Journey - SQORUS Onboarding

SmartCloud Move to OCI

Modernize your Hyperion platform—without making any changes to your applications or business processes—and then entrust its operation to SQORUS.

weeks until production

environments: development, production, and disaster recovery plan

Point of contact for migration, hosting, and maintenance

Your Situation Today

Maintaining a critical platform that has become difficult to secure

Your Hyperion platform remains essential to your consolidation and closing processes. However, its version, infrastructure, or hosting model can no longer meet your security, availability, and support requirements in the long term.

You want to extend the lifespan of your applications without immediately committing to a transition to EPM Cloud or disrupting well-established financial processes.

 

Do any of these situations sound familiar to you?

  • 01 – A version of Hyperion that is no longer covered by Premier Support: Your 11.1.2.4 environment no longer receives security patches and fixes from Oracle Premier Support.
  • 02 – End-of-life technology infrastructure: Windows Server 2012 R2, Oracle Database 12c, and other aging components increase technical and security risks.
  • 03 – Infrastructure to Move Away From: You need to move out of a data center or terminate a managed services contract that has become restrictive, without launching a functional transformation project.
  • 04 – Critical availability during the closing period: Your teams need a tested disaster recovery plan (DRP), RTO/RPO commitments, tailored SLAs, and support that can be extended to evenings and weekends.
  • 05 – Internal teams are overburdened by day-to-day operations: managing servers, databases, security, and patches ties up resources that should remain focused on Finance and EPM processes.

Context

Migrate to OCI without overhauling your Hyperion platform

 

SQORUS is managing the upgrade from Oracle Hyperion 11.1.2.4 to 11.2, the migration of the platform to OCI, and the implementation of a secure architecture covering development, production, and disaster recovery.

Your applications, interfaces, and workflows are preserved. Your existing Hyperion licenses remain in use.

After the migration, SQORUS also provides hosting and operation of the platform as part of the SmartCloud managed service: operational support, technical support, and application maintenance.

This gives you a single point of contact, from the OCI platform all the way through to user support.

This package is a good fit if you have:

  • an Hyperion 11.1.2.4 source platform;
  • Hyperion licenses supported by Oracle;
  • a designated project manager;
  • key users available for the acceptance testing phases;
  • access to the platform’s export features from the very start of the project.

The Scope

From your 11.1.2.4 platform to an 11.2 environment running on OCI

Implementation of a secure architecture comprising OCI networks, redundant VPN connectivity to the client’s IT system, load-balancing mechanisms, and an administration bastion.

3 environments

Setup of development, production, and disaster recovery environments, primarily based on Windows Server 2022 and Oracle Database 19c.

Hyperion Version Upgrade

Installation and patching of Hyperion 11.2, including:

  • Shared Services;
  • Financial Management;
  • Financial Reporting;
  • FDMEE;
  • WebLogic and Oracle HTTP Server;
  • SSL/TLS encryption of data transmission.

Restoring Applications and Workflows

Migration of databases, LCM artifacts, and metadata; restoration of FDMEE scripts and batch processes; followed by connection to the client’s Active Directory via LDAPS.

Backups and Disaster Recovery Plans

Configuring server and database backups, implementing cross-region replication, establishing failover procedures, and conducting a disaster recovery test.

Recipe Development and Production Launch

Implementation of technical and functional features: data entry, calculation, conversion, consolidation, import of historical data, and validation of data flows.

The final migration includes importing the latest data, putting the system into production, and shutting down the old platform.

Migration to RUN SmartCloud

After the system goes live, SQORUS provides:

  • hosting the platform on OCI;
  • monitoring systems, JVMs, WebLogic, and databases;
  • managing backups and disaster recovery plans;
  • MCO, MCT/TMT, and TMA;
    service management with SLAs and
  • COPIL;
  • Support available outside of business hours, particularly during system downtime.

Deliverable Submitted

  • Scheduling, RACI matrix, follow-up reports, and steering committee reports
  • Technical Architecture Document (TAD): Multi-Region Architecture, Workflow Matrix, Security
  • Operations File (DEX): Backups, Disaster Recovery Plan (DRP), Monitoring, Startup/Shutdown Procedures
  • Test Plan and Reports on Technical Acceptance, Conversion, and Adaptation
  • Signed acceptance report and Hyperion 11.2 platform now in production on OCI
  • SmartCloud Service Agreement: Hosting and Maintenance SLA (MCO, TMT, TMA)

Supplements

  • On-call duty in the evenings and on weekends during the year-end closing period
  • High Availability: Oracle RAC and Data Guard on the Production Database
  • APEX application portal on Autonomous Database integrated with the Hyperion platform (developed at Linxens)
  • Customized enhancements and developments to overcome product limitations (Excel add-ins, self-service data extraction)
  • Essbase / Planning Extension
  • Upstream Hyperion Flash Audit

These needs may be addressed through a scoping process or an additional service.

A well-managed schedule

From the kickoff meeting to production launch in 22 weeks

The schedule is contingent on access to the 11.1.2.4 platform’s export functionality starting in the first week, the availability of client-side contacts, and a planned switchover outside of a closing period.

Weeks 1–2
Launch and OCI Platform
  • Checking Prerequisites
  • Project launch
  • Implementation of the OCI Network
  • VPN Setup
  • Deployment of the first servers
Weeks 3 through 7
Development Environment
  • Installing Hyperion 11.2
  • Application Upgrades
  • Script Adaptation
  • Initial Technical Tests
Weeks 8 through 12
Production Environment
  • Installation of the Production Platform
  • Hyperion Application Migration
  • Log in to the business directory
  • Integration with Information System Workflows
Weeks 13 through 15
Backups and Monitoring
  • Setting Up Backups
  • Monitoring Configuration
  • Configuring Alerts
  • Preparation of PRA Mechanisms
Weeks 16 through 20
PRA and Functional Specifications
  • Setting Up the Backup Environment
  • PRA Tests
  • Hyperion Process Recipe
  • Flow Validation
  • Final adjustments
Weeks 21 through 22
Switch and Switch to RUN Mode
  • Final Data Reconciliation
  • Go-Live
  • Startup Support
  • Activating SmartCloud Services

AI in OCI

Speed up production without compromising project control

In a Hyperion upgrade project, the AI is not intended to automatically modify applications or financial rules. However, it can be utilized by the SQORUS teams to streamline certain documentation tasks and improve the consistency of deliverables.

In the SQORUS delivery

To be completed

Dans la solution

To be completed

OCI Services and Oracle Products Deployed

A Consistent Oracle Architecture, from the Network to EPM Applications

The platform provides the Oracle services needed for development, hosting, security, backups, and AI capabilities.

Oracle Hyperion EPM 11.2 Shared Services Financial Management Financial Reporting FDMEE OCI Compute OCI Block Volume and Cross-Region Replication Oracle Database Service Oracle Database 19c Oracle Data Guard Oracle RAC – Optional Oracle Autonomous Recovery Service OCI Networking: VCN, DRG, Remote Peering, Site-to-Site VPN, and NAT Gateway OCI Load Balancer OCI IAM Oracle Autonomous Transaction Processing – Optional Oracle APEX – Optional Oracle REST Data Services – Optional

The SQORUS Choice

Business and Oracle Experts

Triple expertise

Our teams bring together the necessary expertise in infrastructure, security, databases, disaster recovery plans, Hyperion products, and financial processes.

Continuity After the Build

Ability to handle the TMA with a team based in France and offshore.

End-to-End Support

We handle version upgrades, migration to OCI, hosting, operations, and application support.

30 Years of Partnership

SQORUS has been supporting its clients with Oracle solutions for 30 years and currently works with 17 EPM clients in both the BUILD and RUN phases.

Single Point of Contact

Support covering APEX, OCI, integration, and data.

Real-Life Experiences of Migration 11.2

SQORUS has already completed several migrations from Hyperion 11.1.2.4 to 11.2, including a multi-region platform that is now in production.

SQORUS expertise

A small, dedicated team of Hyperion and OCI experts

Edgar LOAIZA, Senior IT Manager for EPM at SQORUS, leads the SmartCloud Move to OCI initiative and coordinates the expertise required throughout the project.

This organization combines, within a single support package, EPM management, Hyperion and OCI expertise, version upgrades, acceptance testing, and the transition of the platform to production.

Edgar LOAIZA

Edgar LOAIZA

IT Business Unit Director

Extend the lifespan of your Hyperion platform

Talk to our experts to assess your 11.1.2.4 environment, identify the migration path to OCI, and ensure its long-term security.

They trust us

Our Client Case Studies in HR, Finance, EPM, and IT

Here are a few notable client case studies that illustrate our commitment to supporting companies of all sizes in the service, banking and insurance, manufacturing, energy, and retail sectors.

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