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OAUG Connection Point® Seminars
OAUG Connection Point® — Hyperion Online
October 31 - November 4, 2016
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Monday, October 31

11 a.m. - 12 p.m. EDT

Remove Your Head From the Clouds! Is PBCS or On-Premise Planning the Right One for Your Business?

Brad Kwiatek, Grant Thornton LLP
Mary Krupa, Grant Thornton LLP

Many companies have made the decision to use Oracle Hyperion Planning technology but have a hard time deciding between an on-site implementation or PBCS (Planning and Budgeting Cloud Service). This presentation will provide concrete pros and cons as well as key differences in functionality of each delivery framework. Attendees will learn more about each Planning delivery framework through case studies and real-world examples so they can determine which will be the best choice for their implementation.

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

1 p.m. - 2 p.m. EDT

Planning and Budgeting Cloud Service (PBCS) and Hyperion Planning — Game Changers

Chuck Persky, Performance, Architects, Inc.

While there are always regular enhancements to enterprise software, every so often there are true “game changers” that change the capabilities of a solution. There are big enhancements provided as part of Oracle PBCS (Planning & Budgeting Cloud Service), and/or in the on-premise Hyperion Planning, that change how we design and utilize a planning, budgeting, and reporting solution. These enhancements include the use of hybrid Essbase, ASO plan types, map reporting, smart-push for on-the-fly reporting, valid member combinations, and more. Attend this session and learn how these features can be utilized to get the most out of an Oracle EPM investment.

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

3 p.m. - 4 p.m. EDT

Not Just Budgeting Coffee… 10+ Years of Hyperion Planning at Dunkin’ Brands

Beth McLaughlin, Dunkin’ Brands, Inc.
Mark Solimini, Performance Architechs

In over 10 years of Hyperion Planning, Essbase and OBIEE reporting at Dunkin Brands we have learned a few things along the way about how to manage, administer and maintain a system. Come learn about our architecture and the improvements we have made along the way including upgrades, exalytics and OBIEE reports against our planning cubes. Our environment spans users in multiple locations, and contains centralized budget models as well as detailed ones for items such as advertising funds and everything in between.

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

5 p.m. - 6 p.m. EDT

I Didn’t Know That Existed in FDMEE

Robert Gideon, Interrel

You’ve known Financial Data Quality Management (FDM), even in its former life as Upstream WebLink, as a transformational data integration solution…You dipped your toe in the feature rich world of Enterprise Resource Planning Integrator (ERPi)…We’ve heard of the “new” dawn of Extracting metadata/data, Transforming and Loading (ETL) with Financial Data Quality Management, Enterprise Edition (FDMEE)…Today, we’ll expand upon yet to be realized, or seldom used, features that make FDMEE Oracle Hyperion’s strategic product for data and metadata integrations.

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

Tuesday, November 1

11 a.m. - 12 p.m. EDT

The Secret Recipe to Implement a Hyperion Planning System

Gopal Ganapathy, Essilor of America, Inc.

Implementing a Budgeting and Planning system is a crucial decision for any company to make. The information contained in the application is important from both a Management and Shareholders’ perspective. After implementing the Hyperion Planning solution this year, our team documented key learnings that can be applied to others facing this opportunity. Objective of this proposal is to highlight the “secret ingredients” that result in a successful recipe; from the selection of the solution itself, its implementation through post implementation, from a Project Management and a System Administrator’s perspective.

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

1 p.m. - 2 p.m. EDT

NEW: Introduction to Oracle Financial Close Solutions in the Cloud

Rich Wilkie, Oracle

Over 3500 organizations rely on Oracle Hyperion financial close solutions to meet their complex and ever-changing financial and non-financial reporting requirements while also lowering the cost of compliance and delivering an unprecedented level of data quality. This session introduces and demonstrates new cloud-based Oracle financial close solutions that address organizations’ requirements for consolidation and reporting, account reconciliation and tax provisioning and discusses the enhanced functionality planned.

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

3 p.m. - 4 p.m. EDT

Leave no stone unturned: secrets to a successful HFM application review

Chris Barbieri, Finit Solutions

How does your HFM application stack up? What’s going well and where do you have room for improvement? Oracle ACE Chris Barbieri shares a decade of research and experience to show you how to perform an HFM application review. Let’s look at: metadata design and statistics; data volume and content; learn how to benchmark; use a reference application to gauge absolute performance; examine the database contents; and discuss tuning concepts. Chris shows you where to look and how your application stacks up against your peers.

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

5 p.m. - 6 p.m. EDT

Top Ten Hyperion Issues That Cost You Time and Money

Abhi Raina, AST Corp

Learn the top ten issues that you may encounter during the implementation of any Hyperion planning project; from selection of a solution to post-implementation support. Businesses must make the right decisions for the success of each project and ensure that business objectives are achieved. This paper will highlight issues and mistakes that many clients face. Poor or short-sighted decisions can cost time, money and resources. Ensure that your organization is fully-prepared for your planning project.

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

Wednesday, November 2

11 a.m. - 12 p.m. EDT

NEW: Introduction to Oracle ENTERPRISE Planning and Budgeting Cloud Service (EPBCS)

Marc Seewald, Oracle

Learn about the newest Oracle EPM Cloud product, Oracle Enterprise Planning and Budgeting Cloud Service, delivers all the functionality of Oracle Planning and Budgeting Cloud Service plus additional out-of-the-box functionality for financial, capital, workforce and project planning. It gives customers a quick start-up for common planning applications which can be configured to meet specific needs. This session will also focus on how EPBCS integrates and adds value to existing on-premises transactional systems (EBS, PeopleSoft, JDE) and cloud solutions (Oracle Fusion Financials Cloud Service).

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

1 p.m. - 2 p.m. EDT

Oracle EPM Data integration — Cloud and Hybrid Solutions

Mike Casey, Oracle

This presentation will discuss the different options customers can use to integrate between on-prem and cloud systems into their cloud based EPM applications. Current options using tools like FDMEE and Data Management in the cloud will be discussed as well as native options provided by each of the EPM cloud services

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

3 p.m. - 4 p.m. EDT

How to Start Planning, Budgeting and Forecasting in the Cloud: Case Studies and Lessons Learned

Kirby Lunger, Performace Architects, Inc.

Do you plan, budget and forecast in spreadsheets or an old “on-premise” planning software solution today? Tired of trying to get IT support to maintain your planning process? Curious about “cloud” (software-as-a-service or SaaS) planning solutions and how they work? Want a “quick start” process that doesn’t require your entire department’s budget? Then this session is for you! Join the Performance Architects team as we discuss real-life case studies on how to get started and what to watch out for when budgeting, forecasting and planning using cloud solutions such as Oracle’s Planning and Budgeting Cloud Service (PBCS)!

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

5 p.m. - 6 p.m. EDT

All About EPMA: From Setup to Tips and Tricks

Deanna Sunde, Key Performance Ideas, Inc.

Reasons for using EPMA vs Classic mode will be discussed along with the pros and cons and design considerations. EPMA will be demonstrated including the shared library, local library along with how to share dimensions across HFM, Planning, Essbase BSO and Essbase ASO applications, what extra setup is needed to support them and how to exclude portions of a dimension. How to create a flat file, a profile and load the metadata and how to use the EPMA batch utility as well as how to load the tables directly, and how to override properties will also be covered.

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

Thursday, November 3

11 a.m. - 12 p.m. EDT

Advanced EPM Security Concepts

Scott Lebeau, Clarity Partners

Hyperion EPM Products provides a Security Platform that is Robust, Flexible and can meet the most stringent security requirements. However, in some highly sensitive industries like defense these security concepts may not be adequate. In this presentation we will discuss some of the most complex security needs of the organization and how we creatively use EPM’s security platform and extend it meet business requirements.

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

1 p.m. - 2 p.m. EDT

Move into Mobile: Incorporating Mobile into your Hyperion Reporting Strategy

Alex Ladd, MindStream Analytics

It’s time to incorporate the powerful machine in your back pocket into your Enterprise Performance Management strategy. In this session, we identify how to optimize your Hyperion reporting with mobile, including mobile options and a primer on mobile implementation. With the availability of mobile reporting, users of all levels are given the ability to make requests to the Hyperion system, and the system returns the reporting need in an instant, with the guarantee of data reliability, direct from the system. Can you access your business intelligence in your back pocket, and reporting at the tip of your fingers? Find out here.

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

3 p.m. - 4 p.m. EDT

Major Oracle Deployments, Common Mistakes, Attend and Avoid!

Doug Hahn, Invesco
Rahul Shegal, Invesco

Regardless of Oracle product being deployed, common threads emerge on what is a successful deployment, and what mistakes lead to failure. Cause study of 3 major implementation in 2015, Oracle EBusiness Suite, PeopleSoft and Hyperion Financial Management. Using a common support, hypercare and focusing on not just the application needs, but the users needs, helped us realize the full potential of our Oracle products.

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

5 p.m. - 6 p.m. EDT

Detailed Update: Oracle Hyperion Enterprise Performance Management On-Premises Solutions

Rich Wilkie, Oracle

The latest release of Oracle Hyperion Enterprise Performance Management family of on-premises applications delivers significant new application and technical functionality. This session discusses the details and benefits of the latest release. It will give details of customers that have upgraded and the benefits they have achieved. Future planned functionality will be explained in detail. In addition it will focus on how on-premises Oracle EPM enables Oracle ERP customers (EBS, PeopleSoft and JDE) to leverage existing investments in these products and deliver further value.

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

Friday, November 4

11 a.m. - 12 p.m. EDT

The Real “Value” of Consolidations in HFM

Andrew Fahy, Platform Specialist
Luciano Stasi, Platform Specialist

If you’ve ever ventured into HFM or are familiar with its dimensionality, you may have come across the Value dimension. For those without a deep background in HFM, this dimension can be a bit of a black box. We’re here to help with that. At first glance it appears flat and uninteresting. But as you peel away the layers, you can start to understand the transformation of your data during the consolidation process.

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

1 p.m. - 2 p.m. EDT

SaaS? IaaS? Cloud? On-premise? Unbiased Evaluation of Oracle EPM Deployment Options

Eric Helmer, Mercury Technology Group

Not only does the latest edition of Oracle EPM brings many new features, functionally, and mobile capability, It brings multiple options for deploying the technology. Choosing between options such as Oracle’s cloud offerings, Software as a Service, Exalytics, third party hosting, or good old on-premise systems can be confusing. Join Oracle ACE director Eric Helmer as he walks though best practices and considerations to make your journey to Fusion painless by choosing the right deployment scenario for you. This session will compare and contrast the different available options Oracle customers have to deploy Oracle EPM. It will look at Oracle’s Cloud offerings, Software and a Service models, Infrastructure as a Service, 3rd party hosting, Exalytics, and traditional on-premise deployments. Learn what Deployment options exist for deploying the latest Oracle EPM Suite. Compare each deployment option with pros and cons. Get an unbiased opinion on which option is best for your organization.

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

3 p.m. - 4 p.m. EDT

Global Hyperion Financial Management Rollout at Walmart: Challenges, Risk, Success

Rob Estes, Walmart

With a Global HFM rollout across 30 countries, we will discuss how key decision design points shaped the timeline and key risks with related mitigations along with how leadership support with a close reign on scope ensured success. Customizations were developed using HFM, FDM, and SmartView API. We will elaborate how similar items could enhance your current close process. Setting up a Center of Excellence to ensure readiness is critical. We will discuss the skill sets necessary for defect resolution.

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

5 p.m. - 6 p.m. EDT

Financial Transformation 2.0: What I Learned and did Differently

Steven Bricker, Perficient, Inc.
After an award-winning multi-phase EPM journey at B/E Aerospace, Todd Renard oversees an EPM Financial Transformation effort with Cox Media Group. In this session, you will learn what was done differently, lessons learned and what EPM strategy Todd has effectively delivered at his new company. Product and solutions featured include HFM, Planning, Essbase, OBI, DRM and FDMEE.

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