Hyperion - IBANK

Apr 25, 2014 / Slide 1 / Rapid Hyperion Planning Deployments
Hyperion PlanningHyperion Planning
Rapid Hyperion Planning Deployments
Presented By: Siva Narayana
University of Wealth
www.universityofwealth.com

AgendaAgenda
 Hyperion Planning Overview
 Hyperion Rapid Deployment
 Hyperion Templates/Accelerators
 Hyperion “Base Foundation”
 Solution Functionality Matrix
 Hyperion Optional “Planning Functionality Blocks”

Hyperion Planning Overview:Hyperion Planning Overview: The Business ChallengeThe Business Challenge
 Reduce budgeting / forecasting cycles
 Produce timely and accurate reporting to management
 Respond quickly to material events and recast budgets/forecasts
 Fully integrate solution with general ledger
 Provide correct level of granularity to facilitate business decisions
 Provide audit trails and compliance
 Reduce cost of ownership (process and resources)
 Alignment of individual departments and business unit plans with
company objectives
 Visibility into assumptions used to derive the budget/forecast
 Provide consistent, central location for business and mapping logic

Hyperion Planning Overview:Hyperion Planning Overview: Standardize the Planning ProcessStandardize the Planning Process
 Hyperion Planning facilitate the
relationship between people and
processes throughout the
budgeting cycle.
 Supports a “closed-loop” approach
 Goal and objective setting
 Advanced modeling
 Track/Audit adjustments
 Progress monitoring
 Application of business rule logic
 Analysis/Reporting
 Interfaces
 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.

Hyperion Planning Overview:Hyperion Planning Overview: The Value PropositionThe Value Proposition
 Enhances forecasting capabilities beyond Excel or Essbase/Excel
environments
 Simplifies data input & use
 Provides robust data integration
 Establishes a framework for flexible, rules-based plan modeling
 Supports a scalable web-based infrastructure with an intuitive interface
 Provides an integrated environment with a sophisticated reporting,
security and auditing layer
 Lays the foundation for process establishment and reporting
 Provides add-on modules to address specific business functions
(i.e. workforce planning and capital asset planning)

Hyperion Planning Overview:Hyperion Planning Overview: Integrated Business Planning SolutionIntegrated Business Planning Solution
Income
Statement
Balance
Sheet Cashflow
CORE FINANCIAL PLANS
Workforce
Planning
CapEx
Planning
SPECIALIZED MODULES
Sales
Planning
OPERATIONAL PLANS
Projects
Planning
Marketing
Planning
IT Planning
Essbase Business Analytics Server
Hyperion Planning Application
Data Warehouses Transactional Systems Performance Management
Applications
EPM Workspace

Hyperion Planning Overview:Hyperion Planning Overview: Workforce & Capital Asset ModulesWorkforce & Capital Asset Modules
 Seamless integration with core Planning applications
 Pre-built functionality incorporating best practices
 Simplified implementation & reduced maintenance costs
 Fully customizable to suit your business needs

Hyperion Planning Overview:Hyperion Planning Overview: Workforce PlanningWorkforce 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

Hyperion Planning Overview:Hyperion Planning Overview: Capital Asset PlanningCapital 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

HyJump Rapid Deployment:HyJump Rapid Deployment: Solution OverviewSolution Overview
Combining Hyperion’s enterprise class planning
solution with Rapid Deployment Methodology to
accelerate your companies planning implementation.
Hyperion
Planning
Rapid Deploy
Methodology

Solution Cost
Reduction
Enterprise-Class
Solution Delivery
Application Hosting &
Support
Hyperion Planning
HyJump Rapid Deployment:HyJump Rapid Deployment: Solution OverviewSolution Overview
Rapid development approach that enables TUSW clients to leverage a repository of pre-built
templates, database models, and reference architectures to deploy Hyperion Planning solutions
at a fraction of the cost, time, and resources.

• Reference Architectures
• Data Models (Essbase)
• Web-based Planning Forms
• Driver-based Business Logic
• Data Extraction Packages (i.e. General Ledger)
• Reports
Templates/Accelerators
TUSW’s Rapid Deployement 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.
Templates/Accelerators:Templates/Accelerators: Collateral OverviewCollateral Overview

Representative architectures that ensure optimal configuration of your
Hyperion Planning investment.
Benefits
 Ensures Stability
 Plans for Scalability
 Validates IT investment in HW
 Promotes System Performance
Templates/Accelerators:Templates/Accelerators: Reference ArchitecturesReference Architectures

Templates/Accelerators:Templates/Accelerators: Data ModelsData Models

Actuals are
protected from
user input
Actuals are
protected from
user input
Qtr/Annual values can
be input (monthly
values automatically
adjusted)
Qtr/Annual values can
be input (monthly
values automatically
adjusted)
Expected Forecast input
values highlighted
(remainder calc)
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)
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)
Templates/Accelerators:Templates/Accelerators: Web-based Planning FormsWeb-based Planning Forms

A given product may
require blended
assumptions about rate
and term to properly
calculate FTP
A given product may
require blended
assumptions about rate
and term to properly
calculate FTP
Templates/Accelerators:Templates/Accelerators: Driver-based Business LogicDriver-based Business Logic

 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
 Configurable
 Customizable
Templates/Accelerators:Templates/Accelerators: Data Extraction PackagesData Extraction Packages

Templates/Accelerators:Templates/Accelerators: ReportsReports

Plan
Design
Build
Test
Deploy
M
aintain
Train
Production
Iterative
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 Radid 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.
““NHS Foundation”:NHS Foundation”: Project Execution PlanProject Execution Plan

Typical Project Timeline = 3 months

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 Key Deliverables
Milestones
• Project charter documentation
• Project plan
• Project Kick-off meeting
• Hardware & software computing environments
• Requirements documentation
• 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 signoff
• Requirements signoff
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.
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
Milestones
• Detailed system design documentation
• Prototype of system components
• Internal and external team cooperation
• 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
• Signoff on detailed design

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.
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment
Milestones
• Constructed data integration layer
• Constructed Planning application, database
and business rules
• Constructed reports and user interface
• Knowledge transfer
• Construction of the data integration layer utilizing ODI
• Construction of the Planning Application components including
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
• Signoff on system build

Milestones
• System test cases/scripts
• Completed system test
• Acceptance test cases/scripts
• Training documentation
• Completed acceptance test
• Optimally tuned system
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.
• 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
• System test signoff
• Acceptance test signoff
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment

Milestones
• Application migrated to production
• Application loaded and consolidated with
production data
• Trained user community
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.
• 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
• Load production data
• Consolidate database
• Verify functionality
• Create training materials
• Conduct user training session
• Project deployment sign-off
• Post implementation review
Project Planning
& Initiation
System
Design
System
Build
Testing &
Tuning
System
Deployment

Rapid Deployment:Rapid Deployment: The Value PropositionThe Value Proposition
 Allows organizations to realize immediate cost savings through an
accelerated implementation.
 Establishes a budget conscious methodology that deploys Hyperion
Planning’s base functionality (Rapid “NHS Foundation”) to satisfy core
functional requirements.
 Promotes the selection, inclusion, and customization of additional
Hyperion Planning functionality through Rapid “Planning Functionality
Blocks”.
 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
business logic) reducing development cycles and project cost.

OptionsOptions
““Planning Functionality Blocks”Planning Functionality Blocks”

Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ModulesExtended Modules
The ‘Extended Modules Option’ enables organizations to augment the
functionality delivered by the 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
 15 additional reports
 2 additional data source integration
 Currency Conversion
 Workforce Planning
 Capital Asset Planning
 Resources
 1 Data Integrator %100
 2 Planning Architects %100
 1 Reporting Architect %75
 2 internal SMEs %50

The ‘Extended Modeling Option’ allows organizations to augment the
functionality provided by the 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
 Resources
 1 Planning Architect %100
 2 internal SMEs %75
Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ModelingExtended Modeling

The ‘Extended Integration Option’ allows organizations to augment the
functionality provided by the 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
 Resources
 1 internal SME %100
Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended IntegrationExtended Integration

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)
 Resources
 2 internal SME %50
Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ReportingExtended Reporting

Rapid Deployment:Rapid Deployment: Solution Functionality MatrixSolution Functionality Matrix
“Base Foundation” Solution:
$197,000 / 12 weeks

Contact Information
Dr. Siva Narayana PhD, FCMA, ACA
University of Wealth
07474222079 / 07446254923
www.universityofwealth.com

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