hyperion system 9 planning - what's new

Hyperion System 9

Planning

What’s New

Presented by

Shirley Lum

Partner Technical Account Manager

January 2006

Copyright © 2005, Hyperion. All rights reserved. P. 2

Agenda

� System 9 Overview

� Hyperion Planning 4.1 New Features

� Hyperion Planning 4.1.1 New Features

� Questions


Hyperion System 9 – One System Comprehensive Performance Management

� Support for all aspects of the management cycle

� Integrated, modular suite of financial management applications and a BI platform

� Shared services simplifies deployment and maintenance

� Common workspace simplifies deployments and reduces training

One system to

deploy, manage,

and maintainLEGACY

DW

CRM

ERP


Hyperion System 9 BI+

� Reporting

— Addressing any type of management, financial or production reporting

� Dashboards

— Highly interactive, multi-source dashboards

� Analysis

— Extensive capabilities for financial and operational analysis

Broadest BI Functionality

LEGACY

DW

CRM

ERP


� Planning and Modeling

— Improve accuracy and predictability of plans and forecasts

� Consolidations

— Accelerate close and reporting cycles while reducing costs of compliance

� Scorecarding

— Align strategy with goals to create an aligned, accountable organization

Hyperion System 9 Applications +Driving Accuracy, Alignment and Accountability

LEGACY

DW

CRM

ERP

An Integrated,

Modular Suite


� Shared Services

— Common User Provisioning & Security

— Central License Management

� Data & Application Integration

— Enables sharing of information and leverages integration investments

� Master Data Management

— Synchronizes master data across applications and transactional systems

Hyperion System 9 Foundation Services Common Infrastructure

LEGACY

DW

CRM

ERP

Lower TCO


LEGACY

DW

CRM

ERP

Hyperion System 9 Applications +Planning and Modeling


Hyperion Planning

4.1

New Features


Hyperion Planning 4.1 Themes

� Business Performance Management Leadership— User Provisioning— License Management— Common Terminology— Common Install and Configuration— Hyperion Planning and Hyperion Financial Management Integration

� Market-Leading Usability— User Interface Enhancements— Task List Navigation— Copy Supporting Detail— Common User Interface (phase 2)— HBR Graphical Interface— Smart View Enhancements

� Increase Functional Depth— Workforce Planning Enhancements


Common Installation & Configuration Utility

� Common Installation

— BPM initiative spanning entire product suite

— Consistent UI and flow across all products

� Configuration Utility

— Simplification of Application deployment

— Single utility that will automate:— License Activation

— Hub Registration

— Web App Deployment

— Property File


User Management Console Overview

� Single Administrative console for all Hyperion products

� Manages User/Group product role assignments across entire Hyperion Suite

� Access Controls managed at the application level


User Management Console Overview Cont.



� User Directories— Listing of all available External Providers configured with Shared

Services— Native Directory – Allows for the creation of native Users & Groups

� Projects— Folder Management System used to house similar applications— Multiple application from any product(s) can be contained in the

same project— Users/Groups can only be assigned to an application that is held

within a project

� Unassigned Applications— Holding area for newly registered applications— Unassigned Applications can not be provisioned with any

user/groups



� Types of Roles

— Shared Services Roles – assignments that govern a user/groups capabilities within Shared Services

— Product Roles – assignments that govern a user/groups capabilities within an individual product

— Aggregated Role – a custom role definition that could combine various Products & Shared Services roles

� Global Roles

— Shared Services roles that enable a user/group capabilities across the entire Shared Services suite

� Application Roles

— Product Specific Roles that are assigned at the application level

— Shared Services roles that enable a user/group capabilities that are limited to a specific application


Planning User & Group Migration

� All System Components have been upgraded

� All application servers have been configured and are available

� Existing Applications have been migrated to Planning 4.1

� Next Steps

� Existing Applications need to be registered with Hyperion User Management Console

� Existing Applications’ User & Group Assignments need to be migrated to Hyperion User Management Console


User Interface Enhancements

� Key Enhancements

— Screen and User Mode Persistence

— “New” menu items

— New Toolbar icons— Supporting Detail

— Cell Text

— One touch “Full Screen” capability

— View Pane in Basic Mode to support New Task List hierarchy

— Common Terminology— Dimensions – Scenario, Version, Entity, Account, Period, Year

— Objects – Data Form

— New LogOff Confirmation Message Box


� Screen and User Mode persistence— Screen persistence : Return to last visited page upon logging in

— User Mode persistence : When switching from Basic to Advanced Mode, will be returned to last visited page under Advanced Mode

� “New” Menu items:

Enhancements - Navigation


� New Toolbar icons :— Supporting Details

— Cell Text

� One touch “Full Screen” capability

� New “Log Off” confirmation box :

Enhancements - Navigation


� Default access for Task List creators

� Using Task Lists :— Display View pane in Basic Mode

— Display of hierarchical view of Task List in View pane

— “Linked” Tasks launched from the View Pane

— “Task Complete” icon displayed in View pane

Enhancements - Task Lists


Applications+ Improved Integration

� Common Terminology— Dimensions – Scenario, Version, Entity, Account, Period, Year


Applications+ Improved Integration

� Common Terminology— Objects – Data Form


Supporting Detail Enhancement

� Ability to copy all relational data, including supporting detail from one dimensional intersection to another dimensional intersection.


� Available to Administrators or Application owners only

� “Copy Versions” still exists

� Can simulate Copy Versions functionality if so desired

� No security enforcement

� We preserve selected settings for the current session

Supporting Detail Enhancement


� Common Add-In introduced in Planning 4.0

� Support for forms with Run-Time-Prompts on Save

� Formula Preservation

Smart View Enhancements


� Graphical Designer now part of Analytic Administration Services (AAS)

� Installed as part of AAS and configured along with AAS. No separate installer.

� All HBR stored in a single repository

� Migration from existing graphical rules repository

� Old Graphical interface and repository no longer supported

� Hyperion Configuration Tool will register HBR as a product in Shared Services and publish HBR roles

� Repository migration performed from within AAS (Right-click Administration – Migrate Repository)

� Migration from prior versions to HBR 4.1 supported

� HBR 4.1 only available with AAS 9.0

� Run Time Prompts are now accessible by Smart View

Hyperion Business Rules –Key New Features


HBR - New Graphical Interface


� HBR Project created with HBR as an application

� HBR Roles published: roles changed to Administrator, Interactive and Basic (to match Planning roles).

� Existing HBR roles will be migrated

� Provision user to HBR

� Assign Role to user

� Access control still done in HBR (users provisioned within Shared Services)

HBR - User Provisioning


Hyperion System 9 Workforce Planning

� Packaged solution for quick implementations

� Plan merit increases and compensation at any level

� Integrates actualsfrom HR systems

� Add, edit and delete employees and new hires

� Pre-defined calculations for taxes and benefits

� Test scenarios in real-time for impact analysis

Improves Headcount, Salary and Compensation Planning


� Customization support enhancement :

— Enable user-defined custom attributes in WFP

— Ability to delete or modify any predefined attributes and their members

— Ability to delete any predefined accounts

— Ability to turn off Set Screens (uncheck box)

— Ability to launch custom calc scripts

� Support for customizing Tax calculations

— Span multiple years

— Adjust rates and limits

— Addition of WF_Region Attribute Dimension which will facilitate global tax calculations that differ by country/geographic region

Workforce Planning Enhancements


Hyperion Planning

4.1.1

New Features


Hyperion Planning 4.1.1 Themes

� Enterprise Readiness

— 64 bit support on Itanium

— Business Rules

� Increase Functional Depth

— Core Planning Platform Updates

— Re-architected Workforce Planning


64 bit Support

� 64 bit Support

— HP-UX 64 bit support on Itanium only

— Windows 2003 64 bit support on Itanium only


Business Rules

� Business Rules

— Support for Smart Lists

— Performance optimizations


Core Planning Platform Enhancements

� Smart Lists

� Custom Menus

� Data Form Enhancements

� Member Formulas

� UDAs


Smart Lists

� Create a list of like items that can be used as data values on data forms

� Defined under Administration menu – Manage Smart Lists

— Smart Lists— Properties

— Name

— Label

— Display Order

— #Missing Customization

— Entries

— Use generated key or create own numbering scheme

— Name

— Label

— Preview

— Drop Down View

— Table View

— Smart List Evaluation Order – must be defined before Smart Lists are available to end users


Smart Lists


Smart Lists

� Associate Smart Lists with dimension members within Member Properties

— Create Smart List called Location and associate it with an account called Location

� Enable Smart Lists for Data Forms

— Select Enable Smart Lists option under Display Options tab of Data Form Designer

— Smart Lists are supported in Smart View

� Examples of Smart Lists

— Location

— Position

— Grade

— Employee Type

— Action


Smart Lists


Custom Menus

� Right click menus that can be used to launch the following:

— Business Rules

— Context sensitive data forms

— URL

— Context sensitive process management

� Defined under Administration menu – Manage Menus

— Establish menu hierarchy, similar to Task Lists (Add Child, Add Sibling)

— Add General Properties – Name, Label, Icon, Type, Required Dimension

— Add Menu Type Properties— Varies by Business Rule, Data Form, URL, and Process Management


Custom Menus

Business Rule Type:


Custom Menus

Data Form Type:


Custom Menus

� Associate Menus with Data Forms

— Select Context Menus option under Display Options tab of Data Form Designer to associate the custom menus


Custom Menus

� Leverage Menus within Data Forms

— Right click functionality on data grid

— Required Dimension will drive the usage of the Custom Menus


Data Form Enhancements

� Data Form Options

— Data Form - Read Only

— Segment Properties – applies to Rows or Columns— Hide

— Show Separator

— Read only

— Suppress Hierarchy

— Enhanced Suppression on Rows— For highly sparse data sets to improve

query performance (Suppress Missing Blocks)

— Dynamic User Variables— Initial selection is set in File/Properties

— Eliminates need to select new User Variable from File/Properties


Data Form Enhancements


Member Formulas

� Exposing Member Formula creation/ management within Planning Dimension Editor –Member Formulatab

� Option for validation of member formula

� Allows for Dynamic Calc Level 0 members within outline


UDAs

� Exposing UDA creation/ management within Planning Dimension Editor – UDA tab

� Options for adding new UDA, modifying existing, or deleting


Re-architected Workforce Planning

� Split Employee and Entity dimensions

— Support Process Management

— Supports transfers

— More efficient New Hire Planning

� Transfer functionality

� Predefined Account structure

� Predefined Smart Lists

� Predefined Custom Menus

� Predefined Business Rules

� Predefined Member Formulas

� Predefined Data Forms


Split Employee and Entity Dimensions

� Leverage base Entity dimension

— Process Management

� Create new Employee dimension with hierarchy, shouldn’t be flat list

� Pre-populated with 30 TBH members (TBH1, TBH2, TBH3, etc.)

— New data intersection creates a TBH (combination of Entity and Employee)

� Supports transfers

— Employees can exist at two different dimensional intersections— Data drives the creation

— Suppression drives the display


Transfer Functionality

� One step process

— Assumption: planning unit owner has access to both the transfer in and out entities

— Single business rule to transfer employee and related costs fromone entity to another

� Two step process

— Assumption: planning unit owner does not have access to both the transfer in and out entities

— Two business rules created to transfer employee and related costs— Transfer Out initiates the transfer and makes user available for transfer in

— Transfer In completes the process

� Reconciliation report created to ensure all “Outs” and “Ins” are established


Predefined Account Structure

� 120 Accounts created in model

� Can be renamed, deleted, modified as desired


Predefined Smart Lists

� 8 Smart Lists with generic entries created in model


� Associations to dimension members and data forms already created when model is initialized

� New Smart Lists will have to be assigned to appropriate dimension members and data forms


Predefined Custom Menus

� Menus with generic entries created in model


� Associations to data forms already created when model is initialized

� New Menus will have to be assigned to appropriate data forms


Predefined Business Rules

� Business Rules with Run Time Prompts to drive member formulas are created

— Change Employee Status

— Transfer Out

— Transfer In

— Transfer Out and In

— Plan Departure

— Add TBH

— Reconcile TBH

� Need to be more careful about modifying these business rules as they integrate with the member formulas to execute Smart List action changes


Predefined Member Formulas

� Predefined Member Formulas

— Bonus

— Merit

— FICA, FUTA, SUTA

— Health Care Costs

— Total Salary

— FYTD Salary, CYTD Salary

— And others …

� Can be customized to meet customer needs

— Change definition of what should be included to calculate Bonus or Merit or Taxes


Predefined Data Forms

� Predefined Data Forms

— Manage Existing Employees and related Expenses

— Manage New Hires and related Expenses

— Compensation Review

— Headcount and FTE Review

— Employee Summary Review

� Can be customized to meet customer needs

— Display options

— More dimensionality

— Different Accounts/Smart Lists

— New menus


Questions

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