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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.
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About Orchestra Networks
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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)
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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.”
Recognized by leading analysts
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Large companies worldwide have selected EBX5 for their RDM / MDM requirements
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Top Oracle Hyperion users rely on EBX5 for Reference Data Management
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Managing Dimensions and Hierarchies in Oracle Hyperion EPM Suite
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A day in the finance & Accounting office...
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ERP Oracle Essbase
Hyperion Financial Management (HFM) Oracle Essbase
Hyperion Planning
Operational Systems Oracle Hyperion EPM applications
ERP
Account Company Cost center Product
Account Company Customer
Account Company code Cost center Product Customer
Multiple applications / Multiple instances
Usually created in operational systems
What are the key dimensions in your EPM apps? (also called: metadata, master data, reference data, hierarchies...)
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HFM
At corporate level
At business unit level
HFM HFM HFM
How much manual effort is spent… Managing HFM Dimensions across levels
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How much manual effort is spent… Synchronizing dimensions across Hyperion EPM applications
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HFM Essbase Planning
How much manual effort is spent… Reconciling between versions (Past, Present and Future)
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HFM
JUL
HFM
APR
HFM
JAN
HFM
OCT
HFM
JAN
Duplication of data means multiple edits between Corp/Local
Manual synchronization with planning introduces errors that are caught too late...
Supporting monthly update cycles with parallel work streams
It's more than just sharing data
Maintain consistency across all dimensions • Corporate consistency... • ... with local autonomy for business units
Avoid errors in data maintenance • Enforce validation controls / security • Avoid copy-synchronize-reconcile loops
Temporal management • Keep history, rollback to past versions • Work on future updates
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HFM Admin
Finance & Accounting Users
Essbase Admin Planning Admin
• Reduce manual maintenance of data
• Avoid errors in dimensions • Share dimensions between apps
and instances (e.g. for business units)
ERP Essbase HFM HFM Essbase ERP Essbase Planning
Key requirements: Hyperion administrators
Human Resources
Sales & Marketing
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HFM Admin
Finance & Accounting Users
Essbase Admin Planning Admin
• Manage hierarchies • Update data • Work in future versions / Impact
analysis • View history / Rollback in previous
states • Reduce manual maintenance of
data • Avoid errors in dimensions • Share dimensions between apps
and instances (e.g. for business units)
ERP Essbase HFM HFM Essbase ERP Essbase Planning
Key requirements: Finance & Accounting users
Human Resources
Sales & Marketing
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ERP Essbase HFM HFM Essbase ERP
HFM Admin
Finance & Accounting Users
Human Resources
Sales & Marketing
Essbase Admin Planning Admin
• Access hierarchies • Contribute to governance • Align with other master data
• Manage hierarchies • Update data • Work in future versions • Get history
• Reduce manual maintenance of data
• Avoid errors in dimensions • Share dimensions between apps
and instances (e.g. for business units)
Essbase Planning
Key requirements: Users across the enterprise
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ERP Essbase
HFM HFM
Essbase ERP
Essbase Planning Oracle tools?
EPMA, DRM: Requires trained Hyperion "power users". Lack of easy-to-use UI, no workflow, rudimentary version control.
How do you manage your dimensions today?
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Solution for a better management of metadata in Oracle Hyperion EPM
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ERP Essbase HFM HFM Essbase ERP
Essbase Planning
Central MDM with pre-built dimension models
Import data from any source system
(Web Services, CSV/XML files) Export dimensions
to HFM / Essbase / Planning
Import dimensions from HFM / Essbase / Planning (initial migration)
End users & EPM administrators
Browser-based User Interface Hierarchy Management & Workflow
Introducing MDM for Oracle® Hyperion EPM Suite
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HFM
Essbase
Planning
Perform the initial migration of your dimensions from EPM applications
Import your dimensions in 1 click
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Browser-based user interface with visual hierarchy management
Manage hierarchies
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Edit any field value
View and update nodes
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Maintain consistency without any duplication
Manage hierarchies at corporate and local levels
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Get full history of your data, rollback to past versions
Keep track of past versions
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Staging of your upcoming updates, comparison reports
Work on future updates
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Configure access rights for users
Set permissions at field level
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Configurable workflow for change management and approvals
Approve changes
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Export updates to your Hyperion applications
Export dimensions in 1 click
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Export your hierarchies as CSV, XML files
Export to other systems
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EBX5 MDM Software
Add-on for Oracle® Hyperion EPM
Bundled licence Restricted use to Oracle Hyperion
metadata
Configuration • 1 Production instance • 1 Lab instance
Installation • On your own Java application
server and database (Oracle, DB2, SQL Server, Posgre)
• Pre-packaged open source application server and database
Packaging and pricing
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1
2
Installation and set-up Install software, migrate EPM dimensions, configure roles & users
Manage dimensions and hierarchies Configure views, versions (past and futue), adaptation between global and local
3 Export data to EPM applications Export files, configure synchronization
4
1 to 2 weeks
Advanced governance Configure approval workflows, add permissions, business rules 5
Advanced integration Integrate with source systems via middleware (ETL, ESB..)
1 to 3 months
Implementation strategy
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Conclusion
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Benefits of a unified dimension and hierarchy management
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• 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
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www.orchestranetworks.com
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