Chapter 02 · Finance systems

Oracle EPM, on-premise and cloud.

Hyperion on-premise and EPM Cloud, from Planning to master data. Implementations, upgrades, and support by one team.

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Chapter 01 · The suite

The suite, module by module.

Two columns, one practice. Choose a module for what it stands for. The connectors show the usual road from on-premise to cloud.

  • Hyperion on-premise
  • EPM Cloud
Hyperion Financial Management: consolidation and close, on-premise.
Data Relationship Management: master data and hierarchies, on-premise.
Enterprise Planning and Budgeting Cloud Service.
Planning and Budgeting Cloud Service.
Financial Consolidation and Close Cloud Service.
Profitability and Cost Management Cloud Service.
Enterprise Data Management Cloud Service: master data and hierarchies, cloud.
Chapter 02 · Implementations, upgrades, support

Implementations, upgrades, support.

  1. 01

    Implement

    New Planning, consolidation, or profitability applications built with your finance team in the room.

  2. 02

    Upgrade

    Hyperion to EPM Cloud, or version to version, with the data reconciled before anyone signs off.

  3. 03

    Support

    Close-period cover, patches, performance, and the small changes that keep a model honest.

Chapter 03 · Master data holds it together

Master data holds it together.

Hierarchies, mappings, and the rules that keep every system agreeing on what a cost centre is. DRM and EDMCS, governed. Change a hierarchy once, and every application that subscribes should agree.

Fig. 01Master data, propagatedILLUSTRATIVE
Master data propagated from EDMCS One cost centre added in EDMCS fans out to Planning, FCCS and Essbase, which each confirm the same code. With governance off, three teams enter the code separately and the spellings drift. EDMCS PlanningCC-0417 FCCSCC-0417 EssbaseCC-0417
Governed by EDMCS
One change in EDMCS. Three applications agree.
  1. A cost centre is added in EDMCS.
  2. The change is published to Planning, FCCS and Essbase.
  3. Each application confirms the same code.
  4. Without governance, each team enters its own version and the codes differ.
Chapter 04 · Where AI fits in finance

Where AI fits in finance.

Close packages assembled and checked. Reconciliations run before the review meeting, not during it. A person signs off.

Reporting and reconciliation →

Questions.

01On-premise or cloud?

Both, and the road between them.

02Can you support what someone else built?

Yes. We start by reading it, then a metadata audit.

03How do upgrades run?

In parallel, reconciled, then cut over.

04Do you work with our finance team directly?

Yes. The workshop is with finance, not only IT.

Tell us which model is hurting.

Planning, consolidation, or the master data underneath. Tell us where the close slows down and we will come back with an approach and an estimate.

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