MDM Standard Presentation

8/3/2019 MDM Standard Presentation

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Title

Hyperion Master

Data Management

Server Overview

Charlie McGowan

MDM Account Manager


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Hyperion Master Data Management Server Overview P . 2

What is Master Data?

It is not Transactional Data:

Company EntityEntity Account Sub-Account Date Amount Sales person

Hyperion FL 100000 500 8/12/05 $70,000.00 Ralph Collins

It is not Meta Data:

Company EntityEntity Account Sub-Account Date Amount Sales personText Text Integer Integer Date Field Floating Text

25 Char 2 Char 6 Digit 3 digit MM/DD/YY 8.2 25 Char

Master Data consists ofhierarchies such as Organization, Chart of

Accounts, Sales Territory, Product and th

e associated attributes:Product Organization Accounts

Software Central Sales (+)

BI MN Direct (+)

Essbase (sku #) FL Partner (+)

Training East Cost of Sales (-)


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Is hierarchy management challenging?

Large Company withmany different transactionand storage systems (Avg. 11)?

Large Company withmany different transactionand storage systems (Avg. 11)?

Changing hierarchies: Management Reorganizations?

Acquisitions?

BPM or ERP Migration?

Changing hierarchies: Management Reorganizations?

Acquisitions?

BPM or ERP Migration?

Many different BPM applications?

Many different BPM applications?

or

Or


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Why it Matters?

Master data changes!

ERP, BPM, BI Systems

Enterprise coordination

Different systems

Compliance Automation


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Why it Matters?

Master data changes!

ERP Systems and BPM/BI Reporting systems dont provideEnterprise wide solutions for change

Changes have to be coordinated throughout the enterprise

Not simple synchronization! Different systems will likely havedifferent.Attributes, mappings, rollups or organization, classifications, or

levels of detail

The need for linkage increases with SOX, Basel II, Solvency II Requires transparency, consistency, audit trail

Most organizations have no automated wayof dealing withmaster data change


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Change Management lacks process control(Spreadsheets, Phone & Email)

Bulk: ETL, CustomTransactional: EAIReal time: EII

Data

LegacyG/L Operational

Hierarchy

Processes

HierarchyProcesses

HierarchyProcesses

MetadataProcesses

MetadataProcesses

G/L MapsProcessesHierarchy

Processes

vMappingProcesses

Excel

Excel

App Files

AccessDB

VSAMFile

Excel

Excel

Profitability

CorporateReports

Data

Warehouse

Accounting

Scorecard

Marketing BPM

Fact

Data

Fact

Data

Fact

Data

Fact

Data

VSAMFile

Hierarchy

Processes

HierarchyProcesses

MetadataProcesses

App Files

AccessDB

Excel

Data

Oracle

Financial

AnySystem

SAP

HierarchiesDimensions

Reference Data


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Implications of Current State

Inefficiency and Inconsistency

Limited visibility

Lack of traceability Poor controls

Latency in decision making

Compliance risk

Growing maintenance costs


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Strong Customer Adoption

HI-TECH

FINANCIAL

EDUCATION

OTHER

Replaced

Custom SW

with

MDM


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Centralized Change Management:What Every CustomerWants

IndustryBanking

Overview$6.6 billion in 2004 revenues$103 billion in assets - 6/200517 affiliates1,100 banking centers

Current EnvironmentEnterprise (moving to HFM)EssbasePlanningData warehouseOracle ODSSAP HR

We had over 2 million data points in our chart of

accounts...

We created one version of the trutheveryone comes toour MDM product to get the financial hierarchy.

Bret FurtwenglerVP Financial Systems


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The Solution: Hyperion Master DataManagement Server

Centralized application to Manage Master Datachange

Synchronizes hierarchies and attributes across allsystems

Automates master data change

Business users become direct contributors


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Desired

Automation

Desired

Automation

Current Planning Master Data Flow

GlobalRepository

(Oracle)

Regional

Local

Repository

(Oracle)

Regional

AS/400

JDE

Validate

Reference

Codes

Transaction

Data

Master

Data

EssbaseReporting

Cubes

CompetitorsPlanning

Cube(s)

Planning

Data

(Oracle)

PlanningData

HierarchiesOutlines

Multiple

Regional

Instances

ManualOutline

Maintenance

ManualRef Code

Maintenance

Manual

Hierarchy

Maintenance


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MDM Planning Master Data Flow

Global

Repository

(Oracle)

Regional

Local

Repository

(Oracle)

Regional

AS/400

JDE

Validate

Reference

Codes

Transaction

Data

Master

Data

EssbaseReporting

Cubes

CompetitorsPlanning

Cube(s)

Planning

Data

(Oracle)

PlanningData

Unbalanced HierarchiesOutlines

Multiple

Regional

Instances

Balanced Hierarchies

Hyperion MDM Server


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Centralized Change-managementEnvironment

LegacyGL SAP

CustomApplications

OracleFinancials Peoplesoft

StagingODS

DMETL

EAI

Query &Reporting

HyperionEssbase

HyperionPlanning

HFMOther Reporting Tools

HyperionMDM Server

Business Process

DM

DW

iSetup Tree Mover BAPI / RFCs Custom / ETLFlat File


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Benefits of Master Data Management

30% savings in

Datawarehouse

rollout

Business User

Change & IT

Controls

ERP Migrations or

Acquisitions

Audit trail andand what-if

models

Enforce masterdata bizpolicies

Faster, more

consistent and

accurate

reporting

50 75% cost

reduction in

monthly

reporting change

management

costs


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Demo


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What are the differences?

MDM HUB HALThink Change management Infrastructure Connectors

Scope Hyperion & non-Hyperionproducts (enterprise)

Hyperion products Hyperion & non-Hyperionproducts

Focus Managing master data Application interoperability Data transfer

Users Business & IT IT ITCoreComp.

Manage change in versions,hierarchies,

Version control & roll back

Validations, verifications

Configurable attributes &exports

History & audit trail

Query, comparison ofstructures & attributes

Importing, blending,automating changes

Lifecycle management

Migration: dev to prod

Metadata sharing

Data sharing andsynchronization

Scheduling of integrationand sys. admin tasks

Task automation

Common elements

Userprovisioning (Joyce)

Predefined connectors

Extraction of data fromoperational data sources

Bi-directional data flow

Translation manager:conversion rules &

mappings for transactionaldata transfer

Scheduling & automation

Alerts & notifications


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MDM Features

Configurable export behavior that can filter, subset, combine andtransform master data. Includes tranforming recursive raggedhierarchies into flattened generational tables for SQL based reporting.

Configurable attributes and attribute behavior

Customizable validations to enforce business rules, corporate policy orconstraints of subscribing systems

Flexible security allowing segmentation and distribution of master datamanagement across a larger team.

Advanced tools for querying, analyzing and comparing structures andattributes

Audit tracking of all structure and attribute changes to track whochanged what-when for compliance

Evaluating change over time with version control and version rollbackto anypoint in time

Advanced automated tools to streamline the maintenance andmanagement ofmaster data including importing, blending of changesto structures and attributes. Allows creation of new tailoredapplications w/o incurring additional maintenance and reconcilationcosts.

MDM Standard Presentation

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