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Oracle Enterprise Performance Management
John Zimmer
Senior Solutions Consultant, Enterprise Performance Management
The following 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 Oracle’s
products remains at the sole discretion of Oracle.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
3
Agenda
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Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
Agenda
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Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
Enterprise Performance
Management is a Discipline
that Enables Management to:
Link strategies to plans and execution,
Monitor financial and operational results
against goals, and applying analytics to
Drive enterprise-wide performance
improvement.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Market Pressures Demand Effective
Performance Management
Today’s Reality:
OPERATIONAL
SIX SIGMA
Management Processes
PLANNING
VARIANCE
Are Fragmented
ANALYSIS
ANALYZE
GOAL
PERFORMANCE
SETTING
FINANCIAL
MODELING
SCORECARDS
• Lack of business alignment
• Low predictability in performance
FINANCIAL
REPORTING
• Inconsistency in business
decisions
MONITOR
ROLLING
RESULTS
FORECAST
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Oracle EPM Connects Management Processes
Common Reporting & Interaction
Strategic Planning
Planning & Forecasting
Financial Close
Profitability Management
Common Integration & Analysis
Data Quality and Consistent Dimensions
Oracle, JDE, Siebel,
PeopleSoft, SAP, Custom
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
Data Warehouse
Data Mart
Other
Excel
Systems
XML
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Agenda
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Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
Financial Data Quality Differentiated
Financial data quality management is a business issue, and
is defined as the practice by which companies can effectively
and consistently combine the following four factors:
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Financial data collection and transformation
Repeatable financial processes
Internal controls
Audit trails with dynamic drill through
Hyperion Financial Data Quality Management (FDM) helps finance users
increase their confidence in the numbers and lowers their cost of compliance by
eliminating data integrity risks associated with collecting, mapping, validating, and
moving critical financial data from across the enterprise.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Oracle EPM System Delivers Confidence with FDM
Data Collection
and Transformation
Audit Trails
• Integrate Controls questions
• Store current and historical
mapping definitions, docs
• Read and interpret GL trial
balance files and ERP
• Allow dynamic drill through
• Mapping validation against
target system dimensions
to source ERP and files
FDM
Repeatable
Processes
• Single standard and
defined solution for any
target application
• Standardized database schema
• Standard upward data certification process
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
• Data & meta data integrity
checking against data validation
rules
Internal Controls
• Source financial document
archival
• Prepackaged audit and
internal control reports
• Comprehensive role based
security
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FDM offers unique ERP Integration for EPM
Oracle EBS,
PeopleSoft, SAP R/3
Financial Close
EPM WorkSpace
Financial Reports
Data Warehouse
Data Mart
Planning & Forecasting
SmartView
FDM
Strategic Planning
Other
Systems
Profitability Management
File
Excel
XML
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Oracle’s Hyperion Financial Data Quality
Management Benefits
• Confidence in the numbers – Hyperion FDM provides robust audit
trails from source systems to target and back, with robust validation
capabilities, providing transparency into the numbers
• Decrease cost of compliance – Hyperion FDM with its internal control
checks over the process ensure adherence to company policies and
procedures, enhancing controls while lowering costs
• Speed and agility – Improve the EPM cycle by days with a Finance
owned and maintained application that is quick to implement and
supports a simple, easy to follow, repeatable process
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Smart Dimensional Mapping
Invalid Dimension Map Problems are identified
for easy correction. FDM allows for simple or
complex cross-dimensional and conditional
mapping of data.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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User Driven Data Validation Rules
End users are given feedback on the
quality, accuracy, and completeness
of the data that they loaded to HFM,
so they are accountable, and can
participate in the data integrity
management process. Additional
adjustment data may be loaded via
flat or Excel files.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Agenda
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Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
Introduction of
FDM ERP Integrator
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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FDM ERP Integrator Use Cases
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Mapping GL metadata to EPM applications
Loading GL data directly to EPM applications
Auditing data by drilling through to details
Loading HR information to EPM application (future)
Writing data like HR positions, budgets and journals
back to the ERP system (future)
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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FDM ERP Integrator Benefits
• Simple, pre-packaged approach to ERP to EPM
integration
• Allows you to focus on the EPM application instead of
the pain of integration
• Business user driven configuration and management
• Increased confidence in data and integration process
• Direct integration with ERP Sources
– Oracle EBS GL 11.5.10 cu2, 12.0.6, 12.1.1
– PeopleSoft Enterprise GL 9.0
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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FDM ERP Integrator Process
Data Sources
FDM ERPI
Reporting
EPM
E-Business
E-Business
Suite
ESS (EPMA
Suite
FDM
Data &
Metadata
with no
drill)
Data &
Data &
Metadata
HFM
SmartView
Drill-back
FR
HPL
EPMA
PeopleSoft
SAP (data only
through FDM)
File-based data
ODI
Staging DB
XLS, Text, XML
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Example: From
EBS to Planning
Using FDM ERP
Integrator
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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New Option under the EPM Workspace
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Map EBS Segments to Planning Dimensions
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Define Calendar Mapping
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Configure Data Rule
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Review Data in Planning
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Drill Through to FDM ERP Integrator
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Drill Through to EBS Account Balances Page…
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Agenda
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Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Drill Through from Hyperion Financial Management
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Agenda
<Insert Picture Here>
•
•
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•
Enterprise Performance Management
Financial Data Quality Management
What’s New? ERP Integrator!
Drill Through Options
Roadmap
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 Oracle’s
products remains at the sole discretion of Oracle.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
52
Features We Are Working on Now
EPM Innovation
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Improved ERP Integrator support for Classic Essbase
Financial Close Manager support
Source Integration
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PeopleSoft HR 9.0 to Public Sector Budgeting
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Write-back of Planning budgets to EBS and PeopleSoft
Market Leading Usability
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Localization
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Roadmap Items On Deck
Source Integration
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JD Edwards GL support
PeopleSoft GL and HR 8.9 and 9.1 support
E-Business Suite HR 11 and 12 support
SAP GL Integration Enhancements
Write-back of HFM journals to GL and HR data
Rule-based metadata property setting during load
Market Leading Usability
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FDM and ERPI UI rewrite in Workspace
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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