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

2. 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.

3. About Datavail

4. 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

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

6. 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!

7. 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!

8. 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

9. Case Study Fair Isaac Corporation (FICO)

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. Case Study Brunswick Electric Membership Corporation (BEMC)

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

18. 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

19. 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

20. 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

21. 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

22. Case Study American Vanguard Corporation (Amvac)

23. 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

24. 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

25. 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

26. 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

27. 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

28. Case Study U.S. Health

29. 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

30. 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

31. Why Cloud? Low internal support costs Automatic upgrades
Convenient access

32. 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

33. 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

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

35. Q&A

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

37. Thank you