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Hyperion Data Relationship Management (DRM)

Name
Title
Agenda
Welcome and introductions
Hyperion Data Relationship Management
Product Introduction
Preview of upcoming release
Hierarchy Management at Halliburton
Hyperion DRM Product Introduction
Business Challenges / Enterprise Mandates
Information
Silos
Consistency across systems, business units
Streamlined consolidation, quick financial close
Varying
Perspectives
Support operational flexibility
Enforce consistency of measures regardless of
business unit
Mergers &
Acquisitions
Rapid financial rationalization
Ability to see before & after
Need for historical perspective apples to apples
Need for Agility
Finance and BI has to stay in sync with business
Allow more flexibility
Ensure the numbers tie
Regulatory
Compliance
Accuracy and consistency
Transparency and control
Who did what where when?
Govern
Govern
Rationalize
Rationalize
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What is Oracle Hyperion DRM?
A master data change management platform that . . .
Hyperion
DRM
Hyperion
DRM
Oracle EBS
Oracle EBS
Peoplesoft
Peoplesoft
SAP
SAP
Hyperion
Hyperion
Other
Other
Planning
Planning
Consolidation
Consolidation
BI &
Data Marts
BI &
Data Marts
Profitability
Profitability
Data
Warehouse
Data
Warehouse
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
Essbase
Essbase
Business
Intelligence
Planning
Corp
Oracle
APAC
Custom
LATAM
Peoplesoft
EMEA
SAP
ETL
EAI
Accounts
Entity
Project
Product
Location
Channel
DW
Analytic Applications
The Oracle Hyperion DRM Solution
Hyperion DRM
Collapse separate
structures into a single
maintenance structure
Business
User
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
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Trusted
Master Data
Trusted
Master Data
Key Components of Oracle Hyperion DRM
Data Model Agnostic
Master Data Repository
Business User Interface
Wizard-driven
Configuration
Data Model Agnostic
Master Data Repository
Business User Interface
Wizard-driven
Configuration
Bulk
Import
Bulk
Import
Incremental
Updates
Incremental
Updates
Application
Templates
Application
Templates
Blender`
Blender`
SOAP /
COM APIs
SOAP /
COM APIs
Query
& Compare
Query
& Compare
Rules &
Validations
Rules &
Validations
Hierarchy
Management
Hierarchy
Management
Derived
Attributes
Derived
Attributes
Merge
Changes
Merge
Changes
Change
Requests
Change
Requests
History
& Audit
History
& Audit
Approvals &
Workflow
Approvals &
Workflow
Version
Control
Version
Control
Granular
Security
Granular
Security
Impact
Analysis
Impact
Analysis
Attribute
Management
Attribute
Management
Web
Services
Web
Services
Export
Profiles
Export
Profiles
Books
Books
Reports
Reports
Export
Metadata
Export
Metadata
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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.)
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Oracle Enterprise Master Data Management
The most complete MDM offering in the market today
Budgeting
Budgeting
Data Governance
Oracle Fusion Middleware
Analytical
MDM Apps
Analytical
MDM Apps
Operational MDM Apps
Operational MDM Apps
Operational
Systems
Analytical
Systems
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Oracle
Product Hub
Oracle
Product Hub
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F
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Oracle Hyperion
Data Relationship
Management
Oracle Hyperion
Data Relationship
Management
Oracle
Customer Hub
Oracle
Customer Hub
EBS
EBS
Siebel
Siebel
SAP
SAP
Custom Apps
Custom Apps
External
Apps
External
Apps
DW
DW
BI &Datamarts
BI &Datamarts
Planning
Planning
Financial
Consolidation
Financial
Consolidation
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Application Integration Architecture
Oracle
Site Hub
Oracle
Site Hub
S
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PeopleSoft
PeopleSoft
JDE
JDE
Dashboards
Dashboards
Hyperion Data Relationship
Management (DRM)
Financial MDM (Ledger Hub)
CoA
Cost Centers
Legal Entities
Analytical MDM
Dimensions
Hierarchies
Reporting Structures KPIs,
Metrics & Measures
Complementary to CDI & PIM
9
Oracle Master Data Management
Analytical MDM: Enabling enterprise dimension/hierarchy management across domains
Budgeting
Budgeting
Data Watch and Repair
Oracle Fusion Middleware
Operational MDM Apps
Operational MDM Apps
Operational
Systems
Analytical
Systems
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Oracle
Site Hub
Oracle
Site Hub
Oracle
Data Relationship Management
Oracle
Data Relationship Management
Oracle
Customer Hub
Oracle
Customer Hub
ERP
ERP
CRM
CRM
SCM
SCM
HRMS
HRMS
Custom
Custom
DW
DW
BI & Datamarts
BI & Datamarts
Forecasting
Forecasting
Financial
Consolidation
Financial
Consolidation
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B
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Application Integration Architecture
Oracle
Product Hub
Oracle
Product Hub
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Oracle Fusion Middleware
Operational data
mastered in
operational hubs
(customers,
sites, products)
Master records
pushed into DRM
build
relationships,
hierarchies &
dimensions
3
rd
Party
3
rd
Party Profitability
Profitability
General
Ledger
General
Ledger
CoA, Hierarchies,
dimensions and
analytics
published to
operational &
analytical
systems
Life Sciences
and Healthcare
Public Sector
DRM: Mature Product, Widely Deployed
Over 230 customers across industries globally
Communications,
Media &Utilities
Retail &CPG
High Technology Manufacturing &
Distribution
11
Financial Services
Upcoming Features
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.
Disclaimer
2009 Oracle Corporation Proprietary and Confidential 13
DRM Releases
In Progress
In Progress
Delivered
Delivered
In Planning
In Planning
Release 9.3.2
Release 11.1.1.0
Release 11.1.1.1
Release 11.1.1.2
Release 11.1.2
WDK 11.1.1.2
11.1.1 Maintenance
Release
11.1.2.1 Release
Chart of Accounts
Management
DRM 11.1.2 (CY2010)
15 Oracle Confidential
DRM Product Roadmap
Web Deployment
Full-feature, browser-based client
Streamlined web tier architecture
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
SOA Integration
Coarse-grained web service
Enhanced WDK for BPEL 11g
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
Single Point of Access
DRM Windows Client
DRM Web Publishing
Preview
New web based user interface
Single point of access
Authenticated or anonymous usage
Simplified and enhanced user experience
Ease of adoption
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Improved User Experience
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
related
objects
Task-driven
user
interaction
Multi-node
clipboard
Halliburton Hierarchy Management
Confidential Internal Halliburton Use Only. 2006 Halliburton. All Rights Reserved.
Hierarchy Management
for Financial Reporting Systems
Anand Raaj
Hyperion
Mgt Rpting Cube
Essbase
HFM
Management Reporting Users using
SAP Account Rollup. Source for
Dashboard and Primary Management
Financial Reports.
Consolidations Users, External
Reporting,
Source Systems
SAP
Actuals
Halliburton FRS
Overview
Hyperion FDM
(Upstream)
Non-SAP
subsidiaries
trial balances
and other data
Safety
Summit
SAP
BW
Actual, Plan,
Fcst & additional
metrics
DSO,
Aging,
Inv Turns
Job Quality
Safety
Head
Count
Head Count
Cognos
Plan
SAP BW
Plan Table
Talisman
Common
ODS PSL,
Geo,
GL
Accts
Legal
Hierarchies
HFM
Hyperion
Applications
Reporting
Financial
Reports
Web Anal ysis
Smartview
Source Systems
Talisman
Common
ODS
SAP
SQL
Script
DRM
Load
Rules
Mgt Rpt/CC/Other
Cubes
Essbase
Hierarchy management via DRM
SQL
Scripts
Import
Files
Import
File
Export
Files
Rejects
Files
Manual Check reject files.
Evaluate issues and
resolve in appropriate
place.
Ideally, fix hierarchy issues in source system and re-flow through.
Fix hierarchy Issue
Legal Entity
PSL
Geography
GL Account Rollup
Manually maintained Hierarchies
Period
Year
Scenario
Viewpoint
(Hierarchies)
Manually maintained
Hierarchies
Consolidation Account
Rollup Maintained in MDM
HAL
FDM
(Maps for
Data Loads)
Updates
Extracts
Enrich the Master data in
DRM
Loads
Halliburton
Financial Reporting Systems
Master Data (Hierarchies) Flow
P
l
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ODI
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 world-
wide Hyperion Planning implementation
Consistent hierarchy structures across applications
reduced reporting errors and data tie-out issues
One version of the truth
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
Life Sciences
and Healthcare
Public Sector
DRM: Mature Product, Widely Deployed
Over 230 customers across industries globally
Communications,
Media &Utilities
Retail &CPG
High Technology Manufacturing &
Distribution
25
Financial Services
Public Sector
Leading Companies Across Industries Use Oracle MDM
Communications,
Media &Utilities
Financial Services High Technology Manufacturing &
Distribution
900+ Oracle MDM Customers
Retail &CPG
Belgium Post
For More Information
search.oracle.com
or go to
www.oracle.com/master-data-management
Master Data Management
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 Oracles
products remains at the sole discretion of Oracle.