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Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy?

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Have you seen your future in Oracle EPM & Analytics Cloud? And do you know if it’s sunny or not? Over the last several years, many of our customers have asked that same question—should I move? If so, when? And if when, how? This presentation provides a series of case studies to highlight the different approaches customers have taken to assess and deliver to their internal business partners the features and benefits of Oracle Cloud. Whether taking an “assessment-only view,” “bring your own Cloud,” “dip your toe in the water,” or “big-bang” approach, gain insight into the pros and cons of different implementation approaches, business benefits, and product features—specifically focused on the EPM and Oracle Analytics Cloud product suite.

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Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy?

  1. 1. Integrated Business Analytics Solutions Winning Strategies for Oracle Cloud Adoption: Test Drive, Lease, or Buy? Mike Killeen & Andy Rocha June 12, 2018
  2. 2. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Agenda 20+ Years 1000+ Clients 2000+ Projects 2 Introduction Business Analytics Cloud Architecture Cloud Adoption Approach & Case Studies Analytics Demo Closing and Q&A
  3. 3. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies About Edgewater Ranzal 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 Advisory Services Implementation Services Technical Services Hosting & Support Big Data Cloud Analytic CloudCloud Infrastructure Training Services Operational ERP Intellectual Property 3
  4. 4. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Recognized by ORACLE More than 200 consultants with an exclusive multiproduct focus across the entire Business Analytics Suite Trusted advisory relationship with Oracle Product Development, Oracle Customer Advisory Board, and Special Interest Group members Extensive experience in the planning, design, and implementation of integrated Oracle Enterprise Performance Management (EPM), Business Intelligence (BI) and Big Data solutions and best practices Proven Oracle-specific methodologies, templates and supporting tools, as well as industry thought-leaders and deep technical practitioners 4
  5. 5. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Sr. Vice President Technology & Strategy, Oracle Ace 21+ Years EPM & BI Experience with Ranzal 6 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 & OLAP Master Data Management Today’s Presenter – Mike Killeen 6
  6. 6. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Today’s Presenter – Andy Rocha 7 Principal Solutions Manager 12+ Years BI & Analytics Experience Implementation Consultant Project and Team Manager Trainer, Strategist and Evangelist Recognized Speaker and Leader Kscope (3) Collaborate BIWA Summit Best Speaker Award at Rittman Mead’s BI Forum 2015
  7. 7. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Agenda 20+ Years 1000+ Clients 2000+ Projects 8 Introduction Business Analytics Cloud Architecture Cloud Adoption Approach & Case Studies Analytics Demo Closing and Q&A
  8. 8. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Quick Audience Survey • Who’s new to Oracle/Hyperion EPM? • Who’s new to Oracle BI or Analytics? • Who’s Using Oracle/Hyperion EPM Applications Today? • Who’s Managing a Unified EPM/BI Environment Today? • Who’s Using Oracle Cloud (SaaS/PaaS/IaaS) Today?
  9. 9. Business Analytics Solutions Provider: EPM, BI, and BD Technologies The Mandate for Business Analytics IDC predicts that by 2020, organizations able to analyze all relevant data and deliver actionable information will achieve an extra $430 billion in productivity benefits over their less analytically oriented peers. Information is the new asset. Entire business models are being disrupted as a result. Consider: • The taxi company Uber owns no cars. • The media owner Facebook creates no content. • The hospitality provider AirBnB owns no rooms. A number of factors, including changes in employee/customer behavior, explosion in data sourcing & creation rates, & technology improvements have created an environment where analytics can be transformational.
  10. 10. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Operational Analytics “Operate the Business” Alert & Analyze Strategic Analytics “Transform the Business” Explore & Change Performance Management “Manage the Business” Define & Measure So What is Integrated Business Analytics? Combining EPM & Analytics to get the Answers for Improved Business Performance Where are we going? Will we meet our goals? What was the final outcome? Did we meet our goals? Why did it occur? What if we did things differently? When did an event occur? Is some action required? Which action should I take? Can I see the impact? How can we change our business? What would be the benefit?
  11. 11. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Integrated Business Analytics Use Cases • Financial Planning & Analysis – Strategic Planning, Budgeting & Forecasting – Performance Reporting • Financial Consolidations & Reporting – Financial Consolidations – External & Regulatory Reporting • Operational Reporting – Operational Finance Reporting • General Ledger Analysis & Reporting • ERP Subledger Reporting & Analysis (AP/AR) – Daily Sales Flash • Operational Analytics – ITFM – Application TCO – Marketing Investment ROI – Billings, Bookings & Backlog – Decision Optimization • Strategic Analytics – Customer & Product Profitability – F/X Impact Analysis – Price/Volume/Mix Analysis – M&A Scenario Modelling
  12. 12. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Challenges in Integrated Business Analytics • Very manual • Error Prone • Time consuming • Lacks controls & governance • Creates Key Personnel Dependencies • “Black-box”; lacks transparency • Not fit for purpose • IT Focused • Perceived as complex • “Black-box”; lacks transparency • Slow to adapt • Grows unwieldy overtime • IT Focused Spreadsheets On-premise ERP Custom Built • Business Focused • Embedded Analytics • Lower IT Costs Cloud Applications 13
  13. 13. Business Analytics Solutions Provider: EPM, BI, and BD Technologies 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 Visualization Example – Profitability Analysis
  14. 14. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Planning & Forecasting Profitability Management Enterprise Performance Management Suite Strategy Management Customer Management Resource Management Owners & Investors RegulatorsManagement Operational Systems Performance Reporting Financial Close & Reporting Shared Integration Platform General Ledger Sub Ledgers Financial Systems Mappings & Drill BackHierarchies & Attributes Workflow HCM CX SCM ERP FCCS EPRCS PCMCS E/PBCS ARCS TRCS HSFHP HPCM DRM/DRG FDMEE Essbase HFM EDMCS Oracle Integrated Business Analytics Solution Architecture 15 CDM OAC
  15. 15. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Agenda 20+ Years 1000+ Clients 2000+ Projects 16 Introduction Business Analytics Cloud Architecture Cloud Adoption Approach & Case Studies Analytics Demo Closing and Q&A
  16. 16. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Cloud Approach for Varying Customer Profiles Track #3 On Premise EPM Move to Cloud Track #4 ERP  Integrated Cloud Track #2 On Premise EPM  New Cloud Applications Track #1  ERP  EPM for ERP “Dip your toe into EPM” “Test drive the cloud” “How do I get to the cloud?” “Transform Finance” Clients Solutions  EPBCS LRP & Planning  Profitability Analytics  OAC Visual Analytics Customers  IHG  Sims Metal Mgmt  Spartan Nash Solution  G2C Assessment Customers  AutoNation  Mass Mutual  PGi Solution  Standard Labor & Overhead Rates (SLOR) Customer  Terumo Solution  Full Circle Planning & Profitability Analysis  Multiproduct Cloud Customers  Thermo Fisher  Baha Mar Click to Details Click to Details Click to Details Click to Details Click to Call to Action 17
  17. 17. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #1 – “Dip Your Toe Into EPM” Business Challenge Compounded With increased global competition and pressures on profitability, manufacturers need to proactively manage their cost structures. As part of such initiatives, manufacturers need to develop useful rates for labor and overhead standards to be used as input into standard product costs and inventory valuation. In spite of the investments that have been made in ERP solutions, it is typically an offline Excel-based exercise that is undertaken to update direct labor and overhead rates that feed product standard costs. Is this process manual, auditable, error prone? Is this process time consuming? Is this process only undertaken annually? 18
  18. 18. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #1 – “Dip Your Toe Into EPM” Standard Labor and Overhead Cost Rates (SLOR) Edgewater Ranzal PCMCS for Manufacturers: The Edgewater Ranzal PCMCS for Manufacturers offering is a fixed scope, fixed price starter kit that will enable manufacturers to ease, streamline and document the process of generating the direct labor, direct overhead and indirect overhead cost-per-direct labor hour or cost-per-machine-hour rates. Enables accuracy by allowing users to quickly select the cost centers and work centers that are applicable as sources and targets of allocation, as well as the drivers to be employed. Improves efficiency and timeliness of the standard rate process for automation, documentation and control. Automates the rate development process enabling more frequent updates, more accurate standard costs and reduced variances. Provides standard visualizations for analysis and enables end-users to create/maintain reports for decision support. Layers of Cost Ranzal Solutio n 19
  19. 19. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #2 – “Test Drive The Cloud” EPBCS – Strategic Modeling Additional Go-To-Market Assets Open World Presentation: Strategic Modeling: Right Strategic Decisions Aligned with Operating Plans at Enbridge Webinars: Take Your Strategic Planning to New Heights | EPBCS with Strategic Modeling…A Match Made in Heaven Video: Strategic Modeling with EPBCS 20
  20. 20. Revenue USD: 3.9B Deployment Location North America HQ: Australia Industry Metals and Electronics Recycling Products Hyperion Financial Management (HFM) Financial Data Quality Management (FDMEE) Enterprise Planning & Budgeting Cloud Service (EPBCS) Legacy Platform Hyperion Enterprise, Excel, TM1 Custom Solutions Partner Use Case Summary Sims Metal Management uses the Oracle Cloud to provide all levels of their organization an integrated planning capability. Additionally they use Financial Management (HFM) for financial close reporting . Using Enterprise Planning & Budgeting Cloud Service (EPBCS) to provide a state-of-the-art solution to support annual budgeting and forecasting processes. The solution leverages the financials, capital, and workforce business processes to provide an assumption-based solution linking expected intake volumes to revenues and costs producing integrated income statement, balance sheet and cash flow statements. Top Customer Objectives and Challenges • Objectives • Standardize Production models. • Provide assumption-based Planning and Forecasting down to the Production Facility level. • Retire offline, excel based planning process for business units. • Challenges • Disparate ERPs • Business units have differing planning and forecasting methodologies requiring standardization. Results • Stand-up Cloud based planning and budgeting solution using Enterprise Performance and Budgeting Cloud Service. • Integrate with on-premises technologies including HFM and Enterprise Data Warehouse Key Benefits Achieved  Standardize business processes with a global planning and forecasting capability.  Ability to adjust assumptions to analyze multiple scenarios.  Integrate with existing on-premises investments. * PARTNER USE CASE * http://www.ranzal.com/ Partner Contact: Brian Grimes bgrimes@ranzal.com Track #2 – Test Drive EPBCS
  21. 21. Revenue USD: 7.7B Deployment Location North America Industry Wholesale Food Distribution / Retail Grocery Products Hyperion Essbase Profitability and Cost Management Cloud Service (PCMCS) Legacy Platform Peoplesoft G/L, Acorn, Excel Partner Use Case Summary SpartanNash used PCMCS to allocate results from their Peoplesoft General Ledger (GL) using manual drivers as well as drivers sourced from PeopleSoft Revenue Recognition and Enterprise Data Warehouse to determine Customer and Product Profitability. The results of the Customer and Product Profitability model are analyzed and used to determine which Customers/Products are focused upon to maximize profitability. A Finance key takeaway is the ability to produce Functional Income Statements by Organizational Units (OU’s), Products, Vendors, and Customers. Top Customer Objectives and Challenges • Objectives • Create fully allocated Income Statements for OU’s, Products, Vendors, and Customers. • Ability to analyze OU, Product, Vendor, and Customer profitability and incorporate insights into financial forecasts allowing Spartan Nash to maximize profitability. • Challenges • Merging profitability processes and methodologies from the legacy Spartan Foods and Nash Finch organizations into a combined approach for the new Spartan Nash organization. • Analyze existing Information Technology systems and data warehouses to source and create drivers used in allocations. Results • Consolidated Excel-based models into a single PCMCS application • Expedited analysis and decision making regarding top / bottom Customers, Products, and Vendors Key Benefits Achieved  Holistic Profitability analysis and decision making to Customer, Product, and Vendor levels  Ability to perform What- If Analysis scenarios leveraging alternate drivers to project outcomes  Single Point of Maintenance * PARTNER USE CASE * http://www.ranzal.com/ Partner Contact: Nate Gruys (BDM) NGruys @ranzal.com Track #2 – Test Drive PCMCS
  22. 22. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #3 – “How Do I Get To The Cloud?” Ground to Cloud Assessment Additional Go-To-Market Assets Lunch-n-Learn: What is Your Cloud Strategy? Approaches to Extending Your Technology Investments 23
  23. 23. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Key Considerations in Ground to Cloud Conversion Financial Considerations for the Business Case Operating Costs: IT Support, Hardware Maintenance, Software Maintenance, Financial Systems Support Conversion Costs: Ground to Cloud Migration vs. Future Upgrades and H/W Refreshes Opex/Capex Rules for Future Development (e.g. Capitalized Software and Labor) Cloud vs. On-Premise Capabilities Product Functionality Fit/Gap– Varies by Product Line Deployment of Unique Customizations in on-premise world Cloud to Cloud Integration Capabilities (e.g. SaaS vs PaaS) Future Development Considerations “Unlimited” Application Development with fixed cost vs. variable app dev to application profiles (SaaS/PaaS) “Lift and Shift” vs. “Enhance when you go” – Key Component of Business Case User Training and Deployment (e.g. Planning Connection in Smart View vs. Essbase Connection) Risk Appetite Corporate Culture and Cloud Adoption Strategy (Financials vs. Non-Financials) Strategic Direction of Oracle 24
  24. 24. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #4 – “Transform Finance” Full Circle Planning, Cost Management & Profitability Costing Reporting Planning Sales Volumes by Customer and Product Operating expenses by Department Production Volume & Assumptions by Plant and Product Direct Labor by Plant COGS by Plant and Product Operating Expenses by Department (Shared Services) Multi-step assignments Allocations based on operating metrics such as Headcount, Assembly Hours, Customer Sales Visits, Square Footage, Production Volume, etc. Allocated results represented by Customer, Products, Channel, etc. Strategic views of fully-burdened P&L’s by Customer, Products, Channel, etc. Traceability from financial to operational drivers from planning and costing perspectives. Consistency in process and business dimensions to ensure accuracy and alignment. 25 Functional Components
  25. 25. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Track #4 – “Transform Finance” Full Circle Planning, Cost Management & Profitability Ranzal Assessment Costing PCMCS Smartview Financial Reporting EPRCS Planning EPBCS 26 Oracle Technical Solution Components
  26. 26. Revenue USD: 18.3B Deployment Location North America Industry Life Sciences Products Enterprise Planning & Budgeting Cloud Service (EPBCS) Profitability & Cost Management Cloud Service (PCMCS) Legacy Platform Planning, Excel, Essbase, Custom Solutions Partner Use Case Summary Thermo Fisher Scientific, Inc. uses the Oracle Cloud to provide their business units an integrated planning capability for approximately 2,000 users around the world. The system provides department and product level planning, as well as plan and forecast management allocations. The Cloud-based application augments existing investments in on-premises Data Relationship Management, Hyperion Financial Management, and Essbase. Top Customer Objectives and Challenges • Objectives • Provide department level actuals in local currency for approximately 400 legal entities. • Retire offline, excel based planning process for business units. • Standardize planning and forecasting methodologies for headcount, initiatives, revenue, margin, and expense. • Challenges • Disparate ERPs across hundreds of sites • Business units have differing planning and forecasting methodologies requiring standardization. Results • Stand-up Cloud based planning and budgeting solution using Enterprise Performance and Budgeting Cloud Service. • Integrate with on-premises technologies • Deploy robust management P&L allocation solutions with Profitability and Cost Management. Key Benefits Achieved  Standardize business process with a global planning and forecasting capability  High-capacity, global solution support 23x7 worldwide usage  Integrate with existing on-premises investments. * PARTNER USE CASE * http://www.ranzal.com/ Partner Contact: Rick Torres (BDM) rtorres@ranzal.com Track #4 – FP&A For Mfg
  27. 27. Revenue USD: 1B Deployment Location North America Industry Hospitality Products Cloud - EDMCS Cloud - FCCS Cloud - PBCS Cloud – CDM Cloud - ARCS On Prem - FDMEE Legacy Platform Non-Oracle Partner Use Case Summary Baha Mar moved directly to Oracle EPM Cloud with an initial focus on Consolidation (FCCS) and Planning/Budgeting (PBCS) products. Due to similarities in reporting structures across the Planning and Consolidation groups, coupled with plans for future project initiatives, they inquired about EDMCS for centralized master data maintenance. After an evaluation period, Oracle selected Baha Mar as one of three early adopters for EDMCS along with Edgewater Ranzal as the implementation partner. Top Customer Objectives and Challenges • New hotel/resort moving directly to Oracle EPM Cloud • Define/rationalize reporting structures and ensure alignment across General Ledger and Oracle Cloud applications. • Standardize and streamline metadata maintenance across multiple systems Results • Implemented EDMCS to manage key financial dimensions for FCCS and PBCS • Established the foundation for future expansion of EDMCS (e.g. additional dimensionality, ERP integration) • Leveraged other Oracle Cloud and On-Prem products to provide end- to-end integrated solution Key Benefits Achieved  Create complete financial systems platform for future growth  Automate key financial business processes  Mitigate risk through elimination of manual controls * PARTNER USE CASE * http://www.ranzal.com/ Partner Contact: Kirstin DeGuzman(BDM) kdeguzman@ranzal.com Track #4 – Multi-Product EPM
  28. 28. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Agenda 20+ Years 1000+ Clients 2000+ Projects 29 Introduction Business Analytics Cloud Architecture Cloud Adoption Approach & Case Studies Analytics Demo Closing and Q&A
  29. 29. Business Analytics Solutions Provider: EPM, BI, and BD Technologies What are some ways to get started with OAC?
  30. 30. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Track 2 – Test Drive the Cloud Visual Analytics for Business Demo
  31. 31. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Agenda 20+ Years 1000+ Clients 2000+ Projects 33 Introduction Business Analytics Cloud Architecture Cloud Adoption Approach & Case Studies Analytics Demo Closing and Q&A
  32. 32. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies What Can you Do at KScope to Help on your Cloud Journey? Stop by Booth 407 and talk to one of our experts Help Determine Your Profile (Track) Learn about Product Functionality Discuss Assessment Capabilities Visit www.Ranzal.com for additional examples of case studies and product learning Attend one of our conference presentations 34
  33. 33. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies Additional Online Resources at ranzal.com • Feature Article: Put the “A” Back into FP&A outlines how to establish a high-performing organization with profitability evangelism from today’s finance function (http://www.ranzal.com/news/put-the-a-back-into-fp-a) • On Demand Webinars (http://www.ranzal.com/events): – Profitability & Cost Management (PCMCS) for Manufacturers: Product Standard Costs - An Elegant Solution for Labor and Overhead Rates (Track 1) – EPBCS with Strategic Modeling…A Match Made in Heaven (Track 2) – Full Circle Planning, Cost Management, and Profitability in the Manufacturing Industry (Track 4) • Solution Sheets – Profitability & Cost Management for Standard Cost Rate Development (Track 1) – PCMCS Assessment Workshop (Track 2) – Strategic Planning Assessment Workshop (Track 2) – Lightning Cloud for Sales Planning (Track 2) – Lightening Cloud Accelerators - Ground to Cloud - PCMCS (Track 3) – Lightening Cloud Accelerators – Ground to Cloud – HSF to EPBCS Strategic Modelling (Track 3) – Lightening Cloud Accelerators – Ground to Cloud – Planning to PBCS (Track 3) – Enterprise Performance Management Strategic Roadmap (Track 4) • Blogs – Accelerate Your Ride to the Cloud: Extending ERP with Oracle PCMCS for Standard Cost Rate Development (Track 1) – Automating Enterprise Planning with EPBCS: A Case Study Featuring Sims Metal Management (Track 4) – Full Circle Planning, Cost Management, & Profitability in the Manufacturing Industry (Track 4) • Whitepapers – INTEGRATED BUSINESS ANALYTICS: Getting to the Answers for Improved Business Performance (Track 4) 35
  34. 34. 36 8 Speaker Sessions Monday, 6/11: • 10:45am – 11:45am:Baha Mar's All In Bet on Red - The story of integrating data and master data with PBCS, FCCS and ARCS • 2:30pm - 3:30pm: Visual Approach to Essbase Calcs: 2018 • 4:15pm - 5:15pm: Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management Tuesday, 6/12: • 9:00am - 10:00am: FDMEE versus Cloud Data Management - The Real Story • 10:15am - 11:15am: Edgewater Ranzal: Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy? • 2:15pm - 3:15pm: Why Should I Care About DVD? Blu-Ray is the New Thing, Right? Wednesday, 6/13: • 11:45am - 12:45pm: Putting Predictive Planning to Work • 2:15pm - 3:15pm: EPM Automate - Automating Enterprise Performance Management Cloud Solutions Visit us at Booth # 407

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