HYPERION QUALIFICATIONS EXPERIENCE HISTORY

Transcription

1 Comprobase and Hyperion since 2004 HYPERION QUALIFICATIONS EXPERIENCE HISTORY Hyperion Planning Hyperion Financial Management Essbase CapEx Planning WorkForce Planning Public Sector Planning Financial Reporting Financial Data Quality Management Data Warehouse R e c e n t P r o j e c t s & C l i e n t s Hyperion assets of Comprobase have worked as relied upon contributors with the following companies fulfilling roles as Prime Contractor Project Manager Technical Lead Functional Lead Developer U.S. HOUSE RED CROSS FANNIE MAE VOLKSWAGEN

2 DEPT of LABOR AARP NJVC VERISIGN AAA PANASONIC QUANTA SERVICES AVON JDS UNIPHASE LIGHTSQUARED METRO WASHINGTON NEUSTAR ENVIRONMENTS *Hyperion implementation performed for the companies above with Comprobase assets or as Comprobase as Prime U.S. House of Representatives Washington, DC May 2014 to Present Sr. Project Manager The Hyperion Budget and Planning implementation is an enterprise solution able to provide a tool to support various ongoing US House of Representative ( House ) budget and planning processes. The delivery of the Hyperion Budget and Planning module will seek to eliminate manual processes and improve functionality with a best in class application that eliminates manual data load, forecast worksheet creation, dissemination and collection with effective automated data load tools in a universally designed, connected application and database.

3 Automation of processes for execution of hundreds of manually liked spreadsheets and reports that manually distributed and consolidated by various analysts and business points of contacts. Automation of data loads from the sources systems so data has to be extracted formatted and validated manually in these projection and formulation Excel worksheets. Replacement of Excel workbook being sent via between reviewers and approvers with notes and supporting documentation for the approval being stored in excel notes and in etc. Creation of audit of the communication and approvals in a single system across the entire execution and formulation data sets. Budget Formulation o House Budget Justification Document o Sub-Committee Print o Budget Formulation Templates and Exercises Budget Execution (Forecasting) Activities o Monthly Projections Reports o Monthly and Quarterly Variance Reports o FTE Management Reports Budget Execution Reporting o Fiscal Year to Legislative Year Comparison Reports o Government Contributions Report o Various Ad-Hoc Reports American Red Cross Washington, DC Oct 2011 to Apr 2013 Sr. Project Manager Provided leadership and direction in all areas of this global multi-phase Hyperion Planning implementation. This included overall project plan creation, scope definition and maintenance, oversight and participation in requirements gathering, gap analysis, build development, system testing, systems architecture and integration, training, deployment and post production support. Responsible for System Integration (SI) vendor resources, independent contractors, as well as the client resources to a successful roll out of the system and a smooth transition to internal Red Cross employees Coordinated the identification, prioritization and resolution of project related issues with all participating groups Conducted steering committee meetings to update executive management on overall project status and obtain executive level direction on critical project related issues that could potentially impact timely and budgetary project completion

4 Project cost budgeting, tracking and reporting to stakeholders and executive management with on time and on budget delivery of a full budget solution. Fannie Mae Washington DC Oct Present Hyperion Consultant Team Lead Implementation of Hyperion Planning application including Hyperion Reports, SmartView, and Essbase v Participated in the requirements gathering efforts of the project for expense related Planning processes Drafted requirements documentation for Hyperion Planning applications and used Requisite Pro to store and tag requirements for mapping to test cases in Quality Center Developed test cases that were used in UAT Drafted user acceptance test (UAT) plan documentation for Hyperion Planning and FDM applications Created, designed and formatted technical specification documentation, such as architecture diagrams, process flows, and other processes needed to describe required system changes for development Performed user acceptance testing (UAT) for various Hyperion Applications Updated, maintained and ran tests in Quality Center Drafted and compiled final results summary documentation for UAT testing, including Test Summary, Requirements Traceability Matrix (RTM) created with BOXI Reports, Defect report from ClearQuest, Incident Report from Remedy, and the test Execution Report generated from Quality Center Assessed business operations and processes to understand procedures, information flows and handoffs, decisions, communications pathways and the like Managed the defect capture, reporting and resolution process during UAT using IBM Rational ClearQuest Migrated Hyperion Planning artifacts from TEST to PROD using Life Cycle Management (LCM) and performed validation and shake out in the PROD instance Volkswagen Group of America Tysons Corner, VA Mar 2011 Present Hyperion Conslt Worked extensively on Planning application for Planning, Budgeting and Forecasting, Hyperion Financial Reports, and Webforms for Planning users Collaborated in technical specification preparation Created several web forms depending on the requirement in Hyperion Planning Inputting Budget and forecasts of Data into Webforms online through Hyperion Planning,

5 SmartView and web using Workspace Maintained data base for optimum performance for using Calculation Scripts and Business Rules Performed data migration from v9.3 to v Used Essbase to deliver meaningful insights for managing finance Conducted tests to analyze if the data is behaving as expected Integrating Hyperion with PeopleSoft Financials Installation of Essbase Administration Services, Essbase Integration Services, Hyperion Reports, Hyperion Analyzer and Hyperion Application Link in Windows environment Deploying Hyperion Planning v in different environments Developed reports for the regulatory purpose in Excel Add in and Standard Reports in Hyperion Reports Process automation using ESSCMD and MaxL Scripts Generated different reports using Smart View Developed load rules for loading specific type of data files Supported users during User Acceptance Test (UAT) by troubleshooting and resolving outstanding issues/problems faced by users Created reports understanding and analyzing the Stored Procedures Created reports using SQL Statements for DB2 database Department of Labor Washington, DC Apr 2013 Present Project Lead Provided leadership and direction in all areas of this Hyperion Essbase Reporting Application implementation. This included overall project plan creation, scope definition and maintenance, oversight and participation in requirements gathering, gap analysis, build development, system testing, systems architecture and integration, training, deployment and post production support. Responsible for project resources, independent contractors, as well as the client resources to a successful roll out of the system and a smooth transition to internal Red Cross employees Coordinated the identification, prioritization and resolution of project related issues with all participating groups Conducted steering committee meetings to update executive management on overall project status and obtain executive level direction on critical project related issues that could potentially impact timely and budgetary project completion Project cost budgeting, tracking and reporting to stakeholders and executive management with on time and on budget delivery of a full budget solution. Responsible for review and finalization of solution architecture with DOL senior management. Continue to work with senior and executive management to provide guidance on solution footprint for Hyperion EPM products at the department of labor

6 AARP Washington, DC Sep 2011 to Jul 2012 Sr. Project Manager Worked as a technical lead for the implementation of Hyperion Planning and Reporting application. Designed and implemented 3 Year Strategic Plan and Annual planning for corporate wide budgeting and quarterly forecasting for Expenses, Workforce, CapEx planning. Organized design sessions to gather requirements from planning users. Created test scripts and ran CRP and UAT sessions. Sourced data from JDE General Ledger and Fixed Assets module; PeopleSoft HR module. Created corporate allocation scripts. Customized Workforce module to accommodate calculations based on specifications from different Affiliates within AARP. Created staging database (Oracle), tables, procedures for ODI interfaces. Ran ETLs to populate the staging tables and updated Hyperion Planning through ODI. Developed ODI interfaces, packages and procedures to extract and load data and metadata from Oracle EBS 11g and fed into Planning and Essbase. Converted manual processes to automated ODI interfaces. Created scenarios to run at scheduled time through ODI agent. Created Forms, Calculations, Analytical Metrics, Business Rules, Security and Financial Reports during the course of implementation. Created migration scripts and migration strategy to move application across environments. Designed and created FDM interfaces to load to Essbase. Created load scripts and validation rules in FDM. Created load locations, control tables, import formats, mapping tables. Created batch loading of files. Key Objectives of consulting services provided were application design, architecture design, business model, backup strategy, and admin document. NJVC Tysons Corner, VA Dec 2011 to Oct 2012 Sr. Hyperion Developer Implemented Oracle Hyperion ; Planning, Public Sector Budgeting, FDM, ODI, and Financial Reporting Integrated to Oracle ebs r12 Developed drill-thru capabilities with FDM for vendor and project details for expenses and revenue Automated all revenue models to be calculated within Hyperion planning system Calculates all the various indirect rates; Fringe, Company Overhead, Customer Overhead, G&A, and Material & Purchasing rates Public Sector Budgeting module facilitates budgeting and forecasting workforce and related expenses

7 VeriSign Herndon, VA Feb 2011 Present Technical Hyperion Lead / Administrator Hyperion Technical Lead responsible for the upgrade from sophisticated environment of v9.3.1 to v for Hyperion Planning and Essbase EIS ASO Reporting cube Defined the To-Be application architecture needed to support EIS and Planning Installed in DEV and TEST the latest version of Hyperion components: Foundation Services, Planning, EAS, EIS, Financial Reporting Studio, ODI, in a distributed Windows and Linux environment Exported EIS models and meta-outlines from v9.3.1 Imported EIS model and meta-outlines and validated the imports. Updated EIS models with the appropriate custom SQLs used in building the outlines for Balance Sheet, Income Statement, and Trend cubes and loading data Updated the Meta-outline for all drill through reports connections Updated 20+ shell Scripts used to automate the metadata, data loads and reconciliations between the client enterprise EDW and Essbase ASO cubes for PandL, Balance Sheet and Trended reporting Defined and designed the technical upgrade strategy for Hyperion Planning from v9.3.1 to v Converted 60+ HAL to ODI integrations for loading metadata and data into the new Planning Reviewed and cleaned-up metadata in staging table process to clean-up the Hyperion Planning application Rebuilt all forms in the new version of Hyperion Planning Migrated security, Calculation Scripts, business rules, and reports to the new version of Hyperion Planning Defined and executed conversion from the old Hyperion environment to v Planning cubes Participated in CRP and UAT for both the EIS/Essbase and Planning upgrade work-streams Developed migration approaches and assisted the client where needed on the migration from TEST to Production Created training material and conducted training for application administrators Provided post production support as needed AAA Northern California Nevada Utah CA Dec 2011 to Present Sr. Hyperion Developer Support Hyperion production environment 24x7 for Budgeting, Forecast, 10 years budget Load metadata, data into Planning, Essbase

8 Run ODI interfaces, EPMA profiles to load metadata Develop and migrate applications, artifacts across Dev, Test, Prod Backup the applications, artifacts on regular basis Installation of Hyperion Application patches Panasonic Avionics Lake Forest, CA May 2011 Feb 2012 Hyperion Planning / Essbase / Workforce / CapEx Administrator Plan, Install, Configure, and Administer Hyperion v11.1.2; Hyperion Essbase and Hyperion Planning Windows environment with both physical and virtual servers Lead team through Development, Go-Live, Support and Maintenance tasks Create/Maintain automation Scripts, and maintain responsibility for creating and updating system documentation Identify, implement and test patches and upgrades and maintain up-to-date documentation of Hyperion-related configuration Trouble-shoot and resolve process, functional and technical issues Create, modify and maintain BSO Essbase cubes in Essbase v11 Modify, Maintain and trouble shoot Hyperion Planning Applications Investigate issues in reports or cubes and provide root cause analysis Train end-users on how to use the Workspace to complete their budgeting and forecasting tasks Set up, manage and maintain user security through Shared Services Migrate Planning and Essbase applications from one environment to other Develop Interfaces and Packages in ODI to load data into Essbase and Planning applications Recommend corrective actions for technical systems issues, taking into account user needs and IT resources Import and manipulate data from multiple disparate systems Flat files, Essbase, Oracle and Excel sheets Monitor application performance, availability, and utilization Maintain Accounting structure and outline metadata for online reporting Provide user support, security and other ad hoc requests Quanta Services Houston, TX Jan 2011 Feb 2011 Hyperion Administrator Reverted back to classic Planning application from running v of Hyperion Planning EPMA application Responsibilities included assisting in creating a new classic Planning application, designing

9 four new ODI packages for metadata and data loads pointing to new classic Planning application Re-created batch Scripts for automating the overnight application data loads using ODI Re-created and modified few existing web forms and reports that had longer execution times Fine-tuned the Essbase database for data loads by modifying the cache sizes Assisted in restructuring the Planning security in shared services for Production and Development environment (Group wise security setup) Assisted in requirement gathering for a new Test environment that client planned upon having other than existing PROD and DEV Documented the whole ODI data flow process for the new Planning application that was seeding data out of an ASO accounting cube Avon Rye, NY Aug Nov 2011 Sr. Hyperion Developer Project Lead Installation and configuration of HFM, FDM, DRM, Essbase, Planning on multiple servers Migration of the FDM, HFM, DRM and Planning Applications from v9 to v and testing Configure Shared Services with MSAD Migrate the Financial Reports from v9 to v Migrate the security for Hyperion Suite from v9 to v JDS Uniphase Milpitas, CA May 2010 Mar 2011 Hyperion Consultant Conducted high-level and detailed meetings with the various personnel in the Arrow Asia from Senior Management CIO, Senior VP s, Marketing and Sales Specialists to thoroughly understand their requirements and opinions and arrive at a comprehensive view of the Products and Services of Arrow Asia Worked on Essbase Integration Services (Metadata workflow/filters/drill through reports using Hybrid Analysis) Developed and maintained Calc Scripts, MaxL Scripts, batch Scripts to automate data load/calculation Designed and maintained Essbase Cubes, CapEx Planning, Workforce Planning, Planning Implemented Calculation engine that includes robust mathematical functions for computing derived data, used Essbase functions and Calculation commands to develop the Calc Scripts deriving managing costs, increasing revenues and markdowns Involved in Optimization and Performance tuning of Cubes/Outline/Data load/calculations Created Web Analysis reports for the users for those reports where they wanted to use the

10 Drill down Functionality effectively and some Ad-hoc reporting Data Analysis reports generation through Planning for Arrow Asia Executives, Prepared Sales Reports which detail Price, Volume, company products and market Trends, and Expense Variances over prior periods in different markets Support existing Supplier Services cube, Outline and Calc Script updating, scheduling batch Scripts, problem identification, resolution and documentation LightSquared Reston, VA Oct Apr 2011 Administrator Planning / FR Involved in The requirements gathering, and had a role in creating the Design document and LOE documentation The project involved implementing a new budgeting cube for the existing General Ledger Installed Hyperion Shared Services, Essbase administration services (EAS), Hyperion Planning, Workspace, Financial Reporting Studio, Web Analysis, for v over multiple servers. Also installed ODI and SQL Wrote SQL Scripts to bring in data from Oracle EBS for GL and populate SQL staging tables Used ODI to create dimensions and load data Used the Oracle Project costing to bring in the projects data and created a budgeting cube Created numerous web forms to enter, update, analyze, print, and report on data Created Task lists to ease the work of the users when working with the web forms Developed and maintained Web Forms, Task lists and Planning Units and managed security for the same Initiated, developed workforce Planning cube with metadata and data from oracle HR with their existing employees Created business rules to Add/Remove employees, plan departures, transfers, add/remove benefits, plan TBH s and budget the employee expenses Created a number of new users in the native directory meeting with their security standards, setup user and group level securities using shared services and implemented dimension level security Created a number of Reports for their existing Application and for the new Planning application as well Created PandL variance reports, Expenses by departments-activity-product-project in a monthly-quarterly-yearly, using some complex FR functions, used UDA s in the reports when needed Created numerous Ad-hoc reports with Smart view Prepared Training documents for the end-users and was responsible for their training, for administration and support

11 Metropolitan Washington Airports Authority Washington, DC Sep Jul 2011 Sr. Hyperion Developer Optimization of data forms, report Scripts, Calc Scripts, business rules Development of Financial Reports Created the Shell Scripts to automate the build of outline using outline load utility Created shell Scripts and MaxL Scripts to load Actual and Budget data Creating users groups and assign access permissions Data reconciliation using Essbase spreadsheet add-in/smart View Interacting with users for the enhancements Performance Tuning of Database modifying the cache and Essbase.cfg file settings Installation and configuration of Hyperion Essbase, Planning, Scorecard, Financial Reports in new Dev, Training, UAT, Dry Run, Prod environments Migration of the Planning Application from Dev to different environments Migration of Calc Scripts, Business rules, Task lists, Menus, Dataforms, Security using LCM Neustar Sterling, VA Jun Oct 2010 Hyperion Planning / FR Reports/ Admin Requirements gathering, and had a role in creating the Design document Implementing a new Project Budgeting cube. Worked closely with IT and Business and Functional consultants to finalize the Project Cube design Installed Hyperion Shared Services, Analytic Administration Services (AAS), Hyperion Planning, WorkSpace, Financial Reporting Studio, Web Analysis for v9.2 in all the environments Used HAL to create dimensions in the Planning application Created new dimensions to meet the application demands Created a Hyperion Planning Application to Forecast the Budget Created a number of web forms to enter, update, analyze, print, and report on data Created Task lists to ease the work of the users when working with the web forms Developed and maintained Web Forms, Task lists and Planning Units and managed security for the same Developed a few complex Business Rules and attached them to the web forms Created a several Calculation Scripts Created a number of new users in the native directory meeting with their security standards Setup user and group level securities using shared services Created dimension level security for each of these users/groups Created multiple Reports for existing Application and for the new Planning application: PandL variance reports, Expenses by departments-activity-product-project in a monthlyquarterly-yearly, using some complex FR functions, used UDA s in the reports when needed

12 Created several Ad-hoc reports with SmartView Created Web Analysis reports for the users for those reports where they wanted to use the Drill down Functionality effectively and some Ad-hoc reporting Prepared profitability reports detailing price/volume trends and expense variance over previous periods by using Financial Reporting and Web Analysis Prepared Training documents for the End-users and was responsible for their training, for administration and support Created automated backups procedure for the application Created an archive cube to save the data every week, from the Planning application to a standalone Essbase application for the reporting needs of the client and automated this process as well

13 E N V I R O N M E N T S Performance Management Applications Oracle Hyperion Analytics Hyperion Planning & Budgeting Hyperion Essbase Hyperion Financial Management Essbase Administration Services WorkForce Planning / Public Sector Planning Essbase Integration Services PS P&B CapEx Planning Essbase Studio Hyperion Business Rules x ERP Integration Experience 3.x PeopleSoft HR - Financials Essbase Analytics Link for HFM ebusiness Suite Financials Financial Management Analytics Lawson Financials Calculation Manager SAP Financials

14 Data Management Integration Tools Data Integration Management Fusion Edition Oracle Data Integrator x x 9.3.x Financial Data Quality Management x x 9.3.x Informatica Data Relationship Management Analytic Services (Essbase) Data Integration Management Application Manager Foundation Analysis and Reporting Enterprise PMA Hyperion Financial Reports x x 9.3.x x x 9.3.x Hyperion Workspace Hyperion Financial Reporting Studio x x 9.3.x x through 3.x Hyperion Shared Services Hyperion Web Analysis x x 9.3.x x 9.3.x 4.x 9.2.x Hyperion Interactive Reporting Hyperion Life Cycle Management x 9.3.x x x 9.3.x Hyperion Workspace Hyperion Smart View x x 9.3.x x x 9.3.x

15 Database Operating Systems 11g 10g 9i Windows 2008 Windows 2003 XP Pro 8i MS SQL 2008 MS SQL Pro Linux HP-UX 11.0 MS SQL 2000 IBM DB2 Solaris 9 Solaris 7 Solaris 2.6 AIX Application Servers OAS Web Logic 10.x Web Logic 9.x Languages Web Logic 8.1 WebSphere 7 WebSphere 6.x MaxL ESSCMD SQL WebSphere 5.x Tomcat Apache PL/SQL Shell Script Batch Script Graphic User Interface Tools TOAD VMWARE MS-VISIO Oracle SQL Dev Calc Script MDX XBRL CONTACT US Direct: preston.sjoblom@comprobase.com