Session #S292741-

Symantec: Best Practices in Enterprise

Performance Management and Integration
Arun Gudipati / Principal Analyst, BPM
Li-Chung Ting / Senior Analyst, BPM
Symantec Corporation
About Symantec

• World leader in providing solutions to help

individuals and enterprises assure the security,
availability, and integrity of their information
• Founded in 1982, Symantec employs more than
17,000 people around the world
• 4th largest independent software company in the
world
• Approximately $5.5 billion in revenue
Symantec: Best Practices in EPM and Integration 2
Agenda

• Introduction to Symantec’s Framework

– Symantec’s EPM Environment
• BPM Tools
• Data Repository
• Planning Applications
– EPM Integration
• Philosophy
• Architecture
• Solutions Walk-through
– Security, Metadata Add/Change, Planning, Interactive Reporting,
Hyperion Essbase Analytics
• Future Architecture
• Q&A

Symantec: Best Practices in EPM and Integration 3

What are best practices?

• A technique or methodology that, through experience and

research, has proven to reliably lead to a desired result

• A better method or innovative practice that contributes to

the improved performance of an organization

• Processes and activities that have been shown in

practice to be the most effective

Symantec: Best Practices in EPM and Integration 4

Accomplishments through Best
Practices
• Continuous planning, forecasting and reporting cycle (98% up time)
• 1,000+ application users worldwide with 24 hour production support
• Single source of truth
• Centralized metadata management
• Integration with financial data warehouses, other OLAP and reporting
applications
• Integrated security tool
• SOX compliance
• Automated self service delivery model
• Near real time reporting with transactional data drill through
capabilities

Symantec: Best Practices in EPM and Integration 5

EPM Environment

• BPM Tools
– Hyperion Planning (4.1)
– Hyperion Essbase Analytics (7.1.2)
– Hyperion Essbase Integration Server (7.1.2)
– Hyperion Data Relationship Management (9.2.0.10)
– Hyperion Interactive Reporting (9.2)
– Hyperion Financial Reporting (9.2)
– Hyperion Financial Management (4.01.SP2)
– Star Integration Server (2.2.6)
– Hyperion Application Link (7.3)
• Future Plan
– 9.3.1.0 in Q1 2008

Symantec: Best Practices in EPM and Integration 6

EPM Environment

• Data repository
– Finance Data Warehouse – Oracle 9i
– Oracle ERP
– Data Relationship Management – SQL Server 2005
– Planning – SQL Server 2005
– PeopleSoft HRMS
– Active Directory

Symantec: Best Practices in EPM and Integration 7

EPM Environment
Applications
• Planning Applications
– Spend
• Variance Analysis
– Revenue
– Hedging
– Distributed Benefits
• Essbase Applications
– SpendRep
– RevenueRep
– GL Data
• Business Intelligence Dashboards

Symantec: Best Practices in EPM and Integration 8

EPM Integration

• Philosophy
– Finance data warehouse is the source of all financial data
– Data Relationship Management is the source of all metadata
• Finance data warehouse
• Planning/Essbase Analytics dimensions
• Security hierarchies
– Self Service through automation
• Develop end-to-end automated solutions
• Zero latency
• Empowering users

Symantec: Best Practices in EPM and Integration 9

BPM Integration Architecture

Security Tool Metadata Add/Change Tool

Star Integration
Server
Foundation Server

DRM Finance Data

Server Warehouse

Planning Essbase HFM

Server Server Server
BI Server

EIS
Server

Dashboards / Reports Excel Pivot Tables Essbase Reports

Symantec: Best Practices in EPM and Integration 10

EPM Integration Architecture –
Security
Security

Direct Manager
User
Business Owner

Web Security Application Owner

Finance Data Warehouse

DRM Server

Planning Server
Foundation Server

Nightly Refresh

Symantec: Best Practices in EPM and Integration 11

Parallel Maintenance – Parallel
Maintenance

Maintenance
Active Application
Application

Nightly Metadata and

Security Refresh Finance Data Warehouse

Maintenance
Active Application
Application
DRM Server

Symantec: Best Practices in EPM and Integration 12

Solutions Walk Through

Symantec: Best Practices in EPM and Integration 13

Solutions Walk Through

Metadata Add/Change Security

DRM

Planning - Variance
Analysis Planning - Spend

Dashboard Reports

Variance Analysis
Dashboard Essbase Spendrep

Symantec: Best Practices in EPM and Integration 14

Solutions Walk Through

“Security”

Symantec: Best Practices in EPM and Integration 15

Solutions Walk Through
Security

Security Benefits

• Automated SOX compliance

– Eliminated manual processes and segregation of duty issues
– Eliminated errors associated with manual processing
– Centralized System of Record
– Complete historical audit trail
• Increased user satisfaction – faster turnaround time in
getting approvals

Symantec: Best Practices in EPM and Integration 16

Solutions Walk Through
Security Architecture

Security

Foundation Server Finance Data

DRM Server
Warehouse

Dashboard Reports

Planning Essbase

Symantec: Best Practices in EPM and Integration 17

Solutions Walk Through
Security
• Access Request Form
– Recognizes current user
– Pick which dashboards to request access

Symantec: Best Practices in EPM and Integration 18

Solutions Walk Through
Security
• Access Request Form – Step 2
– Enter Business Reason
– Click “Submit Request”

Symantec: Best Practices in EPM and Integration 19

Solutions Walk Through
Security
• E-mail generated asking user to confirm request

Symantec: Best Practices in EPM and Integration 20

Solutions Walk Through
Security
• Access Request Confirmation/Approval Page
– Used for confirming request by requestor
– Used for approval request by approvers (Manager, Dashboard
Owner, and Business Owners)

Symantec: Best Practices in EPM and Integration 21

Solutions Walk Through
Security
• All provisioning has been automated in the back-end
• E-mail generated notifying user that access has been
granted

Symantec: Best Practices in EPM and Integration 22

Solutions Walk Through
Security
• One click access to authorized dashboards

Symantec: Best Practices in EPM and Integration 23

Solutions Walk Through
Security
• BI Dashboard

Hyperion Business Intelligence

Symantec: Best Practices in EPM and Integration 24

Solutions Walk Through

“Metadata Add/Change Form”

Symantec: Best Practices in EPM and Integration 25

Solutions Walk Through
Metadata Add/Change

Metadata Add/Change Form Benefits

• A web-based tool with built-in approval workflow for
the Metadata add/change process to replace the
paper-based manual process
• Has built-in logic to validate the data entered by the
users
• Helps streamline the business process and reduce the
human errors
• Allows the users to check the real time status of their
requests
• SOX compliance

Symantec: Best Practices in EPM and Integration 26

Solutions Walk Through
Metadata Add/Change Architecture

Metadata Add/Change

Finance Data
DRM Server
Warehouse

Dashboard Reports

Planning Essbase

Symantec: Best Practices in EPM and Integration 27

Solutions Walk Through
Metadata Add/Change
• Cost Center 001-2036-000 in Metadata Add/Change form

Symantec: Best Practices in EPM and Integration

Solutions Walk Through
Metadata Add/Change

Symantec: Best Practices in EPM and Integration 29

Solutions Walk Through
Metadata Add/Change
• Cost Center 001-2036-000 in DRM

Symantec: Best Practices in EPM and Integration 30

Solutions Walk Through
Metadata Add/Change
• Cost Center in Planning dimensions

Symantec: Best Practices in EPM and Integration 31

Solutions Walk Through
Metadata Add/Change
• Cost Center 001-2036-000 in Planning - Spend

Symantec: Best Practices in EPM and Integration 32

Solutions Walk Through

“Variance Analysis”

Symantec: Best Practices in EPM and Integration

Solutions Walk Through
Variance Analysis

Variance Analysis Benefits

• Provides centralized analyst comments for a specific

variance
• Streamlines communication between peers and upper
management
• Standardizes the process/format for submitting
variance analysis
• Automates executive reporting package

Symantec: Best Practices in EPM and Integration 34

Solutions Walk Through
Variance Analysis
Variance Analysis
Planning Database
Spend

Star
Integration
Server

BI Server

Finance Data
DRM Server
Warehouse

Dashboard Reports

Symantec: Best Practices in EPM and Integration 35

Solutions Walk Through
Variance Analysis
• Planning Variance Analysis with 001-2036-000 (Finance VP)

Symantec: Best Practices in EPM and Integration 36

Solutions Walk Through
Variance Analysis
• Planning Variance Analysis – Supporting Detail

Symantec: Best Practices in EPM and Integration 37

Solutions Walk Through
Variance Analysis
• Planning Variance Analysis with dashboard link

Symantec: Best Practices in EPM and Integration 38

Solutions Walk Through
Variance Analysis
• BI - Interactive Reporting

Symantec: Best Practices in EPM and Integration 39

Solutions Walk Through
Variance Analysis
• BI - Interactive Reporting

Symantec: Best Practices in EPM and Integration 40

Solutions Walk Through

Essbase Analytics / Essbase Integration Services

“Spendrep”

Symantec: Best Practices in EPM and Integration 41

Solutions Walk Through
Spendrep

Spendrep Benefits

• Parallel reporting tool to the Planning - Spend

application
• Offloads reporting requests from Spend application
• Provides less restrictive reporting security
• Provides additional attribute dimensions for easier
reporting
• Provides drill through to finance data warehouse
transactional level data
• Supplements the Excel pivot table reports with hourly
data refresh

Symantec: Best Practices in EPM and Integration 42

Solutions Walk Through
Spendrep

Planning Spend

Finance Data Star Integration Server

DRM Server
Warehouse

EIS Server Essbase Essbase

Spendrep Spend

Essbase Reports With Drill Through

Symantec: Best Practices in EPM and Integration 43

Solutions Walk Through
Spendrep
• Planning - Spend

Symantec: Best Practices in EPM and Integration 44

Solutions Walk Through
Spendrep
• Drill through for transactional detail in Essbase - Spendrep

Symantec: Best Practices in EPM and Integration 45

Solutions Walk Through
Spendrep
• Transactional detail report in Essbase - Spendrep

Symantec: Best Practices in EPM and Integration 46

Recap of Accomplishments

• Parallel Maintenance for Hyperion Planning

– Continuous planning, forecasting and reporting cycle (98% up time)
• Integrated Architecture
– 1,000+ application users worldwide with 24 hour production support
• DRM and Financial Data Warehouse
– Single source of truth via bi-directional integration
• Spend Application (Variance Analysis)
– Integration with financial data warehouses, other OLAP and reporting applications
• Security tool
– SOX compliance
– Automated self service delivery model
• Metadata Add / Change tool
– Centralized metadata management
– Automated self service delivery model
• SpendRep / RevenueRep
– Near real time reporting with transactional data drill through capabilities

Symantec: Best Practices in EPM and Integration 47

BPM Future Architecture
System 9.3.1 Clustered
Web Tier

Application Tier

Business Intelligence Server

Database Tier

Hyperion Database Server Analytic Services Server

Symantec: Best Practices in EPM and Integration 48

Q&A

Hyperion
Symantec: Best Planning
Practices in EPM- ICO
and Integration 49
 Thank You

Arun Gudipati arun_gudipati@symantec.com (408) 517-5874

Lichung Ting li_chung_ting@symantec.com (408) 517-5982
© 2006 Symantec Corporation. All rights reserved.
THIS DOCUMENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND IS NOT INTENDED AS ADVERTISING. ALL WARRANTIES RELATING TO THE INFORMATION
IN THIS DOCUMENT, EITHER EXPRESS OR IMPLIED, ARE DISCLAIMED TO THE MAXIMUM EXTENT ALLOWED BY LAW. THE INFORMATION IN THIS DOCUMENT IS
SUBJECT TO CHANGE WITHOUT NOTICE.

Hyperion
Symantec: Best Planning
Practices in EPM- ICO
and Integration 50