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
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
Oracle Fusion Middleware
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
FinancialConsolidation
FinancialConsolidation
Store/Branc
h
Store/Branch
Application Integration Architecture
OracleProduct Hub
OracleProduct Hub
Product
Product
Service
Service
Oracle Fusion Middleware
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
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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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