UKOUG 2012 Metadata Management for Oracle Hyperion EPM

Metadata Management for Oracle
Hyperion EPM
Chistophe Barriolade, Orchestra Networks

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.

Page 2 OUG EPM & Hyperion Conference 2012

About Orchestra Networks


Pure player in Reference Data Management

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)


Recognized by leading analysts
Orchestra Networks is positioned by Gartner in MDM Magic
Quadrants since 2010 and featured in multidomain MDM
reports. Only MDM vendor to be ranked "good" by Gartner in
MDM for finance, human capital and product with a single
product.

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.”


Large companies worldwide have selected EBX5
for their RDM / MDM requirements


Top Oracle Hyperion users rely on EBX5 for
Reference Data Management


Managing Dimensions and Hierarchies
in Oracle Hyperion EPM Suite


A day in the finance & Accounting office...


What are the key dimensions in your EPM apps?
(also called: metadata, master data, reference data, hierarchies...)

Operational Systems Oracle Hyperion EPM applications

Hyperion
Financial
Management Hyperion
ERP (HFM) Oracle Essbase Planning
ERP Oracle Essbase

Usually created Account Account Account
in operational Company Company Company code
systems Cost center Customer Cost center
Product Product
Customer

Multiple applications / Multiple instances


How much manual effort is spent…
Managing HFM Dimensions across levels

At corporate level

HFM

At business unit
level

HFM HFM HFM


Synchronizing dimensions across Hyperion EPM applications

HFM Essbase Planning


Reconciling between versions (Past, Present and Future)

JAN APR JUL OCT JAN

HFM HFM HFM HFM HFM


It's more than just sharing data

Maintain consistency across all dimensions Duplication of data means
• orporate consistency...
C multiple edits between Corp/
• .. with local autonomy for business units
. Local

Avoid errors in data maintenance
Manual synchronization with
• nforce validation controls / security
E planning introduces errors
• void copy-synchronize-reconcile loops
A that are caught too late...

Temporal management
Supporting monthly update
• eep history, rollback to past versions
K
cycles with parallel work
• ork on future updates
W streams


Key requirements: Hyperion administrators

Sales & Marketing

Human Resources

Finance & Accounting Users

• Reduce manual maintenance of
data
HFM Admin Essbase Admin Planning Admin
• Avoid errors in dimensions
• Share dimensions between apps
ERP
ERP
HFM
HFM
Essbase
Essbase
Planning
Essbase and instances
(e.g. for business units)


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
data
ERP
ERP
HFM
HFM
Essbase
Essbase
Planning


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
data
ERP
ERP
HFM
HFM
Essbase
Essbase
Planning


How do you manage your dimensions today?

HFM
HFM

ERP Essbase
ERP Essbase

Oracle tools?
EPMA, DRM: Requires trained
Planning
Essbase

Hyperion "power users". Lack of
easy-to-use UI, no workflow,
rudimentary version control.


Solution for a better management of metadata
in Oracle Hyperion EPM


Introducing MDM for Oracle® Hyperion EPM Suite
End users & EPM
administrators

Browser-based User Interface
Hierarchy Management & Workflow

Central MDM
Import data from with pre-built Import dimensions
dimension
any source system models
from HFM /
(Web Services, Essbase /
CSV/XML files) Planning
Export dimensions
(initial migration)
to HFM /
Essbase /
Planning

ERP HFM Essbase Planning
ERP HFM Essbase Essbase


Import your dimensions in 1 click
Perform the initial migration of your dimensions from EPM applications

HFM

Essbase

Planning


Manage hierarchies
Browser-based user interface with visual hierarchy management


View and update nodes
Edit any field value


Manage hierarchies at corporate and local levels
Maintain consistency without any duplication


Keep track of past versions
Get full history of your data, rollback to past versions


Work on future updates
Staging of your upcoming updates, comparison reports


Set permissions at field level
Configure access rights for users


Approve changes
Configurable workflow for change management and approvals


Export dimensions in 1 click
Export updates to your Hyperion applications


Export to other systems
Export your hierarchies as CSV, XML files


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,
Bundled licence SQL Server, Posgre)
Restricted use to Oracle Hyperion • Pre-packaged open source
application server and database
metadata


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


Conclusion


Benefits of a unified dimension and hierarchy
management

• Adapt to global and local contexts
• React quickly
• Better manage mergers and acquisitions
• Share key reference data across finance
• Comply with standards and regulations
• Access to financial hierarchies from inside and
outside the enterprise


www.orchestranetworks.com

Follow us on Twitter: @orchestramdm


About UKOUG Contact
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tools and developments and, as an SW20 8SA
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T: +44 (0)20 8545 9670
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W: www.ukoug.org
© Copyright 2011 UKOUG

UKOUG 2012 Metadata Management for Oracle Hyperion EPM

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