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OAUG Connection Point® Seminars
OAUG Connection Point® — Hyperion Online
November 17-19, 2015
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These recorded sessions were originally presented live in November 2015. Access the entire recorded series immediately for $195 per person (OAUG Members) or $260 per person (non-members). OAUG Member organizations receive year-round education and networking benefits. Join today.

Tuesday, November 17

10:00 a.m.

Oracle PBCS: Understanding and Demystifying Planning and Budgeting Cloud Service

Chuck Persky, Performance Architects, Inc.

Oracle PBCS (Planning & Budgeting Cloud Service) is the new SaaS (software as a service) offering from Oracle. This offering provides budgeting and planning capabilities through the familiar and industry-proven Hyperion Planning model. This session provides a high-level understanding of cloud computing, and details the functionality and use cases associated with PBCS. Additionally, the session covers the major similarities and differences between PBCS and on-premises Hyperion Planning, and provides insight into new and potential, future features. Please join Chuck Persky, an experienced PBCS pilot, in navigating in the cloud!

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

2:00 p.m.

Clemson University Case Study: FDMEE? PeopleSoft and Hyperion? Why Should I Care?

Tom Blakley, Performance Architects, Inc.

Financial Data Quality Management Enterprise Edition (FDMEE) is Oracle's newer product that replaces old standbys FDM & ERPi, and makes huge strides into data integration between source systems (EBS, PeopleSoft, SAP) and Oracle EPM (Hyperion). This session provides an FDMEE overview based on an implementation at Clemson University - covering the initial integration with PeopleSoft, through to the mapping process, and ultimate planning and budgeting solution using Hyperion Public Sector Planning and Budgeting, and Hyperion Planning.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

3:30 p.m.

How to Improve your Close Cycle using Financial Close Manager

Seth Landau, MindStream Analytics

Financial Close Manager is a web-based tool that centralizes activities that make up an organization's financial close cycle. Financial Close Manager streamlines the process of managing all of these close tasks, alerts the user to ones which require priority attention (including e-mail), allows direct access to the application(s) required to complete the tasks (via an interactive calendar), and provides workflow processing to validate that the tasks have been completed properly. The interface is comprised of easy to use and filter schedules, dashboards, and calendars.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

5:00 p.m.

Top Ten Hyperion Issues That Cost You Time and Money

Sanjay Purohit, AST Corporation

Learn the top ten issues that you may encounter during the implementation of any Hyperion planning product; from implementation challenges to change management, from installation to backup & disaster recovery and many more. We will cover various infrastructure topics, utilities and diagnostic tools in EPM 11.1.2.x that will help make your job easier and resolve problems quicker. We will discuss areas such as Oracle Enterprise Manager, Log Analysis Utility, PSUs and frequency, Virtualization and many more.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

6:30 p.m.

Driver Based Planning And Rolling Forecast: A Place To Start And Beyond

Francesca Wolf, ImpetusPM, LLC

Driver Based Planning and Rolling Forecast are often viewed as too complex or daunting to enable within organizations. However, there is not one size fits all. Whether you are just starting out or looking to advance your planning models further, driver-based modeling is a fantastic tool to develop forward looking plans quickly by leveraging cause and effect relationships. By leveraging Driver Based Planning, organizations set the foundation for Rolling Forecasting. Forward thinking, through driver-based planning, will enable you to manage your business more efficiently and ultimately give you a strategic advantage.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

Wednesday, November 18

10:00 a.m.

Drive Organizational Change by Integrating Hyperion Strategic Finance and Hyperion Planning

Ron Woodlock, Performance Architects, Inc.

Successfully driving change requires a strategic starting point. A strategic financial plan built in Hyperion Strategic Finance (HSF) provides an integrated view of how financial goals will be achieved. Interfacing key financial targets from HSF to Hyperion Planning provides each unit with high level targets from which operating plans can be developed. Progress can be monitored by comparing actual and planned data in HSF. Linking strategic and operating plans ensures alignment throughout the organization.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

11:30 a.m.

Update and What's Coming: Oracle Hyperion Financial Data Quality Management Enterprise Edition

Mike Casey, Oracle Corporation

Oracle Hyperion Financial Data Quality Management Enterprise Edition is Oracle's solution for the integration of transactional systems and EPM. This session aims to familiarize attendees with the product capabilities, including business-user-level usability and dynamic drill-through or write-back to source systems. The session includes details of adapters for Oracle E-Business Suite, Oracle Fusion Financials, Oracle PeopleSoft General Ledger, PeopleSoft Human Resources, JD Edwards applications, and SAP. The session also covers an update on the latest and planned product functionality.

Registered users may download the session recording (MP4 file).

2:00 p.m.

HPCM, everyone's talking about it, but, how can it help you?

Alex Ladd, MindStream Analytics

HPCM is on everyone's mind. It is being talked about in industries from financial services to manufacturing to consumer products. How does it work? How can it make your business more successful? Is it something that is worthwhile for your organization? Come learn the answers to these questions and more at a session that will illustrate the use cases and show use how flexible it is.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

3:30 p.m.

Understanding Account Reconciliation Manager - Process and integration

Matthias Heilos, FinTech Innovations

In this session you will learn how Oracle's Account Reconciliation Manager (ARM) can simplify your financial close process. Account reconciliation requires a process to capture balances from two or more systems and explain any discrepancies - if present. ARM effectively supports this process by allowing to organize the various reconciliations, perform automatic steps and enable drill-back to analyze the source data. Along with the setup of meaningful Account Profiles, the correct integration of the data sources is very important. By integrating various data sources via ERP Integrator, ARM can be used to go beyond reconciliations of GL systems. Learning objectives include understanding the purpose of ARM, step by step implementation of the reconciliation process, data integration.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

5:00 p.m.

What's new and coming: Best Practices for Upgrading and migrating to EPM 11.1.2.4 and beyond

Eric Helmer, ADI Strategies

Oracle ACE Director Eric Helmer walks you through what you need to know before considering upgrading to 11.1.2.4. Technical considerations are covered along with best practices and proven methodology to ensure you know what you can expect with your transition to Oracle's newest version. Get a glimpse into Eric's EPM Maturity Benchmarking Scale to find out where you rank in your business and discover the critical 6-steps that are taken during modern upgrade projects.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

6:30 p.m.

The Secret to a Successful Restructure

Faraz Rahim, EPM Intelligence

EPMI was tasked with splitting, migrating, and restructuring the Hyperion environments of an oil & gas company due to a divestiture. This session will focus on the steps EPMI took to migrate FDM, HFM, Planning, Essbase, and Financial Reporting for the new entity without reinventing the wheel. We will also discuss valuable lessons learned migrating environments of this magnitude, and tips and tricks to the process.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

Thursday, November 19

10:00 a.m.

Give Yourself a Leg Up for Kicking Off Your ARM Implementation

Carolyn Faeth, Edgewater Ranzal

This session will cover what you can do to get a running start into a successful ARM implementation. The processes you need to consider, data sources, and rationale that will help your implementation run smoothly. This is focused on the business requirements that must be defined prior to the technological implementation considerations.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

11:30 a.m.

Seven Habits of High-Performance Teams: What Your Consultant May Not Have Discussed With You, Yet!

Mark Schloegel, ADI Strategies and Michael Ammerman, Gogo

Attendees will be inspired to motivate their Enterprise Performance Management (EPM) teams to higher performance. Come prepared for a healthy expose of the sometimes tense relationship between clients and their EPM consultants. Real-world case study vignettes are brought to life with colorful anecdotes from popular figures such as Stephen Covey, Julia Child, and Peter Drucker. Practical action ideas from this session will help your team anticipate challenges, optimize collaboration and accelerate ROI.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

2:00 p.m.

Incorporate Mobile into your EPM Reporting Strategy

Alex Ladd, MindStream Analytics

Did you know you can optimize your Hyperion reporting with mobile? As mobile has become a critical part of our everyday lives, it's time to incorporate the powerful machine in your back-pocket into your EPM strategy. When it comes to analysis and decision-making, it does not always happen in front of a computer. With mobile reporting, users of all levels are given the ability to make requests to your Hyperion system, and the system returns your reporting needs in an instant, with the guarantee of data reliability, direct from your EPM. Join us to discuss how you can incorporate mobile into your EPM strategy. With mobile integration, MindStream brings you: Business intelligence you can talk to. Results you can talk about.

Registered users may download the session recording (MP4 file).

3:30 p.m.

Oracle Planning & Budgeting Cloud Service (PBCS): Florida International University Case Study

Kirby Lunger, Performance Architects, Inc.

Learn how FIU utilized Oracle PBCS to streamline their Excel-based planning process. This session focuses on the university planning & budgeting roadmap, and then details the components of the first phase pilot program; providing the university with employee level budgeting and current year forecasting for critical parts of the university community (housing, parking, and school of business). Additionally, this session explores facets of PBCS, implementation "need to know" items, and pitfalls to avoid.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

5:00 p.m.

Update and What's Coming: Oracle Data Relationship Management

Rahul Kamath, Oracle Corporation

Attend this session to learn how Oracle Data Relationship Management helps proactively manage changes in master data across operational, analytical, and enterprise performance management silos. Learn how Oracle Data Relationship Governance works with Oracle Data Relationship Management to provide essential change management and data quality remediation workflows to build agile, data-driven enterprises by ensuring data quality, policy compliance, repeatable business processes, cross-functional collaboration, and change awareness throughout the enterprise. This session provides an overview of these applications and an update on the latest and planned functionality.

Registered users may download the session recording (MP4 file).

Tuesday, November 24

11:30 a.m.

ODI - Tips and Tricks to Build Better Integrations

Matthias Heilos, FinTech Innovations

Oracle Data Integrator (ODI) is a powerful data integration suite which allows you to build integration processes with enormous productivity gains over conventional tools of the same breed. In this session you will gain insights in how ODI works and what you should consider to build master-class integrations. Learn about tricks and tips on architecture, Knowledge Module optimization, migration, flexible load processes, and many other areas that your organization should be aware of when working with ODI. Learning objectives include understanding what to do and what not to do, next steps after getting started, and learning about advanced concepts.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).

2:00 p.m.

Data Integration with Hyperion and Why this is Important

Dan Franceschina, Emtec Inc.

FDMEE brings together the power of ODI and the business process intelligence of FDM in one package. This combination allows quick and easy access directly to your source system to speed integration, creates a transparent and seamless link between your EPM solutions and your source data, and simplifies your integrations across locations. With it's ability to drill back to source systems FDMEE solves the question of what, when, why and how across your organization.

Registered users may download the session recording (MP4 file) and presentation slide deck (PDF file).