Presentation covers creating a sustainable metadata process using DRM with EPM. The client, a large public utility, wanted a master data management tool to maintain all Oracle Hyperion applications. View the full presentation at the Emtec Event Archive.

1. Customer Success Story: Creating a Sustainable
Environment with HFM and DRM – KCP&L
Hyperion Performance & Business Analytics Networking Event
Russ Rogers, Emtec
May 8, 2013

2. Emtec, Inc. Proprietary All rights reserved 2013.
Presentation Agenda
2
Introduction to Emtec
Creating A Sustainable Metadata Process – Using DRM with EPM
DRM and EPM Roundtable
Questions and Answers

3. Emtec, Inc. Proprietary All rights reserved 2013.
Kansas City Power and Light – DRM and HFM
• Wanted a master data management tool to maintain all Oracle Hyperion applications.
–Standardize common metadata across all applications
–User maintained hierarchy and metadata maintenance
–Comparison tools to highlight changes and discover differences
• Selected a phased implementation approach to address different platforms
–Build Competence in the software
–Prove Capability
–Finalize Master data issue resolution
–Coincide with PeopleSoft 9.1 go-live
3

4. Emtec, Inc. Proprietary All rights reserved 2013.
KCP&L – Phased Approach Implementing DRM
• Phases of DRM Implementation
4
DRM supports
HFM (PS8.4)
DRM/HFM (PS9.1)
DRM supports Essbase (PS9.1)
DRM supports Planning (PS9.1)
HFM 11.1.2.1 Build (PS8.4) HFM (PS9.1)
PeopleSoft 9.1 Implementation
PeopleSoft9.1 Metadata
Complete
EPM (PS8.4) & (PS9.1)
Run Concurrently

5. Emtec, Inc. Proprietary All rights reserved 2013.
Application Phase 1 Accomplishments
• Phase 1: Enable DRM support of HFM (Completed 11/2012)
–Create DRM application – key requirements
• Import HFM application
– HFM application was under development. While metadata had been approved, data mapping and final UAT had not been
achieved.
– Application development within HFM
– Quick Turnaround for future new applications
– Modeling expected for PS9.1 effects
• Preserve capability to support all Oracle platforms in the arena – EPM, PS
–Export On demand
• Export complete HFM Application or Affected Dimensions
• Audit Capability
–Reporting Capabilities
• Change comparison
• Hierarchy Documentation
• Shared Members
–Phase 2 Planning for Planning and Essbase and ….
• Not a sideways glance
5

6. Emtec, Inc. Proprietary All rights reserved 2013.
Application Phase 2 Goals
• Phase 2: PS9.1 changes in HFM, Essbase support, Planning Support (in progress )
–Extensive HFM rationalization
• PS9.1 activated ICP dimension
• Rationalization and Collapse of Entity and COA
• Activation of Operating Unit
• Equity / Invest in Subs Eliminations Automation
• Data Conversion
• Six Weeks
• Will be parallel until PS9.1 go-live (7/1/13)
–Essbase Support
• Export complete HFM Application or Affected Dimensions
• Extensive number of cubes
–Planning Support
• Based on revised HFM COA
• Unique Members for planning use only
• Eccentricities of Planning and Essbase
6

7. View the full presentation at the Emtec Event Archive.
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Performance Management &
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