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EPM, ERP, Cloud, and On-Premise: All Integration Options Explained

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Cloud & Hybrid Integration Overview; EPM Integration Solutions; Cloud to EPM; HCM Cloud to EPM; NetSuite to EPM Cloud

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EPM, ERP, Cloud, and On-Premise: All Integration Options Explained

  1. 1. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | EPM, ERP, Cloud, and On-Premise All Integration Options Explained (CON6754) Kumaresh Sankar Senior Director, Oracle EPM Product Development James Clark Group Manager of FP&A, Sims Metal Management Limited October 2, 2017 Confidential – Oracle Internal
  2. 2. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Confidential – Oracle Internal 3
  3. 3. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Integration Overview Cloud Integration Hybrid Integration Customer Story – Sims Metal Management Q&A 1 2 3 4 5 Confidential – Oracle Internal 4
  4. 4. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 5 Integration Overview
  5. 5. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 6 Cloud and Hybrid Integration Overview Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart EPM Cloud As customers incrementally migrate to the cloud, integration between on-premise, EPM Cloud and other branded cloud services becomes critical Oracle and Non-Oracle Cloud
  6. 6. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | FDMEE for On-Premise & Hybrid • Open Source - File, Open Interface, Universal data Adpater • Packaged Integration – EBS, Peoplesoft, JDE, SAP • Integration with Oracle Cloud • Extensible and Customizable Data Management for the Cloud • Open Source - File • Packaged Integration – Oracle Cloud ERP, HCM, NetSuite • Integration between Oracle EPM Cloud Services Confidential – Oracle Internal 7 EPM Integration Solutions
  7. 7. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 8 EPM Cloud Integration Use Cases
  8. 8. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Specific format for each EPM cloud service • Import/Export Data and Metadata • Execute manually, schedule with UI or EPMAutomate/REST • Drill-through not supported Generate Data in Pre-defined format from Source Provided by each EPM Cloud Service
  9. 9. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Any format • Delimited, fixed width, multi-column, text, etc. • Map data to transform from source • Robust features provided to manage the data loading workflow process • Drill-through to source possible if HTTP:// landing page available • Use log files available from Process Details to investigate issues Generate data in Source format Transform and load from any source use Data Management
  10. 10. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Includes GL Balances and Budgetary Control • Write back as Standard Budget or Control Budget • Drill-through automatically configured • Oracle GL Cloud also available in Hybrid mode with FDMEE • User/Password and WSDL for connection setup Oracle GL Cloud to EPM Pre-built Integration
  11. 11. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Predefined content for EPBCS – Workforce Planning • Standard HCM Extract • Pre-built mapping in Data Management • Data only – user responsible for metadata • Supports WFP and SWFP • Customize pre-built integration if needed • Framework for custom user defined HCM extracts Oracle HCM Cloud to EPM Pre-built Integration
  12. 12. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Netsuite “Saved Search” available as integration source • Any saved search - GL, AR, AP, etc. • Production and sandbox environments • Drill Through Supported • Available now • Netsuite early adopter approval required Oracle Netsuite to EPM Cloud Pre-built Integration
  13. 13. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Synch data between EPM Cloud service instances • Supported sources – PBCS, EPBCS, FCCS, PCMCS, TRCS • Setup consistent with loading from a file • Pick source, target, mapping, data load rule • Drill available to Data Management • Direct page links for PBCS and EPBCS • Form or Dashboard with POV Integrate data between EPM Cloud Services Using Data Management
  14. 14. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Command line access for EPM Cloud applications • Available for Windows and Linux • Easily schedule .bat or .sh files • Integrate with other scripts for end-to-end processes • See documentation for full list of commands Automate integration using EPM Automate Standalone Utility installed in on-premise
  15. 15. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Data Management and EPM Cloud Services Release Highlights – October 2017 Oracle Confidential Data Management Included? On-Prem to Cloud Hybrid Support? Export from cloud or source for pod to pod? Load Text and Multi -Col Load Journals Integrate with Fusion GL Cloud PBCS Yes Yes Yes Yes NA Yes EPBCS Yes Yes Yes Yes NA Yes FCCS Yes Yes Yes Yes Yes Yes ARCS Yes TBD TBD NA NA Yes PCMCS Yes Yes Yes Yes NA Yes TRCS (Tax) Yes TBD Yes Yes TBD Yes
  16. 16. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Hybrid Integration Confidential – Oracle Internal 17
  17. 17. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Hybrid Implementation Support • Financial Data Quality Management, Enterprise Edition (FDMEE) – Recommended approach for Hybrid Integration • Easily integrate cloud and on- premise applications • Virtually any source or target • Lift and shift your on-premise Planning apps to the cloud Oracle Confidential
  18. 18. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | • Register EPM Cloud application in FDMEE • Looks and acts like on-prem application • Drill-through from cloud natively supported • 2-Way integration for PBCS, EPBCS and FCCS • Extract from TRCS, ARCS and journals from FCCS on roadmap • Use scripting to extend to other services as needed • Important tool to facilitate incremental move to cloud On-Premise to EPM Cloud Using On-Premise FDMEE
  19. 19. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Roadmap Confidential – Oracle Internal 20
  20. 20. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Recent Highlights R&D Underway Looking Forward For Event Use Only. The above is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.  Data Management • Included in all services except EPRCS  Text, Smartlist, Date support  GL Cloud Integration • Data, Drill, Writeback • Budget and budgetary writeback only  Netsuite • Saved search and drill  HCM Cloud  Cloud Features Backported • Available in 11.1.2.4.210  Full Hybrid Support • Including GL Cloud  Convert to Simplified UI  Metadata from a file  HCM Cloud Metadata  On-Premise release 11.1.2.4.220  Additional Integrations • Sales Cloud • Projects Cloud • Integration Cloud Service • Database Cloud Service • Integration with EDMCS  Journal Extract from FCCS  “Actuals” write-back to Oracle GL Cloud  Export non numeric data  Scripting  Direct load – no map, no drill Oracle EPM: Data Management 06/2017 Copyright © 2017 Oracle and/or its affiliates. All rights reserved
  21. 21. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Sims Metal Management Limited Hybrid Approach to Integration – On-Prem Consolidation and Cloud EPBCS October 2, 2017
  22. 22. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 23 IntroductionsJim Clark - Group Manager of FP&A, Sims Metal Management Limited 7+ years at Sims in a variety of accounting & finance functions Experience with HFM/FDM for consolidations and reporting Project lead for global implementation of ePBCS Sims Metal Management Limited World’s leading publicly listed Metal Recycler (SMM) World’s leading Electronics Recycler (SRS) Municipal Curbside Recycling (SMR) Operations on 5 Continents
  23. 23. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 24 Sims ePBCS TransitionManufacturing organization Source Systems Multiple instances of 4 GL systems Flat Files EPM Current State FDM Classic On Prem – Hyperion Financial Management (HFM) EPM Future State On-Prem FDMEE 11.1.2.4.210 On-Prem HFM 11.1.2.4 Enterprise Planning and Budgeting Cloud Services(EPBCS) Reconciliation Application
  24. 24. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 25 Integration Design GL 1 GL 2 GL 3 GL 4
  25. 25. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 26 Application RegistrationTarget Applications in FDMEE On-Premise - HFM Consolidation Application Cloud - Enterprise Planning and Budgeting Cloud Services Target App Type – Cloud Enter Connection Details
  26. 26. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 27 Inbound Integrations Multiple Source GL systems 4 GL systems Flat Files Source Integrations Open Interface Adapter Open interface adapter is essentially a generic staging table in the FDMEE repository you can push or pull data to using any technology you like. Universal Data Adapters Register any database table or database view as a data source in FDMEE.
  27. 27. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 28 Inbound Integrations EPBCS Data Same 5 sources for Actuals Another feed of Inventory data Data for EPBCS at different level Make use of Attribute Dimension Leverage data in FDMEE staging tables
  28. 28. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 29 Open Interface Adapter Allows execution of SQL against any relational data repository
  29. 29. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 30 Metadata Build Locations and Import Formats FDM Classic: 46 Locations, 46 Import Formats, 46 Import Scripts FDMEE: 46 Locations, 9 Import Formats, 0 Import Scripts Different SQL code for different entities Deployed a flexible framework for execution of scripts Custom class scripts for corresponding source system called Function executed for the entity for which data load was executed based on location name BefImport Event script SQL code executed for called entity and data imported in FDMEE
  30. 30. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 31 Data Load Mappings/Transformations Reviewed old mappings Found patterns in the maps 1000’s of Explicit maps converted to LIKE maps Manipulation of Segment values in Import Scripts varValues in FDM Classic converted to Multi-dimension Maps Maps based on Target Values Opportunity for making maps efficient Improves Performance in Data Loads Less Maintenance More Finance users driven
  31. 31. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 32 Data Load Mappings/Transformations EXPLICITS maps with a pattern converted to LIKE Map using wildcard
  32. 32. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 33 Data Load Mappings/Transformations If/Else conditions in Import Script converted into A Multidimensional map in FDMEE
  33. 33. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 34 Data Load Mappings/Transformations SQL Mapping based on the TARGET values
  34. 34. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 35 Data Synchronization – Hybrid Support Requirement Move Budget and Forecast data into HFM application from EPBCS Move Stats data into EPBCS from HFM Build Import Format Select Source & Target EPM Application Create Location Build Data Load Rule Select Source Plan Type Define source Filters in the web interface
  35. 35. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 36 • Challenges – Data Validation – The process of comparing 2 (or more) sets of numbers to identify discrepancies in order to ensure accuracy and data quality • When Should Data Validation Be Performed? – System Upgrades – System Changes • Redesigns • Hierarchies – Application Migrations – New System Implementations – Intersystem Reconciliations • HFMEssbase Data Reconciliation Approach - When?
  36. 36. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 37 • Traditional way of Validating data – Printed reports – Access database – Excel workbooks • Challenges – Lacks Granularity – Inefficient • Manual end user execution • Application performance – Lacks auditability and version control • When was the process run • When were formulas changed Data Reconciliation Approach – Why ?
  37. 37. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 38 • Bring data into a common interface (Import) • Align data between the different sources (Map) • Check variances (Report) Data Reconciliation – How?
  38. 38. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 39 Questions and Answers
  39. 39. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Confidential – Oracle Internal 40

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