The document outlines two case studies on cloud migration, highlighting the experiences of Fair Isaac Corporation (FICO) and Brunswick Electric Membership Corporation (BEMC), including the challenges faced and benefits realized post-migration. Key aspects include reduced internal support costs, enhanced user experience, automated upgrades, and improved analytical capabilities. Best practices for successful cloud implementation emphasize education, leveraging existing tools, and ongoing support management.

1. EPM Cloud in Real
Life: 2 Real-world
Cloud Migration
Case Studies

2. www.datavail.com 2
Presenter
Doug Hahn, Principle Solution Architect
23+ years' experience in IT
Over 10 years as a consultant for large firms including Oracle
and IBM
Deep technical knowledge in Infrastructure, EPM, ERP,
Application Management Services (AMS), BI and Cloud
Solid understanding of business capabilities in Finance, HR,
Legal, Compliance and Internal Audit
Presents regularly at local SIG's/GEO's and national users
groups and conferences such as Collaborate and Open
World
OAUG Speaker of the year 2017

3. About Datavail

4. www.datavail.com 4
We are data
specialists:
Databases,
Analytics, and
Application
Data Integration
Largest data management firm in North America with
over 800 DBA’s and 200developers /
consultants delivered in an onshore/offshore, 24x7
model
13+ years delivering data services
400+ customers with average customer life
of 7 Years

5. Visit the Datavail
Sponsor Table
Visit our table to WIN a pair
of Bose QuietComfort Noise
Canceling Headphones.
Mention you attended our
presentation for an
additional entry.

6. www.datavail.com 6
Agenda
Case Study - Fair Isaac Corporation (FICO)
Case Study - Brunswick Electric Membership
Corporation (BEMC)
Best Practices
Q&A

7. Case Study –
Fair Isaac
Corporation (FICO)

8. www.datavail.com 8
Background
On-premises Planning application (11.1.2.2)
Utilizing Workforce Planning module
Initial install 5+ years old
~25 users
Inbound and outbound interfaces
Income statement focus
Partially-built Balance Sheet and Cash Flow

9. www.datavail.com 9
Contemplating upgrade to 11.1.2.4
Wanted to remain on premiere support
Wanted to make changes
• Add/enhance calculations
• Update data model
• Simplify user experience
Likely facing application rebuild
Reasons for Change

10. www.datavail.com 10
Lower internal support costs
• Decommission hardware
• Re-allocate IT support personnel
• No periodic “big bang” upgrades
Automatic upgrades
Convenient access
• Mobile device interface
• Mobile report access
IT strategy alignment *
Why Cloud?

11. www.datavail.com 11
Single sign-on (SSO)
No performance decrease *
• Form open/save time
• Batch calculation time
More detail
• Additional dimensionality
• Larger dimensions (e.g., Customer and Vendor)
New calculations
The beast must live on
Key Requirements

12. www.datavail.com 12
~3 month effort*
Client resources
• Functional lead
• Technical lead
Partner resources
• Project manager (partial)
• Senior EPM consultant
• Engagement manager (partial)
Leveraged existing on-premises artifacts
The Project

13. www.datavail.com 13
Improved user experience
• Fewer inputs
• Reduced save/calculation times
• Mobile device access
Enhanced analytical capabilities
• Beast evolves to Mega Beast
• Revenues by customer
• Expenses by vendor
• Refreshed every 2 hours
Aligned with IT strategic direction
Outcome

14. Case Study –
Brunswick Electric
Membership
Corporation (BEMC)

15. www.datavail.com 15
Manual, Excel-based process
Single person responsible for:
• Preparing, distributing templates
• Receiving completed templates
• Aggregating results
~25 department heads involved
Limited reporting/analysis
Background

16. www.datavail.com 16
Standard Excel-based process woes:
• Time consuming to create, distribute templates
• User alterations to templates
• Difficult to aggregate
• Macro nightmares
Limited reporting and analysis capabilities
(manual)
No scenario/what-if analysis
User buy-in issues *
Reasons for Change

17. www.datavail.com 17
Easier, faster to execute
“Smaller” project
Very limited IT involvement
No infrastructure required
No ongoing internal IT support required
Lower up-front costs fit with budget
Automatic upgrades
Why Cloud?

18. www.datavail.com 18
~2 month effort
Client resources
• FP&A Manager
Partner resources
• Project manager (partial)
• Senior EPM consultant
Limited initial scope to accelerate
implementation *
The Project

19. www.datavail.com 19
Significant process efficiency gains
• No more Excel templates
• Users enter data directly
• Aggregation is automatic
Enhanced analytical capabilities
• Smart View
• Process efficiencies freed up time for analysis
Perfect Cloud success story
Outcome

20. Best Practices

21. www.datavail.com 21
Up-front Education *
• Clients
• Understand new possibilities with the cloud.
• Ask if X is possible, even if you are convinced it isn’t.
• Partners
• Inform clients to increase participation in key decisions.
• Make recommendations, not decisions.
Agree on high-level approach
• Implement based on as-is functionality?
• Enhance now or adopt phased approach?
Best Practices

22. www.datavail.com 22
Leverage Oracle’s acceleration tools
• Metadata templates
• Prebuilt module content
Know where to find help
• Oracle training resources
• Oracle Cloud Customer Connect (https://cloudcustomerconnect.oracle.com/)
• Academy – links to Oracle help videos
Consider the post-go-live landscape *
• Ongoing administration
• Periodic maintenance
• Hypercare – be the face of support
Best Practices

23. www.datavail.com 23
Don’t Skimp – Even if on-premises to cloud *
• Conduct requirements and design activities
• Training – focus on differences
Take advantage of monthly releases
• Review release notes for new functionality
• Review features in Test instance before Production update
Be familiar with monthly release cycle
• Release notes posted on last Friday of every month
• Test instances updated first Friday of every month
• Production instances updated two weeks after Test
• To defer update, open an SR with Oracle support on the Wednesday prior to update
Best Practices

24. www.datavail.com 24
No-lift and shift – focus on your business processes/users and understand the
product before designing
Watch for, and take advantage of, releases and patches – test and verify, find
a partner that is connected with the product team
Plan budget and time for Hypercare – be the face of support, use existing
support processes
Key Takeaways

25. Q&A

26. Thank you
Stop by the Datavail
Sponsor table to win
Bose headphones!
1-866-818-6833
www.datavail.com