oracle enterprise data management cloud

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DRIVE AGILE BUSINESS TRANSFORMATIONORACLE ENTERPRISE DATA MANAGEMENT CLOUD

RAHUL KAMATH| DIRECTOR, PRODUCT MANAGEMENT

APRIL 23, 2018


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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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


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


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

https://www.financialexecutives.org/Events/Webinar/The-Key-to-Successful-Business-Transformation-%E2%80%93-En.aspx


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


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


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.


ORACLE ENTERPRISE DATA MANAGEMENT CLOUD

ACCELERATE CLOUD ADOPTION

ASSIMILATE BUSINESS TRANSFORMATION FASTER

ALIGN ENTERPRISE APPLICATIONS

Key Use Cases


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


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


Legacy ERP

EBS R12

Accelerate Cloud DeploymentOnramp for migrating to Cloud applications

Cloud ERP

DMCS• Load

• Compare

• Map

• Validate

• Publish

Lights-out data migration


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


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)


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.


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


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


Key Capabilities

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Compare & Rationalize


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


Collate

Curate

Conform

Consume



• Register• Import• Tailor• Secure


• Record• Visualize• Validate• Submit

• Copy• Compare• Rationalize• Map

• Download• Export• Audit• Automate

On premise

Third party

Oracle PaaS

Oracle SaaS


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


The Front Office The CFO’s Office


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

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“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 . . .


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


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

oracle enterprise data management cloud

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