epm day san francisco - oracle drm success factors

Business Analytics Solutions Provider Using Oracle EPM, BI, and Big Data Technologies

Oracle EPM Innovation DayOracle Data Relationship Management

Common Success Factors of Rapid DRM Deployments

Patrick Lehner

Chad

MacKendrick

February 2016

About Ranzal

Ranzal DRM Experience & Capabilities

DRM Rapid Deployment Case Studies

Common Success Factors

Wrap-up and Q&A

2

Agenda Topics

About Us

18+ Years850+ Clients

1700+ Projects

Focus Services People Methodology Customers Partnership

3

The History of Edgewater Ranzal

4

Ranzal & AssociatesFounded 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 HSFUK Office opened

2007 2013

Hyperion Tax Provision (HTP)

20122009

HPCM

Exalytics

2014 2015

Acquired Branchbird for Big Data

Acquired M2 Dynamics for Business Analytics

5

Our Services

Financial Close & Consolidations

Business Intelligence/Big Data

Enterprise Planning & Analytics

Data IntegrationServices

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 & PublishingBig DataInformation 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 ServicesCosting & Profitability Management• HPCM Standard & Detail Models• Waterfall Allocations• Shared Service Charges• Activity Based Costing• Customer, Product, Segment &

LOB Profitability

Recent Company Highlights

Acquired M2 Dynamics, an Oracle Platinum Partner, to Expand Business Analytics Solutions consultancy services in the West Coast and southern regions of the United States

Ranks fifth for 2nd year in a row among Florida’s Top 50 Women-Led Businesses

Acquired Branchbird, an Oracle Gold Partner, to Expand Big Data/Data Discovery Solutions to Complement EPM/BI Suite Offerings

Released Ranzal Healthcare Analytics

Achieved Oracle Validated Integration with Oracle HealthcareAnalytics 6 6

Patrick Lehner – Principal Architect

10 Years in EPM Space

DRM, Essbase, Planning, BICS, & PBCS Certified

7 6

Speaker Introductions

40+ DRM Clients in all Edgewater Ranzal verticals

Projects range from 3 weeks to 1.5 yearsTypical ~16 weeks per phase

Key Expertise in:Roadmap / Phasing DRMAnalysis & Rationalization from multiple sources to create common state management Sources & Targets: ERPs (EBS, PS, SAP, JDE, Lawson, etc.), EPM Suite, DW, & Other Targets Workflow (DRG)Training & Knowledge Transfer

Deliver training through our partner Keyteach both privately and publicly

Oracle DRM Partners

Oracle Certified DRM developers

Experience since Razza Solutions MDM product (~2005)

DRM resources certified in other EPM products (Essbase, Planning, HFM, etc) and well versed in SQL, common ETL platforms, and scripting (ODI, Informatica, SSIS, various scripting languages)

8 6

Ranzal DRM Experience &Capabilities

Recent DRM Rapid Deployment Projects Paper & Packaging Manufacturer Automotive Product & Service Provider Cable & Media Company

Use Case FormatObjectives

ChallengesHigh Level

Architecture

Why DRM Results

Case Studies

9 6

DRM for Automotive Services Provider

10

6

1. Objectives 2. Challenges• DRM

• Accelerate an HFM, FDMEE, Essbase Reportingimplementation

• Sunset Excel based governance submission process

• Processes• Design new CoA to integrate multiple companies into

common COA and allow for future expandability for mergers, acquisitions, divestitures

• “Systemize” current excel based submission collection process

• Create a framework for future M&A activity

• Knowledge Transfer• Quickly implement DRM and deliver knowledge

transfer so development resources can immediately start using DRM to maintain master data for HFM and mappings for FDMEE

• DRM Experience• While experienced in Planning and Essbase, the client

had not used DRM prior to this engagement

• Timeframe• Very short CoA redesign window to accommodate

HFM data validation and rollout process• DRM to HFM, FDMEE integration had to be ready

“before the project started”• Other tracks on a different timelines

• New Content• New CoA numbering scheme• Rationalization of existing structures• Added dimensionality to assist in data analysis

• Multiple Parallel Streams of Work• DRM, DRG, HFM, FDMEE, Essbase, FCM


DRM

FDM

HFMEssbase(Reporting)

EBSDiv1

EBSDiv2

Map

s

Admins manage applications, mappings, & approvals

Data

Master DataAdmins Control Data flow & loads

OtherSources

Planning

Sub-ledger Div1

Business users grantedread only reporting, analysis,& data governance workflow capabilities

Sub-ledger Div2

11

6


12

6

3. Why DRM 4. Results

• Speed• Meet tight timelines• DRM used “live” during CoA design sessions to

interactively visualize new hierarchy structures on the fly

• Optimize request process & reduce manual data entry

• Collaboration & Flexibility• Ability to tie together multiple application work

streams in the same tool• Independent application configuration for level of

detail with auto-mapping capability• Ability to integrate with source systems to keep source

system changes in synch• In synch integrations for multiple streams of work

• Future Expansion and Scalability• Framework for future M&A activity

• Summary• Completely new CoA model in < 1 month• Integrations for: 1 HFM app, 1 ASO app, 1 BSO app, 1

planning app, FDMEE

• Changed Data Capture source system integrations for 2 EBS instances and 2 subledgers

• DRG Replacement for excel based data governance request model

• Benefits Realized• Duplicative and manual data entry avoided• Business logic to drive HFM CF rules

• Knowledge Transfer throughout project allowed users to quickly start governing multiple development streams

• Cost effective M&A Engine when used with FDMEE• Ability to quickly spin up what if models of

applications

• As project timeline allowed, scope was expanded to provide phase 1+ functionality

DRM for Paper & Packaging Manufacturer

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6

1. Objectives 2. Challenges• Major transformational business event

• Manage the Merger of Major Conglomerates• Create the 2nd largest packaging company in the world

• Project Mandate• Financial reports are accurate and complete• Consolidations complete in time for June 30th close and

subsequent quarterly filings• Management Reporting processes remain in place until

transition is planned and implemented• Day 1 - as little upstream processes changed as possible• Post Day 1 - full transitions & transformations

considered• As much detail as possible put into financial system• A tool is used to facilitate the mapping process that can

be completed and tested before the deadline and be efficiently maintained

• Current processes• Current mapping processes were time consuming and

inflexible• Utilized Excel spreadsheets that were difficult to track

& distribute work from.

• Inconsistent methods and tools• Disparate methods, tools, and skills across source

systems• Skills not transferable across sources

• Timeframe• Organizations must be integrated within 100 days• Map & consolidate 60+ sources to 1 Financial

System


DRM

FDM

JDEEssbase(Recon)

SAPSources

Non

SAPSource

s

Unm

appe

d

Map

s

New Combos

Admins manage mappings

Data

Master Data

CoA Changes

Users Preview Data

ConsolidationNew CoA elements Et. Al. Functions

Admins Control Data flow & loads

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6


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• Efficiency and Alignment• Enforce business rules & maintain complex mappings• Eliminate parallel maintenance• Align dimensions across all domains• Simplify close cycle & reduce reconciliation risk• Create, manage & align alternate reporting hierarchies

• Accelerate Transformation• Repeatable M&A Onboarding Process• Catalyst for organization & finance transformation• Simplify COA transformation & redesign• Speed up business approvals with “what if” scenarios

against business transactions• Reduce Risk

• Simplify & reduce risk for upgrades, migrations & rationalization initiatives

• Assure compliance with business rules & policies• Simplify regulatory compliance• Lower risk of financial misstatements with

proactivechange management & data governance

• Summary• Designed and implemented solution within 100 days

and under budget

• Delivered an integrated mapping platform to map disparate sources into one common JDE GL

• Source-target mapping hierarchies containing 87K+ Accounts and 23K+ Business Units

• Effectively transferred knowledge throughout ensuring functional admins can update and run the model autonomously

• Benefits Realized• Framework for M&A• Standardized mapping processes regardless of source• Increased traceability, versioning, audit, management

and control within the mapping process

DRM for Cable & Media Provider

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6

1. Objectives 2. Challenges• DRM

• Manage complex hierarchies and changes• Eliminate duplicative hierarchy updates and manual

data entry• Replace HFM API metadata report with DRM report• Ability to send feeds to apps across environments• Build of DRM/Planning hierarchies and integration

added as secondary objective during HFM project

• Processes• Preserve current ticket request, while enhancing and

refining process to take advantage of DRM functionality

• Knowledge Transfer• Quickly implement DRM and deliver knowledge

transfer so resources can immediately start using DRM to maintain master data for HFM

• DRM Experience• While experienced in HFM, Planning, and HFM, client

had not used DRM prior to this engagement

• Timeframe• Initial Hierarchy build and integration to be

completed in 7-9 weeks

• Complex Hierarchies & Environments & Versions

• Numerous alternate rollups• Extensive use of shared members• Multiple environments and copies of apps on

different versions

• HFM Metadata Report• HFM API metadata report to become obsolete and an

alternative solution must be found

11.1.2.4 11.1.2.1

DRM DRMStaging

FootPrints

HFM1 - Acceptance

PROD

EPMAAPP1 (Planning)

I App T AppPLN2 (Planning)

I App T

App

PLN3 (Planning)

I AppT App

ASO1 (ASO)

I App T App HFM1

HFM2

HFM3

PARALLEL

EPMA

PLN1 (Planning)

I App

PLN2 (Planning)

I App

PLN3 (Planning)

I App

ASO1 (ASO)

I App

HFM1

HFM2

HFM3

.APP Files

User Community Workflow Requests

HFM &Planning Admins

Preformatted Templates for

FootPrints Requests

UATEPMA

APP1 (Planning)



I App T App

ASO1 (ASO)

I App T App

HFM1 - Test

HFM1 - PreProd

HFM1 – PreLive

HFM2 HFM3



• Process• Eliminate duplicative maintenance• Support for 32 apps (HFM, Planning, Essbase) across 3

environments and 2 releases (11.1.2.1 & 11.1.2.4)• Optimize request process & reduce manual data entry• Support parallel ticket requests and application

updates• Robust DRM versioning process defined

• Functionality• SOX Transaction / Audit History Tracking• Mass updates utilizing Tx history across

versions• Visual comparison of hierarchies across apps• Query & Analysis capabilities to refine &

rationalize• Validation capabilities to enforce master data

quality• Cross Environment & Multi-Product Version

feeds• Export functionality to generate HFM metadata

report

• Future Expansion and Scalability• System expansion -- FDMEE, OBIEE, additional

applications, additional reporting• Workflow with Data Relationship Governance

(DRG)

• Summary• Implemented 100+ hierarchies• Built validations, compares, and queries to analyze

hierarchies and ensure master data quality

• Built integration to 3 HFM applications for both 11.1.2.1 and 11.1.2.4 versions

• Built exports to produce a DRM-based reporting to business and ticketing system

• Excel macros provided additional formatting required

• Benefits Realized• Simultaneous ticket handling• Duplicative and manual data entry avoided• Highlighted opportunities for hierarchy

rationalization,pruning, and simplification

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Common Success Factorsin Rapid DRM Deployments

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ApproachFocus on structuring master data for universal use

Preserve flexibility and scalability for the future

Focus on Processes and Tools Equally Tools without processes will not be as successful

Processes without tools are equally as bad (spaghetti bowl phenomenon)

Right Sized Scope“sweet spot”, “bang for the buck”, “impact”

Use phased approach

Revisit roadmap frequently

Build on the success of partner approaches

Success!

+

+

=

Balancing Project FundamentalsShort-Term Impact Long-Term Vision


Training 20

Ranzal Success Factors Approach

Iterative development and prototypes Utilize Ranzal labs for pre-development

DRM Toolkit and Accelerators Proprietary Ranzal DRM code layered on top of out-of-the-box functionality

Enables re-use and rapid implementation of DRM customization and integration work Knowledge Transfer & Training

Enable client to work side-by-side with us Deliver interactively during project

Point of View & Experience Diverse client experience across industries Develop strategic EPM Roadmaps and follow through with implementation across the full EPM suite

Focus on Long Term Relationships Assist at varying levels over time

Roadmaps (beyond DRM), Infrastructure Services, Req & Design, Build, Production Support,


21

Client Success Factors Resources

SME’s and Key Business/Technical Liaisons identified and available Engagement

Utilize DRM ASAP Use DRM for the requirements & design! Don’t live in Excel and Word Documents!

Utilize proof of concept, iterative high participation build, testing, go-live Flexibility

Allow discovery and change of course “No Fault” zone when errors or alternative approaches identified

System & Data Access Direct, unabridged, full control Dev, Test, Prod (before go live) Use production master data

DRM Success Factors Use DRM Immediately!!!

Don’t lose time producing non-functional artifacts Do it “Live”

Add Users Content creators and validators Better wider understanding of subject matters Aids in change management

Use Efficient Paths Built in functionality: audit, versions, property logic, validations,

queries, exports Use partner accelerators

“Code bases” Knowledge Transfer & Training

Promote DRM as the System of Record Treat Development as “Production Ready” ASAP

Sample only what is necessary, use actual production master data when possible


App1 Reports

App2 DW

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Closing / Q&A

[email protected]

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mailto:[email protected]

Contact Information

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: [email protected]

Company ContactRobin Ranzal Knowles, President

45 Beech Street, Suite 109 London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174

24

150 North Michigan Ave. Suite 2800Chicago, IL 60601Tel (312) 624-7738

200 Harvard Mill Square Suite 210Wakefield, MA 01880Tel (781) 246-3343

mailto:[email protected]