OpenWorld 2018 Guidewire transforms to Fusion ERP Cloud and Integration Foundation Pack Saket Srivastava Guidewire, Sr. Director Information Systems Siva Manickam Sr. Program Director Oracle Consulting Services October 25, 2018 11/9/2018 .

Agenda Guidewire Pinnacle ERP Project Background 1 Guidewire Pinnacle ERP Project Background Pinnacle Project Implementation Approach Integration Foundation Pack (IFP) Using Integration Foundation Pack (IFP) any ERP Project Q&A 2 3 4 5 11/9/2018 .

Guidewire Pinnacle Project Context Customer: Guidewire Software Inc. Industry: Insurance Software Revenue: $661M Profit: $364M* Business Goal: Implement a scalable ERP solution to support Guidewire growth Software Chosen: Oracle Fusion Financials Project Start Date: May 2018 Go Live: November 2018 * 2018 data from Yahoo Finance 11/9/2018 .

Project Pinnacle Goals/Guiding Principles IMPLEMENT A SCALABLE SOLUTION REPLACE CURRENT FINANCIAL SYSTEM to achieve Guidewire’s growth with modern financial system that supports growth LEVERAGE TECHNOLOGY IMPLEMENT CORE FINANCIALS, REV REC, & EPM to facilitate standardization/efficiencies for all Global Finance functions maintaining best in class business practices and processes IMPROVE REPORTING LEVERAGE REPORTING CAPABILITIES and better decision support systems and availability of relevant info. to meet US GAAP, Statutory compliance and management reporting IMPROVE INTERNAL CONTROL ENVIRONMENT Todd DESIGN PROCESSES through process automation, approval workflows, & audit traceability with a robust internal control framework and governance MODERNIZE BUILD A ROBUST & STABLE BACK OFFICE PLATFORM IT Infrastructure and Application Platform which is easier to configure, maintain & enhance. 11/9/2018 .

Our Approach For Solution Selection 2016 Business Case Business Requirements Definition 2017 RFP – Product and SI Selection Project Kick Off Aug Sep Oct Nov Dec Jan Feb Mar 11/9/2018 .

System Implementation Approach Isolate Core Financials as an implementation stream Use Oracle Integration Framework to connect satellite systems with ERP Sequence 605 and 606 implementation in phases Continue 605 Optimization and integrate with Core project for Oracle Do 606, complete design after CoA, Oracle design complete, build integrations and test Data Migration Strategy determined up front History cutoff: data with opening balances and closing balances Load 2 years of summary and 1 year of detailed historical data to minimize complexity and data validation overhead Retain historical data in Intact; keep satellite systems to help with reporting 11/9/2018 .

Change Management Identify & Plan Change Management and Training issues Avoid customizations Training Strategy, Demos and hands-on user experience for edge cases in January completed 10-14 total days of system training, familiarization early in project to acquaint users with Cloud System “out of the box” functionality and get them used to new “best processes” Process based training plans downstream in project schedule Set Project expectations and governance to ensure that Customizations are viewed as a major Change Control to be avoided Use Oracle Consulting Familiarization Workshops to review key processes and associated use cases early; complete questionnaires: doing this up front with help us identify areas where workarounds, training, compromise is needed Use PaaS options as last option; this is considered an extreme measure to be avoided 11/9/2018 .

Guidewire Master & Transactional Systems General Ledger–Chart of Accounts Accounts receivables Accounts Payable Fixed Assets Customer, Partner Products, Price Lists Order Entry Reporting Platforms: Qlik, Host Analytics, Excel, Microsoft BI and core Applications Human Resources Employees Vendors Purchasing Revenue Before: 11/9/2018 .

Guidewire Master & Transactional Systems Fusion General Ledger Fusion Accounts receivables Fusion Accounts Payable/Fusion Fixed Assets Customer, Partner Products, Price Lists Fusion Order Management Oracle ERP Reporting Platform Human Resources Employees Vendors Purchasing Fusion Revenue Management After: Integration Framework (IFP) 11/9/2018 .

ERP CLOUD INTEGRATION FOUNDATION PACK Integration Foundation Pack is a Hybrid integration Life-Cycle Management application. It allows defining integration life-cycle connecting the legacy applications and Fusion Application Cloud (HCM and ERP). 11/9/2018 .

ERP Cloud Integration Inbound Using product provided public services Paradigm #1, and #2 can be automated ERP Cloud supports multiple inbound integration paradigms Batch/File mode integration using FBDI/HDL Real time integration using exposed SOAP/REST services Desktop/Screen mode integration using ADFDI/RI Integration Foundation Pack (IFP) Implements paradigms #1 and #2 to support inbound integrations. 11/9/2018 .

ERP Cloud Integration Inbound 11/9/2018 .

ERP Cloud Integration Outbound ERP Cloud supports multiple outbound integration paradigms: Batch/File mode integration using BI/Extract Real time integration using exposed SOAP/REST services Desktop/Screen mode integration using FSM Paradigm #1, and #2 can be automated (using product provided public services) and the Integration Foundation Pack implements paradigms #1 and #2 to support outbound integrations. 11/9/2018 .

ERP Cloud Integration Outbound 11/9/2018 .

Integration Foundation Pack (IFP) Details Integration Foundation Pack (IFP) works as an ERP Cloud adapter for integrations. IFP implements:  A generic entry and exit point for all ERP Cloud integrations Set of integration adapter services (FBDI, HDL, BI, SOAP) Metadata services to store integration entity service definitions and parameters Orchestration services to define and execute integration pattern Publishes the Application/Data Errors for the ERP Integration 11/9/2018 .

Integration Foundation Pack (IFP) Services The set of integration Services implemented by IFP includes: Upload file to UCM Submit ESS Job Submit HDL Job Get ESS Job Status Initiate Sync BI report Send Response Send Exceptions 11/9/2018 .

Integration Patterns “IFP” implements below integration patterns for inbound and outbound flow. Integration patterns are mix-n-match of IFP implemented services in a pre-defined sequence. FBDI_IN  INBOUND Inbound using FBDI Integration without Call- back (Pull Pattern) HDL_IN  INBOUND Inbound using HDL Integration without Call- back (Pull Pattern) BI_OUT_SYNC OUTBOUND Outbound using BI Integration with Synchronous response (Pull Pattern) 11/9/2018 .

Inbound Integration Pattern Using FBDI 11/9/2018 .

Inbound Integration Pattern Using HDL 11/9/2018 .

Outbound Integration Pattern Using BI Publisher 11/9/2018 .

Integrations Implemented Using IFP 11/9/2018 .

On-Boarding Integration Foundation Pack (IFP) in Context Based on the use-case, Project Integration Entities can be on-boarded to the framework. On-Boarding of a new integration entity includes below steps: Identify Integration Pattern Analyze the Integration Entity’s integration flow/pattern Identify the matching Integration lifecycle from IFP If Integration lifecycle doesn’t exist, create a new Integration lifecycle with identified integration services Once the required Integration lifecycle is created in IFP, start defining the Integration Entity definition 11/9/2018 .

A Scalable Financial Platform to Support Growth Company Profile: Guidewire Opportunities Solutions Benefits Headquarters Foster City, CA, USA Support growth (M&A), reduce costs, and streamline operations with scalable financial platform Eliminate manual processes and consolidate multiple software products into a single, automated global Oracle Financials Cloud Application platform Predict and react to management and operational needs with business intelligence systems Oracle Consulting: Built integrations with Coupa, Concur, Financial Force, Salesforce and CPQ systems Supported change management by ensuring all users were a part of knowledge transition throughout project lifecycle; configured production prior to UAT to visualize go-live in advance Designed and executed a training plan throughout the project that included Oracle University classes, deep test scripts for operational tasks, and focused end-user training Increased financials efficiencies during close and reconciliation Reduced overhead by accelerating financial systems integration during mergers and acquisitions process Reduced manual processes and increased efficiency via process automation and standardization on a scalable solution Provided access to real-time financial data for management reporting via Essbase tools Completed project on time and under budget, with full statement of work delivered Guidewire chose Oracle Consulting based on its implementation experience, project schedule, cost of execution, strength of global team structure, and access to Oracle Development. Another key factor was Oracle Consulting’s technical skill and assets to deliver key integration to Guidewire satellite systems. Industry High Tech, Insurance Oracle Financials Cloud Applications General Ledger Fixed Assets Cash Management Accounts Receivables Accounts Payables Tax Order Management Success by the Numbers: 100 19 20+ Revenue US$520 Million Users Trained on the Application Countries Implemented with Functional Configurations Integrations Using Service-Oriented Architecture Framework Oracle Financials Cloud Applications Focus: 11/9/2018 .

Thank you!