oracle live epm webcast: enterprise dimension management

Hyperion Data Relationship Management


ManagementEnterprise Dimension Management

Emanuele Stridacchio, Principal Sales Consultant

Agenda

� Introduction

� DRM – Why?

� DRM - Features


� DRM - Features

� Live demo

� Q&A

Real-time Enterprises implement processes to ensure that the information provided to employees, customers, suppliers, and partners is current and consistent across all systems, minimizing manual and ad-hoc batch information processes.

To achieve this, systems for a Real Time Enterprise must be

Managing Change in the Real-Time Enterprise


To achieve this, systems for a Real Time Enterprise must be “adaptable” to change and accept “change as the process”.

Vinod KhoslaVenture Capitalist, Entrepreneur & Co-founder, Sun Microsystems

A Single Change Impacts Many SystemsFlexibility and agility are the hallmarks of the Real-time [Agile] Enterprise

iFlex

ReveleusMantasSCM

ERP (EBS,

SAP, Other

CRMHR / HCM

Hierarchies

Master Data

DimensionsReference

Data


Data Warehouses

and Data Marts

• Oracle

• SQL Server

• DB2

• Teradata

Other

• XML

• Excel

• Text

Multi-dimensional

• Essbase

• Oracle OLAP

• Microsoft

• SAP BW

Hierarchies

What is DRM?System of Record for all Enterprise Hierarchies

SFASFA

MktgMktg

SvcSvc

CallCall

CenterCenter

A/RA/R

ProcureProcure

BudgetBudget

SupplySupply

ChainChain

A/PA/P

G/LG/LBillingBilling

HFMHFM

HRHR

PartnerPartnerOrderOrder

MgtMgt

WebWeb

SiteSiteWebWeb

StoreStore

• Master data change management

Data WarehouseData Warehouse

DRMDRM

Data martsEssbase

Sales Reporting

ManagementReporting Cubes

• Master data change management solution

• Sweet spot: Finance & Analytical MDM

• Enterprise focus

• Operational & Analytical Relevance

DRM: Key Differentiators

Model Driven • Model and master any dimension or complex hierarchy

• Metadata driven configuration, no coding solution

Multi-domain• Domain agnostic

• Operational and analytical master data

Enterprise Scope• Consistency across application silos


Enterprise Scope• Consistency across application silos

• Fosters data quality and trust

Business User

Focus• LOB users maintain hierarchies and attributes

• SMEs specify policies and business rules

Better with Oracle• Packaged EBS integration to simplify migrations / coexistence

• Packaged EPM integration ensures streamlined consumption

Hyperion Data Relationship Management

� Build master data consistency

� Effectively manage changes

� Across transactional and analytical systems

� Across Oracle and non-Oracle assets

� Accelerator and enabler for:

Oriented to Line of Business


� Accelerator and enabler for:

– Enterprise Performance Management

– Financial Transformation Initiatives

– Business Transformation Initiatives

Enabling Enterprise TransformationDRM – Enterprise MDM solution for proactive change management

DRM for Enterprise

Performance Management &

BI Alignment

• Planning hierarchies

• Consolidation hierarchies

• Management & Financial reporting

hierarchies

• Profitability structures

• Data Governance & Compliance

• Alternate Business Perspectives

• What-if scenarios

• Historical reporting

• New applications faster, with lower risk

Use Cases Value

DRM for Financial

Transformation &

Alignment

• Chart of Accounts Mgmt.

• GL consolidation / reduction

• GL migration / upgrades

• Financial transformation enabler

• Integrated change management

experience across ERP & EPM


Alignment • GL migration / upgrades

• EBS / PSFT / Fusion co-existence

• Consolidation hierarchies

• Account mappings

experience across ERP & EPM

• Global / Local alignment

• Shorter reconciliation and close cycles

• Compliance peace-of-mind

DRM for Business

Transformation &

Organization Alignment

• Business transformation enabler: acquisitions,

reorganizations, spinoffs

• Integrated change management

experience across Operations & Analytics

• Cross-functional (Enterprise) alignment

• Corporate (B2B Customer) hierarchies

• Salesperson / Territory hierarchies

• Employee / Approval chain hierarchies

• Organizational / Legal Entity hierarchies

• Business taxonomies

9

Enterprise Dimension Management

� Invest in a business application to take a

governed approach to conform corporate

dimensions & hierarchies

� Resolve reporting inconsistencies and

make reconciliation effortless using

DRM’s built-in referential integrity

DRM for Enterprise Performance Management and BI Alignment


DRM’s built-in referential integrity

� Leverage a dimension maturity model to

build a roadmap to devolve dimension

maintenance to front-line business users

� Gain compliance peace-of-mind through

detailed history, audit and version control

Managed Business Perspectives

Improve consistency & alignment of metrics and measures across rollup reporting hierarchies, and related allocations to streamline reporting by reconciling global with local, corporate with LOB, and operational with analytical perspectives

Dimension Management Maturity ModelIndicators, from ““““scattered”””” to ““““governed””””

• Reporting reconciliation issues, fear of regulatory non-compliance

• Duplicated effort, responsibility for changes unclear

• Ad hoc processes to support mergersScattered

• Duplicated effort, but business experts involved

• Reporting inconsistencies & reconciliation issues

• Simple audit trails possibleHome-made

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

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

• Local business rules enforced

• Compliance enforced by complex processesCentralized

• Centralized & complex workflows lengthen close cycles

• Automated Integration with major enterprise systems

• Rapid assimilation of acquisitions Aligned

• Enterprise-wide alignment, intrinsic compliance

• Fully devolved governance, full audit trails

• Business rules enforced automatically Governed

11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Financial Transformation and Alignment

� Shift away from outdated systems and

structures that no longer serve your business

� Implement finance shared service centers to

lower TCO of EBS by upgrading to R12

� Transform your CoA to reflect a new way of

doing business, secure business buy-in and

DRM for Chart of Accounts Management across ERP and EPM


doing business, secure business buy-in and

deploy re-modeled applications for the future

� Maintain separate yet consistent alternate

perspectives for legal entity, corporate,

statutory and tax reporting

Financial Transformation

Manage chart of accounts across ERP/GL, EPM and Financial Analytics to enable financial transformation, simplify R12 upgrades, enable Fusion co-existence and shorten close cycles

Organization Alignment

� Mergers, reorganizations or routine changes in

employee position, role, legal entity, geo, etc.,

can easily through enterprise applications off

kilter unless proactively managed for change

� Align purchase authorization with position

changes among personnel to align budgets

Master organization hierarchies with DRM

Spend Management


changes among personnel to align budgets

with execution to proactively manage spend

� Ensure consistent approval on procurement

requisitions, capital expenditures and travel

expenses based upon appropriate

accountability and authorization hierarchies

maintained in DRM

Spend Management

Authorize spending based on changing position, department, approval chain and employee hierarchies to set purchase authorization limits, and optimize procure-to-pay processes per budget allocations

Reference Data Management

� Reference data although simple and slowly

changing is pervasive. May include

classification schemes, often set by entities

external to the enterprise (e.g., ISO for

country codes and currency codes).

� Lack of standardization results in

incompatible representations of the same


Reference Data Management

Harmonize types, codes, lookups, relationships, & taxonomies for consistent application configuration and reduce compliance risks

incompatible representations of the same

data in different applications

� Getting it wrong can have consequences

that may result in process breakdown,

compliance issues and even fines from

regulatory agencies

DRM is a Change Management PlatformGovernGovern

Share

Share

Consolidate

Consolidate

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


RationalizeRationalize

OtherOtherWarehouseWarehouse

• 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

Oracle Hyperion DRM: Master

Govern

Trusted Master

Data• Data Model & Domain Agnostic

Foundation

• Master Data Repository

• Form-driven metadata configuration

• Modular and reusable objects

• User Interfaces:

• Data Steward Interface


RationalizeShare

Consolidate

Trusted

Master Data

Trusted

Master Data

• Read-only Access

• Migration Utility

• Management Console

16

Oracle Hyperion DRM: ConsolidateImport

• Bulk load facility

• Version creation

• Cached for immediate use

Blender

• Adds and combines multiple data structures

• Allows selectivity of types of actions

performed

Action Scripts

• Transaction based scripts

• Allows incremental changes to be performed

ConsolidateConsolidateImportImport

Action

Scripts

Action

Scripts

GovernGovern

Share

Share

Trusted

Master

Trusted

Master DWDW

Blend Blend ERPERP


• Allows incremental changes to be performed

in batch

17

ScriptsScripts

Application

Templates

Application

TemplatesRationalizeRationalize

Share

ShareMaster

Data

Master

DataDWDW

BI/EPMBI/EPM

OtherOther

Web

Services

Web

ServicesWeb Services

• Perform fine-grain operations

• Invoke within request and approval workflows

• Execute Import, Blender, and Action scripting

tasks

Application Templates

• Pre-packaged metadata

• Bulk load for baseline configuration

• Extend and tailor for each implementation

Hierarchy Management

• Drag-and-drop maintenance

• Advanced navigation

• Balanced and ragged structures

• Duplicate checking

Attribute Management

• Categorization

• Inheritance and derivation

• Minimize data storage

Derived Properties

GovernGovern

Shar

e Shar

e

Consolidate

Consolidate

Trusted

Master Data

Trusted

Master Data

Oracle Hyperion DRM: Rationalize

Queries

• Interactive analysis

• Form-driven creation

• Directly make edits to results

Compares

• Identify similarities or differences

• Structure and properties

• Streamlines reconciliation efforts


Derived Properties

• Calculated values

• Reduced maintenance

• Ensure data integrity

• Formulas allow for complex logic with Excel-like usability

Node Types

• Control classification of

data objects

• Restrict visual display

of properties

• Granular application of

business rules

RationalizeRationalizeQuery &

Compare

Query &

Compare

Derived

Properties

Derived

Properties

Node TypesNode Types

Hierarchy

Management

Hierarchy

Management

Attribute

Management

Attribute

Management

18

Oracle Hyperion DRM: Share

GovernGovern

Consolidate

Consolidate

Trusted

Master Data

Trusted

Master Data

ShareShare

Web

Services

Web

Services

ExportsExports

BooksBooks

Web PublishingWeb PublishingERPERP

DWDW

BI/EPMBI/EPM

Exports

• Wizard-driven creation

• Several export types for producing various formats

• Filtering, Comparison, Transformation, Balancing,

De-duplication

• Flat file, DB table, XML

Books

• Group exports and control sequencing

• Combine export output

Web Publishing


RationalizeRationalizeBatch

Client

Batch

ClientOtherOther

Web Publishing

• Anonymous access

• Read-only browsing

• Run standard exports and books

Web Services

• Fine-grained data retrieval

• Execute exports and books

Batch Client

• Command-line interface

• Run batch processes

Oracle Hyperion DRM: GovernVersioning

• Time or event based snapshots

• As-Of Versioning

• What-if modeling scenarios

• Manage lineages or independent data sets

• Stored and Detached versions

• Access control by status

Validations

• Business rules that identify data conditions

• Real-time or batch

• Prevent invalid manipulation of data

Consolidate

Consolidate

Workflow Dev

Kit

Workflow Dev

Kit

VersioningVersioning

Granular

Security

Granular

SecurityValidationsValidations

Migration

Utility

Migration

Utility

GovernGovern

Transaction

History

Transaction

History


• Prevent invalid manipulation of data

RationalizeRationalize

Share

Share

Consolidate

Consolidate

Trusted

Master Data

Trusted

Master Data

20

Granular Security

• Enables business users to perform changes in a secure environment

• Branches of hierarchies

• Properties by category

Transaction History

• All changes are tracked

• Enables audit ability

Workflow Development Kit

• Submit and approve changes

• Oracle BPEL PM workflows

• Incorporate into enterprise process

Browser-Based ClientTask-based, zero footprint

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Shortcuts ad analisi e reporting

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