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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
DRIVE AGILE BUSINESS TRANSFORMATIONORACLE ENTERPRISE DATA MANAGEMENT CLOUD
RAHUL KAMATH| DIRECTOR, PRODUCT MANAGEMENT
APRIL 23, 2018
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 3
Data Management
Challenges We Hear
YOU NEED A COMPLETE CLOUD THAT IS
FUTURE-READY
RECONCILIATION NIGHTMARES
INCONSISTENT DATA THAT I CAN’T TRUST
ACQUISITIONS AND RE-ORGS ARE UNMANAGEABLE
DEPENDENT ON IT FOR UPDATES
MANUAL PROCESS WITH TOO MUCH RISK FOR ERRORS
NO STANDARDIZATION OR GOVERNANCE
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
I routinely partner with business unit leaders to plan for new business initiatives. Existing tools and hierarches don’t help because they are structured on business today. My team needs to think about business differently, analyze this new view, build out a plan and submit it quickly.
I need The Holy Grail: A next generation solution that manages multiple business perspectives and frees me up to do scenario planning and select the best alternative. We’re looking to our Oracle EPM Cloud services to do exactly that.
– Victor Rago, Vice President, Finance, Oracle.
Confidential – Oracle Internal/Restricted/Highly Restricted 4
ORACLE INTERNAL VIEWPOINT
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 5
New Geo Region New Department New Offering
Routine Changes
New Cost Center New Legal Entity New Project
Multi-ERP Rationalization
Cloud CoexistenceMigration to Cloud
Digital / Systems Transformational Changes Business / Organizational
Mergers& Acquisitions
CorporateReorganizations
Business Model Changes
Changes can be Large or Routine
MANAGING CHANGES TO ENTERPRISE DATA IS KEY FOR EVERY BUSINESS
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 6
What does your business use to govern structural changes across enterprise systems?
Spreadsheets& Email
In-personmeetings
Custom workflows
Packaged AppsCloud Apps
Source: FEI Webcast Polling Results 11/1/2017; 40 live participants
ORGANIZATIONS STILL RELY ON MANUAL TOOLS AND PROCESSES TO MANAGE CHANGE
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 7
A NEW APPROACH IS NEEDEDPOSITION YOUR ORGANIZATION FOR SUCCESS
WHAT IF YOU COULD…
• ELIMINATE DUPLICATIVE MAINTENANCE ACROSS ERP & EPM SYSTEMS
• REDUCE PERIOD-END CLOSE CYCLES
• ELIMINATE LENGTHY AND COSTLY MANUAL RECONCILIATIONS
• GIVE YOU VISIBILITY OF ALL CHANGES WITH AUDIT HISTORY
• QUICKLY ASSIMILATE ACQUISITIONS AND CORPORATE RE-ORGS
• ACCELERATE ADOPTION OF THE CLOUD
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
WHAT IS ORACLE ENTERPRISE DATA MANAGEMENT CLOUD?
In simple terms, it is a system of reference for managing data about the enterprise – such as the financial chart of accounts – so that you can get a consistent view across multiple applications, both cloud and on-premises.
EDM Cloud is a platform for change management that helps align and distribute enterprise data changes across EPM, ERP and reporting systems. It enables your organization to adapt and respond to change faster and more effectively: whether you wish to reconcile differences across a couple of financial systems, or migrate an application to the cloud, or transform the business as you navigate a merger or acquisition. With EDM Cloud, you can move faster and with better alignment.
8
Value Proposition
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WHAT IS ENTERPRISE DATA?
Types of Enterprise Data- Products/Services- Store- Calendar - Customer- Employee- Revenue Account
Business Taxonomies (e.g., Product Categories)-All Products
-Breakfast Products-Breakfast Pastries
- Danishes and Crumb Cakes- 7203001969 - Entenmanns Mini Crumb Cake
Measures of Value. Imbue Trustworthy Analytics.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 11
ORACLE ENTERPRISE DATA MANAGEMENT CLOUD
ACCELERATE CLOUD ADOPTION
ASSIMILATE BUSINESS TRANSFORMATION FASTER
ALIGN ENTERPRISE APPLICATIONS
Key Use Cases
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 12
ACCELERATE CLOUD ADOPTION
• Enable Cloud ERP & EPM migration and hybrid coexistence
• Facilitate alignment with pre-built application adapters
• Publish to any source or target: Cloud, on-premises, hybrid environments
• Drive design, alignment, and consistency of data elements
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
IT needs ETL maps to power lights out data
migration
Legacy ERP
EBS R12
Manual Process to Move to CloudCloud Deployment delayed by broken processes
Cloud ERP
“Stare and Compare”
Business needs a white-box approachto mapping multiple legacy apps to next
gen business models
Staring and comparing multiple
charts is manual, time consuming, and frustrating
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Legacy ERP
EBS R12
Accelerate Cloud DeploymentOnramp for migrating to Cloud applications
Cloud ERP
DMCS• Load
• Compare
• Map
• Validate
• Publish
Lights-out data migration
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 15
ASSIMILATE BUSINESS TRANSFORMATION FASTER
• Compare, analyze, and conform structural changes
• Gain speed and agility with request-driven management
• Apply scenario modeling and visualization of changes before committing
• Leverage drag and drop hierarchy management
• Maintain a granular change audit
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Chart of Accounts
High-level Product Groupings
Onboarding an Acquired Company is complex & risky
Charts of Accounts in multiple G/L
platforms
SKU-level Products
Org structures in multiple HR & Planning apps
Org StructuresProduct Hierarchies
“I need consolidated
reporting within 30 days …”
Map CoAs to each other
Multiple (100s) of XLS sheets for multiple users
Which version of “product” do we
use???
Combine product hierarchies
MS Excel
Merge Organizationstructures in
spreadsheets
Load all (100s) spreadsheets to
enterprise systems
Repeat process for multiple ‘versions’ (as
both companies evolve during the process)
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Enable Governance with Oracle EDMCS
High-level Product Groupings
Charts of Accounts in multiple G/L
platforms
SKU-level Products
Org structures in multiple HR & Planning apps
“I need consolidated
reporting within 30 days … Let’s explore our target company
with EDMCS”
1. Import critical structures from target company
2. Compare target structures to corporate structures
3. Rationalize structures using visual, drag-and-drop GUI. All changes are recorded as requests & tracked for audit.
4. All enterprise data is available for consolidated reporting and analytics
Oracle Enterprise Data Management Cloud
EDMCS contains all critical structures for our company (CoA, Product, Org…)
Business rules & security enforced
Multiple users submit requests
concurrently
Accurate, consolidated reporting
An early adopter with $2.6B in revenue anticipates saving $3M during a merger by leveraging EDMCS. They expect Charts of Accounts & Cost Centers to be merged in 12 weeks.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 18
ALIGN ENTERPRISE APPLICATIONS
• Gain a consistent, unified view
• Leverage self-service enterprise data maintenance
• Realize transparency around changes with clear audit trail
• Achieve trustworthy analytics
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Consolidation
Local GL (Mexico)
GOVERN CHANGES ACROSS OPERATIONS & ANALYTICS
Local GL (USA)
Local GL (Eurozone)
Reporting
Enterprise Data Management
Cloud
Immediate feedback from governance process
“I want to change an account … I’ll submit a change request via
Enterprise Data Management Cloud”
Change request validated
Cloud ERP
Planning
Oracle Confidential – Internal/Restricted/Highly Restricted
• Visualize• Validate• Compare• Rationalize
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Key Capabilities
20
Compare & Rationalize
Oracle Enterprise Data Management Cloud
Changevisualization
Application ANDMaster Perspectives
Packaged cloudapp integration
Simplified, Rich User Interface
Complex data types
Request-driven,recorded actions
ChangeAudit
HierarchyManagement
• Default views for application dimensions
• Maintenance views optimized for change management & remediation
• Modern user experience• Oracle JET-based UX• Client-side JavaScript
• Batch changes as request items & actions
• Shopping cart metaphor to record items and actions
• Built-in request visualization
• Actions: Add, insert, move, remove, delete, reorder, update properties
• Drag-n-drop hierarchy management
• Side-by-side browse lists, hierarchies and properties
• Scalable large hierarchy browsing
• Compare side-by-side• List node differences• Locate and align same
node across viewpoints
• Visualize prop diffs
• Summary view of each request
• Granular audit of each request item and action
• Immediate support for node lists, hierarchies and mappings
• Planned support for intersections, relationship networks, et al
• Summary view of each request
• Granular audit of each request item and action
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Collate
Curate
Conform
Consume
Oracle Enterprise Data Management Cloud
Confidential – Oracle Internal/Restricted/Highly Restricted 21
• Register• Import• Tailor• Secure
Oracle Enterprise Data Management Cloud
• Record• Visualize• Validate• Submit
• Copy• Compare• Rationalize• Map
• Download• Export• Audit• Automate
On premise
Third party
Oracle PaaS
Oracle SaaS
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Initial focus on Office of the CFO“Enterprise data” management across Oracle ERP and Oracle EPM Cloud
Public Cloud
On Premise
Integrated to Support Hybrid Deployments:
● Connect & synchronize with Oracle ERP & EPM clouds
● Use RESTful services, MS Excel/flat files to integrate
Capabilities:
● Rationalize across applications to build fully aligned views
● Visual and curate master data to govern across applications
● Consume/enrich glossary of terms & definitions in context
Third Party
Clouds
Conceptual
Enterprise Data Management
Cloud Service
EPM AutomateRESTful ServicesFlat files
RESTful ServicesFlat files
OLU, Flat files
Flat Files
Oracle ERP+EPM Cloud
CorporateReporting
GeneralLedger
EnterprisePlanning
Financial Consolidation
FinancialBudgeting
FinancialReporting
MSExcel
Desktop files
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
The Front Office The CFO’s Office
Confidential – Oracle Internal/Restricted/Highly Restricted 23
Product [Marketing] Managers HR Managers
REALIZE ENTERPRISE VALUE ACROSS LoBsValuable to every business function . . .
ExpenseRevenue
Debt Equity
• GL Reduction• CoA Redesign• Group/BU CoA
Alignment • EPM Metadata
Alignment• Reporting
Reconciliation• GL-Consolidation
Account Mapping
• Organization chart redesign• Cost center realignment• Granular budgetary control• Position-based workforce planning• Skill-based resource planning• Job architecture/Job leveling
• New product introduction• Product classification schemes• Product/Brand categories• Price list maintenance• Product bundles• Management reporting• Product Planning• Product profitability structures
• Sales territory redesign• Sales team organization• Sales compensation structures• Corporate hierarchies• Customer profile maintenance• Customer segmentation• Customer profitability structures
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 24
“The introduction of Enterprise Data Management Cloud for enterprise data management provides the final “piece of the puzzle” that allows the EPM SaaS offerings to share common enterprise data…
EDM will allow enterprise data to be centrally maintained and published to various ERP & EPM SaaS applications. Moreover, the enhancement to cloud data management (which is embedded in all EPM SaaS offerings) to deliver additional master data transformation and loading abilities further enhances the value proposition of EDM.”
Tony Scalese, Vice PresidentEdgewater Ranzal
WHAT ORACLE PARTNERSARE SAYING . . .
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Solution Planned ResultsChallenge
Not-for-profit health care organization which operates facilities throughout the western U.S. states of California, Hawaii, Oregon, and Washington
Oracle Confidential – Internal 25
Information asymmetry among patients, payers, and physicians.
Need to transform health care quality through measurement, transparency and accountability.
Charge codes are optimized for billing, not reporting.
Adventist Health
EDM will bring visibility into costing history – and help transform costing structures into the future.
“Triple aim” in healthcare: (1) Improve the patient experience of care (including quality and satisfaction); (2) Improve the health of populations; (3) Reduce per capita cost of health care.
Oracle EPM Cloud:• Oracle Enterprise Data
Management Cloud• Oracle Profitability and
Cost Management Cloud• Oracle Planning and
Budgeting Cloud• Oracle Enterprise
Performance Reporting Cloud
Oracle Analytics Cloud
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Solution Planned ResultsChallenge
A global, diversified producer of high technology specialty chemical products and provider of technical services
Oracle Confidential – Internal 26
Reporting reconciliation is very difficult. Most work is done in MS Excel.
Lots of error-prone, redundant maintenance in separate tools.
Need ability to manage and map global with local CoAs in a collaborative environment.
Several dimensions: Legal Entity, Account, Organization Customer and Product.
Platform Specialty Products
Goal is to integrate multiple financial applications with Cloud GL, EPBCS, and FCCS.
Collaborative governance experience to design, manage and maintain reporting hierarchies, mappings and attributes
Remediate reporting reconciliations, eliminate redundancy and allow stakeholders visibility
Oracle EPM Cloud:• Oracle Enterprise Data
Management Cloud• Oracle Cloud Financials• Oracle Enterprise Planning
and Budgeting Cloud• Oracle Financial
Consolidation & Close Cloud
Oracle Analytics Cloud
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 27