Quality Results. From Many Completed Implementations

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Agenda

• Introduction

• What most companies currently use

• What is Essbase

• Essbase database concepts

• How Essbase data is consumed

• Typical Essbase topography

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Quality |

Results

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• Professional Services Firm

–

Professional Services firm focused on Oracle applications and

technology

–

Oracle Platinum Partner – Highest Level of certification

–

Specialized Pillar Partner in BI/EPM, EBS, CRM, and Core Technology

–

Over 400 successful Oracle implementations over the past 15 years

–

NY, PA, NJ, VA offices with Regional, Global, and International clients

–

100+ Consulting Resources

• Centers of Excellence across key solutions and industries

–

Solutions:

Oracle Applications, Technology, BI/EPM, and Managed

Services

–

Industries:

Financial, Professional, Business Services; Communications

and Media; Manufacturing; Distribution; Public Sector, Government;

Healthcare and Life Sciences

• BizTech Software Solutions :

BizTech Data Integrators, BizTech Insight

Accelerators, BizTech Reporting Foundation

• Oracle License Reseller

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

IDC and Oracle expert panel selected BizTech over Thousands of Oracle

partners, based on service delivery excellence to our clients



_{Proven Oracle Experience with the full portfolio of Oracle Solutions}

Global Implementation Partner

Oracle Titan Award

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Oracle Software Provider

Oracle Technology and Business Intelligence - End to end service offering in BI and EPM - Fully staffed team of Data Architects/DBAs - Solid experience in RAC, HA, and HS designs - Understand full Oracle technology stack

Clients Oracle Applications

- Full Portfolio of Oracle Applications Solutions - Implementation, Upgrade, Migration

- Since 1990 MPL6 to R12 Experience - Over 400 successful implementations

Managed Services and IT Outsourcing - Remote or Onsite services

- Full portfolio of Oracle Applications and Technologies

- World-Class Data Center with 24x7 Support - Instant capacity, operational focused model

Oracle Software Provider

- Full Portfolio of Oracle License Resell - Helps Clients Optimize License models - BI Software for the agile enterprise

- BizTech Data Integrators - BizTech Insight Accelerators - BizTech Reporting Foundation Oracle Applications Managed Services ITO Oracle Technology BI/EPM

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• Excel was never

designed for complex

calculations.

• Its error-prone and

difficult to audit

• Disconnected from

networks or backups

• Data Security Risks

• Doesn’t scale

• No controls / audit trails

• Multiple calculations

• Spreadsheets are

inefficient for more than

two dimensions

Most Modeling is Done Here!

It is great tool, but…

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• We typically look at more

than two dimensions

(multi-dimensional)

• So what do we do?

– Add more column headers!

• In our example:

– “Total” Market BY “Total” Product, Actual Sales for Qtr1 = 95,820

• !

Measures Time

Scenario

Market Product

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Multi-Dimensional = Multi-Sheet…

• Add a sheet for each brand

– 4 brands + Total = 5 Sheets

• The problem exacerbates…

• The result: HEADACHES

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Multi-Sheet = Nightmare

• How about by Brand and by Market?

– 5 Brands BY 500 Properties = 2500 Sheets!

• What about by Location too?

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The Solution is Essbase

• Essbase or "Extended Spread Sheet dataBASE“

• Developed to address the scalability issues

associated with spreadsheets such as Lotus

1-2-3 and Microsoft Excel

• OLAP Database (On-Line Analytical

Processing), Essbase features:

– Dimensional “cube” of information

– Defines the “BY’s” of the company (means Actual BY Profit BY Jan),

– Improves how you “see” the Business – Ability to “slice and dice” the data

• Essbase is commonly used to:

– Combine multiple sources of disparate data

– Analyze summarized data

– Do data modeling, “What If” and predictive analysis

– Satisfy the needs of a variety of users

• Executives, managers, analysts & other business users

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What is Essbase?

• The leading enterprise multi-dimensional

database engine in the world

– Provides real-time analytic infrastructure for business intelligence and enterprise performance management (EPM) applications.

– Engineered for scalability, security, and rapid-response. • Through an intuitive interface, business users

can manipulate large data sets to model complex scenarios, forecast outcomes, and perform

“what-if” analyses to identify trends and optimize business results.

• Essbase utilizes a multi-dimensional database. – Multi-dimensional database are usually queried

top-down – the user starts at the top and drills into dimensions of interest.

• An Essbase database is considered a “cube”, with each cube axis representing a different

dimension, or slice of the data (accounts, time, products, etc.)

– All possible data intersections are available to the user at a click of the mouse.

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Why use Essbase?

• Users typically use Essbase for:

–

Historical and forecasted performance

–

Budget variances

–

Variance and profitability analysis

–

Performance trends

–

Profitability metrics and Foreign Exchange impact

–

Generally any query using non-transactional data

• Users typically use Oracle Reports for:

–

Viewing individual transactions

–

Auditing GL entries

–

External reporting

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Reporting

Analysis

Which customers spend the most?

What did this customer buy?

What is the Q4 revenue forecast?

Which customers are most profitable?

What is the customer likely to buy next?

What if demand falls short of forecast?

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ERP Systems

Inflexible, slowly changing, long turnaround times

Lack forward looking data

(budget and/or forecast)

Slow Performance

Data Warehouse

Complicated data model

Poor query performance

Data latency

Excel

Multiple versions of the truth

Version control

Difficult to distribute

(email, file shares, SharePoint)

How using the wrong tools

impacts your business

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Hyperion Essbase

Data Forms Microsoft Excel

Hyperion Essbase

Financial Reports

Web Analysis

Data Sources

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RELATIONAL DATABASE MULTIDIMENSIONAL DATABASE

Data represented in tables without a hierarchy structure Data represented in a hierarchy structure across multiple dimensions

Does not account for sparsity of data Uses sparse / dense concept to reduce database size Have to write complex SQL statements extract data OLAP engine allows rapid retrieval via Excel addin Several tables have to be joined to create calculations Hierarchical nature of dimensions allows consolidations

and formula and calcuations scripts perform calculations

Queries to extract data take time and cannot easily be run by users

Data can easily and rapidly be extracted via Excel addin by users with minimal training

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Hyperion Essbase

• Multidimensional database management system (MDBMS) that provides a

multidimensional database platform upon which to build analytic applications.

• One Version of the Truth

• Speed-of-thought analysis for thousands of concurrent users

• Easy for users to consume data via spreadsheets

• Write-Back capability of data and Powerful calculation engine

• Scalable to enterprise-level user base

• Premium Performance & Optimized Storage • Ease of development, deployment and

maintenance.

• Stand Alone Application to eliminate spreadsheet reporting

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Hyperion Smart View

• Accounts love their Excel and

Oracle Understands this!

• Essbase features Ad-Hoc

Analytics via Excel via reports

or Drill through/back

• Use MS Office to enter,

analyze and report on

subsidiary data

• MS Excel add-in allowing

access on or off-line

• Users download forms to Excel

• Manipulate data just like

the full web client

• Synchronizes to server

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Year Quarter 2 April Quarter 1 January February March

Dimensions

• Technically

, a dimension is a

characteristic or an attribute of a

data set - a.k.a Metadata

• In reality

, Dimensions are

grouping

devices

for related “stuff”

• Some examples of dimensions are:

–

Time

–

Accounts

–

Departments

–

Products

–

Year

–

Scenario

–

Entity

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Ancestors Descendants

Alias

Parent Child

Member

Sibling

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Essbase allows you to present an “alternate” view of your main hierarchy. This is called an Alternate Hierarchy. Note: Children of alternate rollups are shared members.

“Salaries and Overtime Expenses” is an alternate hierarchy. It consolidates Salaries and Overtime only.

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Essbase Data-Tier

• Industry market leader in OLAP databases (based on revenue) • Strong analytic

calculation engine. • Security filters. • Script language for

automating processes like data calculations, and command

executions.

• Multi-dimensional data storage (MOLAP).

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Essbase

HFM

Consolidated Actual

ERP

Operational

Data

Warehouse

Historical

Planning

Budget & Forecast

HSF

Strategic

Others

CRM, Supply Chain

FDM ODI EAL FDM ODI FDM ODI ODI Classic Load Rule ODI FDM ODI

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Summary

Why Choose Oracle Hyperion Financial Essbase?

• Examine

– Review, analyze and model business scenarios in ways never imagined.

– Develop KPI’s, discover trends, gain deeper understanding of results

– All costs, revenues, payables, and issues effectively and efficiently

• Enhance

– ROI with quick implementation time and numerous out of the box calculations.

– Visibility into lines of business operating results with drill down and drill back capacity

– Ability to analyze and gauge results through improved performance metrics

– Scalability, company integration and entity –wide best practices

• Reduce

– Costs through improved transparency in the numbers

– Surprises, missed targets and budgets and unanswered questions about results

– Errors, data entry, control risk, reporting times, departmental overload

• Refine

– Reporting, accounting and review process

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“Every company claims they deliver quality at a good price,

why is BizTech the superior choice…”

• Oracle Platinum Partner

• Client First Philosophy

• Focused Mission

• Proven Methodology and Process Orientation

• Simple to engage and do business together

• Encompassing Ethics and Integrity

• Balanced Leadership Team

• Focused on YOUR industry area for over a decade

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Nestle Waters, Hyperion Essbase

Nestle Waters introduced Perrier® Sparkling Natural Mineral Water in North America, a beverage that launched a generation of bottled water drinkers. Perrier changed what people chose to drink, appealing to active, health-minded individuals.

Challenges:

• Financial data existed in multiple systems (SAP, Essbase, Access and Microsoft Excel files)

• Budgeting and Forecast not accounted for all segments of the business. Need for uniform budget and forecast process.

Solution:

• Hyperion Essbase solution. Robust system architecture allowed for simplified front-end interface

• Simple Microsoft Excel interface for data collection and reporting. End-user self-service architecture.

Results:

• Comprehensive consolidated financial reporting available through a single data source.

• Compressed monthly Close and Forecast cycles through efficiencies in process and data management.

• Fewer data discrepancies and consistency in financial reporting across business segments.

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Choose |

The Right Approach

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

BizTech leverages our proven methodology, RapidApp, on every

engagement

–

Phases

 Break the project into smaller, more manageable, sections of work

 Allow for “planned pauses” & overlap

–

Tasks & Actions

 _{Areas of concentration within a phase}  Not all will be performed on every project

–

Deliverables

 Formal work products requiring review and acceptance

 _{“Controlling” documents}

–

Policies & Procedures

 Project planning, progress tracking

 Status reporting

 _{Project scope definition and management}  Formal acceptance of deliverables

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The two most critical concerns for a

successful implementation:

PROVEN

APPROACH

EXPERIENCED

PRACTITIONERS

Prepare Configure Test Deploy Initial Planning Prepare Environment Define Project Launch Project Accelerator Prep Accelerator Magic Conference Room Pilots Superuser Training Go/No Go Decision Setup Test/ System Testing End User Training Setup Production Go Live! User Acceptance Testing

Project Mgmt, Quality Assurance, Knowledge Transfer

Prepare Test Scripts Prepare CRP Scripts Post-Go Live Support D D D

RapidApp Methodology

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RapidApp (cont.)

Phase 1: Prepare

• In the Prepare phase, our objective is to build your project mission and definition. We will build a roadmap and framework for the entire project.

• We define the scope and terms; identify people and resources, milestones and targets.

• We work with your project team to establish and communicate expectations for the project and perform baseline Oracle training.

– All implementation strategies are explored and decided upon during this phase.

• We will establish the base line technical infrastructure that will be necessary to complete the project.

– All of these elements are the basis for developing your project plan.

At the end of the prepare phase, the deliverables include:

• A definition of Scope, Objectives & Approach that will guide the project. • A RapidApp WBS that outlines all tasks as well as a resource plan.

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RapidApp (cont.)

Phase 2: Configure

• In the Configure phase, you’ll establish the boundaries of your project. • We will work with your team to capture your functional requirements and

translate those requirements into a technical design. The technical design

becomes the foundation against which we develop the data warehouse, ETL and dashboards.

• The conference room pilot at the end of the Configure phase will be the point at which we validate that the develop solution matches the defined requirements.

At the conclusion of the configure phase, you will have:

A definition of Scope, Objectives & Approach that will guide the project. • Application Functional Design specification document(s)

• Application Technical Design specification document(s)

• Conference Room Pilot Scripts that were used to validate the system

• A working non-production environment (data warehouse, ETL, dashboards and reports)

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RapidApp (cont.)

Phase 3: Test

• You’re going live soon, and we’re helping you prepare. We’re with you to update and configure the final system configuration.

• We’ll help you conduct system testing to ensure a smooth transition into production.

• We’ll also help you determine a training approach for your end users, design training material and a training environment, and conduct the training, if requested.

At the end of the test phase, the deliverables include:

• Documented Test Scripts that you used to test the system

• A complete end user training approach ready for rollout including Training Guides

• A fully tested, production-ready system. .

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RapidApp (cont.)

Phase 4: Deploy

• Your Oracle solution is live. As you make the transition, we can remain with you in a support role, helping to troubleshoot, teaching you how to maximize the value of your new system, and identifying any new opportunities to continue with the

transformation to an e-business company. At the end of this phase, you will have: • A System Configuration Document

• A Production Software Infrastructure Summary • A Deployment Plan

• Stopped doing your business processes in your legacy system.

• Moved all project support activities to your production support team. • Trained your end users.

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RapidApp: The Value Proposition

• Allows organizations to realize immediate cost savings through an

accelerated implementation.

• Establishes a budget conscious methodology that deploys functionality to

satisfy core functional requirements.

• Promotes the selection, inclusion, and customization of additional

functionality through additional discovery after your product is

implemented.

• 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.

• Utilizes pre-built, customizable templates (models, forms, reports and

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Architect

Lead

Associate

The Architect designs the solution, and is interacting with the work stream leads to ensure implementation approach is optimal.

The Leads are Subject Matter Experts, responsible for client interactions, requirements, ensuring Associates execute the work plan tasks and validates solution.

The Associate may be on-site or remote, executes the work plan tasks, unit test, and provides completed work to Lead for testing. Adds 3rd_{shift productivity to team.}

•

_{Maximizes value over traditional team approach}

•

_{Minimizes risk of single threaded SME approach}

Leveraging the Architect – Lead – Associate model yields

higher productivity at lower cost, which:

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