Академический Документы
Профессиональный Документы
Культура Документы
Len Romano
February 22, 2013
Agenda
Introductions
How to Begin
Questions ???
Introductions
Emtec Oracle Platinum Consulting Partner
Oracle EPM & ERP (EBS, PeopleSoft) expertise
Business Process as well as Technical Expertise
Cover the Entire suite of EPM applications
Experienced resources with typically 6-10 years of EPM implementation
experience
Full range of implementation and training services
Infrastructure assistance installs and upgrades
Implementation expertise
Training execution and development
Consulting Services
IT Process Improvement
OFFERINGS
IT Performance and
Governance
Information Management:
Big Data
Business Intelligence
Analytics
Mobility Solutions
Package Application
Services (PAS)
Cloud Technologies
Application
Development &
Management Services
(ADMS)
Infrastructure
Services
Oracle
Fusion
EBS
PeopleSoft
EPM : Including Hyperion
OBIEE
Portfolio Analysis
IT Service Mgmt.
Salesforce.com Solutions
Sales Cloud
Service Cloud
Marketing Cloud
Force.com
Application Advisory
Services
Data Center
Business Application
Infrastructure
Microsoft
AX and GP
BI
CRM
Workday
Platforms
Package Application:
Development, Maintenance
& Support
SAP
Functional: HCM, FM, SCM
Cloud Application
Development
& Technology
Private Virtual Cloud
Cloud Applications
Product Development
Custom Application
Development & Maintenance
Mobile solutions
Quality Assurance & Testing
Services
PRACTICE FACTS
Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
More than 90% certified
62 Customers & 112
engagements
Unstructured
data
General
Ledger
Payroll
System
Essbase Cube
Scenario
Version
Customer
Accounts
Department
Time Periods
Region
Product
Export Data as
Needed
Source
Application
Offering more than 350,000 national brand products and own highquality private label items ranging from meats to produce to frozen
foods
User Feedback
User Feedback
What is Essbase?
Oracle Essbase is the market leading online
analytical processing (OLAP) server for
enterprise performance management (EPM)
applications
Designed specifically for business users,
Oracle Essbase supports forecasting, variance
analysis, root cause identification, scenario
planning and what-if modeling for both
custom and packaged applications
It can be tightly integrated with multiple
data sources and the information generated
can be delivered through a wide variety of
reporting options
Engineered for scalability, security, and rapidresponse, Oracle Essbase brings advanced
analytics to the business user to enable
greater understanding of the business,
alignment of resources and improved
business results
Process
Documentation
Common Data
/ Data
No Documentation on Back
end processes
Minimal Training
Documentation
Undefined Security Roles
Thorough Documentation on
back end and front end
Processes and reevaluation
Thorough Training
Documentation
Integrated Enterprise Security
with SIMON
Memos
Spreadsheets
Conference Calls
N/A
Integration
Global
Assumptions /
Corp.
Guidance
Speed /
Flexibility
Functional
Area Guidance
Other
Applications
Essbase State
Planning
Methodology
Budget development
Process
Rolling forecast
Tools /
Enablers
Identify Business
Drivers
Integrate Tools
with Common
Data Set
Rolling Forecast
Methodology
Budgeting
Tools by driver
Begin to tie to P&L
Frequency
3x per year
3x per year
3x per year
Process
Disparate tools
Difficult to refresh / pull
data
Pulling data from
multiple sources
Cumbersome analytics
1 tool
Defined analytics
Excel
PeopleSoft
Excel
PeopleSoft
Access
Excel
PeopleSoft
(Essbase)
Essbase
Hyperion Planning
199x 2008
2009
2010
2011
Planning Year(s)
Centralized system
Align top-down and bottom-u
Consistent assumptions
Common allocations & calculations
Integrated Operational Planning to
address in-depth revenue and
margin planning
Purpose-built Capital Assets and
Workforce planning modules for
fast deployment
Powerful workflow and process
management for budgeting and
forecasting
Leverages Essbase powerful
reporting and analysis
Methodology &
Standardization
Defined Analytics
Change Management
Other Applications
Hyperion Planning
Hyperion Planning
Release 1
Hyperion Planning
Release 2
Hyperion Planning
Release 3
Methodology
Process
Reduced number of
tools (but integrated)
More flexibility
Common data source
Defined analytics
Reduced number of
tools (but integrated)
More flexibility
Common data source
Defined analytics
Scope
Logistic, Buying
Income, Operations
Planning
Sales Planning,
Capital, Buying income
Catman Planning
All
Provide Finance team a single data repository for forecasts / budgets / actuals
P&L data for more visibility into assumptions
Project Timeline
Six-Step Implementation Methodology
April
May
June
July
Aug
Sep
18-Apr
Step 1 Analysis
Step 2 Design &
Planning
Step 3 Build Phase
Step 4 Test Phase
Finance
project lead
= Full Time
3 developers
(consultants)
Finance & IT
Management
2 Sr
Analysts
Project
manager
Finance
subject
matter
experts
Other as
needed
Resources
Other IT
Resources
Architect
Configuration
Management
Report Development
Etc.
Planning Platform
Enterprise Flexibility
Improved Planning/Forecasting
Event Based
Faster Cycles
Better Accuracy w/more participation
Ability to Forecast Frequently
Hyperion Certified:
Planning
HFM
Essbase
Essbase
Custom Applications
Design & Implementation
Specific Application Build
Profitability Analysis
Sales and Expense Analysis
Marketing Analysis
Customer Analysis
Other Custom Applications
Essbase Analytics Link (EAL)
Infrastructure Services
Business
Intelligence
Oracle Business Intelligence
Enterprise Edition (OBIEE)
BI Foundation Suite (BIFS)
Oracle BI Applications
Oracle Database Relationship
Management (DRM)
Mobile Delivery
Key contact
Hyperion Planning
presented by
Len Romano
Emtec
Budget wizard to
guide planners
Include instructions
Form layout
Display options
Form contents
Access permissions
Business rules
Set Strategic
Objectives
Cascade Targets
Long-Term
Planning
Treasury
Strategies
Detailed Budgeting
Forecasting
Corporate
Development
Allocate Resources
Master Data
Business Rules
Metrics/KPIs
Targets, Plans & Actuals
Data
Cleansing
Consolidate
Internal
Reporting &
Analysis
External
Reporting &
Compliance