ODTUG NYC Meetup 2017 – PCMCS and ITFM

INTEGRATED
BUSINESS
ANALYTICS
Getting to the Answers for Improved Business Performance
Business Analytics Solutions Provider: EPM, BI, and BD Technologies
ODTUG NYC Meetup
November 15, 2017
Oracle Enterprise Performance Management Overview
• Profitability & Cost Management Cloud Service (PCMCS)
• Oracle IT Financial Management (ITFM)
Mike Killeen, Sr. VP Edgewater Ranzal, Oracle Ace

Business Analytics Solutions Provider Using Oracle EPM and BI Technologies
Agenda
Introductions
The Need for Profitability & Cost
Management
Oracle Profitability & Cost
Management Cloud Service Overview
Oracle IT Financial Management –
prebuilt content on top of PCMCS
Closing and Q&A
20+ Years
1000+ Clients
2000+ Projects
2

Business Analytics Solutions Provider Using Oracle EPM and BI Technologies
Today’s Presenter
Mike Killeen, Edgewater Ranzal
Sr. Vice President, Oracle Ace
Primary Oracle Product Management advisor on
HPCM & PCMCS dating back to 2007
20+ Years EPM & BI Experience with Ranzal
5 Years – Strategic Initiatives & Advisory
2 Years – VP, UK Division
6 Years – Planning & Analytics Practice Director
8 Years – Implementation Consultant
Expertise across Multiple Domains
Cost Allocations & Profitability Analysis
Planning, Budgeting & Forecasting
Financial Consolidation & Reporting
Business Intelligence
Master Data Management
3

Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
1,000+ Oracle/Hyperion Customers 2,000+ Oracle/Hyperion Projects
Proven Project Methodology and Implementation Approach
Planning
Suite
Fin Close
Suite HPCM
BI Suite Big DataEngineered
Systems
Integration
Workflow
Master Data
On-PremiseCloud (SaaS/PaaS/IaaS)
Edgewater Ranzal is a global full-service Oracle Platinum Consulting Partner providing
premier services across the entire EPM / BI / Big Data platforms
Since 1996
Healthcare
Financial Services/Insurance
Retail
CPG / MFG
High Tech
Oil & Gas
Entertainment
Planning
Cloud
Fin Close
Cloud Profitability
Cloud
4
Edgewater Ranzal Overview
20+ Years of Integrated Business Analytics
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Big Data
Cloud
BI
CloudCloud
Infrastructure
Training
Services
Operational
ERP
Intellectual
Property

Edgewater Ranzal History with
Profitability & Cost Management Solutions
5

The Need for Profitability & Cost Management
6

Why Profitability & Cost Management is Important
7

If you can generate a whale curve by Customer, by Product, by Channel, etc,
you’re on your way to making intelligent decisions about your business.
50% 15% 35%
$140 Mil
$81 Mil
Why $60M Loss?
Product/Customer/Channel/Market, etc Profit
Detail?
Strategic P&Ls
17
Profit Opportunities – Exploiting the Whale!

Challenges in Profitability Management
A Patchwork of Technology Approaches
Very manual
Error Prone
Time consuming
Lacks controls &
governance
Creates Key
Personnel
Dependencies
Lacks
transparency
Financial close
is slower,
bloated, and
more costly
Unable to
extend ERP
data (e.g.
customer)
“Black-box” that
is difficult to
maintain
Slow to adapt
Grows unwieldy
over time
May become
unsupported
Spreadsheets ERP Custom Built
9

Expected Outcomes of a Profitability & Cost
Management Solution
Reliability
Visibly defensible profitability and
cost results through transparency &
audit/control
Agility
Timely reflection of results to be
actionable
Relevance
An ability to Allocate resources to the
most important opportunities
Financial
Results
Revenue &
Cost Models
Operational
Results
FP&A
Senior
Management
10

Profitability & Cost Management
Cloud Service (PCMCS) Overview
11

Oracle Profitability & Cost Management
Evolution of the Application
2008
HPCM
Standard Profitability
v 11.1.1.1
2012
HPCM
Detailed Profitability
v 11.1.2.2
2015
HPCM
Management Ledger
v 11.1.2.4
2016 (Oct)
PCMCS
Management Ledger
v 17.xx

Oracle Profitability & Cost Management Cloud
Capabilities & Workflow
Published Reports &
Interactive Analytics
Model Development
Master Data & Data
Integration Management
Profitability & Cost Management
Cloud Service
(PCMCS)
Financial Reports, Smart
View, Embedded
Visualizations
Model Execution
13
 No Large Initial
Investment
 Accessible
 Always up to date
 Limited IT Involvement
Allocation
Engine
Embedded
Intelligence
Mobile
Rule
Transparency
Integrations
Dashboards &
Work Areas

PCMCS Simplified User Interface
14

Dimensions
System Dimensions (2) POV Dimensions (1- 4) Business Dimensions
15
Master Data & Data

Native Load
Formatted Text Document
No Load Rule Required
Loads can be initiated in PCM GUI
Cloud Data Management (e.g. FDMEE “Light”)
Provides data mapping
Provides scheduling
Provides Drill (included in user licenses)
Flat File & Cloud to Cloud Import/Exports
Hybrid (e.g. FDMEE On-Premises v 11.1.2.4+)
Full CDM Functionality, plus….
Custom Scripting & Automation
Direct Connectivity to Ground Applications
Additional licensing considerations….
PCMCS
PCMCS
PCMCS
Data Management
16
Master Data & Data

Point Of View (POV) allow for the
ring fencing of data, business logic
and output
Allows users to do complex what-if
analysis without interfering with
previously released results
Users can copy financial and
driver data between POVs
Users can copy Rule Sets and
Rules between POVs
Users can clear input and
calculated data from POVs
Users can change the POV state
17
Point-of-View Management Model Development

Rules Management
• Point-of-view (POV) Specific
• Rules, Drivers, & Financials can
vary by POV
• Completely GUI based
• Intuitive Business focus layout
• No coding knowledge necessary
• No staging tables to edit
• Four Easy Steps:
• 1. Define your Rule
• 2. Select your Source
• 3. Select Destination
• 4. Select Driver
• Optional – Select Offset 18
Model Development

• Post-Calculation Validation
– Data Validation
• SmartView
• Queries
• Rule Balancing Report
• Traceability Maps
• Dashboards
• Financial Reports
– System Validation
• Programme
Documentation
• Dimension Statistics
• Rule Data Validation
• Execution Statistics
• Pre-Calculation Validation
– Meta-data Validation
– Model Validation
• Rule Sets and Rules
• Model Views
• Queries
• Analytics
• Data Grants
– Data Validation
• SmartView
• Queries
• Rule Balancing Report
• Dashboards
• Financial Reports
Calculation
Model Execution
19
Model Execution

• Provides built-in reporting and analytics
capabilities
• Are developed and maintained by end-users
• Minimizes the need for dedicated Reporting
teams. The people who use the reports can
develop them
• Provides:
• Population Performance Analysis
• Multi-dimensional P&Ls
• Cost Contribution Reporting
• Cost and Profitability Statistics
• KPI’s & Dashboarding
20
Reporting & Analysis Published Reports &
Interactive Analytics

Oracle IT Financial Management (ITFM)
Pre Built Content for IT Shared Services
Leveraging Oracle EPM Cloud

C-Suite Perspective
Connecting the value of IT to the Business
22

Align IT to Run and Grow the Business
Oracle IT Financial Management (ITFM)
23

Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
24
• Pre-Built Data Model
• 14 Base Dimensions
• 24 Attribute Dimensions
• Pre-Populated Content
• IT Chart of Account Definition (150+)
• Service Catalogue (50+)
• 40+ Drivers
• Pre-Built Model & Reporting Content
• 15+ Ratios/Metrics
• Time Series & Variance Calculations
• Starter Set of 40 Allocation Rules
• 15+ Smart View & Fin Reports
• 30+ Pre-Built Model Views for Analysis
• Pre-Built Interface Specifications
• 20+ Native File Formats managed by
Source
• Ranzal Accelerators WIP for Data
Management Mapping & Automation
PCM IT Costing & Chargeback (ITCC) Template
Pre-Packaged Content for Cloud or On-Premise

Shared Costs $
(Cost Centers & Accounts)
GL
IT Functions $
IT Functional Units $
Projects $
Project $
(Projects)
GL
Resources $
Vendors $
Services $
Consumers $
IT OH Support $
PR
Fixed Assets $
(Projects)
(Resources & Vendors)
FA
Services to Consumers
(Projects)
(Resources & Vendors)
(Services & Consumers)
Pre-Built Rules
Statistics
Drivers
Financial
Operational
Optional
PCMCS IT Costing & Chargeback Template
Prescriptive Starter Set of Allocation Rules

PCMCS IT Costing & Chargeback Template
Prebuilt Reports & Dashboards
26

"This collaboration brings a unique intersection of technology, strategy
and implementation expertise to the ITFM space. We see a compelling
opportunity to further strengthen the bonds between the offices of the
CFO and CIO and bring a common language to the business."
- Matt Bradley, Senior Vice President, Product Development, Oracle
27
Oracle ITFM Solution
Leveraging Partnerships to Maximize Value

Closing and Q&A

Does your company understand the true costs of its products or services?
Are costing models transparent enough? Can you easily trace back the assigned
costs to the activities and line item expenses that drive them?
Do your costing methods operate at the right level of detail?
Are you satisfied that you are allocating shared services (e.g. IT/HR) accurately?
Are people spending too much time maintaining our costing models and other
elements of our costing system?
Can people in your company quickly test how changes to commodity, input costs,
lower or higher volumes will affect our profitability?
Are you getting answers from our costing systems fast enough to be actionable?
Would reducing this process time improve our competitiveness or profitability?
Is all of the data that you need to understand true costs available in a single ERP
system? If not, what are the initial and ongoing costs of integrating that data into
your ERP system?
Self-Evaluation Questions
29

Give us $0.02 and we’ll give you $5
30
Do you
know your
PCMII?
• Take part in our study to learn how organizations navigate and manage
Profitability & Cost Management (PCM) processes.
• Show your results email for a $5 Starbuck’s gift card
• Mobile friendly: ranz.al/pcmii

Register: www.kscope18.odtug.com
$100 Discount Code: NYCEPM2018
Join: www.odtug.com
$25 Discount Code: EPMNYCMeetUpMike Killeen, SVP, Oracle Ace
Edgewater Ranzal
1025 Westchester Avenue, Suite 108
White Plains, NY 10604
Tel (914) 253-6600
info@ranzal.com
31
Closing and Q&A

ODTUG NYC Meetup 2017 – PCMCS and ITFM

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ODTUG NYC Meetup 2017 – PCMCS and ITFM