Best Practices for Implementing Oracle Business Intelligence Cloud Service Oracle Open World – October 29, 2015 Tyler Wilson, ERP Application Manager - CPI Card Group Mazen Manasseh, Senior Solutions Architect - Perficient

About Perficient Leading Technology Consulting & Solutions Firm Founded 1997 $450M+ in annualized revenues 25 locations in North America 2300 + employees 85% of revenue from recurring clients Leading Industry Verticals: Financial Services, Healthcare, Life Sciences, Retail Oracle Platinum Partner - Practices Business Intelligence (BI) Enterprise Performance Management (EPM) Enterprise Resource Planning (ERP) Middleware/SOA Customer Experience/Relationship Management (CX/CRM) Oracle Certified Education Partner Key Differentiators Focused expertise, lower cost, faster time-to-value Highly-experienced consultants Better depth, scope & scale than local boutiques National Business Units focused on Industries and Technologies Project size, Breadth of Expertise Depth of Expertise, Efficiency & Value, Client Importance

About CPI Card Group Largest US Provider of Plastic Credit and Debit Cards 20 years in operation $338M+ in revenue 12 months through June 30th 7 locations in North America, 2 locations in the UK 1250 + employees Over 4000 customer direct and indirect Industry leaders in Financial and Pre Paid Market Diverse Information Systems Monarch ERP by EFI Custom operational ERP system two sites Sage MAS 90 Oracle Hyperion Financial Management Oracle Hyperion Planning Oracle Essbase Oracle Sales Cloud HFM Business Intelligence Drivers Lack of systems integration No single source of truth Cost of report development No ad hoc capabilities for users

CPI Card Group’s Analytics Strategy

BICS Road to BICS Timeline 1. Define Strategy 2. Engage Team 3. Define Reqs 4. Fact Based Demos 5. Buy In 6. Build Momentum Timeline January: Define strategy, engage team, define requirements February: Demonstrations Microstrategy, Domo, Qlikview, Tableau, BICS to team March: Technical review, functional deep dive for top vendors April: Proof of concept, final decision, contract execution May: Project kickoff

Objectives Project Success Criteria Deploy a fully interactive Financial Dashboard on Oracle Cloud Analytics platform making corporate data easier for Business users to access. Long Term Objectives Deploy a Scalable reporting platform that can support CPI Card Group’s needs today and future growth. Support the ability to provide cross-enterprise information analysis and interactive dashboards that support detailed drill down functionality. Project Approach Perficient will use proven expertise, leading practices and Cloud Analytics deployment methodology to meet CPI Card Group’s Financial Dashboard and Reports need.

Solution Deliverables Deploy Oracle BI Cloud Service (BICS) with Oracle Schema Database Automate ongoing data updates using the Oracle Data Movement Tool (Oracle Data Sync) Build a financial dashboard with 14 reports Build 13 Reporting Stars: 13 Facts and 15 Dimensions Provide a reporting subject area which supports ad-hoc self-service reporting Support mobile accessibility of dashboard Create test strategy and scripts to validate the reports Perform QA and UAT testing Provide training and Knowledge transfer

Cloud Data Warehouse Modeling Main Dimensions GL Account Company Natural Account Cost Center Division Customer Time Sales Rep Sales Class Order Invoice Job Employee Main Facts Sales Transactions Invoice Lines Order Lines Printing Jobs Shipments Closed Jobs Financial Summary GL Journals Backlog Fact

New BI Cloud Architecture Oracle Cloud Automated Data Management (ETL) Process Analytics Users Monarch ERP Web based Metadata Creation Data Sync EA Schema Hyperion FM Oracle DB Schema Service Oracle BI Cloud Service Planning Essbase Custom Apps Flat Files Receivables Accounting

Project Timeline Phase 1 1 Dashboard 14 Reports 13 Reporting Stars 13 Facts 15 Dimensions May 11 May 18 May 25 Jun 1 Jun 8 Jun 15 Jun 22 Jun 29 Jul 6 Jul 13 Jul 20 Jul 27 Aug 3 Aug 10 Aug 17 Aug 24 Requirements & Design Build Test Go-Live 8/25/2015 IT BICS Training Project Management / Change Management Knowledge Transfer Phase 2 1 Dashboard 10 Reports 4 Reporting Stars 4 Facts 14 Dimensions Aug 31 Sep 7 Sep 14 Sep 21 Sep 28 Oct 5 Oct 12 Oct 19 Oct 26 Nov 2 Nov 9 Nov 16 Nov 16 Nov 23 Requirement & Design Build Test Phase 2 Release User Training Project Management / Change Management

Management Recommendations Requirements Prioritize Breakdown scope into smaller phases Gradual adoption Drill down to detail reports (i.e. GL Reconciliation Reports by GL Account) are essential for User Acceptance Testing Training Invest in IT training early on in the project Train users to build their own reports Document Star Diagrams and Data Dictionary to facilitate self-service reporting

Technical Recommendations Data Sources Know your data sources: table relationships, what defines a unique record, updates, deletes Design to scale out from the start Look for the true source of the data Support incremental data loads whenever possible Create Indexes on primary and foreign keys Test data before building reports Make sure you are not losing records when joining tables in Data Sync Ensure fact records without corresponding dimension values can be reported on Sourcing data from multiple sources Transform to the BICS data model rather than the source system Ensure target data types accommodate all data sources