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Continuing in our webinar series Finit is proud to present and demo some of the top solutions in Onestream. Join us Friday Aug 19th to learn about our custom developed 3-Dimensional View (aka Audit View) of Cash View
Hear OneStream implementation lead Christine Ong-Estrada review the metadata structure necessary for the 3D View
Advantages of using this method of Cash Flow Reporting and
The use of Dashboards utilized around Cash Flow to guide users through the generation of the Cash Flow Report
In Part II of the presentation, we will detail and demo Application Dashboards that allow you to generate Automated and Dynamic FX Analysis
We will discuss the different reports available
Running a Calculation to save parameters and
Running a Consolidation to calculate the FX Analysis
Lastly, we will focus directly on Dashboards inside of OneStream:
The Actors Workspace - which allows you to set up different sets of Dashboards based on Role (i.e. Accountant, Controller, CFO, etc.)
Guided Reporting
Visual aids - charts, pies, and bars
And much much more...
OneStream Functionality You Might Not be Using (But Should Be)finitsolutions
OneStream has really made a splash since being formally introduced in 2012. Finit Solutions partnered early with OneStream to gain insight into a next generation tool designed by the original creators of HFM and FDM. As of June, 2015 Finit Solutions is involved with 15 OneStream implementations including the very first OneSteam XF client. In the past 3 years we have gained knowledge working with clients on their projects which may be useful to other clients. In this session, we will dig in to a variety of solutions to improve, enhance, and simplify your OneStream implementation or administration. We will go through:
Creating member lists (like all IC accounts), without Business Rules (using where clauses)
Using VB.Net Math functions (like ABS) to simplify confirmation rules
Truly blank rows in a cube view
Pulling Exchange rates into the cube, so they can be used in cube view/ quick view.
Cross-cube calculations
Loading data to "BeforeAdj"
Importing a Matrix Excel file thru workflow
Force Translate to reporting currency (using 3.5 Auto Translation Currencies functionality)
Control which entities are subject to confirmation rules
Pulling Beginning Balances from a different scenario
Presenter: Phil Brosnan
Finit formula and business rule efficiency in one streamfinitsolutions
OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
A complete review of the use cases and anatomy of the mysterious yet powerful Dynamic Member Lists and Dynamic "Point of View" Member Lists
Have you ever wished you could collect certain supplemental data (e.g. PP&E rollforward) at the parent entity level (e.g. legal entity, market, geographical region) instead of at each base entity in HFM? Have you ever wished you could run a FR Report for a group of entities such as a region by just specifying the region entity in the user Point of View? Have you ever wished you could pull a list of active entities based on the year or scenario selected?\
Your wishes can come true with the use of Dynamic Member Lists and Dynamic "Point of View" Member Lists with HFM data forms and BI+ FR Reports. Join us in this webinar to take a deep dive into the application and construction of these member lists. Whether you are a business user, a Hyperion system administrator, or a developer, you will be enlightened by the information presented.
Attendees will learn:
The difference between Static, Dynamic Member Lists and Dynamic "Point of View" Member Lists
The use cases for Dynamic Member Lists and Dynamic "Point of View" Member Lists in HFM data forms and BI+ FR reports
The construction of the data forms and reports leveraging Dynamic Member Lists and Dynamic "Point of View" Member Lists
Presenter: Mary Chan & Grace Xu
Date: 04/27/2018
OneStream Functionality You Might Not be Using (But Should Be)finitsolutions
OneStream has really made a splash since being formally introduced in 2012. Finit Solutions partnered early with OneStream to gain insight into a next generation tool designed by the original creators of HFM and FDM. As of June, 2015 Finit Solutions is involved with 15 OneStream implementations including the very first OneSteam XF client. In the past 3 years we have gained knowledge working with clients on their projects which may be useful to other clients. In this session, we will dig in to a variety of solutions to improve, enhance, and simplify your OneStream implementation or administration. We will go through:
Creating member lists (like all IC accounts), without Business Rules (using where clauses)
Using VB.Net Math functions (like ABS) to simplify confirmation rules
Truly blank rows in a cube view
Pulling Exchange rates into the cube, so they can be used in cube view/ quick view.
Cross-cube calculations
Loading data to "BeforeAdj"
Importing a Matrix Excel file thru workflow
Force Translate to reporting currency (using 3.5 Auto Translation Currencies functionality)
Control which entities are subject to confirmation rules
Pulling Beginning Balances from a different scenario
Presenter: Phil Brosnan
Finit formula and business rule efficiency in one streamfinitsolutions
OneStream is an extremely flexible platform and has really been making a name for itself in the CPM (Corporate Performance Management) market. In addition to everything that the software can do out-of-the-box, at Finit we can customize your application to meet a wide range of complex business requirements. The limits of OneStream's flexibility is based more on the boundaries of consultants' / administrators' imagination and rule building abilities than any real constraints which exist within OneStream itself. Inside OneStream XF there are a variety of modules where rules/calculations can reside and there is ample opportunity for configurations to extend your system's functionality. Types of rules which exist are:
Member Formulas
Business Rules
Transformation Rules
Confirmation Rules
Join us for an explanation of the fundamental principles around creating efficient process and business rules and scripts within OneStream as we focus on:
Minimizing processing time
Decreasing manual application maintenance
Data storage
Script development
Additionally, we will explain Data Buffers / Eval Buffers, and then introduce some of the new functionality that has been developed for the 3.7 release of OneStream XF.
Cash Flow Series, Part I: 2-dimensional vs 3-dimensionalfinitsolutions
Join us for part I of our two-part webinar series on cash flow topics We will explore various approaches to everyone's favorite financial report: the cash flow statement. Learn the difference between the 2-dimensional (using 2 HFM dimensions) and 3-dimensional (using 3 HFM dimensions for additional detail) approaches. We will review different ways to tackle each approach and help you decide which one may be a better fit for your business. A brief overview of the Statement of Cash Flows will be provided - no CPA certification required!
In this session you will learn how to:
Better define and understand detailed aspects of the cash flow statement
Differentiate 2-dimensional cash flow vs. 3-dimensional cash flow
Identify how the approaches, input, and outputs differ between 2-dimensional and 3-dimensional cash flow
Understand and set up 2-dimensional and 3-dimensional cash flow in your HFM application
Presenter: Matt Spencer
Date: 08/17/2018
A complete review of the use cases and anatomy of the mysterious yet powerful Dynamic Member Lists and Dynamic "Point of View" Member Lists
Have you ever wished you could collect certain supplemental data (e.g. PP&E rollforward) at the parent entity level (e.g. legal entity, market, geographical region) instead of at each base entity in HFM? Have you ever wished you could run a FR Report for a group of entities such as a region by just specifying the region entity in the user Point of View? Have you ever wished you could pull a list of active entities based on the year or scenario selected?\
Your wishes can come true with the use of Dynamic Member Lists and Dynamic "Point of View" Member Lists with HFM data forms and BI+ FR Reports. Join us in this webinar to take a deep dive into the application and construction of these member lists. Whether you are a business user, a Hyperion system administrator, or a developer, you will be enlightened by the information presented.
Attendees will learn:
The difference between Static, Dynamic Member Lists and Dynamic "Point of View" Member Lists
The use cases for Dynamic Member Lists and Dynamic "Point of View" Member Lists in HFM data forms and BI+ FR reports
The construction of the data forms and reports leveraging Dynamic Member Lists and Dynamic "Point of View" Member Lists
Presenter: Mary Chan & Grace Xu
Date: 04/27/2018
As more customers consider OneStream for their Corporate Performance Management (CPM) needs we are frequently being asked questions like:
How are other customers using OneStream?
We know how we do "X", but what have you seen other companies do to make "X" better/easier/faster in OneStream?
We want to do "Y", but we aren't sure what it would mean to do "Y" in OneStream?
These questions apply to a wide range of topics. In this and future webinars we will review what Finit has helped companies "do" in regards to the following topics using OneStream:
Automating / Streamlining Cash Flow Reporting
Integrating Multiple Charts of Accounts
Functional versus Natural Account Reporting
Rolling / Seeding Forecasts
Bridge and Variance Analysis
Acquisition Reporting
Multiple Currency Reporting
Hear how Finit has helped companies approach these topics and helped them design and implement solutions that allow them to maximize their OneStream investment.
Presenter: Jay Hampton
www.finitsolutions.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
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
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 - Creative Solutions for FX Analysis in HFM finitsolutions
Finit is honored to host this upcoming joint webinar with our client, YUM! Brands, Inc. Yum! Brands, Inc., based in Louisville, Kentucky, has over 44,000 restaurants in more than 135 countries and territories, Yum! Brands was named to the Dow Jones Sustainability North America Index and among the top 100 Best Corporate Citizens by Corporate Responsibility Magazine. The company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican style food categories. Worldwide, the Yum! Brands system opens over six new restaurants per day on average, making it a leader in global retail development. Jill Baker from Yum! Brands and Mary Chan from Finit will be presenting Creative Solutions for FX Analysis in HFM.
For companies that have local, functional currencies different from the corporate reporting currency FX impact analysis or Constant Rate Analysis may be a simple translation. But many companies today have more complex needs when it comes to FX Analysis. What if your entities submit financial data in the company's reporting currency but operate in a different local currency? For example, an entity in the Czech Republic may have a functional currency in EUR even though the local currency is in CZK. How do you perform FX impact analysis or Constant Rate Analysis for this entity easily in HFM? Yum! Brands has tackled the solution for this in various ways, from the mundane manual calculation in Excel to two different automated creative ways in HFM. In this webinar we will share with you the creative solutions our team and the Yum! Brands team collaborated on to automate translations in HFM.
The webinar will include:
Specific Business Requirements
Application Design Considerations
Setting up the HFM metadata and rules to solve the problem
Execution and end user experience and benefits
Pros and cons of the different options
Presenter: Mary Chan & Jill Baker (Yum! Brands)
Date: 02/23/2018
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
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.
Finit solutions - Automating Data Loads with FDMEEfinitsolutions
Perhaps you are currently running batch processes in FDM and want to understand how you will replicate the setup in FDMEE in the future. Then again, you may have already implemented FDMEE and are up and running with standard data loads but you are looking to enhance your processes through automation. Either way, this webinar will have something for you! We will answer questions such as:
Where do I start? If there is no Workbench with FDMEE, how do I get to "Tools->Batch Processing"?
What is a batch definition?
If I currently have some custom scripting around my standard batch, how can I handle this in FDMEE?
What are my options for working with multiple batches?
Without Task Manager, how do I schedule batches in FDMEE?
Presenter: Deborah Newborn
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
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.
As more customers consider OneStream for their Corporate Performance Management (CPM) needs we are frequently being asked questions like:
How are other customers using OneStream?
We know how we do "X", but what have you seen other companies do to make "X" better/easier/faster in OneStream?
We want to do "Y", but we aren't sure what it would mean to do "Y" in OneStream?
These questions apply to a wide range of topics. In this and future webinars we will review what Finit has helped companies "do" in regards to the following topics using OneStream:
Automating / Streamlining Cash Flow Reporting
Integrating Multiple Charts of Accounts
Functional versus Natural Account Reporting
Rolling / Seeding Forecasts
Bridge and Variance Analysis
Acquisition Reporting
Multiple Currency Reporting
Hear how Finit has helped companies approach these topics and helped them design and implement solutions that allow them to maximize their OneStream investment.
Presenter: Jay Hampton
www.finitsolutions.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
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
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 - Creative Solutions for FX Analysis in HFM finitsolutions
Finit is honored to host this upcoming joint webinar with our client, YUM! Brands, Inc. Yum! Brands, Inc., based in Louisville, Kentucky, has over 44,000 restaurants in more than 135 countries and territories, Yum! Brands was named to the Dow Jones Sustainability North America Index and among the top 100 Best Corporate Citizens by Corporate Responsibility Magazine. The company's restaurant brands - KFC, Pizza Hut and Taco Bell - are the global leaders of the chicken, pizza and Mexican style food categories. Worldwide, the Yum! Brands system opens over six new restaurants per day on average, making it a leader in global retail development. Jill Baker from Yum! Brands and Mary Chan from Finit will be presenting Creative Solutions for FX Analysis in HFM.
For companies that have local, functional currencies different from the corporate reporting currency FX impact analysis or Constant Rate Analysis may be a simple translation. But many companies today have more complex needs when it comes to FX Analysis. What if your entities submit financial data in the company's reporting currency but operate in a different local currency? For example, an entity in the Czech Republic may have a functional currency in EUR even though the local currency is in CZK. How do you perform FX impact analysis or Constant Rate Analysis for this entity easily in HFM? Yum! Brands has tackled the solution for this in various ways, from the mundane manual calculation in Excel to two different automated creative ways in HFM. In this webinar we will share with you the creative solutions our team and the Yum! Brands team collaborated on to automate translations in HFM.
The webinar will include:
Specific Business Requirements
Application Design Considerations
Setting up the HFM metadata and rules to solve the problem
Execution and end user experience and benefits
Pros and cons of the different options
Presenter: Mary Chan & Jill Baker (Yum! Brands)
Date: 02/23/2018
More and more clients are continuing to expand their OneStream investment by radically changing the way they collect information. Given the many ways it's possible to store comments, supporting detail, attachments, etc. OneStream continues to allow users to centralize and streamline their entire close process.
As a continuation of the previous "What's Possible" webinar, we explore the possibilities for collecting "non-numeric" financial data. Find out how companies are using OneStream to efficiently collect and report on:
Supporting Detail - I see a number in OneStream, but what's the detail behind it?
Adjustment Commentary - I want to know who's making an adjustment, when they made it and why?
Supporting Documentation - Where can we store attachments and supporting files that are required for compliance?
User Sign Offs and Questionnaires - Where can we ask questions and collect responses that are required for compliance?
Variance Commentary - why is a number up or down over time or compared to budget?
Bridge Analysis - what's driving the change versus a prior period or versus budget?
Other Miscellaneous Non-Numeric Data Collection Options
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.
Finit solutions - Automating Data Loads with FDMEEfinitsolutions
Perhaps you are currently running batch processes in FDM and want to understand how you will replicate the setup in FDMEE in the future. Then again, you may have already implemented FDMEE and are up and running with standard data loads but you are looking to enhance your processes through automation. Either way, this webinar will have something for you! We will answer questions such as:
Where do I start? If there is no Workbench with FDMEE, how do I get to "Tools->Batch Processing"?
What is a batch definition?
If I currently have some custom scripting around my standard batch, how can I handle this in FDMEE?
What are my options for working with multiple batches?
Without Task Manager, how do I schedule batches in FDMEE?
Presenter: Deborah Newborn
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
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.
Finit - What's Trending: Topics on the Cloud and Infrastructurefinitsolutions
As you are likely aware, we are in a period of tremendous IT-related change in the EPM / CPM solution space. With the acceptance of virtualization to the rise of cloud computing, more options and decisions currently exist that impact how the CFO organization deploys and uses their EPM / CPM solutions. Finit will be conducting an IT-focused webinar geared to business users that will explain the options and decisions that exist for the CFO organization. In this webinar, we will discuss the key IT trends business users should be aware of and how Finit's two software partners, OneStream and Oracle Hyperion, are addressing these trends.
During this webinar, we will review the following:
Cloud computing and key topics
The different types of cloud computing service models
The different types of deployments
How the EPM / CPM software vendors are addressing solutions for the cloud
Overall infrastructure and platform key topics
Virtualization
Key drivers of performance
Backup and recovery approaches
Testing Strategies
Testing approaches during and after implementations
Deployment use case examples
Since its introduction in version 11.1.1.x Oracle Hyperion Profitability Cost Management (HPCM) has allowed companies to gain a deeper level insight into their business performance than ever before. Join us to hear how clients currently tackle profitability questions and how HPCM will help clients provide actionable insights into cost and profitability. We will discuss standard HPCM model functionality, discuss how HPCM drives organizational performance by discovering drivers of cost and profitability, and discuss how you can empower your users with visibility and flexibility to improve resource alignment.
During this webinar we will review the following:
What Profitability means
How clients today answer profitability questions
HPCM models (three models)
Use Cases - How Companies are using HPCM
How HPCM fits into the EPM product suite
Look into HPCM standard model build details
Quick Demo of HPCM model
Features that are available inside the HPCM model
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
Finit how to let go - enterprise archive appsfinitsolutions
Hyperion Enterprise was a great finance tool that revolutionized corporate consolidations and reporting. For some, Enterprise was so great that it's still very hard to let it go!
You may have converted from Enterprise to HFM or OneStream years ago, but you still have 5 or 10 years of historical data in your current system. A few times a year, your CFO or Tax Department asks a question that you can only answer by jumping back into Hyperion Enterprise.
At the same time, you're getting pressure from IT to shut the Enterprise servers down. The risks and costs associated with maintaining 6 year-old unsupported software continue to grow, your budget is slim to none and the timeline for the project is week or two.
What's an Admin to do?
Webinar Topics:
Archiving Enterprise applications in HFM or OneStream
The Flat App Conversion timeline (this can be converted quickly)
How an Enterprise-to-HFM or Enterprise-to-OneStream Flat App conversion can be completed without a full-scale implementation at very low cost
How an Enterprise Archive brings all the data you need from Enterprise
How to replicate the relative simplicity of Enterprise in a 'flat' application
How to design an application to replace the different ways you're still using Enterprise today
How to avoid recalculating, re-translating and re-consolidating data in HFM or OS to match Enterprise logic
How to migrate and reconcile historical data quickly
Finit Hyperion Planning & PBCS Simplified User Interfacefinitsolutions
Learn how to implement Hyperion Planning's Simplified Interface. Enhance and simplify the user experience with demonstrations of customization techniques and tips for guiding the user through the planning process. See examples of existing applications that were converted from the classic interface to the simplified interface. Leave this webinar knowing how to implement the simplified interface.
Webinar Agenda
Simplified Interface: What is it?
Simplified Interface vs. Workspace
On premise vs PBCS
Tablet / Mobile Access
Customization
Design Considerations: Features not in Workspace
Demonstration
Sky Is The Limit: Extending Oracle PBCS Beyond The Finance DepartmenteCapital Advisors
Join us for this free on-demand webinar where we examine the features and design considerations you will need to make when creating an operational planning model.
Many organizations don't realize that they can use Oracle Planning and Budgeting Cloud Service (PBCS) to build operational models that enable departments with analytic capabilities against granular non-financial data, while ensuring easy integration with the organization’s financial plans.
Watch the entire session at: http://ecapitaladvisors.com/webinar-oracle-extend-pcbs-beyond-finance/
Mitchell & Associates JD Edwards EnterpriseOne 9.2 One
View Reporting for Financial Statements Presentation at Quest INFOCUS 2016.
Empower your financial users to design, create,and generate financial reports and statements with this latest update.
OBS is a Recurring Billing & CRM Platform meant for Organizations offering services through recurring mode. OBS is in production use @ over 11 countries spanning from Europe, Africa & USA.
OBS Customers are ranging in Digital To Terrestrial operators, Internet Service Providers, Pay-TV Operators, IPTV Operators, Over the Top Operators & Wifi Operators.
OBS is integrated with some of the well knows CA & Middle-ware systems.
These slides are from the Metrics-Based Process Mapping webinar delivered 09-29-2021.
Companion resources:
• View the recording - https://tkmg.com/webinars/metrics-based-process-mapping-3/
• Buy the book - https://tkmgacademy.com/products/metrics-based-process-mapping/
• Take the TKMG Academy course - https://tkmgacademy.com/courses/metrics-based-process-mapping/
This is the presentation from our Sage 100 (MAS 90/200) user group meeting in San Antonio, Houston and Denver. During this presentation we talked about what's new in v2018 and some Year-End processing tips. Want to attend a user group in your city? http://www.bcsprosoft.com/sage-100/user-groups/
This Paper was presented by me in Collaborate 2016 Conference. A research based presentation for Oracle Payables discounts, Which is a common issue across organizations as it involves multiple root causes.
This presentation covers Sage X3 year-end planning including: period-end close process including a checklist for your GL, financial data extraction and reporting, and compliance.
Manage Company Audit, Tax Audit & Trust Audit
Auto generation of A/c Statements through Trial Balance
Balance Sheet
P & L A/c
Trading A/c
User definable Head,Group,Subgroups & Account
User definable schedules with sub group break-up
Report format as per Revised schedule VI
Auto fill up of Audit forms
3CA,3CB,3CD with annexure
Automatic Carry forward of
Balances to next year
Form 3CD Answers
Trial Balance Entry in :
Head Group &Sub Group Format
Direct Entry in Debit/Credit Format
Data Import Facility From Various Given Formats
Direct entries in final accounts format
In 3CD Report
Horizontal/Vertical printing option
Help for selection of answer from available options
CARO Report
Facility to select answer from available option
Data Import facility from
Tally/SDF/DBF/Text File
Excel file format in trial balance
Creation of Multiple Master Copy of :
Director’s Report & Annexure’s to Director’s Report
Notes to accounts
Notes to form 3CD
User definable Header&Footer(auto)
Predefined Annexures with form 3CD
Selection of Multiple Auditors
File Manager to modify forms & statement &
lots of other features..............
Assessments, scales, and scoring: How to track progress in ApricotJeffrey Haguewood
In this presentation, we review best practice form design models and Apricot tools you can use to track and report on participant assessment data in Social Solutions’ Apricot Core and Apricot 360 software. Learn what to consider when getting started on form design, the 4 most common approaches to tracking assessments in Apricot, and the top 3 approaches to reporting on assessment scores, averages, and progress using Apricot Standard Reports.
Watch the video:
https://youtu.be/hJTjaOrlntM
About Sidekick Solutions
Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions’ Apricot Core and 360 software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.
sap fico online training with 4 months unlimited SAP Access.ERP Training
We are providing SAP Online training with 4 months unlimited SAP Access.and training videos recorded the session with live project scenario and interview questions answers documents
please visit URL http://www.erpidesmaterial.com/index.php?route=product/category&path=67
www.erpidesmaterial.com
contact +91-8421123529
Lumberjack: Finit's Oracle EPM - Hyperion System Monitoring Toolfinitsolutions
Actionable insight on how your Oracle EPM system is performing and how to fix it
As we all know, the back-end of our Oracle EPM systems have become more and more complex. Not only does it take longer to install, but it requires both Hyperion experience and IT involvement to properly monitor and support the environment. Finit's Infrastructure Group has been involved with some of the most complex Oracle EPM environments in the United States. As a result, we have developed our own in-house tools to assist clients with Performance Monitoring, System Tracking, System Logging, Crash Analysis, and Infrastructure Best Practices. Finit has refined these tools and has incorporated them into a packaged solution called Lumberjack.
Please join us on Friday July 20th to learn about Lumberjack. Frank Zidar, head of Finit Infrastructure, will be your host. In this webinar we will provide an overview of Lumberjack and discuss how several clients are leveraging the tool to monitor their Oracle EPM environment's efficiency / performance and triage degradation in performance, systems errors, and alerts. As a result of the use of Lumberjack, many organizations have gained better insight into how to keep their EPM environments healthy and keep end users happy!
Presenter: Frank Zidar
Date: 07/13/2018
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
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
The Support Policies and Technological Details you need to make informed decisions
As you are probably aware, it has been challenging to understand and navigate On-Premise Oracle Support Policies and Third-Party Compatibility (Excel, Windows, SQL, IE, etc.). Fortunately, we are here to help as it impacts all of us in the Oracle-Hyperion world in terms of planning for future projects, and deciding when (or if) to upgrade. At Finit, we have worked through various scenarios for our clients after distilling all this information from Oracle. We have condensed this down into a 30-45 minute presentation which will review how the Oracle EPM Roadmap affects you along with the various options available.
Topics:
The 'State of EPM' and a review of Oracle EPM versioning and support dates.
End of Premier Support for 11.1.2.3, March 2018, what does this mean?
What are your options? What are your peers planning moving forward? What should your organization be thinking through?
Who Should Attend:
We will cover a range of topics geared toward the state of EPM, Premier Support and options moving forward. Attendees should include:
Finance/Accounting Leaders within your organization looking to enhance knowledge within their EPM systems and the current EPM roadmap.
System Administrators and technical support personnel eager to understand the Oracle Roadmap and how it affects them.
Before hybrid mode capabilities were available, multiple cube solutions that blended the power of block storage (BSO) and aggregate storage (ASO) cubes were often used to provide the most efficient Essbase solution. These solutions allowed developers to utilize the robust calculation capabilities of BSO along with the rapid aggregation capabilities of ASO. With the availability of hybrid storage mode, these multiple cube solutions can now be simplified into a single hybrid cube.
In this webinar, Dennis Hogan will present:
A case study to:
Determine the impact of using hybrid storage and how it addressed key concerns of a 2 cube solution
Determine how the hybrid approach will optimize performance
The process of converting one multi-cube solution into a single hybrid cube
The good, the bad, and the ugly of the hybrid cube conversion process
The feasibility of a hybrid cube solution - Is it for you?
Presenter: Dennis Hogan
Date: 05/19/2017
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
Finit - what would happen greatest hits and disasters finitsolutions
Ever wonder what would happen if you changed the currency on an entity? Or switched an account to be IsCalculated? Or renamed an account? Have you made metadata changes and loaded the file without the check integrity flag? Oracle ACE Chris Barbieri revisits these and other HFM topics, taking a Mythbusters approach by:
Defining the myths
Setting up the tests
Explaining what happens "under the hood" so you can more deeply understand What would happen if I did... in HFM
Presenter: Chris Barbieri
Date: 02/19/2016
Catagory: Financial Management (HFM)
Finit solutions - The Benefits of a Rolling Forecastfinitsolutions
In today's highly competitive economic environment, successful companies must rapidly adapt to fluctuations in operational and economic strategies. Having a rolling forecast allows companies to:
Anticipate change and promptly respond to immediate needs
Proactively address long term financial consequences to the business that are not realized through traditional annual forecasting and planning methods.
Extend forecasting cycles further out
Standardize the forecast process
Create forecasts rapidly
Emphasize key drivers
Join Bryan Hogan and Justin Cooper both from Finit's Hyperion Planning team as they discuss the functional benefits of Rolling Forecasts:
What are the key areas of focus for a Rolling Forecast?
How can a Rolling Forecast benefit my company, my division, my Cost Center?
Will a Rolling Forecast create more work for my analysts? Or will it actually reduce work over time?
Why are many companies using rolling forecasts now? And....
How to implement a Rolling Forecast in Hyperion Planning "out of the box" or by utilizing a more customized solution.
Presenter: Bryan Hogan & Justin Cooper
Where Did That Come From? Techniques for Debugging HFMfinitsolutions
Fellow HFM administrators, power users, and anyone else who has had to fix an HFM rule: have you ever wished you could see, understand, and fix what is going on? Have you ever asked yourself:
Where did that error come from?
Why is this number multiplied 12 times?
Is the override number coming from Sub Calculate or Sub Translate?
Does this condition even do anything?
This calculation is incorrectly running on Revenue accounts.
The calculation is correct but I'm not getting any results...
Oracle Ace Chris Barbieri shares multiple techniques for setting up classic vbscript rules to capture debugging information and how to correct these common problems.
Presenter: Chris Barbieri
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
Introduction to Oracle Hyperion Planning - New Features in 11.1.2.4finitsolutions
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In March, with the release of 11.1.2.4, Finit's HFM and FDM teams presented deep dives on each product to provide our clients with information as quickly as possible. Continuing our focus on version 11.1.2.4, Finit is hosting a webinar on what is new with Oracle's Hyperion Planning in version 11.1.2.4. Finit's Planning Team will be presenting on the new features in Oracle's Hyperion Planning with a key focus on the simplified interface. Oracle Hyperion Planning's simplified interface is making it easier for busy administrators to manage their Planning applications by providing easy-to-navigate pages that help to accomplish common tasks much more quickly. In addition, we will be exploring:
Form enhancements
Drag and drop dashboards
Diagnostics
Additional features and enhancements
Presenter: Chris Harris & Dennis Hogan
Upgrading to 11.1.2.4 and Other Technical Considerationsfinitsolutions
In June, Finit hosted the last in our 5-part series on the new Oracle EPM version 11.1.2.4, which was released in February of this year. Finit has done extensive testing in our own labs on version 11.1.2.4 and we have several clients migrating to 11.1.2.4 now. During this webinar we will be focusing primarily on the technical aspects around upgrading to 11.1.2.4. We will also be taking a detailed look into some options for deploying your EPM environment, performance, and managing the environment(s). Join us for details on items such as:
Upgrading to 11.1.2.4
Technical Options for your upgrade and how these effect the cost and timeliness of your project
"In-Place" upgrade versus 'New- Hardware'
Benefits of Virtualization
Exalytics - what does it mean for the future of Oracle EPM (and more specifically....HFM)
Third Party Compatibility
Disaster & Recovery / High Availability
What do these key terms really mean and does your organization actually 'practice what they preach' when it comes to this area?
Presenter: Dawn Mathews & Frank Zidar
Supplemental Data Manager - What is it? What are some use cases? How do I get...finitsolutions
If you're struggling with a place to store/consolidate/reconcile Excel spreadsheets and unstructured, textual data from sources outside your existing EPM tools, this webinar is for you! Supplemental Data Manager (SDM) is a new module included with Hyperion Financial Close Manager (FCM) version 11.1.2.4 released earlier this year. During the webinar we will provide examples of how SDM can be used to centralize data collection of textual and unstructured data, and provide controls around processes which are currently very manual and spreadsheet/email-driven for most companies.
Financial footnotes are required for SEC compliance and are an integral part of Financial Statements. The SDM module helps companies streamline the supplemental data collection process and introduces visibility as well as efficiency into the process. It provides a simple user interface to design flexible data models required for collecting complex information from stakeholders for Financial footnote disclosures.
Webinar content will include:
SDM Introduction & General Product Overview
SDM Key Product Functionality
Metadata\data integration with Oracle Hyperion Financial Management
Posting\Drill back to\from Oracle Hyperion Financial Management
Flexible attribute creation and formatting
Data Validations and Calculations for attributes
Configurable frequencies\data collection periods and unlimited levels of approval
Flexible data set design enabling administrators to create custom data entry forms
Powerful filtering and ad-hoc reporting capabilities
Pre-built dashboards for monitoring status of the data collection process
Full integration with Smart View to simplify data entry
SDM Use Case Overview
SDM Module Demo
Design Approach for Implementation
Presenter: Erich Ranz
Data options with hyperion planning and essbasefinitsolutions
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One of the great things about Essbase and Hyperion Planning is how you can design and configure them to fit virtually any analytic reporting need your business has. Well, the same goes for data movement into and within these tools. For our upcoming webinar we will explore several creative options around moving data for Planning and Essbase. We will review Hyperion Planning's "Map to Reporting Application", EPMA's Data Synchronization, FDM, XREF, XWRITE, Partitions, native Load Rules, HFM's Extended Analytics, EAL, and a few other options for Hyperion Planning and Essbase. We will then further explore moving data between other applications and other products like HFM and various reporting solutions. During this webinar you will see several methods demonstrated including:
Planning's Map to Reporting
DATAEXPORT
Load Rules
Partitions
If you have ever thought about using a data movement feature just because it is available we will take a look into why this may not always be the best choice.
Presenter: Cindy Eichner
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
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.
3. The Finit Family
Slide 3
Fully aligned with
our clients, not just
bottom line $
No debt or external
ownership
Work with Finit
employees, no
subcontractors
Compensation
based on CLIENT
SATISFACTION
PRIVATELY
OWNED
CLIENT
SATISFACTION
NO
SUBCONTRACTORS
DEBT FREE
5. Slide 5
Finit Customer Success
Our values, culture, and approach to
becoming a trusted advisor to our
customers has led to
100% customer success
for every Finit client (250+) and for every
Hyperion and OneStream project (800+)
8. About the Presenter
Slide 8
Christine Ong-Estrada
(cong-estrada@finit.com)
Certification/Education
• MBA – Business Administration
(Babson College)
• BSC – Business Management
• BSC – Information Technology
• HFM Certified
Experience
• 3 years with OneStream
• 11 years with HFM
• 11 years with FDM
• 15 years of EPM / CPM experience
10. Cash Flow Reporting Needs
• Indirect cash flow method
• Tabular format reporting (Accounts in column and Cash
Flow activities in row or vice versa)
• Accounts cash flow activities audit report
• List of accounts per cash flow activity
• Need to verify change in account is equal to its cash
activity
• Need to verify total accounts net activities equal the cash
movement
• Ability to enter comments
Slide 10
11. Cash Flow Audit Reporting Solution
Slide 11
• Metadata structure allows tabular format reporting
• Automated cash flow calculations and manual cash flow
adjustments
• Customized cash flow dashboard solution
• Task list for cash flow preparation process
• Allow users to select parameters for specific task
• Instant cash flow statement view
• Generate cash flow reports and audit reports
12. 3-D (Audit View) Cash Flow - Metadata
Slide 12
• CF Accounts representing balance sheet summary accounts
• CFL Flow members representing cash flow activities
• Origin dimension for data source (Import for calculated data, Forms for Adj)
26. More Cash Flow Audit Reporting
• Drill down by entity, cash flow account or activities
• Drill down with formula explanation (source accounts
and calculations)
• Link related cube views or reports
• Done by simply right clicking on a cell then selecting
Slide 26
28. Confirmation Rule for Cash Flow
Slide 28
• Checks each entity/each cash flow account for out of balance
29. Audit View Cash Flow
• Admin Maintenance Required
• Add new summary accounts to ensure all accounts are covered in
the cash flow
• Make sure trial balance data, rollforwards, override entries are
complete
• Check all entities’ cash flow tie
• Additional auto calculation in cash flow (if required)
• Can be attached to a workflow as dashboard or form
• Use confirmation rule to check that all accounts tie for all entities
***Minimal maintenance required for Admin
Slide 29
31. Actor Workspace (AWS)
• OneStream solution
• Available in XF MarketPlace
• Predefined dashboards for different user types:
• Executive
• Controller
• Administrator
• Install with Close Manager (another OneStream solution
in XF MarketPlace)
• User friendly
• Easy navigation to workflows and reporting solutions
• Administrator messaging capability
• Close schedule
Slide 31
32. Accountant Workspace
• Customized workspace for accountants
• Easy one-click access to current workflow
• Easy one-click access to workflow status
• Message board
• Close schedule
• Easy navigation to reporting and analysis solutions
• Guided Reporting
• FX Analysis
• Cash Flow
• Excel Reporting
• Training / Videos
Slide 32
39. Dynamic FX Analysis Solution
Slide 39
• Ability to select Scenario, Year, Period dynamically.
• FX Analysis @each account level
• FX Analysis @ each foreign entity
• Use the base exchange rate and not use derived rate
when calculating Performance Variance.
40. FX Analysis Dashboard – Set POV
Slide 40
• Allows users to select the Compare and Base POV.
49. Guided Reporting
• XF Marketplace Reporting Solution
• Objects consist of dashboards and cube views
• User-Friendly and dynamic reporting tool
• Streamlined reporting solution
• Can be customized according to client’s reporting
requirements
• Minimal user training (minutes, not hours)
Slide 49
52. Thank You for Attending!
Slide 52
Today’s Presenter:
Christine Ong-Estrada
Cong-estrada@finit.com
General Questions:
Greg Barrett
gbarrett@finit.com
Copy of the slides or
Recording:
Email us for a copy of the slides or a
link to the recording
insights@finit.com
Past webinars:
www.finit.com/webinars
Follow us on Twitter for
updates:
@Finit_Solutions
