Customers Succeed with ERP Cloud. Session ID: CAS4154 October 23rd 2018 3:45 pm – 4:30 pm Moscone South Room 155

Agenda Welcome and Introductions Ohio National – Kevin Johnson Sr. Financial Systems Business Manager Grant Thornton – Bill Behen Principal Advisory Services | Business Consulting & Technology Discussions

Welcome and Introductions

Ohio National and Oracle

Our Company Ohio National Financial Services Products Ohio National Financial Services markets a variety of insurance and financial products in all states (except New York), the District of Columbia and Puerto Rico Partnerships in Chile and Brazil Products Life Insurance Disability Insurance

Our Company and Oracle Ohio National and Oracle History Before we selected Oracle, Ohio National had no history with Oracle Previous GL was client-server based with home grown financial reporting and budget/planning Current Footprint – ERP Cloud and Planning and Budget Cloud General Ledger Accounts Payable Fixed Assets Procurement Planning and Budget Cloud

Why did we choose Oracle and how does it Benefit Ohio National? Wanted a cloud product Discipline on updating the system and customization Real Time Reporting Smartview and OTBI have become valuable tools for real time reporting Previously took updates to the system and some data would not be available for 12-24 hours More Information and Data at Users finger tips Previously you could not get details such as the user who posted an entry, purchased items etc. Increased efficiency by identifying users actions and who to contact with questions

Why did we choose Oracle and how does it Benefit Ohio National? Self-Service Procurement has allowed budget owners to be more in control of what they are purchasing Allows review of past orders in a “database” rather than a stack of paper Systematic Workflow Previously had paper copies of invoices signed as approval AP had a binder with rules of who could approve what Simplified approval process and implemented that process in Oracles workflow functionality

Obstacles Resistance to Change Regulatory Environment “It has worked for years… why are we changing?” Regulatory Environment Full integration from siloed systems Steps required to integrate Procure to Pay Process Procurement, AP and Budget all had separate processes Users understanding that what they do on the front end can now effect 4 other modules/areas

Advice to Others Make sure to have a “Champion” and “Buy in” from leadership and users Have “Owners” of modules/areas to lead Make sure these employees want to do this and are not forced into a “owner” role DO NOT FORGET CHANGEMANAGEMENT Allow plenty of time for training Pick the right partner Interview the consultants to make sure they fit with company

Grant Thornton and Oracle

About Grant Thornton Office locations People Reach Partners 59 offices spread across 30 states and Washington D.C. More than 8,500 professionals in the U.S. Reach Partners Serve 36% of companies on the 2017 Fortune 500 list and 25% of companies on the Russell 2000 list 594 partners serving more than 8,000 clients in the nation Our services Revenue • Assurance • Tax • Advisory GT U.S. net revenue equals $1.74 billion

Our Services

Grant Thornton chooses Oracle Cloud Current landscape: Multiple disparate systems Systems have reached end of life Need a more robust project accounting solution to support our activities as a professional services firm Selected Oracle HCM & ERP Cloud Why Oracle Cloud: Single integrated platform Superior project accounting features/capabilities SaaS product maturity

Anticipated Benefits Supported solution w/ continuous updates Lower Total Cost of Ownership Reduced integration complexity More relevant and easier reporting Tools to attract top talent End user business process efficiency

Ingredients for success in the cloud Deployment Strategy Scope Management Change Management Adapt & Adopt Mindset Right Sized Methodology Resource Allocation End User Involvement Post Production Support Strategy

Question and Answers

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