with amerigroup, replaced hal with er pi & fdm
Post on 13-Sep-2014
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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
Questions