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Copyright © 2012, Oracle and/or its affiliates. All rights reserved.1
Hyperion Data Relationship Management
Copyright © 2012, Oracle and/or its affiliates. All rights reserved.2
ManagementEnterprise Dimension Management
Emanuele Stridacchio, Principal Sales Consultant
Agenda
� Introduction
� DRM – Why?
� DRM - Features
Copyright © 2012, Oracle and/or its affiliates. All rights reserved.3
� DRM - Features
� Live demo
� Q&A
Real-time Enterprises implement processes to ensure that the information provided to employees, customers, suppliers, and partners is current and consistent across all systems, minimizing manual and ad-hoc batch information processes.
To achieve this, systems for a Real Time Enterprise must be
Managing Change in the Real-Time Enterprise
Copyright © 2012, Oracle and/or its affiliates. All rights reserved.4
To achieve this, systems for a Real Time Enterprise must be “adaptable” to change and accept “change as the process”.
Vinod KhoslaVenture Capitalist, Entrepreneur & Co-founder, Sun Microsystems
A Single Change Impacts Many SystemsFlexibility and agility are the hallmarks of the Real-time [Agile] Enterprise
iFlex
ReveleusMantasSCM
ERP (EBS,
SAP, Other
CRMHR / HCM
Hierarchies
Master Data
DimensionsReference
Data
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Data Warehouses
and Data Marts
• Oracle
• SQL Server
• DB2
• Teradata
Other
• XML
• Excel
• Text
Multi-dimensional
• Essbase
• Oracle OLAP
• Microsoft
• SAP BW
Hierarchies
What is DRM?System of Record for all Enterprise Hierarchies
SFASFA
MktgMktg
SvcSvc
CallCall
CenterCenter
A/RA/R
ProcureProcure
BudgetBudget
SupplySupply
ChainChain
A/PA/P
G/LG/LBillingBilling
HFMHFM
HRHR
PartnerPartnerOrderOrder
MgtMgt
WebWeb
SiteSiteWebWeb
StoreStore
• Master data change management
Data WarehouseData Warehouse
DRMDRM
Data martsEssbase
Sales Reporting
ManagementReporting Cubes
• Master data change management solution
• Sweet spot: Finance & Analytical MDM
• Enterprise focus
• Operational & Analytical Relevance
DRM: Key Differentiators
Model Driven • Model and master any dimension or complex hierarchy
• Metadata driven configuration, no coding solution
Multi-domain• Domain agnostic
• Operational and analytical master data
Enterprise Scope• Consistency across application silos
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Enterprise Scope• Consistency across application silos
• Fosters data quality and trust
Business User
Focus• LOB users maintain hierarchies and attributes
• SMEs specify policies and business rules
Better with Oracle• Packaged EBS integration to simplify migrations / coexistence
• Packaged EPM integration ensures streamlined consumption
Hyperion Data Relationship Management
� Build master data consistency
� Effectively manage changes
� Across transactional and analytical systems
� Across Oracle and non-Oracle assets
� Accelerator and enabler for:
Oriented to Line of Business
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� Accelerator and enabler for:
– Enterprise Performance Management
– Financial Transformation Initiatives
– Business Transformation Initiatives
Enabling Enterprise TransformationDRM – Enterprise MDM solution for proactive change management
DRM for Enterprise
Performance Management &
BI Alignment
• Planning hierarchies
• Consolidation hierarchies
• Management & Financial reporting
hierarchies
• Profitability structures
• Data Governance & Compliance
• Alternate Business Perspectives
• What-if scenarios
• Historical reporting
• New applications faster, with lower risk
Use Cases Value
DRM for Financial
Transformation &
Alignment
• Chart of Accounts Mgmt.
• GL consolidation / reduction
• GL migration / upgrades
• Financial transformation enabler
• Integrated change management
experience across ERP & EPM
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Alignment • GL migration / upgrades
• EBS / PSFT / Fusion co-existence
• Consolidation hierarchies
• Account mappings
experience across ERP & EPM
• Global / Local alignment
• Shorter reconciliation and close cycles
• Compliance peace-of-mind
DRM for Business
Transformation &
Organization Alignment
• Business transformation enabler: acquisitions,
reorganizations, spinoffs
• Integrated change management
experience across Operations & Analytics
• Cross-functional (Enterprise) alignment
• Corporate (B2B Customer) hierarchies
• Salesperson / Territory hierarchies
• Employee / Approval chain hierarchies
• Organizational / Legal Entity hierarchies
• Business taxonomies
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Enterprise Dimension Management
� Invest in a business application to take a
governed approach to conform corporate
dimensions & hierarchies
� Resolve reporting inconsistencies and
make reconciliation effortless using
DRM’s built-in referential integrity
DRM for Enterprise Performance Management and BI Alignment
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DRM’s built-in referential integrity
� Leverage a dimension maturity model to
build a roadmap to devolve dimension
maintenance to front-line business users
� Gain compliance peace-of-mind through
detailed history, audit and version control
Managed Business Perspectives
Improve consistency & alignment of metrics and measures across rollup reporting hierarchies, and related allocations to streamline reporting by reconciling global with local, corporate with LOB, and operational with analytical perspectives
Dimension Management Maturity ModelIndicators, from ““““scattered”””” to ““““governed””””
• Reporting reconciliation issues, fear of regulatory non-compliance
• Duplicated effort, responsibility for changes unclear
• Ad hoc processes to support mergersScattered
• Duplicated effort, but business experts involved
• Reporting inconsistencies & reconciliation issues
• Simple audit trails possibleHome-made
• Some duplicate maintenance (eg. between EPM & ERP systems)
Centralized• Some duplicate maintenance (eg. between EPM & ERP systems)
• Local business rules enforced
• Compliance enforced by complex processesCentralized
• Centralized & complex workflows lengthen close cycles
• Automated Integration with major enterprise systems
• Rapid assimilation of acquisitions Aligned
• Enterprise-wide alignment, intrinsic compliance
• Fully devolved governance, full audit trails
• Business rules enforced automatically Governed
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Financial Transformation and Alignment
� Shift away from outdated systems and
structures that no longer serve your business
� Implement finance shared service centers to
lower TCO of EBS by upgrading to R12
� Transform your CoA to reflect a new way of
doing business, secure business buy-in and
DRM for Chart of Accounts Management across ERP and EPM
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doing business, secure business buy-in and
deploy re-modeled applications for the future
� Maintain separate yet consistent alternate
perspectives for legal entity, corporate,
statutory and tax reporting
Financial Transformation
Manage chart of accounts across ERP/GL, EPM and Financial Analytics to enable financial transformation, simplify R12 upgrades, enable Fusion co-existence and shorten close cycles
Organization Alignment
� Mergers, reorganizations or routine changes in
employee position, role, legal entity, geo, etc.,
can easily through enterprise applications off
kilter unless proactively managed for change
� Align purchase authorization with position
changes among personnel to align budgets
Master organization hierarchies with DRM
Spend Management
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changes among personnel to align budgets
with execution to proactively manage spend
� Ensure consistent approval on procurement
requisitions, capital expenditures and travel
expenses based upon appropriate
accountability and authorization hierarchies
maintained in DRM
Spend Management
Authorize spending based on changing position, department, approval chain and employee hierarchies to set purchase authorization limits, and optimize procure-to-pay processes per budget allocations
Reference Data Management
� Reference data although simple and slowly
changing is pervasive. May include
classification schemes, often set by entities
external to the enterprise (e.g., ISO for
country codes and currency codes).
� Lack of standardization results in
incompatible representations of the same
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Reference Data Management
Harmonize types, codes, lookups, relationships, & taxonomies for consistent application configuration and reduce compliance risks
incompatible representations of the same
data in different applications
� Getting it wrong can have consequences
that may result in process breakdown,
compliance issues and even fines from
regulatory agencies
DRM is a Change Management PlatformGovernGovern
Share
Share
Consolidate
Consolidate
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
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RationalizeRationalize
OtherOtherWarehouseWarehouse
• 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
Oracle Hyperion DRM: Master
Govern
Trusted Master
Data• Data Model & Domain Agnostic
Foundation
• Master Data Repository
• Form-driven metadata configuration
• Modular and reusable objects
• User Interfaces:
• Data Steward Interface
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RationalizeShare
Consolidate
Trusted
Master Data
Trusted
Master Data
• Read-only Access
• Migration Utility
• Management Console
16
Oracle Hyperion DRM: ConsolidateImport
• Bulk load facility
• Version creation
• Cached for immediate use
Blender
• Adds and combines multiple data structures
• Allows selectivity of types of actions
performed
Action Scripts
• Transaction based scripts
• Allows incremental changes to be performed
ConsolidateConsolidateImportImport
Action
Scripts
Action
Scripts
GovernGovern
Share
Share
Trusted
Master
Trusted
Master DWDW
Blend Blend ERPERP
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• Allows incremental changes to be performed
in batch
17
ScriptsScripts
Application
Templates
Application
TemplatesRationalizeRationalize
Share
ShareMaster
Data
Master
DataDWDW
BI/EPMBI/EPM
OtherOther
Web
Services
Web
ServicesWeb Services
• Perform fine-grain operations
• Invoke within request and approval workflows
• Execute Import, Blender, and Action scripting
tasks
Application Templates
• Pre-packaged metadata
• Bulk load for baseline configuration
• Extend and tailor for each implementation
Hierarchy Management
• Drag-and-drop maintenance
• Advanced navigation
• Balanced and ragged structures
• Duplicate checking
Attribute Management
• Categorization
• Inheritance and derivation
• Minimize data storage
Derived Properties
GovernGovern
Shar
e Shar
e
Consolidate
Consolidate
Trusted
Master Data
Trusted
Master Data
Oracle Hyperion DRM: Rationalize
Queries
• Interactive analysis
• Form-driven creation
• Directly make edits to results
Compares
• Identify similarities or differences
• Structure and properties
• Streamlines reconciliation efforts
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Derived Properties
• Calculated values
• Reduced maintenance
• Ensure data integrity
• Formulas allow for complex logic with Excel-like usability
Node Types
• Control classification of
data objects
• Restrict visual display
of properties
• Granular application of
business rules
RationalizeRationalizeQuery &
Compare
Query &
Compare
Derived
Properties
Derived
Properties
Node TypesNode Types
Hierarchy
Management
Hierarchy
Management
Attribute
Management
Attribute
Management
18
Oracle Hyperion DRM: Share
GovernGovern
Consolidate
Consolidate
Trusted
Master Data
Trusted
Master Data
ShareShare
Web
Services
Web
Services
ExportsExports
BooksBooks
Web PublishingWeb PublishingERPERP
DWDW
BI/EPMBI/EPM
Exports
• Wizard-driven creation
• Several export types for producing various formats
• Filtering, Comparison, Transformation, Balancing,
De-duplication
• Flat file, DB table, XML
Books
• Group exports and control sequencing
• Combine export output
Web Publishing
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RationalizeRationalizeBatch
Client
Batch
ClientOtherOther
Web Publishing
• Anonymous access
• Read-only browsing
• Run standard exports and books
Web Services
• Fine-grained data retrieval
• Execute exports and books
Batch Client
• Command-line interface
• Run batch processes
Oracle Hyperion DRM: GovernVersioning
• Time or event based snapshots
• As-Of Versioning
• What-if modeling scenarios
• Manage lineages or independent data sets
• Stored and Detached versions
• Access control by status
Validations
• Business rules that identify data conditions
• Real-time or batch
• Prevent invalid manipulation of data
Consolidate
Consolidate
Workflow Dev
Kit
Workflow Dev
Kit
VersioningVersioning
Granular
Security
Granular
SecurityValidationsValidations
Migration
Utility
Migration
Utility
GovernGovern
Transaction
History
Transaction
History
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• Prevent invalid manipulation of data
RationalizeRationalize
Share
Share
Consolidate
Consolidate
Trusted
Master Data
Trusted
Master Data
20
Granular Security
• Enables business users to perform changes in a secure environment
• Branches of hierarchies
• Properties by category
Transaction History
• All changes are tracked
• Enables audit ability
Workflow Development Kit
• Submit and approve changes
• Oracle BPEL PM workflows
• Incorporate into enterprise process
Browser-Based ClientTask-based, zero footprint
RicercaVeloce deglielementi
Shortcuts ad analisi e reporting
Interazioneutente
guidata daltask
Clipboard
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RicercaVeloce deglielementi
Paginazione
Accessoveloce allerelazioni
Clipboard Multi-elemento
Dettagli deisingoliattributi
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