September 15 / Slide 1 / Rapid Hyperion Planning Deployments HyJump: Hyperion Planning Rapid Hyperion Planning Deployments Presented By: Mike Cochran [email protected]

Apr 21, 2023 / Slide 1 / Rapid Hyperion Planning Deployments

HyJump: Hyperion PlanningHyJump: Hyperion PlanningRapid Hyperion Planning

DeploymentsPresented By: Mike Cochran [email protected]

(614) 436-9382 www.tusc.com


AgendaAgenda

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

Blocks”


Hyperion Planning Overview:Hyperion Planning Overview: The Business The Business ChallengeChallenge 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 Standardize the Planning ProcessPlanning 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 AdministrationHyperion 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 The Value PropositionProposition

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 Integrated Business Planning SolutionPlanning 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 Workforce & Capital Asset ModulesAsset 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 Capital Asset PlanningPlanningSupports 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 TUSC’s HyJump Rapid Deployment Methodology to accelerate your companies planning implementation.

Hyperion Planning

HyJump Methodology


Solution Cost Reduction

Enterprise-Class Solution Delivery

Application Hosting & Support

HyJump - Hyperion Planning

HyJump Rapid Deployment:HyJump Rapid Deployment: Solution OverviewSolution Overview

HyJump is a rapid development approach that enables TUSC clients to leverage a repository of pre-built templates, database models, and reference architectures to deploy ala carte 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

HyJump Templates/Accelerators

TUSC’s HyJump 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.

HyJump Templates/Accelerators:HyJump Templates/Accelerators: Collateral Collateral OverviewOverview


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

N+1 Data Cluster

Web / Presentation Server Farm

HTTP

HTTP Server 1

HTTP Server 2

Web Application (J2EE)

J2EE Server 1

J2EE Server 2

Application Server Farm

Application Server 1




Load Balancer

Load Balancer 1

Load Balancer 2

OLAP Server RDBMS Server

SAN

FI

RE

WA

LL

FI

RE

WA

LL

HyJump Templates/Accelerators:HyJump Templates/Accelerators: Reference Reference ArchitecturesArchitectures

Application Server Layer Data Layer

AWSPRIB00001018AWSPRIB00001020IBM p5104 x Dual Core CPU8 GB RAMShared Services, Analytic Administration ServicesPlanning WebSmartView Provider

WAPPRIB00001186HP BL45p G24 x AMD Dual Core CPU4 GB RAMWindows 2003 ServerAnalytic Services (Essbase)Hyperion License Server

SQL Server RepositoryWSQLRIB00001109

Web / Presentation Layer

WAPPRIB00001187HP BL25p G22 x AMD Dual Core CPU4 GB RAMWindows 2003 ServerPlanning DCOMHyperion Application Link

NIC1

NIC2

UID

HP ProLiantBL460c

NIC1

NIC2

NIC3

NIC4

UID

HP ProLiantBL480c

p5

p5

CO

NT

EN

T S

WIT

CH


HyJump Templates/Accelerators:HyJump 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)

HyJump Templates/Accelerators:HyJump Templates/Accelerators: Web-based Web-based Planning FormsPlanning 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

HyJump Templates/Accelerators:HyJump Templates/Accelerators: Driver-based Driver-based Business LogicBusiness 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

HyJump Templates/Accelerators:HyJump Templates/Accelerators: Data Extraction Data Extraction PackagesPackages


HyJump Templates/Accelerators:HyJump Templates/Accelerators: ReportsReports


Plan

Design

Build

Test

Dep

loy

Maintai

n

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 HyJump 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.

HyJump “Base Foundation”:HyJump “Base 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.


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.


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


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


System Design

System Build

Testing & Tuning

System Deployment



HyJump Rapid Deployment:HyJump 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 (HyJump’s “Base Foundation”) to satisfy core functional requirements.

Promotes the selection, inclusion, and customization of additional Hyperion Planning functionality through HyJump’s “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.


HyJump HyJump OptionsOptions

““Planning Functionality Planning Functionality Blocks”Blocks”


Optional “Planning Functionality Blocks”: Optional “Planning Functionality Blocks”: Extended ModulesExtended ModulesThe ‘Extended Modules Option’ enables organizations to augment the functionality delivered by the HyJump 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 HyJump 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 1 Reporting Architect %75 1 Data Integrator %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 HyJump 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 15 additional reports

Resources 1 Reporting Architect %75 1 Data Integrator %100 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) 15 additional reports

Resources 1 Reporting Architect %100 2 internal SME %50

Optional “Planning Functionality Blocks”:Optional “Planning Functionality Blocks”: Extended ReportingExtended Reporting


HyJump Rapid Deployment:HyJump Rapid Deployment: Solution Functionality Solution Functionality MatrixMatrix

HyJump “Base Foundation” Solution: $197,000 / 12 weeks


Contact InformationMike [email protected](614) 436-9382www.tusc.com

Documents

September 15 / Slide 1 / Rapid Hyperion Planning Deployments HyJump: Hyperion Planning Rapid Hyperion Planning Deployments Presented By: Mike Cochran [email protected]