This document provides an overview and agenda for a presentation on best practices for designing and building integrations. The presentation will cover topics like data discovery, tool evaluation, key components of Oracle's FDMEE and Cloud Data Management products, and a Q&A session. It will discuss evaluating data sources, understanding data models and relationships, and choosing the right integration tools based on factors like licensing, data volumes, and functional requirements. The presentation will also review the major components of FDMEE/Cloud Data Management like target applications, import formats, maps, locations, data load rules, and batches.
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
Finit one small step - tips and tricks for transitioning from fdm to fdmeefinitsolutions
Are you considering making the leap from FDM Classic to FDMEE? Have you already committed to FDMEE and want a better idea of what's in store? Join us as we travel through the transition process and learn what steps are involved in the transition from FDM to FDMEE including:
An overview of the FDM to FDMEE Oracle Migration Utility
What types of access will be required to different data sources to perform the migration
Updates to your existing FDM application to make the transition smoother
Items to address in your newly created FDMEE application
We will also discuss some of the subtle differences between the versions including (but not limited to):
Scripting
Case sensitivity
Multidimensional mapping
Security
Finit - Breaking Through the Cloud: An Overview of Oracle EPM Cloudfinitsolutions
A complete review to help you understand the range of EPM cloud solutions provided by Oracle
Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS).
Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include:
An overview of Oracle's cloud platform
A survey of the EPM cloud products
How do the solutions work together
Who Should Attend
Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings.
System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them.
Presenter: Geordan Drummond
Date: 02/09/2018
Simplify Complex Consolidations and Close Processes with Oracle Financial Con...Alithya
Oracle Financial Consolidation and Close Cloud Service (FCCS) mixes best practices with customization to streamline and enhance the close and consolidation process. This configurable product leverages out-of-the-box content which gives companies the framework needed to deploy an easy-to-use, yet sophisticated, close solution. It requires no infrastructure investments, offers flexible deployment options, and provides fast time-to-value.
In this presentation, we explore the full range of capabilities of this solution, including the orchestration of the close process, supplemental data collection, ease of administration, and more. Find out how FCCS can be used to address the complexities that are encountered with consolidations, such as foreign currency translation, intercompany eliminations, and ownership requirements. We touch on additional features that are improved in the cloud such as process automation, administration, and supplemental data collection. Interact and ask questions to learn more about this world-class solution for close and consolidation applications and decide if it's time for you to make the move to the Cloud!
Finit - Breaking Through the Cloud Part II: FCCS, Closing in on Full Parity w...finitsolutions
A complete review of FCCS to help you understand current functionality and key product features.
Is your company considering moving its financial reporting from on-premises to the cloud? Have you heard that Financial Close and Consolidation Cloud Services (FCCS) is now closer to achieving full parity with HFM? Join us for Part II of our 3-part series "Breaking Through the Cloud" as we take a look at the most recent releases of FCCS as it closes in to be on equal footing with HFM. Learn the details about FCCS, what this product is capable of and understand the key features and functionality that Oracle has added into FCCS.
Attendees will be provided with insight to assess their options on the close and consolidation front. Part II, Closing in on Full Parity with FCCS will include:
The main features of FCCS
Noteworthy Features and Oracle's release roadmap
A comparison of Features between HFM and FCCS
Additional Features of FCCS that may not be in HFM
Presenter: Geordan Drummond
Date: 03/10/2018
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use...Alithya
Profitability is a major indicator of business performance. Unfortunately, the typical financial system manages expenses and revenues from different perspectives. As a result, finance teams often rely on large, complex allocation models (sometimes “black box” systems) to provide management with the strategic P&Ls by geographical area, business unit, product, segment, and more—all in an attempt to pivot from “what it is,” to “what it’s for.” Regardless of industry, company size, or function, more strategic insight into underlying cost structures and their impact on profitability is necessary.
Oracle Hyperion Profitability and Cost Management Cloud Service (PCMCS) is a performance management application that introduces a world of possibilities for organizations to enhance financial data generated through their general ledgers and EPM systems into meaningful, accurate, and consumable information. Unlike traditional profitability systems, which require a large investment in both infrastructure and related technical overhead, PCMCS allows business users to easily create and manage their profitability systems with unparalleled speed and efficiency, supporting numerous use cases in both the financial close and management reporting domains, including IT financial management, operational transfer pricing, expense allocations, fully allocated P&L, strategic P&Ls, and operational profitability.
Attend this session to learn how PCMCS is an effective solution with benefits for every industry—one that empowers business users to gain insight into hidden profit and cost across key business dimensions. The presentation provides an overview of business needs using a perspective around corporate and shared service allocations. You’ll also gain insight into the PCMCS solution capabilities and functionality, including a comparison to other EPM tools, and we’ll share specific use cases.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Jython Scripting in FDMEE - It's Not That Scary" at KScope14.
Unable to attend Oracle OpenWorld to learn about the latest developments in Oracle EPM Cloud? It can be difficult to keep abreast of all the changes in this evolving landscape, but we’ve got you covered.
In our webinar, Perficient’s Oracle EPM leadership explored the current cloud offerings and what’s around the corner. Whether you are in IT or finance, your colleagues are driving digital transformation by including cloud in their performance management strategy.
Discussion covered:
-In-depth review of the Oracle EPM Cloud suite
-How the products can be integrated
-How SaaS products compare to on-premises editions
-Benefits of cloud strategies
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
EPM, ERP, Cloud and On-Premise – All options explained - OOW CON9532Ray Février
Oracle Enterprise Performance Management provides multiple and extensive integration options with both Oracle and non-Oracle enterprise resource planning systems, both on premises and in the cloud. This session explains all the options and their respective benefits, plus it discusses the future roadmap for integration functionality.
FDMEE versus Cloud Data Management - The Real StoryJoseph Alaimo Jr
Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.
Redesigning Hyperion Planning - Is going from Block Storage (BSO) to Aggregat...finitsolutions
Oracle's Hyperion Planning is used by thousands of companies around the world for a wide variety of uses - from simple Budget / Plan and Forecast collection to deep predictive analytics. Business requirements commonly change over time which can necessitate a "redesign" of the Planning process and application. Oracle Hyperion Planning has also evolved over the years and opportunities have greatly expanded in terms of data storage, calculation engine, performance, and analytics. Join our webinar to find out how you can leverage these opportunities - whether it be part of a redesign of your existing Planning / Essbase Application or as part of a brand new roll-out.
In this webinar we will walk you through a real life case study of a Hyperion Planning application redesign. Our focus will include:
The challenges of a redesign
Metadata constraints
Performance issues
User experience
Administration
Design options explored
Aggregate Storage Option (ASO) vs Block Storage Option (BSO)
Map to Reporting and Smart Push
Essbase Hybrid
We will explore pros and cons of multiple design options for this application including:
Future Maintenance
Future Metadata updates
Interfaces with:
FDM
HFM
Finally, discover which design won out and why.
Presenter: Cindy Eichner
The Wright Move – A Continued Journey to the Oracle EPM CloudAlithya
Oracle OpenWorld 2019
At Oracle OpenWorld last year, Wright Medical shared its first foray into Oracle EPM Cloud with a successful implementation of Account Reconciliation Cloud Service (ARCS). Join us this year to learn about our continued migration to the Oracle EPM Cloud, including the recent deployments of Enterprise Planning and Budgeting Cloud Service (EPBCS) and Enterprise Data Management Cloud Service (EDMCS). We’ll discuss the migration from an on-premise Hyperion Planning deployment to a consistent Workforce Planning and Financials model that leverages the out-of-the-box (OOTB) frameworks, and we'll highlight the benefits realized with these features. We'll also outline the challenges and creative solutions to these hurdles. Additionally, learn about the deployment of EDMCS to replace EPMA and manage master data for not only EPBCS, but also our on-premise Hyperion Financial Management (HFM) application. Finally, we’ll discuss our roadmap for Oracle EPM, including the implementation of Strategic Modeling and a migration from HFM to Financial Close and Consolidation Cloud Service (FCCS). This is a "not to be missed session" for anyone considering an upgrade to Oracle EPM Cloud!
FDMEE Scripting - Cloud and On-Premises - It Ain't Groovy, But It's My Bread ...Joseph Alaimo Jr
So you've made the transition to FDMEE and now you want more. FDMEE scripting is what empowers you to do more with the application. Explore how to use FDMEE scripting to enhance and streamline your integrations and how to use Jython and the various APIs within the EPM stack to take your application to the next level. Have a hybrid FDMEE cloud deployment? That's cool, let's look at Groovy and EPMAutomate and see how FDMEE can function as your automation hub.
This session will be most useful for those with a solid FDMEE foundation and some familiarity with scripting languages.
How Noble Energy Automated Reconciliations with Oracle ARCSPerficient, Inc.
Noble Energy, an independent oil and natural gas exploration and production company, had struggled for years with a cumbersome spreadsheet and email-driven account reconciliation process. The accounting team sought a purpose-built tool with auditing, workflow and automated reconciliation capabilities. The IT team wanted a solution in line with their Cloud-first strategic direction.
After evaluating several products, Noble Energy selected Oracle Account Reconciliation Cloud Service (ARCS) with transaction matching and partnered with Perficient to deliver the implementation.
Project owner Matt Dossett, CPA and Senior Accountant, discussed their migration to ARCS including lessons learned and how ARCS could benefit your organization.
Discussion included:
-Challenges with the legacy account reconciliation process
-The factors leading to the selection of Oracle ARCS
-Considerations of implementing a cloud solution with on-premises Oracle EBS ERP
-The value of automated reconciliations with transaction matching
-Benefits realized with ARCS implementation
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
Getting the Most Out of EPM: A deep dive into Account Reconciliation Managerfinitsolutions
Since its introduction in version 11.1.2.2 Oracle Hyperion Account Reconciliation Manager has become one of the fastest growing products in the EPM suite. Join us to hear about how clients are realizing the benefits of real-time visibility into the account reconciliation process while ensuring consistency across all reconciliations. We will discuss the standard ARM functionality, some of the customizable features that can greatly enhance your account reconciliation process, and the features that are being planned for future releases.
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use...Alithya
Profitability is a major indicator of business performance. Unfortunately, the typical financial system manages expenses and revenues from different perspectives. As a result, finance teams often rely on large, complex allocation models (sometimes “black box” systems) to provide management with the strategic P&Ls by geographical area, business unit, product, segment, and more—all in an attempt to pivot from “what it is,” to “what it’s for.” Regardless of industry, company size, or function, more strategic insight into underlying cost structures and their impact on profitability is necessary.
Oracle Hyperion Profitability and Cost Management Cloud Service (PCMCS) is a performance management application that introduces a world of possibilities for organizations to enhance financial data generated through their general ledgers and EPM systems into meaningful, accurate, and consumable information. Unlike traditional profitability systems, which require a large investment in both infrastructure and related technical overhead, PCMCS allows business users to easily create and manage their profitability systems with unparalleled speed and efficiency, supporting numerous use cases in both the financial close and management reporting domains, including IT financial management, operational transfer pricing, expense allocations, fully allocated P&L, strategic P&Ls, and operational profitability.
Attend this session to learn how PCMCS is an effective solution with benefits for every industry—one that empowers business users to gain insight into hidden profit and cost across key business dimensions. The presentation provides an overview of business needs using a perspective around corporate and shared service allocations. You’ll also gain insight into the PCMCS solution capabilities and functionality, including a comparison to other EPM tools, and we’ll share specific use cases.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Jython Scripting in FDMEE - It's Not That Scary" at KScope14.
Unable to attend Oracle OpenWorld to learn about the latest developments in Oracle EPM Cloud? It can be difficult to keep abreast of all the changes in this evolving landscape, but we’ve got you covered.
In our webinar, Perficient’s Oracle EPM leadership explored the current cloud offerings and what’s around the corner. Whether you are in IT or finance, your colleagues are driving digital transformation by including cloud in their performance management strategy.
Discussion covered:
-In-depth review of the Oracle EPM Cloud suite
-How the products can be integrated
-How SaaS products compare to on-premises editions
-Benefits of cloud strategies
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
EPM, ERP, Cloud and On-Premise – All options explained - OOW CON9532Ray Février
Oracle Enterprise Performance Management provides multiple and extensive integration options with both Oracle and non-Oracle enterprise resource planning systems, both on premises and in the cloud. This session explains all the options and their respective benefits, plus it discusses the future roadmap for integration functionality.
FDMEE versus Cloud Data Management - The Real StoryJoseph Alaimo Jr
Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.
Redesigning Hyperion Planning - Is going from Block Storage (BSO) to Aggregat...finitsolutions
Oracle's Hyperion Planning is used by thousands of companies around the world for a wide variety of uses - from simple Budget / Plan and Forecast collection to deep predictive analytics. Business requirements commonly change over time which can necessitate a "redesign" of the Planning process and application. Oracle Hyperion Planning has also evolved over the years and opportunities have greatly expanded in terms of data storage, calculation engine, performance, and analytics. Join our webinar to find out how you can leverage these opportunities - whether it be part of a redesign of your existing Planning / Essbase Application or as part of a brand new roll-out.
In this webinar we will walk you through a real life case study of a Hyperion Planning application redesign. Our focus will include:
The challenges of a redesign
Metadata constraints
Performance issues
User experience
Administration
Design options explored
Aggregate Storage Option (ASO) vs Block Storage Option (BSO)
Map to Reporting and Smart Push
Essbase Hybrid
We will explore pros and cons of multiple design options for this application including:
Future Maintenance
Future Metadata updates
Interfaces with:
FDM
HFM
Finally, discover which design won out and why.
Presenter: Cindy Eichner
The Wright Move – A Continued Journey to the Oracle EPM CloudAlithya
Oracle OpenWorld 2019
At Oracle OpenWorld last year, Wright Medical shared its first foray into Oracle EPM Cloud with a successful implementation of Account Reconciliation Cloud Service (ARCS). Join us this year to learn about our continued migration to the Oracle EPM Cloud, including the recent deployments of Enterprise Planning and Budgeting Cloud Service (EPBCS) and Enterprise Data Management Cloud Service (EDMCS). We’ll discuss the migration from an on-premise Hyperion Planning deployment to a consistent Workforce Planning and Financials model that leverages the out-of-the-box (OOTB) frameworks, and we'll highlight the benefits realized with these features. We'll also outline the challenges and creative solutions to these hurdles. Additionally, learn about the deployment of EDMCS to replace EPMA and manage master data for not only EPBCS, but also our on-premise Hyperion Financial Management (HFM) application. Finally, we’ll discuss our roadmap for Oracle EPM, including the implementation of Strategic Modeling and a migration from HFM to Financial Close and Consolidation Cloud Service (FCCS). This is a "not to be missed session" for anyone considering an upgrade to Oracle EPM Cloud!
FDMEE Scripting - Cloud and On-Premises - It Ain't Groovy, But It's My Bread ...Joseph Alaimo Jr
So you've made the transition to FDMEE and now you want more. FDMEE scripting is what empowers you to do more with the application. Explore how to use FDMEE scripting to enhance and streamline your integrations and how to use Jython and the various APIs within the EPM stack to take your application to the next level. Have a hybrid FDMEE cloud deployment? That's cool, let's look at Groovy and EPMAutomate and see how FDMEE can function as your automation hub.
This session will be most useful for those with a solid FDMEE foundation and some familiarity with scripting languages.
How Noble Energy Automated Reconciliations with Oracle ARCSPerficient, Inc.
Noble Energy, an independent oil and natural gas exploration and production company, had struggled for years with a cumbersome spreadsheet and email-driven account reconciliation process. The accounting team sought a purpose-built tool with auditing, workflow and automated reconciliation capabilities. The IT team wanted a solution in line with their Cloud-first strategic direction.
After evaluating several products, Noble Energy selected Oracle Account Reconciliation Cloud Service (ARCS) with transaction matching and partnered with Perficient to deliver the implementation.
Project owner Matt Dossett, CPA and Senior Accountant, discussed their migration to ARCS including lessons learned and how ARCS could benefit your organization.
Discussion included:
-Challenges with the legacy account reconciliation process
-The factors leading to the selection of Oracle ARCS
-Considerations of implementing a cloud solution with on-premises Oracle EBS ERP
-The value of automated reconciliations with transaction matching
-Benefits realized with ARCS implementation
Edgewater Ranzal presented at ODTUG Kaleidoscope 2015 (KSCOPE15) on the importance of assessing Oracle Hyperion Financial Data Quality Management (FDM) mappings in your Oracle Enterprise Performance Management (EPM) system.
Getting the Most Out of EPM: A deep dive into Account Reconciliation Managerfinitsolutions
Since its introduction in version 11.1.2.2 Oracle Hyperion Account Reconciliation Manager has become one of the fastest growing products in the EPM suite. Join us to hear about how clients are realizing the benefits of real-time visibility into the account reconciliation process while ensuring consistency across all reconciliations. We will discuss the standard ARM functionality, some of the customizable features that can greatly enhance your account reconciliation process, and the features that are being planned for future releases.
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
Recipes for the Oracle Cloud: Cooking with OneCloud in Your EPM KitchenAlithya
Ever get frustrated with EPM Automate? Curious about why all the good solutions to your EPM Cloud project have a bunch of shell scripts and command-line functions? Well, during the next few minutes we will cover a few case studies and solutions to those questions and more. We will cover how the product OneCloud fills in the gap and truly offers a total "cloud-based solution" for your EPM Cloud purchase.
OneCloud was built with a non-technical foundation in mind and was built around a graphic interface. It puts control of the EPM Cloud back into the hands of finance. Not only does OneCloud work with Oracle EPM products, it works with a bunch of other "sources/targets" as well.
I will also be comparing the time/cost of using EPM Automate and shell scripts versus OneCloud. Time is valuable and being able to quickly and easily perform daily functions is important. Sit back, relax, and let's dive into how this tool has helped others and start to think about how it could help you.
Hosted by Wayne Paffhausen at the ODTUG Learn from Home Series
In this session you will learn how you can use the supplemental data features within FCCS to gather and report on data in a level of detail greater than what you have in a typical multi-dimensional model. The full range of features, including data input, workflow, integration, and reporting will covered.
Tony Scalese, Edgewater Ranzal Oracle Financial Data Management (FDM) practice director, presented "Getting the Most Out of FDMEE in a Multiproduct Environment" at KScope14.
Become a RESTful Iron Man with ARC (the Application, Not the Reactor)Alithya
The REST API has become increasingly important in the Oracle EPM landscape. For those of us with a limited programming background, getting started in REST “programming” can be intimidating. In this 30-minute session we’ll start with a high-level overview of REST—what is it and how it can be used. We’ll then explore the Advanced REST Client (ARC) and learn how REST requests can be built and tested through this simple, intuitive free application. We’ll conclude with a demo of executing an actual REST request using cURL, which is a free command line utility. By the end of this session you’ll be a REST superhero.
Deep Dive: Financial Close: The Best of Both Worlds - Welcome to the Hybrid...Alithya
Join a selection of our Financial Close speakers for an encore on Thursday to discuss topics such as:
- Using FDMEE to connect ARCS to multiple JDE instances (Seema Shah, Alithya)
- EPRCS on HFM for narrative and XBRL reporting (Megha Chopra, Genpact and Geordan Drummond, Alithya)
- Connecting FCCS to on-premise data sources (Mike Casey, Oracle)
Oracle released the FDM to FDMEE Conversion utility to help companies upgrade from FDM to FDMEE in version 11.1.2.3. Moving from FDM to FDMEE can be a nightmare, but with the right guidance, it can be a lot less stressful. This webinar will cover the following in regards to the FDM to FDMEE migration:
• Prerequisites for converting
• System requirements for converting
• Artifacts that can and cannot be migrated using a migration utility
• What opportunities the FDMEE migration presents to your business
• Nuances in FDMEE that could affect an implementation (for you and your end-users)
• How to build and stick to a conversion plan without running into problems
• Benefits of migrating to FDMEE
• Migration of the application
This powerpoint slide deck is the presentation given at the Microsoft center in Waltham, MA titled Leading Practices and Insights for Managing Data Integration Initiatives.
Topics covered include:
Key Drivers
Approaches and Strategy
Tools and Products
Useful Case Studies
Success Factors
Is a Hybrid solution right for your company? What does a coexist strategy look like? We compare and contrast approaches ranging from traditional Planning and Budgeting Cloud Service (PBCS) to multiple PBCS applications to hybrid PBCS and On-Premise solutions, and finally cross Oracle Cloud solutions such as PBCS to Oracle Business Intelligence Cloud Services (BICS). Presented by Edgewater Ranzal at Oracle EPM Innovation Day Chicago, December 2015.
Keys to the Kingdom: Key Concepts to ARCS Application DesignAlithya
With Account Reconciliation Cloud Service (ARCS) now included in the basket of cloud goodies, the temptation is to tear the packaging and start building. However, even Close & Consolidation experts can have trouble bridging the knowledge gap between more familiar applications (e.g., HFM, FCCS, etc.) and Oracle’s “one-stop shop” reconciliation tool. Incorrect assumptions made early on in the application design can be troublesome later as the project rolls on. Instead, provide your company with a strong foundation by having a firm grasp on functionality, best practice recommendations, and setups for scalability.
In this session, we will discuss how to elicit actionable requirements, review overlooked out-of-the-box functionality, and account for key design concepts in order to establish a strategic enterprise solution for both today and “tomorrow”—giving you the keys to the kingdom!
Enterprise Planning and Budgeting Cloud EPBCS FactsheetJade Global
Enterprise Planning and Budgeting Cloud (EPBCS) helps business owners reduce the use of spreadsheets, maximize performance and plan for the future. Planning and Budgeting Cloud Service (PBCS) and EPBCS in the cloud provide world class premium functionalities in a complete planning, budgeting and forecasting solution.
EDMCS and FDMEE: The Foundation to Wright Medical’s Hybrid EPM LandscapeAlithya
This presentation explores how Wright Medical continues its journey to the Oracle EPM Cloud and how EDMCS and FDMEE are the foundational building blocks that ensure data integrity in Wright’s Close, Forecast, and Reporting processes. Learn how Wright deployed EDMCS to manage master data across two Enterprise Planning and Budgeting Cloud Service (EPBCS) applications as well as Hyperion Financial Management (HFM). It also highlights how EDM is used to dynamically generate data mappings and how FDMEE is the “easy button” that enables data and master data integration across the entire solution.
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Legg Mason’s Enterprise, Profit Driven Quest with Oracle EPM CloudAlithya
This presentation was given at Oracle Modern Business Experience, on 3/21/2019 by Wil Adkins, Managing Director FP&A, Legg Mason and Mike Killeen, SVP, Technology & Strategy, Alithya
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In this session, attendees learn:
• Establishing the foundation in the chart of accounts. Visualize how the right COA design can provide actionable analytics.
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2. Focused On-save Push - pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting.
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The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session.
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Review the configuration required to support showing the default rate on the Responsive UI and the Classic UI time card along with configuring the manager’s ability to override the rate when necessary. In addition, show the setup necessary to support flat dollar amount entries on the time card to pass to payroll.
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Recorded on November 11th and presented by Alecsandra Mlynarzek at the AUSOUG Virtual Connect 2020
https://register.gotowebinar.com/recording/5672708553054083335
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This presentation is ideal for both customers and implementation partners who have not yet embarked on the journey of discovering how dynamic Profitability and Cost Management really is.
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The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
3. COMPANY HISTORY
3
2001
Hyperion
Planning
introduced
to the
market (1st
Essbase
embedded
app)
2007
Enhanced
Consolidation
practice with
world class
capabilities
2009
HPCM
introduced
to the
market –
Ranzal
design
review
2010
Established
Strategic
Finance
practice to
complement
our Planning
expertise
2012
Exalytics &
Performance
Testing Lab
Establish
multi
product
focus &
advisory
Proven business analytics leader with a
history of successful implementations
and continuous growth
1996
Ranzal &
Associates
Founded
2004
Acquired by
Edgewater
2016
Deepened
geographic
footprint
and EPM
Cloud
expertise
2015
Developed
Discovery &
Modern
Data
Architecture
Approach
2014
Introduced
Hosting,
Support &
Managed
Services
Offerings
2018
Ranzal &
Alithya join
forces to
form an EPM/
ERP Cloud
Powerhouse
4. ALITHYA OVERVIEW – EPM & ANALYTICS
4
Comprehensive Business Solutions
Our solutions drive improved business performance
through better decision making, strong customer
engagement, and optimized operations
Deep Partnership Drives Customer Value Adaptable Deployment Models
Diverse Client Portfolio & Industry Expertise
RetailEnergy/
Utilities
Team Highlights
Multiple Oracle
ACEs
Seasoned
delivery team
with avg 8 years
serving clients
Experienced
management team
with avg 15 years in
the company
Certified Cloud
Resources
Enterprise Performance
Management (EPM)
Analytics
Financial Services
Technology CPG and
Manufacturing
Healthcare
Outstanding
Achievement
in Big Data
100 Most Promising
Big Data Solutions
Providers
1,000+ Clients 2,000+ Projects20+ Years
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Training
Services
Intellectual
Property
5. ABOUT THE SPEAKER
> Professionally:
> Working with EPM since 2000
> Vice President of Technology at Alithya
▪ With Alithya (formerly Ranzal/Vertical Pitch) since 2006
> Former Hyperion administrator
> Oracle ACE ACE Director
> Author, blogger, and Twitter-er (@fdmeeguru)
> Personally:
> Husband and proud dad
> Enjoy short distance running (5K)
> Avid foodie (and good wine)
7. WHAT
LEGACY THINKING
> WHAT: Build integrations that are easy to
understand and maintain, perform well
and grow with the business
> HOW: Leveraging the various
technologies that are available to us
> WHY: To ensure data accuracy and
integrity
7
HOW
WHY
8. WHAT
WHY FOCUS ON DATA INTEGRATION
> WHY: We recognize that data is the single
most important component of a financial
system. Commitment to building integrations
that ensure the accuracy and integrity of data
allows us to make business better decisions
> HOW: Evaluating the various tools that are
available to use and leveraging that which is
most appropriate in the pursuit of data
integrity
> WHAT: We build integrations that are
accurate, easy to understand and maintain,
perform well and grow with the business
8
HOW
WHY
9. TERMINOLOGY
> Source System: Any application that contains data needed for the
EPM solution.
> General Ledger, Sub Ledgers (Fixed Assets), Data Lake/Warehouse,
Saleforce.com, Workday HR, Flat file, Excel file, EPM applications
> Target Application: Any EPM application, cloud or on-premises
> ETL / ELT
> Extract: The process by which data is retrieved from a source system
▪ SQL queries, REST API, Proprietary extract mechanisms (ex: DATAEXPORT)
> Transform: Next slide
> Load: The process by which transformed data is inserted into the target
application
9
10. EPM INTEGRATION - DEFINED
> An integration is defined as the unique combination of:
> A source system from which data is Extracted
> A target system to which data will be Loaded
> The relationship that Transforms the source system data model to the
target application dimensional model
> Transformation is a combination of:
> Establishing the relationship between source system fields (columns) and
the target application dimensions
> Changing of the source system codes to the target application dimensional
members (mapping)
10
11. DATA DISCOVERY
> Data Discovery is the business user driven and iterative process of
discovering patterns and outliers in data – “Data Insight”
> Data Integration – sometimes called Data Preparation - is a key
component of Data Discovery
> Describes the process of:
> Identifying data sources
> Understanding data structure within the source system
> Determining relationships between source system and target system
11
12. GOALS OF DATA PREPARATION
> Data Quality
> Accuracy
> Performance
> Scalability / Sustainability
12
13. DATA SOURCES
> Source System Architecture
> On-premises vs. cloud based
> Relational vs. proprietary
> Extract mechanisms
▪ Flat file
▪ ODBC/JDBC
▪ REST API/Web services
14. DATA MODEL
> Data model is defined as:
> an abstract model that organizes elements of data and standardizes how
they relate to one another and to properties of the real-world entities.
14
15. DATA RELATIONSHIPS
> The relationship between the source system data model and the target
application dimensionality determines to which intersection data is loaded
> Data relationships can range from simple to complex and even conditional
based on data values
> Simple, no transformation: G/L natural accounts = target application account
> Simple, transformation required: G/L cost center (10065) defines Function
(Finance)
> Complex: Multiple source system fields determine target dimension value
▪ Ex: G/L Natural Account + Cost Center = Financial Statement Reporting Line
> Conditional: Natural account balance determines target application account
▪ Ex: Debit/Credit Balance determines if Account is loaded to A/R or A/P
> Data relationships can be a combination of one or more of the above types
15
16. DATA INTEGRATION RECAP
> Extract: Inventory the systems from which data will be sourced,
determine the mechanism to retrieve data from those systems and
secure a sample (or full) data set
> Transform: Understand the data model, determine the relationships
between the data model of the source system and the target
application dimensional model
> Load: Validate the E & T activities for:
> Accuracy
> Performance
> Sustainability
16
18. ADDITIONAL DECISION CRITERIA
> Buy vs. Build
> Common Packaged Applications: FDMEE, Cloud Data Management, Data
Maps, Smart Push, OneCloud, ODI, ODI CS (aka DICS), ICE Cloud
> Custom Build: EPM Automate, REST API, Groovy
> On-Premises vs. Cloud
> On-Prem: FDMEE, ODI
> Cloud: Cloud Data Management, Data Maps, Smart Push, OneCloud, ICE
Cloud, ODI CS
▪ All integration tools have some on-premises footprint
> SaaS vs. PaaS
> SaaS: Cloud Data Management, OneCloud, ICE Cloud
> PaaS: ODI CS
18
19. OTHER INTEGRATION CLOUD SERVICES
> Oracle Integration Cloud (OIC, formerly ICS) is a PaaS solution that is
a more robust process orchestration and automation platform than
data integration
> Not intended to handle large volumes of data
> Transformations are rudimentary
> Oracle Data Integration Platform Cloud (DIP) is a PaaS solution that
incorporates machine learning and artificial intelligence powered
features including automated data migration and data warehouse
building, as well as machine assisted data profiling and governance.
> ODI and GoldenGate – large volumes and real or near real-time replication
19
20. EPM AUTOMATE VS REST API
EPM Automate REST API
Pros • Ease of use (command line based)
• Minimal impact due to updates from
Oracle
• Password encryption available
• High level of verbosity on execution status
• Supports concurrent processes natively
• Multi-platform
Cons • Error trapping is rudimentary
• Concurrent processes require multiple
deployments
• More complex (scripting/programming
needed)
• Potential upgrade impact
• Password in plain text (communication to
cloud is encrypted)
Optimal Use • File Transfers • Application maintenance (Dimension Builds,
Mapping Maintenance)
• Application execution (execute data loads,
run calculations)
20
23. TARGET APPLICATIONS
> Defines EPM applications for:
> Inbound data integration (Load)
> Outbound data integration (Extract)
> Register each cube individually using the Prefix option (.220+)
> Remove dimensions not applicable to the cube from the app definition
> Align common dimensions across all registered applications
> Ex: HFM Data Type (Custom4) and EPBCS Plan Element assigned to UD4
> Review application options
> Load Method
> Batch Size
> Drill Options (Enable, From Summary)
> Workflow Mode
23
24. IMPORT FORMATS
> Establishes the relationship between source system fields (columns) and the
target application dimensions
> Works in conjunction with the transformation logic
> Naming Convention: Source_Target
> 20-character limit: Don’t include _IF in the import format name
> Data Types: Numeric and Alphanumeric
> Formats: Delimited (Single or Multiple Data Columns) or Fixed Width
> Multi-column Expressions
> Column: Multiple periods of data such as forecast
> Driver: Multiple data columns for same period
> When adding a period indicator, be sure to complete source period mapping
> Source Column is an alias for the Workbench
24
25. MAPS
> The transformation logic to change a source system field value to a
target application dimensional member
> Maps work in concert with the import format
> The Target field (TargKey) in mapping supports 4000 characters but
the dimension fields on the data table sometimes supports less
> Account: 300, AccountX: 4000
> Other Dimensions Source & Target: 80
> High volume of explicit maps can degrade mapping performance
> Mapping is an art and a science
25
26. QUIZ – RAISE YOUR HAND PLEASE
> Question: What is the processing order for maps?
> Hint: This is a 3-part answer
> Answer: Maps process in the following order:
1. First in order of dimensions: Account, Entity, ICP, UD1
through UD20
▪ Extra Credit: The order in which the dimensions are
processed can be changed on the target application
registration
2. Then within each dimension in terms of type: Explicit,
Between, In, Multidimensional, Like
3. Finally, within each type, data load rule specific maps then
alphanumerically based on the Mapping rule name (non-
Explicit)
26
27. PARENT LOCATIONS
> Benefits:
> Maps can be shared across multiple locations
> Limitations:
> Data Load Rule Specific maps not available for child locations to which the
parent has been assigned
> Natively, All dimensions are shared
> Last one in, wins
> Map import/export must be performed at Parent Location
> Recommendations:
> Create Mapping parent location that will not process any data
27
28. LOCATIONS
> Data container
> Specific to each integration
> Security applied here
> Naming Convention
> Avoid business unit specific names that may
change over time
> End with Target application name (_OEP_FS)
> 20 Character Limit
> Other Considerations:
> Integration Options can be useful for scripting
> Functional Currency is used when integrating with
certain cloud services
28
29. DATA LOAD RULES
> A further subset of the data container
> Naming Convention: Location-Category-Data Type
> 80 Character Limit
> Import format setting is an optional override to the
import format assigned to the location
> Target Options can override the default integration
behavior
> Custom Options can be useful for scripting
> Source Options can be leveraged for automation or
streamlining end user usage
29
30. BATCHES
> Batches allow automation of the workflow process
> Batch Types:
> Data: Direct connection to a source system, flat file with Source Options completed
> Open Batch/Open Batch Multi Period: All integrations
> Batch: Collection of other batch types
> Conventions:
> Always start with Batch_
> Include Target Application Name (ex: OEP_FS) in batch name
> 50 character limit
> Recommendations:
> Avoid data batches
> Leverage Batch type to group different batches into a single execution
> Do not use the underscore (_) character for Open Batch
> Batch Groups can be used to filter but must be considered in concert with security design
30
32. OPA!
> A new light weight On-Premises Agent is coming for Cloud Data
Management that will allow data from on-prem systems to be loaded
to the cloud more seamlessly
> Supports Jython scripting as well as Java
> 4 events: Before/After Extract, Before/After Upload
> Additional technical capabilities:
> Clustering
> Parallel processing
> Synchronous mode with port 443
> Asynchronous mode, no additional ports
32
34. Q&A
> Agenda
> Company History
> Alithya Overview – EPM &
Analytics
> About the Speaker
> Start with Why
> Legacy Thinking
> Why focus on Data
Integration
> Terminology
> EPM Integration - Defined
> Data Discovery
> Goals of Data Preparation
> Data Sources
> Data Model
> Data Relationships
> Data Integration Recap
> Tool Selection Criteria
> Additional Decision Criteria
> Other Integration Cloud
Services
> EPM Automate vs REST API
> Choosing the Right Tool
> Cloud Data Management /
FDMEE Components
> Target Applications
> Import Formats
> Maps
34
> QUIZ – Raise Your Hand
Please
> Parent Locations
> Locations
> Data Load Rules
> Batches
> Safe Harbor
> OPA!
> Bridging the Data Bay
> Recap
> 16 Speaker Sessions
> Find Us
> Contact Information
35. RECAP
35
> Goals
> Data Accuracy
> Performance
> Sustainability
> Criteria
> Licensing
> Data Volumes & Performance
Expectation
> Process Owners
> Functional Requirements
> Application Build
> Think more broadly than a
single integration
> Utilize naming conventions
> Understand data security
requirements
> Remember how the
components work together
> Understand the data model of
the source system to build
“good” maps
> Always plan for automation
36. 16 SPEAKER SESSIONS
36
Monday, 6/24:
• 11:00am – 11:30am (202): Become a RESTful Iron Man with ARC (the Application, Not the Reactor)
• 11:00am - 11:30am (204): Supplemental Data in the Cloud
• 2:15pm - 3:15pm (205): Best Practices for Designing and Building Integrations
• 3:45pm - 4:45pm (611): My Favorite Calc Code
Tuesday, 6/25:
• 8:50am - 9:50am (204): Keys to the Kingdom: Key Concepts to ARCS Application Design
• 10:00am - 11:00am (211): Client Success Story - Oracle FDMEE is the Cloud Data Hub at Legg Mason
• 11:45am - 12:45pm (611): I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use Cases
• 2:15pm - 3:15pm (211): EPM Cloud Integration at CareFirst
• 2:15pm - 3:15pm (611): Empowering Users with Analytical MDX
Wednesday, 6/26:
• 10:15am - 11:15am (201): EPRCS: The reporting Swiss Army Knife
• 10:15am - 11:15am (602): Connected Planning Using EPM Cloud at Opus Group
• 11:45am - 12:45pm (211): Case Study: Using EDMCS to Solve Master Data Challenges
• 11:45am - 12:45pm (201): EPM Data Integration Panel
• 11:45am - 12:45pm (6A): Trend-Based Connected Planning at Vitamix
• 3:30pm - 4:30pm (204): A 2020 Vision for EPM Project Management
Thursday, 6/27:
• 9:30am – 11:00am (609): Deep Dive: Financial Close: The Best of Both Worlds - Welcome to the Hybrid Close
Visit us at Booth # 113
37. FIND US
37
infosolutions@alithya.com
You can email us questions:
Read our blog for insight and
find answers to your questions:
ranzal.blog
Visit our website to find the right
solution and learn how we can
help you:
alithya.com/oracle
38. CONTACT INFORMATION
38
Alithya
1025 Westchester Avenue, Suite 108
White Plains, NY 10604
Tel (914) 253-6600
infosolutions@alithya.com
20 West Kinzie Street
Suite 13046
Chicago, IL 60610
200 Harvard Mill Square
Suite 320
Wakefield, MA 01880
Tony Scalese
Vice President - Technology
Tony.scalese@Alithya.com