Oracle EPM Cloud in Real Life: Four Real-World Cloud Migration Studies October 22, 2018

Presenter Bobby Ellis, Global Practice Lead - EPM Bobby is a Global Director specializing in Enterprise Performance Management (EPM) Over 12 years of consulting and industry experience. His experience includes the full project life cycle, from gathering business requirements, to designing and developing applications, authoring and delivering training and providing ongoing support. He understands how the core EPM products work together and the relevant considerations when seeking to integrate them.

About Datavail

We are data specialists: Largest data management firm in North America with over 600 DBA’s and 200 developers / consultants delivered in an onshore/offshore, 24x7 model Databases, Analytics, and Application Data Integration 300+ customers with average customer life of 7 Years 13+ years delivering data services

What Does Datavail Do? Talent ISO 27001 Investment IP-Enabled Chuck

Visit us at Booth #1932 Visit our booth and we’ll donate $1 for every scan to Susan G. Komen. Set up a meeting with one of our experts and we’ll donate $10!

Visit us at Booth #1932 Visit our booth and we’ll donate $1 for every scan to Susan G. Komen. Set up a meeting with one of our experts and we’ll donate $10!

Agenda Introduction Case Study – Fair Isaac Corporation (FICO) Case Study – Brunswick Electric Membership Corporation (BEMC) Case Study – American Vanguard Corporation (Amvac) Case Study – U.S. Health Questions

Case Study Fair Isaac Corporation (FICO)

Background On-premises Planning application (11.1.2.2) Utilizing Workforce Planning module Initial install 5+ years old ~25 users Inbound and outbound interfaces Income statement focus Partially-build Balance Sheet and Cash Flow

Reasons for Change Contemplating upgrade to 11.1.2.4 Wanted to remain on premiere support Wanted to make changes Add/enhance calculations Update data model Simplify user experience Likely facing application rebuild

Why Cloud? Lower internal support costs Automatic upgrades Decommission hardware Re-allocate IT support personnel No periodic “big bang” upgrades Automatic upgrades Convenient access Mobile device interface Mobile report access IT strategy alignment

Key Requirements Single sign-on (SSO) No performance decrease Form open/save time Batch calculation time More detail Additional dimensionality Larger dimensions (e.g., Customer and Vendor) New calculations The beast must live on

The Project ~3 month effort* Client resources Partner resources Functional lead Technical lead Partner resources Project manager (partial) Senior EPM consultant Engagement manager (partial) Leveraged existing on-premises artifacts

Outcome Improved user experience Enhanced analytical capabilities Fewer inputs Reduced save/calculation times Mobile device access Enhanced analytical capabilities Beast evolves to Mega Beast Revenues by customer Expenses by vendor Refreshed every 2 hours Aligned with IT strategic direction

Case Study Brunswick Electric Membership Corporation (BEMC)

Background Manual, Excel-based process Single person responsible for: Preparing, distributing templates Receiving completed templates Aggregating results ~25 department heads involved Limited reporting/analysis

Reasons for Change Standard Excel-based process woes: Time consuming to create, distribute templates User alterations to templates Difficult to aggregate Macro nightmares Limited reporting and analysis capabilities (manual) No scenario/what-if analysis User buy-in issues

Why Cloud? Easier, faster to execute “Smaller” project Very limited IT involvement No infrastructure required No ongoing internal IT support required Lower up-front costs fit with budget Automatic upgrades

The Project ~2 month effort Client resources Partner resources FP&A Manager Partner resources Project manager (partial) Senior EPM consultant Limited initial scope to accelerate implementation

Outcome Significant process efficiency gains No more Excel templates Users enter data directly Aggregation is automatic Enhanced analytical capabilities Smart View Process efficiencies freed up time for analysis Perfect Cloud success story

Case Study American Vanguard Corporation (Amvac)

Background HFM 11.1.1.3.500.3124 Single person responsible for: Preparing, distributing management reporting book Providing budget/forecast templates and updating system Aggregating results Busy seasons blend into one another due to time/resource constraints

Reasons for Change Needed to Upgrade – decided a move to cloud made more sense Desire to be early adopters like they were with cloud ERP

Why Cloud? Easier, faster to execute “Smaller” project No infrastructure required Free up IT resources to concentrate on other projects Lower up-front costs fit with budget

The Project Client resources Partner resources Corporate Controller IT group Partner resources Project manager (partial) Senior EPM consultant Centralized information to ease management reporting preparation

Outcome Process efficiency gains Enhanced analytical capabilities Budget loaded more efficiently Reporting functions are more efficient Enhanced analytical capabilities Pre-built intercompany and journal reports Process efficiencies freed up time for analysis Ease of Use Account and IT were able to easily navigate through the online user interface – Easier knowledge sharing among users

Case Study U.S. Health

Background Excel Models for each product (40+) Built by client over 16 years 7 year Forecast by product by month 4 users Income statement and Balance Sheet STAT and GAAP statements

Reasons for Change 3+ hours to calculate Client desktop unusable during processing Changes to model required changes in all models Easy to break Methodology was not consistent due to missed changes

Why Cloud? Low internal support costs Automatic upgrades Convenient access

Key Requirements Performance Increase for complete calculation Add 3 more years for a total of 10 years Forecast Easier to add new products Easier model maintenance

The Project 22 month effort Client resources Partner resources Client Staff turnover and availability Redesign of model functionality due to unknown inconsistency between models Changing source data Multiple data validations Client resources Functional lead Partner resources Project manager (minimal) Senior EPM consultant

Outcome Improved user experience Far fewer inputs Reduced calculation times Consistent models across all product types

Q&A

Bobby Ellis Global Practice Lead - EPM Bobby.Ellis@datavail.com www.datavail.com

Thank you