What is your Cloud Strategy?

Business Analytics Solutions Provider Using Oracle EPM, BI, and Big Data Technologies

Oracle EPM Innovation Day Chicago

What is your Cloud strategy?

Approaches to Extending your Oracle

Technology Investment

Randy Schmitz, Practice DIrector

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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 Enterprise Performance

Management (EPM) Business Intelligence (BI), and Big Data technology.

Our multiproduct focus offers domain expertise and technical leadership using

the Oracle 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

Business

Intelligence/Big Data

Enterprise

Planning &

Analytics

Data Integration

Services

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

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

Women-Led Businesses

Acquired Branchbird, an Oracle Gold Partner and Cloudera

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

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The History of Edgewater Ranzal

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Ranzal & Associates

Founded

Essbase

2001 2004 20111996 2010

Planning Acquired Vertical Pitch

HFM/FDM/DRM

Building OBI Team

OBIEE

Launched Oracle

Endeca Information

Discovery Practice

(OEID)

Launched Hyperion

Planning & Budgeting

Cloud Service (PBCS)

Acquired by Edgewater

(NASDAQ: EDGW)

Acquired Meridian

HSF

UK Office opened

2007 20142013

Hyperion Tax

Provision (HTP)

20122009

HPCM

Exalytics

2015

Acquired

Branchbird

for Big Data

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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

• Focused capabilities in new offerings

• New Integration Approaches

• Challenges

• Existing On Premise EPM / BI Implementations

• Possibilities

• Endless Permutations of Hybrid Implementation & Integration approaches

• Solution

• Create Implementation & Integration Patterns to ensure success

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Implementation ApproachesIndividual Cloud Services

• Oracle EPM / BI Cloud Services Today…

PBCS

Core Planning

Planning and

Budgeting Cloud

Service

EPRCS

Management

and

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 ApproachesHybrid

• Cloud Service and On-Premise Enterprise Performance Management

(EPM)

PBCS

Core Planning

Planning and

Budgeting Cloud

Service

Essbase

HFM

OBIEE

Planning Modules

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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

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

HFM

Data Management

EPMAutomate

REST

Data ExportOBIEE

Planning Modules

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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 Export

BICS

Interactive

Reporting and

Dashboards

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

• “HSF in the Cloud”

• 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

• Cloud to Cloud Integrations

Questions

22

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Contact Information

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604

Tel (914) 253-6600

Email: [email protected]

[email protected]

45 Beech Street, Suite 109

London EC2Y 8AD

United Kingdom

Tel +44 (0) 2033 717 174

150 North Michigan Ave.

Suite 2800

Chicago, IL 60601

Tel (312) 624-7738

200 Harvard Mill Square

Suite 210

Wakefield, MA 01880

Tel (781) 246-3343