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Leading Practices in Multi-Pillar Oracle Cloud Implementations

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Alithya
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The document outlines an agenda for a presentation on leading practices in multi-pillar Oracle Cloud implementations. The agenda includes introductions, an Oracle Cloud introduction, typical paths to moving applications to the cloud, customer stories, and Alithya's methodology for multi-pillar Oracle Cloud implementations. It also discusses integrations, conversions, reporting, and master data management.

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Leading Practices in Multi-Pillar Oracle Cloud Implementations June 22, 2021, 1:40 – 2:20PM Eastern
> Introductions > Oracle Cloud Introduction > Business Drivers Behind Moving to Cloud > Typical Paths to Cloud > Customer Stories > Alithya Multi-Pillar Cloud Implementation Methodology > Integrations > Conversions > Reporting > Master Data Management > Q&A AGENDA
YOUR PRESENTERS Mike Killeen Sr. Vice President Oracle Ace •Located in Greenwich, CT •Been with Alithya for 25 Years •Oracle Ace, Oracle EPM & BI •300+ Client Engagements with using Arbor, Hyperion & Oracle software •Experience Includes Leading North American Planning & Analytics Team, Opening up Alithya UK Division •Currently leads Alithya Solutions Team which includes Pre-Sales, IP Program, Vertical Advisory and Product Team Center of Excellence Zubin Shah Oracle Solutions Director •Located in Austin, TX •Been with Alithya for 5+ Years •Worked with Oracle Platforms for 8+ Years, 15+ Full Life Cycle Oracle Cloud Implementations across various industries •Oracle Cloud Certified – Implementer, Project Manager, Solution Engineer, Sales •Leads the Oracle Cloud ERP and HCM Solutions and Pre-Sales function at Alithya
3000+ projects ALITHYA - ORACLE ONLY FOCUSED Enterprise Performance Management (EPM) Enterprise Resource Planning (ERP) Supply Chain Management (SCM) Human Capital Management (HCM) Strategic Roadmaps Organizational Change Management Process Design (Redesign) Cloud Assessments & Health Checks Training Services Data Services Integration Analytics Hosting & Infrastructure Managed Services & Support Security Health Care Financial Services High Tech Manufacturing Retail/CPG Professional Services Utilities I N D U S T R I E S C L O U D T E C H N O L O G Y S E R V I C E S A D V I S O R Y S E R V I C E S C L O U D A P P L I C A T I O N S 1000+ clients 400+ Oracle Cloud projects 23+ years 225+ Oracle consultants A 4
ORACLE CLOUD INTRODUCTIONS
HISTORY OF ORACLE APPLICATIONS & TECHNOLOGY Financial Management Reporting & Analysis Enterprise Functions Human Capital Management CLOUD Technology Budgeting & Forecasting WEB Technology 2000 2001 2004 2007 2010 2011 2012 2014 2016 2019 Hyperion Financial Management (HFM) Oracle Acquires Hyperion E-Business Suite (EBS) R12 Enterprise Resource Planning (ERP) Cloud Enterprise Performance Management (EPM) Cloud Hyperion Planning Fusion Financial Applications (ERP) Financial Close and Consolidation Cloud Service (FCCS) Planning Cloud (PBCS) Oracle Acquires PeopleSoft Human Capital Management (HCM) Cloud e-business software
BUSINESS DRIVERS BEHIND MOVE TO CLOUD Business insight Operational efficiency Growth Digital transformation  Manage Risk  Focus on Value Added Activities  Improved Collaboration  Continuous Innovation  Onboard Acquisitions Rapidly  Scale as your business grows  IT Integration  Access & Quality of Data  Self Service & Reporting & Analytics  Greater Automation  Lower IT Costs  Eliminate Disruption from Upgrades
4 PATHS “TO CLOUD” WITH ALITHYA 8 T E S T D R I V E On Premise EPM + New Cloud Apps GROUND TO CLOUD On Premise EPM + Move to Cloud T R A N S F O R M THE BUSINESS No On Premise EPM or ERP + New Cloud Apps D I P Y O U R T O E S I N Existing ERP + EPM for ERP
TRACK CHARACTERISTICS / BENEFITS Enhanced Capability Re-engineer Process Improved Skillset Operational Efficiency End-User Focus 1 - Dip your toes in 2 - Test Drive 3 - Ground to Cloud 4 - Transform the Business
TRACK 3 - GROUND TO CLOUD Migrating On-Premise EPM to Cloud* Financial Services Firm Before •On-Prem HFM, FCM, and HPCM After •Financial Close and Consolidation, Profitability and Cost Management Cloud •Consolidation of multiple G/L instances across the world •Supporting schedules for Balance Sheet footnotes •Close orchestration for Sub-Ledgers, General Ledger, and Consolidation •Streamlined Close Process •Unified and simplified End-User experience Financial Services Firm Before •On-Prem HFM, FCM, Planning, and Essbase After •Financial Close and Consolidation, Planning, and OAC •Expanded and more automated Cash Flow process •More comprehensive reporting capabilities •Reduced preparation time •Greater visibility into drivers of financial statements •Unified and simplified End-User experience Enhanced Capability Operational Efficiency Enhanced Capability Operational Efficiency *For EPM Customers, Premier & Extended Support for 11.1.2.4 ends December 2021.
TRACK 4 – TRANSFORM THE BUSINESS New Cloud Apps that Transform Connected Business Processes Before •Meditech for Financials, Lawson for HCM and Payroll, Kaufman Hall for Planning/Budgeting •Manual actions to move data between systems •Lots of Paper for doc storage After •Eliminated 3 legacy systems to move onto 1 integrated system for HCM/Payroll/FIN/SCM/EPM • More flexibility & Self-service in Benefits •Streamlined business processes by moving manual excel-based processes into system and adding proper controls, eliminated paper •Payroll to GL integration with dynamic Costing •Cleaned up and standardized Supplier Master and Item Master •Automated legacy business processes via integrations Enhanced Capability Operational Efficiency End-User Focus Improved Skillset Re-engineer Process Before •Sage for Financials, manual Excel for Procurement, Projects, Budgeting •Outgrown Chart of Accounts After •Modernized ERP System, ability to grow/scale •Improved and standardized approval workflows across all areas •Self-Service Requisitioning and Purchasing •Increased reporting visibility from actuals and budget perspective for Department and Location managers --> more strategic decision-making •Substantially decreased time to reconcile bank statements and have clear picture of cash positions •Governance and Controls around Award and Grants Management Enhanced Capability Operational Efficiency End-User Focus Improved Skillset Re-engineer Process
LEADING PRACTICES IN MULTI- PILLAR IMPLEMENTATIONS
Oracle’s Unified Cloud Applications Suite Social Analytics, AI, IoT, Blockchain Process Security Mobile Built-In Standardization Modern Best Practice
Procurement Financials Supply Chain HCM Project/ Grants Payroll Connected Oracle Enterprise Financial Close Account Recs Enterprise Data Management Tax Reporting Enterprise Planning Profitability & Cost Mgmt Narrative Reporting Fusion Analytics Warehouse Oracle Analytics Cloud
MANAGE project delivery with Value-driven Project Management Services: >Initiation to Closure >Robust planning and monitoring >Aligned with PMI >Adaptable to client standards >Modern tools and methods the vision with Effective Digital Transformation Services: >Business Process focused >Iterative development >Rapid time to value >Ongoing knowledge transfer >Accelerators and IP >Enterprise Services and Platform Upgrades >Flexible for Cloud, On-Premise or Hybrid deployment the solution with Efficient Enterprise Services: >Managed Services >Support Services >Staff Augmentation >Hosting >CoE Design/Operation the future change with Strategic Advisory Services: >Roadmaps & Assessments >Process Analysis & Design >Requirements Analysis >Software Selection >Organizational Change Management >Enterprise Architecture >Strategy & Governance Continuous Improvement IMPLEMENT ENVISION OPERATE THE ALITHYA METHODOLOGY Combining our experience with the Oracle Unified Method 15
Alithya Multi-Pillar Cloud Methodology Knowledge transfer is embedded throughout the project, enabling smooth hand-off. FUNCTIONAL/ CONFIGURATION • Global Design • Signature Future State Process Flows • Final Configuration Workbook • Configuration (Production) CHANGE MANAGEMENT • Adoption Strategy • Communication Plan • Training Plan DATA INTEGRATION • Integration Architecture Strategy • Integration Technical Designs • Integrations (Production) TESTING • Test Strategy • Test Plan • Test Scenarios DATA CONVERSION • Data Migration Strategy • Data Migration Workbooks • Migrated Data (Production) • Project Artifacts • Work Plan • Governance Model With RAID Log • Deliverables Acceptance Framework • Status Reports • Environment Management Plan • Ongoing Operational Support Strategy • Detailed Cutover Plan PROJECT MANAGEMENT
INTEGRATION APPROACH •Identify the sub modules / solution area (E.g. of Core HR, Payroll, Absence, Purchasing, Payables etc.) •Identify the vendor point of contact/Liaison Workstream / Lead Identification •Proper classification of Inbound/Outbound •Documentation into the Smartsheet/Plan and identified phase of delivery •Factorization of RICE items (common components) •Assign Functional Lead Rationalization •Review Vendor Specification •Review Vendor Sample contains valid data •Formulate Functional Approach •Document Test Scenarios •Identify connectivity needs Functional Design Document •Review design with Client SME •Vendor Review (If needed) •Obtain Sign-off by Vendor/Client Design document review and Sign-off by Client •Documentation •Design/Approach Review •Coding/Interface Development •Unit Testing •Code Review •Code Migration Technical Design and Development
We employ a leading practices approach to data migration • Requirements, scope, volumes, • Architecture, Principles, SaaS capabilities Flows, Tools, Security, Framework • Roadmap, Governance, Development Process, … • Detailed design, field mapping, crosswalks • ERP capabilities/tools to entities • Transformation logic and crosswalks/DVMs • Extraction code • FBDI/HDL/PBL generation • Reconciliation • Framework plugin • Multiple iterative test cycles that feed into playback cycles • Cleanse • Extract • Transform • Validate • Transact (test) • Sign-off • Pre-cutover dress rehearsals • Pre-cutover conversions • Deltas pre-cutover to cutover • Cutover and go live Strategy Design Playback Go Live CONVERSION APPROACH
Operational Reporting “Operate the Business” Alert & Analyze Strategic Analytics “Transform the Business” Explore & Change Performance Management “Manage the Business” Define & Measure 19 Where are we going? Will we meet our goals? What was the final outcome? Did we meet our goals? Why did it occur? What if we did things differently? When did an event occur? Is some action required? Which action should I take? Can I see the impact? How can we change our business? What would be the benefit? Integrated Business Analytics answers questions that drive business performance. OAC OTBI EPM ERP/HCM FAW KSCOPE KODE: ALITHYACLOUD21 REPORTING APPROACH: LINKING INSIGHT TO ACTION
LEADING PRACTICES: WHAT TO DO WHERE IN MULTI-PILLAR REPORTING 20 PCMCS EPBCS FCCS PCMCS EPRCS OAC Essbase ADW FAW Oracle Transactional BI* (OTBI) Oracle EPM Cloud Oracle Cloud Transactional Apps Oracle Cloud Analytics & Database ERP* TRCS Oracle EPM Cloud CX* SCM* HCM* EPRCS
LEADING PRACTICE – PUTTING MASTER DATA FIRST Reporting Pyramid: defining scope of CoA within broader context Strategy Management Execution • Strategic P&L • Treasury/Risk Rptg • Management Rptg • External Rptg • Operational Rptg • Local/Stat Rptg Perspective Chart of Accounts Reporting Local CoA Global CoA EPM CoA Integrated Analytics Local Ops Systems Local ERP(s) Corporate ERP Sales & Ops Planning Consolidation & Close Financial Strategy Financial Planning/Fcstg Global Ops Systems Operational Strategy LOB Planning Planning Points Consolidation Points Financial Data Governance Insights • Scorecards & KPIs • Predictive Analytics • Decision Support • Profitability Analytics Analytical Financial Operational
ENABLING APPS EDMCS > Run The Business > Routine Dimension Management > Hierarchy Comparison and Alignment > Automate Application Logic > Transform the Business > COA Redesigns > M&A Activities, What If Scenarios, Reorganizations > Test Impact of Reorganizations, Acquisitions & Divestitures through What-If Modelling > Ground to Cloud Conversions > Govern the Business > Master Data Request, Collaboration, and Enrichment > Policy-based Approval Workflow Engine > Approval workflows and separation of duties > Granular audit trail
> Four major steps spanning Advisory to Implementation > Each step builds off the prior > Alithya can jump in at any point and play a variety of roles COA ADVISORY & IMPLEMENTATION SERVICES Alithya’s Stepped Approach with Accelerators Reporting Strategy CoA Implementation Data Conversion 1) Define vision for Reporting and how to achieve it 2) Define future data model to support Reporting Strategy 3) Create full data model for analysis and consumption 4) Facilitate ongoing data conversion with governance Strategy Framework Dimensionality and Granularity Framework Pre-Defined Data Governance Workflows Future CoA Reporting Visualizations Repeatable Conversion Process Enterprise Data Management (EDM) Configuration Accelerators and Tools CoA Design
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Month 13 Month 14 Month 15 Month 16 COA Advisory HCM - Non-Payroll HCM - Payroll Planning & Analysis Financial Close & Consolidation FIN & SCM COA Definition GL Balance Map EPM Retrofit EPM Retrofit Analytics Reptorting Strategy Health Care DSS HCM - Non-Payroll HCM - Non-Payroll HCM - Non-Payroll EPM - Add'l Module EPM - Add'l Module Conversions/Integrations EXAMPLE TIMELINE
TAKE THE NEXT STEP VISIT OUR WEBSITE Contact our team with interest about these or other potential challenges so we can provide you with more information! infosolutions@alithya.com Download Your Copy
> Vendor Presentation: Leading Practices in Multi-Pillar Oracle Cloud Implementations > How Do I Love Cash Flow? Let Me Count the Ways…(11427) > What Did I Miss? Addressing Non-Traditional Reconciliations in AR and Data Integration Design (11513) > Workforce Plus: Tips and Tricks to Give Workforce an Extra Kick! (11415) > Why and How to Implement Operation Transfer Pricing (OTP) with Oracle EPM Cloud (111111) > Integrated Business Processes: A Better Way to Align FP&A Forecast and Management Reporting (11385) > Viasat Launches to the Cloud with Oracle Enterprise Data Management (11486) > ❤️ Matchmaker, Make Me a Match: Can AR Intercompany Matchmaking Tools Be a Perfect Match for You? (11174) > How WillScot-Mobile Mini Utilized Enterprise Data Management for Business Transformation (11489) > See Why This Government Contractor Loves PCM: Live Session with General Dynamics (11395) > How to Allocate Your Close Time More Effectively (11533) > How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost Management (PCM) as an Allocations Sub-Ledger (11109) Don't Miss Our 12 Sessions at Kscope21! Alithya is a platinum sponsor of Kscope21 > Mike Killeen & Zubin Shah, Alithya 6/22/21 | 1:40 - 2:20 PM > Geordan Drummond, Alithya 6/22/21 | 12:40 - 1:40 PM > Seema Shah; Nick Boronski, Oracle, & Lee Divers, State Street 6/23/21 | 12:40 - 1:40 PM > Ryan Ward & Sara Beth Good, Alithya 6/23/21 | 2:20 - 3:20 PM > Andrew Laferla, Alithya & William Harned, MUFG Union Bank 6/24/21 | 11 AM - 12 PM > Alecs Mlynarzek & Vatsal Gaonkar, Alithya 6/24/21 | 2:20 - 3:20 PM > Kevin Black, Alithya & Robert Kursten, Viasat 6/25/21 | 12:40 - 1:40 PM > Geordan Drummond; Nick Boronski & Tim Gaumont, Oracle 6/28/21 | 4 - 5 PM > Kevin Black; Matthew Jacobsen, WillScot Mobile Mini 6/29/21 | 4 - 5 PM > Alecs Mlynarzek, Alithya & Caroline Dill, General Dynamics IT 6/30/21 | 11 AM – 12 PM > Alecs Mlynarzek & Geordan Drummond, Alithya 6/30/21 | 12:40 - 1:40 PM > Andrew Laferla, Alithya 6/30/21 | 2:20 - 3:20 PM
APPENDIX
PROPOSED MULTI-PILLAR WORKSTREAM DELIVERY 32 Business Power Users Information Consumers IT Data Integration Functional Admins IT Reporting Technical Administrator Functional Business Leads IS App Dev Mgmt IT Infra & Ops Mgmt Change Management Project Management Alithya Client Account Management Solution Architecture Training Financial EPM Delivery Strategic EPM Delivery Internal Stakeholders & SMEs ERP Financials Delivery HCM Payroll Delivery SCM Delivery Non-Payroll HCM Delivery Shared Services Reporting & Analytics Security & Infrastructure Master Data & COA Integration & Automation Executive Sponsor > Potential Future Project Team Structure New Project Roles Project Management Advisory & Change Mgmt
COA APPROACH ERP - Financials GL Journals Essbase EPM - Planning Cloud Data Mgmt Essbase EPM - EDMCS Legacy ERP Legacy ERP Legacy ERP Preview Financial Statements New Financial Statements EDM Repository New COA Updates Legacy Financial Statements Hierarchy Maintenance Hierarchy Alignment & Rationalization Approval Workflows Mapping Execution Preview Reporting Iterative Approach Preview COA Initial New COA Comparison Reports App Admins COA Team Finance Legacy Chart Old COA to New COA Map Iterative Development and Testing COA COA Maps GL Balances Publish
REPORTING CAPABILITIES ENABLED BY ORACLE CLOUD 37 Mapping Applications to Business Process Technology Cloud EPM Applications Cloud ERP Applications Cloud Platform Product EPBCS FCCS TRCS PCMCS EPRCS ERP OTBI OAC/FAW Performance Reporting    External Reporting    Tax Reporting  Profitability Analytics   Narrative Reporting  Operational Reporting    Operational Analytics   Strategic Analytics   
TECHNOLOGY - ORACLE REPORTING TOOLS 38 Shared Tools Map to User Roles By Oracle Cloud Module Product/Tool Description & Capabilities Smart View for Office • A Microsoft Office Add-in • Quickly perform LIVE, ad hoc queries with multi-dimensional analysis, pivoting and drill down • Analyze data within a familiar spreadsheet interface Financial Report Studio • Produce professional quality financial statements • View results with live drilldowns to source transactions. • Distribute to authorized users efficient. BI Publisher • Quickly modify pre-defined, high volume operational reports without IT assistance. • Author, manage and deliver a range of highly formatted documents in familiar desktop tools like MS WORD and Adobe PDF. Dashboards • Provide a visual display of the most critical and meaningful information that an individual or role requires to perform their function effectively. • Interactive, allowing the user to select prompts, change views and drill down to details. Data Visualizer • Present abstract information in graphical form. • Allows users to spot patterns, trends, and correlations that otherwise might go unnoticed in traditional reports, tables, or spreadsheets. • Simplified use of Augmented Analytics and Machine Learning capabilities Narrative Reporting • Streamline the report document production process with collaborative workflow, approvals, commentary, and analysis, while linking to multiple data sources.
WHAT ORACLE TOOLS ARE AVAILABLE? 39 Tools are Optimized Based on Technology & Data Source Category Software/Data Source System Reports Smart View for MS Office Financial Report Studio BI Publisher Dashboards Data Visualizer Narrative Reporting Software- as-a-Service (SaaS) Oracle EPM Cloud    Limited EPRCS Module Oracle ERP Cloud / OTBI      Platform-as- a-Service (PaaS) Oracle Analytic Cloud (OAC)    Data Source Essbase      Relational    Big Data OAC Only  Application     

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Leading Practices in Multi-Pillar Oracle Cloud Implementations

  • 1. Leading Practices in Multi-Pillar Oracle Cloud Implementations June 22, 2021, 1:40 – 2:20PM Eastern
  • 2. > Introductions > Oracle Cloud Introduction > Business Drivers Behind Moving to Cloud > Typical Paths to Cloud > Customer Stories > Alithya Multi-Pillar Cloud Implementation Methodology > Integrations > Conversions > Reporting > Master Data Management > Q&A AGENDA
  • 3. YOUR PRESENTERS Mike Killeen Sr. Vice President Oracle Ace •Located in Greenwich, CT •Been with Alithya for 25 Years •Oracle Ace, Oracle EPM & BI •300+ Client Engagements with using Arbor, Hyperion & Oracle software •Experience Includes Leading North American Planning & Analytics Team, Opening up Alithya UK Division •Currently leads Alithya Solutions Team which includes Pre-Sales, IP Program, Vertical Advisory and Product Team Center of Excellence Zubin Shah Oracle Solutions Director •Located in Austin, TX •Been with Alithya for 5+ Years •Worked with Oracle Platforms for 8+ Years, 15+ Full Life Cycle Oracle Cloud Implementations across various industries •Oracle Cloud Certified – Implementer, Project Manager, Solution Engineer, Sales •Leads the Oracle Cloud ERP and HCM Solutions and Pre-Sales function at Alithya
  • 4. 3000+ projects ALITHYA - ORACLE ONLY FOCUSED Enterprise Performance Management (EPM) Enterprise Resource Planning (ERP) Supply Chain Management (SCM) Human Capital Management (HCM) Strategic Roadmaps Organizational Change Management Process Design (Redesign) Cloud Assessments & Health Checks Training Services Data Services Integration Analytics Hosting & Infrastructure Managed Services & Support Security Health Care Financial Services High Tech Manufacturing Retail/CPG Professional Services Utilities I N D U S T R I E S C L O U D T E C H N O L O G Y S E R V I C E S A D V I S O R Y S E R V I C E S C L O U D A P P L I C A T I O N S 1000+ clients 400+ Oracle Cloud projects 23+ years 225+ Oracle consultants A 4
  • 6. HISTORY OF ORACLE APPLICATIONS & TECHNOLOGY Financial Management Reporting & Analysis Enterprise Functions Human Capital Management CLOUD Technology Budgeting & Forecasting WEB Technology 2000 2001 2004 2007 2010 2011 2012 2014 2016 2019 Hyperion Financial Management (HFM) Oracle Acquires Hyperion E-Business Suite (EBS) R12 Enterprise Resource Planning (ERP) Cloud Enterprise Performance Management (EPM) Cloud Hyperion Planning Fusion Financial Applications (ERP) Financial Close and Consolidation Cloud Service (FCCS) Planning Cloud (PBCS) Oracle Acquires PeopleSoft Human Capital Management (HCM) Cloud e-business software
  • 7. BUSINESS DRIVERS BEHIND MOVE TO CLOUD Business insight Operational efficiency Growth Digital transformation  Manage Risk  Focus on Value Added Activities  Improved Collaboration  Continuous Innovation  Onboard Acquisitions Rapidly  Scale as your business grows  IT Integration  Access & Quality of Data  Self Service & Reporting & Analytics  Greater Automation  Lower IT Costs  Eliminate Disruption from Upgrades
  • 8. 4 PATHS “TO CLOUD” WITH ALITHYA 8 T E S T D R I V E On Premise EPM + New Cloud Apps GROUND TO CLOUD On Premise EPM + Move to Cloud T R A N S F O R M THE BUSINESS No On Premise EPM or ERP + New Cloud Apps D I P Y O U R T O E S I N Existing ERP + EPM for ERP
  • 9. TRACK CHARACTERISTICS / BENEFITS Enhanced Capability Re-engineer Process Improved Skillset Operational Efficiency End-User Focus 1 - Dip your toes in 2 - Test Drive 3 - Ground to Cloud 4 - Transform the Business
  • 10. TRACK 3 - GROUND TO CLOUD Migrating On-Premise EPM to Cloud* Financial Services Firm Before •On-Prem HFM, FCM, and HPCM After •Financial Close and Consolidation, Profitability and Cost Management Cloud •Consolidation of multiple G/L instances across the world •Supporting schedules for Balance Sheet footnotes •Close orchestration for Sub-Ledgers, General Ledger, and Consolidation •Streamlined Close Process •Unified and simplified End-User experience Financial Services Firm Before •On-Prem HFM, FCM, Planning, and Essbase After •Financial Close and Consolidation, Planning, and OAC •Expanded and more automated Cash Flow process •More comprehensive reporting capabilities •Reduced preparation time •Greater visibility into drivers of financial statements •Unified and simplified End-User experience Enhanced Capability Operational Efficiency Enhanced Capability Operational Efficiency *For EPM Customers, Premier & Extended Support for 11.1.2.4 ends December 2021.
  • 11. TRACK 4 – TRANSFORM THE BUSINESS New Cloud Apps that Transform Connected Business Processes Before •Meditech for Financials, Lawson for HCM and Payroll, Kaufman Hall for Planning/Budgeting •Manual actions to move data between systems •Lots of Paper for doc storage After •Eliminated 3 legacy systems to move onto 1 integrated system for HCM/Payroll/FIN/SCM/EPM • More flexibility & Self-service in Benefits •Streamlined business processes by moving manual excel-based processes into system and adding proper controls, eliminated paper •Payroll to GL integration with dynamic Costing •Cleaned up and standardized Supplier Master and Item Master •Automated legacy business processes via integrations Enhanced Capability Operational Efficiency End-User Focus Improved Skillset Re-engineer Process Before •Sage for Financials, manual Excel for Procurement, Projects, Budgeting •Outgrown Chart of Accounts After •Modernized ERP System, ability to grow/scale •Improved and standardized approval workflows across all areas •Self-Service Requisitioning and Purchasing •Increased reporting visibility from actuals and budget perspective for Department and Location managers --> more strategic decision-making •Substantially decreased time to reconcile bank statements and have clear picture of cash positions •Governance and Controls around Award and Grants Management Enhanced Capability Operational Efficiency End-User Focus Improved Skillset Re-engineer Process
  • 12. LEADING PRACTICES IN MULTI- PILLAR IMPLEMENTATIONS
  • 13. Oracle’s Unified Cloud Applications Suite Social Analytics, AI, IoT, Blockchain Process Security Mobile Built-In Standardization Modern Best Practice
  • 15. MANAGE project delivery with Value-driven Project Management Services: >Initiation to Closure >Robust planning and monitoring >Aligned with PMI >Adaptable to client standards >Modern tools and methods the vision with Effective Digital Transformation Services: >Business Process focused >Iterative development >Rapid time to value >Ongoing knowledge transfer >Accelerators and IP >Enterprise Services and Platform Upgrades >Flexible for Cloud, On-Premise or Hybrid deployment the solution with Efficient Enterprise Services: >Managed Services >Support Services >Staff Augmentation >Hosting >CoE Design/Operation the future change with Strategic Advisory Services: >Roadmaps & Assessments >Process Analysis & Design >Requirements Analysis >Software Selection >Organizational Change Management >Enterprise Architecture >Strategy & Governance Continuous Improvement IMPLEMENT ENVISION OPERATE THE ALITHYA METHODOLOGY Combining our experience with the Oracle Unified Method 15
  • 16. Alithya Multi-Pillar Cloud Methodology Knowledge transfer is embedded throughout the project, enabling smooth hand-off. FUNCTIONAL/ CONFIGURATION • Global Design • Signature Future State Process Flows • Final Configuration Workbook • Configuration (Production) CHANGE MANAGEMENT • Adoption Strategy • Communication Plan • Training Plan DATA INTEGRATION • Integration Architecture Strategy • Integration Technical Designs • Integrations (Production) TESTING • Test Strategy • Test Plan • Test Scenarios DATA CONVERSION • Data Migration Strategy • Data Migration Workbooks • Migrated Data (Production) • Project Artifacts • Work Plan • Governance Model With RAID Log • Deliverables Acceptance Framework • Status Reports • Environment Management Plan • Ongoing Operational Support Strategy • Detailed Cutover Plan PROJECT MANAGEMENT
  • 17. INTEGRATION APPROACH •Identify the sub modules / solution area (E.g. of Core HR, Payroll, Absence, Purchasing, Payables etc.) •Identify the vendor point of contact/Liaison Workstream / Lead Identification •Proper classification of Inbound/Outbound •Documentation into the Smartsheet/Plan and identified phase of delivery •Factorization of RICE items (common components) •Assign Functional Lead Rationalization •Review Vendor Specification •Review Vendor Sample contains valid data •Formulate Functional Approach •Document Test Scenarios •Identify connectivity needs Functional Design Document •Review design with Client SME •Vendor Review (If needed) •Obtain Sign-off by Vendor/Client Design document review and Sign-off by Client •Documentation •Design/Approach Review •Coding/Interface Development •Unit Testing •Code Review •Code Migration Technical Design and Development
  • 18. We employ a leading practices approach to data migration • Requirements, scope, volumes, • Architecture, Principles, SaaS capabilities Flows, Tools, Security, Framework • Roadmap, Governance, Development Process, … • Detailed design, field mapping, crosswalks • ERP capabilities/tools to entities • Transformation logic and crosswalks/DVMs • Extraction code • FBDI/HDL/PBL generation • Reconciliation • Framework plugin • Multiple iterative test cycles that feed into playback cycles • Cleanse • Extract • Transform • Validate • Transact (test) • Sign-off • Pre-cutover dress rehearsals • Pre-cutover conversions • Deltas pre-cutover to cutover • Cutover and go live Strategy Design Playback Go Live CONVERSION APPROACH
  • 19. Operational Reporting “Operate the Business” Alert & Analyze Strategic Analytics “Transform the Business” Explore & Change Performance Management “Manage the Business” Define & Measure 19 Where are we going? Will we meet our goals? What was the final outcome? Did we meet our goals? Why did it occur? What if we did things differently? When did an event occur? Is some action required? Which action should I take? Can I see the impact? How can we change our business? What would be the benefit? Integrated Business Analytics answers questions that drive business performance. OAC OTBI EPM ERP/HCM FAW KSCOPE KODE: ALITHYACLOUD21 REPORTING APPROACH: LINKING INSIGHT TO ACTION
  • 20. LEADING PRACTICES: WHAT TO DO WHERE IN MULTI-PILLAR REPORTING 20 PCMCS EPBCS FCCS PCMCS EPRCS OAC Essbase ADW FAW Oracle Transactional BI* (OTBI) Oracle EPM Cloud Oracle Cloud Transactional Apps Oracle Cloud Analytics & Database ERP* TRCS Oracle EPM Cloud CX* SCM* HCM* EPRCS
  • 21. LEADING PRACTICE – PUTTING MASTER DATA FIRST Reporting Pyramid: defining scope of CoA within broader context Strategy Management Execution • Strategic P&L • Treasury/Risk Rptg • Management Rptg • External Rptg • Operational Rptg • Local/Stat Rptg Perspective Chart of Accounts Reporting Local CoA Global CoA EPM CoA Integrated Analytics Local Ops Systems Local ERP(s) Corporate ERP Sales & Ops Planning Consolidation & Close Financial Strategy Financial Planning/Fcstg Global Ops Systems Operational Strategy LOB Planning Planning Points Consolidation Points Financial Data Governance Insights • Scorecards & KPIs • Predictive Analytics • Decision Support • Profitability Analytics Analytical Financial Operational
  • 22. ENABLING APPS EDMCS > Run The Business > Routine Dimension Management > Hierarchy Comparison and Alignment > Automate Application Logic > Transform the Business > COA Redesigns > M&A Activities, What If Scenarios, Reorganizations > Test Impact of Reorganizations, Acquisitions & Divestitures through What-If Modelling > Ground to Cloud Conversions > Govern the Business > Master Data Request, Collaboration, and Enrichment > Policy-based Approval Workflow Engine > Approval workflows and separation of duties > Granular audit trail
  • 23. > Four major steps spanning Advisory to Implementation > Each step builds off the prior > Alithya can jump in at any point and play a variety of roles COA ADVISORY & IMPLEMENTATION SERVICES Alithya’s Stepped Approach with Accelerators Reporting Strategy CoA Implementation Data Conversion 1) Define vision for Reporting and how to achieve it 2) Define future data model to support Reporting Strategy 3) Create full data model for analysis and consumption 4) Facilitate ongoing data conversion with governance Strategy Framework Dimensionality and Granularity Framework Pre-Defined Data Governance Workflows Future CoA Reporting Visualizations Repeatable Conversion Process Enterprise Data Management (EDM) Configuration Accelerators and Tools CoA Design
  • 24. Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Month 13 Month 14 Month 15 Month 16 COA Advisory HCM - Non-Payroll HCM - Payroll Planning & Analysis Financial Close & Consolidation FIN & SCM COA Definition GL Balance Map EPM Retrofit EPM Retrofit Analytics Reptorting Strategy Health Care DSS HCM - Non-Payroll HCM - Non-Payroll HCM - Non-Payroll EPM - Add'l Module EPM - Add'l Module Conversions/Integrations EXAMPLE TIMELINE
  • 25. TAKE THE NEXT STEP VISIT OUR WEBSITE Contact our team with interest about these or other potential challenges so we can provide you with more information! infosolutions@alithya.com Download Your Copy
  • 26. > Vendor Presentation: Leading Practices in Multi-Pillar Oracle Cloud Implementations > How Do I Love Cash Flow? Let Me Count the Ways…(11427) > What Did I Miss? Addressing Non-Traditional Reconciliations in AR and Data Integration Design (11513) > Workforce Plus: Tips and Tricks to Give Workforce an Extra Kick! (11415) > Why and How to Implement Operation Transfer Pricing (OTP) with Oracle EPM Cloud (111111) > Integrated Business Processes: A Better Way to Align FP&A Forecast and Management Reporting (11385) > Viasat Launches to the Cloud with Oracle Enterprise Data Management (11486) > ❤️ Matchmaker, Make Me a Match: Can AR Intercompany Matchmaking Tools Be a Perfect Match for You? (11174) > How WillScot-Mobile Mini Utilized Enterprise Data Management for Business Transformation (11489) > See Why This Government Contractor Loves PCM: Live Session with General Dynamics (11395) > How to Allocate Your Close Time More Effectively (11533) > How to Deploy & Integrate Oracle EPM Cloud Profitability and Cost Management (PCM) as an Allocations Sub-Ledger (11109) Don't Miss Our 12 Sessions at Kscope21! Alithya is a platinum sponsor of Kscope21 > Mike Killeen & Zubin Shah, Alithya 6/22/21 | 1:40 - 2:20 PM > Geordan Drummond, Alithya 6/22/21 | 12:40 - 1:40 PM > Seema Shah; Nick Boronski, Oracle, & Lee Divers, State Street 6/23/21 | 12:40 - 1:40 PM > Ryan Ward & Sara Beth Good, Alithya 6/23/21 | 2:20 - 3:20 PM > Andrew Laferla, Alithya & William Harned, MUFG Union Bank 6/24/21 | 11 AM - 12 PM > Alecs Mlynarzek & Vatsal Gaonkar, Alithya 6/24/21 | 2:20 - 3:20 PM > Kevin Black, Alithya & Robert Kursten, Viasat 6/25/21 | 12:40 - 1:40 PM > Geordan Drummond; Nick Boronski & Tim Gaumont, Oracle 6/28/21 | 4 - 5 PM > Kevin Black; Matthew Jacobsen, WillScot Mobile Mini 6/29/21 | 4 - 5 PM > Alecs Mlynarzek, Alithya & Caroline Dill, General Dynamics IT 6/30/21 | 11 AM – 12 PM > Alecs Mlynarzek & Geordan Drummond, Alithya 6/30/21 | 12:40 - 1:40 PM > Andrew Laferla, Alithya 6/30/21 | 2:20 - 3:20 PM
  • 28. PROPOSED MULTI-PILLAR WORKSTREAM DELIVERY 32 Business Power Users Information Consumers IT Data Integration Functional Admins IT Reporting Technical Administrator Functional Business Leads IS App Dev Mgmt IT Infra & Ops Mgmt Change Management Project Management Alithya Client Account Management Solution Architecture Training Financial EPM Delivery Strategic EPM Delivery Internal Stakeholders & SMEs ERP Financials Delivery HCM Payroll Delivery SCM Delivery Non-Payroll HCM Delivery Shared Services Reporting & Analytics Security & Infrastructure Master Data & COA Integration & Automation Executive Sponsor > Potential Future Project Team Structure New Project Roles Project Management Advisory & Change Mgmt
  • 29. COA APPROACH ERP - Financials GL Journals Essbase EPM - Planning Cloud Data Mgmt Essbase EPM - EDMCS Legacy ERP Legacy ERP Legacy ERP Preview Financial Statements New Financial Statements EDM Repository New COA Updates Legacy Financial Statements Hierarchy Maintenance Hierarchy Alignment & Rationalization Approval Workflows Mapping Execution Preview Reporting Iterative Approach Preview COA Initial New COA Comparison Reports App Admins COA Team Finance Legacy Chart Old COA to New COA Map Iterative Development and Testing COA COA Maps GL Balances Publish
  • 30. REPORTING CAPABILITIES ENABLED BY ORACLE CLOUD 37 Mapping Applications to Business Process Technology Cloud EPM Applications Cloud ERP Applications Cloud Platform Product EPBCS FCCS TRCS PCMCS EPRCS ERP OTBI OAC/FAW Performance Reporting    External Reporting    Tax Reporting  Profitability Analytics   Narrative Reporting  Operational Reporting    Operational Analytics   Strategic Analytics   
  • 31. TECHNOLOGY - ORACLE REPORTING TOOLS 38 Shared Tools Map to User Roles By Oracle Cloud Module Product/Tool Description & Capabilities Smart View for Office • A Microsoft Office Add-in • Quickly perform LIVE, ad hoc queries with multi-dimensional analysis, pivoting and drill down • Analyze data within a familiar spreadsheet interface Financial Report Studio • Produce professional quality financial statements • View results with live drilldowns to source transactions. • Distribute to authorized users efficient. BI Publisher • Quickly modify pre-defined, high volume operational reports without IT assistance. • Author, manage and deliver a range of highly formatted documents in familiar desktop tools like MS WORD and Adobe PDF. Dashboards • Provide a visual display of the most critical and meaningful information that an individual or role requires to perform their function effectively. • Interactive, allowing the user to select prompts, change views and drill down to details. Data Visualizer • Present abstract information in graphical form. • Allows users to spot patterns, trends, and correlations that otherwise might go unnoticed in traditional reports, tables, or spreadsheets. • Simplified use of Augmented Analytics and Machine Learning capabilities Narrative Reporting • Streamline the report document production process with collaborative workflow, approvals, commentary, and analysis, while linking to multiple data sources.
  • 32. WHAT ORACLE TOOLS ARE AVAILABLE? 39 Tools are Optimized Based on Technology & Data Source Category Software/Data Source System Reports Smart View for MS Office Financial Report Studio BI Publisher Dashboards Data Visualizer Narrative Reporting Software- as-a-Service (SaaS) Oracle EPM Cloud    Limited EPRCS Module Oracle ERP Cloud / OTBI      Platform-as- a-Service (PaaS) Oracle Analytic Cloud (OAC)    Data Source Essbase      Relational    Big Data OAC Only  Application     