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7 th Annual Finance & Technology Summit September 4th, 2014

7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

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Page 1: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

7th Annual Finance & Technology Summit

September 4th, 2014

Page 2: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Agenda

Welcome

Oracle Opening Remarks

About Emtec

Keynote

Sessions Begin

2

Page 3: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Welcome!

3

7th Annual Finance & Technology Summit!

Emtec Team Welcomes You

6 Educational Tracks • BI

• Planning

• HFM

• ERP

• Overall Enterprise

Networking Lunch • Emtec Experts

• Oracle

• Peers

Tweet us at #Medinah14

Come Join Emtec at

Booth #200

A SPECIAL THANK YOU! • Deanna Evers

• Elizabeth Feldman

• Dane Burns

• Claire Favret

• Erica Stotts

• Jennifer Sammons

Oracle Welcomes You – Kim Flaherty

Page 4: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Happy Birthday!

4

Greg Lewis

Emtec President

Sunil Misra

Page 5: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

About Emtec

Page 6: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

73%

YEARS

46 serving clients

OUR COMPANY

500 dedicated

associates 17

over

years

BEST PLACES

TO WORK 2012

TECHNOLOGY EMPOWERED

BUSINESS SOLUTIONS

“right size provider”

“client for life”

India Pune

Bangalor

e

USA IL, PA, NJ,

GA, VA,

MN, FL

Canad

a Toronto

Ottawa GLOBAL

DELIVERY

OUR SERVICES

Business & Technology Empowered

87% 14

prior tier 1

consultancies

ave years

experience

fulltime

employees

OUR PEOPLE

25+

OTHER

PARTNERS

- onshore

- offshore

- nearshore

- blended

managed services

Management

Consulting

Packaged

Applications

Cloud

Applications

Application

Development

Infrastructure

Services

strategy

governance

process

financials

human capital

crm

oracle

salesforce.com

hosted

app. development

QA & testing

mobile solutions

service management

Infrastructure

end user computing

Page 7: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Emtec Services Align Well with each stakeholder community

ENTERPRISE SUITE

SALES & MARKETING

360 degree view of the customer

Sales force automation

Customer Service

Marketing Automation

Customer and Product Data

Management

BI / Analytics

HCM

Workforce Planning

HR Analytics

Talent Management

Employee Self-Service

Performance Management

Total Compensation

CFO

FINANCE

Budget & Planning

Financial Close Mgmt

Procure to Pay

SEC Reporting

Financial Analytics

Cash Management

OPERATIONS

Forecasting

Operational Analytics

ERP

Project Costing

TECHNOLOGY

Advisory Services

Application

Development &

Maintenance services

Business Intelligence &

Big Data

Cloud Strategy and

Implementation

Independent Verification

& Validation

Infrastructure Services

Managed Services

IT Service Management

Procurement Services

Business Strategy

Managed Services & Outsourcing

Advisory Services

Analytics

Governance

POWER The

Of Emtec

Page 8: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Emtec Brings It All Together infrastructure > back office > front office > transformation > cloud

IaaS

CRM

HCM

ERP

Plan Budget

TECHNOLOGY

J

Managed Services

SALES & MARKETING HCM

FINANCE

REPORTING

ERP

INTEGRATION

GOVERNANCE

OPERATIONS

ANALYTICS PROCESS

CFO’s top concerns:

cash flow

talent development

accurate reporting

shareholder value

financial controls

CHRO’s top concerns:

talent management

succession

health plans

organizational change

employee engagement

CIO’s today must be: business aligned engagement focused creating value

solution

oriented

thinking

business

and

technology

MOBILITY

DEVELOPMENT

Page 9: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

O

B

I

E

E

F

O

U

N

D

A

T

I

O

N

PeopleSoft E-Business Suite Oracle Cloud

ENTERPRISE RESOURCE PLANNING (ERP)

ENTERPRISE PERFORMANCE MANAGEMENT (EPM)

Planning & Forecasting Financial Close

Hyperion Planning

Workforce Planning

Capital Asset Planning

Project Financial Planning

Balance Sheet Planning

Strategic Finance

HFM

Financial Close Management

Disclosure Management

Tax Provisioning

Profitability & Cost Mgmt.

Profitability & Cost Management

Metadata / Data Management

Data Relationship Management

Financial Data Quality Mgmt. EE

EPMA

OBIA Advanced Analytics Mobility Big Data

BUSINESS INTELLIGENCE

Reporting

Financial Reporting

SmartView for MS Office Essbase

Emtec’s Oracle Services

Page 10: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Fulltime

Vendor Certified

Prior Tier 1 Exp.

50% 75% 100% 25% 0%

EMTEC Consultants Are:

87%

85%

73%

CLIENT FOR LIFE Right Size

PEOPLE

The Difference Is EMTEC

PROCESS

SALES FINANCE

Emtec Crosses Business

AND Technology Boundaries

APPROACH

PROGRAM

HR

IT

Connecting The Dots

Being The Best HO

LIS

TIC

Bu

sin

es

s

FUN P

RO

CE

SS

Technology GLOBAL

Partnership TRUSTED EXPERIENCED

J

Management Governance

Business Process Integration & Development Infrastructure & IT Services

-Managed Services

-Packaged Apps -Custom Dev

Page 11: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Fulltime

Vendor Certified

Prior Tier 1 Exp.

50% 75% 100% 25% 0%

EMTEC Consultants Are:

87%

85%

73%

Management Governance

Business Process Integration & Development Infrastructure & IT Services

-Managed Services

-Packaged Apps -Custom Dev

CLIENT FOR LIFE Right Size

SALES FINANCE

Emtec Crosses Business

AND Technology Boundaries

HR

IT

Connecting The Dots

Being The Best HO

LIS

TIC

Bu

sin

es

s

FUN P

RO

CE

SS

Technology GLOBAL

Partnership TRUSTED EXPERIENCED

J PEOPLE

The Difference Is EMTEC

PROCESS APPROACH

PROGRAM

Business & Technology Empowered

Page 12: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Keynote

Page 13: 7th Annual Finance & Technology Summit - Analytics · 7th Annual Finance & Technology Summit! Emtec Team Welcomes You 6 Educational Tracks • BI • Planning • HFM ... OBIA Advanced

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Introductions

Craig S. Barrow Vice President, Global EPM Market Development, Oracle

• Accounting & Finance, and Sales & Marketing executive with extensive

experience in the technology, professional services, manufacturing, retail,

and health care vertical industries background

• Former CEO & CFO

• MBA Corporate Finance

• Juris Doctorate in Law with emphasis in commercial transactions and

taxation

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