The Value of Oracle Hyperion Data
Relationship Management at Alberta
Health Services
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� Stu Fowler – Alberta Health Services
� Brian Healey – Edgewater Ranzal
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Purpose/Agenda
� Purpose: Present how AHS is implementing DRM to provide a single
source of hierarchical structure to its business and reporting schemas
� Agenda
�Stu Fowler
�The business drivers that propelled AHS to implement DRM
�Some of the business challenges along the way
�Brian Healey�Brian Healey
�How to use Oracle Hyperion Data Relationship Management for
a single version of truth for company hierarchies.
�Discover how Oracle Hyperion Data Relationship Management
serves as a solution across the enterprise.
�Get best practices for implementing Oracle Hyperion Data
Relationship Management for maximum results.
�Questions
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Map of Alberta
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This is AHS
Announced: May 2008
Created: April 2009
Budget: $ 13 Billion
People: 117,000
Operational Structure: In addition to
North Zone
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Operational Structure: In addition to Alberta Health Services, there are a few subsidiaries plus one additional service provider:
Calgary Lab Services
Capital Care
Care West
Covenant Health
Central Zone
Calgary
ZoneSouth
Zone
Edmonton
Zone
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History of AHS
Regional Health Authorities:
1.Chinook Health
2.Palliser Health
3.Calgary Health
4.David Thompson Health
5.East Central Health
6.Capital Health
7.Aspen Health
Health Regions - prior to April 1, 2009
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7.Aspen Health
8.Peace Country Health
9.Northern Lights Health
Additional Entities:
•Alberta Cancer Board
•Alberta Alcohol and Drug Abuse
Commission
•Alberta Mental Health Board
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The Challenge
Complexity:
AHS
Former Health Entities
Processes, policies, practices,
Normal Merger/Acquisition:
BA +
AHS Approach:
�Few systems, processes, policies, practices, disciplines and measurement
capabilities that could scale and support AHS needs
�Mergers are predominantly one organization merging with another.
�It is exponentially more complex to merge 12 entities simultaneously.
AHSProcesses, policies, practices,
disciplines, measurement,
governance systems not
completely available from any of
the prior entities.
AB
Processes, policies, practices,
disciplines, measurement,
governance systems provided by
‘A’
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The Challenge (cont)
� No Integrated Planning Process
� Alignment between the processes is manual and offline
� Critical KPI’s not aligned between the different systems
� No Actual Data to Support Detailed Variance Analysis
Planning Process Limitations
� No Actual Data to Support Detailed Variance Analysis
� Key Metrics and Drivers not Available Systemically – Example - Setting Targets
around Productivity without insight into Actual results
� Without access to these key data points, it is very difficult to ascertain trends
and accurately forecast.
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Implementations
Timeline:
Merger
Announcement
May 8, 2008
Oracle 12.1.1
Implementation
February 2011
Hyperion
Implementation
April 2012
Oracle 12.1.3
Upgrade
December 2012
PeopleSoft
Calgary Zone
June 2011
PeopleSoft
North Zone
March 2013
DRM
Implementation
September 2012
Legal
Entity
April 1, 2009
OBIEE 10g
Implementation
March 2011
PeopleSoft
Edmonton Zone
October 2011
PeopleSoft
Central Zone
July 2012
PeopleSoft
South Zone
December 2012
OBIEE 11g
Upgrade
January 2013
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The Decision for DRM
� Oracle Open World 2010 - Implementing eBusiness Suite
� No consolidated Hierarchy
� GL data coming together but reporting mechanisms missing
� eBusiness Suite vs. OBIAW
� Issues around alignment
� Issues around inheritance
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� Issues around inheritance
� Manual processes provide tremendous opportunity for mistakes
and variance
� Maintenancee nightmare
� Opportunity to discuss our problems with industry leaders
� DRM provides the mechanism we need
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Hierarchy Change Stats
eBusiness Suite Hierarchy Change Request Status
As of October 28, 2011
Service Type Sum of Completed
1-Add Position with Delegation of Financial Authority (BAS – Business Advisory Services) 1,145
Fluid organization with high degree of ongoing change
2-Add Requisitioner (BAS) 1,135
3-Change Position Data (BAS) 1,063
4-Change Employee Data (HR) 1,229
5-Requests from BAS 85,060
6-Investigated Issues 1,461
7-DOFA Exceptions (BAS) 490
Grand Total 91,583
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Current State
� Multiple Systems
� Multiple Integrations
� Multiple versions of the truth
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OrganizationData Governance Roles
Advise in implementation of
policiesData Owners▪ Owns Master Data
▪ Approves data definitions &
standards specification
▪ Authorize access to
information
▪ Reside in business
Enterprise Data Governance Council
Data Stewards▪ Define policies
▪ Advise in implementation of
policies
▪ Plan information requirements
▪ Ensure control of information
▪ Coordinate delivery efforts
Cooperatively determine data requirements
The data governance framework is supported by leadership and the four core data governance roles,
combining both the Business and IT to ensure that the policies, procedures and standards are met.
Communicate policies and seeks
improvement
Work together toward the delivery of
information
Share information about applications and
technology
Communicate information definition and seeks improvement ideas
▪ Reside in business ▪ Coordinate delivery efforts
▪ Reside in business
Data Custodians▪ Capture, store, retain,
and dispose of information
per owner requirements
▪ Design technical infrastructure
to meet requirements
▪ Ensure security of information
▪ Reside in IT / business
Data Users▪ Select the best information
source
▪ Understand the information
accessed
▪ Comply with information
management policies
▪ Create data extract to meet
specific needs
▪ Reside in business
data requirements
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Governance ModelOrganization
Governance Groups
Master Data Entities
EmployeePosition & Position
RelationshipsItems Supplier COA ….
Finance Member Owner Member Owner Owner
CPSM Member Member Owner Member Member
HR Owner Member Informed Informed Member
The following table shows the scope of each initiative, based on a tentative composition of the Enterprise
Data Governance Council.
HR Owner
IT Member Member Member Member Member
▪ Owner – Primary data owner responsible for leading the governance of a particular data entity, also
serves on the Enterprise Data Governance Council
▪ Member – Data or attribute owner who participates whenever changes to data or attributes are
required
▪ Informed – Made aware of changes to subject area and provide feedback on the impact of changes
Hierarchies Assessment
and Governance Project
The CPSM/Finance Data
Governance projectOut of Scope
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Data Governance
The following framework defines the data governance capabilities required to implement
Technology supports common
information exchange solutions
, workflow and business rules
functionality and user
presentation/ portal to enable
Data
Architecture
Organization
Organization, chartered with
administering information
management activities,
provides a responsible
network of dedicated and/or
virtual resources to deliver
information management &
governance capabilities
Policy refers to
information
Data Architecture includes
enterprise data standards, a
business information model,
metadata dictionary and
security & privacy
presentation/ portal to enable
the enforcement and
adherence to common data
standards
Tools &
Technology
Processes &
PracticesGovernance
Metrics
Policies,
Principles &
Standards
Data
Governance
Framework
Driven
by business
value
information
management
guidelines and
principles for enforcing
data standards, and
data governance
processesProcess & Practices establishes
guiding principles outlining how
data governance policies,
processes, standards, are
created, modified and
implemented, enabling
accurate data to be leveraged
across the enterprise
Governance Metrics
establishes measures for
monitoring information
management performance
and actions to continuously
improve enterprise data
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Road Map
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High Level Design
Oracle Business
Intelligence and
Data Warehouse
(aka MR)
Oracle Hyperion
Data Relationship
Management
Oracle Hyperion
Planning
(aka Budget/
Planning)
Accountability
HierarchyAccountability
Hierarchy
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Oracle eBusiness
Suite R12.1.1
(aka P2P)
PeopleSoft v8.8
(aka ePeople)
Management
Position
Employee
COA
Position
Hierarchies
•Accountability
•Authority
Accountability
Hierarchy
Authority
Hierarchy
Supplier
Items
Hub and Spoke Model
EmployeePosition
COA
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Intakes/Outputs Detail
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Design Considerations
�PeopleSoft vs. Other HR systems
�Automated feeds vs. Spreadsheets
�Hierarchy Reconciliation
�Position and Employee Number Reconciliation
�Continuing PeopleSoft Conversions
�Working Title – eBusiness vs. PeopleSoft
�DOFA – Delegation of Financial Authority
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�DOFA – Delegation of Financial Authority
�Dual Responsibility
�Siblings
�APIs: Position, Employee, Approval Group
�DIs - Dynamic Inserts
�Management Reporting Overrides
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Three Objectives
� Objectives of DRM Session
�How to use Oracle Hyperion Data Relationship
Management for a single version of truth for
company hierarchies.company hierarchies.
�Discover how Oracle Hyperion Data Relationship Management
serves as a solution across the enterprise.
�Get best practices for implementing Oracle Hyperion Data
Relationship Management for maximum results.
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About Ranzal
� Founded in 1996, Ranzal has implemented Oracle / Hyperion solutions for over 700 companies (1,000+ projects)
� One of the largest Hyperion practices in the U.S. with global presence
� Oracle / Hyperion Platinum Partner - highest status for an EPM-only partner
� Vertical expertise with high-profile clients from coast to coast
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� Vertical expertise with high-profile clients from coast to coast
� Cover all requirements from pre-implementation process design through infrastructure and training
� ONLY “One Stop Shop” for ALL EPM implementation needsProperty of Edgewater Ranzal
One Version of Truth� Data Governance
� Data Ownership
� Timing and Scope
� Collapse separate structures into a single maintenance structure
� Positions
� Employees
� Accounts
� Responsibility
� Authority
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� Streamline change management – one place to make changes, one structure to update
� Created 1 hierarchy from
� Multiple systems
� Multiple versions and subsets of this hierarchy
� Immediate feedback to business users to enforce system constraints, business rules
� Validations
� Publish changes for each specific consuming system as needed, when needed
� Read-only user
� Exports and queries
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Proposed Solution
� AHS has purchased the Oracle Hyperion product suite that contains Oracle’s Data
Relationship Management (DRM) module.
� DRM is the solution that builds consistency, integrity and accuracy within master
data assets despite endless changes within the underlying transactional and
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data assets despite endless changes within the underlying transactional and
analytical systems.
� Specifically, the DRM provides a data model-agnostic master data management
solution built to enable financial and analytical master data management in
dynamic, fast-changing business environments.Property of Edgewater Ranzal
Data Governance
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Data Flows
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Oracle Business
Intelligence and Data
Warehouse (aka MR)
Oracle Hyperion Data
Relationship
Oracle Hyperion Planning
(aka Budget/ Planning)
Accountability
HierarchyAccountability
Hierarchy
Hub and Spoke Model
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Oracle eBusiness Suite
R12.1.1
(aka P2P)
PeopleSoft v8.8 (aka
ePeople)
Relationship
Management
Position
Employee
COA
Position
Hierarchies
•Accountability
•Authority
Accountability
Hierarchy
Authority
Hierarchy
Supplier
Items
EmployeePosition
COA
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Regions
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Solution
Position
Employee
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Employee
Functional Centre
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Across the Enterprise
� Objectives of DRM Session
�How to use Oracle Hyperion Data Relationship Management for a
single version of truth for company hierarchies.
�Discover how Oracle Hyperion Data �Discover how Oracle Hyperion Data
Relationship Management serves as a
solution across the enterprise.
�Get best practices for implementing Oracle Hyperion Data
Relationship Management for maximum results.
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Expected Benefits
�Single trusted source of information
�Reduction in manual maintenance effort
�Higher data integrity (less errors)
� Increased transparency of processes
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� Increased transparency of processes
�Better decision-making
�Reduced operational friction
�Standard, repeatable processes
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Statistics
P2P Hierarchy Change Request Status
As of October 28,
2011
Service Type Sum of Completed
1-Add Position with Delegation of Financial Authority
(BAS) 1,145
2-Add Requisitioner (BAS) 1,1352-Add Requisitioner (BAS) 1,135
3-Change Position Data (BAS) 1,063
4-Change Employee Data (HR) 1,229
5-Requests from BAS 85,060
6-Investigated Issues 1,461
7-DOFA Exceptions (BAS) 490
Grand Total 91,583
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Across the Enterprise
�DRM ensures that hierarchies and classifications are aligned
across the enterprise.
�Reports and totals agree across all systems.
�Dramatic reduction in reconciliation efforts.�Dramatic reduction in reconciliation efforts.
�Confidence with business users.
�Agreement among users from different business, units and
operating, functions.
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Best Practices
� Objectives of DRM Session
�How to use Oracle Hyperion Data Relationship Management for a
single version of truth for company hierarchies.
�Discover how Oracle Hyperion Data Relationship Management �Discover how Oracle Hyperion Data Relationship Management
serves as a solution across the enterprise.
�Get best practices for implementing Oracle
Hyperion Data Relationship Management for
maximum results.
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Products– DRM Features
� Key Features to focus on:
�Custom rules and validations
�Configurable exports
�Granular security�Granular security
�Read Only User 11.1.2.1+
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Hierarchies
� Get best practices for implementing Oracle Hyperion Data Relationship Management for maximum
results.
� Hierarchies:
� Tree Structure vs. Warehouse
� Alternate Hierarchies
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Properties
� Get best practices for implementing Oracle Hyperion Data Relationship Management for
maximum results.
� Properties
� Challenges and solutions
� Types, Functions, examples
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Exports
� Get best practices for implementing Oracle Hyperion Data Relationship Management for maximum
results.
� Exports: Varieties, challenges and solutions
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Audit
� Get best practices for implementing Oracle
Hyperion Data Relationship Management
for maximum results.
� Leverage product functionality
� Security
� Read-only
� Granular
� Audit
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Best Practices: Re-use
� Get best practices for implementing Oracle Hyperion Data Relationship Management for
maximum results.
� Re-use Objects
� Alternate Hierarchies
� Property Categories
� Ex: BAS manager categories
� Properties� Properties
� SYS_ properties reused
� Prefixes
� Queries
� Re-use for common elements
� Exports
� System Export, filter
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DRM Benefits
� Single Version
� Enables organizations to Generate trustworthy insight with high quality master data.
� Build consistency based on governance standards.
� Across the Enterprise
� Improve TCO with streamlined data maintenance.
� Manage change of business master data across enterprise applications.� Manage change of business master data across enterprise applications.
� Consolidate and rationalize structures across source systems.
� Conform dimensions and validate integrity of attributes and relationships.
� Synchronize alternate business views with corporate hierarchies.
� Best Practices
� Product Features, Leverage, and Re-use.
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Questions?
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Enables organizations to …
Contact Information:
Brian Healey
Principal
Ranzal
Enables organizations to …
Contact Information:
Stu Fowler
Systems Architect
AHS Ranzal
www.ranzal.com
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AHS
http://www.albertahealthservices.ca
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