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Global Sponsor Oracle EPM on Exalytics Leveraging the Power of Exalytics in Retail
2Copyright © 2014 Deloitte Development LLC. All rights reserved. Contents Introduction Exalytics Overview Client & Project Background Reporting Solution Budgeting & Forecasting Solution EPM on Exalytics Highlights
3Copyright © 2014 Deloitte Development LLC. All rights reserved. Senior Manager Deloitte Consulting, LLP Performance Management Technology Chuck is a Senior Manager in Deloitte’s Performance Management Technology (PMT) Practice with over 18 years of experience in corporate finance, reporting, analysis, planning and forecasting. Chuck has over 15 years of experience developing, implementing and managing Oracle EPM products including Essbase, Planning, Hyperion Financial Management as well as peripheral support products and legacy products. Chuck also accumulated 13 years of experience in financial services including investment banking, retail banking, mortgage banking and commercial banking. firstname.lastname@example.org Chuck Wilson Manager Deloitte Consulting, LLP Performance Management Technology Mr. Sheppard has over twelve years experience implementing the Oracle Hyperion product suite. He is aligned with the Performance Management Technology capability in Deloitte, and is focused on delivering technology solutions to the finance department. Prior to consulting, Mr. Sheppard held corporate finance roles including Director of FP&A at a public company. He specializes in solving complex business problems with hands-on experience in application design & development, requirements gathering, design, end user training, and user acceptance testing, and performance reporting email@example.com. Rob Sheppard Chuck & Rob have a combined 30 years of experience managing and implementing Oracle EPM Presenting Today
4Copyright © 2014 Deloitte Development LLC. All rights reserved. 3 Over 400 Referenceable Implementations $89/hour Blended Billing Rate $32.2M NA License Revenue Influence 1,000+ Hours invested in co- Selling Activities Largest Dedicated SI Practice 410 Practitioners 213 US / 197 USI #1 EPM #1 Business Intelligence #1 Engineered Systems $36.6m Engineered Systems Influenced Revenue Deloitte & Oracle
6Copyright © 2014 Deloitte Development LLC. All rights reserved. Oracle Exalytics In-Memory Planning & Profitability Analysis Highly accelerated planning cycles –Recalculate cubes in Minutes vs. Hours –Restructure cubes in Minutes vs. Hours –More granular scenarios, more powerful what-if modeling Deeper cost & profitability analyses –Up to 80x Faster Reads, Up to 20x Faster Writes & up to 5x more Concurrency –Deeper structures, more dimensions, and complex allocations Fully certified to work with Oracle Hyperion Planning In-Memory Cache Essbase Planning Engine Smart Storage Manager Lock Manager Exalytics In-Memory Machine
7Copyright © 2014 Deloitte Development LLC. All rights reserved. Exalytics X3-4 Configuration Enhancements & performance optimizations for BIFS and TimesTen New capabilities for BI Publisher New certifications 2TB of DRAM (2x memory) 40 Processor Cores 2.4TB Flash Storage Capacity 5.4TB of HDD capacity (50% more hard drive capacity) Software*Hardware +
Client & Project Background
9Copyright © 2014 Deloitte Development LLC. All rights reserved. Retail Client Background Major Omnichannel Retailer Sales: Over $20 Billion Locations: Over 750 stores as well as a major on-line presence Employees: Over 175,000 regular employees, up to 300,000 during the holiday season
10Copyright © 2014 Deloitte Development LLC. All rights reserved. General Ledger Main frame GL almost 30 years old Management Reporting Legacy non-standard reporting package Limited integration Minimal to no query on demand / MS Office integration Budgeting & Forecasting Legacy custom built application 20 years old Limited support Budget/Forecast data collection only Heavily dependent on Excel templates and supplementary schedules General Ledger Oracle eBS General Ledger Management Reporting Oracle Essbase ASO reporting application Hyperion Financial Reports for formatted management reports User driven query and analysis via Smart View for MS Office G/L drill through via FDMEE Budgeting & Forecasting Hyperion Planning foundational budget collection application Integrated Forecasting model Full integration with actual data Long term goal driver based forecasting Client engaged in a multi-year program to modernize their aging financial systems environment The Situation Legacy StateFuture State
11Copyright © 2014 Deloitte Development LLC. All rights reserved. Initial implementation will result in a foundational management reporting and budgeting solution to replace legacy tools and prepare for more advance forecasting in the future Oracle EPM on Exalytics Implementation 2012201320142015 Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4 Oracle eBS Implementation Management Reporting Essbase Application Development Report Development (Phased Roll-out) Budgeting Solution Application Development Phased Roll-out Forecasting Interim Solution Forecast Consolidation Solution Forecasting model road mapping Milestone Oracle EPM Foundation Implementation
12Copyright © 2014 Deloitte Development LLC. All rights reserved. The client is leveraging an existing Oracle Exalytics environment to meet challenging requirements Key Requirements Dimensionality Integration with Budgeting & Actuals Consolidation of current divisional excel forecast models Group forecasting sand-box ability Foundation for future state driver based rolling forecast Forecasting Full EPM integration with source systems Drill back to Oracle EBS G/L from reports Frequent intra-day integration between EPM applications Integration Over 8,000 Accounts Up to 6,500 responsibility Entities 1,000+ Locations 300,000 Employees actual reporting Budgeting Budgeting at valid combination line item level (340K) Weekly Sales by Location Weekly Workforce planning Monthly G&A planning
13Copyright © 2014 Deloitte Development LLC. All rights reserved. Dimensionality is shared across Essbase and Planning applications Dimensions Column heading, Arial bold # Members – Total# Members - Stored Division Balancing segment – Brand and Channel division1811 Account Financial line items Work Center organizational segmentation 8,5057,171 Functional Division P&L and related working capital accounts. Types of expenses: COS, Non payroll, payroll. 494477 Responsibility Management responsibility hierarchy (similar to Entity)6,7406,360 Location Physical locations (Stores, Corporate locations, Region/District hierarchy3,7441,182 Department Selected non retail areas – i.e Cost Dept, Workroom Dept, License Dept2,7341,853 Data Type Data types such as ($, AWW, FTE, Comp, Non-Comp, Percent of sales…)1817 Area Retail area i.e luggage, shoes etc..811808 Ratios Key performance measures and other calculated amounts1312 Standard Dimensions Scenario Version Year Period 15 4 8 61 13 3 7 60
15Copyright © 2014 Deloitte Development LLC. All rights reserved. Reporting Solution Overview Oracle eBS FDMEE DRM Essbase ASO Application −14 Dimensions −Up to 6,000 view users −Approximately 150 Financial Reports FDMEE −Valid combination mapping eBS to Essbase −Mapping of 340K CC to Responsibility −Facilitate drill back to G/L DRM −Financial Dimension Hierarchies −eBS Mapping Source The entire EPM suite including Planning is installed on a single virtualized Exalytics instance
16Copyright © 2014 Deloitte Development LLC. All rights reserved. The custom dimensions represented in the Essbase & Planning outlines represent segments in the Oracle eBS code block Chart of Account and Dimensionality 61-06150000-0101-610003-091901-0000 Division Account Functional Division Division/ Location Department Area Organization Manages at the Valid Code Combination (zero level intersections in Essbase) Responsibility dimension member assigned to each valid code combination −Mapping maintained in DRM with data mapped to a Responsibility on load via FDMEE −FDMEE enable drill back to Oracle journal details 350,000 code combinations & 69,000,000 aggregate cells present a performance challenge
17Copyright © 2014 Deloitte Development LLC. All rights reserved. A phased roll-out of the reporting solution will be complete in Fall 2014 Reporting Solution Wrap Up Full application aggregation ranging 2 to 6 minutes Majority of reports even large complex reports run in under 1 minute Users will have extensive analytic capability with user driven drill back into the general ledger Centralized repository including detailed actuals, budget & forecast data Key Results and Facts Exalytics has enabled a high performance scalable EPM environment
Budgeting & Forecasting Solution
19Copyright © 2014 Deloitte Development LLC. All rights reserved. Budgeting/Forecasting Solution Overview Oracle eBS FDMEE DRM Planning BSO Monthly Application −14 Dimensions −Approximately 1,500 planning users Planning BSO Weekly Application −16 Dimensions −By Employee Planning capabilities FDMEE −Valid combination mapping eBS to Planning −Facilitate drill back to G/L DRM −Financial Dimension Hierarchies −eBS Mapping Source The entire EPM suite including Planning is installed on a single virtualized Exalytics instance Monthly Weekly PeopleSoft
20Copyright © 2014 Deloitte Development LLC. All rights reserved. Planning Utilizing “Valid” Flag Client requires valid zero level intersections to populate web form based on upper level selection On current Exalytics environment 90% of selection load in 1 to 5 seconds Cross dimension exception limit security as an option Users not expected to know or select individual dimensions −Plan by line item not intersection −Explored single dimension ASO Plan Type Created “Valid for Plan” flag in Data Type dimension −Valid combinations loaded with “1” Forms driven by Page dimension selection −Valid flag in hidden column −All zero level descendants of all 5 relevant code combination dimensions −Rows populated by suppression
21Copyright © 2014 Deloitte Development LLC. All rights reserved. Planners have the option to plan headcount by individual or plan by total headcount Payroll Planning & Reporting Plan Full Time Equivalents & Average Weekly Wage by week Positive or negative amounts (turnover/vacancy planning) Initiate Roster Populates the roster for the given code combination Populates the default values fro merit increase %, Merit increase start week, these default vary by division After form populates, defaults can be adjusted Add new employees, transfers, either positive or negative (for turnover/vacancy planning) Planning by Headcount Planning by Individual Total of by individual & Full Time Equivalents planning populate the Work Center totals Ability to report data at the individual & Full Time Equivalent level for both Actuals & Plan data Dynamic Payroll % to sales calculation built into the application Total Payroll
22Copyright © 2014 Deloitte Development LLC. All rights reserved. Payroll planning and reporting is distributed between an ASO application and a BSO plan type Payroll Planning & Reporting Data input to Planning BSO by user base Latest actuals used for Base Salary / Base Rate amounts Default merit increase rates, effective dates maintained by planning administrators Defaults can be varied by corporate division Payroll Planning ASO reporting cube updated nightly from relational table & BSO planning app Reports available for Cost Center totals Reports available for Cost Center Employee detail Includes data feeds from PeopleSoft & Journal Entries from the G/L Payroll Reporting
23Copyright © 2014 Deloitte Development LLC. All rights reserved. Faster Load Times Both data and metadata ASO Planning XWrite limitations Versioning limitations Dynamic Comp Sales Calculation Other dynamic calculations Simplifies report building Ability to accommodate large dimensions Large drill downs execute faster Chart of Accounts No defined “Account” or “Entity” dimension in the source chart, mixed across other dimensions 350K code combinations Sparse data “Valid Combination” issues 300K Employees Used for Actuals Lots of maintenance due to seasonal turnover 5,000 users Responsibility – mapped dimension Not built into existing hierarchies Frequent changes cause remapping issues The benefits of implementing Hyperion Planning on Exalytics potentially address multiple complex requirement Benefits & Challenges Potential BenefitsChallenges
EPM on Exalytics Highlights
25Copyright © 2014 Deloitte Development LLC. All rights reserved. Monthly Reporting (BSO) Weekly Reporting (ASO) Planning (ASO) Total Solution MonthlyWeekly Includes Weekly Sales & Payroll, both Plan & Actual, with employee detail Source Data & Metadata
26Copyright © 2014 Deloitte Development LLC. All rights reserved. EPM 184.108.40.206 on Exalytics Highlights Below are some of the key findings that were discovered during Essbase and Planning development ESSBASE SSOPTIMIZEDGRIDPROCESSING – Speeds up retrievals Hour glass on a stick dimension ordering – still applies Initially more dramatic improvement in ASO 220.127.116.11 “unlimited” data and index caches.500 release delivered Hybrid Aggregation PLANNING.500 Patch – better performance than base release −Speeds up forms −Enhanced calculation manager features ◦Integrates Essbase & Planning configuration ◦Write calc scripts in calculation manager, save to EAS −JVM is more stable ◦Better garbage collection ◦Better memory management Biggest gains in performance came after the.500 patch release
27Copyright © 2014 Deloitte Development LLC. All rights reserved. Compelling argument for considering Exalytics platform for EPM Conclusion Exalytics performance and capacity may reduce number of physical servers required 18.104.22.168.50X for Planning offers major scalability improvements especially on larger forms −1,000+ line forms possible (if you need it) −Extremely large outline supported Essbase performance (especially ASO) very good and improving New and promising features −Hybrid Aggregation! Stability was “shaky” on 22.214.171.124.0 but seems to be resolved on.500 −Consider utilizing Oracle or a certified Oracle partner for configuring Exalytics environment Not necessarily a blank check
28Copyright © 2014 Deloitte Development LLC. All rights reserved. Thank You! Questions?
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