Transcript Rapid Hyperion Planning Deployment

HyJump: Hyperion Planning
Rapid Hyperion Planning Deployments
Presented By: Mike Cochran
[email protected]
(614) 436-9382
www.tusc.com
July 15 / Slide 1 / Rapid Hyperion Planning Deployments
Agenda
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Hyperion Planning Overview
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HyJump Rapid Deployment
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HyJump Templates/Accelerators

HyJump “Base Foundation”
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Solution Functionality Matrix
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HyJump Optional “Planning Functionality Blocks”
July 15 / Slide 2 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: The Business Challenge
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Reduce budgeting / forecasting cycles
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Produce timely and accurate reporting to management
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Respond quickly to material events and recast budgets/forecasts
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Fully integrate solution with general ledger
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Provide correct level of granularity to facilitate business decisions
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Provide audit trails and compliance
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Reduce cost of ownership (process and resources)
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Alignment of individual departments and business unit plans with
company objectives
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Visibility into assumptions used to derive the budget/forecast
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Provide consistent, central location for business and mapping logic
July 15 / Slide 3 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Standardize the Planning Process
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Hyperion Planning facilitate the
relationship between people and
processes throughout the
budgeting cycle.
Supports a “closed-loop” approach
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Goal and objective setting
Advanced modeling
Track/Audit adjustments
Progress monitoring
Application of business rule logic
Analysis/Reporting
Interfaces
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Web-based
MS Office integration
Centralized Administration
Hyperion Planning provides the core
technology required to establish a cadence
of control and predictability to your Budgeting and Forecasting Process.
July 15 / Slide 4 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: The Value Proposition
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Enhances forecasting capabilities beyond Excel or Essbase/Excel
environments
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Simplifies data input & use
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Provides robust data integration
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Establishes a framework for flexible, rules-based plan modeling
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Supports a scalable web-based infrastructure with an intuitive interface
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Provides an integrated environment with a sophisticated reporting,
security and auditing layer
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Lays the foundation for process establishment and reporting
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Provides add-on modules to address specific business functions
(i.e. workforce planning and capital asset planning)
July 15 / Slide 5 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Integrated Business Planning Solution
EPM Workspace
CORE FINANCIAL PLANS
Income
Statement
Balance
Sheet
Cashflow
SPECIALIZED MODULES
Workforce
Planning
CapEx
Planning
OPERATIONAL PLANS
Sales
Planning
Marketing
Planning
Projects
Planning
IT Planning
Hyperion Planning Application
Essbase Business Analytics Server
Data Warehouses
Transactional Systems
Performance Management
Applications
July 15 / Slide 6 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Workforce & Capital Asset Modules
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Seamless integration with core Planning applications
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Pre-built functionality incorporating best practices
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Simplified implementation & reduced maintenance costs
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Fully customizable to suit your business needs
July 15 / Slide 7 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Workforce Planning
Control and accurately plan your biggest expense – Labor
• Supports headcount, salary and
compensation planning
• Assess real-time business
impact of salaries and
associated workforce decisions
• Add, edit and delete employees
and new hires
• Integrates with HR systems
July 15 / Slide 8 / Rapid Hyperion Planning Deployments
Hyperion Planning Overview: Capital Asset Planning
Supports planning the acquisition, lifecycle management
and retirement of capital assets
• Immediate income statement,
balance sheet and cash flow
impact analysis
• Manage assets – improve,
transfer, retire
• Plan for asset purchases and
asset-related expenses
July 15 / Slide 9 / Rapid Hyperion Planning Deployments
HyJump Rapid Deployment: Solution Overview
Combining Hyperion’s enterprise class planning
solution with TUSC’s HyJump Rapid Deployment
Methodology to accelerate your companies planning
implementation.
Hyperion
Planning
HyJump
Methodology
July 15 / Slide 10 / Rapid Hyperion Planning Deployments
HyJump Rapid Deployment: Solution Overview
HyJump - Hyperion Planning
Solution Cost
Reduction
Enterprise-Class
Solution Delivery
Application Hosting &
Support
HyJump is a rapid development approach that enables TUSC clients to leverage a repository of
pre-built templates, database models, and reference architectures to deploy ala carte Hyperion
Planning solutions at a fraction of the cost, time, and resources.
July 15 / Slide 11 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Collateral Overview
TUSC’s HyJump Methodology in conjunction with Hyperion Planning extend an
organization’s visibility and capacity to model the underlying factors that drive
business today as well as those that will impact the business tomorrow.
HyJump Templates/Accelerators
• Reference Architectures
•Data Models (Essbase)
• Web-based Planning Forms
• Driver-based Business Logic
• Data Extraction Packages (i.e. General Ledger)
• Reports
July 15 / Slide 12 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Reference Architectures
Representative architectures that ensure optimal configuration of your
Hyperion Planning investment.
Benefits
Application Server Farm
 Validates IT investment in HW
Load Balancer
HTTP
Web Application (J2EE)
HTTP Server 1
J2EE Server 1
HTTP Server 2
J2EE Server 2
Load Balancer 1
Load Balancer 2
F I R E W A L L
 Plans for Scalability
F I R E W A L L
 Ensures Stability
Web / Presentation Server Farm
Application
Server 1
Application
Server 3
Application
Server 2
Application
Server 4
OLAP Server
RDBMS Server
 Promotes System Performance
N+1 Data Cluster
Web / Presentation Layer
Application Server Layer
Data Layer
HP ProLiant
BL460c
HP ProLiant
BL480c
UID
UID
CONTENT SWITCH
NIC
1
p5
p5
AWSPRIB00001018
AWSPRIB00001020
IBM p510
4 x Dual Core CPU
8 GB RAM
Shared Services,
Analytic Administration
Services
Planning Web
SmartView Provider
NIC
1
NIC
2
NIC
2
NIC
3
NIC
4
WAPPRIB00001187
HP BL25p G2
2 x AMD Dual Core CPU
4 GB RAM
Windows 2003 Server
Planning DCOM
Hyperion Application Link
WAPPRIB00001186
HP BL45p G2
4 x AMD Dual Core CPU
4 GB RAM
Windows 2003 Server
Analytic Services
(Essbase)
Hyperion License Server
SQL Server Repository
WSQLRIB00001109
July 15 / Slide 13 / Rapid Hyperion Planning Deployments
SAN
HyJump Templates/Accelerators: Data Models
July 15 / Slide 14 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Web-based Planning Forms
Actuals are
protected from
user input
Qtr/Annual values can
be input (monthly
values automatically
adjusted)
Expected Forecast input
values highlighted
(remainder calc)
New Volume from each month
is amortized to show the
monthly interest and remaining
balance for each month (where
amounts from each month
overlap and must be combined)
July 15 / Slide 15 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Driver-based Business Logic
A given product may
require blended
assumptions about rate
and term to properly
calculate FTP
July 15 / Slide 16 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Data Extraction Packages
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Data extraction templates used to:
Automate dimensional feeds from G/L
 Automate data feeds from G/L
 Automate extract of budget/forecast
to feed back to G/L
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Configurable
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Customizable
July 15 / Slide 17 / Rapid Hyperion Planning Deployments
HyJump Templates/Accelerators: Reports
July 15 / Slide 18 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Plan
Iterative
Train
Methodology Benefits
• Immediate and constant return on investment
• Shortened development time per iteration
• Quicker user acceptance
• Maintainability of technical architecture in an iterative fashion
• React to requirement and scope changes faster
• Manageability of resources and deliverables
The HyJump Development
Methodology employs an
iterative/phased approach.
This philosophy delivers
immediate and tangible
benefits in the context of an
enterprise architected
solution. The methodology
enables organizations to
build upon iterative
successes, realize a healthy
return on investment, and
satisfy changing business
needs.
July 15 / Slide 19 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Typical Project Timeline = 3 months
July 15 / Slide 20 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
The Project Planning and Initiation phase focuses on establishing the foundation for conducting a
successful implementation. This includes establishing the parameters around how the project
will be conducted and managed. These are critical factors to ensure that the project team is
operating as a cohesive team driving to one common goal.
Activities
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Key Deliverables
Identify project stakeholders
Identify project steering committee
Identify project implementation team; internal and external
Establish project goals, objectives and scope
Identify project risks and mitigation strategies
Define the project management structure; project governance, status
reporting, issue reporting & resolution, project tracking, communication
strategies, change management
Finalize project plan
Establish development & test environments
Conduct project kickoff meeting
Gather functional and technical requirements
Project charter documentation
Project plan
• Project Kick-off meeting
• Hardware & software computing environments
• Requirements documentation
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Milestones
Project charter signoff
• Requirements signoff
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July 15 / Slide 21 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
During the System Design phase, the business and technical requirements are decomposed to
their core components and prioritized. A system design is then developed that includes
infrastructure, architecture, data integration, user interface and business process components.
Activities
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Key Deliverables
Conduct design sessions
Design system architecture
Design data sourcing strategy
Design data integration (ETL)
Design database (dimensions, hierarchies, consolidation attributes, etc.)
Design input forms, user variables and substitution variables
Design business rules
Design security components
Design reporting and user interfaces
Design administration and maintenance strategy
Design automation strategy
Design disaster recovery strategy
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Detailed system design documentation
Prototype of system components
Internal and external team cooperation
Milestones
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Signoff on detailed design
July 15 / Slide 22 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
As the name implies, the System Build phase consists of execution by the project team of those
tasks associated with building all the system components. The detailed design established in the
System Design phase is used to govern the build efforts. Deviations from the detailed design will
be managed in order to govern the project scope, timelines and success.
Activities
Key Deliverables
• Construction of the data integration layer utilizing ODI
• Constructed data integration layer
• Construction of the Planning Application components including
• Constructed Planning application, database
the application settings, substitution variables, dimensions &
hierarchies, member formulas, web forms and application
security
• Construction of Planning business rules & runtime prompts
• Construction formal reporting packages
• Construction of task lists and workflow
• Unit testing of all system components
and business rules
• Constructed reports and user interface
• Knowledge transfer
Milestones
• Signoff on system build
July 15 / Slide 23 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
The System Testing & Tuning phase is initiated upon receiving signoff on the components built
during the System Build phase. The testing efforts are conducted first as a formal system test to
ensure operability of all system components collectively. Next acceptance testing is conducted
by a representative user group to ensure satisfactory alignment with the functional and technical
requirements. Finally tuning efforts ensure the optimal system performance.
Activities
Key Deliverables
Define system test strategy
• Develop system test cases/scripts
• Conduct system test
• Resolve issues identified during system test
• Complete system test subsequent to issue resolution
• Assemble acceptance test team
• Develop acceptance test cases/scripts
• Conduct acceptance testing
• Application tuning
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System test cases/scripts
Completed system test
• Acceptance test cases/scripts
• Training documentation
• Completed acceptance test
• Optimally tuned system
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Milestones
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System test signoff
Acceptance test signoff
July 15 / Slide 24 / Rapid Hyperion Planning Deployments
HyJump “Base Foundation”: Project Execution Plan
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
The System Deployment phase is initiated upon receiving sign-off from the system testing and
user acceptance testing teams. The activities associated with deploying the application and
creating training materials for the user are handled in parallel. After the application is
successfully deployed, user training is completed and the application is made available for use.
Activities
Key Deliverables
• Migrate Planning metadata to production repository
• Migrate Business rules to production repository
• Migrate application settings to production environment
• Import users and security to production repository
• Application migrated to production
• Application loaded and consolidated with
production data
• Trained user community
• Load production data
• Consolidate database
• Verify functionality
• Create training materials
Milestones
• Conduct user training session
• Project deployment sign-off
• Post implementation review
July 15 / Slide 25 / Rapid Hyperion Planning Deployments
HyJump Rapid Deployment: The Value Proposition
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Allows organizations to realize immediate cost savings through an
accelerated implementation.
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Establishes a budget conscious methodology that deploys Hyperion
Planning’s base functionality (HyJump’s “Base Foundation”) to satisfy
core functional requirements.
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Promotes the selection, inclusion, and customization of additional
Hyperion Planning functionality through HyJump’s “Planning
Functionality Blocks”.
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Facilitates a phased approach in which knowledge transfer is conducted
whereby clients assume ownership of future project phases; reducing
dependency on external services and associated costs.
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Utilizes pre-built, customizable templates (models, forms, reports and
business logic) reducing development cycles and project cost.
July 15 / Slide 26 / Rapid Hyperion Planning Deployments
HyJump Options
“Planning Functionality Blocks”
July 15 / Slide 27 / Rapid Hyperion Planning Deployments
Optional “Planning Functionality Blocks”: Extended Modules
The ‘Extended Modules Option’ enables organizations to augment the
functionality delivered by the HyJump Base Foundation by extending the
solution to include the Workforce and Capital Asset planning modules,
additional reports and integration of 2 additional data sources.
 Deliverables
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15 additional reports
2 additional data source integration
Currency Conversion
Workforce Planning
Capital Asset Planning
 Resources
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1 Data Integrator %100
2 Planning Architects %100
1 Reporting Architect %75
2 internal SMEs %50
July 15 / Slide 28 / Rapid Hyperion Planning Deployments
Optional “Planning Functionality Blocks”: Extended Modeling
The ‘Extended Modeling Option’ allows organizations to augment the
functionality provided by the HyJump Base Foundation solution by
integrating the business logic contained within 2 spreadsheet models in
addition to the development of a driver-based planning methodology.
 Deliverables
15 business rules
 Driver-based planning
 2 integrated spreadsheet models
 2 additional custom dimensions
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 Resources
1 Planning Architect %100
 1 Reporting Architect %75
 1 Data Integrator %100
 2 internal SMEs %75
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July 15 / Slide 29 / Rapid Hyperion Planning Deployments
Optional “Planning Functionality Blocks”: Extended Integration
The ‘Extended Integration Option’ allows organizations to augment the
functionality provided by the HyJump Base Foundation solution by
increasing the number of integrated data sources and by providing
additional financial reports.
 Deliverables
2 additional custom dimensions
 2 additional data sources integrated
 15 additional reports
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 Resources
1 Reporting Architect %75
 1 Data Integrator %100
 1 internal SME %100
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July 15 / Slide 30 / Rapid Hyperion Planning Deployments
Optional “Planning Functionality Blocks”: Extended Reporting
The ‘Extended Reporting Option’ allows organizations to augment the
functionality provided by the HyJump Base Foundation solution by
increasing reporting and analysis capabilities through the deployment of
additional financial reports and dashboards.
 Deliverables
10 dashboard reports (Web Analysis)
 15 additional reports
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 Resources
1 Reporting Architect %100
 2 internal SME %50
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July 15 / Slide 31 / Rapid Hyperion Planning Deployments
HyJump Rapid Deployment: Solution Functionality Matrix
HyJump “Base Foundation”
Solution: $197,000 / 12 weeks
July 15 / Slide 32 / Rapid Hyperion Planning Deployments
Contact Information
Mike Cochran
[email protected]
(614) 436-9382
www.tusc.com
July 15 / Slide 33 / Rapid Hyperion Planning Deployments