Orchestra Netwoks’ MDM for Oracle Hyperion EPM Applications is a single platform for managing all your dimensions and hierarchies. With built-in Oracle Hyperion models and unique hierarchy customization and management features - MDM for Hyperion provides you the tools you need to maintain dimensional consistency across organizational level, applications and time. With one-click integration to Hyperion Financial Management, Essbase and Planning, changes can be made once, in one place, rather than in multiple times in multiple HFM, Essbase or Planning instances. Unlike manual alternatives such as spreadsheets, the fine grained permissions provides you the flexibility to maintain audit controls and permissions on all, some, or none of your Hyperion metadata. With the built-in-workflow, you can define business rules and processes that govern how the individuals in your organization work together to create your dimensions. Lastly, the version control engine enables you to retrieve (and rollback) to prior versions of your dimensions and prototype new or future editions.

1. MDM for Oracle® Hyperion EPM
Enterprise-level Dimension Management for Oracle® Hyperion
Enterprise Performance Management Suite
A solution by Orchestra Networks
www.orchestranetworks.com/hyperion
HFM Essbase Planning
October 2012

2. Disclaimer
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other
names may be trademarks of their respective owners. Product names, logos,
brands, and other trademarks featured or referred to are the property of their
respective trademark holders. These trademark holders are not affiliated with
Orchestra Networks, our products, or our website. They do not sponsor or
endorse our product or any of our solutions.

3. What are the key dimensions in your EPM apps?
(also called: meta data, master data, reference data, hierarchies...)
Operational Systems Oracle Hyperion EPM applications
Hyperion
Financial
Management
ERP (HFM) Oracle Essbase Hyperion Planning
ERP Oracle Essbase
Usually Account Account Account
created in Company Company Company code
operational Cost center Customer Cost center
systems Product Product
Customer
Multiple applications / Multiple instances

4. How much manual effort to you spend...
Managing HFM Dimensions across levels
At corporate level
HFM
At business unit level
HFM HFM HFM

5. How much manual effort to you spend...
Synchronizing Dimensions across Hyperion EPM applications
HFM Essbase Planning

6. How much manual effort to you spend...
Reconciling between versions (Past, Present and Future)
JAN APR JUL OCT JAN
HFM HFM HFM HFM HFM

7. It's more than just sharing data
Maintaining consistency across levels Duplication of data means
multiple edits between
● Corporate consistency...
Corp/Local
● ... with local autonomy for business units
Avoiding inconsistency across applications Manual synchronization with
planning introduces errors
● Enforce validation controls / security
that are caught too late...
● Avoid copy-synchronize-reconcile loops
Temporal management Supporting monthly update
cycles with parallel work
● Keep history, rollback to past versions
streams
● Work on future updates

8. Key requirements: Hyperion administrators
Sales & Marketing
Human Resources
Finance & Accounting Users
● Manage one version of the truth
HFM Admin Essbase Admin Planning Admin ● Reduce manual maintenance of data
● Avoid errors in dimensions
● Share dimensions between apps and instances
ERP HFM Essbase Planning (e.g. for business units)
ERP HFM Essbase Essbase

9. Key requirements: Finance & Accounting users
Sales & Marketing
Human Resources
● Manage hierarchies
● Update data
● Work in future versions / Impact analysis
Finance & Accounting Users ● View history / Rollback in previous states
HFM Admin Essbase Admin Planning Admin
● Reduce manual maintenance of data
● Avoid errors in dimensions
● Share dimensions between apps and instances
ERP HFM Essbase Planning (e.g. for business units)
ERP HFM Essbase Essbase

10. Key requirements: Users across
the enterprise ● Access hierarchies
● Contribute to governance
Sales & Marketing ● Align with other master data
Human Resources
● Manage hierarchies
● Update data
● Work in future versions
Finance & Accounting Users ● Get history
HFM Admin Essbase Admin Planning Admin
● Reduce manual maintenance of data
● Avoid errors in dimensions
● Share dimensions between apps and instances
ERP HFM Essbase Planning (e.g. for business units)
ERP HFM Essbase Essbase

11. How do you manage your dimensions today?
ts?
Spre adshee for
tion
umbe r 1 solu anual, error-
Sti ll the n t. M
agemen vernance or
man
m etadata ta model, go
o da
rone. N
HFM
HFM
p
.
security Complex in
ETL jobs?
tegration fr
Hyperion. A om ERP to
ERP dd busines Essbase
ERP
no control s logic in E Essbase
by business TL,
users.
Oracle tools?
d to
EPMA, DRM: Technical tools limite
Planning
Essbase
sy-
Hyperion "power users". Lack of ea
ry
to-use UI, no workflow, rudimenta
version control.

12. Introducing MDM for Oracle® Hyperion EPM Suite
End users & EPM
administrators
Browser-based User Interface
Hierarchy Management & Workflow
Central MDM
with pre-built
Import data from dimension
Import dimensions
any source system models from HFM / Essbase
(Web Services, / Planning
CSV/XML files) Export dimensions (initial migration)
to HFM / Essbase /
Planning
ERP HFM Essbase Planning
ERP HFM Essbase Essbase

13. Import your dimensions in 1 click
Perform the initial migration of your dimensions from EPM applications
HFM
Essbase
Planning

14. Manage hierarchies
Browser-based user interface with visual hierarchy management

15. View and update nodes
Edit any field value

16. Manage hierarchies at corporate and local levels
Maintain consistency without any duplication

17. Keep track of past versions
Get full history of your data, rollback to past versions

18. Work on future updates
Staging of your upcoming updates, comparison reports

19. Set permissions at field level
Configure access rights for users

20. Approve changes
Configurable workflow for change management and approvals

21. Export dimensions in 1 click
Export updates to your Hyperion applications

22. Export to other systems
Export your hierarchies as CSV, XML files

23. Packaging and pricing
EBX5 Add-on for Oracle® Configuration
MDM Software Hyperion EPM ● 1 Production instance
● 1 Lab instance
Installation
● On your own Java application server
and database (Oracle, DB2, SQL
Bundled licence Server, Posgre)
Restricted use to Oracle Hyperion ● Pre-packaged open source
application server and database
metadata
Trial program
www.orchestranetworks.com/hyperion

24. Implementation strategy
Installation and set-up
1 Install software, migrate EPM dimensions, configure roles & users
Manage dimensions and hierarchies
2 Configure views, versions (past and futue), adaptation between global and local
Export data to EPM applications
3 Export files, configure synchronization
1 to 2 weeks
Advanced integration
4 Integrate with source systems via middleware (ETL, ESB..)
Advanced governance
5 Configure approval workflows, add permissions, business rules
1 to 3 months

25. About Orchestra Networks

26. The Master Data Management pure-player
Orchestra Networks is a leading Reference / Master Data Management vendor.
● Company founded in 2000
● Leadership and shareholders
○ Top management: 4 co-founders for 12 years
○ Very stable, privately-held company
● Team
○ 52 employees worldwide (40% on product engineering and support)

27. Recognized by leading analysts
About
Orchestra
Networks
Orchestra Networks is positioned by Gartner in MDM Magic
Market
Quadrants since 2010 and featured in multidomain MDM reports. Positioning
Only MDM vendor to be ranked "good" by Gartner in MDM for
finance, human capital and product with one single software
product. Customer
References
Orchestra Networks ranked #1 MDM technology among
14 vendors in The Information Difference MDM Landscape
Q2 2012
Because Orchestra Networks is a multi-domain MDM, it is
possible for it to handle both hierarchies for finance
departments and other domains. It has also improved support
for enterprise applications such as Oracle Hyperion with its
"EBX5 add-on” for Oracle Hyperion EPM customers.

28. Large companies worldwide have selected EBX5 About
Orchestra
for their RDM / MDM requirements Networks
Market
Positioning
Customer
References

29. Top Oracle Hyperion users rely on EBX5 for About
Orchestra
Reference Data Management Networks
Market
Positioning
Customer
References

30. Thank you.
www.orchestranetworks.com/hyperion
Follow us on Twitter: @orchestramdm