MDM for Oracle Hyperion EPM
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The document highlights Orchestra Networks' MDM solution for Oracle Hyperion EPM, focusing on improving dimension management for operational systems like HFM and Essbase. It emphasizes the reduction of manual data maintenance, reconciliation difficulties, and errors while enabling users to manage hierarchies and maintain consistency across applications. The solution aims to provide a comprehensive, browser-based interface for effective governance and streamline the workflow around the management of enterprise performance data.
MDM for Oracle Hyperion EPM
- 1. MDM for Oracle® Hyperion EPM Enterprise-level Dimension Management for Oracle® Hyperion Enterprise Performance Management Suite A solution by Orchestra Networks www.orchestranetworks.com/hyperion HFM Essbase Planning October 2012
- 2. Disclaimer Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Product names, logos, brands, and other trademarks featured or referred to are the property of their respective trademark holders. These trademark holders are not affiliated with Orchestra Networks, our products, or our website. They do not sponsor or endorse our product or any of our solutions.
- 3. What are the key dimensions in your EPM apps? (also called: meta data, master data, reference data, hierarchies...) Operational Systems Oracle Hyperion EPM applications Hyperion Financial Management ERP (HFM) Oracle Essbase Hyperion Planning ERP Oracle Essbase Usually Account Account Account created in Company Company Company code operational Cost center Customer Cost center systems Product Product Customer Multiple applications / Multiple instances
- 4. How much manual effort to you spend... Managing HFM Dimensions across levels At corporate level HFM At business unit level HFM HFM HFM
- 5. How much manual effort to you spend... Synchronizing Dimensions across Hyperion EPM applications HFM Essbase Planning
- 6. How much manual effort to you spend... Reconciling between versions (Past, Present and Future) JAN APR JUL OCT JAN HFM HFM HFM HFM HFM
- 7. It's more than just sharing data Maintaining consistency across levels Duplication of data means multiple edits between ● Corporate consistency... Corp/Local ● ... with local autonomy for business units Avoiding inconsistency across applications Manual synchronization with planning introduces errors ● Enforce validation controls / security that are caught too late... ● Avoid copy-synchronize-reconcile loops Temporal management Supporting monthly update cycles with parallel work ● Keep history, rollback to past versions streams ● Work on future updates
- 8. Key requirements: Hyperion administrators Sales & Marketing Human Resources Finance & Accounting Users ● Manage one version of the truth HFM Admin Essbase Admin Planning Admin ● Reduce manual maintenance of data ● Avoid errors in dimensions ● Share dimensions between apps and instances ERP HFM Essbase Planning (e.g. for business units) ERP HFM Essbase Essbase
- 9. Key requirements: Finance & Accounting users Sales & Marketing Human Resources ● Manage hierarchies ● Update data ● Work in future versions / Impact analysis Finance & Accounting Users ● View history / Rollback in previous states HFM Admin Essbase Admin Planning Admin ● Reduce manual maintenance of data ● Avoid errors in dimensions ● Share dimensions between apps and instances ERP HFM Essbase Planning (e.g. for business units) ERP HFM Essbase Essbase
- 10. Key requirements: Users across the enterprise ● Access hierarchies ● Contribute to governance Sales & Marketing ● Align with other master data Human Resources ● Manage hierarchies ● Update data ● Work in future versions Finance & Accounting Users ● Get history HFM Admin Essbase Admin Planning Admin ● Reduce manual maintenance of data ● Avoid errors in dimensions ● Share dimensions between apps and instances ERP HFM Essbase Planning (e.g. for business units) ERP HFM Essbase Essbase
- 11. How do you manage your dimensions today? ts? Spre adshee for tion umbe r 1 solu anual, error- Sti ll the n t. M agemen vernance or man m etadata ta model, go o da rone. N HFM HFM p . security Complex in ETL jobs? tegration fr Hyperion. A om ERP to ERP dd busines Essbase ERP no control s logic in E Essbase by business TL, users. Oracle tools? d to EPMA, DRM: Technical tools limite Planning Essbase sy- Hyperion "power users". Lack of ea ry to-use UI, no workflow, rudimenta version control.
- 12. Introducing MDM for Oracle® Hyperion EPM Suite End users & EPM administrators Browser-based User Interface Hierarchy Management & Workflow Central MDM with pre-built Import data from dimension Import dimensions any source system models from HFM / Essbase (Web Services, / Planning CSV/XML files) Export dimensions (initial migration) to HFM / Essbase / Planning ERP HFM Essbase Planning ERP HFM Essbase Essbase
- 13. Import your dimensions in 1 click Perform the initial migration of your dimensions from EPM applications HFM Essbase Planning
- 14. Manage hierarchies Browser-based user interface with visual hierarchy management
- 15. View and update nodes Edit any field value
- 16. Manage hierarchies at corporate and local levels Maintain consistency without any duplication
- 17. Keep track of past versions Get full history of your data, rollback to past versions
- 18. Work on future updates Staging of your upcoming updates, comparison reports
- 19. Set permissions at field level Configure access rights for users
- 20. Approve changes Configurable workflow for change management and approvals
- 21. Export dimensions in 1 click Export updates to your Hyperion applications
- 22. Export to other systems Export your hierarchies as CSV, XML files
- 23. Packaging and pricing EBX5 Add-on for Oracle® Configuration MDM Software Hyperion EPM ● 1 Production instance ● 1 Lab instance Installation ● On your own Java application server and database (Oracle, DB2, SQL Bundled licence Server, Posgre) Restricted use to Oracle Hyperion ● Pre-packaged open source application server and database metadata Trial program www.orchestranetworks.com/hyperion
- 24. Implementation strategy Installation and set-up 1 Install software, migrate EPM dimensions, configure roles & users Manage dimensions and hierarchies 2 Configure views, versions (past and futue), adaptation between global and local Export data to EPM applications 3 Export files, configure synchronization 1 to 2 weeks Advanced integration 4 Integrate with source systems via middleware (ETL, ESB..) Advanced governance 5 Configure approval workflows, add permissions, business rules 1 to 3 months
- 26. The Master Data Management pure-player Orchestra Networks is a leading Reference / Master Data Management vendor. ● Company founded in 2000 ● Leadership and shareholders ○ Top management: 4 co-founders for 12 years ○ Very stable, privately-held company ● Team ○ 52 employees worldwide (40% on product engineering and support)
- 27. Recognized by leading analysts About Orchestra Networks Orchestra Networks is positioned by Gartner in MDM Magic Market Quadrants since 2010 and featured in multidomain MDM reports. Positioning Only MDM vendor to be ranked "good" by Gartner in MDM for finance, human capital and product with one single software product. Customer References Orchestra Networks ranked #1 MDM technology among 14 vendors in The Information Difference MDM Landscape Q2 2012 Because Orchestra Networks is a multi-domain MDM, it is possible for it to handle both hierarchies for finance departments and other domains. It has also improved support for enterprise applications such as Oracle Hyperion with its "EBX5 add-on” for Oracle Hyperion EPM customers.
- 28. Large companies worldwide have selected EBX5 About Orchestra for their RDM / MDM requirements Networks Market Positioning Customer References
- 29. Top Oracle Hyperion users rely on EBX5 for About Orchestra Reference Data Management Networks Market Positioning Customer References
- 30. Thank you. www.orchestranetworks.com/hyperion Follow us on Twitter: @orchestramdm