About This Presentation
• Objectives: Enterprise Dimension Management &Hyperion Data Relationship Management (DRM)
• Authors: Emanuele Stridacchio– [email protected]
• Release date: February 23 2010
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 2
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Enterprise Dimension Management &Hyperion Data Relationship Management (DRM)
Emanuele Stridacchio, Sales Consultant
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
4Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Why Enterprise Dimension Management?
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Why Enterprise Dimension Management?Add value to the enterprise
Align critical dimensions across the enterprise to:
1. Reduce risk of reporting mis-statement
2. Increase ease of regulatory compliance
3. Reduce maintenance costs for EPM, BI, DW & ERP
4. Increase effective data sharing across EPM & BI
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 6
“Enterprise Dimension Management is also critical to Enterprise Performance
Management (EPM), no one believes the reports and dashboards if the data is a mess.”
Bill Swanton VP, Research AMR Research
• Charts of accounts:
• Support multiple accounting standards (IFRS, US GAAP)
• Cost centers
FINANCIAL
• Organization hierarchies
• Legal entity structures
• Suppliers / vendors / customers
• Location hierarchies:
• Store locations
• Regional management
• Business segmentation
• Sales channels
• Cross-dimensional mappings
• Intercompany mappings
• ‘Alternate’ roll-up structures
• Consolidated external reporting
• Support multiple jurisdictions
ORGANIZATIONAL ANALYTICAL
What are Enterprise Dimensions?Measures of value
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• Classify transactional & analytical data
• Reflect how the enterprise measures value
• Shared across multiple business functions & systems
• Usually hierarchical, often inter-connected
Enterprise Dimension ManagementAlignment and consistency
Consistent Dimensions across EPM, BI, DW and ERPsHyperion Data Relationship Management
Enterprise Dimension Management
Global & Local Alignment
Re-org & Acquisitions
System Migration
Governance & Compliance
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• Unexplained reporting inconsistencies requiring complex reconciliation
• Uncertainty over compliance(Sarbanes-Oxley, Basel-II, etc.)
• No visible audit trails for changes to critical dimensions
• Complex, parallel workflowprocesses required to ensure dimensions are synchronized
• Dimension maintenance requires the support of IT groups
• Multiple point-to-point integration processes required to feed dimension changes across systems
• Uncertainty over the location of a “system of record”
SYMPTOMS
• Complete audit trail & governance of all changes to enterprise dimensions
• Integration with workflow request and approval processes
• Single ‘system of entry’ and ‘system of record’ for all dimension maintenance
• Enterprise dimensions aligned across participating applications
• Dimension maintenance devolved to local data stewards
• Business rules defined by the business & enforced consistently
• Automation of the calculation of many hierarchy attributes, through a formula engine or by inheritance rules
• Opportunities for reporting inconsistencies significantly reduced
• Compliance with regulatory standards simplified
• Financial close times can be reduced
• Tangible cost savings from the elimination of multiple, parallel, dimension maintenance processes
• Integration of new systems and applications will be quicker, more reliable and less costly
• Need for complex approval processes reduced
• Streamlined M&A processes
SOLUTION VALUE
Value of Enterprise Dimension ManagementDo you see any of these symptoms?
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Characteristics 1 - Scattered 2 - Home-made 3 - Centralized 4 - Aligned 5 - Governed
Maintenance process
Scattered, local processes for each instance of each application
Ad hoc spread-sheets and MS Access DBs for specific domains
Central repositories force synchronization for groups of systems
Central repositories recognize varied needs of participating systems
Unified, controlled environment for all changes
Maintenance responsibility
IT, for each silo application
Business users, but IT needed to integrate changes.
Technical administrators (business or IT)
Central functions (eg. Corporate Finance)
Local business experts (‘data stewards’)
Dimension alignment
Mis-alignments surface as reporting inconsistencies
Some point-to-point integration using ‘black box’ ETL
Complex point-to-point integrations
Central integration ‘hub’ using ‘open’ETL processes
Single ‘system of entry’ ensures alignment
Data governance Not possible Limited governance for some subject areas
Centralized control enforced by tools
Central functions apply governance
Governance delegated to business experts
Workflow processes
No consistent workflows
Inconsistent workflow for each solution
Multi-step approval processes
Complex workflows to ensure data quality
Simplified request & approval mechanism
Indicators • Fear of regulatory non-compliance
• Duplicated effort
• Frequent reporting reconciliation issues
• Responsibility for changes unclear
• Ad hoc processes to support mergers
• Duplicated effort, but business experts involved
• Reporting inconsistencies & reconciliation issues
• Simple audit trails possible
• Some duplicate maintenance (eg. between EPM & ERP systems)
• Local business rules enforced
• Compliance enforced by complex processes
• Centralized & complex workflows lengthen close cycles
• Automated Integration with major enterprise systems
• Rapid assimilation of acquisitions
• Enterprise-wide alignment
• Intrinsic compliance
• Fully devolved governance
• Full audit trails
• Business rules enforced automatically
Dimension Management Maturity ModelFrom “scattered” to “governed”
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Hyperion DRM in the Enterprise
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Dimension Management with Hyperion DRMUnified source of the “truth”
• Simplify:– Simplify process & responsibilities
• Align:– Align dimensions across systems
• Governance:
– Audit, versioning & change control
• Risk mitigation:
– Consistent workflows reduce risk of financial mis-statement
12Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
GovernGovern
RationalizeRationalizeShare
Share
Consolidate
Consolidate
DRM is a Change Management Platform
Hyperion
DRM
Hyperion
DRM
Oracle EBSOracle EBS
PeoplesoftPeoplesoft
SAP SAP
Hyperion Hyperion
OtherOther
PlanningPlanning
ConsolidationConsolidation
BI & Data Marts
BI & Data Marts
ProfitabilityProfitability
Data Warehouse
Data Warehouse
• Streamlines dimensions changes among complex hierarchical structures across enterprise systems
• Engages business users as direct contributors to dimension management
• Codifies the knowledge that resides in experts into automated, repeatable business rules
• Enable data governance & compliance across the enterprise by enforcing standards and controls
Enables organizations to . . .
• Build enterprise-wide consistency in terms and definitions across systems and stakeholders
• Improve TCO with streamlined data maintenance
• Generate trustworthy insight based on high quality master data
• Dramatically reduce financial reconciliation time
• Comply with rules and regulations
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• Many different people involved
• Inevitable manual processes
• Error-prone & inconsistent
• Impossible to audit
• Impossible to roll-back changes
• Consumes time and resources
• Many requests for updates ‘interpreted’and implemented by IT experts
• Uncertainty on accuracy of reporting
• Uncertainty over causes of discrepancies (bad data, bad hierarchy definitions, human error …)
• Audit and compliance difficult -compliance implications for legal reporting
SCATTERED PROCESSES
• One location for all changes
• Streamlined change management
• Dimensions consolidated into a single maintenance structure
• Immediate feedback to business users for enforcement of business rules
• Dimensions published to downstream systems when required
• Alignment of dimensions assured
• Reporting inconsistencies significantly reduced
• Compliance with regulatory standards simplified
• Financial close times can be reduced
WITH HYPERION DRM
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Dimension Management Maturity Hyperion Data Relationship Management
“Scattered” Dimension MaintenanceLow maturity
Enterprise Applications
GL Sales Consol Reporting Essbase DW
Scattered Dimension Maintenance( Multiple, loosely-coordinated parallel processes & workflows )
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“Governed” Dimension MaintenanceHigh maturity with Hyperion DRM
Enterprise Applications
GL Sales Consol Reporting Essbase DW
Hyperion DRM(Enterprise dimensions aligned – unified source of ‘truth’ – delegated governance)
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DRM
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Example Entity Structures
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Quick search for
nodes
Simplified presentation
of data
Pagination of hierarchy
nodes in tree
Shortcuts to analysis
and reporting
tools
Easy access to lists of
relationships
Task-driven user
interaction
Multi-node clipboard
Details for selected property
What if?
Current Version
• Changes for next financial period currently being modeled
• Model will be applied after November 2007 financial close
Future What-If Scenario
• Changes for next financial year being considered
• Account re-organization is being modeled and tested
• Model can be applied (or discarded) after financial year-end close
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 19
Synchronize by Property
Interactive search of multiple hierarchies by any property
Use any common
property value
Marked nodes in another hierarchy
Marked nodes in the same hierarchy
Easy access from any node
Results summary by
hierarchy
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 20
Enabling Consistent ReportingHyperion Data Relationship Management
$60+ billion technology companyOver 82,000 employeesEBS Financials & Teradata warehouse
� Current reporting hierarchies create
redundant, inconsistent data structures
across applications, regions, and segments
� Result is various versions of the “truth”
� Decentralized technology structure requires
independent maintenance processes and
onerous synchronization routines
� Dell data warehouse and financial
management system are being overloaded
as reference data sources
Before
� Implemented Hyperion DRM to master chart of accounts, entities, accounts, projects, & products
� Provides a single, scalable maintenance interface to support 10,000+ changes each month to Dell’s global hierarchies
� Enables consistent distribution of reporting master data
� Enables global visibility, reduction in manual processes, improved data integrity, and reduced reconciliation effort
After
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Different view on entity
Alternate Hierarchies
Cross Dimensional Mapping
Drag and Drop Mappings
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Customizable Validations
• Example: A target system only supports account descriptions up to 25 characters
• DRM configured to prevent descriptions longer than 25 characters
Ensure Integrity of data
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Simplifying Change Management Hyperion Data Relationship Management
� Complex processes for assigning employees to territories & wells
� Uncertainty over the integrity of a high volume of changes
� Difficult & time consuming to make operational changes to EDW and GIS applications
Before
� Gained freedom to build teams according to where oil and gas reserves are located
� Reduced the number of calls for assistance between the business and their IT support
� Streamlined process of intersecting GIS layers from 72 hours to one hour
� Reduced the time required to process the spatial data to 1/10th
� Decentralized and distributed the ability to change role assignments closer to the source of the change
After
$7.3 billion in turnover4,900 employeesThird largest independent producer of natural gas in US
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Compare structures over time
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Export Dimensions
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System of Record for Enterprise DimensionsHyperion Data Relationship Management
$900+ million consumer financial companyOver 1,000 locations in 21 US statesLawson GL and custom point-of-sale system
� Needed a solution to summarize and load POS data as journal entries into Lawson G/L
� Maintenance of mappings between G/L and POS system was error prone, reactive and slowed the financial close process
� Changes resulting from new product introductions, active usury legislation and local competition demanded an agile approach
Before
� Mastered all POS entities (product type, event type, amount type, bank accounts, transaction codes, etc.) and maintained maps to G/L Chart of Accounts
� Simplified migration to new POS system
� Shortened financial close
� Proactive maintenance freed time for more value-creating tasks
� Accuracy enforced
� Rich audit tracking and versioning provided transparency and regulatory compliance
After
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Comprehensive out of the box audit trail
Audit Trail of changes
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Master or Slave?
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“We had over 2 million data points in our general ledger. We
created one instance of the truth…everyone comes to our
EDM product to get the financial hierarchy.”
VP Financial Systems, Fifth Third Bank
What Fifth Third Bank is saying
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Single Version of the TruthHyperion Data Relationship Management
$8.5 billion turnover and 22,000 employeesOver 1,200 banking centers65 users of Hyperion DRM
32Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
� Required technology infrastructure to support rapid growth through acquisitions
� Need to standardize reporting templates, manage global changes and provide accurate, credible data
� Inconsistencies of dimensional datathroughout systems and applications, manifested themselves at the financial reporting level
Before
� Reduced costs via centralized maintenance of dimensional data
� Established consistent enterprise dimensions across Oracle OFSA, SAP, DB2, Hyperion, and 40 other minor systems
� Created ultimate system of record and system of entry for financial master data
After
Fifth Third Bancorp
Fifth Third traces its origin to the Bank of Ohio Valley, est. 1858. In 1871, that bank was purchased by the Third National Bank. At the turn of the 20th century, the Third National Bank and the Fifth National Bank merged and eventually became known as "Fifth Third Bank".
• A Fortune 500 company
• Headquartered in Cincinnati, OH, USA
• 18 affiliates in OH, KY, IN, MI, IL, FL, TN, WV, PA, & MO
• A diversified financial services company with five
primary businesses: Commercial Banking, BranchBanking, Consumer Lending, Investment Advisors,and Fifth Third Bank Processing Solutions
• US$100 billion in assets (as of Q1 ‘07)
• One of the largest banks in U.S. by asset size and market cap
• Over 22,000 employees
• 6 million customers
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Balancing Act
FunctionallyFunctionally--specific Appsspecific Apps
ease ofease ofadministrationadministration
applicationapplicationfunctionalityfunctionality
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Comparability
StandardizationStandardization
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Business Performance Mgt (BPM)
MetricRepository
Common HierarchiesCommon Hierarchies
Accessible
to users
Meaningfulcontext
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Usability
FunctionallyFunctionally--specific Appsspecific Apps
StandardizationStandardization
Common HierarchiesCommon Hierarchies
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5/3-Specific Business Issues
•• Single Financial Reporting app supportedSingle Financial Reporting app supported
too many functionstoo many functions
•• No separation between developmentNo separation between development
and production environmentsand production environments
•• No formal structure to metadata maintenanceNo formal structure to metadata maintenance
•• Manual updates to each systemManual updates to each system
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 38
IBM DB2IBM DB2
DataData
WarehouseWarehouse
Finance MDM Hub
BusinessBusinessContinuityContinuitySystemsSystems
Capital MarketsCapital Markets
DatabasesDatabases
Oracle/OFSAOracle/OFSA
SAPSAP--H/RH/R
------
LawsonLawson--H/RH/R
HyperionHyperion
FinancialFinancial
ManagementManagement
(HFM)(HFM)
HyperionHyperion
EssbaseEssbase
MarketingMarketingDatabasesDatabases
HyperionHyperion
EnterpriseEnterprise
Master DataMaster DataRepositoryRepository
ONE VERSION OF THE
TRUTH
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•• Define master dataDefine master data
•• Extract master data from key systemsExtract master data from key systems
•• Reconcile data and determine future standardReconcile data and determine future standard
•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool
ONEONE--TIME INITIATIVES:TIME INITIATIVES:
Approach
•• Gain organizational agreement on conceptGain organizational agreement on concept
•• Obtain executive sponsorshipObtain executive sponsorship
•• Develop governance process for change requestsDevelop governance process for change requests
•• Develop oversight board and system admin councilDevelop oversight board and system admin council
•• Archive history, create new versionArchive history, create new version
•• Update central master data repositoryUpdate central master data repository
•• Create maintenance logCreate maintenance log
•• Synchronize participating systemsSynchronize participating systems
ONON--GOING PROCESS:GOING PROCESS:
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 40
•• Gain organizational agreement on conceptGain organizational agreement on concept
•• Obtain executive sponsorshipObtain executive sponsorship
•• Develop governance process for change requestsDevelop governance process for change requests
•• Develop oversight board and system admin councilDevelop oversight board and system admin council
•• Archive history, create new versionArchive history, create new version
•• Update central master data repositoryUpdate central master data repository
•• Create maintenance logCreate maintenance log
•• Synchronize participating systemsSynchronize participating systems
ONON--GOING PROCESS:GOING PROCESS:
•• Extract master data from key systemsExtract master data from key systems
•• Reconcile data and determine future standardReconcile data and determine future standard
•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool
ONEONE--TIME INITIATIVES:TIME INITIATIVES:
•• Develop governance process for change requestsDevelop governance process for change requests
Approach
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Change Request Process
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Approach
•• Define master dataDefine master data
•• Extract master data from key systemsExtract master data from key systems
•• Reconcile data and determine future standardReconcile data and determine future standard
•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool
ONEONE--TIME INITIATIVES:TIME INITIATIVES:
•• Gain organizational agreement on conceptGain organizational agreement on concept
•• Obtain executive sponsorshipObtain executive sponsorship
•• Develop governance process for change requestsDevelop governance process for change requests
•• Develop oversight board and system admin councilDevelop oversight board and system admin council
•• Archive history, create new versionArchive history, create new version
•• Update central master data repositoryUpdate central master data repository
•• Create maintenance logCreate maintenance log
•• Synchronize participating systemsSynchronize participating systems
ONON--GOING PROCESS:GOING PROCESS:
• Define master data
• Extract master data from key systems
• Reconcile data and determine future standard
• Develop master data standard definition/reference tool
ONE-TIME INITIATIVES:
• Gain organizational agreement on concept
• Obtain executive sponsorship
• Develop governance process for change requests
• Develop oversight board and system admin council
•• Archive history, create new versionArchive history, create new version
• Update central master data repository
• Create maintenance log
• Synchronize participating systems
ON-GOING PROCESS:
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Version Control
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Approach
•• Define master dataDefine master data
•• Extract master data from key systemsExtract master data from key systems
•• Reconcile data and determine future standardReconcile data and determine future standard
•• Develop master data standard definition/reference toolDevelop master data standard definition/reference tool
ONEONE--TIME INITIATIVES:TIME INITIATIVES:
•• Gain organizational agreement on conceptGain organizational agreement on concept
•• Obtain executive sponsorshipObtain executive sponsorship
•• Develop governance process for change requestsDevelop governance process for change requests
•• Develop oversight board and system admin councilDevelop oversight board and system admin council
•• Archive history, create new versionArchive history, create new version
•• Update central master data repositoryUpdate central master data repository
•• Create maintenance logCreate maintenance log
•• Synchronize participating systemsSynchronize participating systems
ONON--GOING PROCESS:GOING PROCESS:
• Define master data
• Extract master data from key systems
• Reconcile data and determine future standard
• Develop master data standard definition/reference tool
ONE-TIME INITIATIVES:
• Gain organizational agreement on concept
• Obtain executive sponsorship
• Develop governance process for change requests
• Develop oversight board and system admin council
• Archive history, create new version
•• Update central master data repositoryUpdate central master data repository
• Create maintenance log
• Synchronize participating systems
ON-GOING PROCESS:
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 45
Update Master Data Repository
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Master Data Metrics
•• 80+ financial hierarchical structures (entities and G/L account80+ financial hierarchical structures (entities and G/L accounts)s)
•• 300 Versions (134 financial; 151 user300 Versions (134 financial; 151 user--managed LOB, 15 test)managed LOB, 15 test)
•• 460 attributes (<10 are entered; rest are derived, inherited, o460 attributes (<10 are entered; rest are derived, inherited, or defaulted)r defaulted)
•• Financial dimensional data:Financial dimensional data:� 13,900 base entities; 21,500 total entities
� 4,900 base G/L accounts; 6,700 total G/L accounts
� 100 base LOBs; 130 total LOBs
•• 1 admins, 15 “light” admins, 140 users1 admins, 15 “light” admins, 140 users
•• average 7,000average 7,000--8,000 changes per month (have had over 14,000 changes8,000 changes per month (have had over 14,000 changes
with major reorganizations)with major reorganizations)
•• ragged and normalized structuresragged and normalized structures
•• supports financial hierarchies in addition to LOB salesperson hsupports financial hierarchies in addition to LOB salesperson hierarchiesierarchies
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 47
Benefits/Accomplishments
•• Support for functionally specific, purposeSupport for functionally specific, purpose--built applicationsbuilt applications
•• Standardized naming conventionsStandardized naming conventions
•• Hierarchical consistencyHierarchical consistency
•• Standardized cost centers and COA setupStandardized cost centers and COA setup
•• Segregated development and production environmentsSegregated development and production environments
•• Implemented wellImplemented well--defined, robust business processdefined, robust business process
•• Support for SarbSupport for Sarb--Ox and other governance activityOx and other governance activity
•• Reduced closing cycle change management processReduced closing cycle change management process
•• Improved accuracy of reporting across systemsImproved accuracy of reporting across systems
•• Secure, userSecure, user--managed hierarchy structuresmanaged hierarchy structures
•• Clearly defined ownershipClearly defined ownership
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 48
Keys To Success
•• Recognition of the need by Senior ManagementRecognition of the need by Senior Management
•• Focused discipline of the Project TeamFocused discipline of the Project Team
•• Vision to create a proactive, repeatable business processVision to create a proactive, repeatable business process
•• Enabling technology provided by HyperionEnabling technology provided by Hyperion
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 49
Hyperion DRM for Dimension ManagementAlign critical dimensions
• DRM is a “best of breed” solution:
– Mature product
– Strong user base
– Technology agnostic
– Great tool for SAP customers!
• Automation of dimension alignment:
– Reduce manual efforts and errors
– Increase data quality
– Complete audit trail & “roll back”
• Business value:
– Process alignment and simplification
– Simplify system rollouts & maintenance
50Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
FINANCIAL
SERVICES
DRM Customers by Business SegmentVICES
PUBLIC SECTOR LIFE SCIENCES
AND HEALTHCARE
RETAIL
HIGH
TECHNOLOGY
MANUFACTURING
& DISTRIBUTION
COMMUNICATIONS
MEDIA & UTILITIES
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 51
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
52Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
<Insert Picture Here>
Appendix
54Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
• DRM pedigree• Oracle Enterprise Master Data Management product family• DRM screenshot• Additonal customer story (Cash America)• DRM project scope (implementation complexity)• DRM whiteboard process (9 slides, “The business problem”)
DRM PedigreeBest of breed solution
• Mature product:– 10+ years, multiple releases
– Developed by Bank One
– Brought to market by Razza, Hyperion, and now Oracle
• 200+ customers, most in Fortune 1000, cross-industry
• Technology-agnostic:
– Flexible DB schema to represent any hierarchical relationship
– Tools to integrate with downstream applications:
• Flat files, ODBC connectivity, automated feeds …
• Hierarchies can be transformed during export process
• “Application Templates” for Hyperion applications
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 55
Oracle Enterprise Master Data ManagementThe most complete MDM offering in the market today
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 56
Data Governance Manager
Oracle Fusion Middleware
Analytical MDM
Analytical MDM
Operational MDM AppsOperational MDM Apps
OperationalSystems
Customer
Customer
OracleProduct
Hub
OracleProduct
Hub
Financial
Financial
Oracle / Hyperion Data Relationship
Management
Oracle / Hyperion Data Relationship
Management
OracleCustomer
Hub
OracleCustomer
Hub
EBSEBS
SiebelSiebel
SAPSAP
Custom AppsCustom Apps
ExternalApps
ExternalApps
Product
Product
Analytical
Analytical
Application Integration Architecture
OracleSiteHub
OracleSiteHub
Site
Site
PeopleSoftPeopleSoft
JDEJDE
BudgetingBudgeting
AnalyticalSystems
DWDW
BI & DatamartsBI & Datamarts
PlanningPlanning
Financial Consolidation
Financial Consolidation
DashboardsDashboards
OracleSupplier
Hub
OracleSupplier
Hub
Supplier
Supplier
“Implementing Hyperion DRM helped shorten our time to
financial close and saved us the trouble of building a custom
solution to manage our POS master data artifacts”
John Van Aken, Financial Systems , Cash America
What Cash America is saying
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 58
System of Record for Enterprise DimensionsHyperion Data Relationship Management
$900+ million consumer financial companyOver 1,000 locations in 21 US statesLawson GL and custom point-of-sale system
� Needed a solution to summarize and load
POS data as journal entries into Lawson G/L
� Maintenance of mappings between G/L and
POS system was error prone, reactive and
slowed the financial close process
� Changes resulting from new product
introductions, active usury legislation and
local competition demanded an agile
approach
Before
� Mastered all POS entities (product type, event type, amount type, bank accounts, transaction codes, etc.) and maintained maps to G/L Chart of Accounts
� Simplified migration to new POS system
� Shortened financial close
� Proactive maintenance freed time for more value-creating tasks
� Accuracy enforced
� Rich audit tracking and versioning provided transparency and regulatory compliance
After
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 59
• 2 – 3 core dimensions, each with two alternate hierarchies
• Simple interfaces:
• Essbase, HFM, Planning
• Consulting:
• 1½ FTE
• 2 – 3 months
SMALL
• 5+ dimensions, most with multiple alternate hierarchies
• Multiple interfaces:
• Essbase, HFM, Planning
• Transactional apps
• Basic GL integration
• Data warehouse
• Simple automation
• Consulting:
• 2 – 3 FTE
• 3 – 6 months
• Support from a Solutions Architect
• Multiple dimensions with complex alternate hierarchies & mappings
• Multiple interfaces:
• Essbase, HFM, Planning
• Multiple transactional apps
• Complex GL integration
• Multiple data warehouses
• Complex daily & monthly automations
• Consulting:
• 3+ FTE
• 6+ months
• Led by Senior Solutions Architect
MEDIUM LARGE
Determining DRM Project ScopeTypical characteristics
60Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Enterprise Dimension ManagementThe business problem
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 61
• Typical architecture across which dimensions need to be aligned
Enterprise Dimension ManagementThe business problem
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 62
• Typical architecture across which dimensions need to be aligned
• Different hierarchy content & structure required in each system
Enterprise Dimension ManagementThe business problem
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ReviewSpreadsheet
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Spreadsheet
BusinessUser
IT Admin
OracleAdmin
PlanningAdmin
EssbaseAdmin
Analytic Applications
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 63
• Typical architecture across which dimensions need to be aligned
• Different hierarchy content & structure required in each system
• Complex maintenance processes
Enterprise Dimension ManagementThe business problem
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ReviewSpreadsheet
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Spreadsheet
BusinessUser
IT Admin
OracleAdmin
PlanningAdmin
EssbaseAdmin
Analytic Applications• Different people involved
• Inevitable manual processes
• Error-prone, inconsistent
• No way to audit
• No way to rollback changes
• Time and resource consuming
• Updates “interpreted” by systems experts
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 64
So … What is the Business Impact?
• Business measures that should be the same are not
• Uncertainty on accuracy of reporting
• Uncertainty if discrepancies are caused by bad data, different definitions, human error…
• Month after month, expensive time and effort spent researching and reconciling
• Audit / compliance difficulty, compliance implications for legal reporting
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
BusinessUser
Analytic Applications
YTD Revenue$13,500,322
YTD Revenue$12,994,332
YTD Revenue$13,509,999
YTD Revenue$13,599,322
YTD Revenue€ 9,322,219
?
?
?
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 65
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Enterprise Dimension ManagementThe Hyperion DRM solution
Hyperion DRM
• DRM becomes the “system of entry” and “system of record”
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 66
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Enterprise Dimension ManagementThe Hyperion DRM solution
Hyperion DRM
• DRM becomes the “system of entry” and “system of record”
• Collapse separate hierarchies into a single maintenance structure
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 67
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Enterprise Dimension ManagementThe Hyperion DRM solution
Hyperion DRM
BusinessUser
• Streamline change management
• One place to make changes, one structure to update
• Business rules enforced –immediate feedback to users
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 68
EssbaseEssbaseBusiness Intelligence
Planning
CorpOracle
APACCustom
LATAMPeoplesoft
EMEASAP
ETLEAI
• Accounts• Entity• Cost Center• Product• Location• Channel
DW
Analytic Applications
Enterprise Dimension ManagementThe Hyperion DRM solution
Hyperion DRM
BusinessUser
• Publish changes for each specific consuming system as needed, when needed
• Each system receives required content and structure
• “Alignment” assured
Copyright © 2009, Oracle and/or its affiliates. All rights reserved. 69