Getting the Most Out of EPM: A deep dive into Account Reconciliation Managerfinitsolutions
Since its introduction in version 11.1.2.2 Oracle Hyperion Account Reconciliation Manager has become one of the fastest growing products in the EPM suite. Join us to hear about how clients are realizing the benefits of real-time visibility into the account reconciliation process while ensuring consistency across all reconciliations. We will discuss the standard ARM functionality, some of the customizable features that can greatly enhance your account reconciliation process, and the features that are being planned for future releases.
Take it to the Oracle ERP Cloud! Hitachi will profile a recent cloud ERP implementation. Hitachi will discuss why Oracle Cloud ERP was selected, the project approach, timeline and lessons learned. Hitachi will also discuss the multiple Oracle cloud solutions (Sales Cloud, Marketing Cloud, HCM Cloud, etc.) they have already deployed in-house to support their own business growth.
Unable to attend Oracle OpenWorld to learn about the latest developments in Oracle EPM Cloud? It can be difficult to keep abreast of all the changes in this evolving landscape, but we’ve got you covered.
In our webinar, Perficient’s Oracle EPM leadership explored the current cloud offerings and what’s around the corner. Whether you are in IT or finance, your colleagues are driving digital transformation by including cloud in their performance management strategy.
Discussion covered:
-In-depth review of the Oracle EPM Cloud suite
-How the products can be integrated
-How SaaS products compare to on-premises editions
-Benefits of cloud strategies
Getting the Most Out of EPM: A deep dive into Account Reconciliation Managerfinitsolutions
Since its introduction in version 11.1.2.2 Oracle Hyperion Account Reconciliation Manager has become one of the fastest growing products in the EPM suite. Join us to hear about how clients are realizing the benefits of real-time visibility into the account reconciliation process while ensuring consistency across all reconciliations. We will discuss the standard ARM functionality, some of the customizable features that can greatly enhance your account reconciliation process, and the features that are being planned for future releases.
Take it to the Oracle ERP Cloud! Hitachi will profile a recent cloud ERP implementation. Hitachi will discuss why Oracle Cloud ERP was selected, the project approach, timeline and lessons learned. Hitachi will also discuss the multiple Oracle cloud solutions (Sales Cloud, Marketing Cloud, HCM Cloud, etc.) they have already deployed in-house to support their own business growth.
Unable to attend Oracle OpenWorld to learn about the latest developments in Oracle EPM Cloud? It can be difficult to keep abreast of all the changes in this evolving landscape, but we’ve got you covered.
In our webinar, Perficient’s Oracle EPM leadership explored the current cloud offerings and what’s around the corner. Whether you are in IT or finance, your colleagues are driving digital transformation by including cloud in their performance management strategy.
Discussion covered:
-In-depth review of the Oracle EPM Cloud suite
-How the products can be integrated
-How SaaS products compare to on-premises editions
-Benefits of cloud strategies
Best Practices for Designing and Building IntegrationsAlithya
In the past five years, the EPM world has changed dramatically. The introduction of Oracle's Cloud Services has forced all organizations to rethink their EPM usage and strategy. As cloud adoption continues to grow, data integration has become a critical success factor in a cloud evolution. In this session, we will focus on two primary areas to better position your organization for success in its cloud journey.
First, we will highlight the most commonly deployed of the myriad of tools available including FDMEE, Cloud Data Management (including Integrations), EPM Automate, and the REST APIs. We will also discuss third-party tools and how they may (or may not) fit into an overall integration strategy.
Armed with a greater understanding of the tools and their strengths and weaknesses, we will then discuss the foundational elements that are the building blocks to efficient and scalable integration. We'll explore how these components interrelate to one another so that you can avoid the common pitfalls that often occur without this in-depth understanding.
After attending this session, you will be empowered by not only understanding which tools are available but also how to leverage them effectively to address your data integration needs for both on-premises and cloud EPM applications.
Oracle Project Financial Management Cloud in 9 WeeksPerficient, Inc.
Are you wondering what the buzz around Project Financial Management (PFM), part of the Project Portfolio Management suite, is all about?
Imagine unprecedented financial visibility and control over your projects, services such as project creation and reporting, and integration with procurement and accounts payable. Now imagine having it all in less time than it takes for system design on a typical on-premises project.
In our webinar, we presented what you need to know about PFM, including:
-Key benefits and features in PFM R11
-Modern best practices
-Key components for a successful implementation
-How to keep implementation costs low
We closed with a real-world success story and shared the benefits realized with PFM.
Even as businesses continue to adopt cloud solutions, lingering misinformation exists that can hinder further progress. Some of the biggest myths concern cloud-based solutions for enterprise resource planning, causing many organizations to miss the opportunity to integrate the scalability and flexibility of cloud into their existing ERP tool for financial management.
In this webinar, Perficient experts separated fact from fiction to help you make an informed decision about Oracle cloud ERP financial solutions versus more established EBS offerings. Step by step, they addressed concerns about configuration, reporting, and security affecting critical financial management operations, including procurement, strategic sourcing, and supplier management. In addition, they looked at options for implementing a cloud or hybrid approach.
Oracle Procure-to-Pay (P2P) is a coordinated arrangement that connections obtaining and payables to boost return on contributed capital. With Oracle Procure-to-Pay organizations can diminish cost to enhance edge, streamline secure to-pay procedures to enhance working capital, and drive consistence to advance resource utilization.
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
Keys to the Kingdom: Key Concepts to ARCS Application DesignAlithya
With Account Reconciliation Cloud Service (ARCS) now included in the basket of cloud goodies, the temptation is to tear the packaging and start building. However, even Close & Consolidation experts can have trouble bridging the knowledge gap between more familiar applications (e.g., HFM, FCCS, etc.) and Oracle’s “one-stop shop” reconciliation tool. Incorrect assumptions made early on in the application design can be troublesome later as the project rolls on. Instead, provide your company with a strong foundation by having a firm grasp on functionality, best practice recommendations, and setups for scalability.
In this session, we will discuss how to elicit actionable requirements, review overlooked out-of-the-box functionality, and account for key design concepts in order to establish a strategic enterprise solution for both today and “tomorrow”—giving you the keys to the kingdom!
How to tackle the complex problem of merging two or more Salesforce.com instances. The challenges and benefits of a single org. Establishing the right project team. Systems review, data considerations, migration strategy, migration tools. When to use the data loader, metadata API. How to handle duplicate records. Post go-live clean up.
Achieving World Class Financial Transformation Using Oracle FCCSMichele Morrill
MindStream's presentation answers your finance questions including: What is Finance Transformation?, Why do we need this?, Where is it going?, What’s new with EPM/BI, What is Oracle doing for Finance Transformation?, and How PBCS and FCCS can facilitate your Planning and Close.
Oracle EPM Day Philadelphia - What is your Cloud Strategy?Alithya
Randy Schmitz of Edgewater Ranzal presented at Oracle EPM Day in Philadelphia on What is your Cloud strategy?
Approaches to Extending your Oracle Technology Investment
Best Practices for Designing and Building IntegrationsAlithya
In the past five years, the EPM world has changed dramatically. The introduction of Oracle's Cloud Services has forced all organizations to rethink their EPM usage and strategy. As cloud adoption continues to grow, data integration has become a critical success factor in a cloud evolution. In this session, we will focus on two primary areas to better position your organization for success in its cloud journey.
First, we will highlight the most commonly deployed of the myriad of tools available including FDMEE, Cloud Data Management (including Integrations), EPM Automate, and the REST APIs. We will also discuss third-party tools and how they may (or may not) fit into an overall integration strategy.
Armed with a greater understanding of the tools and their strengths and weaknesses, we will then discuss the foundational elements that are the building blocks to efficient and scalable integration. We'll explore how these components interrelate to one another so that you can avoid the common pitfalls that often occur without this in-depth understanding.
After attending this session, you will be empowered by not only understanding which tools are available but also how to leverage them effectively to address your data integration needs for both on-premises and cloud EPM applications.
Oracle Project Financial Management Cloud in 9 WeeksPerficient, Inc.
Are you wondering what the buzz around Project Financial Management (PFM), part of the Project Portfolio Management suite, is all about?
Imagine unprecedented financial visibility and control over your projects, services such as project creation and reporting, and integration with procurement and accounts payable. Now imagine having it all in less time than it takes for system design on a typical on-premises project.
In our webinar, we presented what you need to know about PFM, including:
-Key benefits and features in PFM R11
-Modern best practices
-Key components for a successful implementation
-How to keep implementation costs low
We closed with a real-world success story and shared the benefits realized with PFM.
Even as businesses continue to adopt cloud solutions, lingering misinformation exists that can hinder further progress. Some of the biggest myths concern cloud-based solutions for enterprise resource planning, causing many organizations to miss the opportunity to integrate the scalability and flexibility of cloud into their existing ERP tool for financial management.
In this webinar, Perficient experts separated fact from fiction to help you make an informed decision about Oracle cloud ERP financial solutions versus more established EBS offerings. Step by step, they addressed concerns about configuration, reporting, and security affecting critical financial management operations, including procurement, strategic sourcing, and supplier management. In addition, they looked at options for implementing a cloud or hybrid approach.
Oracle Procure-to-Pay (P2P) is a coordinated arrangement that connections obtaining and payables to boost return on contributed capital. With Oracle Procure-to-Pay organizations can diminish cost to enhance edge, streamline secure to-pay procedures to enhance working capital, and drive consistence to advance resource utilization.
Overview profitability and cost management cloud servicesAlithya
The Need for Profitability & Cost Management, Oracle Profitability & Cost Management Cloud Service Overview, Oracle IT Financial Management – prebuilt content on top of PCMCS
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
Keys to the Kingdom: Key Concepts to ARCS Application DesignAlithya
With Account Reconciliation Cloud Service (ARCS) now included in the basket of cloud goodies, the temptation is to tear the packaging and start building. However, even Close & Consolidation experts can have trouble bridging the knowledge gap between more familiar applications (e.g., HFM, FCCS, etc.) and Oracle’s “one-stop shop” reconciliation tool. Incorrect assumptions made early on in the application design can be troublesome later as the project rolls on. Instead, provide your company with a strong foundation by having a firm grasp on functionality, best practice recommendations, and setups for scalability.
In this session, we will discuss how to elicit actionable requirements, review overlooked out-of-the-box functionality, and account for key design concepts in order to establish a strategic enterprise solution for both today and “tomorrow”—giving you the keys to the kingdom!
How to tackle the complex problem of merging two or more Salesforce.com instances. The challenges and benefits of a single org. Establishing the right project team. Systems review, data considerations, migration strategy, migration tools. When to use the data loader, metadata API. How to handle duplicate records. Post go-live clean up.
Achieving World Class Financial Transformation Using Oracle FCCSMichele Morrill
MindStream's presentation answers your finance questions including: What is Finance Transformation?, Why do we need this?, Where is it going?, What’s new with EPM/BI, What is Oracle doing for Finance Transformation?, and How PBCS and FCCS can facilitate your Planning and Close.
Oracle EPM Day Philadelphia - What is your Cloud Strategy?Alithya
Randy Schmitz of Edgewater Ranzal presented at Oracle EPM Day in Philadelphia on What is your Cloud strategy?
Approaches to Extending your Oracle Technology Investment
WEBINAR: Align your Enterprise with Powerful Analytics! Oracle EPBCS (Enterpr...Amber Wallace
Learn the first-hand features and benefits of Oracle EPBCS:
Powerful analytics dashboards, what-if and predictive capabilities to reveal unparalleled insights into your business
Dashboards that are easy to use, maintain, and get up and running in no time
Intuitive business wizards which allow you to evolve your planning process as the business changes
A configurable, upgradable planning framework to tailor your planning solution specific to the business requirements
WEBINAR: Align your Enterprise with Powerful Analytics! Oracle EPBCS (Enterpr...Jade Global
During this Webinar, you will see first-hand features and benefits of Oracle EPBCS:
Powerful analytics dashboards, what-if and predictive capabilities to reveal unparalleled insights into your business
Dashboards that are easy to use, maintain, and get up and running in no time
Intuitive business wizards which allow you to evolve your planning process as the business changes
A configurable, upgradable planning framework to tailor your planning solution specific to the business requirements
Contact Jade Global Today For a FREE DEMO to see how your business could benefit from Oracle EPBCS
Info@jadeglobal.com 1 877-523-3448
Connect with us:
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
How efficient is your business’ budgeting process? Indirect budgeting can be unclear, especially when it comes to understanding how to allocate costs to departments. Without an accurate budget that correctly predicts costs and profits, meeting fiscal obligations and keeping your business compliant becomes a challenge. In this Webinar, Saturn Infotech’s technical and functional experts demonstrate how to streamline your planning and budgeting process with Oracle PBCS. You will learn how PBCS provides more comprehensive reporting options and simplifies company-wide hiring and budgeting, making headcount management a breeze!
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
Want to learn more about Activity Based Costing or IT Delivery Services Transparency? Would you like to better communicate your Technology Services Catalog or articulate proper chargebacks to the Business Stakeholders?
The business demands Best-in-Class Solutions with a secure and reliable infrastructures with no downtime, and now the CIO can provide a portal view with comprehensive Business Unit Dashboards and custom Data Analytics reporting.
Context is a “Born in the CLOUD” multi services company providing services to help Small-Medium Enterprises grow faster by modernizing data centers and Applications involving adoption of Social, Mobile, Analytics and Cloud technologies as Business Accelerators.
Oracle Essbase in the Cloud A Mercer Advisors Success StoryPerficient, Inc.
Mercer Advisors, a privately held wealth management firm with approximately $11 billion in assets under management, needed a more robust financial reporting solution. Its legacy solution relied on an Excel-based framework with multiple General Ledger systems providing current and historical data.
Mercer Advisors decided to implement Essbase Cloud, part of the Oracle Analytics Cloud (OAC) platform to provide a modern platform for financial reporting. Mercer Advisors partnered with Perficient to execute on its vision to reap the benefits of this solution.
Mercer Advisors chief financial officer, Douglas Maxwell, discussed the OAC implementation including lessons learned and how OAC can benefit organizations like yours.
Discussion included:
-Challenges with the legacy environment
-Excel to cloud migration approach
-Benefits realized
Similar to How WillScot-Mobile Mini Utilized Enterprise Data Management for Business Transformation (20)
Legg Mason’s Enterprise, Profit Driven Quest with Oracle EPM CloudAlithya
This presentation was given at Oracle Modern Business Experience, on 3/21/2019 by Wil Adkins, Managing Director FP&A, Legg Mason and Mike Killeen, SVP, Technology & Strategy, Alithya
Supply Chain Advisory and MMIS System Oracle ImplementationAlithya
Many healthcare systems are experiencing rising operation costs and expenses due to operational inefficiencies, making it more challenging — and expensive — to provide quality patient care and engagements.
In this workshop, learn how to establish clear opportunities to optimize your labor, processes, procedures, technology, and inventory costs and a vision to integrate and optimize your current technology investments.
Become an organization that reinvents itself to accelerate efficiencies and cost reduction strategies using digital transformation to provide integrated systems and solutions for an immediate impact.
Digital Transformation in Healthcare: Journey to Oracle Cloud for Integrated,...Alithya
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
Healthcare has always been a data-driven industry. Until recently, many healthcare institutions struggled with disparate data in siloed enterprise systems because an integrated Cloud solution wasn’t widely available across Enterprise Resource Planning (ERP), Human Capital Management (HCM), and Enterprise Performance Management (EPM) processes. Today more than ever, it is critical that health systems have the ability to deliver quality care at the right cost. Equally important is the ability to remain agile and adapt to events around them. Without the right foundation in place – these things are impossible. That is why digital transformation is the future of healthcare.
In this session, attendees learn:
• Establishing the foundation in the chart of accounts. Visualize how the right COA design can provide actionable analytics.
• Gain an understanding of how financials can directly connect with an EPM-focused solution like Planning to reduce manual processes and increase the efficiency of financial operations teams, therefore, assisting in bringing about real cost transparency to your organization.
• Finally, see how a Human Capital Management (HCM) and Payroll solution integrates seamlessly with the Planning process to provide better visibility into and reporting capabilities on the organization’s employees.
Join us as we embark on the Oracle Cloud digital transformation journey in pursuit of improving healthcare outcomes and bending the cost curve.
nter-pod Revolutions: Connected Enterprise Solution in Oracle EPM Cloud Alithya
The session will discuss a library of solutions implemented at clients for transferring between applications in separate pods. Each configuration has its own merits and use case. The four main categories that will be discussed are -
1. Trickle Feed - uses a combination of inter-pod REST API connection, data management load rule, groovy scripting and scheduled EPM Automate job on a jump server to pick-up the files from source and push to target.
2. Focused On-save Push - pushes an intersection from source to target using inter-pod REST API connection, data management load rule and groovy scripting.
3. Scheduled Push- uses a combination of windows or Linux job, inter-pod REST API connection, groovy scripting, data management load rule and EPM Automate commands to extract and push data en masse from source to target.
4. Json Extract and Load - uses a combination of groovy scripting and inter-pod REST API connection to extract and push an intersection on-save.
The audience will walk-away with learnings and understanding of inter-pod configurations, mainly for EPM Cloud planning applications. Snippets of code will form the "gold dust" takeaway from the session.
Oracle Cloud Time and Labor: Default Payroll Rate, Override Rate and Flat Dol...Alithya
Presentation was given at ODTUG & OHUG HCM Week. Recorded on 11/6/2020 given by Karen N. Settembrino.
Review the configuration required to support showing the default rate on the Responsive UI and the Classic UI time card along with configuring the manager’s ability to override the rate when necessary. In addition, show the setup necessary to support flat dollar amount entries on the time card to pass to payroll.
AUSOUG I Am Paying for my Cloud License. What's Next?Alithya
Recorded on November 11th and presented by Alecsandra Mlynarzek at the AUSOUG Virtual Connect 2020
https://register.gotowebinar.com/recording/5672708553054083335
Oracle launched in 2019 the Enterprise Licensing model, a bundle that includes by default Profitability and Cost Management. We often pay for services/subscriptions that we never really use, but not because of their lack of usefulness, but rather a lack of knowledge on our part.
This presentation kicks off with an overview of the different types of business problems that can be solved by Profitability and Cost Management, based on real-life implementations, followed by a short demo of how to quickly get up to speed with Profitability and Cost Management and where to start using this service that now comes included with your subscription.
This presentation is ideal for both customers and implementation partners who have not yet embarked on the journey of discovering how dynamic Profitability and Cost Management really is.
A Journey to Profitability with Oracle PCMCSAlithya
A presentation that highlights the easy and effective journey to profitability using the Oracle Profitability and Cost Management solution implemented by Alithya.
Presentation originally delivered by Evan Leffler, Lead Consultant, to a live audience at HUGmn Tech Day in Chaska, MN, 3/14/18.
So, you can write basic calculations or maybe even intermediate. Nearly every Essbase and Planning applications requires calculations. The better you are at calculations, the more business value your applications deliver. But what makes the difference between good enough and great? What makes your code more reliable, faster, and easier to understand and debug? What techniques can you use to think through challenges and come up with solutions? This session offers some time-tested approaches to writing better calc scripts. Topics include:
Getting the requirements straight, thoroughly but without wasting time
Taking advantage of dimensionality and block structure
Variables and parameterization
One script or two?
What needs to be commented?
Alternative approaches to some common challenges
This session is intended for Essbase BSO developers who want to think about what “better code” means and how to write it. It requires at least some knowledge of Essbase BSO calculations.
Hosted by Ron Moore at the ODTUG Learn from Home Series
Interstellar - The Thomas Jefferson Enterprise EPM Cloud JourneyAlithya
It’s a story of an interstellar journey where Thomas Jefferson (TJ) unravels the capabilities of Oracle EPM Cloud to benefit their cloud digital transformation across its academic and clinical pillars. TJ has six entities which were on separate platforms ranging from on-premises Oracle EPM systems to elaborate MS Excel models. This made it difficult to execute enterprise-wide planning and performance reporting standards. Planning scenarios for what-ifs, enterprise initiatives, and allocations were not swift nor robust across all businesses. Oracle EPM Cloud has provided a uniform platform with entity, business unit, and department level scalable capabilities, resulting in a robust and repeatable Enterprise Planning and Reporting process.
Hosted by Vatsal Gaonkar, Alithya Ranzal and Michael Cain, Thomas Jefferson at the ODTUG Learn from Home Series
Think Outside the Close: Profitability & Costing Reconciliations in EPM Cloud...Alithya
Let me tell you a story. The characters? Spreadsheets, shared drives, emails, and auditors. The conflict? A process in shambles—siloed data in disagreement. The conclusion? The implementation of EPM Cloud Account Reconciliation to save the day!
But here’s the secret: this isn’t just a Financial Close narrative. It’s a common tale across all domains—but can we give them the same fairytale ending? Using Profitability & Costing as a launching pad, explore what it looks like to move other financial processes towards being trustworthy and compliant, not just actuals data. Join us as we look at how EPM Cloud Account Reconciliation can move “outside the close.”
Hosted by Nick Boronski, Alithya and Andrew Laferla, Alithya at the ODTUG Learn from Home Series
Taking Off to Flying Solo: Tracing Wright Medical’s Flight Plan into the CloudAlithya
After the first successful cloud project, many clients are tempted to sit back and relax. But for Wright Medical, “go-live” was just the beginning. In 2018, Wright took the first step with their Account Reconciliation implementation for the US business units. The following year they elevated their Planning and Master Data Management business processes to the cloud. Their journey culminated in a partnerless global rollout of Account Reconciliation—now that’s “flying solo”! Join us as we trace the plan that led to Wright’s successful takeoff into the cloud. We will discuss how they capitalized on the initial implementation investment with Alithya, launched best practices on an international scale, and continued their cloud evolution.
Hosted by Nick Boronski; Alithya and Kim Province; Wright Medical at ODTUG Learn from Home Series
Recipes for the Oracle Cloud: Cooking with OneCloud in Your EPM KitchenAlithya
Ever get frustrated with EPM Automate? Curious about why all the good solutions to your EPM Cloud project have a bunch of shell scripts and command-line functions? Well, during the next few minutes we will cover a few case studies and solutions to those questions and more. We will cover how the product OneCloud fills in the gap and truly offers a total "cloud-based solution" for your EPM Cloud purchase.
OneCloud was built with a non-technical foundation in mind and was built around a graphic interface. It puts control of the EPM Cloud back into the hands of finance. Not only does OneCloud work with Oracle EPM products, it works with a bunch of other "sources/targets" as well.
I will also be comparing the time/cost of using EPM Automate and shell scripts versus OneCloud. Time is valuable and being able to quickly and easily perform daily functions is important. Sit back, relax, and let's dive into how this tool has helped others and start to think about how it could help you.
Hosted by Wayne Paffhausen at the ODTUG Learn from Home Series
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
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.
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
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.
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.
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.
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.
Assuring Contact Center Experiences for Your Customers With ThousandEyes
How WillScot-Mobile Mini Utilized Enterprise Data Management for Business Transformation
1.
2. Join the Conversation:
Alithya Kscope21 Mingle Sessions
Digital Transformation/Cloud Migration
• Hosted by: Mike Killeen | 6/22/21 | 12 - 12:40 PM ET
Agile Planning: Create Nimble and Dynamic
Forecasting in Your Organization
• Hosted by: David Pabst | 6/23/21 | 12 - 12:40 PM ET
Complete the Kscope Kode Alithya Challenges
for a chance to win a great prize!
Visit our virtual booth to:
- Chat with us live
- Schedule time to meet with an Alithya expert
- Check out what we have for you in our virtual conference bag
3. How WillScot-Mobile Mini
Utilized Enterprise Data
Management for Business
Transformation
June 29, 2021
Matt Jacobsen and Marisa Breslow – WillScot Mobile Mini
Kevin Black - Alithya
5. ABOUT WILLSCOT-MOBILE MINI
• A North American leading provider of portable storage solutions
• Rental fleet of ~200k storage solutions containers and office units
and ~13k tank and pump units
• Average useful asset life of >20 years
• Average lease duration of 30 months
• 155 locations in the U.S., U.K., and Canada
• ~74k Storage Solutions customers across diverse end markets
• North American leading provider of modular space solutions
• ~153k modular space and portable storage fleet units; representing
over 76M sq. ft of lease space
• Average useful asset life of >20 years
• Average lease duration of 34 months
• ~120 locations in the U.S., Canada and Mexico
• >50k customers representing a highly fragmented portfolio
Mobile / Sales Offices
VAPS
Ground Level Offices
Steel Storage
Containers
Tanks & Pumps
Complexes
6. 3000+
projects
ALITHYA ORACLE PRACTICE
Enterprise Performance
Management (EPM)
Enterprise Resource Planning (ERP)
Supply Chain Management (SCM)
Human Capital Management (HCM)
Organizational Change Management
Process Design (Redesign)
Strategic Roadmaps
Cloud Assessments & Health Checks
Training Services
Data Services
Analytics
Hosting & Infrastructure
Managed Services & Support
Integration
Security
Health Care
Financial Services
Manufacturing
Retail/CPG
Professional Services
Utilities
Others
I N D U S T R I E S
C L O U D
T E C H N O L O G Y
S E R V I C E S
A D V I S O R Y
S E R V I C E S
C L O U D
A P P L I C A T I O N S
1000+
clients
400+
Oracle Cloud
projects
23+
years
225+ Oracle
consultants
7. ABOUT THE SPEAKERS
• Matt Jacobsen
• Vice President – Finance at Willscot Mobile Mini
• Email: matthew.jacobsen@willscot.com
• Recently relocated from Baltimore Maryland area to
Phoenix, AZ
• Kevin Black
• Product Manager, Master Data; Oracle ACE
• 30+ years experience, involved in EPM space since 2005 – first as a
client, then as a consultant since 2014
• Blog: https://www.alithya.com/en/insights/author/kevin-black
• Email: Kevin.black@alithya.com
• Resides in Tucson, AZ
• Marisa Breslow
• Director FP&A at Willscot Mobile Mini
• Email: marisa.breslow@willscot.com
• Resides in Baltimore, MD
• Oversee all budgeting/forecasting and long-range business planning for ~275 operating locations across
North America and the UK
• Combined 20 years experience with Hyperion products primarily with HFM and Planning until recent
cloud migration in Oct 2020
8. BACKGROUND
• Mobile Mini
• Completed Cloud Options Analysis in October 2018
• Existing Support Arrangement
• WillScot
• Signed small Support Agreement in
August 2019
• Defeated Huron for EPM project in
October 2019
• Integrated Discovery 1.0 completed
in December 2019
• Technical Design completed in
February 2020
• WillScot / Mobile Mini
• Signed Statement of Work on March
17th to perform Integrated Discovery 2.0
for the combined organization
• Alithya Design>Deploy SoW and Oracle
license agreement signed end of May
• Transaction closed July 1
• EPM Cloud implementation go live in Oct
2020 for 2021 Budget process with
ongoing enhancements continuing in
2021
Merger
announced
on March
2, 2020
PRE COVID-19 CURRENT
9. Timing and solution approach
Pre-merger: 3/1/2020 –
5/1/2020
Merger Day 1 –
7/1/2020
Integrated SAP/Phase II
Post Merger – Pre-
integrated SAP
Chart of Accounts Alignment
Mobile
Mini HFM
WillScot
HFM
Mobile
Mini
Planning
WillScot
Planning
Consolidations
Planning
WillScot/Mobile
Mini
Consolidations
Cloud
WillScot/Mobile
Mini Planning
Cloud
WillScot HFM
Sprint 3 - Build out FCCS (new COA)
Sprint 2-
S&OP
Sprint 1 -
Labor
Sprint 3 Remaining Planning
Build
Merger closed 7/1/2020
Narrative
Reporting/Strategic
Modelling
Enhancements
Sprint 1 – EDMCS for COA alignment
Financial Consolidations Track
Planning & Forecasting Track
9
10/1/2020
10. “Two Iconic Industry Leaders with Distinct but Complementary Portfolios and
Enhanced Ability to Serve Customers.”
Q2 Earnings Call
• Greater forecasting effectiveness
through integration of financial and
demand planning
• Reduced labor by automating manual
processes
• Consolidated multiple applications to
one Oracle platform
• EPM platform that provides ability to
extend analytical capabilities as
merger integration continues
Headquartered in Phoenix, AZ
North American leader of
turnkey modular space and storage solutions
• Eliminate manual processes across finance
with stronger technology enablement
• Streamline existing applications “cluttered”
from years of patchwork and
acquisition/divesture activity
• One EPM solution for the newly formed
company to provide one consolidated planning
process
• Project operating model during Covid and as
part of a large Merger Integration program
EPM/Finance Integration During a Pandemic – “Better Together”
CHALLENGES SOLUTIONS BENEFITS
Oracle EPM Cloud Enterprise:
• Enterprise Planning & Budgeting
/ EPBCS
• Financial Close & Consolidations
/ FCCS
• Enterprise Data Quality
Management / EDMCS
• Narrative Reporting
11. EDM ENTERPRISE CAPABILITIES
> System of Reference
> Single “Source of Truth” for enterprise master data
> Master Data Integrity
> Automatic enforcement of master data quality
> Direct integration to EPM Cloud applications
> Modern UX
> Optimized for change management by business power users
> Built-in visualization of changes, drag-and-drop operations, side-by-
side hierarchy comparison
> Real-time collaboration
> Audit Trail
> All master data changes governed by a request mechanism
> Always-on, granular transaction log of every change performed in
EDM
> Architecture and Philosophy
> Purpose-built application-centric deployment
> Share common hierarchy maintenance across EDM applications for
alignment, while allowing for necessary differences
> Packaged Adapters
> Provide streamlined configuration, validations, and integration to
EPM Cloud applications
> Current Adapters:
> Planning (PBCS) and Planning Modules (EPBCS)
> Financial Consolidation & Close (FCCS)
> Financials Cloud General Ledger
> Oracle E-Business Suite (EBS)
> Universal Adapter
> Approval Workflows
> Data governance to approve requests before commit
> Email notifications, Approve/Reject/Pushback, Sequential or Parallel
approvers, Separation of Duties
> Future
> Heavy R&D investment by Oracle
> Monthly updates; Major features released ~1x/quarter
> Robust product roadmap
EDM is a Foundational layer of your ERP/EPM eco-system
12. EDM OVERVIEW – WILLSCOT-MOBILE MINI
> Legacy systems
> WS: HFM, JDE, UltiPro, Excel
> MM: HFM, SAP, Excel, flat files
> SAP identified as go-forward ERP post-
merger
> Legacy hierarchies loaded from SAP,
multiple HFM, and JDE for COA mapping
and finalization
> ERP, FCCS, and EPBCS hierarchies
managed centrally
> EDM functionality compares, aligns, and
synchronizes structures across ERP,
Consolidation, and Planning domains,
while allowing for intended differences
> Automated batch process exports and
refreshes dimensions in target
applications
EDM
FinPlan
EDM
FCCS
SAP
FCCS
Consol
EPBCS
Workforce
EPBCS
FinPlan
SAP
EDM
WORKFORCE
Legacy
App
Legacy
App
Legacy
App
Legacy
App
EDM
ENVIRONMENT
13. EDM Details
• 7 Applications
• (4) Universal Applications – 1 SAP and 3 Legacy Applications for JDE, HFM-WS, and HFM-MM
• (2) Planning Modules Applications – 1 Financial Planning and 1 Workforce Planning
• (1) Financial Consolidation and Close Application – FCCS
• Dimensions – Account, Entity, Management, Cost Center, Product, Job, Movement, Detail
• COA Finalization – collaboration across multiple time zones while working remotely!
• Loaded legacy COAs from each system plus future COA based on SAP
• Utilized a “COA Mapping” viewpoint in EDM as a hybrid view to bring together legacy and future COA’s from both companies
and multiple sets of legacy systems
• Used this viewpoint to map legacy GL accounts from JDE and HFM into go-forward SAP accounts
• Leveraging side-by-side display, comparison, and drag-and-drop features of EDM
• Provided a visual and centralized “sand box” to collaborate and finalize COA during real-time, remote working sessions
• Leveraged subscriptions with filters to synchronize EPBCS and FCCS hierarchies from COA Mapping
• Synchronize “standard” COA structures for EPBCS/FCCS while excluding legacy accounts and mappings that do not
belong in EPBCS/FCCS
• Batch automation delivered with EPM Automate and PowerShell scripting
ALITHYAWILLSCOTKSCOPE21
14. Legacy System Mapping Go Forward COA
Full mapping of existing legacy systems to
go-forward COA with drag and drop
functionality provided significant time and
cost savings over other methods
16. KEY LEARNINGS
• Use a tool like EDM to design and finalize your Chart of Accounts
• Difficult to accomplish using Excel spreadsheets, emails, and phone calls
• Don’t wait until the COA is finalized to introduce EDM; use EDM to get there!
• Leverage the strengths of EDM (especially during a pandemic)
• Collaboration
• Visualization of changes
• Side-by-side display and compare
• EDM can manage the “routine” (day to day master data changes) and
the “transformational” (M&A activities, COA re-design, re-
organizations)
17. WHAT’S NEXT?
• Expand EDM Footprint
• More dimensions, subject areas
• Continued COA Refinement
• Integration with SAP
• Data Governance
19. > Vendor Presentation: Leading Practices in Multi-Pillar Oracle Cloud
Implementations
> How Do I Love Cash Flow? Let Me Count the Ways…(11427)
> What Did I Miss? Addressing Non-Traditional Reconciliations in AR
and Data Integration Design (11513)
> Workforce Plus: Tips and Tricks to Give Workforce an Extra Kick!
(11415)
> Why and How to Implement Operation Transfer Pricing (OTP) with
Oracle EPM Cloud (111111)
> Integrated Business Processes: A Better Way to Align FP&A Forecast
and Management Reporting (11385)
> Viasat Launches to the Cloud with Oracle Enterprise Data
Management (11486)
> ❤️ Matchmaker, Make Me a Match: Can AR Intercompany
Matchmaking Tools Be a Perfect Match for You? (11174)
> How WillScot-Mobile Mini Utilized Enterprise Data Management for
Business Transformation (11489)
> See Why This Government Contractor Loves PCM: Live Session with
General Dynamics (11395)
> How to Allocate Your Close Time More Effectively (11533)
> How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost
Management (PCM) as an Allocations Sub-Ledger (11109)
Don't Miss Our 12 Sessions at Kscope21! Alithya is a platinum sponsor of Kscope21
> Mike Killeen & Zubin Shah, Alithya
6/22/21 | 1:40 - 2:20 PM
> Geordan Drummond, Alithya
6/22/21 | 12:40 - 1:40 PM
> Seema Shah; Nick Boronski, Oracle, & Lee Divers, State Street
6/23/21 | 12:40 - 1:40 PM
> Ryan Ward & Sara Beth Good, Alithya
6/23/21 | 2:20 - 3:20 PM
> Andrew Laferla, Alithya & William Harned, MUFG Union Bank
6/24/21 | 11 AM - 12 PM
> Alecs Mlynarzek & Vatsal Gaonkar, Alithya
6/24/21 | 2:20 - 3:20 PM
> Kevin Black, Alithya & Robert Kursten, Viasat
6/25/21 | 12:40 - 1:40 PM
> Geordan Drummond; Nick Boronski & Tim Gaumont, Oracle
6/28/21 | 4 - 5 PM
> Kevin Black; Matthew Jacobsen, WillScot Mobile Mini
6/29/21 | 4 - 5 PM
> Alecs Mlynarzek, Alithya & Caroline Dill, General Dynamics IT
6/30/21 | 11 AM – 12 PM
> Alecs Mlynarzek & Geordan Drummond, Alithya
6/30/21 | 12:40 - 1:40 PM
> Andrew Laferla, Alithya
6/30/21 | 2:20 - 3:20 PM
Editor's Notes
Dave – ~6 minutes
Updated Feb 2021
Important items to note:
Oracle introduced us into WillScot in May 2019 (which is when we were both hoping to close the WS deal)
Southeast Diversified account – Doug Park, RM and I worked this deal very closely for a year
WillScot’s acquisition of Mobile Mini turned it into a bigger deal and fortunately did not slow us down at (even with the Covid)
Both our deal and Oracle’s deal signed in May; WillScot acquisition of MM close on July 1 this year
WillScot was JDE and MM was SAP; they announced early that they were moving the whole org to SAP with a planned go-live of 1/1/2021
EDM has been used to model the EPM dimensions and the new SAP chart; will be used for EPM production hierarchy management as well
The Planning sprints were proposed in such a manner as keep this moving during the months leading up to the acquisition closing