Hyperion Data Relationship Management (DRM)

Transcription

1 <Insert Picture Here> Hyperion Data Relationship Management (DRM) Name Title

2 Agenda Welcome and introductions Hyperion Data Relationship Management Product Introduction Preview of upcoming release Hierarchy Management at Halliburton

3 Hyperion DRM Product Introduction

4 Business Challenges / Enterprise Mandates Information Silos Varying Perspectives Mergers & Acquisitions Need for Agility Regulatory Compliance Consistency across systems, business units Streamlined consolidation, quick financial close Support operational flexibility Enforce consistency of measures regardless of business unit Rapid financial rationalization Ability to see before & after Need for historical perspective apples to apples Finance and BI has to stay in sync with business Allow more flexibility Ensure the numbers tie Accuracy and consistency Transparency and control Who did what where when?

5 What is Oracle Hyperion DRM? A master data change management platform that... Govern Oracle EBS Planning Peoplesoft SAP Hyperion Consolidate Hyperion DRM Share Consolidation BI & Data Marts Profitability Other Data Warehouse Rationalize Streamlines master data changes among complex hierarchical structures across enterprise systems Engages business users as direct contributors to master data 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 5

6 The Oracle Hyperion DRM Solution Collapse separate structures into a single maintenance structure Streamline change management one place to make changes, one structure to update Immediate feedback to business users to enforce system constraints, business rules Publish changes for each specific consuming system as needed, when needed Business User Accounts Entity Project Product Location Channel Planning LATAM Peoplesoft Analytic Applications Corp Oracle Essbase Essbase Business Intelligence Hyperion DRM EMEA SAP DW ETL EAI APAC Custom 6

7 Key Components of Oracle Hyperion DRM Bulk Import Blender` Version Control Change Requests Approvals & Workflow Granular Security Trusted Master Data Impact Analysis History & Audit Data Model Agnostic Incremental Updates Master Data Repository Business User Interface Application Wizard-driven Templates Configuration SOAP / COM APIs Query Derived & Compare Attributes Rules & Attribute Merge Validations Management Changes Hierarchy Management Web Services Export Profiles Export Metadata Books Reports 7

8 Key Use Cases 1. Complex Chart of Accounts Issues Special rules, number schemes, requirements Difficulty in making updates and changes 2. Multiple ERP, GL or EPM instances Adds, updates and deletes of accounts, entities and cost centers have to be manually replicated across multiple systems 3. Rapid Change Mergers and acquisitions System consolidation and alignment 4. Compliance & Audit Fully automated, closed-loop change process Analyze, assess, track and audit changes 5. Complex Dimension Management Alternate hierarchies to address enterprise BI and financial reporting objectives Shared maintenance structure with distinct uses across LOBs, regions, & business units 6. General Purpose MDM / Reference Data Management Map transaction codes with reference assets (e.g., products, processes, activities) General purpose master data management (e.g., contracts, assets, etc.) 8

9 Oracle Enterprise Master Data Management The most complete MDM offering in the market today Operational Systems Siebel EBS SAP PeopleSoft JDE Custom Apps External Apps Customer Supplier Data Governance Operational MDM Apps Hyperion Data Relationship Management (DRM) Financial MDM (Ledger Hub) CoA Cost Centers Legal Entities Product Site Financial Analytical Oracle MDM Oracle Oracle Dimensions Customer Hub Product Hub Site Hub Hierarchies Reporting Structures KPIs, Application Integration Architecture Metrics & Measures Complementary to CDI & PIM Oracle Fusion Middleware Analytical MDM Apps Analytical Oracle Hyperion Data Relationship Management Analytical Systems Dashboards DW BI &Datamarts Planning Financial Consolidation Budgeting 9

10 Oracle Master Data Management Analytical MDM: Enabling enterprise dimension/hierarchy management across domains Operational data mastered in operational hubs (customers, sites, products) Operational Systems CRM Data Watch and Repair Operational MDM Apps Analytical Systems Master records pushed into DRM build relationships, hierarchies & dimensions CoA, Hierarchies, dimensions and analytics published to operational & analytical systems ERP SCM HRMS Custom General Ledger Customer Supplier Oracle Customer Hub Store / Branch Oracle Site Hub Product Oracle Product Hub Oracle Data Relationship Management Service Application Integration Oracle Fusion Architecture Middleware Oracle Fusion Middleware DW BI & Datamarts Forecasting Financial Consolidation Budgeting 3 rd Party Profitability

11 DRM: Mature Product, Widely Deployed Over 230 customers across industries globally Communications, Media & Utilities Manufacturing & Distribution High Technology Public Sector Financial Services Life Sciences and Healthcare Retail & CPG 11

12 Upcoming Features

13 Disclaimer The information contained in this document is for informational sharing purposes only, and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only. 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 in this document remains at the sole discretion of Oracle. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates Oracle Corporation Proprietary and Confidential 13

14 DRM Releases Delivered In Progress In Planning Release Release Release Release Release WDK Maintenance Release Release Chart of Accounts Management

15 DRM Product Roadmap DRM (CY2010) Web Deployment Full-feature, browser-based client Streamlined web tier architecture SOA Integration Coarse-grained web service Enhanced WDK for BPEL 11g Internationalization Unicode support for master data and user metadata Improved Usability Role-based user access Multiple applications per server External connections Navigating large, flat hierarchies Validations in real-time and batch Fast append/delete for DB Export Online help Version and Hierarchy ownership User metadata object access Add/Insert/Move as sibling Multi-node clipboard for Take/Put Action Script editing Search in node selector Extended username length 15 Oracle Confidential

16 Single Point of Access DRM Windows Client DRM Web Publishing

17 Preview New web based user interface Single point of access Authenticated or anonymous usage Simplified and enhanced user experience Ease of adoption <Insert Picture Here>

18 Improved User Experience Task-driven user interaction Quick search for nodes Simplified presentation of data Pagination of hierarchy nodes in tree Multi-node clipboard Easy access to lists of related objects Shortcuts to analysis and reporting tools

19 Halliburton Hierarchy Management

20 Hierarchy Management for Financial Reporting Systems Anand Raaj Confidential Internal Halliburton Use Only Halliburton. All Rights Reserved.

21 Source Systems SAP SAP BW DSO, Aging, Inv Turns Actuals Non-SAP subsidiaries Hyperion FDM trial balances (Upstream) and other data Halliburton FRS Overview Hyperion HFM Consolidations Users, External Reporting, Common ODS PSL, Geo, GL Accts Talisman Essbase Cognos SAP BW Plan Table Plan Legal Hierarchies Actual, Plan, Fcst & additional metrics Mgt Rpting Cube Management Reporting Users using SAP Account Rollup. Source for Dashboard and Primary Management Financial Reports. Summit Job Quality Safety Head Count Safety Head Count

22 Halliburton Financial Reporting Systems Master Data (Hierarchies) Flow Hierarchy management via DRM (Hierarchies) Hyperion Applications Reporting Source Systems ODI HFM SAP SQL Scripts Import Files FDM (Maps for Data Loads) Web Analysis Common ODS PSL Geography GL Account Rollup DRM Export Files HAL Load Rules Planning Smartview Talisman SQL Script Legal Entity Import File Manually maintained Hierarchies Rejects Consolidation Account Files Rollup Maintained in MDM Essbase Fix hierarchy Issue Ideally, fix hierarchy issues in source system and re-flow through. Manual Check reject files. Evaluate issues and resolve in appropriate place. Mgt Rpt/CC/Other Cubes Manually maintained Hierarchies Period Year Scenario Viewpoint Financial Reports Updates Extracts Enrich the Master data in DRM Loads

23 Halliburton DRM Foundational Platform for managing hierarchies New hierarchies can be added using a building block approach Extensible architecture Flexibility to maintain custom and derived hierarchies for several applications DRM was one of the key drivers of success for our worldwide Hyperion Planning implementation Consistent hierarchy structures across applications reduced reporting errors and data tie-out issues One version of the truth

24 Halliburton DRM System of record for downstream EPM applications Extract & Enrich master data Entities mastered Legal entities/companies, Profit center (Geo & BU), Cost Center (Geo & BU), Accounts (Income Statement set, Balance Sheet, Cost Elements, Gross net, Manufacturing), Customer, Product, Plant, Functional Area 18 Alternate maintained hierarchies in DRM 7 Essbase cubes and 14 Planning applications Total number of members across hierarchies - ~700K Largest hierarchy - ~170K members Data Governance managed centrally

25 DRM: Mature Product, Widely Deployed Over 230 customers across industries globally Communications, Media & Utilities Manufacturing & Distribution High Technology Public Sector Financial Services Life Sciences and Healthcare Retail & CPG 25

26 Leading Companies Across Industries Use Oracle MDM Communications, Media & Utilities Financial Services Public Sector Manufacturing & Distribution High Technology Retail & CPG Belgium Post 900+ Oracle MDM Customers

27 For More Information search.oracle.com Master Data Management or go to

28 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.

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