1. HyJump: Hyperion Planning
Rapid Hyperion Planning Deployments
Presented By: Mike Cochran
(614)
April 17 / Slide 1 / Rapid Hyperion Planning Deployments

2. Hyperion Planning Overview HyJump Rapid Deployment
Agenda
Hyperion Planning Overview
HyJump Rapid Deployment
HyJump Templates/Accelerators
HyJump “Base Foundation”
Solution Functionality Matrix
HyJump Optional “Planning Functionality Blocks”
April 17 / Slide 2 / Rapid Hyperion Planning Deployments

3. Hyperion Planning Overview: The Business Challenge
Reduce budgeting / forecasting cycles
Produce timely and accurate reporting to management
Respond quickly to material events and recast budgets/forecasts
Fully integrate solution with general ledger
Provide correct level of granularity to facilitate business decisions
Provide audit trails and compliance
Reduce cost of ownership (process and resources)
Alignment of individual departments and business unit plans with company objectives
Visibility into assumptions used to derive the budget/forecast
Provide consistent, central location for business and mapping logic
April 17 / Slide 3 / Rapid Hyperion Planning Deployments

4. Hyperion Planning Overview: Standardize the Planning Process
Hyperion Planning facilitate the relationship between people and processes throughout the budgeting cycle.
Supports a “closed-loop” approach
Goal and objective setting
Advanced modeling
Track/Audit adjustments
Progress monitoring
Application of business rule logic
Analysis/Reporting
Interfaces
Web-based
MS Office integration
Centralized Administration
Hyperion Planning provides the core
technology required to establish a cadence
of control and predictability to your Budgeting and Forecasting Process.
April 17 / Slide 4 / Rapid Hyperion Planning Deployments

5. Hyperion Planning Overview: The Value Proposition
Enhances forecasting capabilities beyond Excel or Essbase/Excel environments
Simplifies data input & use
Provides robust data integration
Establishes a framework for flexible, rules-based plan modeling
Supports a scalable web-based infrastructure with an intuitive interface
Provides an integrated environment with a sophisticated reporting, security and auditing layer
Lays the foundation for process establishment and reporting
Provides add-on modules to address specific business functions (i.e. workforce planning and capital asset planning)
April 17 / Slide 5 / Rapid Hyperion Planning Deployments

6. Hyperion Planning Overview: Integrated Business Planning Solution
Income Statement
Balance Sheet
Cashflow
CORE FINANCIAL PLANS
Workforce Planning
CapEx Planning
SPECIALIZED MODULES
Sales Planning
OPERATIONAL PLANS
Projects Planning
Marketing Planning
IT Planning
Essbase Business Analytics Server
Hyperion Planning Application
Data Warehouses
Transactional Systems
Performance Management Applications
EPM Workspace
April 17 / Slide 6 / Rapid Hyperion Planning Deployments

7. Hyperion Planning Overview: Workforce & Capital Asset Modules
Seamless integration with core Planning applications
Pre-built functionality incorporating best practices
Simplified implementation & reduced maintenance costs
Fully customizable to suit your business needs
April 17 / Slide 7 / Rapid Hyperion Planning Deployments

8. Hyperion Planning Overview: Workforce Planning
Control and accurately plan your biggest expense – Labor
Supports headcount, salary and compensation planning
Assess real-time business impact of salaries and associated workforce decisions
Add, edit and delete employees and new hires
Integrates with HR systems
April 17 / Slide 8 / Rapid Hyperion Planning Deployments

9. Hyperion Planning Overview: Capital Asset Planning
Supports planning the acquisition, lifecycle management and retirement of capital assets
Immediate income statement, balance sheet and cash flow impact analysis
Manage assets – improve, transfer, retire
Plan for asset purchases and asset-related expenses
April 17 / Slide 9 / Rapid Hyperion Planning Deployments

10. HyJump Rapid Deployment: Solution Overview
Combining Hyperion’s enterprise class planning solution with TUSC’s HyJump Rapid Deployment Methodology to accelerate your companies planning implementation.
Hyperion Planning
HyJump Methodology
April 17 / Slide 10 / Rapid Hyperion Planning Deployments

11. HyJump Rapid Deployment: Solution Overview
HyJump - Hyperion Planning
Solution Cost Reduction
Enterprise-Class Solution Delivery
Application Hosting & Support
HyJump is a rapid development approach that enables TUSC clients to leverage a repository of pre-built templates, database models, and reference architectures to deploy ala carte Hyperion Planning solutions at a fraction of the cost, time, and resources.
April 17 / Slide 11 / Rapid Hyperion Planning Deployments

12. HyJump Templates/Accelerators: Collateral Overview
TUSC’s HyJump Methodology in conjunction with Hyperion Planning extend an organization’s visibility and capacity to model the underlying factors that drive business today as well as those that will impact the business tomorrow.
HyJump Templates/Accelerators
Reference Architectures
Data Models (Essbase)
Web-based Planning Forms
Driver-based Business Logic
Data Extraction Packages (i.e. General Ledger)
Reports
April 17 / Slide 12 / Rapid Hyperion Planning Deployments

13. HyJump Templates/Accelerators: Reference Architectures
Representative architectures that ensure optimal configuration of your Hyperion Planning investment.
Benefits
Ensures Stability
Plans for Scalability
Validates IT investment in HW
Promotes System Performance
April 17 / Slide 13 / Rapid Hyperion Planning Deployments

14. HyJump Templates/Accelerators: Data Models
April 17 / Slide 14 / Rapid Hyperion Planning Deployments

15. HyJump Templates/Accelerators: Web-based Planning Forms
Qtr/Annual values can be input (monthly values automatically adjusted)
Expected Forecast input values highlighted (remainder calc)
Actuals are protected from user input
New Volume from each month is amortized to show the monthly interest and remaining balance for each month (where amounts from each month overlap and must be combined)
There are a number of components that are built into our approach to help users increase their understanding of bank products, and the results of their actions:
Driver inputs are easily identified, while showing users the financial results of their actions.
Actual results are always shown in the templates (prior to May in the example above) to help users assess the reasonableness of their forecasts
Each line in the template represents a MEASURE that has unique characteristics. Notice the full year total for:
line 1, Amount new, is a total
line 3, Ending Balance, is an ending value
line 4, Average Balance, is a day-weighted average for the entire year
the last 3 lines (yields), must be recalculated based on the results of 2 other values (e.g. Product Interest Yield = Interest / Average Balance)
April 17 / Slide 15 / Rapid Hyperion Planning Deployments

16. HyJump Templates/Accelerators: Driver-based Business Logic
A given product may require blended assumptions about rate and term to properly calculate FTP
This model illustrates the concept that each Balance Sheet product can contain additional items the user controls to increase the overall accuracy of forecasts
Products such as Credit Cards would also require information such as credit lines and percent utilization to show
The total, potential credit exposure of the bank
The actual vs. potential income of the bank (relate this to customers who pay-off their balance each month, thereby paying no interest expense, in contrast to customers who let their balances revolve and therefore generate income for the bank in the form of interest income.
April 17 / Slide 16 / Rapid Hyperion Planning Deployments

17. HyJump Templates/Accelerators: Data Extraction Packages
Data extraction templates used to:
Automate dimensional feeds from G/L
Automate data feeds from G/L
Automate extract of budget/forecast to feed back to G/L
Configurable
Customizable
April 17 / Slide 17 / Rapid Hyperion Planning Deployments

18. HyJump Templates/Accelerators: Reports
April 17 / Slide 18 / Rapid Hyperion Planning Deployments

19. Iterative HyJump “Base Foundation”: Project Execution Plan
Design
Build
Test
Deploy
Maintain
Train
Production
Iterative
The HyJump Development Methodology employs an iterative/phased approach. This philosophy delivers immediate and tangible benefits in the context of an enterprise architected solution. The methodology enables organizations to build upon iterative successes, realize a healthy return on investment, and satisfy changing business needs.
Methodology Benefits
Immediate and constant return on investment
Shortened development time per iteration
Quicker user acceptance
Maintainability of technical architecture in an iterative fashion
React to requirement and scope changes faster
Manageability of resources and deliverables
April 17 / Slide 19 / Rapid Hyperion Planning Deployments

20. HyJump “Base Foundation”: Project Execution Plan
Typical Project Timeline = 3 months
April 17 / Slide 20 / Rapid Hyperion Planning Deployments

21. HyJump “Base Foundation”: Project Execution Plan
Project Planning & Initiation
System Design
System
Build
Testing & Tuning
System Deployment
The Project Planning and Initiation phase focuses on establishing the foundation for conducting a successful implementation. This includes establishing the parameters around how the project will be conducted and managed. These are critical factors to ensure that the project team is operating as a cohesive team driving to one common goal.
Activities
Key Deliverables
Identify project stakeholders
Identify project steering committee
Identify project implementation team; internal and external
Establish project goals, objectives and scope
Identify project risks and mitigation strategies
Define the project management structure; project governance, status reporting, issue reporting & resolution, project tracking, communication strategies, change management
Finalize project plan
Establish development & test environments
Conduct project kickoff meeting
Gather functional and technical requirements
Project charter documentation
Project plan
Project Kick-off meeting
Hardware & software computing environments
Requirements documentation
Milestones
Project charter signoff
Requirements signoff
April 17 / Slide 21 / Rapid Hyperion Planning Deployments

22. HyJump “Base Foundation”: Project Execution Plan
Project Planning & Initiation
System Design
System
Build
Testing & Tuning
System Deployment
During the System Design phase, the business and technical requirements are decomposed to their core components and prioritized. A system design is then developed that includes infrastructure, architecture, data integration, user interface and business process components.
Activities
Key Deliverables
Conduct design sessions
Design system architecture
Design data sourcing strategy
Design data integration (ETL)
Design database (dimensions, hierarchies, consolidation attributes, etc.)
Design input forms, user variables and substitution variables
Design business rules
Design security components
Design reporting and user interfaces
Design administration and maintenance strategy
Design automation strategy
Design disaster recovery strategy
Detailed system design documentation
Prototype of system components
Internal and external team cooperation
Milestones
Signoff on detailed design
April 17 / Slide 22 / Rapid Hyperion Planning Deployments

23. HyJump “Base Foundation”: Project Execution Plan
Project Planning & Initiation
System Design
System
Build
Testing & Tuning
System Deployment
As the name implies, the System Build phase consists of execution by the project team of those tasks associated with building all the system components. The detailed design established in the System Design phase is used to govern the build efforts. Deviations from the detailed design will be managed in order to govern the project scope, timelines and success.
Activities
Key Deliverables
Construction of the data integration layer utilizing ODI
Construction of the Planning Application components including the application settings, substitution variables, dimensions & hierarchies, member formulas, web forms and application security
Construction of Planning business rules & runtime prompts
Construction formal reporting packages
Construction of task lists and workflow
Unit testing of all system components
Constructed data integration layer
Constructed Planning application, database and business rules
Constructed reports and user interface
Knowledge transfer
Milestones
Signoff on system build
April 17 / Slide 23 / Rapid Hyperion Planning Deployments

24. HyJump “Base Foundation”: Project Execution Plan
Project Planning & Initiation
System Design
System
Build
Testing & Tuning
System Deployment
The System Testing & Tuning phase is initiated upon receiving signoff on the components built during the System Build phase. The testing efforts are conducted first as a formal system test to ensure operability of all system components collectively. Next acceptance testing is conducted by a representative user group to ensure satisfactory alignment with the functional and technical requirements. Finally tuning efforts ensure the optimal system performance.
Activities
Key Deliverables
Define system test strategy
Develop system test cases/scripts
Conduct system test
Resolve issues identified during system test
Complete system test subsequent to issue resolution
Assemble acceptance test team
Develop acceptance test cases/scripts
Conduct acceptance testing
Application tuning
System test cases/scripts
Completed system test
Acceptance test cases/scripts
Training documentation
Completed acceptance test
Optimally tuned system
Milestones
System test signoff
Acceptance test signoff
April 17 / Slide 24 / Rapid Hyperion Planning Deployments

25. HyJump “Base Foundation”: Project Execution Plan
Project Planning & Initiation
System Design
System
Build
Testing & Tuning
System Deployment
The System Deployment phase is initiated upon receiving sign-off from the system testing and user acceptance testing teams. The activities associated with deploying the application and creating training materials for the user are handled in parallel. After the application is successfully deployed, user training is completed and the application is made available for use.
Activities
Key Deliverables
Application migrated to production
Application loaded and consolidated with production data
Trained user community
Migrate Planning metadata to production repository
Migrate Business rules to production repository
Migrate application settings to production environment
Import users and security to production repository
Load production data
Consolidate database
Verify functionality
Create training materials
Conduct user training session
Milestones
Project deployment sign-off
Post implementation review
April 17 / Slide 25 / Rapid Hyperion Planning Deployments

26. HyJump Rapid Deployment: The Value Proposition
Allows organizations to realize immediate cost savings through an accelerated implementation.
Establishes a budget conscious methodology that deploys Hyperion Planning’s base functionality (HyJump’s “Base Foundation”) to satisfy core functional requirements.
Promotes the selection, inclusion, and customization of additional Hyperion Planning functionality through HyJump’s “Planning Functionality Blocks”.
Facilitates a phased approach in which knowledge transfer is conducted whereby clients assume ownership of future project phases; reducing dependency on external services and associated costs.
Utilizes pre-built, customizable templates (models, forms, reports and business logic) reducing development cycles and project cost.
April 17 / Slide 26 / Rapid Hyperion Planning Deployments

27. HyJump Options “Planning Functionality Blocks”
April 17 / Slide 27 / Rapid Hyperion Planning Deployments

28. Optional “Planning Functionality Blocks”: Extended Modules
The ‘Extended Modules Option’ enables organizations to augment the functionality delivered by the HyJump Base Foundation by extending the solution to include the Workforce and Capital Asset planning modules, additional reports and integration of 2 additional data sources.
Deliverables
15 additional reports
2 additional data source integration
Currency Conversion
Workforce Planning
Capital Asset Planning
Resources
1 Data Integrator %100
2 Planning Architects %100
1 Reporting Architect %75
2 internal SMEs %50
April 17 / Slide 28 / Rapid Hyperion Planning Deployments

29. Optional “Planning Functionality Blocks”: Extended Modeling
The ‘Extended Modeling Option’ allows organizations to augment the functionality provided by the HyJump Base Foundation solution by integrating the business logic contained within 2 spreadsheet models in addition to the development of a driver-based planning methodology.
Deliverables
15 business rules
Driver-based planning
2 integrated spreadsheet models
2 additional custom dimensions
Resources
1 Planning Architect %100
1 Reporting Architect %75
1 Data Integrator %100
2 internal SMEs %75
April 17 / Slide 29 / Rapid Hyperion Planning Deployments

30. Optional “Planning Functionality Blocks”: Extended Integration
The ‘Extended Integration Option’ allows organizations to augment the functionality provided by the HyJump Base Foundation solution by increasing the number of integrated data sources and by providing additional financial reports.
Deliverables
2 additional custom dimensions
2 additional data sources integrated
15 additional reports
Resources
1 Reporting Architect %75
1 Data Integrator %100
1 internal SME %100
April 17 / Slide 30 / Rapid Hyperion Planning Deployments

31. Optional “Planning Functionality Blocks”: Extended Reporting
The ‘Extended Reporting Option’ allows organizations to augment the functionality provided by the HyJump Base Foundation solution by increasing reporting and analysis capabilities through the deployment of additional financial reports and dashboards.
Deliverables
10 dashboard reports (Web Analysis)
15 additional reports
Resources
1 Reporting Architect %100
2 internal SME %50
April 17 / Slide 31 / Rapid Hyperion Planning Deployments

32. HyJump Rapid Deployment: Solution Functionality Matrix
HyJump “Base Foundation” Solution: $197,000 / 12 weeks
April 17 / Slide 32 / Rapid Hyperion Planning Deployments

33. Contact Information
Mike Cochran
(614)
April 17 / Slide 33 / Rapid Hyperion Planning Deployments