Edgewater Ranzal is an Oracle Platinum Partner that provides business analytics solutions using Oracle technologies like Hyperion EPM, BI, and big data. They have expertise in financial close and consolidation, business intelligence, enterprise planning and analytics, and other areas. They have offices in North America and Europe and help clients across industries with their business needs.

1. Business Analytics Solutions Provider Using
Oracle EPM and BI Technologies
NASDAQ: EDGW
Full Services Oracle Platinum Partner
Offering premier services in
North America and Europe

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Edgewater Ranzal is a full-service Oracle Platinum
Consulting Partner with premier services
in North America and regional offices in the United
Kingdom
We deliver Business Analytics solutions that
include Oracle Hyperion Enterprise Performance
Management (EPM), Business Intelligence (BI) and Big Data technology
Our multiproduct focus offers domain expertise and technical leadership using the
Oracle Business Analytics Product Suite
We have industry expertise and specializations to help us deliver end-to-end solutions
for each client’s business needs
Who We Are

3. 3
Our Services
Financial Close &
Consolidations
Business
Intelligence/Big Data
Enterprise
Planning &
Analytics
Data Integration
Services
Training &
Support Services
Advisory ServicesInfrastructure
Costing &
Profitability
Mgmt
Business Intelligence/Big Data
• Scorecards & Dashboards; Mobile Delivery
• Prepackaged Analytic Applications (OBIA)
• BI Foundation (OBIEE / Essbase)
• Financial & Operational Analytics
• Reporting & Publishing
• Big Data
• Information Discovery (Endeca)
• Business Intelligence Cloud Service (BICS)
Financial Close & Consolidations
• Legal, Segment, & Mgmt Reporting
• Financial Performance & Close
• Optimization & Performance Lab
• Tax Provisioning
• Regulatory Requirements
Data Integration Services
• ERP Integration
• Financial Data Management
• Data Warehousing
• MDM & DRM
• ETL Services and Automation
Infrastructure
• Hardware Sizing, Installation, & Configuration
• Exalytics Benchmarking
• System Monitoring, Backup, & Disaster Recovery
• Upgrade & Migrations
Advisory Services
• Project/Program Management &
Process Change
• EPM & BI Road Maps
Training & Support Services
• Standard & Custom Training
• Virtual Classroom
• Multimedia and UPK
• Service Level Agreements
• Managed Services & Hosting
• Performance Engineering
Enterprise Planning & Analytics
• Strategic Planning (HSF) &
Modeling
• Planning, Budgeting & Forecasting
• Workforce, Capital, & Project
Financial Planning
• Public Sector Planning
• Cloud Services
Costing & Profitability Management
• HPCM Standard & Detail Models
• Waterfall Allocations
• Shared Service Charges
• Activity Based Costing
• Customer, Product, Segment &
LOB Profitability

4. 4
Recent Company Highlights
4
Acquired M2 Dynamics, an Oracle Platinum Partner, to Expand
Business Analytics Solutions consultancy services in the West
Coast and southern regions of the United States
Ranks fifth for 2nd year in a row among Florida’s Top 50 Women-
Led Businesses
Acquired Branchbird, an Oracle Gold Partner, to Expand Big
Data/Data Discovery Solutions to Complement EPM/BI Suite
Offerings
Released Ranzal Healthcare Analytics
Achieved Oracle Validated Integration with Oracle Healthcare
Analytics

5. Today’s Session
What is your Cloud strategy?
Approaches to Extending your Oracle Technology Investment
Randy Schmitz; Practice Director, Cloud

6. 6
Agenda
• Background
• Cloud Implementation Approaches
 Individual Cloud Services
 Hybrid
 Cloud to Cloud
• Integration Options
 Data Export
 Data Manager
 EPMAutomate
 REST API
• Cloud Implementation and Integration Options
 Hybrid
 Cloud to Cloud
• Future
 EPBCS
 EssCS
 FCCS / FDMEE

7. Background
7
• Brave New World
• New Cloud Offerings
• New Products & Features – Some Cloud Only
• New Integration Approaches
• Increasing acceptance of financials in the Cloud
• Challenges
• Existing On Premise EPM / BI Investments
• Capitalize on Cloud benefits without sacrificing existing Investment
• Alignment with Strategic Objectives of the Organization
• Possibilities
• Endless Permutations of Hybrid Implementation & Integration approaches
• Solution
• Create Implementation & Integration Patterns to ensure success
• Move towards the ideal future state

8. 8
Oracle EPM/BI Cloud Services Today
PBCS
Core Planning
Planning and Budgeting
Cloud Service
EPRCS
Management
and
Narrative Reporting
Enterprise Performance
Reporting Cloud Service
BICS
Interactive Reporting
and
Dashboards
Business Intelligence
Cloud Service

9. Implementation Approaches
PBCS Capabilities
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• 2 Environments
• Pre-Production and Production
• Plan Types
• Up to 7 total plan types
• 3 Block Storage (BSO) plan types
• 3 corresponding Aggregate Storage (ASO) plan types
• 1 consolidating ASO plan type
• Dimensions
• Standard plus up to 13 Custom Dimensions
• Forms
• Standard or Simplified Interface
• Calculations
• Calc Manager

10. 10
Implementation Approaches
Cloud Stand Alone
• Cloud Service and On-Premise Enterprise Performance Management (EPM)
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
Source
Systems
Flat Files
Consume on PC, Tablet,
or Phone

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Implementation Approaches
Cloud to Cloud
• Combination of Cloud Services
PBCS
Core Planning
Planning and Budgeting
Cloud Service
BICS
Interactive
Reporting and
Dashboards
Business
Intelligence
Cloud Service
Source
Systems
Flat Files
Consume on PC, Tablet,
or Phone

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Implementation Approaches
Hybrid
• Cloud Service and On-Premise Enterprise Performance Management (EPM)
Essbase
Close
Suite
OBIEE
Strategic
Finance
PBCS
Core Planning
Planning and Budgeting
Cloud Service
BICS
Interactive
Reporting and
Dashboards
Business
Intelligence Cloud
Service
Source
Systems
Flat Files
Consume on PC, Tablet,
or Phone
Costing

13. Integration Options
13
• Data Management
• Version of Financial Data Quality Management Enterprise Edition (FDMEE) provided in
PBCS
• Majority of the FDMEE features are provided except for scripting and the on premise
based direct integration adapters

14. Integration Options
14
• Data Export
• Calc Manager Function that allows the exporting of data
• Use EPMAutomate to automate
• Sample Use Case
• Delete the old file
• Runs Data Export Business Rule to accomplish data export
• Copy the file off of PBCS and to a local location
• Push the file to any other needed location

15. Integration Options
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• EPMAutomate
• Enables Administrators to remotely perform tasks within service instances
• Import and export data and metadata
• Refresh the application
• Run business rules on data
• Copy data from one database to another; typically, from a block storage database to an aggregate storage
database or from a block storage database to another block storage database
• Upload files into service instance
• Upload file into the Planning inbox/outbox
• Upload file into Data Management folders and initiate import process by running data load rule
• Run a Data Management batch rule and get the output log file
• Download files from the Planning inbox/outbox and from Data Management folders
• Export and import application and artifact snapshots using Application Management
• List and Delete files in the inbox/outbox

16. Integration Options
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• Representational State Transfer Application (REST) API
• Provides basis for EPMAutomate
• Requirements
• Working knowledge of Java, cURL, or Groovy
• Working knowledge of REST concepts
• Most of the REST API functionality is contained within the EPM automate utility
• Why use REST?
• Can’t / Don’t want to install EPMAutomate utility
• Leverage PBCS data in a business processes
• Custom Cloud and On Premise Integration Development

17. 17
Implementation & Integration Options
Hybrid
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
• Cloud Service and On-Premise Enterprise Performance Management
(EPM)
Essbase
HFM
Data Management
EPMAutomate
REST
Data Export
Planning
Modules
HSF
OBIEE

18. 18
Implementation & Integration Options
Cloud to Cloud
PBCS
Core Planning
Planning and
Budgeting Cloud
Service
• Combination of Cloud Services
Data Management
EPMAutomate
REST
Data Export
BICS
Interactive
Reporting and
Dashboards
Business
Intelligence Cloud
Service

19. 19
Future of Oracle EPM / BI Cloud
Additional Services
• The Future of Oracle EPM / BI Cloud Services…

20. Future of Oracle EPM / BI Cloud
Enterprise PBCS
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• EPBCS
• Integrated Driver-based Financial Statement Planning
• Configurable Framework for Revenue / Gross Margin Planning
• Pre-built integrations to Workforce and Capital processes
• Balance Sheet fully integrated with Income Statement and configurable by Industry
• Direct and Indirect Cash Flow
• Strategic and Operational Workforce Planning
• Think linking Future Supply with Future Demand
• Simplified / “FUSE UI”
• Mobile Friendly
• Modern look and feel

21. Future of Oracle EPM / BI Cloud
Essbase Cloud Service
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• EssCS
• Hybrid Model is standard
• BSO at Level 0 – ASO everywhere else
• Power of BSO Calculations combined with ASO Dynamic Aggregations
• Master Data Integration via Excel
• No EAS
• Auditing
• View changes made in Application Structure
• Mobile, mobile, mobile
• Application Administration via Mobile
• Thoughts
• Easy for Power Users to create Essbase Databases

22. Future of Oracle EPM / BI Cloud
Financial Close Cloud Service
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• FCCS
• Core Legal Entity and Management Consolidation Functionality
• Standard Intercompany Eliminations, Currency Translations, and FX Adjustment
Calculations
• Out of box calculations, hierarchies, and reports
• Close Process Management
• FDMEE
• Expanded Sources and Targets
• Cloud to Cloud Integrations
• Was due with On Premise FDMEE 11.1.2.4.100, however
• Now looks like it will available in 11.1.2.4.200

23. Hybrid Implementation Support
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Source: CON9532 Thursday, October 29 2015 12:00-12:45 Moscone West – 3020
Mike Casey Director EPM Product Management Oracle
----------------- 11.1.2.4.200

24. Questions
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Contact Information
Edgewater Ranzal
108 Corporate Park Drive, Suite 105
White Plains, NY 10604
Tel (914) 253-6600
Email: info@ranzal.com
rschmitz@ranzal.com
45 Beech Street, Suite 109
London EC2Y 8AD
United Kingdom
Tel +44 (0) 2033 717 174
150 North Michigan Ave.
Suite 2800
Chicago, IL 60601
Tel (312) 624-7738
200 Harvard Mill Square
Suite 210
Wakefield, MA 01880
Tel (781) 246-3343