Recorded at Kscope21 Hosted by Mike Killeen (Alithya) and Zubin Shah (Alithya)

1. Leading Practices in
Multi-Pillar Oracle
Cloud Implementations
June 22, 2021, 1:40 – 2:20PM Eastern

2. > Introductions
> Oracle Cloud Introduction
> Business Drivers Behind Moving to Cloud
> Typical Paths to Cloud
> Customer Stories
> Alithya Multi-Pillar Cloud Implementation Methodology
> Integrations
> Conversions
> Reporting
> Master Data Management
> Q&A
AGENDA

3. YOUR PRESENTERS
Mike Killeen
Sr. Vice President
Oracle Ace
•Located in Greenwich, CT
•Been with Alithya for 25 Years
•Oracle Ace, Oracle EPM & BI
•300+ Client Engagements with
using Arbor, Hyperion & Oracle
software
•Experience Includes Leading
North American Planning &
Analytics Team, Opening up
Alithya UK Division
•Currently leads Alithya Solutions
Team which includes Pre-Sales, IP
Program, Vertical Advisory and
Product Team Center of
Excellence
Zubin Shah
Oracle Solutions Director
•Located in Austin, TX
•Been with Alithya for 5+ Years
•Worked with Oracle Platforms for 8+
Years, 15+ Full Life Cycle Oracle Cloud
Implementations across various industries
•Oracle Cloud Certified – Implementer,
Project Manager, Solution Engineer, Sales
•Leads the Oracle Cloud ERP and HCM
Solutions and Pre-Sales function at Alithya

4. 3000+
projects
ALITHYA - ORACLE ONLY FOCUSED
Enterprise Performance
Management (EPM)
Enterprise Resource Planning (ERP)
Supply Chain Management (SCM)
Human Capital Management (HCM)
Strategic Roadmaps
Organizational Change Management
Process Design (Redesign)
Cloud Assessments & Health Checks
Training Services
Data Services
Integration
Analytics
Hosting & Infrastructure
Managed Services & Support
Security
Health Care
Financial Services
High Tech
Manufacturing
Retail/CPG
Professional Services
Utilities
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
A
4

5. ORACLE CLOUD INTRODUCTIONS

6. HISTORY OF ORACLE APPLICATIONS & TECHNOLOGY
Financial
Management
Reporting
& Analysis
Enterprise
Functions
Human Capital
Management
CLOUD
Technology
Budgeting &
Forecasting
WEB
Technology
2000 2001 2004 2007 2010 2011 2012 2014 2016 2019
Hyperion
Financial
Management
(HFM)
Oracle
Acquires
Hyperion
E-Business
Suite (EBS)
R12
Enterprise
Resource Planning
(ERP) Cloud
Enterprise
Performance
Management
(EPM) Cloud
Hyperion
Planning
Fusion
Financial
Applications
(ERP)
Financial Close
and Consolidation
Cloud Service
(FCCS)
Planning
Cloud
(PBCS)
Oracle
Acquires
PeopleSoft
Human Capital
Management
(HCM) Cloud
e-business
software

7. BUSINESS DRIVERS BEHIND MOVE TO CLOUD
Business
insight
Operational
efficiency
Growth
Digital
transformation
 Manage Risk
 Focus on Value
Added Activities
 Improved
Collaboration
 Continuous
Innovation
 Onboard
Acquisitions
Rapidly
 Scale as your
business grows
 IT Integration
 Access & Quality of
Data
 Self Service &
Reporting & Analytics
 Greater Automation
 Lower IT Costs
 Eliminate Disruption
from Upgrades

8. 4 PATHS “TO CLOUD” WITH ALITHYA
8
T E S T
D R I V E
On Premise EPM +
New Cloud Apps
GROUND TO CLOUD
On Premise EPM +
Move to Cloud
T R A N S F O R M
THE BUSINESS
No On Premise EPM or ERP +
New Cloud Apps
D I P Y O U R
T O E S I N
Existing ERP +
EPM for ERP

9. TRACK CHARACTERISTICS / BENEFITS
Enhanced
Capability
Re-engineer
Process
Improved
Skillset
Operational
Efficiency
End-User
Focus
1 - Dip your
toes in
2 - Test Drive
3 - Ground to
Cloud
4 - Transform
the Business

10. TRACK 3 - GROUND TO CLOUD
Migrating On-Premise EPM to Cloud*
Financial Services Firm
Before
•On-Prem HFM, FCM, and HPCM
After
•Financial Close and Consolidation,
Profitability and Cost Management
Cloud
•Consolidation of multiple G/L
instances across the world
•Supporting schedules for Balance
Sheet footnotes
•Close orchestration for Sub-Ledgers,
General Ledger, and Consolidation
•Streamlined Close Process
•Unified and simplified End-User
experience
Financial Services Firm
Before
•On-Prem HFM, FCM, Planning, and Essbase
After
•Financial Close and Consolidation, Planning,
and OAC
•Expanded and more automated Cash Flow
process
•More comprehensive reporting capabilities
•Reduced preparation time
•Greater visibility into drivers of financial
statements
•Unified and simplified End-User experience
Enhanced
Capability
Operational
Efficiency
Enhanced
Capability
Operational
Efficiency
*For EPM Customers, Premier
& Extended Support for
11.1.2.4 ends December
2021.

11. TRACK 4 – TRANSFORM THE BUSINESS
New Cloud Apps that Transform Connected Business Processes
Before
•Meditech for Financials, Lawson for HCM
and Payroll, Kaufman Hall for
Planning/Budgeting
•Manual actions to move data between
systems
•Lots of Paper for doc storage
After
•Eliminated 3 legacy systems to move
onto 1 integrated system for
HCM/Payroll/FIN/SCM/EPM
• More flexibility & Self-service in Benefits
•Streamlined business processes by
moving manual excel-based processes
into system and adding proper controls,
eliminated paper
•Payroll to GL integration with dynamic
Costing
•Cleaned up and standardized Supplier
Master and Item Master
•Automated legacy business processes via
integrations
Enhanced
Capability
Operational
Efficiency
End-User
Focus
Improved
Skillset
Re-engineer
Process
Before
•Sage for Financials, manual Excel for
Procurement, Projects, Budgeting
•Outgrown Chart of Accounts
After
•Modernized ERP System, ability to
grow/scale
•Improved and standardized
approval workflows across all areas
•Self-Service Requisitioning and
Purchasing
•Increased reporting visibility from
actuals and budget perspective for
Department and Location managers
--> more strategic decision-making
•Substantially decreased time to
reconcile bank statements and have
clear picture of cash positions
•Governance and Controls around
Award and Grants Management
Enhanced
Capability
Operational
Efficiency
End-User
Focus
Improved
Skillset
Re-engineer
Process

12. LEADING PRACTICES IN MULTI-
PILLAR IMPLEMENTATIONS

13. Oracle’s Unified Cloud Applications Suite
Social Analytics, AI,
IoT, Blockchain
Process
Security
Mobile
Built-In Standardization
Modern Best Practice

14. Procurement
Financials
Supply
Chain
HCM
Project/
Grants
Payroll
Connected Oracle Enterprise
Financial
Close
Account
Recs
Enterprise
Data
Management
Tax
Reporting
Enterprise
Planning
Profitability
& Cost
Mgmt
Narrative Reporting
Fusion
Analytics
Warehouse
Oracle
Analytics
Cloud

15. MANAGE
project delivery with Value-driven
Project Management Services:
>Initiation to Closure
>Robust planning and monitoring
>Aligned with PMI
>Adaptable to client standards
>Modern tools and methods
the vision with Effective Digital
Transformation Services:
>Business Process focused
>Iterative development
>Rapid time to value
>Ongoing knowledge transfer
>Accelerators and IP
>Enterprise Services and Platform
Upgrades
>Flexible for Cloud, On-Premise
or Hybrid deployment
the solution with Efficient Enterprise
Services:
>Managed Services
>Support Services
>Staff Augmentation
>Hosting
>CoE Design/Operation
the future change with Strategic Advisory
Services:
>Roadmaps & Assessments
>Process Analysis & Design
>Requirements Analysis
>Software Selection
>Organizational Change Management
>Enterprise Architecture
>Strategy & Governance
Continuous
Improvement
IMPLEMENT
ENVISION
OPERATE
THE ALITHYA METHODOLOGY
Combining our experience with the Oracle Unified Method
15

16. Alithya Multi-Pillar Cloud Methodology
Knowledge transfer is embedded throughout the project, enabling smooth hand-off.
FUNCTIONAL/
CONFIGURATION
• Global Design
• Signature Future State
Process Flows
• Final Configuration
Workbook
• Configuration
(Production)
CHANGE
MANAGEMENT
• Adoption Strategy
• Communication Plan
• Training Plan
DATA
INTEGRATION
• Integration Architecture
Strategy
• Integration Technical
Designs
• Integrations
(Production)
TESTING
• Test Strategy
• Test Plan
• Test Scenarios
DATA
CONVERSION
• Data Migration
Strategy
• Data Migration
Workbooks
• Migrated Data
(Production)
• Project Artifacts
• Work Plan
• Governance Model With RAID Log
• Deliverables Acceptance Framework
• Status Reports
• Environment Management Plan
• Ongoing Operational Support Strategy
• Detailed Cutover Plan
PROJECT MANAGEMENT

17. INTEGRATION APPROACH
•Identify the sub modules / solution area (E.g. of
Core HR, Payroll, Absence, Purchasing, Payables
etc.)
•Identify the vendor point of contact/Liaison
Workstream / Lead Identification
•Proper classification of Inbound/Outbound
•Documentation into the Smartsheet/Plan and identified phase
of delivery
•Factorization of RICE items (common components)
•Assign Functional Lead
Rationalization
•Review Vendor Specification
•Review Vendor Sample contains valid data
•Formulate Functional Approach
•Document Test Scenarios
•Identify connectivity needs
Functional Design Document
•Review design with Client SME
•Vendor Review (If needed)
•Obtain Sign-off by Vendor/Client
Design document review
and Sign-off by Client
•Documentation
•Design/Approach Review
•Coding/Interface Development
•Unit Testing
•Code Review
•Code Migration
Technical Design and
Development

18. We employ a leading practices approach to data migration
• Requirements, scope, volumes,
• Architecture, Principles, SaaS
capabilities Flows, Tools,
Security, Framework
• Roadmap, Governance,
Development Process, …
• Detailed design, field mapping,
crosswalks
• ERP capabilities/tools to entities
• Transformation logic and
crosswalks/DVMs
• Extraction code
• FBDI/HDL/PBL generation
• Reconciliation
• Framework plugin
• Multiple iterative test cycles that
feed into playback cycles
• Cleanse
• Extract
• Transform
• Validate
• Transact (test)
• Sign-off
• Pre-cutover dress rehearsals
• Pre-cutover conversions
• Deltas pre-cutover to cutover
• Cutover and go live
Strategy Design Playback Go Live
CONVERSION APPROACH

19. Operational
Reporting
“Operate the
Business”
Alert & Analyze
Strategic Analytics
“Transform the
Business”
Explore & Change
Performance
Management
“Manage the
Business”
Define & Measure
19
Where are we going?
Will we meet our goals?
What was the final outcome?
Did we meet our goals?
Why did it occur?
What if we did things differently?
When did an event occur?
Is some action required?
Which action should I take?
Can I see the impact?
How can we change our business?
What would be the benefit?
Integrated Business Analytics answers questions that drive business performance.
OAC
OTBI
EPM
ERP/HCM
FAW
KSCOPE KODE:
ALITHYACLOUD21
REPORTING APPROACH: LINKING INSIGHT TO ACTION

20. LEADING PRACTICES: WHAT TO DO WHERE IN MULTI-PILLAR
REPORTING
20
PCMCS
EPBCS
FCCS
PCMCS
EPRCS
OAC
Essbase
ADW
FAW
Oracle
Transactional
BI* (OTBI)
Oracle EPM Cloud
Oracle Cloud
Transactional Apps
Oracle Cloud Analytics &
Database
ERP*
TRCS
Oracle EPM Cloud
CX*
SCM*
HCM*
EPRCS

21. LEADING PRACTICE – PUTTING MASTER DATA FIRST
Reporting Pyramid: defining scope of CoA within broader context
Strategy
Management
Execution
• Strategic P&L
• Treasury/Risk Rptg
• Management Rptg
• External Rptg
• Operational Rptg
• Local/Stat Rptg
Perspective Chart of Accounts Reporting
Local CoA
Global CoA
EPM CoA
Integrated
Analytics
Local Ops Systems
Local ERP(s)
Corporate ERP
Sales & Ops Planning
Consolidation & Close
Financial
Strategy
Financial
Planning/Fcstg
Global Ops Systems
Operational
Strategy
LOB Planning
Planning Points
Consolidation
Points
Financial Data Governance
Insights
• Scorecards & KPIs
• Predictive Analytics
• Decision Support
• Profitability Analytics
Analytical
Financial Operational

22. ENABLING APPS
EDMCS
> Run The Business
> Routine Dimension Management
> Hierarchy Comparison and Alignment
> Automate Application Logic
> Transform the Business
> COA Redesigns
> M&A Activities, What If Scenarios,
Reorganizations
> Test Impact of Reorganizations, Acquisitions
& Divestitures through What-If Modelling
> Ground to Cloud Conversions
> Govern the Business
> Master Data Request, Collaboration, and
Enrichment
> Policy-based Approval Workflow Engine
> Approval workflows and separation of duties
> Granular audit trail

23. > Four major steps spanning
Advisory to Implementation
> Each step builds off the prior
> Alithya can jump in at any
point and play a variety of
roles
COA ADVISORY & IMPLEMENTATION SERVICES
Alithya’s Stepped Approach with Accelerators
Reporting
Strategy
CoA
Implementation
Data Conversion
1) Define vision
for Reporting and
how to achieve it
2) Define future data
model to support
Reporting Strategy
3) Create full data
model for analysis
and consumption
4) Facilitate ongoing
data conversion with
governance
Strategy
Framework
Dimensionality and
Granularity Framework
Pre-Defined Data
Governance Workflows
Future CoA Reporting
Visualizations
Repeatable
Conversion
Process
Enterprise Data
Management (EDM)
Configuration
Accelerators and Tools
CoA Design

24. Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Month 13 Month 14 Month 15 Month 16
COA
Advisory
HCM - Non-Payroll
HCM - Payroll
Planning & Analysis
Financial Close & Consolidation
FIN & SCM
COA
Definition
GL
Balance
Map
EPM
Retrofit
EPM
Retrofit
Analytics
Reptorting
Strategy Health Care DSS
HCM - Non-Payroll HCM - Non-Payroll HCM - Non-Payroll
EPM - Add'l Module EPM - Add'l Module
Conversions/Integrations
EXAMPLE TIMELINE

25. TAKE THE
NEXT STEP
VISIT OUR WEBSITE
Contact our team with interest
about these or other potential
challenges so we can provide
you with more information!
infosolutions@alithya.com
Download
Your Copy

26. > 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

27. APPENDIX

28. PROPOSED MULTI-PILLAR WORKSTREAM DELIVERY
32
Business
Power Users
Information
Consumers
IT Data Integration
Functional Admins
IT Reporting
Technical
Administrator
Functional
Business Leads
IS App Dev
Mgmt
IT Infra & Ops
Mgmt
Change
Management
Project
Management
Alithya
Client
Account
Management
Solution
Architecture
Training
Financial EPM Delivery
Strategic EPM Delivery
Internal Stakeholders
& SMEs
ERP Financials Delivery
HCM Payroll Delivery
SCM Delivery
Non-Payroll HCM Delivery
Shared Services
Reporting & Analytics
Security & Infrastructure
Master Data & COA
Integration & Automation
Executive
Sponsor
> Potential Future Project Team Structure
New Project Roles
Project
Management
Advisory &
Change Mgmt

29. COA APPROACH
ERP - Financials
GL Journals
Essbase
EPM - Planning
Cloud Data
Mgmt
Essbase
EPM - EDMCS
Legacy
ERP
Legacy
ERP
Legacy
ERP
Preview
Financial
Statements
New
Financial
Statements
EDM
Repository
New COA
Updates
Legacy
Financial
Statements
Hierarchy Maintenance
Hierarchy Alignment &
Rationalization
Approval Workflows
Mapping Execution
Preview Reporting
Iterative Approach
Preview
COA
Initial
New COA
Comparison
Reports
App
Admins
COA Team
Finance
Legacy
Chart
Old COA
to New
COA Map
Iterative Development and Testing
COA COA
Maps
GL Balances
Publish

30. REPORTING CAPABILITIES ENABLED BY ORACLE CLOUD
37
Mapping Applications to Business Process
Technology Cloud EPM Applications
Cloud ERP
Applications
Cloud
Platform
Product EPBCS FCCS TRCS PCMCS EPRCS ERP OTBI OAC/FAW
Performance Reporting   
External Reporting   
Tax Reporting 
Profitability Analytics  
Narrative Reporting 
Operational Reporting   
Operational Analytics  
Strategic Analytics   

31. TECHNOLOGY - ORACLE REPORTING TOOLS
38
Shared Tools Map to User Roles By Oracle Cloud Module
Product/Tool Description & Capabilities
Smart View for Office
• A Microsoft Office Add-in
• Quickly perform LIVE, ad hoc queries with multi-dimensional analysis, pivoting and drill down
• Analyze data within a familiar spreadsheet interface
Financial Report Studio
• Produce professional quality financial statements
• View results with live drilldowns to source transactions.
• Distribute to authorized users efficient.
BI Publisher
• Quickly modify pre-defined, high volume operational reports without IT assistance.
• Author, manage and deliver a range of highly formatted documents in familiar desktop tools like MS
WORD and Adobe PDF.
Dashboards
• Provide a visual display of the most critical and meaningful information that an individual or role
requires to perform their function effectively.
• Interactive, allowing the user to select prompts, change views and drill down to details.
Data Visualizer
• Present abstract information in graphical form.
• Allows users to spot patterns, trends, and correlations that otherwise might go unnoticed in
traditional reports, tables, or spreadsheets.
• Simplified use of Augmented Analytics and Machine Learning capabilities
Narrative Reporting
• Streamline the report document production process with collaborative workflow, approvals,
commentary, and analysis, while linking to multiple data sources.

32. WHAT ORACLE TOOLS ARE AVAILABLE?
39
Tools are Optimized Based on Technology & Data Source
Category
Software/Data
Source
System
Reports
Smart View
for MS Office
Financial
Report
Studio
BI
Publisher
Dashboards
Data
Visualizer
Narrative
Reporting
Software-
as-a-Service
(SaaS)
Oracle EPM Cloud    Limited
EPRCS
Module
Oracle ERP Cloud
/ OTBI     
Platform-as-
a-Service
(PaaS)
Oracle Analytic
Cloud (OAC)   
Data Source
Essbase     
Relational   
Big Data OAC Only 
Application     