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The Bill for IT: IT Service Costing, Showback, & Chargebacks with PCMCS

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Oracle IT Financial Management (ITFM): IT Chargebacks & Bill of IT; IT Planning & Analysis; Data Management & Automation

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The Bill for IT: IT Service Costing, Showback, & Chargebacks with PCMCS

  1. 1. The Bill for IT: IT Service Costing, Showback & Chargebacks with Profitability & Cost Management Cloud Service (PCMCS) Bart Stoehr – Edgewater Ranzal Getting to the Answers for Improved Business Performance FocusedOraclePlatinumCloudPartner Oracle Cloud Solution Provider – EPM, BI and BD Technologies
  2. 2. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Session Agenda • Introduction to Oracle ITFM • Why is ITFM Important? • ITFM Solution Components • Your ITFM Project Ignited • Q&A 2
  3. 3. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Leading IP Program @Edgewater Ranzal Bart Stoehr • Intellectual Property (IP) Program Director • Responsible for marketing, sales & delivery enablement of methodologies, domain starter kits & accelerators • 28+ years EPM & BI experience with Oracle & others • 1 Year – Launch Edgewater Ranzal IP Program • 5 Years – Oracle HPCM/PCMCS Product Development • 5 Years – Oracle CPM & BI Product Development • 13 Years – Oracle Financial Services EPM Product Development • 5 Years – Financial Services Practitioner • Expertise Across Multiple Domains • Deep Financial Services Expertise • Multi-Product EPM & BI Solutions 3 How about You? • Football Fans? • Job Roles & ITFM Experience? • FP&A • IT Finance • IT Operations • Size of IT Spend? • Why this session? • Pain Points • Educational
  4. 4. Business Analytics Solutions Provider: EPM, BI, and BD Technologies 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
  5. 5. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Edgewater Ranzal History with Profitability & Cost Management Solutions 5
  6. 6. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Our Partner: Thavron Solutions ITFM and Service Portfolio Management Experts 6 Thavron Solutions is a consulting firm that specializes in ITFM transformation that helps bridge the gap between IT and the Business. We have decades of practitioner experience in helping fortune 500 companies as well as mid-size corporations in their effort to improve IT value and business alignment. Successful Implementation Maturity and Readiness Report and Dashboard Design Business Service Definition We help client engagement teams use leading practices in order to ensure a successful engagement, and future growth.
  7. 7. Business Analytics Solutions Provider: EPM, BI, and BD Technologies The Dual Role of the CIO Spend: IT to Sustain “Run the Business” Invest: IT as Strategic “Grow & Transform the Business” 7
  8. 8. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 8Business Analytics Solutions Provider: EPM, BI, and BD Technologies IT Chargebacks & Bill of IT Data Management & Automation IT Planning & Analysis Transparency to IT Service Charges Align IT Projects with Strategic Priorities IT Spend Analysis: Run vs. Grow vs. Transform ITFM helps IT build credibility with the Business Align IT to Run and Grow the Business Oracle IT Financial Management (ITFM) 8 Slide courtesy of Oracle
  9. 9. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Session Agenda • Introduction to Oracle ITFM • Why is ITFM Important? • ITFM Solution Components • Your ITFM Project Ignited • Q&A 9
  10. 10. Business Analytics Solutions Provider: EPM, BI, and BD Technologies C-Suite Perspective: Connecting the Value of IT to the Business CFO CIO $ $ $ $ $ $$ 10 “With the business units in control of the IT budget… the CIO should expect to hear an increasingly common question from the business to IT: ’For the check I wrote you, what value did we achieve?’” – CIO.com, Modernizing IT: How to thrive as a CIO ‘value broker’
  11. 11. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Information Technology Financial Management (ITFM) focuses on these business processes: IT Planning – budgeting & forecasting of IT Operating & Capital Spend IT Costing – linking supply side financial cost structures with demand side consumption for services & projects IT Chargebacks – equitably charging lines of business for internal services & projects performed (or Showback) IT Finance Organizations typically manage these processes through a series of multiple systems and offline spreadsheets. This creates pain via the efficiency (e.g. the time it takes) of the process, and the effectiveness (e.g. what is produced) of the results. To improve efficiency and effectiveness, ITFM Solutions are needed. With an ITFM solution, customers are able to: Reduce the time that IT Finance spends on managing the business processes, providing more time for value added analytical activities Provide IT Managers with more detailed, timely, accurate data to better understand the cost & effectiveness of the services & projects they are delivering. Provide Line-of-Business managers with cost transparency into IT allocations & chargebacks, which allows them to better align their consumption of services with their business goals IT Financial Management (ITFM) The Language of Value 11
  12. 12. Business Analytics Solutions Provider: EPM, BI, and BD Technologies “You Should Run IT Like a Business…” 12
  13. 13. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Wherever they sit in the organization, the CIO is responsible for keeping IT functional and cost effective. 13
  14. 14. Business Analytics Solutions Provider: EPM, BI, and BD Technologies The Benefits Bubble Through the Organization Cost Transparency R2GT M&A App Rat Cloud WhatIf Model 14
  15. 15. Business Analytics Solutions Provider: EPM, BI, and BD Technologies CIO Explains the business investments in IT and value delivered. VP Infrastructure Explains how infrastructure is used to support Apps or Business Services … wants to explore “what if” modeling to make technology decisions. VP Applications Needs to understand Application TCO for App Rationalization/Cost Optimization including App unit cost trends. . IT Finance Manager Needs to have Cost Transparency internal to IT … able to have consumption based models for Business Show Back /Charge Back. . 15 Who Cares Most?
  16. 16. Business Analytics Solutions Provider: EPM, BI, and BD Technologies What’s the Bottom Line? • For organizations who have not yet started the journey, doing so can drive bottom line financial impact and operational improvement (~10%). • For those who already have a base model, pushing towards maturity can increase impact by as much as 2x. • Provides a Service Model to change the internal IT culture and discussion as well as External (with the business). • Value Aligned for best Bottom Line impact- allows the CIO to bring value to the table. 16
  17. 17. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Session Agenda • Introduction to Oracle ITFM • Why is ITFM Important? • ITFM Solution Components • Your ITFM Project Ignited • Q&A 17
  18. 18. Business Analytics Solutions Provider: EPM, BI, and BD Technologies IT Demand Plan Run/Build (Project) IT Costing & Chargebacks Oracle IT Financial Management (ITFM) Solution * IT Supply Plan Labor/Equip (Resource) Service Catalogue (Run) Project Portfolio Mgmt (Build) IT Management IT FinanceLine of Business Management Operational Systems Line of Business Chargeback Reports IT Performance Management Reports Shared Master Data & Governance General Ledger SubLedgers AP, FA, PR, PO Financial Systems Cost Centers & AccountsConsumers & Services Projects & Resources Oracle IT Financial Management Solution Architecture Enterprise Planning + Profitability & Cost Management Cloud Configuration DB (Resources) Projects Oracle ERP Oracle Projects Oracle PPM DRM or EDMCS EPBCS PCMCS + ITFM Templates FDMEE or Data Mgmt FDMEE or Data Mgmt 18 * An Enterprise class EPM/CPM system pre-configured and fine-tuned to handle the IT-specific logic needed to provide accurate information about IT-related projects and services and resource consumption.
  19. 19. Business Analytics Solutions Provider: EPM, BI, and BD Technologies • IT Target Setting • BAU Targets Aligned with Revenue • Initiatives Linked to Strategic Planning • IT Resource Planning • Employees & Contractors • Equipment & Software • Integrates with HR & Fixed Assets Systems • IT Project Financial Planning & Forecasting • Budgeting & ROI for new Programs & Projects • Forecasting for Indirect & Capital Projects • Integrates with PPM solutions • Monitoring & Analysis • Self-Service Reports & Ad Hoc Analysis • Provide transparency between the CIO & CFO Spotlight on IT Planning & Forecasting Improve Forecast Accuracy & Control IT Target Setting IT Resource Plan & Forecast IT Project Plan & Forecast Monitoring & Analysis 19
  20. 20. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Enterprise Planning & Budgeting Cloud The Engine Behind IT Planning & Forecasting Planning modules with best practice content for rapid deployment & auto-upgrade Configuration Wizards for Functional administration Easy-to-use Mobile, Web & Office User Interfaces WORKFORCE PROJECTSFINANCIALS CAPEX 20
  21. 21. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Spotlight on IT Service Costing & Chargebacks Modeling IT Like a Service Business • Combine Data from Multiple Sources • General Ledger/Financial Planning • Projects Ledger/Project Planning • Optional - Time Entry Hours By Project • Optional - Vendor Detail from AP & GL • Perform Cost Center Allocations • Corporate Overhead & Services to IT • IT Overhead Allocations • Intra-IT Allocations/Tech Services • Perform Project Allocations • Investment Class (Run/Build) Split • Project OH Burdening • Capitalized Labor to Projects • Combine Data from Multiple Sources • Labor Financials from Payroll or WFP • Asset Financials from Fixed Assets • Operational IT Resource Tracking Data • Service/Application Consumption Metrics • Perform Resource Costing • Labor Costing By Class/Skill/Person • Asset Costing by Class/Type/Equipment • Perform Service Costing • Flexible phasing of costs from Cost Center, Project or Resource • Calculate Unit Cost Per Service • Service Catalogue & Bill Rates • Contribution Cost Trace • Consumer Showbacks • Consumer Allocations • Cost Per Supported User • Consumer Chargebacks • Intra/Inter Company Charges • Cost Recovery Variances Model Financials & Projects Complete Costing of IT Operations IT as a Business Service Provider 21
  22. 22. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Oracle Profitability & Cost Management Cloud The Engine Behind IT Service Costing & Chargebacks 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 ✓ No Large Initial Investment ✓ Accessible ✓ Always up to date Allocation Engine Embedded Intelligence Mobile Rule Transparency Integrations Dashboards & Work Areas 22
  23. 23. Business Analytics Solutions Provider: EPM, BI, and BD Technologies • 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 Profitability Cloud 23
  24. 24. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Program Agenda • Introduction to Oracle ITFM • Why is ITFM Important? • ITFM Solution Components • Your ITFM Project Ignited • Q&A 24
  25. 25. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 25
  26. 26. Business Analytics Solutions Provider: EPM, BI, and BD Technologies IT Transformation: Maturity-Value Curve IT Cost Management Internal Transparency External Transparency Demand Management Portfolio Optimization Value Maturity oImprove data quality at the source oLeverage assumptive data to fill in gaps oDetermine TCO of technology silos oCompare costs to industry peers oImprove vendor management oImprove data quality and completeness oDetermine TCO of IT Business Capabilities and Processes oAnalyze utilization rates to identify consolidation opportunities oLeverage cost benchmarks to reduce capability costs oBegin to balance cost with quality oImplement chargeback or show-back via Bill of IT oCommunicate cost, quality and value trade- offs (levers) oWork with business leaders to determine most cost-effective Business Capability and Application Portfolio oJustify or delay investments based on utilization and expected ROI of IT services oModel demand for products and capabilities based on forecast business change or as a reaction to changes oIntegrate accurate IT costing into business and product portfolio planning cycles oCost-effectively source IT (internally or externally) based on real-time business demand oMeasure and optimize investments as a strategic partner with the business in Run the Business (RtB), Grow the Business (GtB) and Transform the Business (TtB) initiatives oRestructure IT Capability portfolio to maximize business value based on changing business needs Value to IT (innovation) Business Value (growth) 26
  27. 27. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Account x Entity Account x Entity x Project Account x Entity x Project Account x Entity x Project x Vendor Account x Entity x Project x Vendor Service Resource (Cat) x Service Resource (Detail) x Service Consumer Consumer Consumer Consumer Consumer ITFM Flexible Maturity Model Phased Implementations Maximize Time-to-Value *Custom1 can also be included in any Financial View * Per PCM Point-of-View: Period, Fiscal Year, Scenario, Currency 27
  28. 28. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 28
  29. 29. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template Pre-built Application & Service Catalogue 29 • Services are attached with default drivers for allocation rules & reporting • Application or Service View can be modified to Application By Service utilizing Resource Dimension
  30. 30. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 30
  31. 31. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template Pre-built Dimensional Model 31 • Time: MTD, QTD, YTD, ITD • Scenario: Pre-built variance calculations • Currency: For Local, Reporting & Constant Currency Analysis • System Dimensions: Enables Transparency • Data Source: Recon & adjustments between GL & Project/Vendor/Resource in Sub-Ledgers • Account & Service: Prepopulated with content & calculations • Optional Dimensions: Allow for phased delivery and flexibility to adapt
  32. 32. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template Data Source Dimension for Transparency & Adjustments 32 PCMCS Allocations & Calculations Fin Plan GL Balances Project Fin Plan Wrkfrc Plan Capital Plan PPM Time Entry Config Mgmt DB IT Stats AP HCM Adj Projects Payroll Fixed Assets
  33. 33. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 33
  34. 34. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Assessment Philosophy Design First, then Assess for Capability • Design ideal model based on Stakeholder input • Pros: – Stakeholder buy in /ownership – Ideal solution from the start • Cons: – Data not capable of supporting model – Project “hangs” or collapses Assess first, Design to Capability • Understand current data status, design model to capability with specific maturity goals • Pros: – Design will succeed – Rapid transparency to data “imperfections” • Cons: – Resistance to evolving/maturing model 34
  35. 35. Business Analytics Solutions Provider: EPM, BI, and BD Technologies The Myth of Perfect Data Myth: You need perfectly clean and aligned data to get insight to service costing Fact: You need data that is “clean enough” to allow your model to function consistently to get insight to service costing 35
  36. 36. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Creating a Data Assessment Plan • Measuring gaps to the template - Identifying issues early! • Coordinate with Source System owners/SMEs • Extracts in raw format for assessment • Careful measurement of stability and completeness • Calculation of maturity and readiness
  37. 37. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template Data Management Approaches for Hybrid Deployments 37 • Native Load • Formatted Text Document • No Load Rule Required • Loads are initiated in PCM GUI • Data Management (e.g. FDMEE “Light” in the Cloud) • Provides data mapping • Provides scheduling • Provides Drill • Import/Export functionality • Hybrid • Utilizes on premise FDMEE 11.1.2.4+ to integrate with the cloud • Allows integration between GL and on cloud applications* • Provides Drill • Import/Export functionality PCMCS PCMCS PCMCS
  38. 38. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 38
  39. 39. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Typical Client Journey Design/ Fit-Gap Data Load & Modeling Initial Reporting Prioritize data gaps Data clean up Consumable Reports Roadmap Items You are Here 39
  40. 40. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template Prescriptive Starter Set of Allocation Rules 40 Finance Allocs * Corp Ovhd Allocs * IT Ovhd Allocs * Intra-IT Allocs Project Allocs * Project OH Burdening * SOP-98 Opex to Capex * Run/Build Split Resource Costing * Vendor/Resource Costing * Configuration Item Costing ---People ---Assets Service Allocations * Sevice & Application Costing Consumer Allocations * Service Charge to Consumer * IT LOB Allocation to Consumer * IT Project Allocation to Consuemr Data Prep * Currency Conversion * Driver Prep • Pre-configured rules have been created that reference existing meta data. Rules have been tagged to unique Data Source dimension members to aid in reporting. • Rules are organized into rule sets that may be enabled or disabled for phased implementation work needed • Rules can vary by Point-of-View, allowing for interesting price- volume-mix and what-if analysis capabilities • PCM System dimensions (Rule, Balance) track the flow of data automatically which enables transparency throughout the process
  41. 41. Business Analytics Solutions Provider: EPM, BI, and BD Technologies PCMCS IT Costing & Chargebacks Template 15 Pre-Built Reports Enabled By Phase 41 Financial View IT Operations View Consumer View CIO Key Metrics Provides an overall view of key financial and non- financial IT Metrics for IT Management. Budget vs. Actuals (BvA) for Service Owners Plan vs. Actual Variance Analysis of Total IT Run Spend by IT Service Owner Run Spend By Service and Org Shows the Actual YTD Run Spend by IT Cost Center and Service IT Plan Review Provides a Comparison of Run/Build & Opex/Capex IT Spend by Scenario. CPSU By Service Shows a Plan vs Actual vs Variance of Annualized IT Allocated Cost Per Supported User by IT Service Build Spend By Initiative and Org Shows the Actual YTD Build Spend by IT Project and Initiative. Run vs. Build Summary Monthly Run/Build Trend benchmarked against Firm Revenue. IT Intra-Tech Service Shows the results of IT Technical Service Allocations. CPSU by Consumer Function Shows the Annualized IT Allocated Cost Per Supported User By Consumer Function IT Build by Project Category Provides YoY Comparison of Project Spend by Build Category. Monthly Vendor Spend Shows the monthly trend in spend by top vendors. CPSU By Consumer Geo Shows the Annualized IT Allocated Cost Per Supported User By Consumer Geography. IT Headcount Review Provides a comparison of IT Headcount by Scenario & Delivery Org. IT Run by Resource View Shows the Trend in Actual and Forecasted total allocated cost and CPSU by IT Resource Category. Bill of IT Per Consumer shows Billed Charges and Cost Per Service. 41
  42. 42. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Socializing the Design and the Roadmap • Stakeholder involvement • Review Use Case • Review Target Design • Share data gaps identified • Get sign off • Give homework if appropriate 42
  43. 43. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 43
  44. 44. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Conceptual Project Timeline/Services/Deliverables 44 Pre- Week 1 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Post- Week 7 Fit Gap Design Test: Client Lead Working Model w/Reporting & Data Int Routines Go-Live Deliverables • Communication templates and plans for model socialization • Report Validation • Business Service Map vs Existing • CMDB alignment vs Industry Stnd ITCC Training 12 Users Application Configuration Presales “30 Minute” Health Check Presales Discovery Workshop Leading Practices Deliverables • High Level Maturity Gap: Data & Systems | Process & People | Governance • High level Capabilities and Gaps Analysis to correctly scope and align project • 6 month critical path high level plan Train & Rollout 12 Users Steps • Instance Provisioning and Setup , 25 Users, incl Archiving and Backups • Initialize ITFM Solution via Templates • Configure Master Data for Entity, Custom1, Project, Service & Consumer and related attributes from Client Provided Files • Configure Data Load Routines with mapping to ITFM COA for Pre-Allocated Financials for CY Actual, Budget, Forecast & PY Actuals • Configure Data Load Rules for Entity Based, Project Based, Service Based, and Consumer Based Driver Metrics (4 Interfaces) • 1.5 Week Allowance for Modification of Existing Allocation Rule Sets, Reports & Ratios/Metrics to Meet Unique Client Needs Sustain Support Leading Practices Workshops: Data Maturity – Readiness | Roadmap | Business Services Def | CMDB Leading Practices – Change Management: Sponsorship / Staffing Dev to Test Migration Leading Practices: Model, Data & Rpt Roadmaps Deliverables • Environment Migration Guide • System Administrative Guide • Customized End User Training Material Workshops: Model Socialization | Use Cases Doc | Model | Reports Deliverable: Post implementation roadmaps Deliverables: Staffing Plans Sponsorship Tour Plans Lead Lead
  45. 45. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your ITFM Project Ignited • Document your Business Cases • Identify the Services to be modeled • Preliminary Design • Identify and define the data you will need • Get extracts from the potential data sources and measure for data maturity/fit • Revise your design and initial socialization • Build the model and validate • Socialize and Operationalize 45
  46. 46. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Run the IT Service Costing Model Load, Calculate & Validate 46 • 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
  47. 47. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Publish & Analyze the IT Service Costing Model Reporting & Analysis 47 • 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
  48. 48. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Session Agenda • Introduction to Oracle ITFM • Why is ITFM Important? • ITFM Solution Components • Your ITFM Project Ignited • Q&A 48
  49. 49. Business Analytics Solutions Provider: EPM, BI, and BD Technologies ITFM Partnership - Uniting Expertise and Strengths "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 49
  50. 50. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Your Resource for Integrated Business Analytics @HOUG Stop by the Edgewater Ranzal table and Register to Win Prizes! Grand Prize: Google Home Schedule a Complimentary ITFM Health Check appointment. 30 Minute Meetings are available. Engage with trusted partners to find out more about IT Financial Management Solutions (ITFM): 50
  51. 51. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW Oracle PCMCS is an open, user driven, cost-effective, mobile-ready cloud based service that serves as the platform for the solution, and enables flexibility and transparency into the process. It fits alongside existing customer investments in cloud & on-premise technology. Edgewater Ranzal is an Oracle Platinum consulting partner with functional & technical expertise in the Oracle EPM space, and designing solutions that integrate with a larger financial systems landscape. Ranzal has more Oracle PCM implementations than any other partner, and a direct line to Oracle Product Management. Thavron Solutions is a consulting and technology firm with decades of practitioner and data science experience in large corporations. Thavron uniquely uses data driven discussions to understand and deliver real value to business value streams. Through their collaborative teaming for advisory and implementation engagements, Thavron delivers strategic and tactical road maps so clients can predictably continue to improve IT’s performance. The IT Costing & Chargeback Templates were designed and implemented for Oracle by Ranzal, and were based on multiple customer implementations. These free templates provide an estimated savings of ~650 consulting hours for design, build, and testing, and a cost savings of $125k to $150k. Why Oracle + Ranzal + Thavron for ITFM? 51
  52. 52. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies The ITFM Grinder: Transforming ITFM from Tactical to Strategic - Blog CLICK to Find What We Know! ITFM Solution Page Solution Sheet: Insight Driven Decisions Between CIOs and CFOs with IT Financial Management (ITFM) Webinar: Connecting the Value of IT: A Disciplined Solution for Service Costing and Chargeback Blog: Connecting the Value of IT: A Disciplined Solution for Service Costing and Chargeback HUGmn Tech Day Presentation: The Bill for IT: IT Service Costing, Showbacks & Chargebacks with Profitability & Cost Management Cloud Service Blog: How to Show the Financial Value of IT Blog: IT Financial Management: IT’s New Strategic Weapon Blog: How to Get Better Insight Into the Value of IT Solution Brief: Here Executive Briefing YouTube Video: Here ITFM Overview YouTube Video: Here 52
  53. 53. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW Contact Information 150 North Michigan Ave. Suite 2800 Chicago, IL 60601 Tel (312) 624-7738 200 Harvard Mill Square Suite 210 Wakefield, MA 01880 Tel (781) 246-3343 53 Bart Stoehr IP Program Director 310.466.8196 bstoehr@ranzal.com Nan Braun CEO / Founder 765.271.9420 nbraun@thavronsolutions.com 1025 Westchester Ave. Suite 108 White Plains, NY 10604 Tel (914) 253-6600 Nate Gruys Business Development Manager 952.210.8377 ngruys@ranzal.com
  54. 54. Appendix 54
  55. 55. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Shared Costs $ (Cost Centers & Accounts) GL IT Functions $ IT Functional Units $ (Cost Centers & Accounts) Projects $ Project $ (Cost Centers & Accounts) (Projects) GL Resources $ Vendors $ Services $ Consumers $ IT OH Support $ PR Fixed Assets $ (Cost Centers & Accounts) (Projects) (Resources & Vendors) FA Services to Consumers (Cost Centers & Accounts) (Projects) (Resources & Vendors) (Services & Consumers) Pre-Built Rules Statistics Drivers Financial Operational Optional IT Costing and Chargeback Template 55
  56. 56. IT Services Copyright 2016 Thavron Solutions, LLC End User Mobile Device Workspace Service Desk Compute Windows Linux Mainframe Database Data Center Enterprise Other Facilities Delivery Proj Mgt Client Mgt Ops Center Cloud Ops Application Development Support & OPS LoB Software Cloud Apps Communication Circuits Usage Network Lan Wan Voice Other Network Cloud Network Security & Compliance Security Policy Compliance Disaster Recovery Storage Tier 1-4 Cloud Cloud Archive 56
  57. 57. Business Services Copyright 2016 Thavron Solutions, LLC Client Computing Basic Workspace Technical Workspace Shared Workspace Traveling Workspace Copy/Print/Fax/Scan Desk Side Support Connectivity Network Access Remote Access Comm & Collab Conferencing Collab Workspace Messaging Email Phone & Voicemail Line of Business Strategy & Plan Design & Build Market & Sell Take Orders Deliver Products Service Customer Mgmt & Support Finance HR Legal Facilities Communications Prof Services Prog & Proj Mngt Bus Process Mngt Ent Architecture Hosting App Hosting PaaS DBaaS CaaS SaaS App & Integration App Design & Dev App Support Quality Assurance 57
  58. 58. Where does the data come from? • Finance System • Depreciation Tracking • CMDB • Asset Management • Storage Management System(s) • Data Center Management • Project Management/Tracking • Ticketing System(s) • Server Management Software • VCenter or equivalent • Cloud Provider Invoicing • HRIS • Network Management System(s) • License Management System(s) Copyright 2016 Thavron Solutions, LLC 58

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