts?

OLAP - Online analytical processing

Enterprise-wide data analysis

High-speed reporting of information

Analysis capabilities – drilling, swap rows and columns

Fast

Flexible

Scalable

Shared

Secure

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Getting closer but we still found some issues…

Still no common interface for end users

Fragmented tools

Inconsistent models and terminology across data marts

Complicated integrations to create marts

Historical reporting focus

We need one place to go to access any content

We need actionable information now

We need insight into business so we can make decisions

We need to be predictive and have scenario modeling

capabilities

18

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Enterprise Performance Management

The Solution – Enterprise Performance Management

19

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What is Enterprise Performance Management?

Enterprise Performance Management

“A set of processes that help organizations optimize their

business performance. It is a framework for organizing,

automating and analyzing business methodologies, metrics,

processes and systems that drive business performance.” Wikipedia

20

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What is Enterprise Performance Management?

EPM is a critical part of your overall information delivery

platform

EPM systems are used to proactively manage the

business

Tie operational reporting and analysis to financial plans

and reports

Provide insight into results

Provide relevant, timely and actionable information for

better business decision making

EPM systems source and provide information to the data

warehouse

The products formerly known as Hyperion provide

Enterprise Performance Management (“EPM”) capabilities

21

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The Complete Solution

Legacy HR Billing ExcelExternal

SourcesGL

EPM Workspace

Ma

ste

r D

ata

Ma

na

ge

me

nt

HR

Data Mart

Data Warehouse (Physical and/or Virtual)

Common Transformations

Transactional Detail

Info

rmatio

n D

eliv

ery

Pla

tform

Relational Detail

Common dimensions

Planning

Consol.

Desktop, Web, Search, Office, Alerts, Mobile

Customer

Data Mart

Operational

Data Mart

Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards

Budgeting

Forecasting

Strategic

Planning

Profitability

&Cost

Modeling

Data

In

tegra

tio

n (

ELT

)

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Key Points

Bi-directional arrows –

sharing information

Common Workspace for

information access

Performance management

processes and enabling

technologies

Data integration (ELT vs.

ETL)

Common dimensions and

common master data

management across on

information delivery

components

Continual flow and integration

across systems and

processes

23

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What is Oracle EPM?

Oracle EPM System - product grouping available from Oracle

All of the products formerly known as Hyperion are now called “Oracle

EPM System”

Performance Management Application components

Strategic Planning

Planning, budgeting and forecasting with Hyperion Planning

Profitability Management with Hyperion Profitability and Cost

Management (HPCM)

Consolidations with Financial Management

BI Foundations components

Speed of thought reporting and analysis against all sources

including integrated data from the EPM Applications (above)

Common Foundation Services

Central interface for EPM Access – both Web and Microsoft Office

24

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Oracle EPM System – Product Grouping from Oracle

Oracle® Hyperion Performance

Management Applications, Fusion

Edition

Oracle® Hyperion Planning, Fusion

Edition

Oracle® Hyperion Workforce Planning,

Fusion Edition

Oracle® Hyperion Capital Asset Planning,

Fusion Edition

Oracle® Strategic Operational Planning,

Fusion Edition

Oracle® Hyperion Financial Management,

Fusion Edition

Oracle® Hyperion Financial Data Quality

Management, Fusion Edition

Oracle® Hyperion Performance

Scorecard, Fusion Edition

25

Oracle’s Business Intelligence

Foundation

Oracle® Essbase

Oracle® Essbase Visual Explorer

Oracle® Hyperion Financial Reporting,

Fusion Edition

Oracle‟s Hyperion® Web Analysis

Oracle‟s Hyperion® Interactive Reporting

Oracle‟s Hyperion® SQR Production

Reporting

Oracle® Fusion Middleware

Oracle® Hyperion Data Relationship

Management, Fusion EditionThe artist formerly known as Hyperion

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Oracle‟s BI and EPM Solution

26

Performance Management Applications

EPM Workspace

BI Applications

BI Foundation

Fusion Middleware

Legacy HR Billing ExcelExternal

SourcesGLDW

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Oracle‟s BI and EPM Solution

27

Performance Management Applications

EPM Workspace

BI Applications

BI Foundation

Fusion Middleware

Legacy HR Billing ExcelExternal

SourcesGLDW

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Hyperion Planning

28

Improves Business Predictability

Powerful workflow and process management

Intuitive interface and guided planning processes

Robust data integration

Leverages Essbase – powerful and immediate reporting and analysis

Scalable web infrastructure

Integration with Office

Special-purpose planning modules for fast deployment

Replaces Oracle Enterprise Planning and Budgeting

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29

Integrated Business Planning Framework

Income Statement

Balance Sheet Cashflow

CORE FINANCIAL PLANS

Workforce Planning

CapEx Planning

SPECIALIZED MODULES

Sales Planning

OPERATIONAL PLANS

Projects Planning

Marketing Planning

IT Planning

Essbase OLAP Server

Hyperion Planning Application

Data Warehouses Transactional Systems Performance Management Applications

EPM Workspace

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Navigate and Enter Data in Planning

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33

Accelerates Reporting Cycles and Reduces Costs of Compliance

Patented financial consolidation and reporting features

Complete audit trails, workflow and validations

“Smart Dimensionality”

Flexible “what if” scenario management features

Powerful, reporting and analysis tools

Full integration with ERP and other transaction systems

Intercomany

Journals

Multi-currency translation

Hyperion Financial Management

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Hyperion Profitability and Cost Management (HPCM)

User Driven Performance Management application

Measures, allocates and assigns cost and revenues

Computes profitability for business segments, customers,

products

Provides scenario modeling for decision making

No IT required to create Profitability models

Tightly integrated with EPM System

Visual interface

Leverages the power of dimensionality

Methodology independent

Advanced calculation engine (Essbase)

34

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Oracle‟s BI and EPM Solution

35

Performance Management Applications

EPM Workspace

BI Applications

BI Foundation

Fusion Middleware

Legacy HR Billing ExcelExternal

SourcesGLDW

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OBI Server

Provides integration of many

sources

Intelligent caching services

Multi-dimensional calc and

integration engine

Intelligent request generation

and optimized data access

services

Three layers

Physical

Business Model /Mapping

Presentation

36

Not part of the Hyperion product offering but relevant to our discussion about integration with data warehouses.

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Oracle BI Server

Federates the data with a virtual schema

Moving the data “virtually”

Build a data warehouse without building a physical data

warehouse

Combine tables across sources (columns + columns)

Combine data in tables sources (rows + rows)

Perform transformations and aggregations

Key Strengths

Easy to do

Real time data

Flexible

Key Cost / Disadvantage

On the fly queries so possible performance issues

(because everything is virtual)

Some tools to minimize performance issues (caching)

37

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Oracle BI Server

Serves virtual schema to customers (any customers)

Connect via odbc or jdbc

Oracle BI server is “invisible”

Remove direct access to transaction systems

Interpret results – drag and drop values from the

presentation layer

Provides a listing* of data elements for reporting and

analysis

*We‟ll come back to this as a comparison point for Essbase

Analytic capabilities with the front end tools (Answers,

Dashboards, and Publisher)

38

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39

Essbase

Extended SpreadSheet dataBASE

Essbase invented OLAP

One of the top 10 technology innovations of the

decade

Optimized data storage

Broad analytic functionality

Drill, pivot, select, compare, rank, sort, filter, group,

stack, calculate, annotate and write back

High-speed reporting of information

Speed of thought

Follow the business thought / organization view of the

data

Highly advanced calculation engine

Similar to calculations in Excel „on steroids‟

Enterprise-wide data analysis

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How Essbase Thinks

Multidimensional cubes

Dimensions

Common grouping or hierarchy of master data

Organization

Product

Accounts

Optimized data storage

Block storage

Aggregate storage

XOLAP

Drill through reporting

40

•JAN

•JAN

•JAN

•FEB

•FEB

•LA

•SF

•PHX

•LA

•SF

•SALES

•SALES

•MARGIN

•SALES

•MARGIN

•ACTUAL

•ACTUAL

•BUDGET

•BUDGET

•ACTUAL

•500

•250

•180

•300

•400

•WEST

•L.A.

•S.F.

•PHX

•DEN

•Actuals •Budget•Sales •Margin •Sales •Margin

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Flexible-Custom Dimensions

Dimensions are defined by the customer

How should Time Periods look?

When does the Fiscal Year begin?

How should the Product dimension look?

What slices of data do we need to view?

Users report and perform analysis by dimensions and hierarchies

Visible

Intuitive

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Analyzing in Essbase

42

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Flexible–Custom Calcs & Business Rules

Similar to calculations in Excel „on steroids‟

Aggregations

Allocations

Scenario planning

Automated business logic

Driver based logic

350 functions

Financial intelligence

Understands expense reporting for variances

Time intelligence

YTD

Aggregation over time (headcount)

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44

Recap - Advantages of Hyperion Essbase

Optimized data storage

Fast reporting and analysis performance

Top down analysis

Limitless dimensions and members with ASO

Advanced calculation engine with BSO

Flexible

Shared

Secure

Fast

Dimensional view for end users (follows the “business”

hierarchies)

Advanced Analytics

Scalable

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Essbase Studio

Next generation tool for Essbase app building and administration

Single graphical modeling environment & single set up steps

to … ease of use

Integrate Cube creation capabilities of EIS and EAS

Promote reuse and consistency

Standard methodology for deploying Essbase apps New term – “Models”

Manage change through impact analysis and artifact lineage

Update data source administration and access

“Cube factory”

Make it simple

Unifies many sources for modeling

RDB / Data Warehouse

OBIEE

Flat Files

EPMA Dimension Library

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Essbase Studio

46

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End User Experience

The Front End Tools

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Must Haves for End User Presentation

Common

Consistent

Easy to use

Interactive

Flexible

Fast

Seamless

Efficient

Pervasive

Real time

Predictive

Minimal training required

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Reporting & Analysis Needs

Ad Hoc Querying

Easy to use adhoc capabilities – drag and drop, drill, pivot, filter

Advanced analytic capabilities like traffic lighting, filtering, etc.

Dashboards

Present key information in dashboard format, including key metrics and graphs

Drill / link capabilities to additional detail and information

Standard Reports

Formatted, printable reports

Dynamic reports based on end user selections

Alternate delivery mechanisms

Office, Web, Desktop, Alerts, Mobile, Offline

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Common EPM Workspace - Web

Single thin client environment bringing all of the

Oracle EPM System and BI tools together in one

access point

Standardizes the delivery of business intelligence

Provides a centralized repository

Meets full range of reporting requirements

Empowers users with personalized dashboards

Provides advanced analytic capabilities

Accesses any data source – relational, multi-

dimensional, file based systems

“Windows on the Web”

Personalize Workspace pages, search explore and

access, “Save a favorite report”

54

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Workspace HomePage

55

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Workspace – Applications, Administration and More

56

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Workspace - Explore

Windows Explorer

look and feel

Organize and secure

folders for access

Can access any type

of content

OBI Dashboard

OBI Answers

report

FR document

IR document

WA document

External content

like Word docs,

Excel

spreadsheets,

PDFS and more

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58

Financial Reporting

Highly formatted financial and

operating reports for Hyperion

sources Essbase

Planning

FM

Hyperion specific functions and

features

Books, batches and snapshots

Delivery online, file system or

email

Batch processing and report

bursting

Schedule process

GAAP compliant

XBRL support

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Answers

Part of the OBIEE suite

Adhoc reporting

interface, pivot, charts

Point and click

Save organize and

share

Link content to

Dashboards

Answers+ coming soon

… full Hyperion feature

support

59

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Dashboards

Part of the OBIEE suite

Fully interactive

graphical dashboards

Real time data across

enterprise sources

Point and click to

create and use

Guided analytics –

intelligent links to aid

users in their

investigations

Dashboards+ coming

soon … full Hyperion

feature support

60

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OBI Publisher

Part of the OBIEE suite

Pixel perfect reports

E.g. Standard reports, checks,

invoices

Multiple data sources

OBI Server

Databases

Files

Web Services

URLs

Multiple output formats

Word, Excel, PDF, XML, others

Delivery online, email or FTP

Batch processing and report

bursting

High volume printing

61

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Other BI Tools

Delivers

Automate detection and notification of information

Look for problems and trends of data and then use this

to push out to mobile devices

iBots for workflow

Briefing Books

Capture the content of a BI Dashboard

View with Briefing Book reader software

Updateable snapshots

62

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Integration with Microsoft Office - Smartview

Common add-in to provide integration with Microsoft Office

for Oracle EPM System and BI tools

Planning, FM, Strategic Finance, HPCM, Essbase,

OBIEE, WA, FR, IR, PR

Copy and paste data points

Smart slices and Report Designer

Import Web Analysis, Financial Reporting, and Interactive

Reporting report images and grids into Microsoft products

Enter plans and run Business Rules in Excel

Run consolidations and enter journal entries in Excel for

Financial Management

66

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Supported Data Sources

Essbase

Financial Management

Planning

Reporting and Analysis

Financial Reporting

Web Analysis

Interactive Reporting

Production Reporting

OBIEE in version 11

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Just one of the really cool Smart View features…

68

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Enterprise performance Management

Common Foundation Layer and Supporting Cast

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Hyperion Financial Data Quality Management (FDM)

Single, systematic process for loading data from disparate

systems into target analytical applications

Provides visibility, traceability, integrity and verification

processes

Standardizes with repeatable financial processes

Lowers the cost of compliance

Delivers process transparency through audit trails

Automates the collection, mapping, verification and

movement of data

Provides validation and check points for all collection and

mapping steps

Drill to transactional detail in 11.1.1

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Data Relationship Management

Formerly known as Master Data Management

Allows business users to manage master data

(dimensions, hierarchies, etc.)

Provides audit controls and accountability

Allows synchronization of master data across the

enterprise

Allows for the management and automation of business

rules

Improve your change management process and

communications

Quickly remap historical data on demand

Deliver Web-publishing, -viewing, and -download

capabilities

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Bringing It All Together – Oracle EPM System

Legacy HR Billing ExcelExternal

SourcesGL

EPM Workspace

DR

M f

or

Ma

ste

r D

ata

Ma

na

ge

me

nt

Data Warehouse

Info

rmatio

n D

eliv

ery

Pla

tform

FM

Desktop, Web, Search, Office, Alerts, Mobile

Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards

PlanningStrategic

PlanningHPCM

OD

I a

nd

FD

M f

or

ELT

SourcesSources

Essbase

Data Marts

StudioEPMA

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Bringing It All Together – Oracle EPM System

Common Workspace

Common reporting, analysis and

dashboarding tools with

comprehensive delivery options

Common Foundation services

Take advantage of the EPM

applications and enabling

technology

Source most data from your data

warehouse

78

Send EPM information back to the data warehouse

Powerful analysis with Essbase marts

EPM and Essbase reporting and analysis with Smart View, WA, FR,

and/or IR

Relational reporting with IR

Share information between Essbase marts and other EPM apps

ODI and/or FDM for data integrations

Manage enterprise dimensions with Data Relationship Management

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Bringing It All Together–Oracle EPM System & OBIEE+

Legacy HR Billing ExcelExternal

SourcesGL

EPM Workspace

DR

M f

or

Ma

ste

r D

ata

Ma

na

ge

me

nt

Data Warehouse

Info

rmatio

n D

eliv

ery

Pla

tform

FM

Desktop, Web, Search, Office, Alerts, Mobile

Standard Reports, Adhoc Analysis, Data Mining, Dashboards, Performance Scorecards

PlanningStrategic

PlanningHPCM

OD

I a

nd

FD

M f

or

ELT

SourcesSources

OBI Server

Essbase

Data Marts

StudioEPMA

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Bringing It All Together-Oracle EPM System & OBIEE+

Common Workspace

Common reporting, analysis and

dashboarding tools with

comprehensive delivery options

Common Foundation services

Take advantage of the EPM

applications and enabling

technology

Virtual data warehouse for unifying

sources with OBI Server

80

Send EPM information back to the data warehouse

Powerful analysis with Essbase marts

EPM and Essbase reporting and analysis with Smart View, FR,

Dashboards, Answers, & Publisher

Relational reporting with Smart View, Dashboards, Answers, & Publisher

Share information between Essbase marts and other EPM apps

ODI and/or FDM for data integrations

Manage enterprise dimensions with Data Relationship Management

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81

In Summary…

Proven integration between ERPs, data warehouses and

the Oracle EPM System (a.k.a Hyperion)

Oracle EPM System fills in the Enterprise Performance

Management / Business Intelligence Gaps

Reporting, Dashboards, and Advanced Analytics

Supports all user communities from the experienced to

the novice

User community workspace / personalization

Helps us to be more insightful and agile

Benefits

Integration

Reduced deployment costs

Functionality

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Thank you!!

Free webcasts – Thursday, 1pm CST

Fundamentals and Advanced training courses

available

For more information, contact [email protected]

Edward Roske, Oracle ACE Director, interRel Consulting: [email protected]

www.looksmarter.blogspot.com

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Technical Architecture

Technical and Data Architecture Plans and Tools:

Implement formal technical architecture and data

architecture plans and tools for support of existing and

future projects.

Conceptual architecture

Technical architecture

Security administration

Backup and recovery

Configuration management

Change management

Steps to Successful Information Delivery

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Communication & Training

Information Delivery Communication Campaign:

Implement a marketing/communications strategy to promote the

Information Delivery Architecture to the enterprise-wide community.

Information Delivery Training:

Define a training strategy, including online self training and

classroom forums to address end user needs

Create training materials and online and classroom formats

Steps to Successful Information Delivery

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Project vs. Program Management

Program Management – Management of a group of related BI and data warehousing projects to the realization of a larger goal or vision than defined for the constituent projects themselves

Project Management – Management of a temporary endeavor with a unique defined result such as expansion of information availability that adds business functionality to the end user environment

86

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History of Relevant Buzz-Initials

EIS – Executive Information Systems

MDDB – Multi-dimensional Databases

OLAP – On-Line Analytical Processing

DSS – Decision Support Systems

BI – Business Intelligence

BPM – Business Performance Management

EPM – Enterprise Performance Management

KM – Knowledge Management

KO – Knowledge Optimization

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What We Really Need is Information

Easily accessible

Easy to use

One source

Timely

88

Transaction processing

Cleansing / normalization

Relational warehouse

SQL reporting

Exploration / analysis

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What Are Your Issues?

No single strategy for information delivery

Ad hoc & data mining against transaction systems, resulting in: Performance degradation to transaction systems

Developer time required to create and maintain results

Limited capabilities in ad hoc queries & data mining

Silos of information with a multitude of tools and technologies for accessing that information

Limited integration with the existing databases and data marts

Limited visibility to metrics for operations management and budget evaluation

Limited interoperability with proprietary databases

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Maybe we should build more databases?

Financial

GL

HR

DATA

Sales Distribution Custom

Finance Manufacturing Executives

INFORMATION

ITMarketing Sales

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Financial

GL

HR

DATA

Sales Distribution Custom

Finance Manufacturing Executives

INFORMATION

ITMarketing Sales

Information Delivery Platform

Closing the Knowledge Gap

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What is the Information Delivery Platform?

Unified, standardized process and system for gathering

information and making that information available to satisfy

multiple data access requirements across the organization

Includes reporting, analytics, dashboarding, and data

mining

One presentation layer for the end user that may

technically access a number of different databases and

servers but is still part of one information delivery system

Standard guidelines, procedures, and oversight allow for

better data integration and delivery across the organization

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What is the Information Delivery Platform?

Information Warehouse (vs. Data Warehouse)

Common Information Model

Meaningful sets of data, grouped together for the purposes of reporting and analysis

Includes data warehouse, data marts, data integrations, master data management and end user presentation

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The Need for the Data Warehouse

Common enterprise wide data storage mechanism

Translated and transformed data from many source

systems

Common source of detailed records

Common data dictionary

Facilitates reporting and analysis

Common concerns for reporting and analysis against data

warehouses

Too much detail

Analysis is challenging

Performance

SQL knowledge

IT terms

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Reporting & Analysis Needs

Ad Hoc Querying

Easy to use adhoc capabilities – drag and drop, drill, pivot, filter

Advanced analytic capabilities like traffic lighting, filtering, etc.

Dashboards

Present key information in dashboard format, including key metrics and graphs

Drill / link capabilities to additional detail and information

Standard Reports

Formatted, printable reports

Dynamic reports based on end user selections

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Must Haves for End User Presentation

Consistent

Easy to use

Interactive

Flexible

Fast

Seamless

Efficient

Real time

Predictive

Pervasive – “Bring the report to the user”

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How Is EPM Different from EBS/Peoplesoft/JDE?

EBS / Peoplesoft/JDE are transactional systems

Transactional systems

Record business activities

Finance/accounting

HR

Operations

Manufacturing

Supply Chain

CRM

Used to run the business

Gather data to report results

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98

CUSTOMER CHALLENGES RESULTS WITH ESSBASE

Top down analysis

Advanced analytics

Complex calculations & allocations

Business view of the data

Solves Analysis and Reporting Challenges

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7,000 Users in 2,500 Branches

Before

• Estimated 1,500 homegrown

systems to manage branches

• No daily branch reporting

• No daily or weekly forecasting

• No insight into details

After

• Single, centrally managed system

serving 7,000 users

• Daily results available at 9:30 pm

eastern „same-day‟

• Daily / weekly / monthly forecasting

built into a consistent interface

• Integrated drill-through to GL (and

invoice images)

•U.S. Bank is the 6th largest commercial bank in the

United States. The company operates 2,522 banking

offices .

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100

CUSTOMER CHALLENGES

Multi-source reporting

Too many reporting tools

Training required

Desktop clients

Spreadsheet mania

RESULTS WITH ORACLE

Access relational and multi-dimensional data sources in one interface

One reporting and analysis interface end users

Windows-like environment

Thin client, web enabled

Dynamic reporting

Solves Reporting, Dashboarding, and Analysis

Challenges

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101

Better Planning at Radioshack

Before

• Homegrown system

• Scalable to retail level only

• Heavy administration

After

• Lowered overall system

administration, reducing headcount

by 20%

• Plan at store level

• Rolling forecasts by store by SKU

which streamlined the production

and ordering process maintaining

inventory levels

Radioshack is one of the nation‟s most experienced

and trusted consumer electronics specialty retailers.

The company has a presence through almost 6,000

company-operated stores and dealer outlets in the

United States, more than 150 RadioShack locations in

Mexico and nearly 800 wireless phone kiosks.

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102

First to Report on the Dow Jones

Before

• 12+ days to close

• Many analytical technologies

• Complex reporting and forecasting

processes

• Hours to create reports

After

• 5 days to close

• Global consolidation across 58

lines of business

• Global forecasting and reporting

solution for 1,000+ users

• Minutes to access information

•The world‟s leading producer of primary aluminum with $23.5

billion in revenues with operations in 43 countries and 350

locations. Alcoa has over 131,000 employees.

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103

CUSTOMER CHALLENGES

Planning Cycle Time

Accuracy / Variance

Excel Errors

Level of Plan Detail

Finance Productivity

ROI

RESULTS WITH PLANNING

50-82% Time Reduction

65-80% Improvement

Replaced 6000+ Spreadsheets

700 Accounts; 60,000 Employees

8 FTE’s Transferred to Analysis

$1.5M Return on Investment

Solves Planning and Forecasting Challenges

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104

CUSTOMER CHALLENGES

Complex Financial Closing

Inconsistent Account Structure

Financial Data Collection Errors

Changing Disclosures

Inefficient Filing Process

ROI

RESULTS WITH ORACLE

5 Days; 585 Legal Entities; 45 BU’s

10 Systems; Reduced by 50%

26 Countries

Sustainable Reporting; 150 KPI’s

17% Productivity Gain in 10-Q’s

67% with 1.5 Year Payback

Solves Global Financial Reporting Challenges