Best Practices for Deploying Oracle Hyperion Enterprise Performance Management Solutions

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3. Best Practices for Deploying Oracle Hyperion Enterprise Performance Management Solutions Anand KumarConsulting Project Director

4. Program Agenda • Introductions • City of Atlanta and Oracle Consulting Partnership • City of Atlanta Hyperion Implementation • Best Practices and Lessons Learned • Q&A

5. City of Atlanta and Oracle Consulting Partnership

6. Oracle Consulting Helps City of Atlanta Move from disparate, dysfunctional processes into an improved, efficient business environment Planned future projects will include R12 upgrade, Taleo Talent Management and ECM Web Center implementation Oracle E-Business Suite implemented in January 2008; Improved financial, procurement, human resources and payroll processing City has challenges closing books, paying vendors, along with prolonged budget & planning cycles City can now produce quickly and accurately its “Comprehensive Annual Financial Report” and “Budget Book”

7. City of Atlanta Hyperion Implementation

8. City of AtlantaHyperion ImplementationCarol A. King, Budget ChiefJaci Mays Vickers, ERP Program Director

9. City of Atlanta • Overview • Includes the Mayor/Executive Offices (13 Departments), judicial and board officers, and City Council (16 Members) • Metropolitan Statistical Area (MSA) is the 9th largest metropolitan area in the country (5.5MM) • Population of 443,775 citizens (2012 US Census estimate) • Manages Hartsfield-Jackson International Airport, the world's busiest airport by serving over 95MM passengers in 2012 • Manages one of the most complex water and sewer utility operations • Approximately 7,500 active employees and 5,000 retirees • $1.8B Operating Budget

10. City of Atlanta - Continued • Oracle Footprint • Enterprise Resource Planning (ERP) Applications (eBusiness Suite v11.5.10) • Financials • Human Resources Management System • Procurement • Siebel Customer Relationship Management (CRM) Applications • Enterprise Performance Management (EPM) Applications (v11.1.2) • Hyperion Public Sector Planning and Budgeting • Hyperion Financial Management • Oracle Business Intelligence Enterprise Edition (OBIEE v11.1.1.2) • Human Resources Analytics • Financial Analytics

11. Key Business Drivers • Operating budget development efficiency • Capital, grants and trust budget development integration • Reporting capabilities • Long-range planning • Revenue and expense forecasting • Drill-through and “push” capabilities

12. Key Budget Tool Strategic Requirements by Process Area and Priority

13. Implementation Tracks • Hyperion Public Sector Planning and Budgeting: (v11.1.2) • Operating Application: 5 Year Plan, Annual Budget, Monthly Reporting, and Quarterly Forecasting • Capital Application: Annual budget status of grant/trust and capital projects • Human Capital Planning Application: Detailed personnel planning for the Annual Budget • Human Capital Reporting Application: Aggregate personnel budget • Hyperion Financial Management: (v11.1.2) • Comprehensive Annual Financial Report (CAFR) • OBIEE: (11.1.1.2) • Human Resources Analytics • Financial Analytics

14. Implementation Timeline

15. Implementation Phases Key Deliverables * City of Atlanta is Primarily Responsible for the Key Deliverable

16. Hyperion Architecture

17. Hyperion Architecture - Continued

18. Critical Success Factors • Clearly defined scope • Finance, Human Resources and IT collaboration • Clearly defined and approved requirements, design and build • Adequate testing and training • Defined project roles and responsibilities • Project management

19. Best Practices and Lessons Learned

20. Implementation Best Practices • Project Management • Oracle Unified Methodology • Scope, time and cost management • Acceptance and sign offs at the end of each phase • Periodic quality reviews and project health checks

21. Implementation Best Practices - Continued • Design • Clearly defined use of scenarios and versions • Designed forms to maximize performance and mirror security flow • Forms were primarily used for data entry and not for reporting • Substitution variables were used in forms and business rules to minimize ongoing maintenance • Business rules were written to calculate relevant portions of the database for better performance

22. Implementation Challenges • Achieving goals and requirements of cross-functional users: • Department of Finance • Department of Human Resources • Department of Information Technology • Department users • Delays in hardware installation • Project timeline overlapping Annual Budget preparation, other IT and Finance projects, and annual audits • Data validation

23. Lessons Learned • Expectations • Ensure the executive team is aware of the product’s capabilities and any scope of work • Change Management and Training • Do your training as early as possible • Make sure you identify and define internal roles and responsibilities, particularly segregation of functional/technical tasks • Hardware • Ensure that your hardware meets all external and internal requirements • Make sure you do sufficient performance tuning including maximizing the creation of reports

24. Lessons Learned - Continued •  Advance Work • Make sure you have sufficient time for testing before use of the application • Ensure data validation is completed in a timely manner • Enhancements • Customer requirements may change based on new functionality needed and/or available • Post Production • Make sure needs are identified

25. Value/Benefit Provided by Hyperion Applications

26. Value/Benefit Provided by Oracle Consulting

27. “Evidence based management is critical and enhancing our business intelligence and data mining capabilities is an important part of overall process improvement.  Oracle and Hyperion are important partners with the City’s as we increase our efficiency and effectiveness.” J. Anthony Beard, City of Atlanta’s CFO “Through a joint partnership with the Department of Technology and Department of Finance, the City of Atlanta was able to successfully complete the first implementation phase of Oracle Hyperion enterprise performance management solution. The City of Atlanta worked with Oracle Consulting to quickly implement this solution resulting in tremendous efficiencies in budgeting and planning processes.  We look forward to even more innovations through the use of this solution.” Michael B. Dogan, City of Atlanta’s Interim CIO

29. Contact Information • Carol A. King, Budget Chief • carolking@atlantaga.gov • Jaci Mays Vickers, ERP Program Director • jmvickers@atlantaga.gov

30. Future Enhancements • Build Integration • Automate Map Report Application (MRA) pushes • Personnel Paper Creation and Other Reports • Infrastructure Performance and Tuning • Build Project Dimension in HCP and Operating applications

31. Oracle Experts Helping You Succeedwith Your Oracle Investments Service Highlights: • Oracle’s IT Strategy and Architecture Services provide best practices and reference architectures for your business and IT strategy • Upgrade Service uses best-in-class methodology and standardized tools to simplify the application upgrade process on-premise or in the cloud • Oracle Migration Factory accelerates migrations and technology upgrades through dedicated experts, standardized methodology and tools, and automation • Lifecycle services withdeep expertise acrossall Oracle products • Collaboration with partners for your success • Specialized expertise in Business Analytics, Cloud, Engineered Systems and Applications Delivering FasterAdoption and Returnon Investment

32. Next StepsContact Oracle Consulting oracle.com/consulting Q&A