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Features 2017-10-16T23:24:36+00:00

ENTERPRISE METADATA MANAGEMENT AND WORKFLOW FOR THE BUSINESS USER

 

On-Premises or Cloud Deployment – EPMware On-Premises is the same code base we use in the Cloud, allowing you the peace of mind that accompanies knowing that if you choose to move from On-Premises to the Cloud at any point it’s easy to do. This is ideal for clients who want a strategy that allows them to migrate to the cloud on their own terms. You can also just as easily move from the Cloud to On-Premises.

METADATA REQUEST

EPMware enforces your organization’s workflow around the everyday processes that surround your metadata changes. By configuring shared dimensions in EPMware, users request metadata once, and our workflow engine routes the request to obtain approvals and deploys the metadata to the participating target systems. This allows standardization and rationalization of your metadata to evolve as your organization develops its master data strategy.

 Metadata Request Page

Empower your business users to log in and request metadata for any of the dimensions / systems they are authorized to manage.

  • Assign a priority to the request to route it through the appropriate standard or escalated workflow pre-configured in the workflow module.
  • Save requests as drafts and submit them to the workflow when they’re ready.
  • Share dimensions between EPMA and Classic applications so metadata is requested once, and then routed to its rightful reviewer(s) for approval.
  • Approvers simply log on and electronically approve or reject metadata requests with the option to add comments.
  • Choose to automatically deploy approved metadata requests to your Production application.
  • Bulk Upload allows multiple members to be added to a Request via an Excel template
  • Logic builder enables custom scripting for Dimension and Property mapping for complete flexibility in managing your metadata.

MONITOR THE STATUS OF METADATA REQUESTS IN REAL TIME

EPMware’s dashboard allows users, managers, and application administrators to monitor the status of metadata requests in real time. Follow a request from the initial Create stage through its Review, Approve and Deploy stages. A graphical representation of each requests status in the workflow allows users to define if a bottleneck lies in the metadata request process and if an escalation is required.

 Dashboard

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  • Full featured dashboard with search, sort and advanced filter capabilities.
  • Graphical representation of each request in it’s assigned workflow.
  • Easily identify when and who provided sign-off for each line item of the metadata request, and who is pending to provide the next layer of sign-off in the workflow.
  • Quickly determine if an escalation is needed due to user approvals or technical issues.

CENTRALIZED METADATA MANAGEMENT

 

HYPERION HFM, PLANNING AND ESSBASE

For the first time, a fully integrated web enabled Master Data Management (MDM) and Workflow solution allows business users to View, Request, Approve, and Deploy metadata to Hyperion applications. This includes EPMA, and Classic HFM, Planning and Essbase applications. Designed from scratch by Hyperion consultants with decades of implementation experience, EPMware strives to bring effortless metadata management back to the business. Also, a user-friendly alternative to Oracle Hyperion DRM. EPMware is designed for the business user to regain control of their metadata. With built-in Oracle Hyperion intelligence, sharing of hierarchies across Hyperion EPMA and Classic applications is a seamless process, creating dimensional consistency across all your Hyperion applications. With our one-click integration process, Hyperion Financial Management, Essbase and Planning hierarchies are visualized and modeled in a request for error proof and audited metadata updates. Changes are made once rather than multiple times in HFM, Essbase or Planning applications. Once a request is processed through workflow, metadata is automatically deployed to the target application. No files to extract or load, no manual intervention, just a seamless and audited metadata integration out of the box.

 

NETSUITE, EBS, SAP and PEOPLESOFT

Pre-built templates to import NetSuite, Oracle EBS, SAP and PeopleSoft hierarchies and properties to get up and running fast.

 

MANAGE METADATA FOR ANY APPLICATION

Use our Application Builder templates to define and manage metadata for ANY application.

WORKFLOW

 

VIEW, REQUEST, APPROVE AND DEPLOY

Does it sound too easy? We believe it should be. For years, we’ve been emailing our IT departments, asking them to add metadata… an account, a cost center, but then the dreaded wait. Wait for approval from a manager, wait for IT to add the member, and then cross your fingers and hope that it was added to the correct system(s) with the correct properties. We know how painful this process can be, because we’ve been there as well.

Enter EPMware. Request metadata while browsing your hierarchy. Visualize the metadata in your future hierarchy format. Submit it to the workflow, and then automatically deploy to the target system(s) configured within EPMware.

BUILD, MAINTAIN AND SCALE TASK DRIVEN WORKFLOWS

Long gone are the days of building hard coded manual workflows. In the workflow builder, administrators model, build and maintain fully dynamic and scalable workflows. Using a combination of stages and tasks, create any number of workflows that visually define your organization’s business process, and then enforce it.

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  • Re-usable workflow tasks
  • Rule based validations and exception handling
  • Email notifications for all workflow stages
  • Custom functions and scripting for limitless customizations

 INTEGRATION

 

DIRECT INTEGRATION WITH THE HYPERION EPM SUITE

Yes, you read it correctly, direct integration. No manual metadata extracts to modify and load, or costly human intervention required to build an integration to the Hyperion suite. (Your administrator can thank us later). Requesting metadata has never been easier, especially when the request originates from the business user, has been signed off by their managers, and is ready for deployment within one master data solution.

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  • Seamless integration to EPMA, and Classic HFM, Classic Essbase and Classic Planning applications, allows EPMware to deploy metadata without manual intervention or file manipulation from an administrator.
  • One-click import of your target system hierarchies allows metadata requestors / approvers to clearly visualize how metadata will appear in it’s Production environment’s state.
  • Configurable security module integrates with your current LDAP or Microsoft Active Directory (MSAD).
  • A user-friendly alternative to Oracle Hyperion DRM.

ERP IMPORT MODULE

Use the EPMWARE ERP Import Module to automate metadata feeds from any ERP system

  • ERP Builder
  • ERP Mapper
  • ERP Monitor

INTEGRATE WITH ANY UPSTREAM OR DOWNSTREAM APPLICATION

Integrate any upstream or downstream system using the EMPWARE open architecture.

MANAGE METADATA DEPLOYMENTS

EPMware’s deployment module manages how and when metadata requests are deployed. Load metadata on demand, or set a schedule to run a batch during off hours. Deployment metrics for all your EPM applications on one page.

AUDIT REPORTS LOG EVERY TRANSACTION, SIGN-OFF & DEPLOYMENT

EPMware maintains a complete audit trail of all transactions from request to deployment. Every transaction can be queried using the built in reports included in the Audit / Reporting module. Reports include the following:

  • Requests by user / date / time / security class
  • Metadata reports focus on individual applications / dimensions / members
  • Deployment history to all target systems by date / time
  • View electronic sign off on requests by Metadata and properties

DOWNLOAD A DATASHEET.

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LET’S WORK TOGETHER

See what EPMware can do for you.

REQUEST A DEMO