Presented to:
Date:
CLOUD CURIOUS
Atlanta OAUG
August 28, 2015
Moving From On-Premise to Hyperion Planning on the Cloud
and Cloud Narrative Reporting
Atlanta OAUG 2015: Cloud Curious
Agenda
3
PBCS
Migrating from On Premise to PBCS
Roadmap
Introduction
EPRCS
Introduction
Introduction
Conclusion
Roadmap
Atlanta OAUG 2015: Cloud Curious
Oracle Platinum Partner
Focus on EPM
Installation / Hosting
Methodology
CheckPoint Consulting
5
Atlanta OAUG 2015: Cloud Curious
Oracle/Hyperion EPM Background
Have implemented Hyperion products for 15 years
Certified on Planning and Essbase
Finance Background
Accounting/Financial management at Princess Cruises 10 yrs
MBA in Finance, CPA (Inactive), BS in Economics
User Group Participation
Former Pres. of ODTUG Hyperion SIG (BOD member 2012-14)
Planning Track Lead for KScope14 (Committee member
Kscope13-15)
Graduate of ODTUG Leadership Program
Speaker at many ODTUG and OAUG user conferences
Member of SROAUG BOD for 6 years
Deanna Sunde
Practice Leader, Planning, Forecasting and Business Analytics
6
Atlanta OAUG 2015: Cloud Curious
Support costs…
Down times…
Lack of agility…
Lagging data…
Pain Points
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Atlanta OAUG 2015: Cloud Curious
• Intuitive role based interface,
mobile ready
• Virtually zero training with
built-in starter kits and online
tutorials
• Create once consume on Web,
Mobile and MS Office
• Application diagnostics with
governors to simplify
administration
Fast Adoption
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Atlanta OAUG 2015: Cloud Curious
• Intuitive web interface with full
MS Office integration
• Built-in management reporting
capabilities
• Extensive spreadsheet
integration for efficient data
entry and set up
• Flexible workflow and plan
management capabilities
• Out of the box support for best
practices such as rolling
forecast, multi-currency
First in Class Functionality
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Atlanta OAUG 2015: Cloud Curious
• Integrate data from Oracle and
other ERP systems
• Move easily across on premises
and cloud models
• Leverage existing IT
investments
Flexible Deployment
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Atlanta OAUG 2015: Cloud Curious
• Best Practices built-in
• Configurable
• Automatically upgraded by
Oracle
• Out of the box content
• Drivers & KPI’s
• Calculations
• Forms
• Reports
• Dashboards
Best Practice Planning Content Out-of-the-Box
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Atlanta OAUG 2015: Cloud Curious
• How many applications will be migrated to PBCS?• Each PBCS application may have multiple databases (including ASO) and still maintain
performance
• If more than one application, may require more than one PBCS instance
• Do these applications interact with HFM/Essbase applications?
• Number of forms
• Number of business rules• BR’s must be migrated to Calc Manager
• Number of calc scripts
• Metadata load process• PBCS does not support EPMA (yet)
• Bat/maxl• Review what they are doing and how they would be done in PBCS
• Scripts cannot reference network objects
• There is no EAS in PBCS
• Number of FR reports
• Drill through?
• BI?
Scoping
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Atlanta OAUG 2015: Cloud Curious
• Version
• PBCS starts at version 11.1.2.4
• Applications must be migrated/upgraded prior to uploading to PBCS
• Migrate from BR to Calc Manager (if not already done)
• Cleanup your apps prior to uploading to PBCS
• HIGHLY RECOMMENDED
• Forms, BR’s, calcs, security
• LCM
• May be used to export from on premise and load into PBCS
Migrating from On Premise to PBCS
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Atlanta OAUG 2015: Cloud Curious
• Business Rules are used in implementations prior to
version 11.1.1.3
• From version 11.1.1.3 through 11.1.2.1 either Business
Rules or Calculation Manager rules may be used with
Planning Classic application
• Business Rules or Calculation Manager is selected when
the Planning application is created
• As of version 11.1.2.2 the only option is Calculation
Manager
Calc Manager
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Atlanta OAUG 2015: Cloud Curious
Business Rules vs Calc Manager
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Business Rules Calculation Manager
Accessed through EAS Accessed through Workspace
Business Rule
At db level (multiple apps/dbs)
Rule
At db level (one app one db)
Variables
Global
Local to the Rule
Variables
Global
Application level
Plan Type level
Local to the Rule
Macro Template
At database level
Sequence
At server level
Can include multiple applications
Can include Essbase applications
Rule Set
At application level
Cannot include multiple applications
Cannot include Essbase applications
Project Folder structure in Planning
Project folders
Atlanta OAUG 2015: Cloud Curious
• Addresses internal and external reporting requirements
• Narrative based management reporting and external disclosures in
one solution
• Complete: authoring, collaboration, commentary and delivery
• Secure: role-based, auditable access on desktop and mobile
devices
• Enterprise Grade: security, high availability, scalability
• Fully managed: patched, backed up, upgraded by Oracle
• Owner, author and approvers
• Check-out, check-in process by “doclet”
• Microsoft Word output (PowerPoint in near future)
• Multi-dimensional engine to (optionally) store data in the cloud
for Report Packages and powerful analytics with Smart View
Enterprise Performance Reporting Cloud Services (EPRC)
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Atlanta OAUG 2015: Cloud Curious
• Internal monthly/quarterly business performance review
documents
• Board books
• Business briefing documents
• Business unit or divisional performance review documents
• External annual/quarterly reports
• Stockholders
• Regulatory agencies
• Sustainability i.e. carbon footprint reporting for internal or
external reporting purposes
Use Case Examples
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Atlanta OAUG 2015: Cloud Curious
• Project updates
• Capital projects
• Contracts
• Long term initiatives
• Any published document that:
• Is part of a regular process cadence (weekly, quarterly, annually)
• Incorporates data from enterprise systems
• Includes narrative commentary in addition to numbers and charts
• Narrative commentary needs to be authored by multiple people in
collaboration
Use Case Examples (cont.)
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Deanna Sunde
Practice Leader, Planning, Forecasting and Business Analytics
818.602.6052
www.checkpointllc.com
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