Kscope13 Presentations

Check out the presentations listed below.



Planning at Transaction Levels while Maintaining Performance
Chris Boehmer , The Hackett Group
Co-presenter(s): Danny Frasco, Kimco Realty Corporation
When: Jun 26, 2013, Session 12, 9:45 am - 10:45 am
Topic: Planning - Subtopic: General Planning

Would you like to obtain greater detail in your planning or forecasting process - e.g., to plan for greater product or customer granularity, more periods, etc.? But you're afraid that your Planning application just won't be able to cope with these requirements? In this session, you will hear how an organization's desire to forecast a large number of detailed items for a long period of time led to some innovative solutions built to enhance their Hyperion Planning application.

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Taking the Fear Out of Activity Based Costing with HPCM
Alex Cohen , ADI Strategies
When: Jun 27, 2013, Session 17, 8:30 am - 9:30 am
Topic: Planning - Subtopic: HPCM

This presentation will demonstrate the practical application of Activity Based Costing and how to leverage HPCM, along with Hyperion Planning, to take the fear out of implementing ABC. From Shared Services to Product/Customer Profitability, this session will discuss how to make it happen with HPCM and the rest of the Hyperion product suite. * Cost Management = Profitability Analytics * Cost Management - Why "managing dollars" isn't good enough * Allocations done wrong * What is a driver-based model? * Managing actionable cost instead of line item cost * Strategic Cost Modeling (ABC) * HPCM & ABC demo.

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Top Six Advanced Planning Tips
Jessica Cordova , ARC EPM Consulting
Co-presenter(s): Cameron Lackpour
When: Jun 24, 2013, Session 4, 1:45 pm - 2:45 pm
Topic: Planning - Subtopic: No Subtopic

Extracting the maximum value from your Planning implementation means going beyond the basics, sometimes way beyond the basics. Whether fully exploiting in-built functionality or going outside the Planning box, this session covers the concepts, tips, and techniques you need to get the most out of your Planning system. This session will cover Planning good practices from a design and technical perspective as well as 100 percent-unsupported-but-totally-cool hacks that make Planning even better. Topics include: focused aggregations, inherited security, METAREAD filters, automated migrations, truly exploiting form validations, Task Lists, and Process Management, and of course how to review an existing Planning application. Does this sound like too much for a single session? It is, but that's okay because you are going to vote on which topics we present on (four out of six). No worries -- the balance will be posted to the web page and we pinky-promise to do webinars on those other subjects. This is a democracy of Planning practitioners and *you* get to decide what tips/hacks/general awesomeness we present at Kscope13.

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Calc Manager: Go Beyond Basics and Unleash the Power of Oracle Hyperion Planning
Ludovic De Paz , TopDown Consulting
Co-presenter(s): Terrance Sundar, Shutterfly
When: Jun 26, 2013, Session 15, 3:00 pm - 4:00 pm
Topic: Planning - Subtopic: General Planning

With Hyperion 11.1.2.3., Calc Manager is the only option to develop and deploy Business Rules. This is a fantastic opportunity for developers to leverage its latest advancements. This session will examine key features and functionality in Calc Manager and demonstrate how to successfully achieve your goals while improving quality. It will also include best practices, tips, tricks, and techniques that consultants, administrators, and end users can leverage to make completing projects and daily tasks easier.

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Planning Experts Panel
Natalie Delemar , Ernst & Young
When: Jun 25, 2013, Session 10, 3:30 pm - 4:30 pm
Topic: Planning - Subtopic: No Subtopic
Hyperion Planning: From Static to Dynamic!
Cindy Eichner , Finit Solutions
When: Jun 27, 2013, Session 19, 11:00 am - 12:00 pm
Topic: Planning - Subtopic: No Subtopic

Does it take days or weeks to get ready for your next planning cycle? Do you have to edit forms, rules, reports, and more just to be able to have the system open for users? Instead of a static design, learn some best practices for the dynamic implementation of Hyperion Planning. Embracing a dynamic methodology makes the administration of your planning cycle painless. By using dynamic techniques, forms and calculations may be maintained quickly and effortlessly. Nightly maintenance and defragmentation of the Essbase databases can be automated. Financial Reports will become virtually maintenance free. Empowering users can be controlled while offering flexibility. While learning best practices this session will include demonstrations of solutions.

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Dynamic Integrations for Multiple Hyperion Planning Applications
Ricardo Giampaoli , TERACORP
Co-presenter(s): Rodrigo Radtke de Souza, Dell
When: Jun 26, 2013, Session 15, 3:00 pm - 4:00 pm
Topic: Planning - Subtopic: General Planning

This session will cover how to use Oracle Data Integrator and Oracle Hyperion Planning metadata repository to build dynamic, flexible, and reliable processes to maintain metadata, load, and extract data from any number of applications with a single generic component.

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General Dynamics Land Systems - Leveraging Oracle | Hyperion Planning for Controlling Cash
Matt Gilchrist , General Dynamics Land Systems
Co-presenter(s): Matt Gilchrist, General Dynamics Land Systems
When: Jun 26, 2013, Session 13, 11:15 am - 12:15 pm
Topic: Planning - Subtopic: General Planning

With many General Dynamics Business Units engaged in multi-year capital-intensive contracts, General Dynamics sees cash management as a key strategic financial imperative. Yet managing the Cash Forecasting and Reporting process is a daunting task due to the inherent complexities of Cash Planning, including timing, and various contract types. GD Land Systems successfully leveraged Oracle | Hyperion Planning to improve and ultimately fully control this process. This presentation will focus on how the Cash Forecasting and Reporting process can be managed differently, to provide organizations with immediate access to critical data, and provide full control and desired transparency. Specifically, the presentation will: - Outline the challenges faced by A&D organizations in managing cash - Provide a proven methodology to address these cash management challenges - Showcase how General Dynamics Land Systems achieved a standardized and efficient cash management solution that provides the ability to forecast, model, and integrate cash planning into their financial plan

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Automating Hyperion Planning Tasks
Kyle Goodfriend , Rolta Solutions
When: Jun 25, 2013, Session 9, 2:00 pm - 3:00 pm
Topic: Planning - Subtopic: General Planning

Maintaining Hyperion Planning environments can be so time-consuming that there is little time for development. We are constantly being asked to do more with less. Understanding some of the utilities and options to automate redundant operations can significantly improve your ability to react to change. It allows more time for new development, eliminates human error, and increases productivity and system stability. Find out what options are available, how to use them, and see real world examples you can take home.

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Setting the Pace: Real Time Aggs in Planning at St. Jude Medical
Michael Henderson , MJ Henderson LLC / Tethys Corp
Co-presenter(s): Lisa Jones, Saint Jude Medical, Inc.
When: Jun 24, 2013, Session 1, 8:30 am - 9:30 am
Topic: Planning - Subtopic: General Planning

St. Jude Medical forecasts in a large Planning application. The cubes have NO upper level blocks. Over 2500 form saves a day, the app delivers rolled up data right away. How? Data makes a "round trip" to a twin ASO cube and back. Depreciation, payroll, and FX translation calcs happen in the Planning BSO cubes; dimensions roll up in the ASO cube. This presentation will cover the design -- CDFs, high performance push process, ASO optimization, and transparent partition considerations. Production results, monitoring tools, performance stats, and end-user feedback will also be covered.

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The "NEW" Process Management for Hyperion Planning 11.1.2x
Jonathan Johnson , MindStream Analytics
When: Jun 24, 2013, Session 3, 11:30 am - 12:30 pm
Topic: Planning - Subtopic: General Planning

Hyperion Planning Process Management (newly renamed Approvals for 11.1.2.1) has been significantly enhanced for 11.1.2 and subsequent releases. This often under-utilized functionality of Hyperion Planning includes new features such as the ability to manage and customize planning units at a much greater degree of detail than previously possible, as well as integrate new web form validation rules into your approvals process. Attendees will learn how to use the new functionality as well as enhanced design considerations. The presentation will cover the following topics: * Promoting planning units based on entity and secondary dimensions * Difference between bottom-up budgeting, distributed budgeting, and free-form budgeting templates * Managing planning unit status * Using Out Of Office wizard to set delegate, promote, and reject actions * Use validation rules to dynamically assign owners and reviewers

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Mapping Applications for Reporting in Hyperion Planning 11.1.2.x
Jonathan Johnson , MindStream Analytics
When: Jun 27, 2013, Session 18, 9:45 am - 10:45 am
Topic: Planning - Subtopic: General Planning

Hyperion Planning now includes the capability to directly map dimensions between source Planning applications and target reporting applications. This relatively new functionality allows Planning applications the flexibility to link data to multiple reporting applications, as well as the ability to map Smart Lists from Planning to a target reporting application. The audience will learn when Aggregate Storage Option is best used as well as advantages of this under-utilized functionality.

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Oracle Hyperion Planning Tips, Tricks and Best Practices at Access Midstream
Bryan Krusemark , Access Midstream
When: Jun 26, 2013, Session 11, 8:30 am - 9:30 am
Topic: Planning - Subtopic: General Planning

This session will uncover how to get the most out of your Planning implementation by discussing functionality, optimization, and other features that were used in the Hyperion Planning implementation at Chesapeake Energy. The session will talk about tips for your Planning implementation, including application design, data loads, web form design, use of Business Rules, Financial Reporting design, smart lists, and more. This presentation will provide information to help you take your current use of Planning to the next level.

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Oracle Project Financial Planning -- The Owner's Manual
Josephine Manzano-Stettler , ADI Strategies
When: Jun 26, 2013, Session 11, 8:30 am - 9:30 am
Topic: Planning - Subtopic: Project Planning

Oracle Project Financial Planning is the newest packaged application to be rolled out with the Oracle Hyperion Enterprise Planning Suite (v.11.1.2.3). This pre-built solution ties project financial planning to corporate financial planning activities within a single application, as well as, supports financial planning throughout the complete project management lifecycle. Want to find out more?...a LOT MORE? This presentation will dive deep into the new Oracle Project Financial Planning solution. The following will be covered: 1) Highlights of key out-of-the-box features, functionality, and analytical tools 2) Integration with the Workforce and Capex Planning Modules, ERP, and Project Management systems 3) Implementation considerations for a successful deployment 4) Minimizing customizations...Are your company's business needs the right fit for the packaged solution? Maximize your success for integrating Oracle Project Financial Planning into your Enterprise Planning tool set.

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From Essbase Developer to Planning Developer
Brian Marshall , US-Analytics
When: Jun 24, 2013, Session 5, 3:00 pm - 4:00 pm
Topic: Planning - Subtopic: General Planning

Are you still using Essbase to do Planning? Allow me to introduce you to Hyperion Planning. For most Essbase developers, making that initial leap into Hyperion Planning is a bit scary. This presentation will walk users through the key steps to building a Hyperion Planning application. If you already know Essbase, you've already mastered the hardest part. From building the initial Planning model to producing web forms for the end-users, this presentation will provide a step-by-step guide to your first Planning application along with a live demo. You will come as an Essbase developer, but you will leave as a Planning developer.

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Managing Your Project Budgets: Introduction to the New Hyperion Project Planning Module
Tracy McMullen , interRel Consulting
When: Jun 24, 2013, Session 2, 9:45 am - 10:45 am
Topic: Planning - Subtopic: Project Planning

Hyperion Planning 11.1.2.3 adds a new pre-built module to the existing suite of Workforce and Capital Expenditure planning. This new module, Project Planning, fills the gap of how to budget for projects both short- and long-term before they become capitalized assets. Whether you want to budget IT projects from initial proposal through implementation, capital projects to expand facilities, or development projects out in the field, the new Project Planning module can handle them all.

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Leggett & Platt Case Study: Oracle Hyperion Profitability and Cost Management for Shared Services Co
Cynthia Moehlman , MarketSphere Consulting
When: Jun 26, 2013, Session 16, 4:15 pm - 5:15 pm
Topic: Planning - Subtopic: No Subtopic

In a cost-conscious economy, departments and lines of business keep close tabs on every penny that impacts their bottom line. Efficiencies can be gained by pooling common administrative functions into shared service centers, but who pays the bill? Find out how Oracle Hyperion Profitability and Cost Management is used to allocate costs to product lines, customer segments, locations, channels, and other lines of business and learn more about customer successes. Understand how Leggett & Platt has deployed HPCM to build a set of models to enhance allocation methodology to products and customers, provide transparency into costs, and to create customer and product profitability reporting for its manufacturing processes.

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Planning Automation and Position Control at College of DuPage
Chuck Persky , Performance Architects
Co-presenter(s): Dave Virgilio, College of Dupage
When: Jun 25, 2013, Session 6, 8:30 am - 9:30 am
Topic: Planning - Subtopic: General Planning

Come see how College of DuPage lessened the 'planning' burden on their operating staff by utilizing Hyperion Planning to automate all facets of their planning process including the target, the budget, the monthly forecast, and the five-year outlook. In addition, learn how DuPage utilized Hyperion Planning in a unique way by capturing new hires and terminations on a daily basis, allowing the finance team to track and manage vacant positions in relation to the annual budget. This session outlines the methods used to create this functionality and explores the associated application design and analytics of their enterprise solution.

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Are You Using Smart Lists and Text Measures to the Fullest?
Darin Pope , Ensco plc
When: Jun 25, 2013, Session 8, 11:15 am - 12:15 pm
Topic: Planning - Subtopic: No Subtopic

This session with share how Ensco has creatively used smart lists and text measures to reduce dimensionality and database size while enhancing the end user experience with more flexibility and information. Learn how they pushed metadata maintenance into the hands of users (instead of the Planning administrator) using smart dimension numbers and free form text measures. You don't want to miss this session where you can learn the tips and tricks to take your Planning application to the next level.

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To CapEx Planning Module or to Custom CapEx Solution?
Darin Pope , Ensco plc
When: Jun 25, 2013, Session 9, 2:00 pm - 3:00 pm
Topic: Planning - Subtopic: CapEx Planning

This session will review why Ensco chose to implement a custom CapEx solution in Hyperion Planning. The speaker will provide an introduction to the pre-built CapEx module and then walk you through the solution, sharing key decision factors along with CapEx application design that included smart lists, text measures, SQL integration processes, and more. You'll leave this session with information to apply in your CapEx implementation for both custom and pre-built solutions.

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Introduction to Predictive Planning in Hyperion Planning
Troy Seguin , interRel Consulting
When: Jun 26, 2013, Session 12, 9:45 am - 10:45 am
Topic: Planning - Subtopic: General Planning

Version 11.1.2.3 of Hyperion Planning is including Crystal Ball's predictor feature. Predictor utilizes established time series procedures to help with forecasting upcoming time periods. This presentation will walk you through how to effectively use predictor as part of your budgeting and forecasting duties as well as an intuitive explanation of the concepts working behind the scenes.

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Workforce Planning: To Customize or Not to Customize...That is the Question...
Deanna Sunde , The Hackett Group
When: Jun 25, 2013, Session 10, 3:30 pm - 4:30 pm
Topic: Planning - Subtopic: Workforce Planning

Learn about Oracle Hyperion Workforce Planning -- what is "out-of-the-box" and perhaps more importantly, what is not. This session presents best practices including at what level to plan, budget, or forecast at: by employee, by position, or a "hybrid" approach. Assets and accelerators are shown including questionnaires used for requirements gathering and design documents. The "out-of-the-box" Workforce Planning module is demonstrated. Common configuration changes (and not so common ones) are shown using a case study approach from a number of client implementations. These configuration changes include: long-range planning at a higher level, multi-year forecasts, and additional dimensions/accounts.

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Metadata Design: Integrating Planning and Essbase Applications with HFM
Deanna Sunde , The Hackett Group
When: Jun 26, 2013, Session 14, 1:45 pm - 2:45 pm
Topic: Planning - Subtopic: General Planning

Designing integrations for global organizations with complex entity structures, elimination entries, multiple currencies, and cash flow structure requirements can be complex. It is important to understand the similarities and differences between Planning/Essbase and HFM required and optional dimensions to order to effectively design integrations and avoid missteps and rework. Using a case study approach, best practices in designing dimensions and integrating metadata are presented.

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Hyperion Planning Input Forms -- You're Doing it All Wrong
Jake Turrell , US-Analytics
When: Jun 24, 2013, Session 1, 8:30 am - 9:30 am
Topic: Planning - Subtopic: General Planning

If you're building lifeless input forms that simply present data and allow inputs, you're doing it all wrong! There are a host of intermediate-to-advanced features in forms that are ready to impress your end-users. Have you ever used a right-click menu to pass context to another form? What about data validations that actually work in Smart View? Have you tried your luck with in-sheet calculations? What about user variables? If you've built basic Planning input forms, and you're ready to take your apps to the next level, this presentation is for you. You'll get a step-by-step guide, illustrated with a live demo and real-world examples.

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Turbocharge Your Hyperion Planning Input Forms with Predictive Planning
Jake Turrell , US-Analytics
When: Jun 26, 2013, Session 13, 11:15 am - 12:15 pm
Topic: Planning - Subtopic: General Planning

One of the most exciting new enhancements to Planning 11.1.2.3 is its new Predictive Planning tool. This new feature allows users to plot their projections alongside those created by Predictive Planning, giving users another data set against which they can compare their results. This live demo will walk users through the process of setting up Predictive Planning and will provide several real-world examples. The session will cover: - When to use Predictive Planning and when to avoid it - Basic statistical concepts used by Predictive Planning - How to best configure input forms for Predictive Planning - A walk through of the Predictive Planning user interface - Running predictions. - Using Comparison Views to review the results of various scenarios - How to tweak your results with filters and reports Users will leave this session with the tools, knowledge, and confidence to implement Predictive Planning in their own environments.

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Enterprise Public Sector Planning & Budgeting at University of California, Berkeley
Tina Tymczak , M² Dynamics
Co-presenter(s): Andrea Zirman, University of California, Berkeley
When: Jun 27, 2013, Session 17, 8:30 am - 9:30 am
Topic: Planning - Subtopic: Public Sector Planning

This session reveals a creative solution to implementing public sector planning at a large public higher education institution. This solution includes simplifying the standard configuration to plan workforce related expenses by employee and position, application integration, and report design.

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Loading a PSPB Planning Application - Made Easy!
Matt Varner , Mo'mix Solutions
When: Jun 26, 2013, Session 14, 1:45 pm - 2:45 pm
Topic: Planning - Subtopic: Public Sector Planning

Daunted by the task of pulling all those Metadata, Data, and Smartlist files from your ERP system and loading them into PSPB? Attend this session to learn a methodical approach that groups the files into Milestones that can be validated after each is loaded.

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PSPB Allocations
Matt Varner , Mo'mix Solutions
When: Jun 27, 2013, Session 18, 9:45 am - 10:45 am
Topic: Planning - Subtopic: Public Sector Planning

This presentation offers an overview of the "Allocate Compensation to General Ledger" process within a PSPB Planning application, including key design factors for success and troubleshooting techniques. Attendees will learn where and how PSPB stores the data and allocation drivers before the allocation, where the data and descriptors are stored after the allocation, the best way to map the results to a line item or reporting cube, and how to push the data to another cube. Several tips and tricks will be presented, especially concerning troubleshooting, "idiot proofing" the smartlists and metadata, and designing for a streamlined mapping.

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EPMA Tips and Tricks
Daniel Villani , Peloton
Co-presenter(s): Davis Barnett
When: Jun 24, 2013, Session 3, 11:30 am - 12:30 pm
Topic: Planning - Subtopic: No Subtopic

EPMA, the key tool in building and managing EPM Planning, Essbase, HFM, and HPCM applications is similar to many software tools with its strengths and its opportunity for tips and tricks. This presentation will show new and experienced users methods and approaches that will help guide implementations to keep your development on track and your sanity in check. This presentation will be based on the 11.1.2.3 version. * Sourcing through the interface tables * Managing shared dimension libraries * Batch client automation * Attribute dimension management * Migrating shared dimensions * Application deployment The session will also present an introduction and general guidelines for the EPMA Calculation Manager. This application is the replacement for the Hyperion Planning's Business Rules, starting in version 11.1.2.2. If you are using Planning or HFM in version 11.1.2.2, you will need to know how to use this tool. * Calculation Manager -- getting started * Calculation Manager -- reusable modules

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Lower your TCO With Oracle Planning and Budgeting Cloud Service (PBCS)
Shankar Viswanathan , Oracle Corporation
When: Jun 24, 2013, Session 5, 3:00 pm - 4:00 pm
Topic: Planning - Subtopic: General Planning

PBCS takes the best of breed Hyperion Planning solution to the Cloud with a compelling offering for companies looking to lower TCO by deploying their applications on the Cloud using the top Planning solution in the market. This session will introduce participants to the upcoming Planning Cloud offering from Oracle. Participants will hear the details of the offering and get a sneak preview of Oracle's Planning on the Cloud offering.

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What's New in Planning?
Shankar Viswanathan , Oracle Corporation
When: Jun 25, 2013, Session 8, 11:15 am - 12:15 pm
Topic: Planning - Subtopic: General Planning

The latest Release 11.1.2.3 of Oracle Hyperion Planning takes Enterprise Planning to the next level by providing some valuable agile enablers within Planning. This session will discuss and showcase some of these key features in this release, and provide several good considerations for customers to help choose this release as the go-to release for deployment and upgrade.

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