So, your organization has finally implemented a robust planning, budgeting, and forecasting solution. You’re all set, right? Unfortunately, the implementation is just the first step in getting the most out of your Hyperion Planning application.
To ensure you spend more time on high-value work than things like user errors and system slowdowns, you’ll want to:
- Ensure your users move beyond Excel
- Maximize user adoption with training
- Plan for ongoing support
Ensure Your Users Move Beyond Excel
Excel can be a great tool, but in today’s fast-paced business environment, spreadsheets can seriously slow down your finance office. The truth is, spreadsheets are not adequate for the kind of planning, budgeting, and forecasting that a large organization needs to do.
Sending spreadsheets back and forth isn’t an effective method for storing data; you’ll certainly end up with errors and then struggle to go back and find where those errors occurred. If you’ve implemented Hyperion Planning, you probably already know all of this — it might even be why you opted for the tool in the first place.
If you want your users to move beyond this spreadsheet tool they’ve relied on for so long, you need to make sure they understand Hyperion Planning and their role within the application.
Maximize User Adoption with Training
If you’re in the middle of your implementation or just finished, you should be thinking about training. Training will help you get the most out of your Hyperion Planning investment and can help ensure user adoption, decreasing the reliance on Excel mentioned above.
A custom training agenda will help your users understand how their business methods work within the realm of IT requirements.
To prepare for training, you should take note of your needs to help your instructor build an agenda customized to you. This includes:
- Any custom Planning applications you implemented
- The number of users who need training as well as the level of training they need
- Putting together Hyperion Planning documentation to help your instructor plan the course
To learn more about building a custom Hyperion training course and see what a Hyperion Planning course agenda looks like, download our guide:
Plan for Ongoing Support
There are several ways you can support Hyperion Planning. One of the most obvious ways is to hire a Hyperion administrator. You’ll need to find someone with Hyperion Planning application experience, potentially an ex-consultant who can help meet your organizational goals as well as day-to-day operational requirements.
Unfortunately, it’s difficult to recruit someone with this skillset. The turnover for Hyperion admins is high and the skillset is so specialized that you could be looking for someone to fill the position for over 90 days. This means your Hyperion Planning application is going without integral support and could potentially reduce the productivity of your entire finance office.
The good news is that there are other options for support. Hyperion managed services will allow you to choose the amount of support you need, saving you money if you only have part-time support needs. Hyperion admins will inevitably go on vacation or get sick, but a managed services provider can be there for you 24/7.
Your managed services provider can support Hyperion Planning in the following ways:
- Hierarchy maintenance
- Data loads
- Business rules
- Data validation
These are just a few examples of what you get with Hyperion Planning support. To learn more, watch the video: Never Spend Time on These Hyperion Planning Tasks Again.