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 S h a r e S h a r e C o n s o l i d a t e C o n s o l i d a t e 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 6 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 7 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 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 C u s t o m e r C u s t o m e r S u p p l i e r S u p p l i e r Oracle Product Hub Oracle Product Hub F i n a n c i a l F i n a n c i a l 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 P r o d u c t P r o d u c t A n a l y t i c a l A n a l y t i c a l Application Integration Architecture Oracle Site Hub Oracle Site Hub S i t e S i t e 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 C u s t o m e r C u s t o m e r S u p p l i e r S u p p l i e r 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 S t o r e
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B r a n c h Application Integration Architecture Oracle Product Hub Oracle Product Hub P r o d u c t P r o d u c t S e r v i c e S e r v i c e 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 <Insert Picture Here> 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 a n n i n g 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.