Hyperion Master Data Management Server Overview

1
Hyperion Master Data Management Server Overview

• Douglas Cosby, VP of DevelopmentHyperion Master
  Data Management Server José Villacís, Sr.
  Product Marketing ManagerHyperion

Session 2017B
2
Audience Poll

• Which of the following best describes your role
• Application administrator in IT
• Application administrator in finance/functional
  area
• Business user
• Dedicated role managing hierarchies
• e.g., Chart of Accounts, Product Master,
  Organization hierarchy, etc.

3
Master Data Management is a High Priority
50 of enterprises maintain master data
separately in 11 or more source systems.
A
80 of enterprises plan on centralizing master
data.
B
Source Tower Group
4
Master Data Management is currently handled
independently in many separate analytic and
transactional systems. The lack of coordination
limits the ability for organizations to
accurately track, analyze and manage information
about their customers, products and suppliers.

• Source IDC

5
BPM Master Data Defined

• Examples of BPM master data
• Hierarchies and dimensions
• Financial (Org/COA/Financial product level)
• Product (product groups, families, branding)
• Sales (sales person and territory hierarchies)
• Location (branch/store)
• Attributes and properties associated with
  dimensions
• ERP codings, flags and names
• Business measures, KPIs, allocations, and
  calculation drivers
• Hyperion metadata such as calcs, UDAs, flags
• Legacy system coding structure

6
Synchronizing Enterprise Systemsis a Highly
Complex and Ad Hoc Process
BI / Reporting Systems
Changes to Reporting Structures
AnalyticApplications
BPMApplications
Data Warehouse
Chart of accounts, Cost center rollups
New Rules,Dimensions,Metrics
Business Administrators
IT Administrators
Business Users
Product reporting structures, Customer
relationships, Dimensions
LegacySystems
New Systems
ERP1
ERP2
Transaction Systems
7
The Master Data Management Challenge

• Individual ERP systems dont provide a
  corporate-wide view of all hierarchies and
  reference data.
• So the need to link multiple ERP systems is
  inevitable.
• BI and Financial/BPM systems that currently
  function as department-level silos need to be
  linked, too.
• The need for linkage increases with SOX, Basel
  II.
• Requires better transparency, consistency, and
  audit trail among core applications and reporting
  platforms.
• But synchronizing and aligning ERP hierarchies
  and BPM reporting dimensions, attributes, and
  KPIs is difficult, complex, and error-prone.

8
Change Management Lacks Process Control
Most Common IT Change Management Solutions
The phone
E-mail
The hall
9
Implications of Current State

• Inefficiency and Inconsistency
• Limited visibility
• Lack of traceability
• Poor controls
• Latency in decision making
• Compliance risk
• Growing maintenance costs

10
Wouldnt it be Nice if you Could
Automate enforcement of master data biz policies
Simplify sharing, versioning, and synch of master
data across all systems
Streamline distribution of master data and keep
audit trail
Enable visibility and collaboration (Business
IT)
Easily manage change to ensure dimensional
integrity
11
The Solution Hyperion Master Data Management
Server

• Hyperion Master Data Management Server
  synchronizes BPM master data across analytic
  applications, financial applications, data
  warehouses, transactional systems, BPM
  applications.
• Hyperion Master Data Management Server is
  Integrated with and built to complement the open
  infrastructure of the Hyperion BI Platform.
• Hyperion Master Data Management Server allows
  business users to become direct contributors to
  the iterative process of managing complex,
  rapidly changing BPM metadata.

12
Hyperion Master Data Management Server is a Core
Service of the Hyperion BI Platform
Finance
Organization
Products
Customers
Scorecarding and Dashboarding
Logical progression in our interoperability
vision!
Hyperion BPMApplications
Modeling
Planning, Budgeting Forecasting
Consolidation Reporting
Tailored Applications
EnterpriseReporting
Performance Metrics
Query and Reporting
Developer Tools
Analytics
Hyperion BI Platform
Hyperion Master Data Management Server
Core and Data Integration Services
Developer Tools
13
What are the differences?
14
Centralized Change Management Environment
Reporting Tools
Hyperion Enterprise
Hyperion Essbase
Hyperion Planning
Hyperion Financial Management
Drill-Through
Business Process
ETL EAI
DW ODS
Hyperion Master Data Management Server
DM
DM
DB2 / Microsoft SQL / Oracle Warehouse / Teradata
Oracle Financials
Costing ABCApplications
PeopleSoft
MF/UNIX Systems
SAPFI/CO
15
Ecstatic Customers Enterprise Master Data
Management

• Saved 50 - 75 on monthly reporting change
  management costs.
• Saved 30 - 40 on overall costs of rolling out
  data warehouses and data marts, Hyperion, and
  other dimensional reporting applications
• Business/IT collaboration
• Change management platform
• Provided centralized management of master data
  across BPM and multiple ERPs and other source
  systems.
• Reduced costs of ERP migration and parallel
  testing.

16
Strong Market Adoption
HI-TECH, RETAIL AND ENERGY
FINANCIAL
EDUCATION
OTHER
17
Demo
18
Key Customer Benefits ROI 1/2
Reduce costs of synchronizing master data across
BPM and transactional systems.
Ensure consistency across multiple instances and
products in the Hyperion BPM Suite.
Reduce costs of implementing and maintaining BI
and data repository processes.
19
Key Customer Benefits ROI 2/2
Enable visibility and collaboration for business
and IT in defining, implementing, and managing
change.
Automate distribution of hierarchies across
platforms while maintaining a complete audit
trail of all changes.
Dramatically reduce development costs and risk of
deploying multiple applications in parallel.
20
Questions
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21
Hyperion Master Data Management Server Overview

• Douglas Cosby, VP of DevelopmentHyperion Master
  Data Management Server
• douglas_cosby_at_hyperion.com
• José Villacís, Sr. Product Marketing
  ManagerHyperionjose_villacis_at_hyperion.com

Session 2017A
Please Complete Your Session Evaluation
22
What Master Data is Not

• Master Data vs. Transactional Data

23
What Master Data is Not

• Master Data vs. Metadata

• Example A company has two separate instances of
  Oracle Financials each one for a separate
  subsidiary

24
Hyperion Master Data Management Server is a Core
Service of the Hyperion BI Platform
Finance
Organization
Products
Customers
Scorecarding and Dashboarding
Logical progression in our interoperability
vision!
Hyperion BPMApplications
Modeling
Planning, Budgeting Forecasting
Consolidation Reporting
Tailored Applications
EnterpriseReporting
Performance Metrics
Query and Reporting
Developer Tools
Analytics
Hyperion BI Platform
Hyperion Master Data Management Server
Core and Data Integration Services
Developer Tools