Greg Briscoe is the Director of Governance and MDM Delivery at US-Analytics. He has over 30 years of experience in finance and business technologies. The presentation discusses how Oracle Data Relationship Management (DRM) can help organizations save 30% on general ledger redesign/upgrades. DRM allows organizations to load, compare, blend, and validate hierarchies to accelerate transformations like ERP upgrades. It also enables single version governance of dimensions across systems to simplify routine change management.

1. Greg Briscoe
Director, Governance and MDM Delivery, US-Analytics
How to Save 30% on
Your General Ledger
Redesign/Upgrade with DRM
Oracle Data Relationship Management & Governance
4.26.16

2. 2
AGENDA
Introductions1
What Drives Finance Transformations?2
Understanding DRM and a Better Way
to Manage Transformation
3
Key Takeaways and Next Steps4

3. 3
Director of Governance & Master Data Management Sales & Services
Meet Greg
 Has been working with Oracle products since 1990 — the past 13
years have been focused on Oracle Data Relationship Management
(previously with Razza Solutions, and Hyperion)
 More than 30 years experience in finance and developing business
technologies
 Experienced in project, program, and quality management for
implementation delivery and software development
 Successfully managed multiple projects with budgets in excess of
$70 million
 Has been involved in all aspects of consulting — as a Director of Oracle
Consulting’s Hyperion and BI data integration team for over 5 years,
Greg provided support for Engagement Management, Solution Design,
Project Management, and Services Sales

4. 4
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5. ABOUTUS-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
Data Governance
Business Intelligence
Financial Close & Consolidation
Planning & Forecasting
Solutions
Data IntegrationTraining
Accolades
– Original Oracle Hyperion and Pillar Partner
– Oracle Hyperion Financial Management 11
– Oracle Hyperion Planning 11
– Oracle Essbase 11
– Oracle Data Relationship Management 112013, 2014, 2015
2015 Oracle TOLA
EPM Partner of the Year

6. 6
US-Analytics helps hundreds of the nation’s largest and brightest companies
bridge the gap between business goals and IT deliverables.

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AGENDA
1
What Drives Finance Transformations?2
Understanding DRM and a Better Way
to Manage Transformation
3
Key Takeaways and Next Steps4
Introductions

8. 8
ERP Upgrades, Redesigns, M&A, Consolidations,
Divestitures, Restructures…
Financial
Transformation
& ERP Support
Business
Transformation
& Alignment
Enterprise
Performance
Management
• Chart of accounts mgmt
• GL consolidation /
reduction
• GL migration / upgrades
• EBS / PSFT / Fusion co-
existence
• Consolidation hierarchies
• Account mappings
• Corporate (B2B customer)
hierarchies
• Salesperson / territory
hierarchies
• Employee / role
hierarchies
• Supplier hierarchies
• Business taxonomies
• Planning hierarchies
• Consolidation hierarchies
• Management & financial
reporting hierarchies
• Profitability structures

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Benefits of Using DRM for Finance Transformations
• 20-45% lower IT costs synchronizing changes
• 25-55% lower costs for business owners
maintaining manual spreadsheets
Cost Savings
• Eliminate duplication of effort
• Provide common interface to global customers
• Enable global sourcing relationships
• Build foundation for shared services
Common
Processes
• Eliminate duplicate controls
• Minimize manual effort
• Run what-if scenarios to negotiate changes
• Reduce controls testing and audit costs
Better
Governance, Risk
& Compliance
9

10. 10
We Can Save With DRM
 Achieve quicker time to value if you upgrade
with chart of account migration utility
 Significantly reduce implementation costs
with functionality to validate new structures
before applying
 Save on travel and setup for training costs
with packaged and personalized training tool
 Drastically lower the time and cost to
document all upgrade changes with a self-
documenting utility

11. 11
 10Q/K Filings
 XBRL Filings
 Product Analytics
 Financial Management Reporting
 GM Plan/Forecast
 Revenue Plan/Forecast
 Strategic Planning
 Treasury Management
 Sarbanes-Oxley
ERP upgrades, redesigns, M&A, consolidation, and divestitures
have a HUGE impact on the enterprise. Not a relative thing!
 General Accounting
 IFRS Reporting
 GAPP/Local Statutory
 Tax Reporting
 Intercompany
 Financial KPIs
 Financial Analysis
 Capital Planning
 Workforce Planning
Financial Change Management

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It pays to be world-class: significantly lower total cost of finance as a % of revenue
Enterprise Data Quality

13. 13
Impact of Data Quality on Reporting
“Only 30% of BI/DW implementations fully succeed. The top
two reasons for failure? Budget constraints and data quality.”
- Gartner
“More than 50 percent of data warehouse projects will have
limited acceptance, or will be outright failures, as a result of a
lack of attention to data quality issues.” - Gartner
“It does not really matter how good your management
sponsorship or your business-driven motivation is. If you do not
have the data, or the data does not have sufficient quality, any
EPM/BI implementation will fail.” - Kimball

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AGENDA
1
What Drives Finance Transformations?2
Understanding DRM and a Better Way
to Manage Transformation
3
Key Takeaways and Next Steps4
Introductions

15. 15
Most Typical Uses
DRM: Enterprise Transformation Enabler
DRM for Enterprise Performance Management
BI/Management & financial reporting hierarchies, profitability structures
DRM for Financial Transformation & Alignment
Chart of accounts mgmt., GL consolidation / reduction GL migration / upgrades EBS /
PSFT / multiple-Ledger/ERP co-existence, consolidation hierarchies, account mappings
DRM for Business Transformation & Organization Alignment
Corporate (B2B Customer) hierarchies, salesperson / territory hierarchies, employee /
role hierarchies, supplier hierarchies, product/brand hierarchies
DRM for Reference Data Management
Business taxonomies, value sets, types & codes, standards, mappings, etc.

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Save Time, Avoid Excel (!), and Improve Quality & Governance
Projects & Transformation
Major projects & transformations
 Chart of account consolidation / restructuring
 Planning, budgeting, and other “what if” scenarios
 Finance transformation initiatives
 Systems upgrades and platform migrations / roll-out
 Product rationalization
 Organizational restructuring
 Mergers & acquisitions & divestitures
Staffing efficiencies
 Simplify hierarchy change process in a multi-user
environment
Eliminate use of multiple spreadsheets
 Spreadsheets are inefficient:
 Single-user with limited security
 Hold only a static snapshot of the original data
 By contrast, DRM provides:
 Multi-user environment with complete audit trails
 Query, compare and blend functionality to identify
similarities, differences, homonyms, etc.
 Inter- and intra-hierarchy mappings
 Validations for complex code blocks
Merger activity can
be some stormy
weather

17. 17
Legacy ERP
EBS r11
Example: ERP Upgrade
Accelerate Transformation
EBS r12
Oracle DRM • Load
• Compare
• Blend
• Validate
• Delegate
• Remediate

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DRM Unique Features
• Load and analyze multiple versions of source
hierarchies
• Compare hierarchies side-by-side
• Multi-user, secure environment, with complete
audit trails
DRM Benefits
• “Future state” hierarchies can always be
compared against earlier “current states” to
identify evolving changes
• Collaborative environment to support re-orgs,
finance transformations, M&A activity…
Analyze & Align Multiple Versions of Dimensions
Accelerate Transformation with DRM

19. Managing Routine Change
“Single version of the truth” with DRM
• Change hierarchies once, in one location
• Eliminate parallel maintenance processes
• Reduce risk of keyboard errors & misinterpretations
• Increase consistency through the use of automation
• Align enterprise dimensions across systems/platforms
• Enforce business rules with consistency
• Maintain mappings with referential integrity
• Complete change tracking & roll-back
• Generate different subsets, levels and attribution for
each target systems whilst retaining alignment
• Simplify maintenance of alternate roll-up structures
(eg. ‘Legal’ vs. ‘Functional’ reporting)
Leveraging a “Single Version of the Truth” for dimensions
Staffing efficiencies
 Reduced headcount for routine maintenance
 Efficiencies increase as ‘Center of Excellence’ for
enterprise dimension management matures
 Simplified audit of critical hierarchy changes
Simplify financial close cycles
 Remove hierarchy maintenance from critical path
 Reduce risk of delays to close cycle
 Reduce risk of reconciliation errors
Managing change with
spreadsheets?
….a hopeless search

20. 20
Typical Change Management Process
YTD Revenue
$13,169,129
YTD Revenue
$13,160,016
YTD Revenue
$12,120,023
Consolidation
(HFM)
PeopleSoft EUPeopleSoft US EBS R12 SAP
OBIEEPlanning
IT Admin
Offshore SAP Team
OBIEE DBA
EPM Admin
“Err - what happened?”
“I want to change
an account …
how do I do
that?”
YTD Revenue
$13,986,256
YTD Revenue
$11,998,587
YTD Revenue
$12,876,248
YTD Revenue
$13,169,889

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Stimulus for Change May Come from Anywhere

22. 22
Mappings Everywhere

23. 23
Consolidation
(HFM)
JD Edwards
With Oracle Data Relationship Management
PeopleSoft US EBS r12 SAP
OBIEEPlanning
Oracle DRM
Immediate feedback from governance process
“I want to change an
account … I’ll submit
a change request via
DRM”
Change request validated

24. 24
Most Common Needs for Enterprise Data Governance
1 - Manage Routine Change
 Eliminate parallel maintenance
 Align dimensions across all domains
 Enforce business rules
 Maintain complex mappings
 Simplify close cycles
 Reduce reconciliation risk
 Create, manage & align alternate
reporting hierarchies
2 - Accelerate Transformation
 Accelerate mergers & acquisitions
 Simplify & reduce risk for system
upgrades & deployment
 Catalyst for organization & finance
transformation initiatives
 Simplify chart of accounts
transformation/redesign
 Align “what if” planning & budget
models
3 - Reduce Risk
 Enforce consistent governance
processes & workflows (DRG)
 Assure compliance with business
rules
 Simplify regulatory compliance
(e.g. Sarbanes-Oxley)
 Enhance cross-domain dimension
management maturity

25. 25
Reporting Attributes Come From Many Sources
and in Many Flavors
Hierarchies Reference DataGolden Record
• Geographies, Currencies
• Categories, Codes
• Types, Lookups
• Standards, Nomenclatures
• Business Taxonomies
• Corporate/Org Hierarchies
• Product/Brand Hierarchies
• Chart of Accounts
• Rollup Reporting Structures
• Approval Hierarchies
• Multi-dimensional Structures
• Customer, Contact
• Product, Item
• Vendor, Vendor Contact
• Asset: Land, Equipment
• Financial Account,
Legal Entity

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What Everyone Wants
 Improved business process efficiency
 Increased business user productivity
 Improved confidence in reports and analytics
 Reduced cost of compliance with clear traceability
 Better risk management, transparency and control
 Support for growth, and enterprise transformation

27. 27
People and Processes First
What is Data Governance?
Govern
Collaborate, Commit, and Comply
Master
Analyze
Model, Master, and Manage
Measure, Monitor, and Mitigate
“Data governance encompasses the people, processes, and information
technology required to create a consistent and proper handling of an
organization's data across the business enterprise.”
Wikipedia

28. 28
How You Can Apply Data Governance Across the
Enterprise with Oracle DRM
Dimension Management
for Trustworthy Business Analytics
Enterprise Hierarchy Management
for Operational Effectiveness
& Change Control
Reference Data Management
for Application Alignment
Chart of Accounts Mastering
for Speedy Consolidation, Close & Reporting
Data
Governance
for Policy
Enforcement &
Compliance

29. 29
AGENDA
1
What Drives Finance Transformations?2
Understanding DRM and a Better Way
to Manage Transformation
3
Key Takeaways and Next Steps4
Introductions

30. 30
DRM from the Top

31. 31
Office of Finance
• Alignment across multiple GLs / reporting
• Finance transformation or CoA redesign
• Mergers, acquisitions, divestitures
• G/L migration
• Shorter close cycles
31
Analytics
• Aligning disparate source hierarchies
• Accelerate deployment of new
dimensions
• Define consistent profitability models
• DRM adds value for non-Oracle platforms
Non-Financial Reference Data
• Complex product hierarchy management
• Geo, sales territories, retail locations…
• Codes sets & mappings (e.g. Healthcare
IC9/10…)
• May have overlap with other MDM
products
Governance
• Governance is the new “hot topic”
• Careful: no good definition of ‘data
governance’
• DRM (with DRG) is foundational for
enterprise data governance
• Add-on opportunity for existing customers
Typical Value for DRM Customers

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Transparency, Visibility, and Collaborative Co-creation
DRM Value Drivers
Collaborative Prototyping Iterative Deployment On-going Governance
• Provide CoA design teams a collaborative,
rapid prototyping environment that
eliminates spreadsheet silos and sequential
processing
• Simplify CoA redesign through side-by-side
comparison and analysis of current and
future states
• Lower cost of synthesis and integration
through increased productivity of highly-paid
team resources
• Promote reuse of account segments to
eliminate redundancy
• Detect changes in source systems to
automate periodic comparison and analysis
• Easy process to collect, combine and
deploy a new chart of accounts in a test
environment
• Capture and manage completeness of
mappings can be managed and
automated
• Proactively manage against data decay
with a streamlined comparison, analysis
and change process
• Support a rapid ‘what-if’ prototyping
methodology with change control
• Protect CoA design investment from
proliferation of unnecessary or
redundant account segments
• Protect the integrity of financial
coding rules
• Ensure that your ledger aligns with
consolidation and planning objectives
• Support multiple perspectives (e.g.
IFRS, Japan GAAP, alternate forecasts)
• Govern changes via change request 
approval workflows, granular security
and role-based access control

33. 33
DRM Integration with the Cloud
Public or
Private
Cloud
On-Premises
(Or, Managed Cloud)
Oracle
Data Relationship
Management
Integrated to Support Hybrid Deployments:
Manage hierarchies and attributes across
both on-premises & cloud applications
Features:
Manage ChartFields, and People Trees, hierarchy relationships &
attributes; export to PeopleSoft on-premises or cloud
Planning & Budgeting Cloud Service
Multiple Planning Applications
SalesForce.com
EPRCS
DRM enables hybrid
cloud coexistence to
align dimensions
between on-
premises & cloud-
based solutions
DRM Managed Cloud is available today.
14+ live customers.

34. 34
DRM Supports Oracle PBCS
 Packaged Integration with PBCS/Planning Classic
• Fully governed dimensions across Planning applications across on-premises and cloud
deployments
• Metadata consistency and secure access to dimensions, hierarchies, & planning metadata
• Accelerate Planning application migration to or coexistence with the Oracle Public Cloud
 Import/Export Enhancements
• Directly import/export dimension files from and to PBCS and Hyperion Planning Classic
into DRM
• Simplify incremental updates from source systems by creating hierarchies from orphan
member lists during import
CLOUD
STRATEGY

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All your information — available when you need it, where you need it.
DRM Supports a Flexible Integration
Framework • Governance Services
• Governance and human workflow
• Complete end-to-end auditability
• Point to Point Integrations
• Flat-files, Database Tables, XML
• Java / SOAP / C++ / BPEL / BPM
• ELT/ETL Tools
• Real Time Events
• Configure business process
monitoring, data quality checks across
applications
• Cloud Support
• Adaptable and flexible to simplify the
complex problem of business
integration; public APIs for standards
based integration with third-party apps
• Internet Browser Support
• Bulk change support via spreadsheet
Governance
Services
Public
APIs
Direct
Integrations
Maximizing
Inter-operability
With
DRM
Real Time
EventsCloud
Applications

36. 36

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Oracle DRM – Key Takeaways
 One Location for Data Governance
▶ Single source of truth for hierarchies, relationships, maps, attributes, reference data management
▶ Built for business users & technologists
▶ Governance enforced via easy-to-configure workflows
 Foundational and Flexible
▶ Synchronize change across the entire enterprise
▶ Reduce manual reconciliation & "rogue" hierarchy management
▶ Manage alternate hierarchies, what-if scenarios
▶ Easily update configuration as business needs change
 Rapid Deployment and Accelerator
▶ Configuration based – not coded solution
▶ Rollout hierarchies, re-orgs, etc., much quicker
DRM on Oracle.com
DRG on Oracle.com
DRM Blog
Flash Demo
Gartner: DRM Customer Experiences
Podcast, featuring Doug Cosby
Customer Story: National Australia Bank
DRM Flash Demo
DRM datasheet
DRG datasheet
Customer Story: Stora Enso
Customer Story: Anglo American Copper
Video: Netapp
To learn more, go to…

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COMPANY OVERVIEW
• Major oil field services company focused on enabling
oil & gas drilling, formation evaluation, completion and
production.
• With 8 divisions worldwide, Baker Hughes operates in
over 90 countries
CHALLENGES/OPPORTUNITIES
• Lack of transparency between ERP, consolidation and
analytic solutions
• Each division managed their solution autonomously
which created a number of control issues for Baker
Hughes corporate
RESULTS
• EPM solution implemented across 8 world wide divisions
for more than 1,400 users
• DRM used as a management tool to drive consistency
and accuracy of 200,000+ members & related hierarchies
(e.g., Top customers & product lines)
• Distributed control over alternate aggregation structures
at regional & global levels drives divisional & corporate
financial consolidation and reporting
• Simplifies SOX compliance to ensure transparency in
change management tasks
SOLUTION
• Hyperion Data Relationship Management
• Hyperion Financial Management
• Hyperion Essbase
SYSTEMS LANDSCAPE
• SAP contributes cost centers, accounts, products,
customers, entities/organizations
• Reporting & planning members created in DRM
Management & Financial Reporting
Managing hierarchies to create regional, divisional & consolidated reports

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Case Study: MetLife
Client Organization MetLife
Global Footprint MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million
customers. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin
America, Asia, Europe, the Middle East and Africa.
Results MetLife utilized Oracle’s Data Relationship Management Tool (DRM) to help facilitate the effort. The Finance team used
DRM to develop the mappings used to merge the Alico Chart of Accounts, Product, and Organizational Hierarchies to their
MetLife equivalents. This effort was done to create the finance team a way to orchestrate and manage the mapping work
and alleviate the need for massive Excel spreadsheets.
Compliance and Control:
Audit tracking of all structure and reporting attribute changes to track who changed what-when.
Version control and version rollback to any point in time.
Customizable business rules to enforce validations, corporate policy and constraints of their Hyperion systems.
Business Challenge
The Management and Accounting teams needed to quickly merge the acquired American Life Insurance “Alico” financial data into MetLife’s Hyperion
Financial Reporting Systems.
Project Details
 Cleansed and loaded CoA’s, Product, and Organization Hierarchies from MetLife and Alico into the DRM
application
 Developed the best mapping approach to help the acquisition team
 Documented the mapping strategy and capture the process (UPK) for user training.
 Provided DRM end-user training related to the functions necessary to maintain and develop the mapping effort.

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Industry Standard and Widely Deployed
Over 1,500 Customers Globally!
PUBLIC SECTOR LIFE SCIENCES
AND HEALTHCARE
RETAIL
HIGH TECHNOLOGYMANUFACTURING &
DISTRIBUTION
COMMUNICATIONS
MEDIA & UTILITIES
FINANCIAL SERVICES

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Q&A

42. 42
 Schedule a custom demo for your
organization
 Review cost proposals, a high-level
implementation timeline, and how to
make DRM work in your organization
What’s Next?
Greg Briscoe
Vice President DRM/MDM
Service Delivery
Mobile: 512-771-2370
gbriscoe@us-analytics.com
www.us-analytics.com
Contact

43. 43
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