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ERPi & EPMA in Oracle EPM (Hyperion) Versions 11.1.2.1 and 11.1.2.2: Pure Synergy
Posted on October 23, 2013
Author: Tyler Feddersen, Performance Architects

Enterprise Resource Planning Integrator (ERPi) is an Oracle EPM (Hyperion) solution that allows Hyperion applications to interact with enterprise resource planning (ERP) systems. These interactions include elements such as drill-through, data sourcing, and metadata sourcing.

Enterprise Performance Management Architect (EPMA) is a Hyperion solution that maintains hierarchies and applications in a user-friendly, central location. In addition to its primary objective of application and metadata maintenance, EPMA also permits easy data synchronization across applications and databases.

As previously mentioned, ERPi has the ability to source metadata for applications by pulling members out of the ERP system. With this functionality, a user has the ability to send ERP members from the source system into EPMA. Once the members become available within EPMA, they can be distributed across applications. EPMA can then allow the user to specify application-specific properties and hierarchies. In addition to sourcing hierarchies, data can also be sourced from the ERP system into select Hyperion applications.

The integration of these two applications offers a lot of potential:

1. Seamless Application Management

Historically, the act of adding a new application to an existing process could be cumbersome. However, EPMA can easily add a new application into the mix. Previously created dimensions, hierarchies, and properties can be used to create a new application in a fraction of the usual time.

2. Synchronized Actual Data

In addition to keeping ERP members in sync, ERPi also provides the ability to keep data synchronized. By using the EPMA Batch Client (an out-of-the-box automation component) in addition to the ERPi automation tools, the process of updating all Hyperion applications with current actuals data can be a completely automated.

The methods described in this article cover only a small piece of the Oracle EPM capabilities in this arena. For example, in 11.1.2.1 or 11.1.2.2, Hyperion Financial Data Quality Management (FDM or FDQM) works directly with ERPi to add even more data processing power (starting in 11.1.2.3, these two have been combined into Financial Data Quality Management Enterprise Edition or FDMEE). As with all out-of-the-box applications, there are limitations if the business requires a substantial amount of customization. However, there are excellent opportunities to implement simple and effective solutions if the out-of-the-box principles can be adopted.

Interested in learning more? Register for our “How to Implement Oracle EPM (Hyperion) Financial Data Quality Management (FDM): Utility Customer Case Study” or access the slides and webinar replay on the Performance Architects Learning Center.

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