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

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

3. Welcome and Introductions

4. Ohio National and Oracle

5. 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

6. 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

7. 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 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

8. 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

9. 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

10. 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

11. Grant Thornton and Oracle

12. 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

13. Our Services

14. 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

15. 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

16. 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

17. Question and Answers

18. Real stories. Real people. Real solutions.
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Virtual and face-to-face events: connect and learn from peers, Oracle teams and thought leaders on global, regional and local scale
Membership benefits: questoraclecommunity.org/membership
Real stories. Real people. Real solutions.

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