Oracle EPM Day Philadelphia - What is your Cloud Strategy?

Business Analytics Solutions Provider Using Oracle EPM and BI Technologies

NASDAQ: EDGW

Full Services Oracle Platinum PartnerOffering premier services in

North America and Europe

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Edgewater Ranzal is a full-service Oracle Platinum Consulting Partner with premier services in North America and regional offices in the United Kingdom

We deliver Business Analytics solutions that include Oracle Hyperion Enterprise Performance Management (EPM), Business Intelligence (BI) and Big Data technology

Our multiproduct focus offers domain expertise and technical leadership using the Oracle Business Analytics Product Suite

We have industry expertise and specializations to help us deliver end-to-end solutions for each client’s business needs

Who We Are

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Our Services

Financial Close & Consolidations

BusinessIntelligence/Big Data

EnterprisePlanning & Analytics

Data IntegrationServices

Training &Support Services

Advisory ServicesInfrastructure

Costing &Profitability

Mgmt

Business Intelligence/Big Data• Scorecards & Dashboards; Mobile Delivery• Prepackaged Analytic Applications (OBIA)• BI Foundation (OBIEE / Essbase)• Financial & Operational Analytics• Reporting & Publishing• Big Data• Information Discovery (Endeca)• Business Intelligence Cloud Service (BICS)

Financial Close & Consolidations• Legal, Segment, & Mgmt Reporting• Financial Performance & Close• Optimization & Performance Lab• Tax Provisioning• Regulatory Requirements

Data Integration Services• ERP Integration• Financial Data Management• Data Warehousing• MDM & DRM• ETL Services and Automation

 Infrastructure• Hardware Sizing, Installation, & Configuration• Exalytics Benchmarking• System Monitoring, Backup, & Disaster Recovery• Upgrade & Migrations

Advisory Services• Project/Program Management &

Process Change• EPM & BI Road Maps

Training & Support Services• Standard & Custom Training• Virtual Classroom• Multimedia and UPK• Service Level Agreements• Managed Services & Hosting• Performance Engineering

Enterprise Planning & Analytics• Strategic Planning (HSF) &

Modeling• Planning, Budgeting & Forecasting• Workforce, Capital, & Project

Financial Planning• Public Sector Planning• Cloud Services

Costing & Profitability Management• HPCM Standard & Detail Models• Waterfall Allocations• Shared Service Charges• Activity Based Costing• Customer, Product, Segment &

LOB Profitability

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Recent Company Highlights

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Acquired M2 Dynamics, an Oracle Platinum Partner, to Expand

Business Analytics Solutions consultancy services in the West Coast

and southern regions of the United States

Ranks fifth for 2nd year in a row among Florida’s Top 50 Women-Led

Businesses

Acquired Branchbird, an Oracle Gold Partner, to Expand Big

Data/Data Discovery Solutions to Complement EPM/BI Suite Offerings

Released Ranzal Healthcare Analytics

Achieved Oracle Validated Integration with Oracle Healthcare

Analytics

Today’s Session

What is your Cloud strategy? Approaches to Extending your Oracle Technology Investment

Randy Schmitz; Practice Director, Cloud

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Agenda

• Background• Cloud Implementation Approaches

Individual Cloud Services Hybrid Cloud to Cloud

• Integration Options Data Export Data Manager EPMAutomate REST API

• Cloud Implementation and Integration Options Hybrid Cloud to Cloud

• Future EPBCS EssCS FCCS / FDMEE

Background

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• Brave New World• New Cloud Offerings• New Products & Features – Some Cloud Only• New Integration Approaches• Increasing acceptance of financials in the Cloud

• Challenges• Existing On Premise EPM / BI Investments• Capitalize on Cloud benefits without sacrificing existing Investment• Alignment with Strategic Objectives of the Organization

• Possibilities• Endless Permutations of Hybrid Implementation & Integration approaches

• Solution• Create Implementation & Integration Patterns to ensure success• Move towards the ideal future state

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Oracle EPM/BI Cloud Services Today

PBCS

Core Planning

Planning and Budgeting Cloud Service

EPRCS

Managementand

Narrative Reporting

Enterprise Performance Reporting Cloud Service

BICS

Interactive Reporting and

Dashboards

Business Intelligence Cloud Service

Implementation ApproachesPBCS Capabilities

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• 2 Environments

• Pre-Production and Production

• Plan Types• Up to 7 total plan types

• 3 Block Storage (BSO) plan types• 3 corresponding Aggregate Storage (ASO) plan types• 1 consolidating ASO plan type

• Dimensions• Standard plus up to 13 Custom Dimensions

• Forms• Standard or Simplified Interface

• Calculations• Calc Manager

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Implementation ApproachesCloud Stand Alone

• Cloud Service and On-Premise Enterprise Performance Management (EPM)

PBCS

Core Planning

Planning and Budgeting Cloud

ServiceSource

Systems

Flat Files

Consume on PC, Tablet, or Phone

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Implementation ApproachesCloud to Cloud

• Combination of Cloud Services

PBCS

Core Planning

Planning and Budgeting Cloud Service

BICS

Interactive Reporting and

Dashboards

Business Intelligence

Cloud Service

Source Systems

Flat Files

Consume on PC, Tablet, or Phone

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Implementation ApproachesHybrid

• Cloud Service and On-Premise Enterprise Performance Management (EPM)

EssbaseClose Suite

OBIEE

Strategic Finance

PBCS

Core Planning

Planning and Budgeting Cloud Service

BICS

Interactive Reporting and

Dashboards

Business Intelligence Cloud

Service

Source Systems

Flat Files

Consume on PC, Tablet, or Phone

Costing

Integration Options

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• Data Management• Version of Financial Data Quality Management Enterprise Edition (FDMEE) provided in

PBCS• Majority of the FDMEE features are provided except for scripting and the on premise

based direct integration adapters 

Integration Options

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• Data Export• Calc Manager Function that allows the exporting of data• Use EPMAutomate to automate• Sample Use Case

• Delete the old file• Runs Data Export Business Rule to accomplish data export• Copy the file off of PBCS and to a local location• Push the file to any other needed location

Integration Options

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• EPMAutomate• Enables Administrators to remotely perform tasks within service instances

• Import and export data and metadata• Refresh the application• Run business rules on data• Copy data from one database to another; typically, from a block storage database to an aggregate storage

database or from a block storage database to another block storage database• Upload files into service instance• Upload file into the Planning inbox/outbox• Upload file into Data Management folders and initiate import process by running data load rule• Run a Data Management batch rule and get the output log file• Download files from the Planning inbox/outbox and from Data Management folders• Export and import application and artifact snapshots using Application Management• List and Delete files in the inbox/outbox

Integration Options

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• Representational State Transfer Application (REST) API• Provides basis for EPMAutomate• Requirements

• Working knowledge of Java, cURL, or Groovy• Working knowledge of REST concepts

• Most of the REST API functionality is contained within the EPM automate utility• Why use REST?

• Can’t / Don’t want to install EPMAutomate utility• Leverage PBCS data in a business processes

• Custom Cloud and On Premise Integration Development

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Implementation & Integration OptionsHybrid

PBCS

Core Planning

Planning and Budgeting Cloud

Service

• Cloud Service and On-Premise Enterprise Performance Management (EPM)

Essbase

HFMData

Management

EPMAutomate

REST

Data Export

Planning Modules

HSF

OBIEE

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Implementation & Integration Options Cloud to Cloud

PBCS

Core Planning

Planning and Budgeting Cloud

Service

• Combination of Cloud Services

Data Management

EPMAutomate

REST

Data ExportBICS

Interactive Reporting andDashboards

Business Intelligence

Cloud Service

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Future of Oracle EPM / BI CloudAdditional Services

• The Future of Oracle EPM / BI Cloud Services…

Future of Oracle EPM / BI CloudEnterprise PBCS

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• EPBCS• Integrated Driver-based Financial Statement Planning

• Configurable Framework for Revenue / Gross Margin Planning• Pre-built integrations to Workforce and Capital processes• Balance Sheet fully integrated with Income Statement and configurable by Industry• Direct and Indirect Cash Flow

• Strategic and Operational Workforce Planning• Think linking Future Supply with Future Demand

• Simplified / “FUSE UI”• Mobile Friendly• Modern look and feel

Future of Oracle EPM / BI CloudEssbase Cloud Service

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• EssCS• Hybrid Model is standard

• BSO at Level 0 – ASO everywhere else• Power of BSO Calculations combined with ASO Dynamic Aggregations

• Master Data Integration via Excel• No EAS

• Auditing• View changes made in Application Structure

• Mobile, mobile, mobile• Application Administration via Mobile

• Thoughts• Easy for Power Users to create Essbase Databases

Future of Oracle EPM / BI CloudFinancial Close Cloud Service

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• FCCS• Core Legal Entity and Management Consolidation Functionality• Standard Intercompany Eliminations, Currency Translations, and FX Adjustment

Calculations• Out of box calculations, hierarchies, and reports• Close Process Management

• FDMEE• Expanded Sources and Targets• Cloud to Cloud Integrations• Was due with On Premise FDMEE 11.1.2.4.100, however

• Now looks like it will available in 11.1.2.4.200

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Hybrid Implementation Support

Source: CON9532 Thursday, October 29 2015 12:00-12:45 Moscone West – 3020Mike Casey Director EPM Product Management Oracle

----------------- 11.1.2.4.200

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Questions

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Contact Information

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: info@ranzal.com rschmitz@ranzal.com

45 Beech Street, Suite 109London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174

150 North Michigan Ave.Suite 2800Chicago, IL 60601Tel (312) 624-7738

200 Harvard Mill SquareSuite 210Wakefield, MA 01880Tel (781) 246-3343