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.

1. Business Analytics Solutions Provider Using Oracle EPM, BI, and Big Data Technologies
Oracle EPM Innovation Day Chicago
What is your Cloud strategy?
Approaches to Extending your Oracle
Technology Investment
Randy Schmitz, Practice DIrector

2. 2
Edgewater Ranzal is a full-service Oracle
Platinum Consulting Partner with premier services
in North America and regional offices in the
United Kingdom
We deliver Business Analytics solutions that
include Oracle Enterprise Performance
Management (EPM) Business Intelligence (BI), and Big Data technology.
Our multiproduct focus offers domain expertise and technical leadership using
the Oracle Product Suite
We have industry expertise and specializations to help us deliver end-to-end
solutions for each client’s business needs
Who We Are

3. 3
Our Services
Financial Close &
Consolidations
Business
Intelligence/Big Data
Enterprise
Planning &
Analytics
Data Integration
Services
Training &
Support Services
Advisory ServicesInfrastructure
Costing &
Profitability
Mgmt
Business Intelligence/Big Data
• Scorecards & Dashboards; Mobile Delivery
• Prepackaged Analytic Applications (OBIA)
• BI Foundation (OBIEE / Essbase)
• Financial & Operational Analytics
• Reporting & Publishing
• Big Data
• Information Discovery (Endeca)
• Business Intelligence Cloud Service (BICS)
Financial Close & Consolidations
• Legal, Segment, & Mgmt Reporting
• Financial Performance & Close
• Optimization & Performance Lab
• Tax Provisioning
• Regulatory Requirements
Data Integration Services
• ERP Integration
• Financial Data Management
• Data Warehousing
• MDM & DRM
• ETL Services and Automation
Infrastructure
• Hardware Sizing, Installation, & Configuration
• Exalytics Benchmarking
• System Monitoring, Backup, & Disaster Recovery
• Upgrade & Migrations
Advisory Services
• Project/Program Management &
Process Change
• EPM & BI Road Maps
Training & Support Services
• Standard & Custom Training
• Virtual Classroom
• Multimedia and UPK
• Service Level Agreements
• Managed Services & Hosting
• Performance Engineering
Enterprise Planning & Analytics
• Strategic Planning (HSF) &
Modeling
• Planning, Budgeting & Forecasting
• Workforce, Capital, & Project
Financial Planning
• Public Sector Planning
• Cloud Services
Costing & Profitability Management
• HPCM Standard & Detail Models
• Waterfall Allocations
• Shared Service Charges
• Activity Based Costing
• Customer, Product, Segment &
LOB Profitability

4. 4
Recent Company Highlights
Ranks fifth for 2nd year in a row among Florida’s Top 50
Women-Led Businesses
Acquired Branchbird, an Oracle Gold Partner and Cloudera
Partner to Expand Big Data/Data Discovery Solutions to
Complement EPM/BI Suite Offerings
Released Ranzal Healthcare Analytics
Achieved Oracle Validated Integration with Oracle Healthcare
Analytics
4

5. The History of Edgewater Ranzal
5
Ranzal & Associates
Founded
Essbase
2001 2004 20111996 2010
Planning Acquired Vertical Pitch
HFM/FDM/DRM
Building OBI Team
OBIEE
Launched Oracle
Endeca Information
Discovery Practice
(OEID)
Launched Hyperion
Planning & Budgeting
Cloud Service (PBCS)
Acquired by Edgewater
(NASDAQ: EDGW)
Acquired Meridian
HSF
UK Office opened
2007 20142013
Hyperion Tax
Provision (HTP)
20122009
HPCM
Exalytics
2015
Acquired
Branchbird
for Big Data

6. 6
Agenda
• Background
• Cloud Implementation Approaches
• Individual Cloud Services
• Hybrid
• Cloud to Cloud
• Integration Options
• Data Export
• Data Manager
• EPMAutomate
• REST API
• Cloud Implementation and Integration Options
• Hybrid
• Cloud to Cloud
• Future
• EPBCS
• EssCS
• FCCS / FDMEE

7. Background
7
• Brave New World
• Focused capabilities in new offerings
• New Integration Approaches
• Challenges
• Existing On Premise EPM / BI Implementations
• Possibilities
• Endless Permutations of Hybrid Implementation & Integration approaches
• Solution
• Create Implementation & Integration Patterns to ensure success

8. 8
Implementation Approaches
Individual Cloud Services
• Oracle EPM / BI Cloud Services Today…
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
EPRCS
Management
and
Narrative Reporting
Enterprise Performance
Reporting Cloud Service BICS
Interactive Reporting
and
Dashboards
Business Intelligence
Cloud Service

9. Implementation Approaches
PBCS Capabilities
9
• 2 Environments
• Pre-Production and Production
• Plan Types
• Up to 7 total plan types
• 3 Block Storage (BSO) plan types
• 3 corresponding Aggregate Storage (ASO) plan types
• 1 consolidating ASO plan type
• Dimensions
• Standard plus up to 13 Custom Dimensions
• Forms
• Standard or Simplified Interface
• Calculations
• Calc Manager

10. 10
Implementation Approaches
Hybrid
• Cloud Service and On-Premise Enterprise Performance Management
(EPM)
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
Essbase
HFM
OBIEE
Planning
Modules

11. 11
Implementation Approaches
Cloud to Cloud
• Combination of Cloud Services
PBCS
Core Planning
Planning and Budgeting
Cloud Service
BICS
Interactive Reporting
and
Dashboards
Business Intelligence
Cloud Service

12. Integration Options
12
• Data Management
• Version of Financial Data Quality Management Enterprise Edition (FDMEE) provided in
PBCS
• Majority of the FDMEE features are provided except for scripting and the on premise
based direct integration adapters

13. Integration Options
13
• Data Export
• Calc Manager Function that allows the exporting of data
• Use EPMAutomate to automate
• Sample Use Case
• Delete the old file
• Runs Data Export Business Rule to accomplish data export
• Copy the file off of PBCS and to a local location
• Push the file to any other needed location

14. Integration Options
14
• EPMAutomate
• Enables Administrators to remotely perform tasks within service instances
• Import and export data and metadata
• Refresh the application
• Run business rules on data
• Copy data from one database to another; typically, from a block storage database to an aggregate storage
database or from a block storage database to another block storage database
• Upload files into service instance
• Upload file into the Planning inbox/outbox
• Upload file into Data Management folders and initiate import process by running data load rule
• Run a Data Management batch rule and get the output log file
• Download files from the Planning inbox/outbox and from Data Management folders
• Export and import application and artifact snapshots using Application Management
• List and Delete files in the inbox/outbox

15. Integration Options
15
• Representational State Transfer Application (REST) API
• Provides basis for EPMAutomate
• Requirements
• Working knowledge of Java, cURL, or Groovy
• Working knowledge of REST concepts
• Most of the REST API functionality is contained within the EPM automate utility
• Why use REST?
• Can’t / Don’t want to install EPMAutomate utility
• Leverage PBCS data in a business processes
• Custom Cloud and On Premise Integration Development

16. 16
Implementation & Integration Options
Hybrid
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
• Cloud Service and On-Premise Enterprise Performance Management
(EPM)
Essbase
HFM
Data Management
EPMAutomate
REST
Data Export
OBIEE
Planning
Modules

17. 17
Implementation & Integration Options
Cloud to Cloud
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
• Combination of Cloud Services
Data Management
EPMAutomate
REST
Data Export
BICS
Interactive
Reporting and
Dashboards
Business
Intelligence Cloud
Service

18. 18
Future of Oracle EPM / BI Cloud
Additional Services
• The Future of Oracle EPM / BI Cloud Services…

19. Future of Oracle EPM / BI Cloud
Enterprise PBCS
19
• EPBCS
• Integrated Driver-based Financial Statement Planning
• Configurable Framework for Revenue / Gross Margin Planning
• Pre-built integrations to Workforce and Capital processes
• Balance Sheet fully integrated with Income Statement and configurable by Industry
• Direct and Indirect Cash Flow
• “HSF in the Cloud”
• Strategic and Operational Workforce Planning
• Think linking Future Supply with Future Demand
• Simplified / “FUSE UI”
• Mobile Friendly
• Modern look and feel

20. Future of Oracle EPM / BI Cloud
Essbase Cloud Service
20
• EssCS
• Hybrid Model is standard
• BSO at Level 0 – ASO everywhere else
• Power of BSO Calculations combined with ASO Dynamic Aggregations
• Master Data Integration via Excel
• No EAS
• Auditing
• View changes made in Application Structure
• Mobile, mobile, mobile
• Application Administration via Mobile
• Thoughts
• Easy for Power Users to create Essbase Databases

21. Future of Oracle EPM / BI Cloud
Financial Close Cloud Service
21
• FCCS
• Core Legal Entity and Management Consolidation Functionality
• Standard Intercompany Eliminations, Currency Translations, and FX Adjustment
Calculations
• Out of box calculations, hierarchies, and reports
• Close Process Management
• FDMEE
• Cloud to Cloud Integrations

22. Questions
22

23. 23
Contact Information
Edgewater Ranzal
108 Corporate Park Drive, Suite 105
White Plains, NY 10604
Tel (914) 253-6600
Email: info@ranzal.com
rschmitz@ranzal.com
45 Beech Street, Suite 109
London EC2Y 8AD
United Kingdom
Tel +44 (0) 2033 717 174
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