The document provides an overview and recommendations for a successful Hyperion Planning implementation. It discusses key project phases, recommended build techniques including application definition, dimensionality, master data integration, building the planning model, and form and calculation development. It also covers tips for planning design including delineating plan types, defining dimensionality, integrating master data from various sources, and best practices for building forms to ensure performance.
This document describes Hyperion Planning, a software for budgeting and forecasting that addresses problems with previous Excel-based processes. It offers a multi-dimensional data structure, web and Excel access, security setup by region/account, and allows for bottom-up/top-down budgeting and plan vs actual analysis. The new system integrates data from ERP and other sources using an integration layer and Essbase, and provides reporting, forms, and analysis through a web interface.
Oracle Hyperion Planning Best PracticesIssam Hejazin
This document discusses key considerations for a successful Hyperion Planning implementation. It covers important project phases like analyze/design, build, test, and rollout. It recommends building techniques such as application definition, delineating plan types, defining dimensionality, integrating metadata and data, building forms, developing calculations, and defining process flow and security. Critical success factors include clearly defined goals, stakeholder participation, finance and IT involvement, thorough testing, and consistent project management.
The document introduces Oracle Hyperion Planning and its suite of Oracle planning products, highlighting how it improves the planning process by shortening cycles, improving predictability, and leveraging intellectual capital. It provides an overview of Hyperion Planning and its modules for financial, workforce, capital asset, and operational planning, as well as its integration capabilities. Contact information is given for Finit Solutions, an Oracle partner that can provide expertise on Oracle/Hyperion products.
The document discusses Hyperion's product suite which includes tools for business intelligence, planning, performance management, and data management. It provides an overview of Essbase, a multidimensional database that allows users to analyze business data from multiple perspectives and levels. Key concepts covered include multidimensional data modeling, OLAP operations for analyzing data (e.g. drill-down, drill-up, slice and dice), and comparing multi-dimensional and relational database approaches.
This document contains a preliminary requirements gathering and scoping questionnaire for implementing a Hyperion Planning process to manage and control business costs. It includes questions in several areas to understand organizational setup, charts of accounts, data integration, performance management processes, planning/budgeting/forecasting, consolidation issues, and financial reporting/analytics. The goal is to determine critical success factors and gather information to create an effective requirements document for the project.
This document discusses taking source filters in Oracle's Financial Data Management Enterprise Edition (FDMEE) to the next level. It presents two case studies of customizing source filters: 1) For a Universal Data Adapter extracting from SQL, dynamically setting a filter parameter value to include all entities in a division. 2) For an HFM extract, dynamically setting dimension filters based on a user attribute value. The document explains how to build custom filter values in a BefImport script and update the parameter value at runtime to make it dynamic rather than static. This allows more flexible filtering than the out-of-the-box capabilities in FDMEE.
The document discusses how to implement a FOX (Formula extension) in SAP BW Integrated Planning. It provides steps to create a planning function using FOX including creating an infoprovider, aggregation level, filter, and FOX code. It also describes how to debug the FOX code and use the planning function in a front-end report. Key aspects covered include the different types of FOX program elements and their uses.
I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use...Alithya
Profitability is a major indicator of business performance. Unfortunately, the typical financial system manages expenses and revenues from different perspectives. As a result, finance teams often rely on large, complex allocation models (sometimes “black box” systems) to provide management with the strategic P&Ls by geographical area, business unit, product, segment, and more—all in an attempt to pivot from “what it is,” to “what it’s for.” Regardless of industry, company size, or function, more strategic insight into underlying cost structures and their impact on profitability is necessary.
Oracle Hyperion Profitability and Cost Management Cloud Service (PCMCS) is a performance management application that introduces a world of possibilities for organizations to enhance financial data generated through their general ledgers and EPM systems into meaningful, accurate, and consumable information. Unlike traditional profitability systems, which require a large investment in both infrastructure and related technical overhead, PCMCS allows business users to easily create and manage their profitability systems with unparalleled speed and efficiency, supporting numerous use cases in both the financial close and management reporting domains, including IT financial management, operational transfer pricing, expense allocations, fully allocated P&L, strategic P&Ls, and operational profitability.
Attend this session to learn how PCMCS is an effective solution with benefits for every industry—one that empowers business users to gain insight into hidden profit and cost across key business dimensions. The presentation provides an overview of business needs using a perspective around corporate and shared service allocations. You’ll also gain insight into the PCMCS solution capabilities and functionality, including a comparison to other EPM tools, and we’ll share specific use cases.
EPBCS - A New Approach to Planning ImplementationsJoseph Alaimo Jr
This document discusses Edgewater Ranzal's featured sessions at an upcoming tech day on integrated business analytics using Oracle EPM, BI, and big data technologies. It will include sessions on enterprise planning and budgeting cloud service (EPBCS), profitability and cost management, and IT service costing. The document provides an overview of Edgewater Ranzal and their services, capabilities, and methodology across Oracle's EPM, BI, and big data platforms. It also discusses demonstrations of the EPBCS, including configurations for projects, workforce, capital, and financials business processes.
The document discusses the key dimensions in Oracle Financial Consolidation and Close Cloud (FCCS) that provide the structure for financial consolidation and reporting. The dimensions include Account, Period, Data Source, Currency, Entity, Consolidation, Intercompany, Movement, Scenario, Year, and View. Each dimension represents an important aspect of the consolidation process and allows FCCS to track financial data at different levels for reporting and analysis.
3. Key aspects of creating a planning application covered include setting the data source, application name, shared services project, and instance; defining properties like currency, calendar, and plan types; building out dimensions like Account, Entity, Period,
Beginning Calculation Manager for Essbase and Hyperion Planning Alithya
This presentation will introduce the attendee to Calculation Manager. Calculation Manager is the new tool to create business rules and business rule sets to run against Hyperion Planning and Oracle Essbase. By attending the presentation, the attendee will learn about differences between Calculation Manager and Hyperion Business Rules, as well as see a live demo of the tool to develop and deploy business rules to a Hyperion Planning application.
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One of the great things about Essbase and Hyperion Planning is how you can design and configure them to fit virtually any analytic reporting need your business has. Well, the same goes for data movement into and within these tools. For our upcoming webinar we will explore several creative options around moving data for Planning and Essbase. We will review Hyperion Planning's "Map to Reporting Application", EPMA's Data Synchronization, FDM, XREF, XWRITE, Partitions, native Load Rules, HFM's Extended Analytics, EAL, and a few other options for Hyperion Planning and Essbase. We will then further explore moving data between other applications and other products like HFM and various reporting solutions. During this webinar you will see several methods demonstrated including:
Planning's Map to Reporting
DATAEXPORT
Load Rules
Partitions
If you have ever thought about using a data movement feature just because it is available we will take a look into why this may not always be the best choice.
Presenter: Cindy Eichner
In this tutorial we are providing a step by step guide on how to create a Oracle Hyperion Planning data forms (both simple and composite).
This guide is presented to you by epmvirtual.com
More and more, Organizations are considering off-premise hosting and cloud solutions for enterprise solutions. Other Organizations have strict policies to ensure critical and sensitive corporate systems stay within internal walls. This sessions explores what options are available for EPM solutions, including Oracle’s newly announced Planning and Budgeting on the Cloud Service.
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
This document provides an overview of FDMEE (Financial Data Quality Management, Enterprise Edition) capabilities presented by Tony Scalese from Edgewater Ranzal. The summary includes:
FDMEE has evolved over the past 20 years from its origins as Upstream to support more flexible data integration, transformations, and analytics capabilities compared to prior versions. FDMEE supports capabilities like parallel processing, calculation scripts, batch automation, and scheduling to improve performance. It can directly integrate data from sources like ERPs and perform transformations.
1. The document discusses various Calc code techniques including rolling forecasts, transposing data, block creation, forecasting with S-curves, cross-cube calculations with @XREF, date calculations, and data export.
2. Specific functions and techniques covered include @AVGRANGE, @CURRMBRRANGE, @XREF, @CREATEBLOCK, and DATAEXPORT for exporting data to files or databases.
3. Examples are provided to illustrate how to implement rolling averages, transpose data between dimensions, create blocks for sparse members, forecast with S-curves, reference data in other cubes, and export results.
This document provides steps to extract metadata and build hierarchies from Hyperion Planning using Oracle Data Integrator (ODI). It describes how to connect ODI to Hyperion Planning, reverse engineer the Planning metadata into ODI, and load dimension data from flat files into Planning dimensions using ODI interfaces. The document is intended to guide users through setting up the required ODI objects, mappings, and executions to integrate data between flat files and Hyperion Planning dimensions.
The document outlines an agenda for implementing a Skyward ERP system, including an overview of Skyward offerings, benefits of a typical implementation project, the proposed scope and methodology for the client's implementation, and the roles of the project team in carrying out key stages of preparation, blue printing, realization, and go-live support.
What You Need to Know Before Upgrading SharePoint 2010Perficient, Inc.
This document provides guidance on upgrading from SharePoint 2010. It recommends learning about SharePoint's features and improvements, building a business case, developing a roadmap, establishing governance, carefully planning and testing the implementation, validating the results, and evolving the system over time. Key steps include identifying customizations, preparing the environment, minimizing downtime during the upgrade, monitoring progress, and assessing the deployment. Success requires commitment from management and allowing flexibility for collaboration on the roadmap.
Nailing It Down: Detailed Design to Preserve the UX Visionjsokohl
Here are the key details for this page:
- Header displays reservation details like dates, room type, number of guests
- Breakdown of nightly rate, taxes, and total amount due per night
- Total for entire stay displayed prominently
- Links to terms, cancel policy displayed
- Large "Confirm Reservation" CTA button
- Footer with site links
Developer: Please implement the following:
- Pull reservation details like dates, room type, guests from booking API
- Calculate nightly rates, taxes, totals programmatically
- Display totals for full stay by multiplying nightly totals
- "Confirm Reservation" button triggers confirmation workflow
- Ensure all styling/layout matches existing
The document outlines the agenda for a meeting of the HIT Standards Committee on June 30, 2010. The agenda items include: a call to order, opening remarks, review of the agenda, updates from ONC on NHIN Direct specifications, standards and interoperability framework, and concept of operations, discussion of NHIN governance, lunch, updates from various workgroups, and a discussion of electronic document standards. The meeting was scheduled to run from 9:00 am to adjournment and cover various health IT standards topics.
The document summarizes an enterprise project, portfolio, and work management solution. It describes the company's experience and standards-based approach. It then demonstrates the solution's tools for capturing ideas, prioritizing projects, analyzing resource demands, building schedules, and tracking execution. The solution offers pre-built reports and configurable forms. It can be deployed online for a quick start or customized on-premise. The solution aims to provide faster time to value while leveraging existing Microsoft technologies and IT skills.
This document discusses sustaining process improvements through project closeout and transitioning to process owners. It outlines the timeline for project closeout, including transitioning to the final process owner at a commissioning meeting and subsequent review meetings. Maintaining improvements requires executing process management, with elements like process maps, monitoring, and response plans. Process owners must institutionalize changes through cultural shifts and updated systems to drive permanent behavior changes.
This document discusses how to effectively manage technology development efforts using program management principles and standards. While technology development requires flexibility and agility, there are also constants like cost, schedule, and risk that need management. The key is tailoring standards to the specific program by focusing on the essential processes needed for success and communicating those processes clearly. This allows technology development to benefit from discipline without hindering innovation.
The document discusses roles and responsibilities in continuous process improvement (CPI). It describes the CPI deployment director as owning the deployment plan and communication plan. Project sponsors are responsible for the project charter and removing barriers. Process owners implement process changes. Black belts and green belts lead CPI projects under a master black belt. A DACI chart defines roles as drivers, approvers, contributors, and informers. CPI uses tollgates to approve project definitions, measures, analyses, improvements and controls.
This document discusses process performance models and provides a case study. It summarizes:
1) A process performance case study based on 450 project feasibility checks that discusses organizational background, ROI, quality audits, and call/incident center performance.
2) The main steps identified for high maturity process improvement, including building an action plan and services roadmap using CMMI-SVC to manage transformation.
3) A case study on a managed process for innovation that strategizes, captures, formulates, evaluates, defines, selects, and delivers ideas through a multi-step review and approval process.
C:\Ihc\Bp Mlink\Presentations\Bpm Link Canberra Feb 2010BPM Link
Maria Horrigan discusses the importance of understanding users in business process design and improvement. She emphasizes that project success relies on meeting user needs rather than just focusing on the process or technology. Horrigan describes using personas and "want maps" to capture user behaviors, preferences, and needs in an agile project. She predicts that the focus on users and adoption of agile methods will continue to increase in 2010.
Lean Six Sigma Green Belt Services Certification BrochurePartner
Lean Six Sigma Green Belt Training and Certification Program Brochure by eXample Consulting Group (SMS "leansigma" to 56070 for program schedules or visit http://www.examplecg.com (or) E-mail to sixsigma at examplecg.com)
The document discusses the ERP implementation life cycle including the methodology, critical success factors, and critical failure factors. It describes the typical phases of an ERP implementation project including pre-implementation, implementation, and post-implementation. It also outlines some of the key challenges of implementing an ERP system such as change management, user adoption, and meeting expectations. Critical success factors include leadership commitment, effective project management, and training, while common critical failures include customization, high turnover, and poor testing.
This document discusses project management principles and processes. It outlines the key characteristics of projects, including objectives, schedules, complexity, resources needed, and influence from the environment. The document also discusses the project management process groups of initiating, planning, executing, monitoring/controlling, and closing. It emphasizes that project management involves managing processes and people to achieve project goals. Progressive elaboration is discussed as continuously improving plans over time as more information becomes available.
Portfolio Planning for 2013 - Keeping It BasicEPM Live
This document provides an overview of EPM Live's integrated project portfolio management (PPM) and work management platform. It highlights key features such as demand management, strategic alignment, governance and workflow, financial management, resource management, schedule management, work management, what-if modeling, and reporting. The platform aims to help organizations capture all work requests, align projects to objectives, make data-driven decisions, manage resources and finances, and gain visibility and control across work. It is positioned as providing increased value, efficiency, and opportunity to retire multiple solutions with its integrated platform.
This document provides an overview of an approach for right sizing design review plans for projects and programs. It discusses establishing a multi-tiered review approach including technical and peer reviews of lower-level design products, component design reviews, subsystem design reviews, and system-level reviews. It emphasizes the importance of planning the review approach, defining objectives and participation for each review level, and using lessons learned to improve efficiency while maintaining thoroughness.
Software Engineering The Multiview Approach And Wisdmguestc990b6
The document provides an overview of web information system development methodology. It discusses key components of information systems and why structured methodologies are important for information system projects. It then describes various software development models including waterfall, iterative, evolutionary, spiral and V-model. Finally, it discusses special considerations for web-based information systems and proposes a socio-technical web information system development methodology called WISDM that takes organizational, technical and human factors into account.
Leading Practices in Multi-Pillar Oracle Cloud ImplementationsAlithya
The document outlines an agenda for a presentation on leading practices in multi-pillar Oracle Cloud implementations. The agenda includes introductions, an Oracle Cloud introduction, typical paths to moving applications to the cloud, customer stories, and Alithya's methodology for multi-pillar Oracle Cloud implementations. It also discusses integrations, conversions, reporting, and master data management.
Why and How to Implement Operation Transfer Pricing (OTP) with Oracle EPM Cloud Alithya
MUFG implemented an operational transfer pricing (OTP) solution using Oracle Cloud EPM to address challenges with their legacy system. Key pain points with the old system included time-consuming and error-prone data input, limited calculation and modeling capabilities, and manual reporting. The new Cloud EPM solution provides automated, self-service processing and analysis to improve efficiency, accuracy and transparency of MUFG's OTP process.
How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost Management ...Alithya
Oracle EPM Cloud Profitability and Cost Management (PCM) enables detailed cost and revenue allocations to provide accurate profitability reporting at various levels. PCM can be deployed as a sub-ledger to the general ledger to facilitate strategic profit and loss reporting, management decision making, and organizational behavior changes. Two-way integration between PCM and the general ledger ensures allocation details from PCM balance with general ledger accounts.
Workforce Plus: Tips and Tricks to Give Workforce an Extra Kick! Alithya
This document provides tips and tricks for configuring the Oracle Workforce module. It discusses dimensionality considerations when building a workforce application and outlines the different planning granularity options. It also covers scenario handling, compensation calculations including base salary, additional earnings, benefits and taxes. Configuration of components, options, and tiers is explained. Custom dimensions, calculations, and expense logic are discussed. Effective use of out-of-the-box functionality versus custom configurations is recommended.
How to Allocate Your Close Time More EffectivelyAlithya
This document summarizes a presentation on how to more effectively allocate time during the financial close process. It discusses typical close timelines, tracking close progress, and opportunities to improve the process. The presentation covers how allocations can impact the close cycle and provides use cases from insurance, financial services, and manufacturing industries. It suggests starting the improvement process by considering reporting needs and complexity, then offers tips like leveraging automation and master data relationships.
Viasat Launches to the Cloud with Oracle Enterprise Data Management Alithya
The document discusses Viasat's implementation of Oracle Enterprise Data Management Cloud Services to improve its master data management processes. Previously, Viasat had a manual process for metadata changes that could take days or months to complete. With EDMCS, Viasat now has a single tool for managing master data across Oracle E-Business Suite, Hyperion Planning, and Workday. Key benefits include improved data governance, reduced change time, and better integration between systems. Alithya helped design and advise on the implementation during 2020-2021.
How Do I Love Cash Flow? Let Me Count the Ways… Alithya
This document discusses best practices for configuring and implementing a cash flow statement framework in Oracle Hyperion Financial Management (HFM). It provides an overview of key concepts like dimension configuration, data loading and mapping, calculations, and reporting. The presentation covers the indirect cash flow method and how the framework facilitates translation and eliminations at low levels.
Legg Mason’s Enterprise, Profit Driven Quest with Oracle EPM CloudAlithya
This presentation was given at Oracle Modern Business Experience, on 3/21/2019 by Wil Adkins, Managing Director FP&A, Legg Mason and Mike Killeen, SVP, Technology & Strategy, Alithya
Supply Chain Advisory and MMIS System Oracle ImplementationAlithya
Many healthcare systems are experiencing rising operation costs and expenses due to operational inefficiencies, making it more challenging — and expensive — to provide quality patient care and engagements.
In this workshop, learn how to establish clear opportunities to optimize your labor, processes, procedures, technology, and inventory costs and a vision to integrate and optimize your current technology investments.
Become an organization that reinvents itself to accelerate efficiencies and cost reduction strategies using digital transformation to provide integrated systems and solutions for an immediate impact.
Digital Transformation in Healthcare: Journey to Oracle Cloud for Integrated,...Alithya
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
In this session, attendees learn:
• Establishing the foundation in the chart of accounts. Visualize how the right COA design can provide actionable analytics.
• Gain an understanding of how financials can directly connect with an EPM-focused solution like Planning to reduce manual processes and increase the efficiency of financial operations teams, therefore, assisting in bringing about real cost transparency to your organization.
• Finally, see how a Human Capital Management (HCM) and Payroll solution integrates seamlessly with the Planning process to provide better visibility into and reporting capabilities on the organization’s employees.
Join us as we embark on the Oracle Cloud digital transformation journey in pursuit of improving healthcare outcomes and bending the cost curve.
nter-pod Revolutions: Connected Enterprise Solution in Oracle EPM Cloud Alithya
The session will discuss a library of solutions implemented at clients for transferring between applications in separate pods. Each configuration has its own merits and use case. The four main categories that will be discussed are -
1. Trickle Feed - uses a combination of inter-pod REST API connection, data management load rule, groovy scripting and scheduled EPM Automate job on a jump server to pick-up the files from source and push to target.
2. Focused On-save Push - pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting.
3. Scheduled Push- uses a combination of windows or Linux job, inter-pod REST API connection, groovy scripting, data management load rule and EPM Automate commands to extract and push data en masse from source to target.
4. Json Extract and Load - uses a combination of groovy scripting and inter-pod REST API connection to extract and push an intersection on-save.
The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session.
ODTUG Configuring Workforce: Employee? Job? or Both? Alithya
The document provides an overview of configuring Oracle's EPBCS Workforce module, including:
- The three levels of planning granularity - employee only, job only, or employee and job
- Enabling features such as expense planning, headcount planning, and workforce management
- Setting up custom dimensions, benefits/taxes/earnings, salary grades, and other metadata
- Preparing for planning and forecasting by loading data, setting assumptions and rates, and synchronizing data
Oracle Cloud Time and Labor: Default Payroll Rate, Override Rate and Flat Dol...Alithya
Presentation was given at ODTUG & OHUG HCM Week. Recorded on 11/6/2020 given by Karen N. Settembrino.
Review the configuration required to support showing the default rate on the Responsive UI and the Classic UI time card along with configuring the manager’s ability to override the rate when necessary. In addition, show the setup necessary to support flat dollar amount entries on the time card to pass to payroll.
AUSOUG I Am Paying for my Cloud License. What's Next?Alithya
The document provides an overview of a presentation on profitability and cost management using Oracle EPM Cloud. It discusses key capabilities like flexibility, accuracy, shared methodology, and transparency. It also highlights use cases and demonstrates features through a live demo. The presentation encourages organizations to evaluate where they are versus competitors and determine how to advance their profitability analysis and planning.
A Journey to Profitability with Oracle PCMCSAlithya
A presentation that highlights the easy and effective journey to profitability using the Oracle Profitability and Cost Management solution implemented by Alithya.
Presentation originally delivered by Evan Leffler, Lead Consultant, to a live audience at HUGmn Tech Day in Chaska, MN, 3/14/18.
So, you can write basic calculations or maybe even intermediate. Nearly every Essbase and Planning applications requires calculations. The better you are at calculations, the more business value your applications deliver. But what makes the difference between good enough and great? What makes your code more reliable, faster, and easier to understand and debug? What techniques can you use to think through challenges and come up with solutions? This session offers some time-tested approaches to writing better calc scripts. Topics include:
Getting the requirements straight, thoroughly but without wasting time
Taking advantage of dimensionality and block structure
Variables and parameterization
One script or two?
What needs to be commented?
Alternative approaches to some common challenges
This session is intended for Essbase BSO developers who want to think about what “better code” means and how to write it. It requires at least some knowledge of Essbase BSO calculations.
Hosted by Ron Moore at the ODTUG Learn from Home Series
Key Considerations for a Successful Hyperion Planning Implementation
1. UKOUG EPM & Hyperion Conference 2011
Key Considerations for a Successful
Hyperion Planning Implementation
Edgewater Ranzal
UK Division
Mike Killeen
Vice President, Oracle Ace
&
Mija Deering
Principal Solutions Manager
Slide 1
2. Agenda
KEY PROJECT PHASES
RECOMMENDED BUILD TECHNIQUES
– Application Definition & Plan Type Delineation
– Define Dimensionality
– Master Data & Data Integration
– Building a Planning Model
– Development of Forms
– Development of Calculations
– Process Flow / Control
– Define Security
– Tuning, Optimization & Maintenance
– Typical Customization
TEN ELEVEN PLANNING TIPS TO REMEMBER
Slide 2
3. About Edgewater Ranzal
Focus
Services
15 Years People
700+ clients
1000+ projects Methodology
Customers
Partnership
Slide 3
4. Quick Audience Poll
• Rolled out Planning?
– Pre System 9
– System 9
– Fusion
• 11.1.1.x
• 11.1.2.0
• 11.1.2.1
• In the midst of a Planning project?
• About to embark on a Planning project?
• Are IT or Finance Professionals?
Slide 4
6. Ranzal Project Lifecycle Overview
Project Planning & Management Approach
Pre-Engagement Project Initiation Project Execution Project Closure
Proposal & Kick-Off, Logistics, Manage schedule, scope, issues, risks, cost & Successes &
Statement of Work Coordination & Plan resources – status reporting Lessons Learned
Implementation Approach
Focus Points
• Multiproduct Analyze Design Build Test Rollout / Sustain
Experience
• Knowledge Install, Configure &
What is Wrong, What & How to Infrastructure, Training,
Transfer Right & Needed Deploy Unit Test System Integration & Documentation &
• Performance Acceptance Testing Knowledge Transfer
Benchmarking
• Understand
Priorities Change Management Approach
• Flexible
Approach
Plan/Scope Assess/Design Build Deploy Monitor
• Modular
Scope
• Prototyping Define the Define Future Prepare for the Facilitate the Monitor the
• Leverage Change and Organization and Change Change Results
Prior Work How to Manage Understand Impact
Slide 6
7. Typical Implementation
NEEDS AND
REQUIREMENTS PLAN AND CUSTOMIZED GO LIVE AND
ANALYSIS DESIGN PHASE BUILD PHASE TEST PHASE TRAINING ROLLOUT SUPPORT
• Current state and • Define a project • Construct • Upload test data • Develop easy to • Review Go Live
stakeholder needs roadmap templates and use reference Checklist
• User validation
analysis • Determine models guide • Move solution
• Calibrate models
• Identify process, optimal level of • Report / dash- • Develop custom into production
system, and detail and board build-out • Document final training and • Provide on-site
organizational structure process, system, exercises
• Prototype org
support
components
• Design docs reviews • Deliver user
• Semi-annual
• Detailed work • Develop data training audits and
plan with interfaces process/model
deliverables reviews
Slide 7
8. Analyze vs. Design
Analyze Design
Requirements unknown or undefined Key requirements are understood
Existing business processes need to be
updated Future business processes are
Existing business processes not known or
known
documented Basic understanding of technology
Desire to re-engineer to align with being used for build
business vision or industry best
practices
Deliverables
As-Is vs. To-Be Processes
Functional Requirements Deliverables
Technical Requirements Design Document
Project Roadmap & Timeline (High Level) Proof of Concept / Prototype *
Infrastructure Architecture
Finalize Scope, Schedule & Budget
Project Strategies (Training, Testing,
etc)
Slide 8
9. Leading Practices in Analysis – What Should We Do?
Planning Planning Leading Practice:
Align Strategic & Operational Plans Does it improve productivity?
Does it make us more accurate?
Top Down and Bottom Up Planning Does it improve decision making
through greater insight?
Leveraging Driver Based Planning
Focus on the Right Areas – Materiality vs. Volatility
Reduce Cycle Times
Leverage Rolling Forecasting Processes
Reporting
Implement Reporting Governance Organization
Clearly Define Reporting Standards, Processes, Tools, and
Responsibilities
Establish “Single Source of the Truth” by Report Type
Provide Drill-Through Capability
Slide 9
10. Leading Practices in Design – How Should We Do It?
What We Deliver – Scope & Quality
Functional Requirements
Performance & Technical Requirements
Maintenance Requirements
Support Requirements
Maximize Value!
Prioritization of All of the Above Value = Num/Den
Numerator – What We Deliver
Denominator – Time & Cost
What it Costs – Budget & Timeline
Timeline Impact
Resource & Cost Impact
Appetite for Risk & Appropriate Factors
Slide 10
11. Planning Implementation Risks
LACK OF AVAILABLE MASTER DATA & DATA
– Clients often underestimate the effort required to source and validate data and master
data, and this is a frequent reason for project delays
– The level of effort must be aligned with the quality of data, number of data sources,
and degree of change (e.g., new COA)
LACK OF RESOURCES
– Technical – It is critical to identify the administrators of the new system early on, and
ensure they are properly trained for rollout
– Functional - Clients sometimes do not dedicate enough resources to the project effort
as the project is viewed as simply a technology implementation
LACK OF CLARITY OR CONSISTENCY IN BUSINESS PROCESSES
– Planning systems by their nature attempt to predict the future. Clients sometimes have
difficulty identifying which disparate elements of their planning process should go into
the application, particularly if different areas of the organization have different models.
– Defining what should NOT go into the model is as important as determining what goes
in (particular impact on Global Planning implementations)
Slide 11
12. Tradeoffs in a Sample Project
•
Tradeoffs in a Sample Project
Phase 1 – Focus on Scope and Push the Limits on Performance
• Phase 2 – Scale Back on Scope to enable better performance
• Phase 3 – Techniques and Technology Shift the Curve to support both
Slide 12
13. Critical Success Factors
Clearly Defined and Communicated Project Goals
Key Stakeholder Participation and Approval
Finance and IT Involvement Throughout Entire Project
Clearly Defined, Reviewed, and Approved Application Design
Ownership and Accountability for Project Tasks
Thorough Quality Assurance and Testing
Communication of Company-wide Benefits
Proper Administrator and End User Training
Consistent Project Management
Slide 13
15. Basic Build Approach
Application Definition
Delineate Plan Types
Define Dimensionality
Master Data Integration
Data Integration
Building a Planning Model
Development of Forms
Development of Calculations
Process Flow / Control
Define Security
Slide 15
16. Types of Applications
• G&A Expenses • Project
Cost Centers Internal / External Projects
Cost Allocations Resource Allocation
Driver Based
• Balance Sheet / Cash Flow
• Salary / Labor Full Financials
Employee Intercompany / Consolidations
Position Key Drivers, I/S Integration
Variable vs. Fixed
• Sales Pipeline
• Margin Sales Reps
Product / LOB Customers
Customer / Segment Integration with CRM
• Capital • Long Range / Strat Plans
Asset Category Integrate w/ AOP / Forecast
New vs. Existing Capital Driver Based
Integrate w/ Source Capex Initialization of Future AOP
Slide 16
17. Application Definition
SINGLE APPLICATION BENEFITS (up to 3 Custom Plan Types + WFP/FACP)
Master Data is shared across an application
Common Versioning, Scenarios between plan types
Business Rule Efficiency within same app (XREF & XWRITE)
Shared Interface for forms and rules between plan types
Leverage common set of task lists, right click menus, smart lists, and personal
variables
MULTIPLE APPLICATION USE CASES
Common for separate operating units w/ disparate planning processes
Allows for distinct processing windows
– US vs. Intl
Security – Financials vs. Salary Detail
Planning doesn’t support asymetrical security models
Ran out of plan types
Separate Workflow Processes (e.g. Geography vs. Functional)
PLANNING vs. ANALYSIS
Slide 17
18. Application Definition
WHAT ARE THE CAPEX / WORKFORCE MODULES?
A set of pre-built forms, rules, and menus for planning Salary and Capital
expenditures.
Pre-built functionality – fully customizable
Out of the box functionality to calculate:
– WFP – Salaries, Payroll Taxes, Benefits, etc. Based on attributes associated with
the employee.
– Capex – Depreciation, Capital Spending by Asset Categorization.
EXPECTATIONS
No one will use the modules out of the box without any customization.
Key is to use out of the box functionality with the right blend of customization.
Expected customization includes:
– Updating Smart List attributes for use within an organization
– Modification to forms / rules to allow for budget & forecast processes that
converge.
– Updating Master Data – Employees, Asset Category, etc.
– Adding a requisition number input field
Slide 18
19. Delineate Plan Types
WHEN DO I NEED A NEW PLAN TYPE
A model needs a different set of dimensionality
– Revenue modeling for the organization is done by product and customer
– Salary modeling is done by employee and position
– Project Planning is done by Project Number
– Capital modeling is done by asset classification
Inter-dimensional Irrelevance
– Does my Core GL plan type need Product, Employee and / or Project #?
– Impacts performance of forms, business rules, and reports.
– Want to minimize number of stored dimensions for each plan type.
IMPACTS OF A NEW PLAN TYPE
Data Movements between Plan Types
Additional Essbase Cube to optimize
Master Data & Data Integration Considerations
Slide 19
20. Define Dimensionality
DIMENSION
Stored hierarchies within an application
Core – Accounts, Entities, Time, Years, Scenario, Versions
Revenue – Core + Product, Customer, Sales Person
Capital – Core + Asset Category, Project
Salary – Core + Employee, Position
ATTRIBUTE
Associated with a base dimension
A dimension member can be associated with a single attribute member
from an attribute dimension.
WARNING!
Slowly Changing Attributes – future Attribute Limitations
•No Security
Examples
•Limited Selections
– Start Date (Employee) •Limited Reporting
– Address (Customer) •Performance
– Brand (Product)
– Growth, Productivity, Maintenance (Project)
Slide 20
21. Define Dimensionality
SMART LIST
A member in an outline (often an account)
that is represented as a drop down within
the data grid.
Smart Lists can be used to drive business
rules
Smart Lists cannot be sliced and diced like
dimensions *
Smart Lists can be reported on within
Hyperion Reports
Stored as numeric value in Essbase
Textual Value show in Planning Forms
Can be predefined in Essbase
Smart Lists – No adapter, load right to
tables or use outline Load Utility
(depending on release level)
Slide 21
22. Define Dimensionality
DATA ELEMENT (TEXT / DATE)
Allow user to input text and date directly
into a cell in Planning
Can leverage in Hyperion Reports
Text stored as numeric lookup relationally
– HSP_TEXT_CELL_VALUE
Date stored as number 20090101
Can be predefined in Essbase
No adapter, load right to tables or use
OutlineLoad Utility (depending on release
level)
Slide 22
23. Master Data Integration
MASTER DATA MANAGEMENT VS. ETL TOOLS
They are not the same thing
A Master Data management tools provides you with a graphical interface to manage your Master
Data across disconnected applications.
An ETL tool moves data from one place to another
MASTER DATA MANAGEMENT TOOLS
EPMA
– Essentially “DRM” for EPM Applications, w/additional deployment capabilities
– Ability to synch Planning, HFM, HPCM & Essbase dimensions across multiple
applications
– V11 – More Stable (although not for Essbase)
WARNING!
– Update via Interface Tables – ETL, or Flat File Planning vs. HFM
– EPMA File Generator – Creates ADS Files •Entity – Legal vs. Mgmt
DRM •Structure Version – CY vs. NY
Full blown Master Data management tool
Supports Master Data management across any toolset – Hyperion, ERP, etc.
Agnostic – read from any source, write to any source
Does not have adapters to source / target systems
Flat file extracts created from DRM to load into Planning
Slide 23
24. Master Data Integration
ETL TOOLS
ODI
– “HAL Replacement”
– Limited Use ODI Bundled with EPM toolset
– Planning must be a source or target to use
– Relational Staging Repository for work
– ELT – Extract, Load and Transfer Tool
DIM/Informatica - Near End of Life
– Adapters that connect directly to Planning
– Additional Licensing Costs
– For Informatica shops
– Functionally very similar to ODI
HAL - End of Life
– Not an option for new clients
– Still works in 11X for legacy clients
OTHER UPDATE METHODS
Outline Load Utility
Manual Update
SQL into EPMA Interface Tables & Batch Client
Slide 24
25. Data Integration
SOURCES
General Ledger – Oracle EBS, Peoplesoft, JDE, SAP R/3, Lawson
Payroll – Peoplesoft, Oracle, SAP, Ceridian, Lawson HRIS
Fixed Assets – Oracle, Peoplesoft
Project Tracking – Oracle Project, Peoplesoft, JDE
Billing System
Order Management
EDW
Manual Load File
INTEGRATION OPTIONS
Essbase Load Rules
– SQL Interface
– Flat Files
Outline Load Utility
FDQM
– With or without ERPi
ODI / DIM / HAL
– ETL Tools, use when there is heavy file manipulation
Slide 25
26. Building a Planning Model
KEY CONSIDERATIONS
What data is needed to facilitate input?
What data needs to be collected from end users?
Are there supporting drivers that must be input?
Are there calculations that need to be processed before input?
Read vs. Write on data form elements
Are there calculations that need to be processed after input? Before
Input?
Are the inputs and calculations consistent globally?
TIPS
Break the process into steps if possible
Use menus or task lists to drive navigation
Simplify the user experience, provide tools to facilitate navigation
Try not to clutter and overcomplicate a form
Be conscious of release level impact on Smart View vs. Web
Slide 26
27. Development of Forms
PERFORMANCE
Balance performance with functionality
Load Performance – 3 seconds or less
Save Performance – 3 seconds of less
Hone business rules
– Focus on fewer blocks – FIX (Entity), FIX (Scenario, Version)
– Don’t calculate more than you need to
– Balance form calculations with an hourly ‘sweep’
– Poorly performing business rules can stack up and kill Essbase performance
PERFORMANCE TIPS
Suppress Missing Rows vs. Suppress Blocks
Rows vs. Columns vs. Page
Isolate Performance Issue – Form vs. Rules
Query Issue – Size or Poorly Designed Essbase Cube?
Block Size Balancing Act – Query vs. Calculations
Latest Release – calculations on Forms
Slide 27
28. Development of Forms
DESIGN TIPS
Large Sparse Dims on Rows – (Improvements to GUI in Talleyrand)
Turn on Attribute Display and Impact on Suppress Missing Block
Show member formulas
Slide 28
29. Development of Forms
DESIGN TIPS
Startup Message to Guide Blank Forms
Column Definition
Drivers & Commentary in BegBalance Member
Data Values in IDESC (YearTotal)
Slide 29
30. Development of Forms
Use Flag Members to drive form layout
– Smart List to drive Flag
– UDA’s to drive form definition
– Flag Member – Set flag based on UDA definition and Smart List Selection
Slide 30
34. Development of Forms
TIPS & TRICKS
• Calculations & Forms Should be Developed in Tandem
• Robust Essbase Calculation Library
• Calculation Manager
– Graphical Web Based Rules Builder
– Pre-built Templates
– Requires EPMA Integration (Talleyrand support for Classic)
– Ability to Convert HBR to CM Rules
• Alternatives to Drive Calculations
– Member Formulas
– Business Rules / Calc Manager Rules
– Essbase Member Calc Formula
Slide 34
35. Development of Calculations
Essbase Member Formula
– Simple Member Calculation
– Dependencies - Outline Order Important EXAMPLES
– Calculations that don’t require user input •Ratios
– Calculations don’t require moving data between plan types •Metrics
•Modeling
– Can be run upon save of form – ‘Calc members on form’
TIP
•Create Calc Mbrs
•Put All Logic in
One member to
Eliminate order of
Operation issues
Slide 35
36. Development of Calculations
Business Rules
– Allow for user input to the rule
– Allow for passing through variables from the form to the rule Examples
– Multiple Members Calculated Upon Form Save with Dependencies •Data Movement
•Aggregations
– Can be launched on save, or from a right click menu •Currency Conv.
– Typically more procedural than member formula •Allocations
– Leverage BR to move data between plan types @XREF or @XWRITE •Eliminations
Slide 36
37. Development of Calculations
Essbase Member Calc Script
– Write multiple member formula’s in an Essbase member
– Place member on form, and hide
– Allows for procedural member formulas ala Business Rules
– Run on save of form
– Cannot allow user input to calc
– Cannot move data between plan types
Slide 37
38. Development of Calculations
DESIGN CONSIDERATIONS
Minimize Calculations
– Run Time Prompts – Align w/ Page
– IALLANCESTORS (RTPs) to aggregate instead of CALC DIM
Beware Run on Save / Load
Launch Rules from Right Click Menu TIP
Sequences Key Commands
– Calculation in Current Plan Type @RELATIVE
– XREF Data to Core Plan Type @IALLANCESTORS
DATACOPY
XREF Dangers
– Slow across applications
– Create Block Issues
• Create Blocks in Business Rule
• Schedule hourly “sweep” to catch any issues – DATAEXPORT
• Use new @XWRITE feature (push vs. pull)
Currency Conversion Limitations
– Rates stored High (impact on block size)
– Manual Input of Rates (or use Outline Load in 11.x)
– Pros – Entity has requirement to plan in different local currencies
Slide 38
39. Process Flow/Control
Form / Folder Organization
– Logically name forms and folders (use numbers)
– Order based on ‘Steps’
Right Click Menus
– Jump to other forms
– Launch Rules
– Launch Reports
Task Lists
– Guide user through a task list
– User can check off items as they complete
– Review completed vs. outstanding tasks
Workflow
Being rewritten due to current limitations
Targeted for Talleyrand (next release)
Slide 39
40. Define Security
PROCESS
1. Setup Groups & Users in Shared Services
2. Assign Access in Planning & Workspace
3. Push Security to Essbase
SETUP USERS & GROUPS IN SHARED SERVICES
Define Groups
– ALL_PLANNING_GROUP - Handles basic provisioning tasks – Version, Scenario, Accounts
– ENTITY_PLANNING_GROUPS - Most detail security occurs along the Entity dimension
– FUNCTIONAL_PLANNING_GROUPS - In charge of a functional area – for example – margin detail
Assign Users to Groups
PITFALLS / SUGGESTIONS
Groups within Groups (based on release level)
AD Groups vs. Planning Level Groups
Form Security – Read vs. Write
11X – Apply Security to Folders
Slide 40
41. Shared Services
• Basic Planning Access
– Planner – Key role for ‘input’ users
– View User – Read only user to planning content
– Interactive User – Create / Delete Forms
– Mass Allocation – Use the mass allocate features
– Analytic Services Write Access –
• Direct write back to Essbase
• Limitations with Period/Yr & Workflow
• Essbase Access
– Server Access – Connectivity to server
– App / DB access
• Workspace Access
Slide 41
42. Security Utilities
CSS Import Export
Use to bulk upload users / groups to Shared Services
Provision a few “sample” users, export them to expose the format, application, project, and
role names
Also used a lot in migrations from Pre-System 9
Create a bulk import
Automate Build & Backup of Planning Security
Export - HspExportSecurityCmd
Import - HspImportSecurityCmd
Slide 42
43. What is Optimization?
Optimization - MINIMIZE the time it takes to perform a specific
operation….
Rate = Volume/Time Time = Volume/Rate
or
Decrease Volume (do less) Increase Rate (do it faster)
NOTE: All optimization techniques focus on either volume or time. However, the
business usually mandates the time and the volume and IT will work to meet the
required rate.
Slide 43
44. Optimization Priorities – Balance Query & Calc
Assumption: Essbase retrieval is FAST so focus on calc optimization
- Trade Off - • Usage of Attribute
Dimensions
• Dense/Sparse
Retrieval Configuration to support
Calc
Time: calculations
Time • Dynamic Calcs
• Allocation of Memory to
Caches
• Transparent Partitions
Finding the Balance is the KEY!
Testing early on with a realistic data set is on the
critical path for every project in order to assess and
validate this balance
Slide 44
45. Sample Application Optimization Techniques
• Block Size – Impact on Calcs vs. Reports Optimize Outline (BSO)
– Larger Blocks – typically faster calcs
– Smaller Blocks – typically faster reports
• Outline Order – Impact on Calcs vs. Report
• Other Techniques
– Transparent Partitioning and @XREFs – minimize data
– Tuning Parameters – CALCLOCKBLOCK and Data Cache
– Dynamic Calcs – implement best practices (defined later)
Slide 45
46. Typical Dynamic Calc Usage
Dynamic Calc Usage
OUTLINE
METRICS
Dollars Level Zero Members with Formulas
Nbr Employees
Avg $ Per Employee (formula)
YEAR
QTR 1 Upper Level Members of Dense Dimensions
Jan
Feb
Mar
Scenario
Actual Two Pass Members
Budget
PctVar
Product
Prod1
Upper Level Sparse Dimension Members with a Few
Prod2
Prod3
Children
Slide 46
47. Dynamic Calc Usage (continued)
• For Dense Dimensions, keep Number of Children to a parent < 100 if
possible (avoid flat lists)
• For Sparse Dimensions, keep number of children to a parent < 7, and
avoid multiple levels of dynamic calc if possible
– Great idea for 1 to 2 level small sparse dimensions
• Avoid dynamic calculation commands that will cause the calculations to
execute in CELL mode vs. BLOCK mode
– Multiple IF statements for a subset of the block may evaluate
faster then @CURRMBR
• Minimize Dependent Dynamic Calculations, either hierarchical or formula
based
– Pay attention to Deep, Ragged Chart of Account Structures –
consider formulas for certain upper level members
– Recreate calc logic as performance optimizer (maintenance impact)
• Consider nearly all two pass calcs as dynamic
– Exception – smaller KPI/metrics cubes where all dimensions are
stored
Slide 47
48. Dynamic Calc Trick (Dense)
Eliminate Dependencies on other dynamic
calcs in formulas or hierarchies
Total Expenses = @SUM(@RELATIVE(“TOTAL EXPENSES”, 0))
is FASTER than
Total Expenses
Operating Expenses (and all of its hierarchies)
Non Operating Expense (and all of its hierarchies)
Slide 48
49. Dynamic Calc Trick (Sparse)
Stagger Dynamic Calc at Multiple Level of Hierarchies,
and Supplement with Multiple Loads (e.g. Add to
Existing Values)
Use Add to existing Values to Load Here
Scenario (Label Only, Sparse) in Rule
Actual (Dynamic Calc)
Actual_Load (Stored)(+)
Actual_EDW (Dynamic Calc) (~)
Actual_EDW_A (Stored) (+)
Actual_EDW_B (Stored) (+)
Actual_EDW_C (Stored) (+)
Actual_GL (Dynamic Calc) (~)
Actual_GL_JDE (Stored) (+)
Actual_GL_PS (Stored) (+)
Actual_Adj (Stored)(+)
Slide 49
50. Typical Maintenance Routines
Maintenance Routines
• Defragmentation Routines
– Outline (predominantly ASO)
– Database (index/page files)
• Log Purging Operations
– Application Server
– Agent and Event Logs on Essbase Server
– Planning Audit Logs
• Recycling of Services to Clear Memory (BEA J2EE)
• Reboot Machines Monthly
• Archiving off of Older Data Sets
– “History” Cubes
– Read Only Reporting Cubes (ASO) vs. Read/Write Modeling
Cubes
Slide 50
51. Typical Planning Customizations
Maintenance Routines
• Bulk Load of Supporting Details – a must for Pillar Migrations
• Essbase CDF via Business Rule - Copy Supporting Details/Cell Text
– Incorporate into Business Rules with Run Time Prompts
– Better then Copy Data or Copy Versions
– Key Planning Table -
• Essbase CDF via Business Rules – launch external processes
• Essbase CDF – solve simultaneous equations vs. Looping (debt/interest
modeling)
• Custom SQL Views in Planning RDBMS against Web Analysis or OBIEE
– Audit Reporting
– “Search” Capability for Supporting Details
– Custom Security Reports
• Currency Conversion
Tip! – Use Essbase CDFs, and the relational repository to
Customize – will be easier to upgrade later on
Slide 51
52. Eleven Planning Tips to Remember
Maintenance Routines
1. Consider alternatives to out of Box Planning Currency Conversion &
Target Scenarios (storing data high)
2. Load and Validate Dims & Data in Essbase, then port to Planning
3. Separate Business Rule Functionality – Modeling, Data Movement, Agg
4. Ensure Developers have “test” user ids to validate functionality and
view of forms – Administrator masks a multitude of sins
5. Separate Essbase ASO Reporting Cube – optimize read vs. write
6. Model it in excel before you model it in Planning
7. Understand impact of Scenarios (Management Cycles) vs. Versions
(Iterations of a Management Cycle)
8. Use Suppress Empty Blocks in Form Design
9. Convert Actual Data to “Plan View” to accommodate different levels of
grain and simply form design
10. “Push” data between plan types on change, don’t pull always
11. Establish thresholds for business rule performance in multi-user
environment – e.g. one minute for a rule is too slow in a multi user
environment
Slide 52
53. Closing
Ranzal Differentiators
• Technology Excellence
• Delivery Quality
• Industry Expertise
• Client Focus
• Solid Business Methodology
• Strong Customer References
• Relationship with Oracle / Hyperion
• Vertical Expertise from Edgewater
• North American and European Presence
• Webinars – http://www.ranzal.com/news.htm
Come Visit us in Booth 5 in the Exhibition Hall
Contact Contact
Mija Deering Mike Killeen
Principal Solutions Manager VP of Technology, Oracle Ace
Edgewater Ranzal Edgewater Ranzal
E-mail: mdeering@ranzal.com E-mail: mkilleen@ranzal.com
Slide 53