Integrating PeopleSoft with Planning

How Amerigroup Replaced HAL with ERPi &

FDM

Roger Balducci

Amerigroup

Tony Scalese

Edgewater Ranzal

Began as AMERICAID Community Care in 1994 to meet the needs of families enrolled in publicly funded health care programs.

Currently serving more than 2.7 million members in 13 states nationwide

#404 on the Fortune 500 (2010)

2012 Merger with WellPoint creates largest Medicaid managed care organization in the country

Together with WellPoint’s affiliated health plans, Amerigroup serves more than 4.5 million beneficiaries of state-sponsored health plans in 20 states and is the nation’s leading provider of health care solutions for public programs.

About Amerigroup

About Edgewater Ranzal

Focus

Services

People

Methodology

Customers

Partnership

15 Years

700+ clients

1000+ projects

Full Spectrum of EPM/BI Services

Dashboards & Scorecards, Financial

Analytics & Reporting, Operational Analytics,

What-if Analysis, Query & Reporting, Visual

Exploration

Strategic Finance, Planning,

Budgeting, Forecasting, Workforce

Planning, Capital Planning, Project

Financial Planning

Data Integration, Financial Data

Management, Data Warehousing,

Master Data Management &DRM,

ETL Services, Automation

Project/Program Mgmt, EPM

Road Maps, Application

Reviews, Business

Requirements, Process

Change, Documentation

Installation, Upgrades,

Migration, System

Monitoring, Backup and

Recovery, Disaster

Recovery, Load Testing,

Hardware Sizing, Exalytics

Benchmarking

Consolidation

Business

Intelligence

Enterprise

Planning

Infrastructure

Training &

Support Services

Project

Management

Data

Services

Costing &

Profitability

Mgmt

Support Services – Infrastructure &

Application Support Contracts

Key Teach Course Delivery: Planning, Essbase,

Financial Reporting, Smart View, HPCM, HFM,

FDM, DRM, OBIEE

Custom Training Delivery: Process & Reporting

Oracle ACE – One of 29 in the world focused on BI

Partner with Oracle development on FDMEE

Over 12 years of experience across the EPM suite

● More than 35 implementations

Oracle certified for Hyperion Financial

Management – System 9 & Fusion 11

Integration Practice Director @ Edgewater Ranzal

– www.ranzal.com

www.FDMGuru.com

About Me

PeopleSoft 9.0

Hyperion Planning 9.x

● Existing Application

Hyperion Application Link (HAL)

● Loads Data & Metadata

Existing Environment

Technology End of Life

Integrated data retrieval

Drill through

Project Drivers

Scope

● Upgrade – 9.1 to 11.1.2.1

● Replace HAL

Time

● 10 weeks

Budget

● 60K - Software

● 90K – Implementation Cost

Project Overview

Data

● Implement FDM

● Implement Enterprise Resource Planning Integrator

(ERPi)

Metadata

● Utilize Planning Outline Load Utility

Solution

End user friendly web interface that provides

directed workflow

Drill through capabilities for data investigation

Organization wide process monitoring &

auditing

Extensive automation capabilities using built-in

batch loader

Prepackaged target system integration

Mature product

About FDM

Workflow Step Tasks Performed

Import Data is imported to FDM database

Mapping Tables are applied

Validate Dataset is checked for any unmapped

members

Essbase Enhanced Validate*

Export Mapped data exported to a flat file

Clear calc run in Essbase

Data is Loaded

Agg Calc is run in Essbase*

Check* Post aggregated balances retrieved

from Essbase

FDM Workflow

FDM Mapping

“FDM 2.0” - The strategic direction of Oracle ● Now FDM Enterprise Edition (FDMEE)

Enables prebuilt direct connectivity for many Oracle ERP systems & SAP

Enables drill through to the source data in the source system – no data warehouse/staging needed

Enables metadata to be sourced from the source system to update EPM applications

Provides the ability to write back budget data from Planning and Essbase to the General Ledger

Integrated into WorkSpace

The use of ODI supports far larger data volumes

About ERPi

ERPi Architecture

.

Oracle Data

Integrator

Fact Data

Shared Staging Tables

Dimensions & Hierarchies

Oracle Data

Integrator

FDM ERP Integrator

EPM Apps

HFM

Essbase

Planning

Strategic FInance

Reporting

Smart view

FR

FDM

E-Business

Suite

General Ledgers

E-Business

Suite

Drill /

Write

Back

Drill

Data

File-based Data

Or SQL Pull

SAP

EP

MA

Metadata & Data

PeopleSoft

Classic Apps:

Metadata & Data Fusion

Prebuilt Source Systems Integrations

System Version EPM Version

Oracle eBusiness Suite 11.5.10 cu2

12

12.1.3

11.1.1.3+

11.1.1.3+

11.1.2.1+

PeopleSoft Financial

Management

9.0

9.1

11.1.1.3+

11.1.2.1+

PeopleSoft Commitment

Control

9.1 11.1.2.2+

JD Edwards EnterpriseOne 9.0 Requires Tools 9.1 11.1.2.2+

Fusion Financials 11.1.2.1.501+

SAP R3 / ECC 4.7 / 6.0 11.1.2.1.501+

SAP BW 7.0+ 11.1.2.3

PeopleSoft Human Capital

Management

9.0

9.1

11.1.2.0+

11.1.2.3

Direct connection to PeopleSoft

Drill through to PeopleSoft from Planning web

forms

● Including subledgers

Fully wrapped data integration cycle

● Automated and scheduled

● Targeted clears and conditional aggregations

● Data Quality Enhancements

FDM with ERPi – The Best of Both Worlds

If applicable, update FDM & ERPi for new

Business Units

Enable processing

Set the list of PeopleSoft Business Units to

process

Set the time period to process

Monthly Process

Built in scheduling tool

Ability to schedule data integration process

● Every x seconds

● Every day at a set time

● Every x day of x month

Integration processed schedule to run every

day of the close at 9:00 AM*

FDM Task Manager

Utilized the FDM batch loader

● Licensed as part of the FDM adaptor suite

Lights out execution of the workflow process

Able to trigger data load locations utilizing ERPi

Executes in parallel

No active process monitoring available

Process Automation

Email Alerting

Mimics HFM Intersection Validation Functionality

Prevents errors during export/load

Essbase Enhanced Validate

Essbase adaptor executes a clear calculation

using the Essbase API

Dynamic based on the point of view (Scenario,

Year, Period) being loaded

Execute targeted clears of the entities being

loaded for a given PS business unit

Essbase Clear Calcs

Essbase adaptor provides ability to execute

agg calcs following the load of a location

Executes the aggregation logic after each

location completes the load

Enhanced the process to run 1 aggregation

after all business units successfully loaded

● Execute a single consolidation for a range of periods

if multiple periods are loaded

Conditional Aggregation

Drill Through – General Ledger Summary

Drill Through – General Ledger Detail

Drill Through – G/L Journal Detail

Drill Through – A/P Subledger

Demo

Drill Through

Ease of use

● Outline load

● Troubleshooting Data Load Issues

Speed

Project Benefits

Less Turn Key

Key Learnings & Take Aways

Roger Balducci

Roger.Balducci@amerigroup.

com

Tony Scalese

ascalese@ranzal.com

Questions