New & Emerging _ Soner Bekir _ The 5 most common pitfalls when implementing EPM Suite.pdf

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The most comprehensive Oracle applications & technology content under one roof The most comprehensive Oracle applications & technology content under one roof

The  5  most  common  pi.alls  when  implemen2ng  EPM  Suite…and  how  

to  avoid  them  

Soner  Bekir  

The most comprehensive Oracle applications & technology content under one roof

About  me  

•  22  years  of  varied  IT  Experience  •  7  years  implemen>ng  Hyperion  environments  •  5  years  in  EMEA,  2  years  in  APAC  •  No  func>onal  knowledge  to  speak  of  •  Officially  (if  there  is  such  a  thing)  an  EPM  Technical  Consultant  

The most comprehensive Oracle applications & technology content under one roof

A  show  of  hands  

 •  How  many  group  finance  oriented  staff?  •  How  many  IT  Technical  staff?  •  How  many  Func>onal  consultants?  •  How  many  Oracle  staff?  •  How  many  people  in  the  wrong  session?  

The most comprehensive Oracle applications & technology content under one roof

Another  show  of  hands  

•  Anyone  here  who  is  planning  on  implemen>ng  an  EPM  environment,  but  hasn’t  done  so  yet?  

•  Anyone  here  on  a  pre-­‐System  11  environment  looking  to  upgrade?  

•  Anyone  on  EPM  11.1.2  ?  

The most comprehensive Oracle applications & technology content under one roof

Ques>ons  

•  Welcome  at  any  >me  –  just  grab  my  aYen>on  

•  Does  anyone  have  a  ques>on  they  would  like  to  see  answered  in  this  session?  

The most comprehensive Oracle applications & technology content under one roof

The  Art  of  EPM  War  

 If  ignorant  both  of  your  enemy  and  yourself,  you  

are  certain  to  be  in  peril    

Sun  Tzu  

The most comprehensive Oracle applications & technology content under one roof

What’s  the  Goal?  

•  Project  should  be  delivered  on  >me/budget  •  Environment  should  perform  well  •  Stability  should  be  good  •  Availability  should  be  good  •  Users  should  be  happy  

The most comprehensive Oracle applications & technology content under one roof

No.  1  -­‐  The  clue  is  in  the  name  

Enterprise  Performance  Management    

•  Not  “run  it  on  my  laptop”  performance  management  or  Hyperion  Enterprise  v4.0  

•  Needs  lots  of  resource(s)  to  run  well….  

The most comprehensive Oracle applications & technology content under one roof

EPM  Install  Guide  

The most comprehensive Oracle applications & technology content under one roof

Sizing  

•  Art  or  Science?  •  No  subs>tute  for  stress  tests  •  Plaeorm  is  a  marriage,  sofware  is  a  fling  •  Budget  for  life>me  of  environment  •  Choose  the  right  plaeorm  for  you  

The most comprehensive Oracle applications & technology content under one roof

No.  2  –  “What  do  you  mean  90-­‐days  to  get  an  environment  we  can  use?”  

 Mee;ngs  are  indispensable  when  you  don’t  

want  to  do  anything    

John  Kenneth  Galbraith  -­‐  economist    

The most comprehensive Oracle applications & technology content under one roof

Corporate  IT  

•  The  4  p’s  – Planning  “Surprise  –  we  bought  a  business  cri>cal  applica>on”  

– Procurement  “What  do  you  mean  it  takes  30  days  to  buy  some  servers?”  

– Procedures  “Do  we  really  need  management  sofware”  

– Policies  “Company  policies  dictate  that  nothing  that  does  anything  useful  should  work”  

The most comprehensive Oracle applications & technology content under one roof

Reality  check  

•  90  days  •  Group  Policies  can  cost  you  tens  of  thousands  in  consultancy  &  mee>ngs  

•  List  of  what  to  order  –  Catch-­‐22  •  Death  by  mee>ngs  (minutes?)    

The most comprehensive Oracle applications & technology content under one roof

No.  3  –  “Yes,  I  can  install  it  on  anything,  but  anything  is  not  

supported”      

Two  things  are  infinite:  the  universe  and  human  stupidity;  and  I’m  not  sure  about  the  universe  

 Albert  Einstein  

The most comprehensive Oracle applications & technology content under one roof

Choices  

•  Plaeorm  &  Sofware  – Now  +  3  Years  – Server  Opera>ng  Systems  – Database  Choices  – Office  Produc>vity  Suite  Choices  – Browser  Choices  – Client  Opera>ng  System  Choices  

The most comprehensive Oracle applications & technology content under one roof

KISS  Methodology  in  design  

•  If  80%  of  the  user  community  use  it,  it’s  probably  been  tested  

•  Be  the  first,  be  the  worst  (especially  for  upgrades)  –  have  a  really  good  reason  

•  Just  because  you  can,  doesn’t  mean  you  should  

The most comprehensive Oracle applications & technology content under one roof

No.  4  –  “What  do  you  mean  on-­‐going  maintenance?”  

 It  is  the  neglect  of  ;mely  repair  that  makes  

rebuilding  necessary    

Richard  Whately  –  1826  Logician  

The most comprehensive Oracle applications & technology content under one roof

No.  4  –  “What  do  you  mean  on-­‐going  maintenance?”  

•  The  3  P’s  –  Patching,  Patching  &  Patching  

•  Clean  it  up  or  slow  it  down  

•  DP  (always  beYer  than  DR)  

The most comprehensive Oracle applications & technology content under one roof

See  Point  1  

•  Plan  &  Budget  for  maintenance  •  Communicate  your  cri>cal  periods    Issues  caused  by  normal  IT  maintenance  is  the  biggest  single  cause  of    down;me  for  all  the  

EPM  environments  we  support  Soner  Bekir  -­‐  Infratects  

The most comprehensive Oracle applications & technology content under one roof

No.5  –  “and  here’s  another  thing  we  forgot…”    

•  Access  Methods  –  Web,  Smartview,  Citrix  •  User  Loca>ons  –  Time-­‐zones/network  •  Support  –  users,  IT,  func>onal  administrators  •  Training  -­‐  users,  IT,  func>onal  administrators  

The most comprehensive Oracle applications & technology content under one roof

The  end  is  nigh  

•  Involve  IT  early  and  start  the  design  process  as  soon  as  you  have  commiYed  to  the  sofware  

•  Consider  the  life>me  of  the  environment,  how  it  will  be  used  and  how  it  may  grow  &  change  when  sizing  it  

•  Make  mainstream  choices  that  fit  your  corporate  IT  competencies    

The most comprehensive Oracle applications & technology content under one roof

The  end  is  nigher  

•  Communicate  your  financial  repor>ng  calendar  and  work  out  when  your  environment  is  used  

•  Build  a  maintenance  calendar  around  your  financial  repor>ng  calendar  

•  Map-­‐out  your  support  organisa>on  and  work  on  your  training  plan  

•  Budget  for  everything!!!  

The most comprehensive Oracle applications & technology content under one roof

Ques>ons?  

The most comprehensive Oracle applications & technology content under one roof

Many  Thanks  

Ques>ons  (if  you  have  any)  can  be  sent  to      

soner.bekir@infratects.com      

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