drm product introduction

8/12/2019 DRM Product Introduction

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Hyperion Data Relationship Management (DRM)

Name

Title


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Agenda

Welcome and introductions

Hyperion Data Relationship Management

Product Introduction

Preview of upcoming release

Hierarchy Management at Halliburton


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Business Challenges / Enterprise Mandates

InformationSilos

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?


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GovernGovern

RationalizeRationalize

S

hare

Share

Consolidate

Consolidate

What is Oracle Hyperion DRM?A master data change management platform that . . .

Hyperion

DRM

Hyperion

DRM

Oracle EBSOracle EBS

PeoplesoftPeoplesoft

SAPSAP

HyperionHyperion

OtherOther

PlanningPlanning

ConsolidationConsolidation

BI &Data Marts

BI &Data Marts

ProfitabilityProfitability

DataWarehouse

DataWarehouse

Streamlines master data changes among complex

hierarchical structures across enterprise systems

Engages business users as direct contributors tomaster 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 qualitymaster data

Dramatically reduce financial reconciliation time

Comply with rules and regulations

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EssbaseEssbaseBusinessIntelligence

Planning

CorpOracle

APACCustom

LATAMPeoplesoft

EMEASAP

ETLEAI

Accounts

Entity

Project

Product

Location Channel

DW

Analyt ic Applicat ions

The Oracle Hyperion DRM Solution

Hyperion DRM

Collapse separatestructures into a singlemaintenance structure

BusinessUser

Streamline changemanagement oneplace to makechanges, one structureto update

Immediate feedback tobusiness users toenforce systemconstraints, businessrules

Publish changes foreach specificconsuming system asneeded, when needed

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Trusted

Master Data

Trusted

Master Data

Key Components of Oracle Hyperion DRM

Data Model Agnost ic

Master Data Repository

Business User Interface

Wizard-driven

Configuration

Data Model Agnostic

Master Data Repository

Business User Interface

Wizard-driven

Configuration

BulkImportBulk

Import

IncrementalUpdates

IncrementalUpdates

Appl icationTemplates

Appl icationTemplates

Blender`Blender`

SOAP /COM APIs

SOAP /COM APIs

Query& Compare

Query& Compare

Rules &Validations

Rules &Validations

HierarchyManagement

HierarchyManagement

Derived

Attributes

DerivedAttributes

MergeChangesMerge

Changes

ChangeRequestsChange

RequestsHistory& AuditHistory& Audit

Approvals &Workflow

Approvals &Workflow

VersionControlVersionControl Granular

SecurityGranularSecurity

ImpactAnalysisImpact

Analysis

AttributeManagement

AttributeManagement

WebServices

WebServices

ExportProfilesExportProfiles

BooksBooks

ReportsReports

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 ManagementThe most complete MDM offering in the market today

BudgetingBudgeting

Data Governance

Oracle Fusion Middleware

Analyt icalMDM AppsAnalyt icalMDM Apps

Operational MDM AppsOperational MDM Apps

Operational

Systems

Analyt ical

Systems

C

ustomer

C

ustomer

Supplier

Supplier

OracleProduct Hub

OracleProduct Hub

F

inancial

F

inancial

Oracle HyperionData Relationship

Management

Oracle HyperionData Relationship

Management

OracleCustomer Hub

OracleCustomer Hub

EBSEBS

SiebelSiebel

SAPSAP

Custom AppsCustom Apps

ExternalApps

ExternalApps

DWDW

BI &DatamartsBI &Datamarts

PlanningPlanning

FinancialConsolidation


Product

Product

A

nalytical

A

nalytical

Application Integration Architecture

OracleSite HubOracle

Site Hub

Site

Site

PeopleSoftPeopleSoft

JDEJDE

DashboardsDashboardsHyperion Data RelationshipManagement (DRM)Financial MDM (Ledger Hub)

CoA

Cost Centers

Legal Entities

Analytical MDM

Dimensions

Hierarchies Reporting Structures KPIs,

Metrics & Measures

Complementary to CDI & PIM

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O l M t D t M t
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Oracle Master Data ManagementAnalytical MDM: Enabling enterprise dimension/hierarchy management across domains

BudgetingBudgeting

Data Watch and Repair


Operational MDM AppsOperational MDM Apps

OperationalSystems

Analyt icalSystems

Customer

Customer

Supplier

Supplier

OracleSite HubOracle

Site Hub

Oracle

Data Relationship Management

Oracle

Data Relationship Management

OracleCustomer Hub

OracleCustomer Hub

ERPERP

CRMCRM

SCMSCM

HRMSHRMS

CustomCustom

DWDW

BI & DatamartsBI & Datamarts

ForecastingForecasting



Store/Branc

h

Store/Branch

Application Integration Architecture

OracleProduct Hub

OracleProduct Hub

Product

Product

Service

Service


Operational datamastered in

operational hubs(customers,

sites, products)

Master recordspushed into DRM

bui ldrelationships,hierarchies &dimensions

3rd Party3rd Party ProfitabilityProfitability

GeneralLedgerGeneralLedgerCoA, Hierarchies,

dimensions andanalytics

published tooperational &

analytical

systems


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Life Sciences

and Healthcare

Public Sector

DRM: Mature Product, Widely DeployedOver 230 customers across industries globally

Communications,

Media & Util ities

Retail & CPG

High TechnologyManufacturing &

Distribution

11

Financial Services
http://www.mtn.co.za/default.aspxhttp://www.officedepot.com/index.do;jsessionid=0000kbQutKXlIT7IenmMakVbuqX:10gg9eb56http://en.wikipedia.org/wiki/Image:Logitech_logo.pnghttp://en.wikipedia.org/wiki/Image:Raymond_James_Logo.JPGhttp://www.dell.com/content/default.aspx?c=us&cs=19&l=en&s=genhttp://www.symantec.com/index.jsp


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Upcoming Features


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The information contained in this document is for informational sharingpurposes only, and should be considered in your capacity as acustomer advisory board member or pursuant to your beta trialagreement only. It is not a commitment to deliver any material, code,

or functionality, and should not be relied upon in making purchasingdecisions. The development, release, and timing of any features orfunctionality described in this document remains at the sole discretionof Oracle.

This document in any form, software or printed matter, containsproprietary information that is the exclusive property of Oracle. Youraccess to and use of this confidential material is subject to the termsand 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 bedisclosed, copied, reproduced or distributed to anyone outside Oraclewithout prior written consent of Oracle. This document is not part ofyour license agreement nor can it be incorporated into any contractualagreement with Oracle or its subsidiaries or affiliates.

Disclaimer

2009 Oracle Corporation Proprietary and Confidential 13


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DRM Releases

In ProgressIn ProgressDeliveredDelivered In PlanningIn 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 AccountsManagement


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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 anduser 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


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Single Point of Access

DRM Windows Client DRM Web Publishing


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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

Quicksearch for

nodes

Simplifiedpresentation

of data

Paginationof hierarchy

nodes intree Shortcuts to

analysisandreporting

tools

Easy accessto lists of

relatedobjects

Task-drivenuser

interaction

Multi-nodeclipboard


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Halliburton Hierarchy Management


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Confidential Internal Halliburton Use Only. 2006 Halliburton. All Rights Reserved.

Hierarchy Managementfor Financial Reporting Systems

Anand Raaj

S S t Halliburton FRS


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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

SAPActuals

Halliburton FRSOverview

Hyperion FDM(Upstream)

Non-SAP

subsidiaries

trial balancesand 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

CommonODS PSL,

Geo,

GL

Accts

LegalHierarchies

Halliburton


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HFM

Hyperion

Appl ications Reporting

Financial

Reports

Web Analysis

Smartview

Source Systems

Talisman

Common

ODS

SAP

SQL

Script

DRM

Load

Rules

Mgt Rpt/CC/Other

Cubes

Essbase

Hierarchy management v ia 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 AccountRollup Maintained in MDM

HAL

FDM

(Maps for

Data Loads)

Updates ExtractsEnrich the Master data in

DRM

Loads

Financial Reporting Systems

Master Data (Hierarchies) Flow

Planning

ODI


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Halliburton DRM

Foundational Platform for managing hierarchies

New hierarchies can be added using a building block

approach Extensible architectureFlexibility to maintain custom and derived hierarchies forseveral applications

DRM was one of the key drivers of success for our world-wide Hyperion Planning implementation

Consistent hierarchy structures across applicationsreduced reporting errors and data tie-out issues

One version of the truth


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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, CostElements, 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 - ~700KLargest hierarchy - ~170K members

Data Governance managed centrally

DRM: Mature Product, Widely Deployed


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Life Sciences

and Healthcare

Public Sector

DRM: Mature Product, Widely DeployedOver 230 customers across industries globally

Communications,

Media & Util ities

Retail & CPG

High TechnologyManufacturing &Distribution

25

Financial Services

Leading Companies Across Industries Use Oracle MDM
http://www.mtn.co.za/default.aspxhttp://www.officedepot.com/index.do;jsessionid=0000kbQutKXlIT7IenmMakVbuqX:10gg9eb56http://en.wikipedia.org/wiki/Image:Logitech_logo.pnghttp://en.wikipedia.org/wiki/Image:Raymond_James_Logo.JPGhttp://www.dell.com/content/default.aspx?c=us&cs=19&l=en&s=genhttp://www.symantec.com/index.jsp


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Public Sector

g p

Communications,

Media & Util ities

Financial Services High TechnologyManufacturing &

Distribution

900+ Oracle MDM Customers

Retail & CPG

Belgium Post
http://www.ihop.com/index.phphttp://www.brandsoftheworld.com/download/brand/39677.htmlhttp://www.post.be/http://www.hellmann.net/en/http://www.brandsoftheworld.com/download/brand/1770.htmlhttp://www.allianz.com/en/index.htmlhttp://en.wikipedia.org/wiki/Image:Autodesk_logo.svghttp://www.toshiba.com/tai/index.jsphttp://www.hira.or.kr/cms/rib_english/index.htmlhttp://www.symantec.com/index.jsphttp://www.wamu.com/http://www.hanjin.com/en/index.jsphttp://www.nokiausa.com/indexhttp://inovar.telecom.pt/http://www.kpn.com/http://www.tsa.gov/index.shtmhttp://www.westpac.com.au/internet/publish.nsf/Content/PB+HomePagehttp://www.brandsoftheworld.com/download/brand/35121.htmlhttp://www.brandsoftheworld.com/download/brand/163643.htmlhttp://www.windriver.com/


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The preceding is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into anycontract. 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.


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