Finance: “IT knows we’re having problems and that apps are running slow, but they keep saying the systems are fine!”
IT: “Why does Finance always have to nag, nag, nag? We’ve told them that servers are NOT the bottleneck!”
In any relationship, it’s often difficult to understand the needs and wants of others. The business relationship between Finance and IT is no different. In this on-demand webinar, we will use real psychology points, IT resources, and management techniques – and some eloquent tongue-in-cheek humor – to show how organizations can resolve the conflict between Finance and IT and move forward more efficiently.
3. www.datavail.com 3
Presenter
Nayar Ellis, Sr. Hyperion Consultant
Over 12 years experience in the accounting industry
Skilled in managing staff, SEC, and private company
financial reporting
Experienced with mplementations of financial
statement reporting software (Oracle - EPM)
Previous client-side experience with companies like
Petroflow Energy and Total Safety US.
4. www.datavail.com 4
Chuck Czajkowski, Solutions Architect
Over 20 years IT and Networking experience
On the support team at Hyperion Solutions in the early 2000’s working
as an Environmental Support Lead handling complex issues
Product Issues Manager for the Common Technology Group at Oracle
after acquisition
Worked closely with many dev teams (HFM, Planning, Essbase, FDM,
Workspace, Shared Services, Weblogic) to facilitate worldwide support
training for new releases, patches (PSEs/PSUs), and ensure overall
stability and functionality.
Joined the Accelatis team at the beginning of 2014 supporting all
customers currently running the platform.
At Datavail, works with the Sales and Marketing team to identify and
create solutions for new and existing customers
Presenter
5. www.datavail.com 5
1. Experience
Industry Specializations
Professional Services
Wholesale Distribution
Oracle Financial Services
Oil and Gas
Industrial Manufacturing
Oracle Accelerate for Midsize
Companies
Natural Resources
Aerospace and Defense
Chemicals
Financial Services
Life Science
Travel & Transportation
Enterprise Performance
Reporting Cloud Service (EPRCS)
Financial Close & Consolidation
Cloud Service (FCCS)
Oracle Essbase
Planning Budgeting Cloud Service
(E/PBCS)
Oracle Hyperion Data
Relationship Management
Oracle Hyperion
Financial Management
Oracle Hyperion
Planning
Product Specializations
10+ years
of delivering
100’s of
consultants
On-Prem &
Cloud Experience
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Today’s Agenda
How Is The Relationship Today?
Identify Negative Behavior
Improve Communication
Objective vs Subjective
Promote Strengths
Tools for a Stronger Bond
Just like two people who are in
a relationship, Finance and IT
need to be committed.
The focus of today is to show
strategies, scenarios, and
tools you can use so that
relationship can thrive.
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Exhibit A:
“I worked for weeks to get this system ready and I’m looking for help.”
Finance
IT
“I’m talking with you now. I’m totally helping.”
Finance
“Why don’t you look at the logs?”
IT
“The servers are running perfectly. CPU is fine; memory is fine.”
Finance
“Then why isn’t the application coming up?”
IT
“I don’t know. Shouldn’t you be able to tell?”
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Both partners
need to see the
relationship as
something
they need to
work on.
Understand the process as it involves both
sides
Mutual gathering of data to support what is
needed
Stop the blame game
Is the context surrounding the relationship
healthy?
What needs to be altered on both sides for
happiness?
Look at past interactions
11. www.datavail.com 11
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
Uptime
Monitoring
Root Cause
Analysis
Audit &
Compliance
Tracking
Optimization
& Tuning
Load Testing
Intelligent
Health Checks
24x7 Incident
Response
Environment
Replication
Management
Dashboards
Report
Development
Regression
Testing
Backup
Retention
Enhancements
Datavail Couples Therapy Bingo Card
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
13. www.datavail.com 13
Exhibit B:
“The latency is terrible – I’m seeing jumbo packets all over the place.”
IT
Finance
“Blah blah blah….is the problem being fixed??”
IT
“That’s what I’m trying to explain to you, but you aren’t listening.”
Finance
“Maybe you should learn how to articulate better.”
IT
“Don’t you know the OSI Model?”
Finance
“That’s YOUR job, not mine!”
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Change the
way you
behave around
each other
Focus on positives
Mutual respect
Ask questions if things are not clear
Improve your interactions
What information is available and needed?
Are there reasons why data is not
available to you?
Who is responsible for those policies and
procedures?
Know what is possible
15. www.datavail.com 15
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
Uptime
Monitoring
Root Cause
Analysis
Audit &
Compliance
Tracking
Optimization
& Tuning
Load Testing
Intelligent
Health Checks
24x7 Incident
Response
Environment
Replication
Management
Dashboards
Report
Development
Regression
Testing
Backup
Retention
Enhancements
Datavail Couples Therapy Bingo Card
Root Cause
Analysis
Uptime
Monitoring
Management
Dashboards
Business
Process
Monitoring
Intelligent
Health Checks
Enhancements
Report
Development
17. www.datavail.com 17
Exhibit C:
“My hierarchy is totally wrong. How could this have happened again??”
Finance
IT
“The jobs from last night we all successful. We haven’t had a failed
job in over a month!”
Finance
“How can you not know that this is the same structure from before?”
IT
“You probably staged the wrong file last night.”
Finance
“I’d check myself, but you won’t let me on the server to see it.”
IT
“And you wonder why…?”
18. www.datavail.com 18
Express
your
feelings
without
growing
apart
Needs on both sides are different, be fair and honest
It takes time to understand the effort and see the
result
Be able to speak the same language
Don’t be afraid to express your needs
If no one is responsible, work as a team to decide
If information is not possible to get, understand what
IS available and how to use it on both sides
Work on bridging the gaps
19. www.datavail.com 19
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
Uptime
Monitoring
Root Cause
Analysis
Audit &
Compliance
Tracking
Optimization
& Tuning
Load Testing
Intelligent
Health Checks
24x7 Incident
Response
Environment
Replication
Management
Dashboards
Report
Development
Regression
Testing
Backup
Retention
Enhancements
Datavail Couples Therapy Bingo Card
Audit &
Compliance
Tracking
Load
Testing
Environment
Replication
Enhancements
Business
Process
Monitoring
21. www.datavail.com 21
Exhibit D:
“I keep asking you to reload the data, but you haven’t done it.”
Finance
IT
“You asked me that 7 ½ minutes ago.”
Finance
“This is a sev 1 ticket. What else could you be doing right now?”
IT
“You know, easy mac takes at least 5 minutes ….and that’s if no
one else is using the microwave.”
Finance
“This is why we can’t rely on IT…even at year end close…”
IT
“Sounds like someone is hangry.”
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Say what
you feel,
but stick to
the facts
Express feelings without accusation
Support with data
Real facts and statistics matter
Objective vs subjective
Listen to both sides and be aware that different views
can be correct depending on the perspective
The collection of facts will tell the story without the
need to criticize how it’s gathered
Who’s facts are right?
23. www.datavail.com 23
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
Uptime
Monitoring
Root Cause
Analysis
Audit &
Compliance
Tracking
Optimization
& Tuning
Load Testing
Intelligent
Health Checks
24x7 Incident
Response
Environment
Replication
Management
Dashboards
Report
Development
Regression
Testing
Backup
Retention
Enhancements
Datavail Couples Therapy Bingo Card
Performance
Monitoring
Uptime
Monitoring
Management
Dashboards
Calculation
Trending
Audit &
Compliance
Tracking
Log Analysis &
Management
User
Experience
Monitoring
Backup
Retention
Environment
Replication
End User
& IT Support
Report
Development
25. www.datavail.com 25
Exhibit E:
“As much of a nag as your team is, that Oracle software you all use is really
complex. I give you credit for using it every day.”
IT
Finance
“And I know it gets cold in that datacenter, which is probably why you are cranky all
the time. If you knew the software better, it might be easier for you to troubleshoot.”
IT
“Yeah, I know. And if you knew the hardware and network on the back
end, it might make more sense when things are sluggish.”
Finance
“That’s fair – we should try to work better when it gets stressful. We used
to work really well together before all the acquisitions.”
IT
“We should start fresh.”
Finance
“I think this is the beginning of a beautiful friendship…”
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Focus on
strengths,
not
weaknesses
Easy to lose sight of when things were always good
Do things that will please the other
Focus on strengths
Very troubled relationships are difficult but not
impossible to fix
Always work to build and improve the relationship
With time comes improvement
27. www.datavail.com 27
Performance
Monitoring
Calculation
Trending
Log Analysis &
Management
User Experience
Monitoring
Functional
Administration
End User
& IT Support
Business
Process
Monitoring
Uptime
Monitoring
Root Cause
Analysis
Audit &
Compliance
Tracking
Optimization
& Tuning
Load Testing
Intelligent
Health Checks
24x7 Incident
Response
Environment
Replication
Management
Dashboards
Report
Development
Regression
Testing
Backup
Retention
Enhancements
Datavail Couples Therapy Bingo Card
User Experience
Monitoring
Regression
Testing
Optimization
& Tuning
24x7 Incident
Response
EnhancementsEnd User
& IT Support
Report
Development
28. www.datavail.com 28
Accelatis
APM
Platform
Backup
Retention
Environment
Replication
Business
Process
Monitoring
Functional
Administration
Optimization
& Tuning
End User &
IT Support
24x7
Incident
Response
Report
Development
Enhancements
Performance
Monitoring
Load Testing
Root Cause Analysis
Regression
Testing
Intelligent
Health Checks
Audit &
Compliance
Tracking
Calculation
Trending
Uptime
Monitoring
Log Analysis &
Management
Management
Dashboards
User Experience
Monitoring
Monitors 3,000 telemetry
attributes
Reduces labor by up to 50%
Automation reduces human
error
Delivers more
comprehensive service
Best in class made
affordable; no need to
compromise
29. www.datavail.com 29
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and Planned)
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