Session Information

Migrating from Oracle EPM

version 9 to version 11 at Hess Connection Point 2011 – Atlanta

Doreen Fox-Dwyer

Sr. Manager - Financial Reporting

dfox-dwyer@hess.com

Philip Parker

Sr. Solutions Architect

philip.parker@perficient.com

• Doreen Fox-Dwyer

• Sr Manager – Financial Reporting

• 30+ years of operational accounting & reporting experience (8 years at Hess)

• 20+ years of Hyperion products experience

• Oracle User Group affiliations:

– OAUG Hyperion SIG, Co-Chair

– Member of the OAUG GEO/SIG Committee

– Member of OAUG New York City GEO

– Member of OAUG OBI SIG

– Member of ODTUG

• Integrated Energy Company

www.Hess.com

• 2 primary Segments:

– Exploration & Production

(E&P/Upstream)

– Marketing & Refining

(M&R/Downstream)

• Operations in 23 countries

• Exploration & Production – US, Europe, Asia, Africa

– Average of 418 barrels of oil equivalent per day produced in 2010

• US Retail operations – 16 states

– 1,350 gas stations, many with convenience-stores

– Approximately 1.3 million customers daily

• Other operations include refining, electricity sales, wholesale & retail energy suppliers and commodity supply & trading

• Annual Revenue $34.6B

• Net Income $2.1B

• Capital Expenditures $5.5B

• Employees >13,000

2010 Key Metrics

• Leading e-business IT consultancy in US

• 1,500 Colleagues Worldwide

• 500+ enterprise clients (2010) and 85%

repeat business rate

• Locations throughout U.S. + offshore

delivery

• Own the sweet spot between Big 4 and

boutiques

• Broad Portfolio of offerings

• Strong revenue, EBITDA and profitability

since startup

• Proven M&A success (20 acquisitions)

• Nasdaq Global Select,

Russell 2000 & S&P SmallCap 600

Revenue in Millions

* 2011 Revenue Guidance Range is $235m - $255m 6

*New markets via recent Exervio acquisition

Oracle Platinum Partner – Certified on the latest Oracle product

platforms and technologies, as well as implementation and

migration best practices.

- Oracle EPM Practice

- Oracle Business Intelligence Practice

- Oracle CRM Practice

- Oracle Middleware Practice

Oracle Certified Education Partner – Certified to deliver the

official Hyperion course curriculum to customers via onsite training

classes. Perficient owns and operates one of the national Oracle

training facilities listed on the Oracle website

Oracle Specialized Partner – Certified by Oracle to deliver and

sell the Oracle BI, EPM and CRM applications.

Oracle Authorized Reseller – Certified on Hyperion licensing and

pricing, authorized to resell Hyperion licenses and maintenance

contracts

The Migration

Primary Reasons to Migrate

• Merge separate Oracle EPM environment to one

common environment

• Migrate to a supported platform

• Improve end-user experience, primarily for users of

multiple products

• Internet Explorer compatibility

Secondary Reasons to Migrate

• Upgrade Hardware

• Utilize 64 bit architecture

• Review available new features & functions

• Review & organize grids, reports, forms, etc

• Provide new & existing end-users training

• Support ever-expanding reporting requirements for

Tax, Government and internal reporting

Critical Success Factors

• Minimize end user training

• Maximize end user experience

• Making the transition as smooth as possible

• Successful knowledge transfer for Oracle EPM team

• Minimize Smartview transition

• Implement MSAD for HFM for SOX compliance

• Expand IT resources to cover all products/platform

• Ensure remote access via Citrix (for outsourced units)

and Juniper network

Timeline

April 2010

• Migrated HFM

• Migrated FDM

December 2010

• Created migration plan for Hyperion Planning

• Documented Hyperion Planning objects to be migrated

January 2011

• Migrated 9.3 to 11.1.1.3 to development and test

• Completed unit testing

February 2011

• Migrated Hyperion Planning and HFM to production

• Reran unit test

• Go-Live

Why not migrate to 11.1.2?

• Minimize changes/training for end users

• Wait for 11.1.2.1 release and migration path

• Possibly wait until 11.1.2.2 has been released

Hess Environment

• Multiple instances of SAP worldwide

• Other GL & Data sources required for all units

• Utilization of IBM for Data Center & Server builds &

support

• HFM platform & HPS platform separate, at different

locations & at start of project under different IT &

finance owners

Hess Environment - Past

Hyperion Financial Management 9.2

Financial Data Management

Custom Smartview Templates

100’s of Financial Reports

Hyperion Planning 9.3.1

Informatica 7 - DIM

Essbase

Custom Smartview Templates

100’s of Financial Reports

HFM Integrations

Manual vs. Semi Automated Migration

Hess Environment - Current

Oracle EPM 11.1.1.3

Hyperion Financial Management

Hyperion Planning/Essbase

Informatica 8 - DIM

HFM Integrations from

Financial Data Management

Custom Smartview Templates

100’s of Financial Reports

11.1.1.3 Environment Specifics

• 3 environments

– Dev/Test/Prod

– Dev and Test are Virtualized

• 3 HFM applications

– SEC/Management Reporting

– First Spend/Analysis

– Legal

• 2 Planning applications

– EPPLAN (forecast & budget)

– AVPLAN (long term/asset life)

• Data

– Actual/Forecast/Budget/Long term Plan

Challenges

• Version decision – 11.1.2 or 11.1.1.3

• Upgrading two different environments

• Timing – February Forecast and Year End Close

• Underestimated the use of HSGET/HSSET in Excel

• Changed file Path for DIM jobs.

• Smartview distribution

Migration Tips

• Do not underestimate effort to upgrade Smartview

• Create a project plan

• Create an object migration list

• Make sure IT and the business users are

communicating

• Walk through unit test scripts on each environment

• Patch servers prior to migrating

Next Steps

• Upgrade to v11.1.1.4 for compatibility with MS Office 2010 (before Year-end close)

• Evaluate upgrade path to v11.1.2.x (2012) – Support IT initiatives for Windows 7 & IE9

– Evaluate new functionality, primarily for Planning

– Upgrade servers to v2008

• Determine effectiveness of current Disaster Recovery & Business Continuity plans, in conjunction with updated IT company wide plan

• Expand current training options (in-person, Sharepoint self guided, live-meeting)

• Improve legal & statutory reporting HFM application

Questions