How WillScot-Mobile Mini Utilized Enterprise Data Management for Business Transformation

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How WillScot-Mobile Mini
Utilized Enterprise Data
Management for Business
Transformation
June 29, 2021
Matt Jacobsen and Marisa Breslow – WillScot Mobile Mini
Kevin Black - Alithya

AGENDA
• Background
• Willscot-Mobile Mini
• Alithya
• Speakers
• Project Overview
• Objectives
• Approach and Timeline
• Challenges/Solutions/Benefits
• Implementation Overview
• Solution Architecture
• EDM Details
• Wrap Up
• Key Learnings
• What’s Next
• Q&A

ABOUT WILLSCOT-MOBILE MINI
• A North American leading provider of portable storage solutions
• Rental fleet of ~200k storage solutions containers and office units
and ~13k tank and pump units
• Average useful asset life of >20 years
• Average lease duration of 30 months
• 155 locations in the U.S., U.K., and Canada
• ~74k Storage Solutions customers across diverse end markets
• North American leading provider of modular space solutions
• ~153k modular space and portable storage fleet units; representing
over 76M sq. ft of lease space
• Average useful asset life of >20 years
• Average lease duration of 34 months
• ~120 locations in the U.S., Canada and Mexico
• >50k customers representing a highly fragmented portfolio
Mobile / Sales Offices
VAPS
Ground Level Offices
Steel Storage
Containers
Tanks & Pumps
Complexes

3000+
projects
ALITHYA ORACLE PRACTICE
Enterprise Performance
Management (EPM)
Enterprise Resource Planning (ERP)
Supply Chain Management (SCM)
Human Capital Management (HCM)
Organizational Change Management
Process Design (Redesign)
Strategic Roadmaps
Cloud Assessments & Health Checks
Training Services
Data Services
Analytics
Hosting & Infrastructure
Managed Services & Support
Integration
Security
Health Care
Financial Services
Manufacturing
Retail/CPG
Professional Services
Utilities
Others
I N D U S T R I E S
C L O U D
T E C H N O L O G Y
S E R V I C E S
A D V I S O R Y
S E R V I C E S
C L O U D
A P P L I C A T I O N S
1000+
clients
400+
Oracle Cloud
projects
23+
years
225+ Oracle
consultants

ABOUT THE SPEAKERS
• Matt Jacobsen
• Vice President – Finance at Willscot Mobile Mini
• Email: matthew.jacobsen@willscot.com
• Recently relocated from Baltimore Maryland area to
Phoenix, AZ
• Kevin Black
• Product Manager, Master Data; Oracle ACE
• 30+ years experience, involved in EPM space since 2005 – first as a
client, then as a consultant since 2014
• Blog: https://www.alithya.com/en/insights/author/kevin-black
• Email: Kevin.black@alithya.com
• Resides in Tucson, AZ
• Marisa Breslow
• Director FP&A at Willscot Mobile Mini
• Email: marisa.breslow@willscot.com
• Resides in Baltimore, MD
• Oversee all budgeting/forecasting and long-range business planning for ~275 operating locations across
North America and the UK
• Combined 20 years experience with Hyperion products primarily with HFM and Planning until recent
cloud migration in Oct 2020

BACKGROUND
• Mobile Mini
• Completed Cloud Options Analysis in October 2018
• Existing Support Arrangement
• WillScot
• Signed small Support Agreement in
August 2019
• Defeated Huron for EPM project in
October 2019
• Integrated Discovery 1.0 completed
in December 2019
• Technical Design completed in
February 2020
• WillScot / Mobile Mini
• Signed Statement of Work on March
17th to perform Integrated Discovery 2.0
for the combined organization
• Alithya Design>Deploy SoW and Oracle
license agreement signed end of May
• Transaction closed July 1
• EPM Cloud implementation go live in Oct
2020 for 2021 Budget process with
ongoing enhancements continuing in
2021
Merger
announced
on March
2, 2020
PRE COVID-19 CURRENT

Timing and solution approach
Pre-merger: 3/1/2020 –
5/1/2020
Merger Day 1 –
7/1/2020
Integrated SAP/Phase II
Post Merger – Pre-
integrated SAP
Chart of Accounts Alignment
Mobile
Mini HFM
WillScot
HFM
Mobile
Mini
Planning
WillScot
Planning
Consolidations
Planning
WillScot/Mobile
Mini
Consolidations
Cloud
WillScot/Mobile
Mini Planning
Cloud
WillScot HFM
Sprint 3 - Build out FCCS (new COA)
Sprint 2-
S&OP
Sprint 1 -
Labor
Sprint 3 Remaining Planning
Build
Merger closed 7/1/2020
Narrative
Reporting/Strategic
Modelling
Enhancements
Sprint 1 – EDMCS for COA alignment
Financial Consolidations Track
Planning & Forecasting Track
9
10/1/2020

“Two Iconic Industry Leaders with Distinct but Complementary Portfolios and
Enhanced Ability to Serve Customers.”
Q2 Earnings Call
• Greater forecasting effectiveness
through integration of financial and
demand planning
• Reduced labor by automating manual
processes
• Consolidated multiple applications to
one Oracle platform
• EPM platform that provides ability to
extend analytical capabilities as
merger integration continues
Headquartered in Phoenix, AZ
North American leader of
turnkey modular space and storage solutions
• Eliminate manual processes across finance
with stronger technology enablement
• Streamline existing applications “cluttered”
from years of patchwork and
acquisition/divesture activity
• One EPM solution for the newly formed
company to provide one consolidated planning
process
• Project operating model during Covid and as
part of a large Merger Integration program
EPM/Finance Integration During a Pandemic – “Better Together”
CHALLENGES SOLUTIONS BENEFITS
Oracle EPM Cloud Enterprise:
• Enterprise Planning & Budgeting
/ EPBCS
• Financial Close & Consolidations
/ FCCS
• Enterprise Data Quality
Management / EDMCS
• Narrative Reporting

EDM ENTERPRISE CAPABILITIES
> System of Reference
> Single “Source of Truth” for enterprise master data
> Master Data Integrity
> Automatic enforcement of master data quality
> Direct integration to EPM Cloud applications
> Modern UX
> Optimized for change management by business power users
> Built-in visualization of changes, drag-and-drop operations, side-by-
side hierarchy comparison
> Real-time collaboration
> Audit Trail
> All master data changes governed by a request mechanism
> Always-on, granular transaction log of every change performed in
EDM
> Architecture and Philosophy
> Purpose-built application-centric deployment
> Share common hierarchy maintenance across EDM applications for
alignment, while allowing for necessary differences
> Packaged Adapters
> Provide streamlined configuration, validations, and integration to
EPM Cloud applications
> Current Adapters:
> Planning (PBCS) and Planning Modules (EPBCS)
> Financial Consolidation & Close (FCCS)
> Financials Cloud General Ledger
> Oracle E-Business Suite (EBS)
> Universal Adapter
> Approval Workflows
> Data governance to approve requests before commit
> Email notifications, Approve/Reject/Pushback, Sequential or Parallel
approvers, Separation of Duties
> Future
> Heavy R&D investment by Oracle
> Monthly updates; Major features released ~1x/quarter
> Robust product roadmap
EDM is a Foundational layer of your ERP/EPM eco-system

EDM OVERVIEW – WILLSCOT-MOBILE MINI
> Legacy systems
> WS: HFM, JDE, UltiPro, Excel
> MM: HFM, SAP, Excel, flat files
> SAP identified as go-forward ERP post-
merger
> Legacy hierarchies loaded from SAP,
multiple HFM, and JDE for COA mapping
and finalization
> ERP, FCCS, and EPBCS hierarchies
managed centrally
> EDM functionality compares, aligns, and
synchronizes structures across ERP,
Consolidation, and Planning domains,
while allowing for intended differences
> Automated batch process exports and
refreshes dimensions in target
applications
EDM
FinPlan
EDM
FCCS
SAP
FCCS
Consol
EPBCS
Workforce
EPBCS
FinPlan
SAP
EDM
WORKFORCE
Legacy
App
Legacy
App
Legacy
App
Legacy
App
EDM
ENVIRONMENT

EDM Details
• 7 Applications
• (4) Universal Applications – 1 SAP and 3 Legacy Applications for JDE, HFM-WS, and HFM-MM
• (2) Planning Modules Applications – 1 Financial Planning and 1 Workforce Planning
• (1) Financial Consolidation and Close Application – FCCS
• Dimensions – Account, Entity, Management, Cost Center, Product, Job, Movement, Detail
• COA Finalization – collaboration across multiple time zones while working remotely!
• Loaded legacy COAs from each system plus future COA based on SAP
• Utilized a “COA Mapping” viewpoint in EDM as a hybrid view to bring together legacy and future COA’s from both companies
and multiple sets of legacy systems
• Used this viewpoint to map legacy GL accounts from JDE and HFM into go-forward SAP accounts
• Leveraging side-by-side display, comparison, and drag-and-drop features of EDM
• Provided a visual and centralized “sand box” to collaborate and finalize COA during real-time, remote working sessions
• Leveraged subscriptions with filters to synchronize EPBCS and FCCS hierarchies from COA Mapping
• Synchronize “standard” COA structures for EPBCS/FCCS while excluding legacy accounts and mappings that do not
belong in EPBCS/FCCS
• Batch automation delivered with EPM Automate and PowerShell scripting
ALITHYAWILLSCOTKSCOPE21

Legacy System Mapping Go Forward COA
Full mapping of existing legacy systems to
go-forward COA with drag and drop
functionality provided significant time and
cost savings over other methods

KEY LEARNINGS
• Use a tool like EDM to design and finalize your Chart of Accounts
• Difficult to accomplish using Excel spreadsheets, emails, and phone calls
• Don’t wait until the COA is finalized to introduce EDM; use EDM to get there!
• Leverage the strengths of EDM (especially during a pandemic)
• Collaboration
• Visualization of changes
• Side-by-side display and compare
• EDM can manage the “routine” (day to day master data changes) and
the “transformational” (M&A activities, COA re-design, re-
organizations)

WHAT’S NEXT?
• Expand EDM Footprint
• More dimensions, subject areas
• Continued COA Refinement
• Integration with SAP
• Data Governance

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Matchmaking Tools Be a Perfect Match for You? (11174)
> How WillScot-Mobile Mini Utilized Enterprise Data Management for
Business Transformation (11489)
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General Dynamics (11395)
> How to Allocate Your Close Time More Effectively (11533)
> How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost
Management (PCM) as an Allocations Sub-Ledger (11109)
Don't Miss Our 12 Sessions at Kscope21! Alithya is a platinum sponsor of Kscope21
> Mike Killeen & Zubin Shah, Alithya
6/22/21 | 1:40 - 2:20 PM
> Geordan Drummond, Alithya
6/22/21 | 12:40 - 1:40 PM
> Seema Shah; Nick Boronski, Oracle, & Lee Divers, State Street
6/23/21 | 12:40 - 1:40 PM
> Ryan Ward & Sara Beth Good, Alithya
6/23/21 | 2:20 - 3:20 PM
> Andrew Laferla, Alithya & William Harned, MUFG Union Bank
6/24/21 | 11 AM - 12 PM
> Alecs Mlynarzek & Vatsal Gaonkar, Alithya
6/24/21 | 2:20 - 3:20 PM
> Kevin Black, Alithya & Robert Kursten, Viasat
6/25/21 | 12:40 - 1:40 PM
> Geordan Drummond; Nick Boronski & Tim Gaumont, Oracle
6/28/21 | 4 - 5 PM
> Kevin Black; Matthew Jacobsen, WillScot Mobile Mini
6/29/21 | 4 - 5 PM
> Alecs Mlynarzek, Alithya & Caroline Dill, General Dynamics IT
6/30/21 | 11 AM – 12 PM
> Alecs Mlynarzek & Geordan Drummond, Alithya
6/30/21 | 12:40 - 1:40 PM
> Andrew Laferla, Alithya
6/30/21 | 2:20 - 3:20 PM

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