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Page 1: Master Epm
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About This Presentation

• Objectives: Enterprise Dimension Management &Hyperion Data Relationship Management (DRM)

• Authors: Emanuele Stridacchio– [email protected]

• Release date: February 23 2010

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2

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Enterprise Dimension Management &Hyperion Data Relationship Management (DRM)

Emanuele Stridacchio, Sales Consultant

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

4Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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Why Enterprise Dimension Management?

5Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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Why Enterprise Dimension Management?Add value to the enterprise

Align critical dimensions across the enterprise to:

1. Reduce risk of reporting mis-statement

2. Increase ease of regulatory compliance

3. Reduce maintenance costs for EPM, BI, DW & ERP

4. Increase effective data sharing across EPM & BI

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 6

“Enterprise Dimension Management is also critical to Enterprise Performance

Management (EPM), no one believes the reports and dashboards if the data is a mess.”

Bill Swanton VP, Research AMR Research

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• Charts of accounts:

• Support multiple accounting standards (IFRS, US GAAP)

• Cost centers

FINANCIAL

• Organization hierarchies

• Legal entity structures

• Suppliers / vendors / customers

• Location hierarchies:

• Store locations

• Regional management

• Business segmentation

• Sales channels

• Cross-dimensional mappings

• Intercompany mappings

• ‘Alternate’ roll-up structures

• Consolidated external reporting

• Support multiple jurisdictions

ORGANIZATIONAL ANALYTICAL

What are Enterprise Dimensions?Measures of value

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 7

• Classify transactional & analytical data

• Reflect how the enterprise measures value

• Shared across multiple business functions & systems

• Usually hierarchical, often inter-connected

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Enterprise Dimension ManagementAlignment and consistency

Consistent Dimensions across EPM, BI, DW and ERPsHyperion Data Relationship Management

Enterprise Dimension Management

Global & Local Alignment

Re-org & Acquisitions

System Migration

Governance & Compliance

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 8

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• Unexplained reporting inconsistencies requiring complex reconciliation

• Uncertainty over compliance(Sarbanes-Oxley, Basel-II, etc.)

• No visible audit trails for changes to critical dimensions

• Complex, parallel workflowprocesses required to ensure dimensions are synchronized

• Dimension maintenance requires the support of IT groups

• Multiple point-to-point integration processes required to feed dimension changes across systems

• Uncertainty over the location of a “system of record”

SYMPTOMS

• Complete audit trail & governance of all changes to enterprise dimensions

• Integration with workflow request and approval processes

• Single ‘system of entry’ and ‘system of record’ for all dimension maintenance

• Enterprise dimensions aligned across participating applications

• Dimension maintenance devolved to local data stewards

• Business rules defined by the business & enforced consistently

• Automation of the calculation of many hierarchy attributes, through a formula engine or by inheritance rules

• Opportunities for reporting inconsistencies significantly reduced

• Compliance with regulatory standards simplified

• Financial close times can be reduced

• Tangible cost savings from the elimination of multiple, parallel, dimension maintenance processes

• Integration of new systems and applications will be quicker, more reliable and less costly

• Need for complex approval processes reduced

• Streamlined M&A processes

SOLUTION VALUE

Value of Enterprise Dimension ManagementDo you see any of these symptoms?

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 9

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Characteristics 1 - Scattered 2 - Home-made 3 - Centralized 4 - Aligned 5 - Governed

Maintenance process

Scattered, local processes for each instance of each application

Ad hoc spread-sheets and MS Access DBs for specific domains

Central repositories force synchronization for groups of systems

Central repositories recognize varied needs of participating systems

Unified, controlled environment for all changes

Maintenance responsibility

IT, for each silo application

Business users, but IT needed to integrate changes.

Technical administrators (business or IT)

Central functions (eg. Corporate Finance)

Local business experts (‘data stewards’)

Dimension alignment

Mis-alignments surface as reporting inconsistencies

Some point-to-point integration using ‘black box’ ETL

Complex point-to-point integrations

Central integration ‘hub’ using ‘open’ETL processes

Single ‘system of entry’ ensures alignment

Data governance Not possible Limited governance for some subject areas

Centralized control enforced by tools

Central functions apply governance

Governance delegated to business experts

Workflow processes

No consistent workflows

Inconsistent workflow for each solution

Multi-step approval processes

Complex workflows to ensure data quality

Simplified request & approval mechanism

Indicators • Fear of regulatory non-compliance

• Duplicated effort

• Frequent reporting reconciliation issues

• Responsibility for changes unclear

• Ad hoc processes to support mergers

• Duplicated effort, but business experts involved

• Reporting inconsistencies & reconciliation issues

• Simple audit trails possible

• Some duplicate maintenance (eg. between EPM & ERP systems)

• Local business rules enforced

• Compliance enforced by complex processes

• Centralized & complex workflows lengthen close cycles

• Automated Integration with major enterprise systems

• Rapid assimilation of acquisitions

• Enterprise-wide alignment

• Intrinsic compliance

• Fully devolved governance

• Full audit trails

• Business rules enforced automatically

Dimension Management Maturity ModelFrom “scattered” to “governed”

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Hyperion DRM in the Enterprise

11Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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Dimension Management with Hyperion DRMUnified source of the “truth”

• Simplify:– Simplify process & responsibilities

• Align:– Align dimensions across systems

• Governance:

– Audit, versioning & change control

• Risk mitigation:

– Consistent workflows reduce risk of financial mis-statement

12Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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GovernGovern

RationalizeRationalizeShare

Share

Consolidate

Consolidate

DRM is a Change Management Platform

Hyperion

DRM

Hyperion

DRM

Oracle EBSOracle EBS

PeoplesoftPeoplesoft

SAP SAP

Hyperion Hyperion

OtherOther

PlanningPlanning

ConsolidationConsolidation

BI & Data Marts

BI & Data Marts

ProfitabilityProfitability

Data Warehouse

Data Warehouse

• Streamlines dimensions changes among complex hierarchical structures across enterprise systems

• Engages business users as direct contributors to dimension management

• Codifies the knowledge that resides in experts into automated, repeatable business rules

• Enable data governance & compliance across the enterprise by enforcing standards and controls

Enables organizations to . . .

• Build enterprise-wide consistency in terms and definitions across systems and stakeholders

• Improve TCO with streamlined data maintenance

• Generate trustworthy insight based on high quality master data

• Dramatically reduce financial reconciliation time

• Comply with rules and regulations

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 13

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• Many different people involved

• Inevitable manual processes

• Error-prone & inconsistent

• Impossible to audit

• Impossible to roll-back changes

• Consumes time and resources

• Many requests for updates ‘interpreted’and implemented by IT experts

• Uncertainty on accuracy of reporting

• Uncertainty over causes of discrepancies (bad data, bad hierarchy definitions, human error …)

• Audit and compliance difficult -compliance implications for legal reporting

SCATTERED PROCESSES

• One location for all changes

• Streamlined change management

• Dimensions consolidated into a single maintenance structure

• Immediate feedback to business users for enforcement of business rules

• Dimensions published to downstream systems when required

• Alignment of dimensions assured

• Reporting inconsistencies significantly reduced

• Compliance with regulatory standards simplified

• Financial close times can be reduced

WITH HYPERION DRM

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 14

Dimension Management Maturity Hyperion Data Relationship Management

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“Scattered” Dimension MaintenanceLow maturity

Enterprise Applications

GL Sales Consol Reporting Essbase DW

Scattered Dimension Maintenance( Multiple, loosely-coordinated parallel processes & workflows )

15Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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“Governed” Dimension MaintenanceHigh maturity with Hyperion DRM

Enterprise Applications

GL Sales Consol Reporting Essbase DW

Hyperion DRM(Enterprise dimensions aligned – unified source of ‘truth’ – delegated governance)

16Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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DRM

17Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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Example Entity Structures

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 18

Quick search for

nodes

Simplified presentation

of data

Pagination of hierarchy

nodes in tree

Shortcuts to analysis

and reporting

tools

Easy access to lists of

relationships

Task-driven user

interaction

Multi-node clipboard

Details for selected property

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What if?

Current Version

• Changes for next financial period currently being modeled

• Model will be applied after November 2007 financial close

Future What-If Scenario

• Changes for next financial year being considered

• Account re-organization is being modeled and tested

• Model can be applied (or discarded) after financial year-end close

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 19

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Synchronize by Property

Interactive search of multiple hierarchies by any property

Use any common

property value

Marked nodes in another hierarchy

Marked nodes in the same hierarchy

Easy access from any node

Results summary by

hierarchy

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20

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Enabling Consistent ReportingHyperion Data Relationship Management

$60+ billion technology companyOver 82,000 employeesEBS Financials & Teradata warehouse

� Current reporting hierarchies create

redundant, inconsistent data structures

across applications, regions, and segments

� Result is various versions of the “truth”

� Decentralized technology structure requires

independent maintenance processes and

onerous synchronization routines

� Dell data warehouse and financial

management system are being overloaded

as reference data sources

Before

� Implemented Hyperion DRM to master chart of accounts, entities, accounts, projects, & products

� Provides a single, scalable maintenance interface to support 10,000+ changes each month to Dell’s global hierarchies

� Enables consistent distribution of reporting master data

� Enables global visibility, reduction in manual processes, improved data integrity, and reduced reconciliation effort

After

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 21

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Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 22

Different view on entity

Alternate Hierarchies

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Cross Dimensional Mapping

Drag and Drop Mappings

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 23

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Customizable Validations

• Example: A target system only supports account descriptions up to 25 characters

• DRM configured to prevent descriptions longer than 25 characters

Ensure Integrity of data

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 24

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Simplifying Change Management Hyperion Data Relationship Management

� Complex processes for assigning employees to territories & wells

� Uncertainty over the integrity of a high volume of changes

� Difficult & time consuming to make operational changes to EDW and GIS applications

Before

� Gained freedom to build teams according to where oil and gas reserves are located

� Reduced the number of calls for assistance between the business and their IT support

� Streamlined process of intersecting GIS layers from 72 hours to one hour

� Reduced the time required to process the spatial data to 1/10th

� Decentralized and distributed the ability to change role assignments closer to the source of the change

After

$7.3 billion in turnover4,900 employeesThird largest independent producer of natural gas in US

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 25

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Compare structures over time

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 26

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Export Dimensions

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 27

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System of Record for Enterprise DimensionsHyperion Data Relationship Management

$900+ million consumer financial companyOver 1,000 locations in 21 US statesLawson GL and custom point-of-sale system

� Needed a solution to summarize and load POS data as journal entries into Lawson G/L

� Maintenance of mappings between G/L and POS system was error prone, reactive and slowed the financial close process

� Changes resulting from new product introductions, active usury legislation and local competition demanded an agile approach

Before

� Mastered all POS entities (product type, event type, amount type, bank accounts, transaction codes, etc.) and maintained maps to G/L Chart of Accounts

� Simplified migration to new POS system

� Shortened financial close

� Proactive maintenance freed time for more value-creating tasks

� Accuracy enforced

� Rich audit tracking and versioning provided transparency and regulatory compliance

After

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 28

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Comprehensive out of the box audit trail

Audit Trail of changes

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 29

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Master or Slave?

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 30

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“We had over 2 million data points in our general ledger. We

created one instance of the truth…everyone comes to our

EDM product to get the financial hierarchy.”

VP Financial Systems, Fifth Third Bank

What Fifth Third Bank is saying

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 31

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Single Version of the TruthHyperion Data Relationship Management

$8.5 billion turnover and 22,000 employeesOver 1,200 banking centers65 users of Hyperion DRM

32Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

� Required technology infrastructure to support rapid growth through acquisitions

� Need to standardize reporting templates, manage global changes and provide accurate, credible data

� Inconsistencies of dimensional datathroughout systems and applications, manifested themselves at the financial reporting level

Before

� Reduced costs via centralized maintenance of dimensional data

� Established consistent enterprise dimensions across Oracle OFSA, SAP, DB2, Hyperion, and 40 other minor systems

� Created ultimate system of record and system of entry for financial master data

After

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Fifth Third Bancorp

Fifth Third traces its origin to the Bank of Ohio Valley, est. 1858. In 1871, that bank was purchased by the Third National Bank. At the turn of the 20th century, the Third National Bank and the Fifth National Bank merged and eventually became known as "Fifth Third Bank".

• A Fortune 500 company

• Headquartered in Cincinnati, OH, USA

• 18 affiliates in OH, KY, IN, MI, IL, FL, TN, WV, PA, & MO

• A diversified financial services company with five

primary businesses: Commercial Banking, BranchBanking, Consumer Lending, Investment Advisors,and Fifth Third Bank Processing Solutions

• US$100 billion in assets (as of Q1 ‘07)

• One of the largest banks in U.S. by asset size and market cap

• Over 22,000 employees

• 6 million customers

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 33

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Balancing Act

FunctionallyFunctionally--specific Appsspecific Apps

ease ofease ofadministrationadministration

applicationapplicationfunctionalityfunctionality

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 34

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Comparability

StandardizationStandardization

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 35

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Business Performance Mgt (BPM)

MetricRepository

Common HierarchiesCommon Hierarchies

Accessible

to users

Meaningfulcontext

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 36

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Usability

FunctionallyFunctionally--specific Appsspecific Apps

StandardizationStandardization

Common HierarchiesCommon Hierarchies

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 37

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5/3-Specific Business Issues

•• Single Financial Reporting app supportedSingle Financial Reporting app supported

too many functionstoo many functions

•• No separation between developmentNo separation between development

and production environmentsand production environments

•• No formal structure to metadata maintenanceNo formal structure to metadata maintenance

•• Manual updates to each systemManual updates to each system

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 38

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IBM DB2IBM DB2

DataData

WarehouseWarehouse

Finance MDM Hub

BusinessBusinessContinuityContinuitySystemsSystems

Capital MarketsCapital Markets

DatabasesDatabases

Oracle/OFSAOracle/OFSA

SAPSAP--H/RH/R

------

LawsonLawson--H/RH/R

HyperionHyperion

FinancialFinancial

ManagementManagement

(HFM)(HFM)

HyperionHyperion

EssbaseEssbase

MarketingMarketingDatabasesDatabases

HyperionHyperion

EnterpriseEnterprise

Master DataMaster DataRepositoryRepository

ONE VERSION OF THE

TRUTH

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 39

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•• Define master dataDefine master data

•• Extract master data from key systemsExtract master data from key systems

•• Reconcile data and determine future standardReconcile data and determine future standard

•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool

ONEONE--TIME INITIATIVES:TIME INITIATIVES:

Approach

•• Gain organizational agreement on conceptGain organizational agreement on concept

•• Obtain executive sponsorshipObtain executive sponsorship

•• Develop governance process for change requestsDevelop governance process for change requests

•• Develop oversight board and system admin councilDevelop oversight board and system admin council

•• Archive history, create new versionArchive history, create new version

•• Update central master data repositoryUpdate central master data repository

•• Create maintenance logCreate maintenance log

•• Synchronize participating systemsSynchronize participating systems

ONON--GOING PROCESS:GOING PROCESS:

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40

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•• Gain organizational agreement on conceptGain organizational agreement on concept

•• Obtain executive sponsorshipObtain executive sponsorship

•• Develop governance process for change requestsDevelop governance process for change requests

•• Develop oversight board and system admin councilDevelop oversight board and system admin council

•• Archive history, create new versionArchive history, create new version

•• Update central master data repositoryUpdate central master data repository

•• Create maintenance logCreate maintenance log

•• Synchronize participating systemsSynchronize participating systems

ONON--GOING PROCESS:GOING PROCESS:

•• Extract master data from key systemsExtract master data from key systems

•• Reconcile data and determine future standardReconcile data and determine future standard

•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool

ONEONE--TIME INITIATIVES:TIME INITIATIVES:

•• Develop governance process for change requestsDevelop governance process for change requests

Approach

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 41

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Change Request Process

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 42

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Approach

•• Define master dataDefine master data

•• Extract master data from key systemsExtract master data from key systems

•• Reconcile data and determine future standardReconcile data and determine future standard

•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool

ONEONE--TIME INITIATIVES:TIME INITIATIVES:

•• Gain organizational agreement on conceptGain organizational agreement on concept

•• Obtain executive sponsorshipObtain executive sponsorship

•• Develop governance process for change requestsDevelop governance process for change requests

•• Develop oversight board and system admin councilDevelop oversight board and system admin council

•• Archive history, create new versionArchive history, create new version

•• Update central master data repositoryUpdate central master data repository

•• Create maintenance logCreate maintenance log

•• Synchronize participating systemsSynchronize participating systems

ONON--GOING PROCESS:GOING PROCESS:

• Define master data

• Extract master data from key systems

• Reconcile data and determine future standard

• Develop master data standard definition/reference tool

ONE-TIME INITIATIVES:

• Gain organizational agreement on concept

• Obtain executive sponsorship

• Develop governance process for change requests

• Develop oversight board and system admin council

•• Archive history, create new versionArchive history, create new version

• Update central master data repository

• Create maintenance log

• Synchronize participating systems

ON-GOING PROCESS:

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 43

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Version Control

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 44

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Approach

•• Define master dataDefine master data

•• Extract master data from key systemsExtract master data from key systems

•• Reconcile data and determine future standardReconcile data and determine future standard

•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool

ONEONE--TIME INITIATIVES:TIME INITIATIVES:

•• Gain organizational agreement on conceptGain organizational agreement on concept

•• Obtain executive sponsorshipObtain executive sponsorship

•• Develop governance process for change requestsDevelop governance process for change requests

•• Develop oversight board and system admin councilDevelop oversight board and system admin council

•• Archive history, create new versionArchive history, create new version

•• Update central master data repositoryUpdate central master data repository

•• Create maintenance logCreate maintenance log

•• Synchronize participating systemsSynchronize participating systems

ONON--GOING PROCESS:GOING PROCESS:

• Define master data

• Extract master data from key systems

• Reconcile data and determine future standard

• Develop master data standard definition/reference tool

ONE-TIME INITIATIVES:

• Gain organizational agreement on concept

• Obtain executive sponsorship

• Develop governance process for change requests

• Develop oversight board and system admin council

• Archive history, create new version

•• Update central master data repositoryUpdate central master data repository

• Create maintenance log

• Synchronize participating systems

ON-GOING PROCESS:

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 45

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Update Master Data Repository

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 46

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Master Data Metrics

•• 80+ financial hierarchical structures (entities and G/L account80+ financial hierarchical structures (entities and G/L accounts)s)

•• 300 Versions (134 financial; 151 user300 Versions (134 financial; 151 user--managed LOB, 15 test)managed LOB, 15 test)

•• 460 attributes (<10 are entered; rest are derived, inherited, o460 attributes (<10 are entered; rest are derived, inherited, or defaulted)r defaulted)

•• Financial dimensional data:Financial dimensional data:� 13,900 base entities; 21,500 total entities

� 4,900 base G/L accounts; 6,700 total G/L accounts

� 100 base LOBs; 130 total LOBs

•• 1 admins, 15 “light” admins, 140 users1 admins, 15 “light” admins, 140 users

•• average 7,000average 7,000--8,000 changes per month (have had over 14,000 changes8,000 changes per month (have had over 14,000 changes

with major reorganizations)with major reorganizations)

•• ragged and normalized structuresragged and normalized structures

•• supports financial hierarchies in addition to LOB salesperson hsupports financial hierarchies in addition to LOB salesperson hierarchiesierarchies

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 47

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Benefits/Accomplishments

•• Support for functionally specific, purposeSupport for functionally specific, purpose--built applicationsbuilt applications

•• Standardized naming conventionsStandardized naming conventions

•• Hierarchical consistencyHierarchical consistency

•• Standardized cost centers and COA setupStandardized cost centers and COA setup

•• Segregated development and production environmentsSegregated development and production environments

•• Implemented wellImplemented well--defined, robust business processdefined, robust business process

•• Support for SarbSupport for Sarb--Ox and other governance activityOx and other governance activity

•• Reduced closing cycle change management processReduced closing cycle change management process

•• Improved accuracy of reporting across systemsImproved accuracy of reporting across systems

•• Secure, userSecure, user--managed hierarchy structuresmanaged hierarchy structures

•• Clearly defined ownershipClearly defined ownership

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 48

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Keys To Success

•• Recognition of the need by Senior ManagementRecognition of the need by Senior Management

•• Focused discipline of the Project TeamFocused discipline of the Project Team

•• Vision to create a proactive, repeatable business processVision to create a proactive, repeatable business process

•• Enabling technology provided by HyperionEnabling technology provided by Hyperion

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 49

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Hyperion DRM for Dimension ManagementAlign critical dimensions

• DRM is a “best of breed” solution:

– Mature product

– Strong user base

– Technology agnostic

– Great tool for SAP customers!

• Automation of dimension alignment:

– Reduce manual efforts and errors

– Increase data quality

– Complete audit trail & “roll back”

• Business value:

– Process alignment and simplification

– Simplify system rollouts & maintenance

50Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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FINANCIAL

SERVICES

DRM Customers by Business SegmentVICES

PUBLIC SECTOR LIFE SCIENCES

AND HEALTHCARE

RETAIL

HIGH

TECHNOLOGY

MANUFACTURING

& DISTRIBUTION

COMMUNICATIONS

MEDIA & UTILITIES

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 51

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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

52Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

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<Insert Picture Here>

Appendix

54Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

• DRM pedigree• Oracle Enterprise Master Data Management product family• DRM screenshot• Additonal customer story (Cash America)• DRM project scope (implementation complexity)• DRM whiteboard process (9 slides, “The business problem”)

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DRM PedigreeBest of breed solution

• Mature product:– 10+ years, multiple releases

– Developed by Bank One

– Brought to market by Razza, Hyperion, and now Oracle

• 200+ customers, most in Fortune 1000, cross-industry

• Technology-agnostic:

– Flexible DB schema to represent any hierarchical relationship

– Tools to integrate with downstream applications:

• Flat files, ODBC connectivity, automated feeds …

• Hierarchies can be transformed during export process

• “Application Templates” for Hyperion applications

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 55

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Oracle Enterprise Master Data ManagementThe most complete MDM offering in the market today

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 56

Data Governance Manager

Oracle Fusion Middleware

Analytical MDM

Analytical MDM

Operational MDM AppsOperational MDM Apps

OperationalSystems

Customer

Customer

OracleProduct

Hub

OracleProduct

Hub

Financial

Financial

Oracle / Hyperion Data Relationship

Management

Oracle / Hyperion Data Relationship

Management

OracleCustomer

Hub

OracleCustomer

Hub

EBSEBS

SiebelSiebel

SAPSAP

Custom AppsCustom Apps

ExternalApps

ExternalApps

Product

Product

Analytical

Analytical

Application Integration Architecture

OracleSiteHub

OracleSiteHub

Site

Site

PeopleSoftPeopleSoft

JDEJDE

BudgetingBudgeting

AnalyticalSystems

DWDW

BI & DatamartsBI & Datamarts

PlanningPlanning

Financial Consolidation

Financial Consolidation

DashboardsDashboards

OracleSupplier

Hub

OracleSupplier

Hub

Supplier

Supplier

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“Implementing Hyperion DRM helped shorten our time to

financial close and saved us the trouble of building a custom

solution to manage our POS master data artifacts”

John Van Aken, Financial Systems , Cash America

What Cash America is saying

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System of Record for Enterprise DimensionsHyperion Data Relationship Management

$900+ million consumer financial companyOver 1,000 locations in 21 US statesLawson GL and custom point-of-sale system

� Needed a solution to summarize and load

POS data as journal entries into Lawson G/L

� Maintenance of mappings between G/L and

POS system was error prone, reactive and

slowed the financial close process

� Changes resulting from new product

introductions, active usury legislation and

local competition demanded an agile

approach

Before

� Mastered all POS entities (product type, event type, amount type, bank accounts, transaction codes, etc.) and maintained maps to G/L Chart of Accounts

� Simplified migration to new POS system

� Shortened financial close

� Proactive maintenance freed time for more value-creating tasks

� Accuracy enforced

� Rich audit tracking and versioning provided transparency and regulatory compliance

After

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 59

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• 2 – 3 core dimensions, each with two alternate hierarchies

• Simple interfaces:

• Essbase, HFM, Planning

• Consulting:

• 1½ FTE

• 2 – 3 months

SMALL

• 5+ dimensions, most with multiple alternate hierarchies

• Multiple interfaces:

• Essbase, HFM, Planning

• Transactional apps

• Basic GL integration

• Data warehouse

• Simple automation

• Consulting:

• 2 – 3 FTE

• 3 – 6 months

• Support from a Solutions Architect

• Multiple dimensions with complex alternate hierarchies & mappings

• Multiple interfaces:

• Essbase, HFM, Planning

• Multiple transactional apps

• Complex GL integration

• Multiple data warehouses

• Complex daily & monthly automations

• Consulting:

• 3+ FTE

• 6+ months

• Led by Senior Solutions Architect

MEDIUM LARGE

Determining DRM Project ScopeTypical characteristics

60Copyright © 2009, Oracle and/or its affiliates. All rights reserved.

Page 61: Master Epm

Enterprise Dimension ManagementThe business problem

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 61

• Typical architecture across which dimensions need to be aligned

Page 62: Master Epm

Enterprise Dimension ManagementThe business problem

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 62

• Typical architecture across which dimensions need to be aligned

• Different hierarchy content & structure required in each system

Page 63: Master Epm

Enterprise Dimension ManagementThe business problem

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

E-Mail

ReviewSpreadsheet

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Spreadsheet

BusinessUser

IT Admin

OracleAdmin

PlanningAdmin

EssbaseAdmin

Analytic Applications

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 63

• Typical architecture across which dimensions need to be aligned

• Different hierarchy content & structure required in each system

• Complex maintenance processes

Page 64: Master Epm

Enterprise Dimension ManagementThe business problem

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

E-Mail

ReviewSpreadsheet

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Spreadsheet

BusinessUser

IT Admin

OracleAdmin

PlanningAdmin

EssbaseAdmin

Analytic Applications• Different people involved

• Inevitable manual processes

• Error-prone, inconsistent

• No way to audit

• No way to rollback changes

• Time and resource consuming

• Updates “interpreted” by systems experts

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 64

Page 65: Master Epm

So … What is the Business Impact?

• Business measures that should be the same are not

• Uncertainty on accuracy of reporting

• Uncertainty if discrepancies are caused by bad data, different definitions, human error…

• Month after month, expensive time and effort spent researching and reconciling

• Audit / compliance difficulty, compliance implications for legal reporting

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

BusinessUser

Analytic Applications

YTD Revenue$13,500,322

YTD Revenue$12,994,332

YTD Revenue$13,509,999

YTD Revenue$13,599,322

YTD Revenue€ 9,322,219

?

?

?

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 65

Page 66: Master Epm

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Enterprise Dimension ManagementThe Hyperion DRM solution

Hyperion DRM

• DRM becomes the “system of entry” and “system of record”

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 66

Page 67: Master Epm

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Enterprise Dimension ManagementThe Hyperion DRM solution

Hyperion DRM

• DRM becomes the “system of entry” and “system of record”

• Collapse separate hierarchies into a single maintenance structure

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 67

Page 68: Master Epm

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Enterprise Dimension ManagementThe Hyperion DRM solution

Hyperion DRM

BusinessUser

• Streamline change management

• One place to make changes, one structure to update

• Business rules enforced –immediate feedback to users

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 68

Page 69: Master Epm

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

• Accounts• Entity• Cost Center• Product• Location• Channel

DW

Analytic Applications

Enterprise Dimension ManagementThe Hyperion DRM solution

Hyperion DRM

BusinessUser

• Publish changes for each specific consuming system as needed, when needed

• Each system receives required content and structure

• “Alignment” assured

Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 69