IaaS, PaaS, SaaS and the Evolution of Oracle EPM

Copyright © 2017, Brovanture Ltd. All rights reserved.
IaaS/PaaS/SaaS and the
Evolution of Oracle EPM
Guillaume Slee
EPM Services Director - Brovanture

2 | www.brovanture.com guillaume.slee@brovanture.com
2 www.brovanture.com Copyright © 2017, Brovanture Ltd. All rights reserved.
Agenda
• What is IaaS/PaaS/SaaS?
• How does this relate to Oracle EPM?
• IaaS and SaaS Comparison
• PaaS: Oracle Analytics Cloud or Essbase Cloud Service

Guillaume Slee
• EPM Services Director - Brovanture
• 15+ years experience in the EPM domain
• Previous experience…
• Infratects – EPM & BI Infrastructure Specialist
• KPMG – EPM Manager
• Analitica – Essbase/Planning consultant
• Hyperion – Senior Essbase Product Specialist
• Blog: http://hyperion-epm-bi.blogspot.com

• Oracle Platinum Partner, NetSuite Partner
• Formed in 2005,
• 25+ consultants
• Certified in:
• Oracle Essbase
• Oracle Planning
• Oracle HFM
• Oracle DRM
• Oracle OBIEE
• Oracle Fusion & NetSuite ERP
• Functional and Infrastructure consulting
• UK Based Managed Support for all
EPM/BI components
• Infrastructure Hosting
About Brovanture

Our Clients

Types of Cloud Service
IaaS
Infrastructure-as-a-Service
Host
PaaS
Platform-as-a-Service
Build
SaaS
Software-as-a-Service
Consume

IaaS for Oracle EPM
IaaS
Infrastructure-as-a-Service
Host

• Infrastructure as a Service
• Host existing on-prem EPM in 3rd party
datacentre
• Infra (CPU, RAM, disk, network…) purchased on
subscription basis
• Flexible elastic model
• Private and Public cloud options
• EPM on-prem licensing model – buy or use
existing user licenses and pay Oracle
maintenance
• Upgrade as part of migration
IaaS for Oracle EPM
HFM/Planning
3rd Party
Datacentre
Firewall + VPN

IaaS for Oracle EPM
• Brovanture Cloud
• IaaS/PaaS mix combining IaaS with database-as-a-service licensing.
• Robust, resilient and high performance infrastructure.
• Customers leverage existing EPM licenses.
• Application upgraded to the latest EPM version.
• Applications and infrastructure managed by a UK-based team of EPM experts.
• Considerable cost savings and peace of mind.
• Lift-and-shift. No application rewrites or compromises.
• Move to the cloud at your own pace.

IaaS Limitations
(Hosted On-Prem Oracle EPM)

IaaS Limitations

IaaS Limitations
• Oracle’s commitment developing on-prem software is unclear.
• Lacking many of the new features available in EPM Cloud.
• Patching is done manually.
• Upgrades can be a lengthy process.

• EMEA Partner Strategy Forum May
2017. Product Development:
• Plan to release a portfolio update in
2HCY2018
• FMW 12.x uptake
• New features trickle-down via patches
rather than major versions
On-Prem EPM…A New Hope

SaaS for Oracle EPM
SaaS
Software-as-a-Service
Consume

SaaS for Oracle EPM
• Infrastructure hosted in the Oracle Cloud
• EPM software updated automatically
• Licenses sold on per-user subscription model
• Examples include PBCS and FCCS

Current EPM Cloud Services
Product Release Date On-Prem
Equivalent
Monthly
£/User
Planning and Budgeting Cloud (PBCS). 2014 Hyperion Planning £97
Enterprise Performance Reporting Cloud (EPRCS).
Narrative reporting
2014 - £97
Enterprise Planning Cloud (EPBCS).
Financials, Workforce, CapEx, Projects.
2016
Hyperion Planning
Enterprise Edition
£201
Financial Consolidation and Close Cloud (FCCS). 2016 HFM £201
Account Reconciliation Cloud (ARCS).
Reconciliation lifecycle, transaction matching.
2016
Hyperion Financial
Close & AccRec
£97
Profitability and Cost Management Cloud.
Allocate costs, deliver profitability insights.
2017 HPCM £402
Tax Reporting Cloud.
Tax provision, country by country.
2017
Hyperion Tax
Provisioning
£201

SaaS (EPM Cloud) Benefits
Benefits New Features
No waiting for IT to acquire infrastructure. Valid member combinations.
No high capex costs. Sandboxing.
No complex installation. Data Management (FDMEE-light) included for free.
Environment ready in a few days. Better in-built dashboards within webforms.
Automatic updates on monthly/quarterly basis. Easy to use LCM.
No need to open complex firewalls for
remote/tablet access.
Improved Simplified User Interface.
Licensing approx 30% cheaper over 3 years.

SaaS (EPM Cloud) Considerations
Limitations
No fine-tuning… Limited control on ASO models.
No access to Essbase.cfg file. (calc cache etc) No MaxL (aggregations, running of MDX…)
No access to log files (calc parallel notifications) No Essbase partitioning.
No control over max number of webform cells. Automating metadata updates.
Limited to one Planning application. No Hybrid Essbase yet.
Some redesign may be required to migrate from on-
prem.

FCCS Specifics
• Released May 2016.
• Based on same engine as PBCS (Essbase in the background).
• Most features of HFM are present in FCCS.
• We’ve experienced some limitations around complex rules and translations
across large dimensions.
• Oracle are looking to achieve parity with HFM over this calendar year.

EPM Cloud - Data Integration
• Data Management utility very intuitive compared to Essbase data load rules.
• Provides great drill-through capabilities to Oracle Fusion Cloud
• Brovanture have created custom integrations and drill-through for other data
sources:

FDMEE – Data Integration
• On-Prem FDMEE provides customisation for loading data where more
customisation/scripting is required.
• Facilitates Hybrid Implementations:
• FDMEE also provides in-built drill-through capability to EBS, Peoplesoft, JDE.
• FDMEE Cloud adapter provides ability to synchronize data between PBCS and HFM.
PBCS/FCCS
Oracle EPM Cloud
Fusion Cloud
ERP Cloud
FDMEE

EPM Cloud - Automation
• EPM Automate – Command line tool used to remotely perform PBCS tasks
• Not as feature-rich as MaxL but simple to use. New features constantly added.
• Wrapper for the REST API.
• REST API allows custom utilities to be built using languages such as:
• JavaScript
• Ruby
• Perl
• Java
• Groovy

EPM Automate Commands

…to the EPM Cloud
• EPM Connect
• Allows you to connect seamlessly between EPM pods.
• Can use cards to springboard from one pod to another e.g. from PBCS to FCCS.
• Mashup data from multiple sources in one dashboard page.
• BICS-EPM Connectivity
• You can finally use the EPM services as a datasource for BI Cloud Service.
• Connection via ADM driver.
• DRM Cloud/Enterprise MDM
• ERP and EPM
• Support cloud and on-prem targets
• Strategic Modelling in EPBCS

How has the EPM Cloud Affected Brovanture’s
Implementation Methodology?
• Implementation time is now shorter than ever.
• Software is more stable than ever.
• PBCS, EPBCS, FCCS simplifies the implementation and forces focus on business
needs
• Removes temptation of “we’ve always done it this way” workarounds.
• Project plans are now more predictable.
• Modular-based fixed price offerings are now the norm.

Evolution of Support
On-Prem EPM Cloud
Managed Services and Support Remote Administrator Service
Typical ticket:
“Planning unresponsive”
Typical ticket:
“Update data mapping”
Fixing Software/Infra Issues Solving Business Needs

Current Recommendations
• New Planning customers: PBCS or EPBCS…no brainer
• New Financial Close customers:
• Standard requirements -> FCCS
• Complex rules, large hierarchies, >2 custom dims -> HFM
• Existing On-Prem Planning:
• Cost efficiencies -> Hosted IaaS
• New licenses -> Consider Hybrid Cloud (On-prem and PBCS)

Oracle PaaS for EPM/BI
PaaS
Platform-as-a-Service
Build

AND NOW FOR
SOMETHING
COMPLETELY
DIFFERENT

• Released to public May 2017
• Consists of Essbase 12c, DVCS (Data
Visualization Cloud Service) and BICS (BI
Cloud Service)
• Two Editions:
• Standard Edition = Essbase + DVCS.
• Enterprise Edition = Essbase + DVCS + BICS +
Day by Day (new mobile app).
• Uses the Oracle IaaS platform
Oracle Analytics Cloud

Oracle Analytics Cloud - Control
• Elastic CPU/Memory shapes
• You decide when to apply updates
• Unlimited number of cubes and users
• OS level access
• You define disk space and backups
• Subscription services:
• Oracle Analytics Cloud Service
• Oracle Compute Cloud Service
• Oracle Storage Cloud Service
• Oracle Database Cloud Service
• Oracle Database Backup Service

Oracle Analytics Cloud Shapes
• Standard
• Memory Intensive
Name CPU RAM
OC3 1 OCPU 7.5 GB
OC4 2 OCPU 15 GB
OC5 4 OCPU 30 GB
OC6 8 OCPU 60 GB
Name CPU RAM
OC1M 1 OCPU 15 GB
OC2M 2 OCPU 30 GB
OC3M 4 OCPU 60 GB
OC4M 8 OCPU 120 GB
1 OCPU equivalent of one physical core of an Intel Xeon processor with hyper threading enabled

Oracle Analytics Cloud Pricing
Product Price Services
Standard Edition £2,415 / month / OCPU Data Visualization Cloud Service (DVCS)
Data Visualization Desktop (50 licenses per OCPU)
Oracle Smartview
Oracle Essbase
Enterprise Edition £4,829 / month / OCPU Everything in Standard Edition, plus:
Business Intelligence Cloud Service (BICS)
Oracle Essbase Enterprise
Day by Day
Enterprise Edition includes Essbase sandboxing (via a built-in sandbox dimension), scenario management, and the capability to connect to
cubes on other instances (via partitioning or XREF/XWRiTE functions).

Functionality
• Unlimited number of users and Essbase cubes
• Full BSO, ASO and Hybrid models available
• Essbase 12c…upper-level and cross-dim functions now work with Hybrid
• LCM used to migrate from on-prem to cloud
• From Spreadsheet to Essbase cube in minutes
• New cube designer in Smart View (ASO limitations?)
• EAS replaced with web-based administration utility
• Sandboxing – can run Essbase calculations on these and merge back to main cube
• Scenario management (think workflow approvals etc)
• EssCS Command line interface based on REST API

Cube Designer Smart View Extension
• Create cubes on-the-fly from a spreadsheet
• Essbase can identify measures, dimensions levels to build outline automatically

Cube Designer – Cube Properties

Cube Designer – Dimensions and Hierarchies

• Turn on exploratory analytics for all
data sources
• Visual Stories
• Intuitive Interaction
• Automatic Visualisation
• Touch friendly mobile authoring
DVCS

• Voice Queries
• Personalised analytics based on:
• Where you are
• Time of day
• Who you are communicating with
• Notifications and Business alerts
• Collaboration and Sharing
Day by Day Mobile App

• Exciting times in the EPM world
• SaaS is a complete game changer
• Lower cost
• Quicker implementation
• Everyone now has access to worlds #1
EPM platform
• EPM & Essbase Cloud provides you
with the simplicity and flexibility of
old Hyperion
• Do you agree?
Conclusion

IaaS, PaaS, SaaS and the Evolution of Oracle EPM

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