1. 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
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2. Agenda Guidewire Pinnacle ERP Project Background1
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
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3. 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
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4. 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.
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5. 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
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6. 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
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7. 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
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8. 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:
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9. 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)
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10. 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).
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11. 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.
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12. ERP Cloud Integration Inbound
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13. 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.
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14. ERP Cloud Integration Outbound
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15. 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
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16. 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
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17. 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)
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18. Inbound Integration Pattern Using FBDI
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19. Inbound Integration Pattern Using HDL
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20. Outbound Integration Pattern Using BI Publisher
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21. Integrations Implemented Using IFP
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22. 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
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23. 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:
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24. Thank you!