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
Oracle EPM Webinar
Planning Your Financial Success - Managing Uncertainty
Overview of Strategic Modeling and Cash Forecasting
Like many organizations, you are probably concerned about the economic impact on your financials and workforce. There’s much you can’t control during uncertain times like these, but you can take steps to protect your organization from being financially compromised and potentially find paths to new revenue streams.
In this webinar on-demand, you'll learn how to meet the objectives of your business by creating goal-oriented, driver-based plans, long-range strategic and risk-adjusted modeling/planning, and much more.
Oracle EPM Webinar
Planning Your Financial Success - Managing Uncertainty
Overview of Strategic Modeling and Cash Forecasting
Like many organizations, you are probably concerned about the economic impact on your financials and workforce. There’s much you can’t control during uncertain times like these, but you can take steps to protect your organization from being financially compromised and potentially find paths to new revenue streams.
In this webinar on-demand, you'll learn how to meet the objectives of your business by creating goal-oriented, driver-based plans, long-range strategic and risk-adjusted modeling/planning, and much more.
Best Practices for Enterprise Performance ManagementPerficient, Inc.
A special webinar for Finance professionals
Looking forward to budget season? For many managers, the budget process is a painful, manual process driven by disconnected Excel spreadsheets that are error-prone, static, and generally non-collaborative. The result is a budget that becomes irrelevant as soon as the new fiscal year begins.
A more nimble response is needed. Budgeting and planning should be a continuous, flexible exercise based on rolling forecasts, and supported by systems that can adapt as the business climate changes.
Join us as we discuss how applying best practices and using an automated Enterprise Performance Management system can help intelligent enterprises reap the benefits of flexible budgeting, accurate forecasting and dynamic planning. By implementing best practices for budgeting and planning, you can:
- Make the budget process less painful
- Replace spreadsheets with web forms
- Automate the budget roll-up process
- Create budgets based on key business drivers
- Link strategic goals to operational decisions
- Integrate financial “actuals” with budget and forecast data
- Provide easy, real-time variance reporting
- Access a single version of the truth for financial information
Presenter Emil Fernandez is General Manager of Perficient's national Enterprise Performance Management practice.
Streamline Capital Planning in Healthcare, Higher Ed, and Transportation wit...Alithya
Oracle OpenWorld 2019
Learn about Alithya's Capital Portfolio Planning process that helps capital intensive organizations manage the request, prioritization, approval, and execution of multi-year capital investment portfolios. Learn how we can eliminate the "seven challenges of capital programming" with our proven approach, rooted in real-world projects to streamline the collection of new and recurring capital investments all the way to placing assets in-service.
Introduction to Enterprise architecture and the steps to perform an Enterpris...Prashanth Panduranga
This presentation was used to introduce Enterprise Architecture, Introduction to how to perform an Enterprise Architecture Assessment followed by TechSharp introduction.
Deliverables in the presentation is not clear, the slides represent what was shown as part of the demo.
List of deliverables:
Application Rationalization framework
Portfolio Analysis framework
Road Map
Current state analysis
Target State establishing process
System Context
System Landscape
Learn How Herman Miller Modernized Their HREmtec Inc.
Emtec and Oracle co-sponsored this event, which was part of the HCM Cloud Roadshow. This presentation is a case study, which goes through how Herman Miller Modernized Their HR.
Presentation for the IASA January 2016 eSummit on business-architecture - see http://iasaglobal.org/monthly-esummit/
Exploring the context of business-architecture: upwards to the big-picture, downwards to implementation, sideways to connections and qualities, and avoiding design-mistakes that take us backward to business-models that really don't work...
Your Challenge
It is difficult to start the project, engage the right people, and find the necessary requirements to drive the value of an enterprise architecture operating model.
It is challenging to navigate the common enterprise architecture (EA) frameworks and right-size them for your organization.
The EA practice may struggle to effectively collaborate with the business when making decisions, resulting in outcomes that fail to engage stakeholders.
Our Advice
Critical Insight
The benefits of an EA program are only realized when all components of the operating model enable the achievement of the program goals and objectives. Many times organizations overplay the governance card while ignoring the motivational aspects that can be addressed through the organization's structure or stakeholder relations.
Info-Tech’s methodology ensures that all components of an EA operating model are considered to optimize the performance of the EA program.
Impact and Result
Place and structure your EA team to address the needs of stakeholders and deliver on the previously created strategy.
Create an engagement model by understanding each relevant process of COBIT 5 and make stakeholder interaction cards to initiate conversations.
Recognize the need for governance and formulate the appropriate boards while considering various policies, principles, and compliance.
Develop a unique architecture development framework based on best-practice approaches with an understanding of the various architectural views to ensure the creation of a successful process.
Build a communication plan and roadmap to efficiently navigate through enterprise change and involve the necessary stakeholders.
David Beard
CRM Evangelist - Sage CRM Solutions
"With over 10 years involvement in business analyst & project management roles for a variety of companies in the IT, telecommunications & banking sectors, David brings a wealth of experience in helping companies define what a customer means and how best to interact - across both cultural & systemic contexts"
Fail to prepare, prepare to fail: implementing ERP and CRM systemsSageukofficial
David Beard, from the business software company Sage UK, looks at market place trends driving the thoughts of software vendors. He then considers why businesses often fail to realise the measurable benefits from ERP and CRM software implementations and what they can do to widen, and thus, improve their approach.
PeopleSoft HCM 9.2 is here! A whole new user experienceEmtec Inc.
Emtec hosted this webinar, which highlights many of the new features, functions and enhancements in PeopleSoft HCM 9.2. Discover how Oracle has simplified processing and increased analytics within the application, leading to increased productivity and an overall improved user experience.
BearingPoint has developed a comprehensive approach to deal with large workspace outfit projects, managed as real “transformation” projects involving major changes around work modes, workspaces and IT/digital equipment.
HCM Workforce Compensation Trends and DemoEmtec Inc.
How is Cloud going to help solve today's HR Challenges? How are you going to retain your key employees? With a fully functional Core HR, Workforce Management, Workforce Rewards, and Talent Management. But how do you get there?
This describes the concept of a Process Oriented Architecture. A Process Oriented Architecture is a way of linking process areas to actual (desired) interactions – customer (external interacting party) service journeys through the organisation. It allows two views of any process to be maintained and operated:
1. External view – that experienced by user
2. Internal view – that worked on by the organisational competency
An organisation will interact will multiple external parties. Each external party will have a number of interaction paths or journeys. These journeys are the routes of experience of external parties. These routes of experience need to be mapped (as) seamlessly (as possible) to internal organisational operational process competency groupings.
The interaction paths or journeys represent the Straight Through Processing that the customer (external party) wants to experience. The complexity of internal organisational operational process competency groupings needs to be masked from the customer (external party). Process Oriented Architecture is a key enabler of successful digital transformation.
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
Best Practices for Enterprise Performance ManagementPerficient, Inc.
A special webinar for Finance professionals
Looking forward to budget season? For many managers, the budget process is a painful, manual process driven by disconnected Excel spreadsheets that are error-prone, static, and generally non-collaborative. The result is a budget that becomes irrelevant as soon as the new fiscal year begins.
A more nimble response is needed. Budgeting and planning should be a continuous, flexible exercise based on rolling forecasts, and supported by systems that can adapt as the business climate changes.
Join us as we discuss how applying best practices and using an automated Enterprise Performance Management system can help intelligent enterprises reap the benefits of flexible budgeting, accurate forecasting and dynamic planning. By implementing best practices for budgeting and planning, you can:
- Make the budget process less painful
- Replace spreadsheets with web forms
- Automate the budget roll-up process
- Create budgets based on key business drivers
- Link strategic goals to operational decisions
- Integrate financial “actuals” with budget and forecast data
- Provide easy, real-time variance reporting
- Access a single version of the truth for financial information
Presenter Emil Fernandez is General Manager of Perficient's national Enterprise Performance Management practice.
Streamline Capital Planning in Healthcare, Higher Ed, and Transportation wit...Alithya
Oracle OpenWorld 2019
Learn about Alithya's Capital Portfolio Planning process that helps capital intensive organizations manage the request, prioritization, approval, and execution of multi-year capital investment portfolios. Learn how we can eliminate the "seven challenges of capital programming" with our proven approach, rooted in real-world projects to streamline the collection of new and recurring capital investments all the way to placing assets in-service.
Introduction to Enterprise architecture and the steps to perform an Enterpris...Prashanth Panduranga
This presentation was used to introduce Enterprise Architecture, Introduction to how to perform an Enterprise Architecture Assessment followed by TechSharp introduction.
Deliverables in the presentation is not clear, the slides represent what was shown as part of the demo.
List of deliverables:
Application Rationalization framework
Portfolio Analysis framework
Road Map
Current state analysis
Target State establishing process
System Context
System Landscape
Learn How Herman Miller Modernized Their HREmtec Inc.
Emtec and Oracle co-sponsored this event, which was part of the HCM Cloud Roadshow. This presentation is a case study, which goes through how Herman Miller Modernized Their HR.
Presentation for the IASA January 2016 eSummit on business-architecture - see http://iasaglobal.org/monthly-esummit/
Exploring the context of business-architecture: upwards to the big-picture, downwards to implementation, sideways to connections and qualities, and avoiding design-mistakes that take us backward to business-models that really don't work...
Your Challenge
It is difficult to start the project, engage the right people, and find the necessary requirements to drive the value of an enterprise architecture operating model.
It is challenging to navigate the common enterprise architecture (EA) frameworks and right-size them for your organization.
The EA practice may struggle to effectively collaborate with the business when making decisions, resulting in outcomes that fail to engage stakeholders.
Our Advice
Critical Insight
The benefits of an EA program are only realized when all components of the operating model enable the achievement of the program goals and objectives. Many times organizations overplay the governance card while ignoring the motivational aspects that can be addressed through the organization's structure or stakeholder relations.
Info-Tech’s methodology ensures that all components of an EA operating model are considered to optimize the performance of the EA program.
Impact and Result
Place and structure your EA team to address the needs of stakeholders and deliver on the previously created strategy.
Create an engagement model by understanding each relevant process of COBIT 5 and make stakeholder interaction cards to initiate conversations.
Recognize the need for governance and formulate the appropriate boards while considering various policies, principles, and compliance.
Develop a unique architecture development framework based on best-practice approaches with an understanding of the various architectural views to ensure the creation of a successful process.
Build a communication plan and roadmap to efficiently navigate through enterprise change and involve the necessary stakeholders.
David Beard
CRM Evangelist - Sage CRM Solutions
"With over 10 years involvement in business analyst & project management roles for a variety of companies in the IT, telecommunications & banking sectors, David brings a wealth of experience in helping companies define what a customer means and how best to interact - across both cultural & systemic contexts"
Fail to prepare, prepare to fail: implementing ERP and CRM systemsSageukofficial
David Beard, from the business software company Sage UK, looks at market place trends driving the thoughts of software vendors. He then considers why businesses often fail to realise the measurable benefits from ERP and CRM software implementations and what they can do to widen, and thus, improve their approach.
PeopleSoft HCM 9.2 is here! A whole new user experienceEmtec Inc.
Emtec hosted this webinar, which highlights many of the new features, functions and enhancements in PeopleSoft HCM 9.2. Discover how Oracle has simplified processing and increased analytics within the application, leading to increased productivity and an overall improved user experience.
BearingPoint has developed a comprehensive approach to deal with large workspace outfit projects, managed as real “transformation” projects involving major changes around work modes, workspaces and IT/digital equipment.
HCM Workforce Compensation Trends and DemoEmtec Inc.
How is Cloud going to help solve today's HR Challenges? How are you going to retain your key employees? With a fully functional Core HR, Workforce Management, Workforce Rewards, and Talent Management. But how do you get there?
This describes the concept of a Process Oriented Architecture. A Process Oriented Architecture is a way of linking process areas to actual (desired) interactions – customer (external interacting party) service journeys through the organisation. It allows two views of any process to be maintained and operated:
1. External view – that experienced by user
2. Internal view – that worked on by the organisational competency
An organisation will interact will multiple external parties. Each external party will have a number of interaction paths or journeys. These journeys are the routes of experience of external parties. These routes of experience need to be mapped (as) seamlessly (as possible) to internal organisational operational process competency groupings.
The interaction paths or journeys represent the Straight Through Processing that the customer (external party) wants to experience. The complexity of internal organisational operational process competency groupings needs to be masked from the customer (external party). Process Oriented Architecture is a key enabler of successful digital transformation.
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
I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use...Alithya
Profitability is a major indicator of business performance. Unfortunately, the typical financial system manages expenses and revenues from different perspectives. As a result, finance teams often rely on large, complex allocation models (sometimes “black box” systems) to provide management with the strategic P&Ls by geographical area, business unit, product, segment, and more—all in an attempt to pivot from “what it is,” to “what it’s for.” Regardless of industry, company size, or function, more strategic insight into underlying cost structures and their impact on profitability is necessary.
Oracle Hyperion Profitability and Cost Management Cloud Service (PCMCS) is a performance management application that introduces a world of possibilities for organizations to enhance financial data generated through their general ledgers and EPM systems into meaningful, accurate, and consumable information. Unlike traditional profitability systems, which require a large investment in both infrastructure and related technical overhead, PCMCS allows business users to easily create and manage their profitability systems with unparalleled speed and efficiency, supporting numerous use cases in both the financial close and management reporting domains, including IT financial management, operational transfer pricing, expense allocations, fully allocated P&L, strategic P&Ls, and operational profitability.
Attend this session to learn how PCMCS is an effective solution with benefits for every industry—one that empowers business users to gain insight into hidden profit and cost across key business dimensions. The presentation provides an overview of business needs using a perspective around corporate and shared service allocations. You’ll also gain insight into the PCMCS solution capabilities and functionality, including a comparison to other EPM tools, and we’ll share specific use cases.
Secrets of an EPM Cloud Solution - How to Deliver Superior Profit Performance Alithya
Oracle OpenWorld 2019
As organizations seek to improve the quality of service and reduce costs through the establishment of shared service centers for both corporate functions and client facing activities, the need for fully allocated P&Ls as a management reporting tool becomes critical to ensure that Divisional and Line-of-Business performance supports the overall corporate performance targets expected by senior management and investors. With most financial systems organized around managing expenses on a "supply side" basis, creating the pivot from "what it is" to "what and who it's for" becomes more challenging. Even if methodologies are agreed upon, providing both service providers and divisional leadership with transparency into the "why" behind P&L charges is a hurdle. For this reason, Oracle Enterprise Performance Management (EPM) Cloud applications such as Oracle Profitability & Cost Management Cloud Service (PCMCS) have been purpose-built to allow business users a mechanism to define initial models, execute them in an automated fashion, and provide transparency into allocated results and intercompany charges, allowing service providers and service consumers to better understand the levers that impact financial results. Attend this session for a case study that walks through the steps required to construct a fully allocated P&L within Oracle PCMCS. Topics covered include:
Designing a data model that enables transparency
Typical fully allocated P&L rule definition – sequencing and drivers
Leading practices in reducing rule maintenance
Self-service model validations and analytics
Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, o...Joseph Alaimo Jr
Have you seen your future in Oracle EPM & Analytics Cloud? And do you know if it’s sunny or not? Over the last several years, many of our customers have asked that same question—should I move? If so, when? And if when, how? This presentation provides a series of case studies to highlight the different approaches customers have taken to assess and deliver to their internal business partners the features and benefits of Oracle Cloud. Whether taking an “assessment-only view,” “bring your own Cloud,” “dip your toe in the water,” or “big-bang” approach, gain insight into the pros and cons of different implementation approaches, business benefits, and product features—specifically focused on the EPM and Oracle Analytics Cloud product suite.
Analytics Cloud Comprehensive Look to Data VisualizationAlithya
The Mandate for Business Analytics, Oracle Analytics Cloud (OAC) Overview, Brief OAC Screen Shot Demo – Data Visualizer
Presented at Oracle EPM Day Montreal 1/22/19 by Mike Killeen, SVP, Alithya
Oracle Analytics Cloud: connect; prepare; explore; share. Liberate all data and connect to more than 50 different data sources. Powerful tools for auditable and traceable data blending, wrangling, cleansing, & modeling. Intuitive and rich exploration with self-service data visualization. Build collective intelligence by collaborating with peers and socialize insights across the organization or the world.
Oracle EPM Day Boston - Improving Performance with Enhanced Insight into Pro...Alithya
Oracle EPM Innovation Day - Boston
Mike Killeen of Edgewater Ranzal presented on Improving Performance with Enhanced Insight into Profitability and Costs using Oracle Hyperion Profitability and Cost Management (HPCM)
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
Lights-Out EPM Cloud Automation at Thomas Jefferson Using REST APIAlithya
The session will showcase how Thomas Jefferson automates the load of its PeopleSoft GL data eight times a day via a process across six business entities. The process is "lights-out" automation and runs based on the availability of file(s). The process automation uses EPM Automate, Data Management REST API, and custom PowerShell utilities that provide automation which starts with availability of file(s) and culminates in sending email communication to the business user with exceptions handling.
Hosted by Vatsal Gaonkar at the ODTUG Learn from Home Series
Just the Facts: Debunking Misconceptions about Enterprise Data ManagementAlithya
In this session, we will explore and debunk misconceptions, myths, and half-truths surrounding the Enterprise Data Management Cloud (EDM) product. We will discuss how EDM handles the mastering of enterprise data assets, data governance, alignment of master data across applications, and integration capabilities with cloud and on-premises deployments. We will also touch on EDM vs. data relationship management (DRM). Is EDM really “DRM in the Cloud”? Can EDM do everything DRM can do, and is it really "ready for prime time”? What does EDM do best, and what are surprising things EDM can do I may not realize? Come to this session to find out!
Hosted by Kevin Black at the ODTUG Learn from Home Series
OATUG Forum - Utilizing Groovy and Data Maps for Instantaneous Analysis betw...Alithya
During this session, we will explore a variety of different techniques that can be utilized to decrease the time between data entry and data analysis and reporting. We will use real-world examples and use cases to demonstrate different methods that will minimize time between input and analysis. We will review best practices for utilizing data maps in conjunction with forms, simple groovy scripting while using pre-built functionality within PBCS. Attendees will walk away with a better understanding and a new way of thinking about data movement between PBCS cubes.
Hosted by Sara Beth Good at the OATUG Forum Collaborate 2020
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
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.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
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.
3. TODAY’S PRESENTERS
3
Mike Killeen
> Alithya Ranzal - Sr. Vice President, Oracle Ace
> 21+ Years EPM & BI Experience with Alithya Ranzal
> 6 Years – Strategic Initiatives & Advisory
> 2 Years – VP, UK Division
> 6 Years – Planning & Analytics Practice Director
> 8 Years – Implementation Consultant
> Expertise Across Multiple Domains
> Business Intelligence & OLAP
> Planning, Budgeting & Forecasting
> Financial Consolidation & Reporting
> Cost Allocations & Profitability Analysis
> Master Data Management
Wil Adkins
> 40+ years in the Financial Services Industry – past
12 years in the Asset Management sector
> Legg Mason - Managing Director of Global Financial
Planning and Analysis group
> Representation of financial results to Executive
Committee, LM Board and Audit Committee
> Manage the annual multi-year planning process, monthly
projections and periodic forecast
> Provide financial and business decision support to Legg
Mason's shared services and distribution groups
> Manage Consolidation of Legg Mason's Assets under
Management, business pipeline and performance
reporting
5. LEGG MASON GLOBAL ASSET MANAGEMENT
5
> U.S. based diversified global investment management leader
> Provides global distribution serving individual and institutional
investors
> Multi-manager model - Partnership of 9 Investment Affiliates,
each with investment autonomy
> Growth through product development, Affiliate investment and
acquisitions
> $727B Assets Under Management*
> 3,300 employees*
> 39 Locations Worldwide
* As of 12/31/2018
7. ALITHYA GROUP, INC.
7
> North American strategy and digital technology leader
> Specialized in designing and building innovative and
efficient digital solutions for complex business
challenges
> 2,000 professionals
> Activities and offices in Canada, the United States and
Europe
> Over 2,000 clients
> Founded in 1992
8. 9
ALITHYA RANZAL ORACLE EPM & ANALYTICS PRACTICE
9
Comprehensive Business Solutions
Our solutions drive improved business performance
through better decision making, strong customer
engagement, and optimized operations
Deep Partnership Drives Customer Value Adaptable Deployment Models
Diverse Client Portfolio & Industry Expertise
Retail
Energy/
Utilities
Team Highlights
Multiple
Oracle ACEs
Seasoned
delivery team
with avg 8 years
serving clients
Experienced
management team
with avg 15 years
in the company
Certified Cloud
Resources
Enterprise Performance
Management (EPM)
Analytics
Financial Services
Technology CPG and
Manufacturing
Healthcare
1,000+ Clients 2,000+ Projects
20+ Years
Advisory
Services
Implementation
Services
Technical Services Hosting &
Support
Training
Services
Intellectual
Property
10. LEGG MASON PROFITABILITY REPORTING
CURRENT STATE CHALLENGES AND PAIN POINTS
14
> De-centralized management and profitability reporting for
U.S. and International based entities
> Complex manual non-standardized Excel based process with
inconsistent rules
> Multiple disconnected views of profitability: Management,
Funds and Sales
> Incomplete data sets for AUM, Sales and Revenue at
Channel/Firm level
> Minimal transparency into the allocations and process
> No client/firm allocations
11. CURRENT STATE - ALLOCATION FLOW
A COLLECTION OF SPREADSHEETS
15
Territory Profitability
LMGD - US LMGD - INTL
Affiliates -
Institutional
Gap -
Transfer
Pricing
Gap - IT
Svc Costing
Gap – Non-
15c
Products
Marketing
& Sales
Allocation
Shared
Service
Entity
Allocatio
n
European
Office
Profitability
Model
US Firm
Profitability
Model
15c Profit
Study Model
US Firm
Profitability
Model
What If -
Product
Investment
s
Commissi
on
Calc
13. LEGG MASON - ENTERPRISE PROFITABILITY INITIATIVE
17
> Enterprise Profitability Initiative
> Global and company-wide program focused on measuring the
profitability of Legg Mason’s products and services across multiple
dimensions (Investment Vehicle, Channel, Client, Location, Sales
Force, etc.)
> Solution that provides traceability into cost drivers and how they
impact profitability
> Business management process that increases transparency
resulting in “actionable insight”
14. If you can generate a whale curve by Customer, by Product, by Channel, etc, you’re on your way to making
intelligent decisions about your business.
PROFIT OPPORTUNITIES
18
Exploiting the Whale!
50% 15% 35%
$140 Mil
$81 Mil
Why $60M Loss?
Product/Customer/Channel/Market, etc
Profit
Detail?
Strategic
P&Ls
15. SOLUTION AT A GLANCE
19
> Replace Excel & Custom “black box” based process with
Oracle EPM Cloud Profitability Solution (PCMCS)
> Fully-allocated P&L with linking GAAP Management and
Sales Contribution Views for Legg Mason and Affiliates
> Allocations to Products, Channels and Clients/Firms
> Includes Shared Services, Project specific costs and IT costs
by service type
> Self-Service Reporting with Ad Hoc Excel Based Analysis,
Published Profitability P&Ls, and Profitability Specific
Dashboards & Visualizations
16. ORACLE PROFITABILITY & COST MANAGEMENT CLOUD
PCMCS Capabilities & Workflow
Published Reports &
Interactive Analytics
Model Development
Master Data & Data
Integration Management
Profitability & Cost Management
Cloud Service
(PCMCS)
Financial Reports,
Smart View, Embedded
Visualizations
Model Execution
No Large Initial Investment
Accessible
Always up to date
Limited IT Involvement
Embedded
Intelligence
Mobile
Rule Transparency
Allocation
Engine
Integrations Dashboards &
Work Areas
20
17. PCMCS - DATA MANAGEMENT
21
Master Data & Data
Integration Management
PCMCS
PCMCS
PCMCS
> Native Load
> Formatted Text Document
> No Load Rule Required
> Loads can be initiated in PCM GUI
> Cloud Data Management (e.g. FDMEE “Light”)
> Provides data mapping
> Provides scheduling
> Provides Drill (included in user licenses)
> Flat File & Cloud to Cloud Import/Exports
> Hybrid (e.g. FDMEE On-Premises v 11.1.2.4+)
> Full CDM Functionality, plus….
> Custom Scripting & Automation
> Direct Connectivity to Ground Applications
> Additional licensing considerations….
18. SOLUTION - ARCHITECTURE & DATA FLOW
22
> Data Sources
> Financial Data
inputs
> Statistical Data
> Metadata
> Dual Application
> Calculation
> Reporting
> Reporting Options
> Smart View
> Financial
Reporting
> Analytics
> On-premise
cube
IT Charges
Client Exp
Prod Rev
Sales Stats
GAAP Results
Manual
Time
Surveys
Master Data & Data
Integration Management
19. PCMCS - RULES MANAGEMENT Model Development
> Point-of-view (POV) Specific
> Rules, Drivers, & Financials can vary by
POV
> Completely GUI based
> Intuitive Business focus layout
> No coding knowledge necessary
> No staging tables to edit
> Four Easy Steps:
> 1. Define your Rule
> 2. Select your Source
> 3. Select Destination
> 4. Select Driver
> Optional – Select Offset
20. SOLUTION - ALLOCATION METHODOLOGY
Interdepartment
Transfers
Entity
No Project/
IT Cost
No
Product
No
Channel
No
Company
Project/IT
Allocations
Entity
Project/
IT Cost
No
Product
No
Channel
No
Company
Product
and Channel
Allocations
Entity
Management
Account
Product Channel
No
Company
Management to
Contribution View
No Entity
Project/
IT Cost
No
Company
Project/
IT Cost
Product Channel
Management
Account
Management
Account
Contribution
Account
Client/Firm
Allocations
No Entity
Project/
IT Cost Company
Product Channel
Contribution
Account
Affiliate
Contribution
Adjustment
No Entity
Project/
IT COst Company
Product Channel
Contribution
Account
Set 1 – Inter-Department Transfers (Entity to Entity)
Set 2 – Project and IT Cost Allocations
Set 3 – Product and Channel Allocations
Set 4 – Management Account to Contribution Line Items View
Set 5 – Client and Firm Allocations
Set 6 – Affiliate Contribution Adjustment
> Methodology
> PCMCS allocates Costs &
Revenue Pools through
one or more stages or
Rule Sets in a top down
capacity
> Rule Sets – Steps in the
allocation process that
have similar pool
characteristics
> Separate Sets enable
traceability through the
model and distinct data
points
Model Development
23. SOLUTION RESULTS
28
Legacy Process Oracle EPM Cloud Solution
Transparency “Black Box” Traceability through all allocation
steps
Governance De-centralized processes Single Model for all Entities
(US/Intl), standardized process,
centrally managed
Integrity Inconsistent allocation
methods across Sales,
Product & Finance views
One common allocation
methodology – different views are
simple reporting pivots
Flexibility Custom built Excel
worksheets
‘What-If’ capability, Timely,
Business User Driven
Scope Product and Channel only Product, Channel, Client/Firms and
IT Costs by Service Type
Other/
Enhancements
No key client and firm
profitability
Supports external reporting, project
allocations, global key client and
firm profitability
24. BUSINESS OUTCOMES
29
> Actionable results – by providing different views of profitability that
can be used to make decisions regarding the viability of Products /
Channels, etc.
> Effective cost management – by enabling focus on cause and effect
regarding cost incurred by a particular group and its alignment to LM
strategic goals
> Enterprise profitability modelling
> Common allocation methodologies
> Greater process efficiency - faster generation times
> First leap into the cloud for Finance
25. LESSONS LEARNED
30
> Project Learnings
> Make sure the right team of technical and functional SME’s
are identified and available
> Ensure model owners participate in rule configuration &
updates
> Perfect data is rarely available – get to a state where you can
move forward, and then use the project to help cleanse
upstream data sources
> Take advantage of frequent cloud software updates &
leverage capabilities offered
> Deliver End user training prior to testing cycles begins
27. NEXT STEPS
32
P0
•Description: Project Readiness
•Activities: Prepare Source Data and Master Data. Document Allocation Rules. Mobilize Project Teams
•Goal: Prepare for Design and Start of Implementation Project
P1
•Description: LMGD Allocations & Profitability
•Applications: PCMCS 1 (LMGD Allocation Processing), PCMCS 2 (Reporting)
•Goal: Retail and Quasi Institutional Profitability, Solution Foundation for Future Growth, Some What-If
P2
• Description: Institutional (“Affiliate”) Allocations & Profitability, PCMCS Enhancements
• Applications: PCMCS 3 (Institutional Allocation Processing), PCMCS 1, PCMCS 2
• Goal: Enhancements to Retail Profitability and Reporting, Additional What-If
P3+
• Description: Sales Rep Profitability, Solution and Global Enhancements
• Applications: PCMCS 4 (Sales Rep, Variable Comp Allocations)
• Goal: Replace existing offline variable calc model, establish new producer performance views
28. QUESTIONS
Mike Killeen
SVP, Technology & Strategy
Alithya Ranzal
mike.killeen@alithya.com
35
Wil Adkins
Managing Director Global FP&A
Legg Mason
WCAdkins@leggmason.com
Last Session! - IT Financial Management [CON2316]
Thursday | 3/21 | 2:50pm - 3:40pm | Tradewinds B - North Convention Center
29. ALITHYA’S SPEAKER SESSIONS
36
Visit us at Booth FIN-15
Strategic Modeling in a Dynamic World [CON2319]
Wednesday | 3/20 | 5:20pm - 6:10pm | Tradewinds B - North Convention Center
Oracle EPM Cloud: Legg Mason's Enterprise, Profit-Driven Quest [CON2441]
Thursday | 3/21 | 1:45pm - 2:35pm | Tradewinds C - North Convention Center
IT Financial Management [CON2316]
Thursday | 3/21 | 2:50pm - 3:40pm | Tradewinds B - North Convention Center