MISSION POSSIBLE:  Migrating to Oracle’s Planning and Budgeting Cloud Service Bob Usset, EPM Manager © 2016 eCapital Advisors, LLC.

Minneapolis, MN based consulting firm Business Analytics and Big Data focused Over 250 EPM & BI customers Employees: Dedicated to Enterprise Performance Management and Business Analytics, enabling clients to make better business decisions Proven customer satisfaction and experience across a variety of industries Advisory services, strategic assessments, implementations, upgrades, training, customer enablement and managed services eCapital - Many of the people in this room have work with us - Minneapolis based firm - Over 250 EPM and BI customers - Along with developing and implementing EPM and BI solutions we preform advisory services, strategic assessments, and training © 2016 eCapital Advisors, LLC.

Oracle EPM & BI Client Sampling - We have clients located throughout the county, however, as demonstrated from these logos most of our work is done right here in the Minneapolis area © 2016 eCapital Advisors, LLC.

Today’s Discussion Migration Execution Migration Strategy Enable Oracle’s Planning Cloud What is planning Cloud EPBCS vs PBCS Migration Execution Migration Strategy What is the planning cloud EPBCS vs PBCS Migration strategy Migration Execution Questions Demo if time © 2016 eCapital Advisors, LLC.

What is Oracle’s Planning Cloud? Enable Oracle’s Planning Cloud - Cloud product that delivers functionality used to support budgeting and forecast processes - Very similar to the product used on prem - Allows for end user input through forms - System can run calculations on data - Reporting available through batched or ad-hoc analysis - And like on-prem it is accessible through the web browsers and excel © 2016 eCapital Advisors, LLC.

Today’s Discussion Migration Execution Migration Strategy Enable Oracle’s Planning Cloud What is PBCS EPBCS vs PBCS Migration Execution Migration Strategy © 2016 eCapital Advisors, LLC.

PBCS vs EPBCS Enable Oracle’s Planning Cloud - These models are much better than they were on-prem First decision is purchase PBCS or EPBCS EPBCS will give you pre-built models Overall the products are the same 4) EPBCS will have special features, mainly integrations with other cloud products, are being applied to EPBCS and the pre-built models (that makes sense, Oracle knows how they are setup) 5) Cost - By leveraging these models you will have more custom plan types available - But they will require change management from how you interact with planning today - Wizard on setup, but there is still a learning curve to setup - More functionality Operational Modeling, Profitability, etc. 6) You don’t have to decide now, you can always upgrade to EPBCS - Out of box functionality will have less development time but maybe more time for user training (change management) - The costs to implement will be different - EPBCS is more expense, work with the reps, it may not be as expensive as you think © 2016 eCapital Advisors, LLC.

Today’s Discussion Migration Execution Migration Strategy Enable Oracle’s Planning Cloud What is PBCS EPBCS vs PBCS Migration Execution Migration Strategy © 2016 eCapital Advisors, LLC.

Migration Strategy Enable Oracle’s Planning Cloud Consolidate your applications Data movement is simplified if pushing data between plan types Login processes are complicated if using multiple applications License costs can be reduced by consolidating into fewer applications Don’t worry about performance, we have seen excellent performance in the cloud 2) Understand new features before you start migrating to the cloud - Some of the features must be enabled when application is created - Some features require, or work better, with certain designs (web form layout as an example) Most of the functionality is the same in the cloud, however; some cannot or should not be carried over to PBCS SQL load rules are not more, EPMA, ODI, outline load utility metadata builds are done (see if this true) MaxL with EPM Automate for scripting Xwrite is replaced my Smart Push © 2016 eCapital Advisors, LLC.

Today’s Discussion Migration Execution Migration Strategy Enable Oracle’s Planning Cloud What is PBCS EPBCS vs PBCS Migration Execution Migration Strategy © 2016 eCapital Advisors, LLC.

Migration Execution Enable Oracle’s Planning Cloud   1) Objects can be migrated from on-prem using LCM in 11.1.2.3 or better - We have developed processes to migrate from older versions - Migration order matters (in terms of the order of which things are LCMed in first, second, ….) - Need have native user to invoke EPM Automate, doesn't work for SSO credentials - We may need to modify LCM and some items will not move using LCM 2) Security on artifacts does not LCM over (i.e. Forms, rules, reports) - Users are setup and maintained differently than today - This is a good time to review and improve your security model (you will be rebuilding it anyway) - SAML authentication can be setup - When on EPBCS, the system will deploy objects, these objects will also require security setup 3) Data and meta-data integrations need to be updated - May have a separate section to review this (depending on time) 4) Get ready to learn as you migrate and after - Almost all functionality from on-prem is available in PBCS, but how you get to each screen is very different (and the old screens are going away) - Task list can be setup to describe almost any set of tasks (both admin and end user) - Academy is there, for many of the items it has videos © 2016 eCapital Advisors, LLC.

Manual Loads & Exports Enable Oracle’s Planning Cloud Files can be loaded through manually through the interface These loads can be setup through the interface for certain times Smart View also a administrator plug in that allows for metadata management © 2016 eCapital Advisors, LLC.

EPM Automate What is it? What can I do with it? Enable Oracle’s Planning Cloud EPM Automate What is it? What can I do with it? Pros Easily automated and scheduled Can be used in conjunction with other processes Can run initiate numerous tasks within PBCS Export Data Import Data Execute business rules Cons Command line tool No mapping, validation, transformation © 2016 eCapital Advisors, LLC.

Data Management Enable Oracle’s Planning Cloud Pros FREE! Powerful mapping and validations engine Automation available Cons No data exports Can only import using flat files from inbox/outbox Built in scheduler is almost never all encompassing Need a business rule run before or after? File upload to inbox before? © 2016 eCapital Advisors, LLC.

FDMEE Enable Oracle’s Planning Cloud Pros Single, consolidated hub of info coming to/from Hyperion Cloud capable Powerful mapping and validation engine Oracle strategic direction Cons Not free Not offered as a cloud service © 2016 eCapital Advisors, LLC.

March PBCS Update - Webinar Enable Oracle’s Planning Cloud Discuss new features in March update March 21, 12:00pm CST Register: http://ecapitaladvisors.com/oraclepbcsupdate/ © 2016 eCapital Advisors, LLC.

Questions? Please contact us! Enable Oracle’s Planning Cloud Questions? Please contact us! Bob Usset busset@ecapitaladvisors.com Manager, EPM Practice © 2016 eCapital Advisors, LLC.