This document discusses a presentation about integrated business analytics solutions using Oracle EPM, BI, and big data technologies. It provides an overview of Edgewater Ranzal, a global Oracle consulting partner, including their experience, services, and clients. The bulk of the presentation focuses on profitability and cost management, including the challenges organizations face, Oracle's solution, and a deep dive on the Profitability and Cost Management Cloud Service.
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.
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
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.
Oracle Enterprise PBCS Driver Based Planning and BudgetingRati Sharma
This document shows how Oracle EPBCS solution helps organizations to drive true value of their budgets. Planners can have complete control on their budget numbers and apply various drivers to change values as business situation changes
Presention of the 'Best Pratice'Session of the implementationof Oracle Profitability and Cost Management at large Bank. Presented by Erik de Rouck, Consultant @Tentive
Oracle Planning and Budgeting Cloud ServiceDatavail
Oracle Planning and Budgeting Cloud Service (PBCS) is an Enterprise Performance Management software you can get more quickly and affordably than you may realize. Here’s a chance to learn all about it.
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.
Case Study: Using EDMCS to Solve Master Data ChallengesAlithya
Enterprise Data Management Cloud Service (EDMCS) is a relatively new but critically important addition to the EPM Cloud product landscape. As clients have discovered the challenges surrounding effective master data management do not go away just by moving to the cloud. If anything, the EPM Cloud transition has only further emphasized the importance of robust management of enterprise master data assets. Come to this session to hear about the practical benefits achieved by an EDMCS implementation project.
This session will briefly highlight the key features and concepts of EDMCS (note, EDMCS really is not “DRM in the cloud!”). Then we will dive into a recent project involving an EDMCS implementation at a large mid-Atlantic health care insurer in support of an enterprise cost management/allocation initiative. Challenges, lessons learned, and benefits achieved will be highlighted, along with a look at the unique mix of products and technologies involved in the solution (PCMCS, Linux, and EPM Automate to name a few). We will also touch on the interesting challenges involving dimensionality, primary and alternate hierarchies, and data mappings as they relate to an EDMCS implementation for PCMCS.
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.
Oracle Enterprise PBCS Driver Based Planning and BudgetingRati Sharma
This document shows how Oracle EPBCS solution helps organizations to drive true value of their budgets. Planners can have complete control on their budget numbers and apply various drivers to change values as business situation changes
Presention of the 'Best Pratice'Session of the implementationof Oracle Profitability and Cost Management at large Bank. Presented by Erik de Rouck, Consultant @Tentive
Oracle Planning and Budgeting Cloud ServiceDatavail
Oracle Planning and Budgeting Cloud Service (PBCS) is an Enterprise Performance Management software you can get more quickly and affordably than you may realize. Here’s a chance to learn all about it.
Oracle Financial Consolidation and Close Cloud Service (FCCS) is the latest evolution of Oracle’s market-leading Financial Close Suite. What makes it different than Hyperion Financial Management (HFM)? A lot!
We delivered a side-by-side review of FCCS and HFM. If you’re a customer of Hyperion Enterprise, HFM, or non-Oracle financial reporting packages evaluating alternative solutions, you will gain a much deeper understanding of Oracle’s strategy in the consolidation and close domain.
Discussion included:
-Functional and technical comparison of FCCS and HFM (Dimensions, Rules, Reporting, etc.)
-Migration considerations/best practices
-Product direction from Oracle
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
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
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
How do you learn a new language? How do you figure out how to do something new in a language your already know? Code samples! This is a collection of some of my favorite bits of code. Some of it is useful in every application you build. Some of it solves an unusual problem. Some it of it is just plain cool. This includes BSO and MDX code.
We will also explore some design concepts such as when to use outline formulas vs. script-based calculations, dimensional design for different calculation requirements, and how to take advantage of calc manager's modular approach.
Here are a few of the snippets we will cover:
• Transposing data from one dimension to another
• Forecasting with S curves
• Rolling forecasts
• Using XREF to code overrides
• Useful date calcs
• Useful Planning expressions
This session is designed for developers with a beginning to intermediate skill level in BSO and or MDX calculations.
How Noble Energy Automated Reconciliations with Oracle ARCSPerficient, Inc.
Noble Energy, an independent oil and natural gas exploration and production company, had struggled for years with a cumbersome spreadsheet and email-driven account reconciliation process. The accounting team sought a purpose-built tool with auditing, workflow and automated reconciliation capabilities. The IT team wanted a solution in line with their Cloud-first strategic direction.
After evaluating several products, Noble Energy selected Oracle Account Reconciliation Cloud Service (ARCS) with transaction matching and partnered with Perficient to deliver the implementation.
Project owner Matt Dossett, CPA and Senior Accountant, discussed their migration to ARCS including lessons learned and how ARCS could benefit your organization.
Discussion included:
-Challenges with the legacy account reconciliation process
-The factors leading to the selection of Oracle ARCS
-Considerations of implementing a cloud solution with on-premises Oracle EBS ERP
-The value of automated reconciliations with transaction matching
-Benefits realized with ARCS implementation
Designing a Chart of Accounts for a Global Company Going to Oracle E-Business...eprentise
A useful chart of accounts provides flexibility for recording and reporting financial information, brings structure for managing uniformly, and enhances communication. Five fundamental criteria for chart of accounts design in Oracle E-Business Suite will allow your business to create a forward-thinking chart of accounts to optimize growth and flexibility, while minimizing maintenance. eprentise founder and CEO Helene Abrams goes over the five fundamental design criteria and how to design your own chart of accounts.
Watch the webinar recording: https://vimeo.com/82202289
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
More and more, Organizations are considering off-premise hosting and cloud solutions for enterprise solutions. Other Organizations have strict policies to ensure critical and sensitive corporate systems stay within internal walls. This sessions explores what options are available for EPM solutions, including Oracle’s newly announced Planning and Budgeting on the Cloud Service.
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.
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.
It explains the basic principles of data warehousing, revealing the secrets of core concepts such as OLAP, dashboards, reporting tools, performance management, budgeting and strategy.
EDMCS and FDMEE: The Foundation to Wright Medical’s Hybrid EPM LandscapeAlithya
This presentation explores how Wright Medical continues its journey to the Oracle EPM Cloud and how EDMCS and FDMEE are the foundational building blocks that ensure data integrity in Wright’s Close, Forecast, and Reporting processes. Learn how Wright deployed EDMCS to manage master data across two Enterprise Planning and Budgeting Cloud Service (EPBCS) applications as well as Hyperion Financial Management (HFM). It also highlights how EDM is used to dynamically generate data mappings and how FDMEE is the “easy button” that enables data and master data integration across the entire solution.
Oracle Financial Consolidation and Close Cloud Service (FCCS) is the latest evolution of Oracle’s market-leading Financial Close Suite. What makes it different than Hyperion Financial Management (HFM)? A lot!
We delivered a side-by-side review of FCCS and HFM. If you’re a customer of Hyperion Enterprise, HFM, or non-Oracle financial reporting packages evaluating alternative solutions, you will gain a much deeper understanding of Oracle’s strategy in the consolidation and close domain.
Discussion included:
-Functional and technical comparison of FCCS and HFM (Dimensions, Rules, Reporting, etc.)
-Migration considerations/best practices
-Product direction from Oracle
Dimensionality & Dimensions of Hyperion Planningepmvirtual.com
In this tutorial we are providing the details of Oracle Hyperion Planning applications' dimensions and their details.
This guide is presented to you by epmvirtual.com
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
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
How do you learn a new language? How do you figure out how to do something new in a language your already know? Code samples! This is a collection of some of my favorite bits of code. Some of it is useful in every application you build. Some of it solves an unusual problem. Some it of it is just plain cool. This includes BSO and MDX code.
We will also explore some design concepts such as when to use outline formulas vs. script-based calculations, dimensional design for different calculation requirements, and how to take advantage of calc manager's modular approach.
Here are a few of the snippets we will cover:
• Transposing data from one dimension to another
• Forecasting with S curves
• Rolling forecasts
• Using XREF to code overrides
• Useful date calcs
• Useful Planning expressions
This session is designed for developers with a beginning to intermediate skill level in BSO and or MDX calculations.
How Noble Energy Automated Reconciliations with Oracle ARCSPerficient, Inc.
Noble Energy, an independent oil and natural gas exploration and production company, had struggled for years with a cumbersome spreadsheet and email-driven account reconciliation process. The accounting team sought a purpose-built tool with auditing, workflow and automated reconciliation capabilities. The IT team wanted a solution in line with their Cloud-first strategic direction.
After evaluating several products, Noble Energy selected Oracle Account Reconciliation Cloud Service (ARCS) with transaction matching and partnered with Perficient to deliver the implementation.
Project owner Matt Dossett, CPA and Senior Accountant, discussed their migration to ARCS including lessons learned and how ARCS could benefit your organization.
Discussion included:
-Challenges with the legacy account reconciliation process
-The factors leading to the selection of Oracle ARCS
-Considerations of implementing a cloud solution with on-premises Oracle EBS ERP
-The value of automated reconciliations with transaction matching
-Benefits realized with ARCS implementation
Designing a Chart of Accounts for a Global Company Going to Oracle E-Business...eprentise
A useful chart of accounts provides flexibility for recording and reporting financial information, brings structure for managing uniformly, and enhances communication. Five fundamental criteria for chart of accounts design in Oracle E-Business Suite will allow your business to create a forward-thinking chart of accounts to optimize growth and flexibility, while minimizing maintenance. eprentise founder and CEO Helene Abrams goes over the five fundamental design criteria and how to design your own chart of accounts.
Watch the webinar recording: https://vimeo.com/82202289
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
More and more, Organizations are considering off-premise hosting and cloud solutions for enterprise solutions. Other Organizations have strict policies to ensure critical and sensitive corporate systems stay within internal walls. This sessions explores what options are available for EPM solutions, including Oracle’s newly announced Planning and Budgeting on the Cloud Service.
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.
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.
It explains the basic principles of data warehousing, revealing the secrets of core concepts such as OLAP, dashboards, reporting tools, performance management, budgeting and strategy.
EDMCS and FDMEE: The Foundation to Wright Medical’s Hybrid EPM LandscapeAlithya
This presentation explores how Wright Medical continues its journey to the Oracle EPM Cloud and how EDMCS and FDMEE are the foundational building blocks that ensure data integrity in Wright’s Close, Forecast, and Reporting processes. Learn how Wright deployed EDMCS to manage master data across two Enterprise Planning and Budgeting Cloud Service (EPBCS) applications as well as Hyperion Financial Management (HFM). It also highlights how EDM is used to dynamically generate data mappings and how FDMEE is the “easy button” that enables data and master data integration across the entire solution.
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.
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
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
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)
Peak Profitability Across the Business: Understanding the Past and Planning f...Alithya
This exclusive Oracle EPM Conference provided tips on how to get the most out of your Hyperion investment and take your business to the next level of profitability through proven techniques and strategies.
Edgewater Ranzal hosted a presentation entitled: Peak Profitability Across the Business: Understanding the Past and Planning for the Future.
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
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.
This presentation gives insights, tips, and techniques on using the Oracle EPM Automate tool to automate movement of metadata and data for Hybrid Environments and between Cloud Pods (e.g. Enterprise Planning and Budgeting Cloud Service (EPBCS) and Profitability and Cost Management Cloud Service (PCMCS) applications).
Baha Mar's All in Bet on Red: The Story of Integrating Data and Master Data w...Joseph Alaimo Jr
Baha Mar is the Bahamas' newest luxury resort, featuring world class hotels, restaurants, shopping, spas, a golf course, and a casino. Baha Mar has gone all in, betting big on red by adopting a Planning and Budget Cloud Service (PBCS), a Financial Close and Consolidation Cloud Service (FCCS), and an Account Reconciliation Cloud Service (ARCS). Within PBCS, Baha Mar has implemented daily operational reporting (DOR), which captures daily activity across the entire property.
This presentation explores how, and more importantly, why FDMEE (on-premises) was used in favor of cloud data management. It covers the myriad of disparate and highly specialized data sources needed to support loading detailed operational data on a daily basis. It studies the various methodologies used to streamline data integration and enrich the data load cycle.
Additionally, EDMCS and cloud data management were leveraged to reduce duplicate master data maintenance while sharing key findings about this exciting new cloud service.
FDMEE versus Cloud Data Management - The Real StoryJoseph Alaimo Jr
Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.
Essbase’s “Best in Class” calculation engine enables Essbase and Planning to satisfy a vast array of planning and analysis needs. Whether it’s on-premise, in PBCS custom databases, or in the EPBCS business processes, creating custom logic that meets any analytical need will generate enormous value for your organization. But to take advantage of that power and avoid costly mistakes, you must thoroughly understand what you’re working with.
The Visual Approach to Essbase calculations was developed and refined over 20 years of Essbase and Planning projects with thousands of hours of training. Now, it’s been updated for the cloud and Hybrid Aggregation. The Visual Approach uses many diagrams and visualizations to walk through exactly how Essbase thinks, starting with a thorough explanation of dimensionality, the Essbase calc cycle, global calculation, and controlling calculation scope. It demystifies sparse and dense, showing how to make the block your friend in order to make your calculations (and other Essbase/Planning operations) quickly. Finally, it explains a handful of the most important commands and functions.
This presentation is for power users, admins, and developers who are either new to Essbase and Planning calculations or need to improve their calculation skills. It provides a thorough understanding of the concepts governing Essbase calculations and the core set of commands and functions that are used in virtually every calc script and business rule. It gives you the confidence to tackle new calculation challenges and write better, faster, and more powerful business rules.
Why Should I Care About DVD? Blu-Ray is the New Thing, Right?Joseph Alaimo Jr
You like Tableau and PowerBI, but you've been hearing about this thing called DVD. No, not the disc. We're talking about Data Visualization Desktop, Oracle's data visualization tool, which is part of the Oracle Analytics Cloud (OAC) suite. This presentation takes a quick look at OAC's suite of tools. It explores how Oracle Data Visualization stacks up against its main competitors, including a grudge match style live demo, during which you will get to take part in rating each tool! It focuses on the most important and interesting features so that you will be able to make your own assessment.
Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at ...Joseph Alaimo Jr
Presentation to demonstrate how a world leader in metal, electronics, and curbside recycling, implemented the Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) application to satisfy their forecasting and budgeting needs. The solution uses a Hybrid architecture, in which on-premises Financial Data Management Enterprise Edition (FDMEE) is used for data integration, for loading from source systems to EPBCS, and to integrate post forecast data with on-premises Hyperion Financial Management (HFM).
Predictive Planning is an element of Oracle EPM's focus on Intelligent Performance Management, which is automating as much as possible in order to free up humans to do the real thinking. Predictive Planning is advanced statistical forecasting made easy and tightly integrated into EPBCS. It includes methods such as linear regression, exponential smoothing, and seasonality. For each forecast, it tests many different techniques and creates a forecast using the best one. You might use the results as your primary forecast, you might use them as your forecast seed, or you might use them to compare to and validate human-made forecasts. You don’t need a PhD in statistics. In fact, it’s a good way to learn more about statistical forecasting techniques (aka data science).
So how exactly does it work, and how can you use it to improve your forecasts? This presentation provides a quick overview of the statistical techniques and error measures. It identifies some potential use cases from finance, sales, and HR. Finally, it digs into some examples of how to set up and implement the cube. This presentation is intended for EPBCS admins and developers, as well as Finance, Sales, and HR planners who want to improve their forecasting and analytics.
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.
Adaptive Intelligence: What's Next in Business AnalyticsJoseph Alaimo Jr
Oracle Analytics Cloud: Connect, Prepare, Explore, Share. Liberate data and connect to more than 50 different data sources. Powerful tools for auditable and traceable data blending, wrangling, and cleansing. Intuitive and rich exploration with self-service data visualization. Build collective intelligence by collaborating with peers and socialize insights across then organization or the world.
Oracle IT Financial Management (ITFM) - Align IT to run and grow the business. Transparency to IT service charges; align IT projects with strategic priorities; IT spend analysis - run vs. grow vs. transform; build credibility with the business
Back to the Future - Oracle Essbase - Then and Now Joseph Alaimo Jr
Join Edgewater Ranzal for a whimsical look at the history of Oracle Essbase. Take a walk down memory lane to the days of Arbor Software, where all that was required was a “server under the desk”, and tools such as Application Manager and the Excel Add-In. We will show historical artifacts, and share examples of “alternative” applications from days gone by, in addition to the traditional triad of management reporting, planning and profitability analysis that so many of our customers leverage today. Come for a breakfast treat, take home a few souvenirs, and reminisce with like-minded peers regarding the amazing Essbase!
Oracle’s Supplemental Data Manager (SDM) module is designed to capture supplemental information in a structured process. A presentation on how UHS was able to replace a long list of Excel-based schedules with SDM and automate the data population to make the process more efficient. UHS was able to accommodate schedules used both at the beginning of the close process in order to formulate and validate accruals as well as at the end of the close process for reporting purposes.
True Power of Oracle's Enterprise Planning Suite Unleashed at POETJoseph Alaimo Jr
POET, a leading biofuel company specializing in the production of ethanol and ethanol co-products, needed a platform to support its performance management initiatives and ultimately the company mission, which required generating fully integrated income statement, balance sheet, and cash flow projections over a five-year planning horizon. It needed a system that could provide short-term detailed operational budgeting capabilities for various aspects of the business (i.e. SG&A, capital planning, project planning) while also delivering a flexible solution to allow for higher level long-range planning. In search of these overall process improvements and efficiencies related to the budgeting and long-range planning processes, POET turned to Oracle and Ranzal to deliver a best in-class solution using Oracle’s suite of EPM applications. A guide through POET's process using the “right tool for the right job” mantra, to unleash the true power of Oracle’s Enterprise Planning suite including Oracle Hyperion Strategic Finance, Hyperion Planning (including Workforce, Capital and Project Financial Planning), Essbase, and Financial Data Management Enterprise Edition.
FDMEE Scripting - Cloud and On-Premises - It Ain't Groovy, But It's My Bread ...Joseph Alaimo Jr
So you've made the transition to FDMEE and now you want more. FDMEE scripting is what empowers you to do more with the application. Explore how to use FDMEE scripting to enhance and streamline your integrations and how to use Jython and the various APIs within the EPM stack to take your application to the next level. Have a hybrid FDMEE cloud deployment? That's cool, let's look at Groovy and EPMAutomate and see how FDMEE can function as your automation hub.
This session will be most useful for those with a solid FDMEE foundation and some familiarity with scripting languages.
Knowledge shared about implementing and upgrading FDMEE. Tired of trying to get your FDMEE questions answered in other panels that span all the EPM technologies? Perhaps you are considering an upgrade to FDMEE, maybe you have already upgraded and are missing key functionality, maybe you are trying to understand your options for cloud integration with FDMEE, or maybe you just want to learn more about what you can do with FDMEE.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
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.
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
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.
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.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...
PCMCS - Have it Your Way
1. INTEGRATED BUSINESS ANALYTICS
Getting to the Answers for Improved Business Performance
Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies
HUGmn Tech Day
Profitability & Cost Management: Have it Your Way
Mike Killeen – Sr. VP Technology, Oracle Ace, Edgewater Ranzal
March 15, 2017
2. Business Analytics Solutions Provider Using Oracle EPM and BI Technologies
Today’s Presenter
Mike Killeen, Edgewater Ranzal
Sr. Vice President, Oracle Ace
Primary Oracle Product Management advisor on
HPCM & PCMCS dating back to 2007
20+ Years EPM & BI Experience with Ranzal
5 Years – Strategic Initiatives & Advisory
2 Years – VP, UK Division
6 Years – Planning & Analytics Practice Director
8 Years – Implementation Consultant
Expertise across Multiple Domains
Cost Allocations & Profitability Analysis
Planning, Budgeting & Forecasting
Financial Consolidation & Reporting
Business Intelligence
Master Data Management
2
3. Business Analytics Solutions Provider Using Oracle EPM and BI Technologies
Agenda
Introductions
The Need for Profitability
Management
Oracle Profitability Solution Overview
Deep Dive into Profitability & Cost
Management Cloud Service (PCMCS)
Closing and Q&A
20+ Years
1000+ Clients
2000+ Projects
3
4. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
1,000+ Oracle/Hyperion Customers 2,000+ Oracle/Hyperion Projects
Proven Project Methodology and Implementation Approach
Planning
Suite
Fin Close
Suite HPCM
BI Suite Big DataEngineered
Systems
Integration
Workflow
Master Data
On-PremiseCloud (SaaS/PaaS/IaaS)
Edgewater Ranzal is a global full-service Oracle Platinum Consulting Partner providing
premier services across the entire EPM / BI / Big Data platforms
Since 1996
Healthcare
Financial Services/Insurance
Retail
CPG / MFG
High Tech
Oil & Gas
Entertainment
Planning
Cloud
Fin Close
Cloud Profitability
Cloud
4
Edgewater Ranzal Overview
20+ Years of Integrated Business Analytics
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Big Data
Cloud
BI
CloudCloud
Infrastructure
Training
Services
Operational
ERP
Intellectual
Property
5. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Edgewater Ranzal History with
Profitability & Cost Management Solutions
5
6. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
The Need for Profitability &
Cost Management
6
7. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Why Profitability & Cost Management is Important
7
8. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
And CFOs are talking about it…
Slide Courtesy of Oracle
8
9. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Challenges in Profitability Management
#1 - Statutory Reports not timely or detailed enough
9
Financial
transactions
Financial
Data
Consolidation
(GL/HFM/FCCS)
Accumulator
Bottom-line
Results
Organizational P&L
What defines a
profitable customer?
What is the profit
contribution of a
product or a service?
What does it cost to
sell to or to service
customers?
What proportion of
resources does a
specific customer
consume?
Why hasn’t increased
revenue resulted in
increased
profitability?
10. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Challenges in Profitability Management
#2 - Assignment of Indirect Costs
10
No Standard Process
Standard, accepted
process
Indirect Costs are tracked
against supply side
structures, not demand
side needs. This makes
measurement difficult
11. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Challenges in Profitability Management
#3 - A Patchwork of Technology Approaches
Very manual
Error Prone
Time consuming
Lacks controls &
governance
Creates Key
Personnel
Dependencies
Lacks
transparency
Financial close
is slower,
bloated, and
more costly
Unable to
extend ERP
data (e.g.
customer)
“Black-box” that
is difficult to
maintain
Slow to adapt
Grows unwieldy
over time
May become
unsupported
Spreadsheets ERP Custom Built
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12. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Expected Outcomes of a Profitability & Cost
Management Solution
Reliability
Visibly defensible profitability and
cost results through transparency &
audit/control
Agility
Timely reflection of results to be
actionable
Relevance
An ability to Allocate resources to the
most important opportunities
Financial
Results
Revenue &
Cost Models
Operational
Results
FP&A
Senior
Management
12
13. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Oracle Profitability & Cost Management
Solution Architecture
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14. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Performance Management Cycle
Linking Strategy to Execution
STRATEGY
Where are we going?
EXECUTION
What was the final outcome?
PLANNING
HowHowHowHow are we going to get there?are we going to get there?are we going to get there?are we going to get there?
Will we meet our goals?Will we meet our goals?Will we meet our goals?Will we meet our goals?
INSIGHTS
Why did it occur?
What If we did things differently?
14
Profitability &
Cost Mgmt Enterprise
Planning
Financial
Close
15. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Planning &
Forecasting
Profitability
Management
Enterprise Performance Management Suite
Strategy
Management
Customer
Management
Resource
Management
Owners & Investors RegulatorsManagement
Operational Systems
Performance
Reporting
Financial Close &
Reporting
Shared Integration Platform
General Ledger
Sub Ledgers
Financial Systems
Mappings & Drill BackHierarchies & Attributes Workflow
Oracle Enterprise Performance
Management Solution Architecture
HCM
CX
SCM
ERP
FCCS
EPRCS
PCMCS
E/PBCS
ARCS
15
TRCS
HSFHP
HPCM
DRM/DRG FDMEE
Essbase
HFM
16. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Profitability & Cost Management
16
Packaged Profitability
functionality
Business User-Driven
Rules Engine
Tightly integrated with
the full Oracle EPM
Suite
17. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Profitability & Cost Management
Application Types
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18. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Oracle Profitability & Cost Management
Evolution of the Application
2008
HPCM
Standard Profitability
v 11.1.1.1
2012
HPCM
Detailed Profitability
v 11.1.2.2
2015
HPCM
Management Ledger
v 11.1.2.4
2016 (Oct)
PCMCS
Management Ledger
v 17.03
19. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Oracle Profitability & Cost Management
A Comparison of Different Modules
Model Complexity
Reporting and Analysis
Ease of MaintenanceEnd-User Focus
Data Volume Handling
Standard Profitability Detailed Profitability Management Ledger PCMCS
20. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Flexibility
Analyze different
allocation
approaches to yield
optimal mix of
services versus
costs incurred by
the entity.
Rapidly evolve
methodologies as
the business
changes.
Provide What-If
capabilities to
assess impact of
key business
decisions on
bottom line.
Accuracy
Provide key
stakeholders
confidence in the
numbers produced
and methodologies
employed to ensure
compliance.
Achieve this
through meaningful
allocations,
automation, and
system controls.
Shared
Methodology
Define consistent
allocation and
charge back
methodology
across all
management
cycles.
Create consistent
comparisons when
reviewing and
updating
methodology result
and planning for
future management
cycles.
Transparency
Give units the detail
costs they incur for
the service
consumed.
Compare
effectiveness of
internal unit
services with those
of external
providers to ensure
efficiency.
Allow LOB
managers to
understand cost to
serve and
profitability results.
Key Benefits of Oracle Profitability & Cost
Management Solution….F-A-S-T!!
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21. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Profitability & Cost Management Cloud
Product Overview
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22. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Profitability & Cost Management Cloud
Service: The Complete Allocation Solution
Allocation
Engine
Embedded
Intelligence
MobileRule
Transparency
Dashboards
& Work
Areas
Integrations
No Large Initial
Investment
Accessible
Always up to date
Limited IT Involvement
PCMCS
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23. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
PCMCS Simplified User Interface
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24. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Building Models with PCMCS
Two Ways to Build PCMCS Applications
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Validation
Dimension
Management
POV
Management
Model
Management
Data
Management
Calculation
Import from Template
Allows for Quick Conversion of on premise Management Ledger HPCM App
Includes all artifacts found in on-premise LCM + Dimensions
Allows for partners to create pre-built content for Rapid Time to Value
See Ranzal Offerings for Standard Cost Rate Development & IT Service Costing
Create & Manage Applications – Start from Scratch
25. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
PCMCS Dimensions
System Dimensions (2) POV Dimensions (1- 4) Business Dimensions
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26. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Dimension Updates can be validated
BEFORE any imports
This ensures that imports do not
cause unforeseen negative affects
on the application that can slow
down monthlyquarterlyyearly
processing
26
Flat File Import
No EPMA
No EAS
Flat Files can be exported
and imported through the
Application screen
Dimension Management
27. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Current PCMCS Limits (as of v17.03)
27
Applications
2 Pods Per Subscription (Dev/Test & Prod)
1 Application per Pod
Minimum Number of Users - 10
Dimension & Dimension Counts
2 System Dimensions (Fixed – Balance & Rule)
Up to 4 Point-of-View Dimensions (1-4 Variable)
Up to 15 User-Defined Dimensions (including POV)
Maximum Dimension Size – 100k
Maximum Total Number of Members – 250k
Maximum Attribute Associations – 150k
Maximum Attribute Dimension Size - 1000
28. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Point Of View (POV) allow for the
ring fencing of data, business logic
and output
Allows users to do complex what-if
analysis without interfering with
previously released results
Users can copy financial and
driver data between POVs
Users can copy Rule Sets and
Rules between POVs
Users can clear input and
calculated data from POVs
Users can change the POV state
28
Point-of-View Management
29. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Model Management
POV Specific – can what-if rules
Completely GUI based
Intuitive Business focus layout
No coding knowledge
necessary, but MDX is coming
for custom calcs
No staging tables to edit
Four (or Five) Easy Steps:
1. Define your Rule &
Sequencing
2. Select your Source
3. Select your Destination
4. Select your Driver
5. (Optional) Select Your Offset29
30. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Native Load
Formatted Text Document
No Load Rule Required
Loads can be initiated in PCM GUI
Data Management (e.g. Cloud FDMEE “Light”)
Provides data mapping
Provides scheduling
Provides Drill
Import/Export functionality
Hybrid
Utilizes on premise FDMEE 11.1.2.4+ to
integrate with the cloud
Allows integration between GL cloud apps
Provides Drill
Import/Export functionality
PCMCS
PCMCS
PCMCS
Data Management
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31. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Calculations
31
POV Specific
Calculations ignore disabled
rules and rule sets
Multiple POVs can be run in
parallel (e.g. budget, forecast)
Allows for processing of
The entire POV
A specific range of rule sets
A single rule
32. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
• Post-Calculation Validation
– Data Validation
• SmartView
• Queries
• Rule Balancing Report
• Traceability Maps
• Dashboards
• Financial Reports
– System Validation
• Program Documentation
• Dimension Statistics
• Rule Data Validation
• Execution Statistics
• Pre-Calculation Validation
– Meta-data Validation
– Model Validation
• Rule Sets and Rules
• Model Views
• Queries
• Analytics
• Data Grants
– Data Validation
• SmartView
• Queries
• Rule Balancing Report
• Dashboards
• Financial Reports
Calculation
Model Validations
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33. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Provides built-in reporting and analytics capabilities
Can be developed and maintained by end-users
Minimizes the need for dedicated Reporting
teams. The people who use the reports can
develop them
Types of Reports
Dashboards (Cloud Only)
Intelligence (Cloud Only)
Web Financial Reports
Smart View for Office
Provides:
Population Performance Analysis
Multi-dimensional P&Ls
Cost Contribution Reporting
Cost and Profitability Statistics
KPI’s & Dashboarding
33
Reporting & Analysis
34. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Key
Performance
Indicators
34
PCMCS Embedded Analytics
Pre-Packaged Profitability Visualizations
Scatter Plots
Profit Curves
Traceability Maps
Analysis Views
35. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
• Allows users to analyze the
correlation between two
important variables quickly
– If the variables are
correlated, the points will
fall along the line or curve
– The better the correlation,
the tighter the points will
concentrate around the line
• In reality, this can help us to
determine if two effects that
appear to be related are
caused by the same event.
They can also be used to see
if variables differ strongly from
the trend (Profit vs Revenue
for example)
35
PCMCS Intelligence
Scatter Plots
36. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
• “Whale Curve”
• Cost Object profitability
can be ranked by
highest, on the X-axis, to
lowest on the Y-axis
• Helps to visualize where
profits, and losses, are
being accumulated within
Cost Objects
• Understanding how few
Cost Objects create profit
and how many destroy it,
can call organizations to
action 36
PCMCS Intelligence
Profit Curve
37. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Traceability Maps
• Allows Users to
graphically trace
revenues and costs
• Revenues and costs
can be traced
forwards or back at
any generation level
• Traceability Maps do
not show detailed
driver information
• Traceability Maps are
associated with
specific model views
• This visualization is
also found on-prem
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38. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Dashboards
• Allows users to display
a set of small scale
charts that display
values and trends
• Based on Analysis
Views
• Provides users with the
“at a glance” reports
that can be used to
quickly identify values
and trends that warrant
further investigation
38
40. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Does your company understand the true costs of its products or services?
Are costing models transparent enough? Can you easily trace back the assigned
costs to the activities and line item expenses that drive them?
Do your costing methods operate at the right level of detail?
Are you satisfied that you are allocating shared services (e.g. IT/HR) accurately?
Are people spending too much time maintaining our costing models and other
elements of our costing system?
Can people in your company quickly test how changes to commodity, input costs,
lower or higher volumes will affect our profitability?
Are you getting answers from our costing systems fast enough to be actionable?
Would reducing this process time improve our competitiveness or profitability?
Is all of the data that you need to understand true costs available in a single ERP
system? If not, what are the initial and ongoing costs of integrating that data into
your ERP system?
Self-Evaluation Questions
40
41. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
PCMCS Assessment Workshop
Are your allocations getting the better of you?
Understand the clear approach needed to align initiatives and make the most of your Oracle technology investment
Step One: Get your team on board | Step Two: Engage with Edgewater Ranzal | Step Three: Results Delivered
Contact us! info@ranzal.com (914) 253-6600
41
42. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
HUGmn Tech Day 2017
• Visit Edgewater Ranzal’s table to meet and talk with our experts!
• Attend our featured sessions!
– 9:40am: Enterprise Planning and Budgeting Cloud Service: A New Approach to Cloud Planning Implementations
– 10:50am: Profitability & Cost Management – Have it Your Way
– 1:00pm: The Bill for IT: IT Service Costing, Showbacks & Chargebacks with Profitability & Cost Management Cloud Service (PCMCS)
• Attendees to each of our sessions earn a chance to WIN a prize!
• Save the Date! Kscope17: San Antonio, TX 6/25-6/29. Register using discount code 2017RNZL
42
43. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Closing and Q&A
Edgewater Ranzal
1025 Westchester Avenue, Suite 108
White Plains, NY 10604
Tel (914) 253-6600
150 North Michigan Ave.
Suite 2800
Chicago, IL 60601
Tel (312) 624-7738
200 Harvard Mill Square
Suite 210
Wakefield, MA 01880
Tel (781) 246-3343 43
Mike Killeen
SVP, Technology
mkilleen@ranzal.com
44. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
Online Resources at Ranzal.Com
• Put the “A” Back into FP&A outlines how to establish a high-performing organization with
profitability evangelism from today’s finance function (http://www.ranzal.com/news/put-the-a-back-into-fp-a)
• Recent Cloud Webinars (http://www.ranzal.com/events):
– 3/14/17: Connecting the Value of IT: The Discipline of Service Costing and Chargeback with PCMCS
– 3/07/17: Standard Costs for Manufacturers: An Elegant Solution for Labor and Overhead Rates
– 2/28/17: Putting the Accountability into Accountable Care: Transforming Data into Information with
Profitability & Cost Management
– 2/27/17: Full Circle Planning, Cost Management, and Profitability in the Manufacturing Industry
– 2/16/17: A New Year, A New Cloud! EPRCS Enhancements
– 2/14/17: PCMCS: Float to the Cloud
– 1/27/17: PCMCS: One Small Step…One Giant Leap
– 11/10/16: Speed Up the Close Cycle with ARCS
– 10/6/16: Evaluating Your Data Integration Options in the Cloud
– 7/30/16: Introduction to BICS: Oracle’s Business Intelligence Cloud Service
– 7/21/16: Oracle FCCS: An Intro to a Confident Close Supporting Every Reporting Demand
– 5/04/16: Project Portfolio Modeling Using Oracle PBCS
– 2/11/16: EPRCS: A Complete Corporate & Management Reporting Solution in the Cloud
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45. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data Technologies NASDAQ: EDGW
• Create & Manage
Dimensions &
Hierarchies
• Deploy the Application
• Define Data
Integrations from
Source Systems
• Manage User Security
Profitability & Cost Management Workflow
Published Reports &
Interactive Analytics
Model Development
Master Data & Data
Integration Management
Profitability & Cost Management
Cloud Service
(PCMCS)
Financial Reports, Smart
View, Embedded
Visualizations
Produce Management and
Performance Reports:
• Financial Results Books
• Margin Analysis
• Cost & Revenue
Contribution Analysis
• What-If Scenario
Comparisons
• Trace Allocations
Execute a Model POV:
1. Load Financial Data
2. Load Driver Metric Data
3. Validate Model Inputs
4. Execute Rules
5. Validate Results
6. Publish the Model POV
Create & Manage the Business
Model:
1. Create a Model Point-Of-View
(POV)
2. Define Rule Sets and Contexts
3. Define Rules to Create Drivers
4. Define Allocation Rules &
Calculations
5. Establish Rule Sequencing
6. Define Model Views for Analysis
Model Execution
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