This document discusses an Oracle IT Financial Management solution using Oracle's Profitability and Cost Management Cloud Service (PCMCS). It provides an overview of PCMCS capabilities including pre-built templates for IT service costing and chargebacks. The template includes dimensions, accounts, metrics, an application/service catalogue, allocation rules, and 10 pre-built reports. Implementation approaches and the benefits of using PCMCS for improved IT financial management and alignment with business goals are also discussed.
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
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 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)
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
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 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)
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
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.
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.
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!
EPM Day San Francisco - Oracle DRM Success FactorsAlithya
Patrick Lehner and Chad MacKendrick from Edgewater Ranzal presented at Oracle EPM Innovation Day in San Francisco on Oracle Data Relationship Management: Common Success Factors of Rapid DRM Deployments
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.
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
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
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.
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.
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.
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
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
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.
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.
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!
EPM Day San Francisco - Oracle DRM Success FactorsAlithya
Patrick Lehner and Chad MacKendrick from Edgewater Ranzal presented at Oracle EPM Innovation Day in San Francisco on Oracle Data Relationship Management: Common Success Factors of Rapid DRM Deployments
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.
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
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
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.
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.
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.
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
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.
Fulfilling Real-Time Analytics on Oracle BI Applications PlatformPerficient, Inc.
Are you interested in learning how to leverage your investment in Oracle BI Applications and perform real-time analytics? Do you need to see updates as they occur in real-time with no latency? This session covers how Oracle Business Intelligence Applications can be easily customized to fulfill real-time reporting requirements by leveraging the Oracle BI Apps architecture. It provides an overview of Oracle BI Applications, walks through the design steps to fulfill real-time capabilities, and addresses architectural questions around mitigating the impact on business applications.
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.
New Business Development Proposal - Adding Project Portfolio Management (PPM)...Rolly Perreaux, PMP
This presentation is a New Business Development Proposal targeted to Microsoft Gold Partners considering adding the Project Portfolio Management competency to their consulting services.
Full video can also be viewed at: https://www.youtube.com/watch?v=uLIVzqI5d2Q
Presentation Agenda
- PPM Background
- How Microsoft PPM Works
- Market Analysis
- Value Added to Other Services
- PPM Competition
- What I Can Do For You
- Professional Bio
- Contact Information
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.
This presentation is on leveraging Enterprise Architecture Governance and Project Portfolio Management Best Practices to:
Accelerate project execution
Manage project and architecture inter-dependencies
Deliver realised value
Improve Enterprise and PMO collaboration
What is the Value of Mature Enterprise Architecture TOGAFxavblai
Judith Jones received the Open Group award for Outstanding Contributions to the development of TOGAF 9 at 19th Open Group Enterprise Architecture Practitioners Conference Chicago - July 21-23, 2008. Former CEO of Architecting the Enterprise which has been a member of The Open Group for 6 years, she is personnally involved since 1997. As an active member of The Open Group and she is a major contributor and an editor of TOGAF 7, 8 and 9 as well as leading TOGAF projects for localisation, case studies, ADML, synergy and collaboration projects.
http://www.opengroup.org/member/member-spotlight-jones.htm
IBM Innovate2012 - CIO Cockpit for Integrated Planning, Controlling and AnalysisEinar Karlsen
The presentation provides an overview of the CIO Cockpit for integrated planning, controlling and analysis using IBM Rational Focal Point, IBM Rational Insight and Cognos solutions for Business Intelligence.
Backed by Oracle and the Infrastructure of IBM the Business Intelligence Store means BI in the Cloud, Software as a Service (S-a-a-S) or otherwise known as BI as a Service. The BI Store is the concept of 3 components: Business Intelligence Software, Cloud Based Infrastructure and expert services to deliver a complete Business Intelligence package as a service. The Business Intelligence Store brings together the best in Business Intelligence software and Cloud Based Services. In a matter of weeks customers have access to a rich collection of Business Intelligence Objects such as Dashboards, Reports and KPI’s. The Business Intelligence Store is pre-loaded with an Oracle OBIEE's 11g Application and featured Analytics across all modules from Financials to Supply Chain, HR to Order Management. The Business Intelligence Store makes BI easy, affordable and fast to market.
Is a Hybrid solution right for your company? What does a coexist strategy look like? We compare and contrast approaches ranging from traditional Planning and Budgeting Cloud Service (PBCS) to multiple PBCS applications to hybrid PBCS and On-Premise solutions, and finally cross Oracle Cloud solutions such as PBCS to Oracle Business Intelligence Cloud Services (BICS). Presented by Edgewater Ranzal at Oracle EPM Innovation Day Chicago, December 2015.
Using obi apps to consolidate data for taleo, salesforce and net suite apps_pptShiv Bharti
With an increase in the adoption of cloud applications by large corporations, most organizations today are in some form of hybrid state i.e. they are using a combination of both on-premise as well as cloud applications to run their business.
Regardless of where the applications maintain their data, organizations need the ability to see a complete view of the company spanning across different parts of the business, which in this case would be combining insightful data across on-premise as well as public cloud instances.
To take some examples:
->Combining HR and Financials data to analyze Revenue per employee
->Combining Sales and Financials data to create customer Scorecards
->Combining Sales and Order Management data to improve your demand planning system
->Combining your Sales and Financials Data for Forecasting
In this article, I would like to present multiple design approaches that other organizations have successfully used to consolidate data from multiple cloud and on-premise applications and to perform seamless analytics across these varied data sources.
If you are attending Collaborate15 (#C15LV), please join me to discuss this topic and case studies of what other organizations are doing to address this challenge.
Similar to The Bill for IT: IT Service Costing, Showbacks & Chargebacks with Profitability & Cost Management Cloud Service (20)
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.
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.
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’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.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
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.
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.
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
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
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/
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/
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.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024
The Bill for IT: IT Service Costing, Showbacks & Chargebacks with Profitability & Cost Management Cloud Service
1. INTEGRATED BUSINESS ANALYTICS
Getting to the Answers for Improved Business Performance
Business Analytics Solution Provider Using Oracle EPM, BI and Big Data Technologies
HUGmn Tech Day
The Bill for IT: IT Service Costing, Showbacks & Chargebacks with
Profitability & Cost Management Cloud Service
Mike Killeen – Sr. VP Technology, Oracle Ace, Edgewater Ranzal
March 15, 2017
2. Business Analytics Solutions Provider Using Oracle EPM, BI & Big Data 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 Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Agenda
• Intro to Edgewater Ranzal
• Business Problem Definition
• PCM Solution Overview
• Pre-Built Content for ITFM
• Implementation Approaches
• Closing and Q&A
20+ Years
1000+ Clients
2000+ Projects
3
4. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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 Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Edgewater Ranzal History with
Profitability & Cost Management Solutions
5
6. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
IT Financial Management
Business Problem Definition
6
7. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Business Problem – Alignment of IT Spend
with Business Priorities
Within most “New Economy” organizations, Information Technology costs are one of
the biggest areas of discretionary back-office spend
The goal of the Chief Information Office (CIO) is to make sure Information Technology
spend is aligned with business strategy. This can be achieved in two ways:
Provide a cost-effective level of internal services for sustaining business activities (called “Run”)
Effectively manage and deliver a portfolio of development projects that are prioritized and aligned with
key business initiatives to improve efficiency and/or gain competitive advantages (called “Build”)
To help IT Organizations, a framework called Information Technology Infrastructure
Library (ITIL) has been developed that contains a set of practices for IT Service
Management (ITSM) that focuses on aligning IT Services with the needs of the
business.
For IT Organizations focused on effective service management, it’s typical to see shared
service centers created as a key organizational design tool to enable effective service
delivery. 7
8. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
The Balance of Run vs. Grow
Pivot from Trusted Operator to Business Co-Creator
8
Slide courtesy of Oracle
9. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
CFO’s Perspective: Connecting the Value of IT
to the Business
CFOCIO
$ $ $ $ $ $$
9
10. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
IT Financial Management (ITFM)
The Language of Value
10
Information Technology Financial Management (ITFM) focuses on these business processes:
IT Planning – budgeting & forecasting of IT Operating & Capital Spend
IT Costing – linking supply side financial cost structures with demand side consumption for services & projects
IT Chargebacks – equitably charging lines of business for internal services & projects performed (or Showback)
IT Finance Organizations typically manage these processes through a series of multiple
systems and offline spreadsheets. This creates pain via the efficiency (e.g. the time it takes)
of the process, and the effectiveness (e.g. what is produced) of the results.
To improve efficiency and effectiveness, ITFM Solutions are needed. With an ITFM solution,
customers are able to:
Reduce the time that IT Finance spends on managing the business processes, providing more time for value
added analytical activities
Provide IT Managers with more detailed, timely, accurate data to better understand the cost & effectiveness of
the services & projects they are delivering.
Provide Line-of-Business managers with cost transparency into IT allocations & chargebacks, which allows
them to better align their consumption of services with their business goals
11. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Profitability & Cost Management
Solution Overview
11
12. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
IT Demand Plan
Run/Build (Project)
IT Costing &
Chargebacks
Oracle IT Financial Management (ITFM) Solution
IT Supply Plan
Labor/Equip (Resource)
(Run)
Service Catalogue
(Run)
Project Portfolio
Mgmt (Build)
IT Management IT FinanceLine of Business
Management
Operational Systems
Line of Business
Chargeback Reports
IT Performance
Management Reports
Shared Master Data & Governance
General Ledger
AP, FA, PR, PO
SubLedgers
AP, FA, PR, PO
Financial Systems
Cost Centers & AccountsConsumers & ServicesConsumers & Services Projects & ResourcesProjects & Resources
Performance Management for IT
Oracle IT Financial Management Solution Overview
(Resources)
Configuration DB
(Resources)
Projects
ERP
Oracle
ERP
Projects
Oracle
Projects
Oracle
PPM
DRM
EPBCS +
ITFM Templates
PCMCS +
ITFM Templates
FDMEE or
Data Mgmt
FDMEE or
Data Mgmt
12
13. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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
13
14. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
PCMCS Simplified User Interface
14
15. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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
15
16. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
• Native Load
• Formatted Text Document
• No Load Rule Required
• Loads are initiated in PCM GUI
• Data Management (e.g. FDMEE “Light” in the Cloud)
• 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 and on cloud
applications*
• Provides Drill
• Import/Export functionality
PCMCS
PCMCS
PCMCS
Data Management
16
17. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
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
17
18. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
• Post-Calculation Validation
– Data Validation
• SmartView
• Queries
• Rule Balancing Report
• Traceability Maps
• Dashboards
• Financial Reports
– System Validation
• Programme 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 Execution
18
19. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
• Provides built-in reporting and analytics
capabilities
• Are developed and maintained by end-users
• Minimizes the need for dedicated Reporting
teams. The people who use the reports can
develop them
• Provides:
• Population Performance Analysis
• Multi-dimensional P&Ls
• Cost Contribution Reporting
• Cost and Profitability Statistics
• KPI’s & Dashboarding
19
Reporting & Analysis
20. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
IT Service Costing & Chargebacks
Pre-Built Templates for PCMCS
20
21. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
21
PCM IT Costing & Chargeback Template
Designed for Oracle By Edgewater Ranzal
Slide courtesy of Oracle
22. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
22
• Pre-Built Data Model
• 14 Base Dimensions
• 24 Attribute Dimensions
• Pre-Ceded Content
• IT Chart of Account Definition (150+)
• Service Catalogue (50+)
• 40+ Drivers
• Pre-Built Model & Reporting Content
• 15+ Ratios/Metrics
• Time Series & Variance Calculations
• Starter Set of 25 Allocation Rules
• 10+ Smart View & Fin Reports
• Pre-Built Interface Specifications
• 20+ Native File Formats managed by
Source
• Ranzal Accelerators WIP for Data
Management Mapping & Automation
PCM IT Costing & Chargeback Template
Pre-Packaged Content for Cloud or On-Premise
23. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
PCMCS IT Costing & Chargeback Template
Modeling IT Like a Service Business
• Combine Data from Multiple Sources
• General Ledger/Financial Planning
• Projects Ledger/Project Planning
• Optional - Time Entry Hours By Project
• Optional - Vendor Detail from AP & GL
• Perform Cost Center Allocations
• Corporate Overhead & Services to IT
• IT Overhead Allocations
• Intra-IT Allocations/Tech Services
• Perform Project Allocations
• Investment Class (Run/Build) Split
• Project OH Burdening
• Capitalized Labor to Projects 23
• Combine Data from Multiple Sources
• Labor Financials from Payroll or WFP
• Asset Financials from Fixed Assets
• Operational IT Resource Tracking Data
• Service/Application Consumption Metrics
• Perform Resource Costing
• Labor Costing By Class/Skill/Person
• Asset Costing by Class/Type/Equipment
• Perform Service Costing
• Flexible phasing of costs from Cost
Center, Project or Resource
• Calculate Unit Cost Per Service
• Service Catalogue & Bill Rates
• Contribution Cost Trace
• Consumer Showbacks
• Consumer Allocations
• Cost Per Supported User
• Consumer Chargebacks
• Intra/Inter Company Charges
• Cost Recovery Variances
Model Financials & Projects Complete Costing of IT Operations IT as a Business Service Provider
24. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
24
PCMCS IT Costing & Chargeback Template
Pre-Built Dimensional Model
• Time Dimensions include
MTD, QTD, YTD, ITD Logic
• Scenario Dimension includes
pre-built variance calculations
• Currency provides for Local,
Reporting & Constant
Currency Analysis
• System Dimensions enable
PCM Transparency
• Data Source Allows for recon
& adjustments between GL &
Project/Vendor/Resource in
Sub-Ledgers
• Account & Service
Dimensions prepopulated with
content & calculations
• Optional Dimensions allow for
phased delivery
24
25. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
25
• Financial Accounts Include
• Labor Expense
• Non Labor Expense
• Depreciation & Amortization
• Capital Spend
• Chargebacks (e.g. IT Revenue)
• Data Management or FDMEE can be used to
map local GL accounts to predefined ITCC Chart
of Accounts with drill back to GL Account
balances
PCMCS IT Costing & Chargeback Template
Financial Accounts for Spend & Chargebacks
25
26. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
26
PCMCS IT Costing & Chargeback Template
Metrics & Ratios for Reporting & Benchmarking
• Pre-Built formulas account for
multi-dimensional calculations
along time and scenario
dimensions
• References pre-built parents across
COA and other dimensions
27. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
27
PCMCS IT Costing & Chargeback Template
Pre-Built Application & Service Catalogue
• Services are attached with
default drivers for allocation
rules & reporting
• Application or Service View can
be modified to Application By
Service utilizing Resource
Dimension
28. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
28
PCMCS IT Costing & Chargeback Template
Data Source for Transparency & Adjustments
PCMCS
Allocations & Calculations
Fin
Plan
GL
Balances
Project
Fin
Plan
Wrkfrc
Plan
Capital
Plan
PPM Time Entry
Config
Mgmt DB
IT Stats
AP
HCM
Adj
Projects
Payroll
Fixed
Assets
29. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
PCMCS IT Costing & Chargeback Template
Prescriptive Starter Set of Allocation Rules
29
Finance Allocs
* Corp Ovhd Allocs
* IT Ovhd Allocs
* Intra-IT Allocs
Project Allocs
* Project OH Burdening
* SOP-98 Opex to Capex
* Run/Build Split
Resource Costing
* Vendor/Resource Costing
* Configuration Item Costing
---People
---Assets
Service Allocations
* Sevice & Application Costing
Consumer Allocations
* Service Charge to Consumer
* IT LOB Allocation to Consumer
* IT Project Allocation to Consuemr
Data Prep
* Currency Conversion
* Driver Prep
• Pre-configured rules have been
created that reference existing
meta data. Rules have been tagged
to unique Data Source dimension
members to aid in reporting.
• Rules are organized into rule sets
that may be enabled or disabled for
phased implementation work
needed
• Rules can vary by Point-of-View,
allowing for interesting price-
volume-mix and what-if analysis
capabilities
• PCM System dimensions (Rule,
Balance) track the flow of data
automatically which enables
transparency throughout the
process
30. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
PCMCS IT Costing & Chargeback Template
10 Pre-Built Financial & Smart View Reports
Report Name Report Description
CIO Key Metrics
Shows an overall view of key
performance indicators for IT,
based on Run/Build project
classifications, for the benefit of IT
Management. Measures are both
financial and non-financial
Run vs. Build Summary
A trended comparison of forecasted
run vs. build operating spend by
period, with calculations against
Total Firm Revenue that can be
used for benchmarking purposes.
Budget vs. Actuals (BvA) for
Service Owners
Plan vs. Actual Variance Analysis of
Total IT Run Spend by IT Service
Owner
Run Spend By Service and Org
Shows the Actual YTD Run Spend
by IT Cost Center and Service
CPSU By Service
Shows a Plan vs Actual vs Variance
of Annualized IT Allocated Cost Per
Supported User by IT Service
Report Name Report Description
IT Plan Review
Shows a comparison of Actual,
Forecast and Plan of Opex,
Capex and Headcount by
Run/Build Project categories.
IT Run by Resource View
Shows the Trend in Actual and
Forecasted total allocated cost
and CPSU by IT Resource
Category.
IT Build by Project Category
Shows the IT Build Spend by Key
Project Category
(Run/Grow/Transform)
IT Headcount Review
Shows the Trend in Actual and
Forecasted IT Headcount by IT
Delivery Area
CPSU by Consumer Function
Shows the Annualized IT
Allocated Cost Per Supported
User By Consumer Function (e.g.
HR, IT, etc)
30
31. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
IT Service Costing & Chargebacks
Implementation Paths
31
32. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
32
Account x Entity
Account x Entity x Project
Account x Entity x Project
Account x Entity x Project
x Vendor
Account x Entity x Project
x Vendor
Service
Resource (Category) x Service
Resource (Detail) x Service
Consumer
Consumer
Consumer
Consumer
Consumer
Flexible Maturity Model
Phased Implementations Maximize Time-to-Value
*Custom1 can also be included in any Financial View
*
Per PCM Point-of-View: Period, Fiscal Year, Scenario, Currency
32
33. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Key Capabilities can be achieved through
five scenarios:
• Scenario 1 - Financial/Consumer View :
• This scenario provides basic IT cost transparency for Opex/Capex, Direct/Indirect, & Fixed/Variable
• IT Expenses by Account and Cost Center are allocated to Internal Consumers based on fundamental drivers.
Consumer
View
Financial
View
• Financial View:
• Account
• Cost Center
• Consumer View:
• Consumer
• Custom1 (e.g. Company,
Location)
IT LOB Allocs
Corp Ovhd Allocs
IT Ovhd Allocs
Intra-IT Allocs
33
34. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Sample Reports for Scenario 1:
• The Cost Per Supported User (CPSU) by Function shows overall cost per supported
user by consuming organization:
34
35. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Key Capabilities can be achieved through
five scenarios:
• Scenario 2 - Financial/Project/Consumer View: This scenario provides additional insight into
how consumers utilize IT Projects.
• Projects are classified as either Run/Build and Indirect (Opex) vs Capital.
Consumer
View
Financial
View
• Financial View:
• Account
• Cost Center
• Custom1
• Consumer View:
• Consumer
Project
View
• Project View:
• Project
IT LOB Allocs
IT Proj Allocs
Corp Ovhd Allocs
IT Ovhd Allocs
Intra-IT Allocs
Run/Build Split
35
36. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Sample Reports for Scenario 2:
• The Run vs. Build Summary shows Opex and Capex summaries by Project over time:
36
• Alternatively, a variance view on just the Run and Build projects for a single
time period can be seen:
37. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Key Capabilities can be achieved through
five scenarios:
• Scenario 3 - Financial/Project/Service/Consumer View:
• This scenario provides a more comprehensive view of IT costs and how they interact among
projects, applications/services and internal consumers.
• Services represent a wide range of activities including sustainment of the network, infrastructure,
business applications (both commercial and internally developed), as well as functions such as
help desk, security, telephone/mobile/conferencing support and hosting.
• Services can be reflected as an actual allocation or a charge-back based on standard rates.
Consumer
View
Financial
View
• Financial View:
• Account
• Cost Center
• Custom1
• Consumer
View:
• Consumer
Project
View
• Project View:
• Project
Service
View
• Service View:
• Service
Corp Ovhd Allocs
IT Ovhd Allocs
Intra-IT Allocs
Run/Build Svc Costing
App Costing
IT Chargebacks
IT Showbacks
37
38. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Sample Report for Scenario 3:
• The Run Spend by Service report shows how services and applications
are consumed by various internal and external consumers.
• The IT CPSU report by
Service shows Actual
vs. Plan (Budget) by IT
Service for a single and
YTD time period:
38
39. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Key Capabilities can be achieved through
five scenarios:
• Scenario 4 - Financial/Project/Resource Category/Service/Consumer View
• This scenario expands upon the comprehensive view of IT costs by providing a configuration level of
detail that includes resource categories, i.e. physical/human resources and external vendors, added to
the interaction of cost among projects, applications/services and internal consumers.
• Resource Categories represent labor classifications such as job grades or bands, equipment & asset
classes, & groupings of materials. Vendors are third-party or affiliate suppliers of products or services.
Consumer
View
Financial
View
• Financial View:
• Account
• Cost Center
• Custom1
• Vendor
• Consumer
View:
• Consumer
Project
View
• Project View:
• Project
Resource
Category
View
Service
View
Corp Ovhd Allocs
IT Ovhd Allocs
Intra-IT Allocs
Run/Build
SOP98
Proj Burdening
• Resource
Category
View:
• Service View:
• Service
Svc Costing
App Costing
Resource Cat
Costing
39
IT Chargebacks
IT Showbacks
40. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Sample Reports for Scenario 4:
• The IT Run by
Resource Review
shows total cost and
CPSU by Resource
Class:
• The monthly vendor
spend shows actual
and plan for a single
time period by Key
Supplier:
40
41. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
• Service View:
• Service
• Scenario 5 - Financial/Project/Resource Detail/Service/Consumer View
• This scenario expands upon the Resource level of detail from Scenario 4 that includes resource
categories, and increases the level of detail and granularity of labor, assets and materials.
• Resource Details represent individual employees, assets such as specific servers or databases
and specific materials consumed.
Key Capabilities can be achieved through
five scenarios:
Consumer
View
Financial
View
• Financial View:
• Account
• Cost Center
• Custom1
• Vendor
• Consumer
View:
• Consumer
Project
View
• Project View:
• Project
Resource
Detail
View
Service
View
Corp Ovhd Allocs
IT Ovhd Allocs
Intra-IT Allocs
Run/Build
SOP98
Proj Burdening
• Resource
Detail View:
Svc Costing
App Costing
People Costing
Asset Costing
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IT Chargebacks
IT Showbacks
43. Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW
Call to Action: ITFM
Let Us Help!
43
Reach out to Edgewater Ranzal (info@ranzal.com) for additional
information to include a demo of the solution
We are actively looking for Very Important Customers (VIC)! The ITFM
templates work for Cloud (PCMCS) or On-Premise (HPCM) customers
version 11.1.2.4 or greater.
Contact us and see if your company qualifies for our one day complimentary
PCMCS assessment to discuss your IT Service Costing needs.
We are also offering time-boxed custom demo configuration of the Gold
implementation path with your data to demonstrate the value proposition.
Follow us on Social Media for updates on this solution.
44. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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
44
45. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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
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46. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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 46
Mike Killeen
SVP, Technology
mkilleen@ranzal.com
47. Business Analytics Solution Provider Using Oracle EPM, BI and BD 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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