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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |

Data Relationship Management (DRM) Overview and Use as a Key Enabler in Cloud Migration and Management

Todd VanHoozier Principal Solutions Consultant March 2017

Oracle Confidential – Internal/Restricted/Highly Restricted


Topics for Today

What is Oracle DRM?

DRM as a Key Cloud Enabler

Roadmap and Update on Cloud Offering

Questions?

Oracle Confidential – Internal/Restricted/Highly Restricted 2


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.

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Topics for Today

What is Oracle DRM?



Questions?



What are Enterprise Dimensions?

• Classify and measures value across the enterprise

• The “BYs” of how you analyze your business (by customer, by product…)

• Shared & aligned across business functions & technology platforms

• In reporting/analysis…represented in hierarchies

Measures of value

• Charts of accounts

• Accounts

• Business Units (Departments)

• Cost centers

• Products

Financial

• Sales Organization structures

• Legal entity structures

• Suppliers / vendors / customers

• Locations

• Sales channels

• Cross-dimensional mappings

• Intercompany mappings

• Alternate roll-up structures

• Consolidated external reporting

• Support multiple jurisdictions

Organizational

Analytical

Copyright © 2015 Oracle and/or its affiliates. All rights reserved. | 6

Multi-ERP Rationalization

Cloud Coexistence Migration to Cloud

Transformational Changes

Mergers & Acquisitions

Corporate Reorganizations

Business Model Changes

New Geo Region New Department New Product Offering

Routine Changes

New Cost Center New Legal Entity New Mapping

Systems-driven transformation ……… ……… Business-driven transformation

Multiple Stimuli for Dimensional Changes

Oracle Confidential – Internal/Restricted/Highly Restricted


Typical, Anarchic Dimension Change Process


Enforcing Governance for Routine Changes with DRM


Core Governance Functionality Simple, consistent governance processes

Model-driven workflow models, tasks & stages – Configurable access to workflow roles

– Single or multi-item change requests

– Pre-calculate inherited/derived properties

– Enforce business rules

– Conditional workflows and dependent tasks

Work list, including views, filter, search – Pushback, escalation & de-escalation

– Alerts & e-mail notification

Easy audit & configuration

– Complete request activity trail

– Configured and maintained by business users


Two Primary Governance Use Cases Change management and issue remediation

Triage Assign Resolve Notify

Request Approve Enrich Commit

Change Requests

Remediation Requests

… and DRM can be used to identify the items requiring remediation


Mobile Approvals Govern-on-the-go

Access Worklist Take Action Track Progress Communicate View Request


Pre-Built DRM Analytics

• Pre-built content: – Four dashboards and seven reports

– Saved filters to preserve context across sessions

– Context-sensitive drill-through to a workflow request

– Export to Excel for all tabular data sets

• Target audience includes: – Data stewards

– Governance process owners

– Data managers and administrators

• Actionable analytics – Quickly identify bottlenecks in process

– Monitor, assess, and take action

Governance Metrics • In-flight Request Monitoring • Workflow Model Analysis - Process

Performance, Throughput, Participant Behavior

Master Data Metrics • Change Analysis • Growth Trends


Governance is Enabled and Enforced with Oracle DRM Suite

Model & Manage • Model & manage dimensions

• Complete audit trails & versioning

• Compare scenarios to track changes

• Enforce data quality rules

• Business rules enforced by validations

• Rich, granular security model

• Multi-domain across all systems

Collaborative Workflows • Simple approval/workflow configuration

• Enforce business rules early in process

• External lookups for broader validation

• Work lists, notifications, request ‘inbox’

• Complete request activity trail

• “Change” & “remediation” requests

Actionable Analytics Insights into governance processes:

• Workflow request monitoring

• Workflow model analysis (shown)

• Change analysis & growth trends

• Security and admin metrics



Topics for Today

What is Oracle DRM?



Questions?



Customers’ Thoughts Regarding Migrating to the Cloud


Important Cloud Considerations

• Cloud apps can become another silo of disconnected data

• Not every Business Function has an equivalent Cloud offering which introduces the challenge of a hybrid cloud environment

• The Cloud will not alleviate the need to synchronize content across multiple applications

• Cloud has been driven by the need for rapidly changing applications and need for faster deployments….this greatly increases need for governance and agility in application management

• Many cloud vendors have no solution to help customers migrate to and maintain their hybrid cloud environment

Perils in the clouds – “Nightmare at 20,000 feet”


A Winning Strategy to Migrate to the Cloud

Rationalize Structures/Hierarchies

Assess Current App(s) / Business Process

Update Cloud App with On-Prem Changes

Design New Application(s)

Deploy New Application(s)

Load and Validate Data

Ensure Quality of Data/Metadata

Ongoing Change Management


Getting to the Cloud

• Accelerate migration of reference data and hierarchies to the your first cloud app: – Assess, Rationalize, Design, Deploy, Maintain – Increased efficiency – Reduce risk

• Enforce and enhance governance upon reference data and hierarchies, across all platforms

DRM is KEY in Cloud Enablement and Ongoing Management

Once you are there

• Simplify long-term cloud and on-prem co-existence strategy

– For most customers, this will be continuous

– Ensure alignment across systems

– Increase efficiency through automation

• Accelerate deployment of new applications in your Cloud strategy



Oracle Data Relationship Management Suite Multi-domain. Best-in-class for finance & analytics. Hybrid Cloud Enabler.

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AGILE

INTEGRATED

ERP

Custom 3rd Party

EPM BI/DW

ORACLE CLOUD

Financials

PBCS

EPBCS

Oracle DRM

In-Memory Processing

Self Service

Mobile Approvals

Workflows

Model Driven

Configuration, No Coding

Policies & Rules

Dashboards & Reports


Topics for Today

What is Oracle DRM?



Questions?



Hybrid Cloud Enablement • Integration with Planning in the

Cloud and On-Premise • Simplify incremental updates from

source systems by creating hierarchies from orphan member lists during import

Data Governance • Conditional workflow stages • Load request items from file • Built-in support for ‘four eyes’

principle • Audit request history • Request attachments • Mobile governance approvals

(iOS, Android) Enterprise Readiness • Optimized for 64-bit, single machine,

multi-processor architectures • Accelerate query/export

performance and user concurrency • Section 508 & WCAG 2.0 certification

to support visually impaired users

Information Stewardship • Dashboards: Change Analysis,

Growth Trends, Request Monitoring, Governance Model Effectiveness

• Reports: User Activity, User Group Membership, Security

Data Governance • Lookups for federating external data

sets in interactive & workflow modes • Commit to external targets

concurrent with workflow approvals • Dependent tasks for multi-hierarchy

inserts on submission • Embed hyperlinked instruction text

within request, task, and task property definitions

Packaged Integration • FDMEE integration: DRM as a

metadata target in FDMEE; DRM as mappings master source for FDMEE

Enterprise Readiness • External user auto-provisioning syncs

user repository with external directories (LDAP, MSAD)

Release 11.1.2.4 Available 2015

Release 11.1.2.4.330/340 Available Spring 2016

Customer Data Management • Ability to export hierarchies • File Import: Ability to associate an

account owner using email address as a key

Duplicate Management • Enhanced Key Generation to improve

performance and matching • Support merge of child objects (such

as billing account) using web service

Data Cloud • Support for multiple matching

engines: D&B and EDQ

Data Governance • Auto-Node Naming based upon

custom business logic • Calculated parent generation during

request submission • Rename request items and update

related request item properties

Data Blending & Lifecycle Management • Import profile-driven blend-after-

import to support incremental version import

Packaged Integration • Business unit hierarchy integration

with Oracle BI Applications for E-Business Suite

Localization • Expanded localization from 5 to 17

languages for global consumption

Release 11.1.2.4.310/320 Available Early 2016

Release 13 Targeted Early 2017 (CY)

Data Security & Trust • Node access group filtering to enhance

interactive view security • Property masking for secure data

sharing, and protection of personally identifiable information (PII).

Data Governance • In-flight request visualization • Mass approvals • Scheduled, auto-request generation:

On import, batch validation, comparison

• Custom email notifications Cloud App Integration • Integration with Oracle Financials

Cloud, Oracle Financial Consolidation (FCCS) & Close Cloud, Oracle Enterprise Planning & Budgeting Cloud (EPBCS)

• S-FTP external connection type Metadata Management • Standards-based business glossary • Metadata change impact analysis • Data lineage: horizontal & vertical • System workflow

Future Direction Next 12+ Months

Oracle Applications: Current Release and Roadmap Multi-domain MDM – Oracle Data Relationship Management Suite

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Oracle Dimension Management Cloud Service


Vision: What’s New & Exciting about DMCS? Master At Your Own Pace

• Masters & Applications: Two-tier model that allows true application views that are linked to masters. Application views are not just a filtered view of the master.

• Elastic Data Rationalization: Organically evolve mastering policies to power data rationalization based upon progressive inputs from subject matter experts

• Just-in-time Data Governance: Inference-based, data-driven human workflows that naturally pairs data quality issues with the participation of relevant experts on an as-needed basis

• Scalable, Multi-domain MDM: Support for 10s and even 100s of millions of members in a dimension

Sharing Continuum LOW HIGH

Achieve exponential quality through incremental, non-disruptive data sharing


Vision: Oracle Dimension Management Cloud Service

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PBCS / EPBCS

EPRCS

BICS / OTBI-E

FCCS

Cloud

On Premise

Flat Files Big Data

Preparation Cloud

Oracle DaaS Cloud

Data Stewards LOB Users

● Oracle Public Cloud ● 3rd-party Clouds

Sources Targets

● Flat files ● REST APIs

● D&B ● Loqate

● Publications ● Transforms

Dimension Management Cloud Service

● Aggregation Structures ● Account Mappings

● Member lists ● Hierarchies

● Reference Data ● Alternate Hierarchies ● X-Dimension Maps ● Reporting Attributes

Application Adapters





DMCS: Initial focus on the Finance Domain

• Application on-boarding to consolidate sources

• Dimension editing for specific applications

• Dimension governance for ERP & EPM purposes

• Dimension sharing across applications

• Dimension syncing with consuming applications

• Application adapters for ease of integration

Integration with Oracle Financials Cloud and EPM Cloud

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Todd VanHoozier

Solutions Consultant [email protected]

Questions?

mailto:[email protected]

data relationship management (drm) - hugmnhugmn.org/downloads/techday2017/drm for cloud enablement -...

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