The finance team at Atradius uses Hyperion Planning (HPL) to support their budget & forecast cycle. With the next forecast cycle soon approaching, the team faced a blocking issue with their planning application. Since the go-live of the application three years ago, the performance of the system had been gradually declining, up to the point where updating the application with required master data changes were not possible at all. As this was blocking the upcoming forecast process, support was needed to get ready before the next forecast cycle begins.
Leila Nehme, system administrator at Group Finance Operations at Atradius, reached out to inlumi for consultancy support to resolve the issues in the planning application. The inlumi consulting practice suggested starting with an initial investigation by planning expert Martin Lundbye and then deciding on next steps, rather than opting for a full re-design of the application. This approach provided insight in the root cause of the performance issues – which then could be addressed in the most effective and efficient way possible. Typically, there are several possible reasons for a performance decrease, such as redundant data, design of dimensions, roll-up in dimensions, database settings, calculation logic and much more.
During the investigation phase, Leila and Martin worked closely together to identify potential root causes of the issues Atradius had been facing, both from a functional and technical point of view. One key point was to assess the solution itself – does it match the business requirements? In this case, there was no wish to change much of the business logic, so the focus was on the technical aspects. Specialists from Atradius IT were also involved, for instance to analyse the hardware.
Several improvements were identified related to database size, dimension structure and business rules optimizations. These would resolve the blocking issues and improve application performance. In order to test and run different optimization scenarios to find the best solution, inlumi Managed Services arranged access to a separate test environment. After presenting the recommended changes, the Atradius team was able to migrate and test the performance improvements to production themselves.