1. Implementing Hyperion EPM/BI as a System,
Delivering on World-Class Analytics
Chad MacKendrick – Vice President, Business Development
Mike Killeen – Vice President, Technology
Chris Barbieri – Vice President, Consolidation Services
Ryan Meester – Practice Director, Strategic Planning
Tony Scalese – Practice Director, Integration Services
Date: Tuesday June 25, 2013

2. Agenda
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►
EPM/BI Overview
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Panel: Key Considerations in EPM/BI System Delivery
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2
Edgewater Ranzal Overview
Closing & General Q&A

3. Edgewater Ranzal Differentiators
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EPM & BI Experience & Success
–
1,500+ Oracle EPM & BI projects delivered in the past 15 years
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100% Focus on Oracle/Hyperion EPM - Oracle Platinum Partner
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Breadth of EPM & BI Offerings
–
Multi-Product Expertise – The Right Tool for the Right Job
•
►
Only company with internal experts in ALL EPM products (Planning, HFM, FDM, HSF, Essbase, HPCM)
Value Added Service Offerings
–
–
–
Technical Support – Remote Help Desk, Lev 1 Support, Patch release Support
Performance Lab – Version analysis, new functionality testing
Exalytics – Installation, Configuration & Benchmarking Services
►
3 Ranzal ACE Members Across EPM Platform (HFM, Planning, & FDM)
►
Co-Development Efforts with Oracle
•
•
•
►
3
Workforce Planning
Balance Sheet Planning
ERPi/FDMEE
•
•
•
Capital Asset Planning
Disclosure Management
Financial Close Manager
•
•
•
HSF
EPMA
HPCM
Customer Advisory Boards, Beta Testing, Certification Development

4. We Offer a Full Spectrum of EPM/BI Services
Scorecards & Dashboards, Mobile Delivery,
Prepackaged Analytical Applications (OBIA), BI Foundation (OBIEE/Essbase),
Financial Analytics , Operational Analytics, What-If Analysis,
Query & Analysis, Reporting & Publishing, Visual Exploration
Financial performance,
Legal, Segment & Mgmt Reporting, Financial
Close, HFM Optimization,
Chris Barbieri
Performance Lab, SOX Compliance Support
Project Financial Planning
Enterprise
Planning
Consolidation
Installation, Upgrades,
Migration, System
Monitoring, Backup and
Recovery, Disaster Recovery,
Load Testing, Hardware Sizing,
Exalytics Benchmarking
Profitability &
Cost Mgmt
Infrastructure
ERP Integration, Financial Data
Tony Scalese
Management, Data Warehousing,
Master Data Management & DRM,
ETL Services, Automation
Strategic Finance (HSF)
Mike Killeen & & Modeling,
Planning, Budgeting, Forecasting,
Ryan MeesterCapital Planning,
Workforce Planning,
Business
Intelligence
Integration
Services
Project
Management
Training &
Support
Key Teach Course Delivery: Planning, Essbase, Financial
Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEE
Custom Training Delivery: Process & Reporting
HPCM Standard & Detailed
Models, Waterfall Allocations,
Shared Service Charges, Activity
Based Costing, Customer, Product,
Segment & LOB Profitability
Project/Program Mgmt, EPM Road Maps,
Application Reviews, Business
Requirements, Process Change,
Documentation
Support Services – Infrastructure &
Application Support Contracts

5. Why Enterprise Performance Mgmt (EPM)?
Doing Fine
Call Me
recognize
react

6. Developing an EPM/BI Platform
DATA
IT DRIVEN
• Voluminous Amts of Data
• Limited User Adoption
• Lacks Complex Bus Logic
• Effort to Tune for Performance
Data
Warehouse
Dashboard/
Scorecard
INFORMATION
BUSINESS DRIVEN
• Strategy Focused
• Higher Maintenance
• May Not Scale
• Possible Data Quality Issues

7. EPM/BI is a journey, not a destination
DATA
Pervasive
EPM/BI
Data
Warehouse
Profitability
Mgmt &
Analytics
• Strategy Focused
• Supports Business Logic
• Multi-User Access
• Sound Data Quality
• Scales for Data
• Scales for Users
• Low Maintenance
• FAST Performance
Enterprise
Planning
Consolidation
&
Reporting
MEETS BUSINESS
AND IT NEEDS
Dashboard/
Scorecard
INFORMATION

8. Oracle EPM and BI Architecture

9. Audience Polling Question - #1
Who is using 3 or more of the product groups below?
1.
EPM Packaged Applications
1.
2.
3.
4.
2.
BI Technology and Applications
1.
2.
9
Financial Close Suite (HFM, FCM/ARM, DM, FM Analytics, Tax Provisioning, FM Analytics)
Planning Modules (Planning, Workforce, Capital, PFP, Public Sector)
Strategic Finance and/or Crystal Ball
Profitability & Cost Management (Standard Models, Detailed Models)
Stand Alone Essbase
OBIEE or BI Foundation (OBIEE/Essbase/Scorecarding)

10. Audience Polling Question - #2
Who has users that work with 3 or more of the reporting products below?
1.
Oracle Strategic EPM Reporting Tools
1.
2.
2.
Oracle Strategic BI Reporting Tools
1.
2.
3.
4.
3.
10
Scorecard and Strategy Maps
Answers or Answers+
Interactive Dashboards
BI Publisher
Legacy Oracle Reporting Tools
1.
2.
3.
4.
5.
4.
Financial Reports
Smart View for Office
Essbase Excel Add-In
Web Analysis
Interactive Reporting/Intelligence/Brio
Production Reporting/SQR
Discoverer
3rd Party Tools

11. BI Foundation: Oracle Strategic Reporting Tools
Best Fit Recommendations Future State
Scorecards
Interactive
Dashboards
Query &
Analysis
BI Foundation Suite
Transactional
EPM
Pixel Perfect
Reporting
Financial
Statements
BI Foundation Suite
EPM
Relational
Business
Intelligence
Essbase &
OBIEE
EPM
11
Office
Integration
Apps (HFM,
Planning, etc)
Scorecard &
Strategy
Mgmt
BI Publisher
Interactive
Dashboards
Answers
Smart View
for
Office
Hyperion
Financial
Reporting
HFM Essbase Analytics Link
Oracle
Scorecard
Web
Discoverer
Analysis
XBRL
Psft
Scorecard
SQR
Rxi
Production
Reporting Oracle
Reports
FSG

12. Audience Polling Question - #3 (and Final)
How many of you are using 2 or more of the integration methods below?
1.
FDM
2.
ERPi or FDMEE
3.
Essbase Application Link (EAL)
4.
EPMA
5.
Essbase Objects – Rules, Report Scripts, MDX Scripts, CDFs
6.
Oracle Data Integrator (ODI)
7.
3rd Party ETL and EAI Tools (e.g. Informatica, SSIS, HAL/Vignette)
8.
Custom SQL and/or Custom Code
9.
Manual Spreadsheets
12

13. A lot of Moving Pieces!
13

14. Key Design Considerations in EPM/BI Implementations
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Infrastructure Configuration
►
Alignment of Applications with Business Process
►
Definition & Management of Reference Data
– Master Data & Maps
– Rules & KPIs
►
Data Integration Approaches
►
System Security Definition and Management
►
Reporting Source & Tool
►
Change Management and Governance Needs
14

15. Summary: EPM/BI Design Leading Practices
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Devise a Proper Infrastructure Plan
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Use each tool for what it is best at
–
–
–
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Driver based modeling, what if analysis, complex allocations – Planning
Corporate Consolidations, Eliminations, Journals – HFM
High-Level target setting, BS / CF modeling, valuation - HSF
Leverage Common Metadata
–
–
Share Dimensions that Change Frequently over Time
Standardize Dimensions that are Static
►
Share base data that is resident in FDM
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Do not duplicate consolidation logic in Planning - Consolidate Actual, Budget & Forecast in HFM
►
Currency Conversion in Planning, HFM & HSF
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External Reporting out of HFM
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Provide a centralized Essbase cube for Management Reporting
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Sharing Data
–
–
–
–
15
Move data from HFM to Essbase using Extended Analytics, EAL, or EPMA Data Synch
Move data from Essbase to HFM using Essbase Export, and Load Routine into HFM or Data Synch
Move data from Essbase / HFM to HSF using FDM or direct integration with HSF Client
Move data from HSF to Essbase using “auto push to Essbase” feature with direct integration from HSF client