Session Information
Migrating from Oracle EPM
version 9 to version 11 at Hess Connection Point 2011 – Atlanta
Doreen Fox-Dwyer
Sr. Manager - Financial Reporting
Philip Parker
Sr. Solutions Architect
• Doreen Fox-Dwyer
• Sr Manager – Financial Reporting
• 30+ years of operational accounting & reporting experience (8 years at Hess)
• 20+ years of Hyperion products experience
• Oracle User Group affiliations:
– OAUG Hyperion SIG, Co-Chair
– Member of the OAUG GEO/SIG Committee
– Member of OAUG New York City GEO
– Member of OAUG OBI SIG
– Member of ODTUG
• Integrated Energy Company
www.Hess.com
• 2 primary Segments:
– Exploration & Production
(E&P/Upstream)
– Marketing & Refining
(M&R/Downstream)
• Operations in 23 countries
• Exploration & Production – US, Europe, Asia, Africa
– Average of 418 barrels of oil equivalent per day produced in 2010
• US Retail operations – 16 states
– 1,350 gas stations, many with convenience-stores
– Approximately 1.3 million customers daily
• Other operations include refining, electricity sales, wholesale & retail energy suppliers and commodity supply & trading
• Annual Revenue $34.6B
• Net Income $2.1B
• Capital Expenditures $5.5B
• Employees >13,000
2010 Key Metrics
• Leading e-business IT consultancy in US
• 1,500 Colleagues Worldwide
• 500+ enterprise clients (2010) and 85%
repeat business rate
• Locations throughout U.S. + offshore
delivery
• Own the sweet spot between Big 4 and
boutiques
• Broad Portfolio of offerings
• Strong revenue, EBITDA and profitability
since startup
• Proven M&A success (20 acquisitions)
• Nasdaq Global Select,
Russell 2000 & S&P SmallCap 600
Revenue in Millions
* 2011 Revenue Guidance Range is $235m - $255m 6
*New markets via recent Exervio acquisition
Oracle Platinum Partner – Certified on the latest Oracle product
platforms and technologies, as well as implementation and
migration best practices.
- Oracle EPM Practice
- Oracle Business Intelligence Practice
- Oracle CRM Practice
- Oracle Middleware Practice
Oracle Certified Education Partner – Certified to deliver the
official Hyperion course curriculum to customers via onsite training
classes. Perficient owns and operates one of the national Oracle
training facilities listed on the Oracle website
Oracle Specialized Partner – Certified by Oracle to deliver and
sell the Oracle BI, EPM and CRM applications.
Oracle Authorized Reseller – Certified on Hyperion licensing and
pricing, authorized to resell Hyperion licenses and maintenance
contracts
Primary Reasons to Migrate
• Merge separate Oracle EPM environment to one
common environment
• Migrate to a supported platform
• Improve end-user experience, primarily for users of
multiple products
• Internet Explorer compatibility
Secondary Reasons to Migrate
• Upgrade Hardware
• Utilize 64 bit architecture
• Review available new features & functions
• Review & organize grids, reports, forms, etc
• Provide new & existing end-users training
• Support ever-expanding reporting requirements for
Tax, Government and internal reporting
Critical Success Factors
• Minimize end user training
• Maximize end user experience
• Making the transition as smooth as possible
• Successful knowledge transfer for Oracle EPM team
• Minimize Smartview transition
• Implement MSAD for HFM for SOX compliance
• Expand IT resources to cover all products/platform
• Ensure remote access via Citrix (for outsourced units)
and Juniper network
Timeline
April 2010
• Migrated HFM
• Migrated FDM
December 2010
• Created migration plan for Hyperion Planning
• Documented Hyperion Planning objects to be migrated
January 2011
• Migrated 9.3 to 11.1.1.3 to development and test
• Completed unit testing
February 2011
• Migrated Hyperion Planning and HFM to production
• Reran unit test
• Go-Live
Why not migrate to 11.1.2?
• Minimize changes/training for end users
• Wait for 11.1.2.1 release and migration path
• Possibly wait until 11.1.2.2 has been released
Hess Environment
• Multiple instances of SAP worldwide
• Other GL & Data sources required for all units
• Utilization of IBM for Data Center & Server builds &
support
• HFM platform & HPS platform separate, at different
locations & at start of project under different IT &
finance owners
Hess Environment - Past
Hyperion Financial Management 9.2
Financial Data Management
Custom Smartview Templates
100’s of Financial Reports
Hyperion Planning 9.3.1
Informatica 7 - DIM
Essbase
Custom Smartview Templates
100’s of Financial Reports
HFM Integrations
Hess Environment - Current
Oracle EPM 11.1.1.3
Hyperion Financial Management
Hyperion Planning/Essbase
Informatica 8 - DIM
HFM Integrations from
Financial Data Management
Custom Smartview Templates
100’s of Financial Reports
11.1.1.3 Environment Specifics
• 3 environments
– Dev/Test/Prod
– Dev and Test are Virtualized
• 3 HFM applications
– SEC/Management Reporting
– First Spend/Analysis
– Legal
• 2 Planning applications
– EPPLAN (forecast & budget)
– AVPLAN (long term/asset life)
• Data
– Actual/Forecast/Budget/Long term Plan
Challenges
• Version decision – 11.1.2 or 11.1.1.3
• Upgrading two different environments
• Timing – February Forecast and Year End Close
• Underestimated the use of HSGET/HSSET in Excel
• Changed file Path for DIM jobs.
• Smartview distribution
Migration Tips
• Do not underestimate effort to upgrade Smartview
• Create a project plan
• Create an object migration list
• Make sure IT and the business users are
communicating
• Walk through unit test scripts on each environment
• Patch servers prior to migrating
Next Steps
• Upgrade to v11.1.1.4 for compatibility with MS Office 2010 (before Year-end close)
• Evaluate upgrade path to v11.1.2.x (2012) – Support IT initiatives for Windows 7 & IE9
– Evaluate new functionality, primarily for Planning
– Upgrade servers to v2008
• Determine effectiveness of current Disaster Recovery & Business Continuity plans, in conjunction with updated IT company wide plan
• Expand current training options (in-person, Sharepoint self guided, live-meeting)
• Improve legal & statutory reporting HFM application