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CFO ERP Considerations: Cloud, On-Premise, and Beyond - Emtec, Inc.

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Emtec Finance and Technology Summit Presentation with Marshall Sied, Emtec and Charlie Govern, Oracle

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CFO ERP Considerations: Cloud, On-Premise, and Beyond - Emtec, Inc.

  1. 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. CFO ERP Considerations: The Cloud, On-Premise and Beyond
  2. 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Agenda 2 Introductions Top CFO Concerns Business Challenges with the Cloud The Modern Cloud Oracle Roadmap & Options
  3. 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. CFO Concerns
  4. 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Financial Digital Transformation: Another Fad? “The methodology in which organizations transform and create new business models and culture with digital technologies.” -Constellation Research , 2014 52% of Fortune 500 companies have gone bankrupt, been acquired, or cease to exist 4
  5. 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. How has this shaped our finance priorities? 5
  6. 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. What should a CFO really care about? 1. Driving Growth 2. Managing Risks 3. Reducing Costs CFOs must decide where and how to invest for profitable growth CFOs must strike a balance between control & efficiency CFOs must keep costs down while still powering business growth 6
  7. 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Source: “The CFO's TechnologyImperatives for 2014,"FERF Issue Alert, 2014. 42% 36% 41% 17% 38% 19% 31% 11% 28% 10% 18% 12% 47% 21% 45% 17% Travel expense management Financial reporting Budgeting and planning Reconciliations Board books SEC and XBRL filings Integrated financial management Management reporting 2014 2013 CFOs Moving Financial Applications to the Cloud 7
  8. 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. When should I seriously consider ERP Cloud? 8 • Business unit consolidation • Acquisition • Divestiture/spin off • Preparation for IPO • Business transformation mandate (e.g., increase working capital) • Moved to back-office shared service model Business Events IT Events • Losing support on an old version • Alternative to costly upgrade • Reduce maintenance on highly customized applications • Systems consolidation (e.g., HCM, expenses, procurement, projects) • Data center consolidation and support cost reduction • Avoid new IT infrastructure costs A business or IT event that leads to foundational or strategic ERP decisions should trigger a serious assessment of ERP Cloud and its value potential
  9. 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Growing Midsize Businesses Leapfrog into Enterprise ERP Organizations Optimize Two-Tier ERP Strategy with cloud Organizations Choose Cloud over Upgrades to On- Premises How are Customers Adopting Oracle ERP Cloud? 9 Subsidiary Subsidiary Oracle CloudOracle Cloud
  10. 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Challenges with the Cloud
  11. 11. Copyright © 2014 Oracle and/or its affiliates.All rights reserved. 11 The World has Changed Internet Devices Data Explosion Mobility Consumer Experience Devices in 2012 50 Billion Devices in 2020 90% Data Created Last 2 Years 50x Growth by 2020 26% Post Negative Comments 86% Stop Doing Business 94% Will Pay More For Great Experience 6B Mobile Subscribers 87% of World’s Population 78% CAGR in Mobile Data #modernbusiness #moderncloud 9Billion
  12. 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Business Challenges #modernbusiness #moderncloud On a shared cloud, every business has the SAME processes, upgrades and results 12
  13. 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 13 Business Challenges DEPARTMENTAL systems disrupt information flows, disconnect processes, and interrupt customer interactions #modernbusiness #moderncloud “Please hold. That’s a different department.”
  14. 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 14 IT Challenges #modernbusiness #moderncloud While IT can never go back to a time of CONTROL, they still have to deliver reliable, secure, and compliant services
  15. 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. The Modern Cloud
  16. 16. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | The modern cloud is PERSONALIZED 16 Business Benefits Tailor applications to fit your business – branding, corporate, and local requirements Empower employees to configure their user experience, dashboards, reports, workflow, and data IT Benefits Enrich functionality with standard tools for building custom applications Update software on your terms and protect configuration changes Branding User Experience Analytics Workflows Data Fields
  17. 17. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Examples: Business Benefits: 17 Business Value of Tailoring Tailor dashboards1 Create unique dashboards that matter to you 2 Tailor data fields Place and validate data on the page 3 Tailor workflow processes Modify approval processes as needed 4 Tailor reports Create reports that drive your business decisions 5 Tailor social conversations Select conversations to be updated based on sales actions
  18. 18. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | The modern cloud is CONNECTED 18 Business Benefits Connect your entire business – data, processes, analytics, and people Provide employees with a unified user experience IT Benefits Integrate processes and data between cloud, on premise and 3rd party applications Easily import and export data as well as add or change service providers On Premise ORACLE CLOUD Custom3rd Party On Premise On Premise HCM Cloud ERP Cloud CX Cloud
  19. 19. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 19 CONNECTED #modernbusiness #moderncloud Service Marketing Commerce Talent Planning ERP HR Sales Financial Reporting Sales
  20. 20. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | The modern cloud is SECURE 20 Business Benefits Compliance with local data residency requirements Proven cloud provider known for viability, reliability, and expertise IT Benefits Application security with unified access controls Isolated data tenancy and security at multiple layers protects sensitive corporate data 19 Data Centers Worldwide Unified Access Controls Isolated Data Tenancy HCM CX ERP
  21. 21. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 21 Modern Cloud #modernbusiness #moderncloud 19 data centers with local data residency and compliance Where? Oracle-badged cloud security experts Who Data isolated and protected at every layer How Secure Oracle is proven in secure data management
  22. 22. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 22 Customer 2 Cloud Program Standards-Based Cloud Integrations Rapid Start-Up Services Transformational Incremental Financial Incentives
  23. 23. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 23 Modern Cloud #modernbusiness #moderncloud • Great functionality • Brilliant UX • Immediate value For the LOB • Interoperable portfolio • Cross-apps services • Highest delivery standards For the Enterprise
  24. 24. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Cloud Solutions that you can take advantage of Today! Oracle Co-Existence Offerings Existing ERP HR Recruiting FAH Accounting Hub Cloud Reporting Budgeting& Planning Procurement T&E Projec t Mgmt 24
  25. 25. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. One Size Does NOT fit all: Oracle Roadmap and Options
  26. 26. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Complete Solutions that are world class on their own and together. Complete Choice for our customers in how they deploy, upgrade and maintain them. The world is getting cloudy… 26
  27. 27. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Oracle Cloud. Modern Cloud. 27 “Bring Oracle’s world class Infrastructure, Technology, Business Applications, and Information Services to any customer anywhere in the World through the Oracle Cloud.”, Mark Hurd
  28. 28. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. The ‘Iceberg’ of Underlying IT Costs Benefit from Oracle Cloud Economies of Scale 28 Annual Support Upgrades IT Staffing Infrastructure Software Infrastructure Costs Annual TCO = 5X Annual Support Visible $100 $100 $250 $30 $20 ~$500* Annual Subscription IT Staff $125 $75 Cost Savings Annual TCO = 2X Current Support ON-PREMISE ORACLE CLOUD 3 Year Savings: 4X Current Support *Annual TCO Benchmarks One-Time Migration Costs $500 Underlyi ng Example:
  29. 29. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. More Than 62 Million Active Users/Day More Than 200 Countries 19 Global Data Centers #2 SaaS Provider in the World More Than 23 Billion Transactions/Day 15 Years Managing Enterprise Clouds 29 Oracle’s Cloud Business
  30. 30. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. • Create a portfolio of unmatched breadth and depth • By building, acquiring, and partnering • To deliver solutions that create business value in the short, medium, and long term • In the most critical enterprise application markets 30 SaaS PaaS IaaS Unique Strategy for Cloud Leadership The Modern, Complete Cloud Solution
  31. 31. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. MessagingStorage Compute Secure Identity Infrastructure as a Service (IaaS) 31
  32. 32. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Platform as a Service (PaaS) 32 IT Centric Line of Business Centric Database Java Developer Mobile Documents Social Network Business Intelligence Integration BPM Database Backup
  33. 33. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Human Capital Management Talent Management Sales and Marketing Customer Service and Support Financial Management Procurement, Sourcing, Inventory & SCM Project Portfolio Management Budgeting and Planning Social Services Platform Services Common Infrastructure Services Software as a Service (SaaS) The Next Generation of Application Software 33
  34. 34. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 34 Foundation Unified Business Intelligence Single Development and Integration Framework Best in Class PaaS Common Security and Identity Services ProcurementProject Accounting Financials Apps Marketplace SocialGlobal HR Workforce Rewards Workforce Management Talent Management BudgetingProject Management A Selection of SaaS Applications
  35. 35. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 35 Simple to get Proven. Nonintrusive. Limited impact on other LOBs. Fast time to value. Easy to own Low risk. Limited technology overhead. Financially compelling. A joy to use Brilliant functionality. Works as well as my teen’s apps. Stunning UX. The Core Tenets of our SaaS Products
  36. 36. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle is committed to your success 36 Executive Sponsorship Cloud Managers Oracle Support Financial Incentives Implementation Success Manager Oracle Account Team Customer Feedback Programs Rapid Start-Up Services Packaged Cloud Integrations
  37. 37. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Cloud • Oracle is the ENTERPRISE GRADE cloud company • Built from the ground up as MODERN CLOUD applications • Most COMPLETE set of cloud offerings • Vertical and horizontal INTEGRATION • Most SECURE and RELIABLE cloud platform on the planet • Massive MOMENTUM in the marketplace • RESOURCES to ensure customer success 37
  38. 38. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Oracle Product Roadmap
  39. 39. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. ERP Cloud: Current Release and Roadmap Financials Cloud Financial Management • Budgetary Control & Encumbrance Accounting • ISO20022 & SEPA Support • Bills Receivable • Features for Canada, China, France, Germany, Italy, Netherlands, Singapore, Spain, UK & the European Union • Subledger Accounting Enhancements • Supplier & Customer Payment Processing across Business Units • Manual Tax Entry • Asset Revaluations • Recurring Supplier Invoices • Big Machines CPQ Integration Travel & Expense Management • Mobile Expenses for Android • Travel Integration with GetThere Revenue Management & Collections • Collections Management Enhancements • Revenue Management Reporting Accounting Hub • Cloud Reporting for EBS • Financial Reporting on tablet Financial Management • Function Security Simplification • OTBI Improvements • Customer Enhancements Financial Management • Enhanced User Experience • Account Aliases • Multi-period Accounting • Bill Management • Cash Positioning & Forecasting • Features for Brazil, France, Italy, Japan, Poland, Russia, & Turkey • Support for Internal Material Transfers, Drop Shipments & Landed Cost Travel & Expense Management • Per Diem Expenses • Contingent Worker Support Revenue Management & Collections • Support for New Revenue Recognition Standards • Integration with EBS & Fusion Accounting Hub • Integration with Oracle Banking Platform • Custom Accounting Calculations Release 9 Current Release +1 Current Release +2 Financial Management • Expand Industry Coverage • Features for Brazil, Poland, Russia & Turkey • AP/AR Netting • Credit Management • Treasury Services Accounting Hub • Cloud Accounting Hub Future Directions Post 12 month planning cycle 39
  40. 40. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. ERP Cloud: Current Release and Roadmap Procurement Cloud Procurement Management • Budgetary Control and Encumbrance Accounting • Local Punchout Search • Configurable Buyer Assignment • Configurable Document Numbering • Supplier Consigned Inventory • SCM Financial Orchestration Strategic Sourcing • Surrogate Bidding • Two Stage Bidding • Online Discussions • Negotiation and Award Approvals • Notification Subscription Contract Management • OTBI for Procurement Contracts Supplier Management • Supplier Qualification Management • Dup Prevention and Location Sharing • Registration Improvements • Geographic Address Validation • Supplier Import Enhancements Supplier Social Networking Customer Enhancements Procurement Management • Manufacturing • Drop Ship/Back to Back Orders • Configurable Goods • Procurement Category Hierarchy in BI, TAB and Approvals Strategic Sourcing • Projects Integration • Alternate Bids Supplier Management • Supplier Qualification Management Enhancements Enhanced Usability Release 9 Current Release +1 Current Release +2 Procurement Management • Master Contracts • Electronic Signature Integration • Internal Material Requests • Acknowledgement Enhancements • Document Change Management Enhancements • Transportation Integration Strategic Sourcing • Abstracts • Program Management • Workload Management Supplier Management • Supplier Qualification Management Enhancements Enhanced Usability Future Directions Post 12 month planning cycle 40
  41. 41. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Oracle Applications: Current Release and Roadmap Project Portfolio Management Cloud Project Financial Management • Budgetary Control • Mobile time entry • Oracle Social Network integration • Grants Management • Pricing Web Service Project Execution Management • Enterprise Project Hierarchy • Milestone Planning • Task Templates • Team Member Mobile • Multiple Resource Assignment Updates • Search and Replace Planning Resources • CRM Opportunity Integration • Project Management Integration with PLM • Enhanced Services for Project Planning & Resource Management co- existence with EBS Analytics • Task Assignment Analytics • Award Funding Subject Area for OTBI • Dashboards for Project Financial and Execution Management • Enhanced OTBI Subject Areas Project Execution Management • Enhanced Resume support • Enhanced Team Member Mobile • Services for Project and non-Project Calendar Events Analytics • Smartview support for Project Performance Reporting Essbase cube • Capital Assets Subject Area • Project Resources Subject Area for OTBI • Project Deliverables Subject Area for OTBI • Task Management Subject Area for OTBI Project Financial Management • Enhanced User Experience • Rapid Implementation & Simplified Setup • Encumbrance Accounting Support • Integration with revenue management; VSOE support • Integrated Self Assessed Tax with Payables • Tax Point Support Project Execution Management • Enhanced User Experience • Soft-Booking or Resource Reservations • Resource Pool Membership Dates • Absence Management Integration • Project Manager resource assignment without Request • Open Interface and Service for Project Resource Assignments • Procurement Sourcing Integration • Pre-built integration for EBS coexistence Project Control • Integration with Primavera P6 Analytics • Enhanced OTBI Reporting Release 9 Current Release +1 Current Release +2 Project Financial Management • Support for advances/prepayments • File based data upload of contracts, contract lines, bill and revenue plans • Award Deliverables • Multi-funding Support • Effort Certification • Integration with Payroll for actual labor costs • Enhanced period end close process Project Execution Management • Project Plan Versioning • Propose multiple resources for an assignment • Project Performance Evaluation Project Control • Risk Management Portfolio Management • Top Down Portfolio Management • Proposal Management Analytics • Resource Scenario Planning • Executive Dashboard for OTBI • Enhanced OTBI Reporting Future Directions Post 12 month planning cycle 41
  42. 42. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. 73% YEARS 47serving clients OUR COMPANY 500dedicated associates 17 over years BEST PLACES TO WORK 2012 TECHNOLOGY EMPOWERED BUSINESS SOLUTIONS “right size provider” “client for life” India Pune Bangalore USA IL, PA, NJ, GA, VA, MN, FL Canada Toronto Ottawa GLOBAL DELIVERY OUR SERVICES 87% 14 prior tier 1 consultancies avg. years experience fulltime employees OUR PEOPLE 25+ OTHER PARTNERS - onshore - offshore - nearshore - blended managed services Advisory Applications Cloud Analytics Infrastructure strategy governance process ERP, HCM, CRM, app. development, mobile solutions applications infrastructure enterprise reporting, predictive analytics, big data service management enterprise infrastructure end user computing Business and Technology Empowered
  43. 43. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. An Exciting Year For Emtec… And Or Clients! Vertical Focus • Strategy • Enterprise Solutioning • Management Consulting • Line of Business Expertise Advisory Services Expansion Services GEO Vertical SMAC
  44. 44. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec Services Align Well with each stakeholder community ENTERPRISE SUITE SALES & MARKETING  360 degree view of the customer  Sales force automation  Customer Service  Marketing Automation  Customer and Product Data Management  BI / Analytics HCM  Workforce Planning  HR Analytics  Talent Management  Employee Self-Service  Performance Management  Total Compensation CFO FINANCE  Budget & Planning  Financial Close Mgmt  Procure to Pay  SEC Reporting  Financial Analytics  Cash Management OPERATIONS  Forecasting  Operational Analytics  ERP  Project Costing TECHNOLOGY  Advisory Services  Application Development & Maintenance services  Business Intelligence & Big Data  Cloud Strategy and Implementation  Independent Verification & Validation  Infrastructure Services  Managed Services  IT Service Management  Procurement Services  Business Strategy  Managed Services & Outsourcing  Advisory Services  Analytics  Governance POWER The of Emtec
  45. 45. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com

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