The session will provide insight on how Vitamix integrates SKU level detail from the Oracle E-Business Suite (EBS) transactional system into an out-of-the-box (OOTB) Financials Business Process framework in Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). A live demo, among other presentation artifacts, will show how SKU level detail is captured, transformed, and aggregated into product categories in the planning application design. The demo will also showcase how OOTB content has been configured to meet Vitamix's planning needs. Furthermore, OOTB artifacts for Vitamix—such as dashboards, KPIs, and trend-based modelling process artifacts that connect to the operational realities of the underlying SKU level data—will be demonstrated.

1. Trend Based Connected Planning at Vitamix
June 26th, 2019
Brent Stadler, Vitamix Corporation
Vatsal Gaonkar, Alithya

2. AGENDA
> Introductions
> Project Scope and Objectives
> Accomplishments
> Implementation Approach
> Demonstration
> Consultant Summary
> Q&A

3. Vitamix Introduction
3

4. BRENT STADLER
•Summary
•Manager, Financial Analysis with over 20 years experience in manufacturing using various financial
systems
•Employed at Vitamix for 6.5 years with previous experience at GE, Newell-Rubbermaid and Masco
•Brought in to help build the foundation of an FP&A department which evolved into a 4 person team
•Experience with AS400 (many years ago), Oracle, Tableau, home grown systems, JDE…
•FP&A department focuses on the Planning Cycle (1 Budget, 2 Projections for the year and 1 5 Year Plan);
New Product Development analysis; Management and Board Reporting; Complex financial modeling;
Process efficiency; Focus on the future as well as past performance
•Visit me at:
• Email: bstadler@vitamix.com
• LinkedIn: www.linkedin.com/in/brent-stadler-a1210b7

5. VITAMIX
•Vitamix is a privately held, family-owned and family–operated corporation.
•Founded in 1921, Vitamix manufactures high-performance blending solutions for home and
commercial use. Our commercial customer list reads like a “Who’s Who” of major restaurant
chains and gourmet chefs say their Vitamix machines are as important to them as their knives.
•As a recognized leader in marketing and product innovation, Vitamix founder William G. “Papa”
Barnard created one of the first infomercials in 1949 to demonstrate how the Vitamix blender
could help people improve their health with whole foods. The company developed the first true
commercial blender in the early 1990s, which ignited the smoothie movement.
•Vitamix, whose products are known worldwide for their performance, durability, and reliability,
continues to win awards for product innovation and is a recipient of the president’s prestigious
“E Star” Award for Exports.
•Headquartered in Olmsted Township, Ohio, approximately 20 miles from Cleveland, Vitamix
products are designed, engineered and assembled in Northeast Ohio and sold in approximately
130 countries.

6. Recognition
2019, Smart Business Smart Culture Award
Smart Business magazine once again granted Vitamix a Smart Culture Award,
recognizing the company as a purpose-driven organization where people want to
work. The publication heralded Vitamix for its clear mission and values, supportive
personal and professional development initiatives, and unwavering commitment to
positively impact its community.
2018 Best in Biz Award
The Vitamix® Ascent™ Series was recognized with a Gold-level Product Line of the
Year award from the Best in Biz Awards, an independent program judged by
prominent media members and industry analysts. In addition, Vitamix President and
CEO Jodi Berg received a Silver award in the Innovator of the Year category.
2018 Parents Seal of Approval
A Vitamix® blender makes it easier for parents to provide healthy options for their
kids, whether that means hiding spinach in a smoothie for a picky eater or making
fresh baby food from scratch. We’re honored to be awarded Parents® Magazine’s
2018 Seal of Approval.
2018, Men’s Health Tech Guide
Men’s Health, “the #1 source of information for and about men,” awarded its annual
Tech Guide seal to the Ascent Series A2500. It was featured in Section 11 of the
Guide: Smart Home, which also included products like the Dyson Pure Hot + Cool
Link, Amazon Echo Show, Google Clips and Nest Cam IQ.

7. Project Scope and Objectives

8. PRE-PROJECT ENVIRONMENT
8
•Oracle EBS implementation live in April 2015
•Oracle EPM Implementation Phase I – ARCS and FCCS in 2017
•Oracle EPM Implementation Phase II – EPBCS in May 2018
•Planning & Budgeting Environment
• 4-5 month manual budgeting process
• Minimal amount of time to review and validate data was correct
• Not a quick way to analyze by different entities and departments or accounts across the business
• Manual task list maintenance using Excel
• Budget Excel workbooks distributed to individual department to fill out their P/L
• Consolidate individual department workbooks into master workbook by running various macros
• Manual upload to EBS GL Balances with category as ‘B’ (Budget) using standard Web ADI
• Current Year Projections could not be done at a detailed level because of the long process time

9. Scope
• Design and deploy an Enterprise Planning solution with forecasting and budgeting capabilities
Objectives
• Build a Driver Based Income Statement, with drivers at multiple levels: product group, accounts, department
and entity
• Deeper level of detail for Current Year Projections
• Data integrity
• Balance Sheet Planning requirement, mainly entry
• Data source for EPM modules are from Vitamix Transactional system, Oracle EBS
• FCCS and EPBCS integration
• Financial Reporting Needs, both FR and SmartView
• Integrated Planning Approach as opposed to previous approach - Gather Drivers/Confirm, Plan and
Report/Confirm & Iterate
• Set up to eventually to grow into doing a Rolling 18 Month Projection
PROJECT SCOPE AND OBJECTIVES

10. • Project came in under budget and on time
• Achieved through an excellent partner in Alithya (Vatsal Gaonkar and Shawn Sedrovic) as well as Vitamix
allowing the time for our internal team to implement
• Highly trusted data, what goes in comes out
• More control over workbooks and data integrity with the data warehouse
• Allows for more time to analyze for completeness and accuracy, more robust reporting and shorter end to end
process
• We focused on baby steps and not jumping into an 18 Month Projection right away which allowed us to be
successful
• Very stable cloud environment
• High Out of the Box content usage to deliver Rapid Implementation
• Metadata Build using Cloud Data Management
• Integration between FCCS and EPBCS
• ~20000 SKU level drivers capture in ASO
• Out-of-the-box Reports & Smart View for Ad-hoc Reporting
ACCOMPLISHMENTS

11. Alithya Introduction

12. • Summary
• Product Manager – Enterprise Planning, Alithya
• Over 13 years of Enterprise Performance Management (EPM) experience across on-premises,
cloud and hybrid deployments
• Design, Development and Deployment roles across approx. 40 projects over the years
• Speaker at Oracle / Hyperion conferences such HUGMN, DCOUAG, OAUG and ODTUG
• EPM Cloud Summary
• EPBCS and PCMCS deployments
• EPM Cloud Integration and Automation deployments
• Project Responsibility Summary
• EPBCS Financials Framework Design
• Data Integration Design
• Visit me at:
• Email: vatsal.gaonkar@alithya.com twitter: @dieselvat
VATSAL GAONKAR

13. COMPANY HISTORY
13
2001
Hyperion
Planning
introduced
to the
market (1st
Essbase
embedded
app)
2007
Enhanced
Consolidation
practice with
world class
capabilities
2009
HPCM
introduced
to the
market –
Ranzal
design
review
2010
Established
Strategic
Finance
practice to
complement
our Planning
expertise
2012
Exalytics &
Performance
Testing Lab
Establish
multi
product
focus &
advisory
Proven business analytics leader with a
history of successful implementations
and continuous growth
1996
Ranzal &
Associates
Founded
2004
Acquired by
Edgewater
2016
Deepened
geographic
footprint
and EPM
Cloud
expertise
2015
Developed
Discovery &
Modern
Data
Architecture
Approach
2014
Introduced
Hosting,
Support &
Managed
Services
Offerings
2018
Ranzal &
Alithya join
forces to
form an EPM/
ERP Cloud
Powerhouse

14. ALITHYA OVERVIEW – EPM & ANALYTICS
14
Comprehensive Business Solutions
Our solutions drive improved business performance
through better decision making, strong customer
engagement, and optimized operations
Deep Partnership Drives Customer Value Adaptable Deployment Models
Diverse Client Portfolio & Industry Expertise
RetailEnergy/
Utilities
Team Highlights
Multiple Oracle
ACEs
Seasoned
delivery team
with avg 8 years
serving clients
Experienced
management team
with avg 15 years in
the company
Certified Cloud
Resources
Enterprise Performance
Management (EPM)
Analytics
Financial Services
Technology CPG and
Manufacturing
Healthcare
Outstanding
Achievement
in Big Data
100 Most Promising
Big Data Solutions
Providers
1,000+ Clients 2,000+ Projects20+ Years
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Training
Services
Intellectual
Property

15. 16 SPEAKER SESSIONS
15
Visit us at Booth # 113
Monday, 6/24:
• 11:00am – 11:30am (202): Become a RESTful Iron Man with ARC (the Application, Not the Reactor)
• 11:00am - 11:30am (204): Supplemental Data in the Cloud
• 2:15pm - 3:15pm (205): Best Practices for Designing and Building Integrations
• 3:45pm - 4:45pm (611): My Favorite Calc Code
Tuesday, 6/25:
• 8:50am - 9:50am (204): Keys to the Kingdom: Key Concepts to ARCS Application Design
• 10:00am - 11:00am (211): Client Success Story - Oracle FDMEE is the Cloud Data Hub at Legg Mason
• 11:45am - 12:45pm (611): I Can do WHAT with PCMCS? Features and Functions, Business Benefits, and Use Cases
• 2:15pm - 3:15pm (211): EPM Cloud Integration at CareFirst
• 2:15pm - 3:15pm (611): Empowering Users with Analytical MDX
Wednesday, 6/26:
• 10:15am - 11:15am (201): EPRCS: The reporting Swiss Army Knife
• 10:15am - 11:15am (602): Connected Planning Using EPM Cloud at Opus Group
• 11:45am - 12:45pm (211): Case Study: Using EDMCS to Solve Master Data Challenges
• 11:45am - 12:45pm (201): EPM Data Integration Panel
• 11:45am - 12:45pm (6A): Trend-Based Connected Planning at Vitamix
• 3:30pm - 4:30pm (204): A 2020 Vision for EPM Project Management
Thursday, 6/27:
• 9:30am – 11:00am (609): Deep Dive: Financial Close: The Best of Both Worlds - Welcome to the Hybrid Close

16. Implementation Approach
16

17. • Current State Rationalization
• Hybrid deployment with source system being
Oracle EBS
• Drivers needed at SKU level input
• Ability to summarize the drivers for Product
Category planning
• PBCS to EPBCS change
• Trend Based Modeling
• True Out of the Box Financials deployment
• Limited Customization
• Need for Workforce, Capital and Strategic
Modeling in future
DESIGN
Financials
Trend Based and
Direct Input Models
Loaded Data
Volumes
Standard Price
Returns
Out of the BoxDrivers by SKU

18. ORACLE ENTERPRISE PLANNING CLOUD
Vitamix Current State
Configuration
Rapid Implementation
Process
Functionality
Technology
Results
Pre-Configuration Checklist

19. SOLUTION ARCHITECTURE
• VitaASO
• Load Drivers at SKU
• OEP_FS
• Summarize SKU drivers to Product
Category
• OOTB Trend Based Analysis
• Expand the model to multiple
scenarios including Budget, Forecast
and Rolling Forecasts
• Income Statement Integration
• VitaRpt
• Planning BSO Reporting ASO

20. ORACLE EBS DESIGN
• EBS Master Data
• Item Category level1, level2 and level3
• Item Master (SKU level details)
• EBS Transactional Data
• Exchange Rates
• By Category - Volume and Standard COGS
• By Category - Actual Sales
• Actual Trial Balances for previous period after month-end close
• Demantra Data
• Sales History
• Sales Forecast
• Using Concurrent Program the data are extracted and written to a CSV file format
• These files are placed in a common drive and moved to cloud using EPM Automate tool

21. EPM AUTOMATE
• Unix version of EPM Automate tool is installed in Linux server
• Unix cron job is scheduled in the Linux server to monitor the common folder for CSV files
• Once file(s) are found, it triggers empautomate.sh shell script
• This shell script moves the file from shared folder to Cloud Data Management Inbox specified
location

22. • Used to load data into E/PBCS
• DM GUI Interface
• Used to deploy Metadata of E/PBCS
• Source Dimensionality from
FCCS
• Account/Entity
• Sourced Dimensionality from
data-files
• L1/L2/L3/Product
• Load Dimensions to E/PBCS
• Used to execute Data Sync Routines
• Data into E/PBCS from FCCS
• Data into FCCS from E/PBCS
DATA MANAGEMENT – THE INTEGRATION LAYER
FCCS
TRCS
E/PBCS
Cloud Data Synchronizations:
Data Management GUI (data): Data Management GUI (metadata):
Future Possibilities /
Opportunities:
• Workforce
• Strategic Modeling
• Simplified Data Movements
• Single sourcing and data
repositories
• Simplified Integrations
ARCS
PCMCS

23. Demonstration

24. Project Goals and
Accomplishments

25. • Goals
• Simplify overall planning process for FP&A
• Integration both existing on-premises and cloud products
• Ability to use one set of drivers to forecast multiple scenarios
• Reporting Capabilities
• Accomplishments
• High Out of the Box content usage to deliver Rapid Implementation
• Metadata Build using Cloud Data Management
• Integration between FCCS and EPBCS
• ~20000 SKU level drivers capture in ASO
• Out-of-the-box Reports & Smart View for Ad-hoc Reporting
CONSULTANT SUMMARY

26. Q&A
26
Topic Links:
Pre-project Environment
Project Scope
Accomplishments
Design Considerations
Solution Architecture
Oracle EBS Design
Data Management Design
Consultant Summary
BStadler@vitamix.com
Vatsal.Gaonkar@alithya.com