Data governance guru Greg Briscoe debunks myths about Oracle’s Data Relationship Management (DRM) application. Don't let common misconceptions stop you from getting an amazing return on investment!

1. Greg Briscoe
Director, Governance and MDM Delivery, US-Analytics
How to Save 30% on
Your General Ledger
Redesign/Upgrade with DRM
Oracle Data Relationship Management & Governance
11.1.16
PART 1: Barriers Preventing You From Getting Started With DRM?

2. 2
Agenda
Introductions1
Myth 1: “DRM only supports finance”2
Myth 2: “It won’t help with my current priorities
(M&A, ERP project, cloud, etc.)”
3
Myth 3: “DRM is too expensive”4
Myth 4: “DRM projects take too long”5
Key Takeaways and Next Steps6

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Director of Governance & Master Data Management Sales & Services
Meet Greg
 Has been working with Oracle products since 1990 — the past 13
years have been focused on Oracle Data Relationship Management
(previously with Razza Solutions, and Hyperion)
 More than 30 years experience in finance and developing business
technologies
 Experienced in project, program, and quality management for
implementation delivery and software development
 Successfully managed multiple projects with budgets in excess of
$70 million
 Has been involved in all aspects of consulting — as a Director of Oracle
Consulting’s Hyperion and BI data integration team for over 5 years,
Greg provided support for Engagement Management, Solution Design,
Project Management, and Services Sales

4. 4
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5. ABOUTUS-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
Data Governance
Business Intelligence
Financial Close & Consolidation
Planning & Forecasting
Solutions
Data IntegrationTraining
Accolades
– Original Oracle Hyperion and Pillar Partner
– Oracle Hyperion Financial Management 11
– Oracle Hyperion Planning 11
– Oracle Essbase 11
– Oracle Data Relationship Management 112013, 2014, 2015
2015 Oracle TOLA
EPM Partner of the Year

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US-Analytics helps hundreds of the nation’s largest and brightest companies
bridge the gap between business goals and IT deliverables.

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Oracle Principal Solution Consultant – Data Relationship Management (DRM)
Meet Anne Marie
 Has been working with Oracle solutions since 1998 — the past 13
years have been focused on Oracle Data Relationship Management
(previously with Razza Solutions, and Hyperion)
 Has been a telecom customer (Cincinnati Bell), an FS customer (Fifth
Third), a Hyperion Global Domain Leader (came to Oracle first via
Hyperion acquisition), a partner doing DRM implementations (The
Hackett Group), a partner doing MDM strategy design for customers, and
back at Oracle 5+ years as an SC
 Strong financial services industry experience, as well as experience in
many other industries
 Directly engaged with pursuits/projects at GE Healthcare, Deutsche
Bank, Northrup Grumman, Wal-Mart, Macy’s, Aviva, Experian, Asurion,
Commonwealth Bank of Australia, and many others

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“DRM only supports finance.”
 DRM history lesson: It is not built for any specific domain — it is
domain-agnostic
 DRM goes beyond finance operations and reporting, beyond Chart
of Accounts — to change management needed around other
domains such as product, site, vendor, sale channel, etc.
 DRM application goes beyond ERP, beyond financial and reporting
systems, beyond on-premises solutions — to supply mappings to
ETL tables, to support cloud apps, and more
 DRM integrations support analytical and operational systems and
processes

9. 9
Single Version of the Truth
Oracle Hyperion Data Relationship Management
$8.5 billion turnover and 22,000 employees
Over 1,200 banking centers
65 users of Oracle DRM
Before
• Required technology
infrastructure to support rapid
growth through acquisitions
• Need to standardize reporting
templates, manage global
changes and provide accurate,
credible data
• Inconsistencies of dimensional
data throughout systems and
applications, manifested
themselves at the financial
reporting level
After
• Reduced costs via centralized
maintenance of dimensional data
• Established consistent enterprise
dimensions across Oracle OFSA,
SAP, DB2, Hyperion, and 40 other
minor systems
• Created ultimate system of record
and system of entry for financial
master data

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Evolution of DRM
ERA RELEASE BRANDED AS … CORE TECH KEY NEW FEATURES
2000 1.x – 4.x Bank One HCS / CCS • Client-Server (2-tier)
• “Thick” client
2002 5.x – 8.x Mazlo (briefly), then
Razza Dimension Server
• N-Tier architecture • Import, blend
2005 9.x Hyperion MDM
2008 11.x – 11.1.1 Oracle DRM • Focus on Oracle DB • Open API
2010 11.1.2 Oracle DRM • Browser-based client
• 64 bit server
• Unicode support
• Multi apps per server
• Integration to EBS, EPMA …
• BPEL workflow integration (WDK)
• Metadata migration + App Templates
• Anonymous read-only access
2013 11.1.2.3 Oracle DRM
Oracle DRG
• JavaScript for properties &
validations
• Embedded governance & workflow
• Enhanced integration (continuing)
2015 11.1.2.4 Oracle DRM
Oracle DRG
• Updated application
architecture
• Key enhancements to governance &
workflow

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Industry Standard and Widely Deployed
Over 1,500 DRM Customers Globally!
PUBLIC SECTOR LIFE SCIENCES
AND HEALTHCARE
RETAIL
HIGH TECHNOLOGYMANUFACTURING &
DISTRIBUTION
COMMUNICATIONS
MEDIA & UTILITIES
FINANCIAL SERVICES

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Office of Finance
• Alignment across multiple GLs/reporting
• Finance transformation or CoA redesign
• Mergers, acquisitions, divestitures
• G/L migration
• Shorter close cycles
Analytics
• Aligning disparate source hierarchies
• Accelerate deployment of new dimensions
• Define consistent profitability models
• DRM adds value for non-Oracle platforms
Non-Financial Reference Data
• Complex product hierarchy management
• Geo, sales territories, retail locations, etc.
• Codes sets & mappings (e.g. Healthcare
IC9/10…)
• May have overlap with other MDM
products
Governance
• Governance is the new “hot topic”
• DRM (with DRG) is foundational for
enterprise data governance
Typical DRM Uses
Start in one of these areas and expand to others in subsequent phases

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Hierarchies Reference DataGolden Record
• Geographies, Currencies
• Categories, Codes
• Types, Lookups
• Standards, Nomenclatures
• Business Taxonomies
• Corporate/Org Hierarchies
• Product/Brand Hierarchies
• Chart of Accounts
• Rollup Reporting Structures
• Approval Hierarchies
• Multi-dimensional Structures
• Customer, Contact
• Product, Item
• Vendor, Vendor Contact
• Asset: Land, Equipment
• Financial Account,
Legal Entity
Reporting Attributes Come From Many Sources
Look for a first phase scope that is quick to value and visible to the business

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“DRM won’t help me with my current priorities
(M&A, ERP Projects, etc.)”
 DRM goes beyond Finance operations & reporting,
beyond Chart of Accounts – to change management
needed around other domains such as product, site,
vendor, sale channel, etc.
 DRM application goes beyond ERP, beyond financial &
reporting systems, beyond on-premises solutions – from
supply mappings to ETL tables to support cloud apps,
and more.

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DRM for Projects
ERP Upgrades, Redesigns, M&A, Consolidations, Divestitures, Restructures…
Financial Transformation
& ERP Support
Business Transformation
& Alignment
Enterprise Performance
Management
• Chart of accounts mgmt
• GL consolidation / reduction
• GL migration / upgrades
• EBS / PSFT / Fusion co-
existence
• Consolidation hierarchies
• Account mappings
• Corporate (B2B customer)
hierarchies
• Salesperson / territory
hierarchies
• Employee / role hierarchies
• Supplier hierarchies
• Business taxonomies
• Planning hierarchies
• Consolidation hierarchies
• Management & financial
reporting hierarchies
• Profitability structures

16. 16
Legacy ERP
EBS r11
Example: ERP Upgrade
Accelerate Transformation
EBS r12
Oracle DRM • Load
• Compare
• Blend
• Validate
• Delegate
• Remediate

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Master Data and Reference Data Domains: How to Manage These?
Overlap exists and is different by industry (and even by company)
Geo/vertical
Customer Product/Items
Trading Partner
Location
Supplier
Jurisdiction

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DRM Unique Features
• Load and analyze multiple versions of source
hierarchies and reference data
• Blend hierarchies from multiple sources
(create one source for the truth)
• Compare hierarchies side-by-side, create
scrub reports, configure validations to ensure
consistency of member names and
descriptions
DRM Benefits
• “Future state” hierarchies can always be
compared against earlier “current states” to
identify evolving changes
• Supports a rapid ‘what-if’ prototyping
methodology
• Collaborative, multi-user, secure environment
with complete audit trails
Analyze & Align Multiple Versions of Dimensions
DQ with DRM

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DRM For Non-Financial Purposes
1. Dunn&Bradstreet
2. Product/Sales Channel Alignments
3. Geography
4. Customer Rollups
5. Vendor Management
6. Oil Well Drill Head Locations
7. Bank Branch Locations
8. Approval Hierarchies for Brokerage Trading
9. Human Resources
10.Hyperion Foundation Services User Security administration
11.LDAP active directory management
12.Nielson Retail Product Sales feeds
13.Documentation Repository
Non-Financial Solutions Customers have managed using DRM

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“DRM is too expensive”
 Get creative for pricing – multiple options including ULAs,
starting small, aligning with project budgets or multiple team
budgets
 Scope by domain, by system, by project
 Make sure you know what you are trying to solve – DRM &
Master Data
 Decide on a roadmap with phases that consist of quickly
attainable scopes

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It pays to be world-class: significantly lower total cost of finance as a percentage of revenue
Enterprise Data Quality

22. 22
Do you trust your data?

23. 23
1 in2
54%
Half
Companies have abandoned a
cloud app in the last 3 years due
to integration problems
Of businesses have missed project
deadlines in the last 6 months due
to cloud integration problems
Of cloud adopters have tried and
failed at cloud integration
Cloud Integration?

24. 24
DRM Integration with the Cloud
Public or
Private
Cloud
On-Premises
(Or Managed Cloud)
Oracle
Data Relationship
Management
Integrated to Support Hybrid Deployments:
Manage hierarchies and attributes across
both on-premises & cloud applications
Features:
Manage ChartFields, and People Trees, hierarchy relationships
& attributes; export to PeopleSoft on-premises or cloud
Planning & Budgeting Cloud Service
Multiple Planning Applications
SalesForce.com
EPRCS
DRM enables hybrid
cloud coexistence to
align dimensions
between on-prem &
cloud-based solutions
DRM Managed Cloud is available today.
14+ live customers.

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All your information — available when you need it, where you need it.
DRM Supports a Flexible Integration Framework
Governance Services
• Governance and human workflow
• Complete end-to-end auditability
Point to Point Integrations
• Flat-files, Database Tables, XML
• Java / SOAP / C++ / BPEL / BPM
• ELT/ETL Tools
Real Time Events
• Configure business process
monitoring, data quality checks across
applications
Cloud Support
• Adaptable and flexible to simplify the
complex problem of business
integration; public APIs for standards
based integration with third-party apps
Internet Browser Support
• Bulk change support via spreadsheet
Governance
Services
Public
APIs
Direct
Integrations
Maximizing
Inter-operability
With
DRM
Real Time
EventsCloud
Applications

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DRM Project Planning, Management, & Execution
Leading Practices
 Scope Options for DRM Phased Implementations: Common Options…
▶ Multiple dimensions across a limited number of applications (like HFM, Planning, and/or Essbase)
▶ Quickly integrate a few apps and then grow DRM later
▶ A single dimension across all subscribing systems
▶ Focus on dimensions needed for a specific project: System Implementation, Acquisition, CoA Re-alignment
 Resource Planning for DRM Phase One Implementations
▶ Teams of 1-2 FT DRM consultants and 1-2 PT consultants for PMO, Integration, & checkpoints
▶ Corporate PMO or IT PMO contributes a part-time PM
▶ IT provides equivalent of at least 1-2 FTE for technical design & support throughout project
▶ BU’s / LOBs: 1-3 FTE per BU/LOB time commitment during initial training & design, CRP prep & CRPs, testing, Training, & UAT –
partial time during other project phases
 DRM Ongoing / Production Support
▶ LOBs / BU’s assign a Functional administrator to support ongoing
▶ LOBs / BU’s assign set of users to apply changes (may occur and/or increase in count more dramatically in later phases of
implementation)
▶ Finance and/or IT usually assign a broader System Administrator to support and manage growth – expanding DRM to manage
hierarchies in other areas of the business
▶ IT assigns server administrator to support hardware and integrations
 Common Steps within Each Phase
1. Qualification & Justification
2. Requirements Gathering
3. Design
4. Project Initiation & Planning
5. Initial Development / Build
6. Conference Room Pilots (CRPs)
7. Final Development / Build
8. Testing
9. Training
10. UAT
11. Parallels
12. Deployment / Rollout
13. Support
14. Handover – Including planning for future phases

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“DRM projects take too long”
 Get creative for pricing – multiple options including ULAs,
starting small, aligning with project budgets or multiple team
budgets
 Scope by domain, by system, by project
 Make sure you know what you are trying to solve – DRM &
Master Data
 Decide on a roadmap with phases that consist of quickly
attainable scopes

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Save Time, Avoid Excel (!), and Improve Quality & Governance
DRM Value to Projects & Transformation
Major projects & transformations
 Chart of account consolidation / restructuring
 Planning, budgeting, and other “what if” scenarios
 Finance transformation initiatives
 Systems upgrades and platform migrations / roll-out
 Product rationalization
 Organizational restructuring
 Mergers & acquisitions & divestitures
Staffing efficiencies
 Simplify hierarchy change process in a multi-user
environment
Eliminate use of multiple spreadsheets
 Spreadsheets are inefficient:
 Single-user with limited security
 Hold only a static snapshot of the original data
 By contrast, DRM provides:
 Multi-user environment with complete audit trails
 Query, compare and blend functionality to identify
similarities, differences, homonyms, etc.
 Inter- and intra-hierarchy mappings
 Validations for complex code blocks
Merger activity can
be some stormy
weather

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Q&A

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 Schedule a custom demo for your organization
 Review cost proposals, a high-level
implementation timeline, and how to make
DRM work in your organization
Join Us Next Time!
Greg Briscoe
Vice President DRM/MDM
Service Delivery
Mobile: 512-771-2370
gbriscoe@us-analytics.com
www.us-analytics.com
Contact
What’s Next?
Concerned You're Not Getting
the Most Out of Oracle DRM?
Wednesday, 11/16, 12PM

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