2017 HOUG Fall Edgewater Ranzal Bill of IT - Sched HOUG Fall Edgewater...FDMEE or Data Mgmt. 18 * An...

The Bill for IT: IT Service Costing, Showback & Chargebacks

with Profitability & Cost Management Cloud Service (PCMCS)

Bart Stoehr – Edgewater Ranzal

Getting to the Answers for Improved Business Performance

Focuse

d O

racle

Pla

tinu

m C

loud

Part

ner

Oracle Cloud Solution Provider – EPM, BI and BD Technologies

Business Analytics Solutions Provider: EPM, BI, and BD Technologies

Session Agenda

• Introduction to Oracle ITFM

• Why is ITFM Important?

• ITFM Solution Components

• Your ITFM Project Ignited

• Q&A

2


Leading IP Program @Edgewater Ranzal

Bart Stoehr• Intellectual Property (IP) Program Director

• Responsible for marketing, sales & delivery enablement of

methodologies, domain starter kits & accelerators

• 28+ years EPM & BI experience with Oracle & others

• 1 Year – Launch Edgewater Ranzal IP Program

• 5 Years – Oracle HPCM/PCMCS Product Development

• 5 Years – Oracle CPM & BI Product Development

• 13 Years – Oracle Financial Services EPM Product

Development

• 5 Years – Financial Services Practitioner

• Expertise Across Multiple Domains

• Deep Financial Services Expertise

• Multi-Product EPM & BI Solutions

3

How about You?• Football Fans?

• Job Roles & ITFM Experience?

• FP&A

• IT Finance

• IT Operations

• Size of IT Spend?

• Why this session?

• Pain Points

• Educational


1,000+ Oracle/Hyperion Customers 2,000+ Oracle/Hyperion Projects

Proven Project Methodology and Implementation Approach

Planning Suite

Fin CloseSuite HPCM

BI Suite Big DataEngineered Systems

Integration

Workflow

Master Data

On-PremiseCloud (SaaS/PaaS/IaaS)

Edgewater Ranzal is a global full-service Oracle Platinum Consulting Partner providing premier services across the entire EPM / BI / Big Data platforms

Since 1996

Healthcare

Financial Services/Insurance

Retail

CPG / MFG

High Tech

Oil & Gas

Entertainment

PlanningCloud

Fin CloseCloud Profitability

Cloud

4

Edgewater Ranzal Overview20+ Years of Integrated Business Analytics

AdvisoryServices

ImplementationServices

Technical Services

Hosting &Support

Big Data Cloud

BI CloudCloud

Infrastructure

TrainingServices

Operational

ERP

IntellectualProperty


Edgewater Ranzal History with Profitability & Cost Management Solutions

5


Our Partner: Thavron Solutions ITFM and Service Portfolio Management Experts

6

Thavron Solutions is a consulting firm that specializes in ITFM transformation that helps bridge the gap between IT and the Business.

We have decades of practitioner experience in helping fortune 500 companies as well as mid-size corporations in their effort to improve IT value and business alignment.

Successful Implementation

Maturity and

Readiness

Report and Dashboard Design

Business Service Definition

We help client engagement teams use leading practices in order to ensure a successful engagement, and future growth.

http://thavron.com/


The Dual Role of the CIO

Spend: IT to Sustain“Run the Business”

Invest: IT as Strategic “Grow & Transform the Business”

7

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 8Business Analytics Solutions Provider: EPM, BI, and BD Technologies

IT Chargebacks & Bill of IT

Data Management & Automation

IT Planning & Analysis

Transparency to IT Service Charges

Align IT Projects with Strategic Priorities

IT Spend Analysis: Run vs. Grow vs. Transform

ITFM helps IT build credibility with the Business

Align IT to Run and Grow the BusinessOracle IT Financial Management (ITFM)

8

Slide courtesy of Oracle


Session Agenda





• Q&A

9


C-Suite Perspective: Connecting the Value of IT to the Business

CFOCIO

$ $ $ $ $ $$

10

“With the business units in control of the IT budget… the CIO should expect to hear an increasingly common question from the business to IT: ’For the check I wrote you, what value did we achieve?’” – CIO.com, Modernizing IT: How to thrive as a CIO ‘value broker’

https://www.cio.com/article/3227068/leadership-management/modernizing-it-how-to-thrive-as-a-cio-value-broker.html


Information Technology Financial Management (ITFM) focuses on these business processes:IT Planning – budgeting & forecasting of IT Operating & Capital Spend

IT Costing – linking supply side financial cost structures with demand side consumption for services & projects

IT Chargebacks – equitably charging lines of business for internal services & projects performed (or Showback)

IT Finance Organizations typically manage these processes through a series of multiple systems and offline spreadsheets. This creates pain via the efficiency (e.g. the time it takes) of the process, and the effectiveness (e.g. what is produced) of the results.

To improve efficiency and effectiveness, ITFM Solutions are needed. With an ITFM solution, customers are able to:

Reduce the time that IT Finance spends on managing the business processes, providing more time for value added analytical activities

Provide IT Managers with more detailed, timely, accurate data to better understand the cost & effectiveness of the services & projects they are delivering.

Provide Line-of-Business managers with cost transparency into IT allocations & chargebacks, which allows them to better align their consumption of services with their business goals

IT Financial Management (ITFM)The Language of Value

11


“You Should Run IT Like a Business…”

12

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Wherever they sit in the

organization, the CIO is

responsible for keeping IT

functional and cost effective.

13

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The Benefits Bubble Through the Organization

Cost Transparency

R2GT

M&A

App Rat

Cloud

WhatIf Model

14

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CIO Explains the business investments in IT and value delivered.

VP Infrastructure Explains how infrastructure is used to support Apps or Business Services … wants to explore “what if” modeling to make technology decisions.

VP Applications Needs to understand Application TCO for App Rationalization/Cost Optimization including App unit cost trends.

.

IT Finance ManagerNeeds to have Cost Transparency internal to IT … able to have consumption based models for Business Show Back /Charge Back.

.

15

Who Cares Most?

http://thavron.com/


What’s the Bottom Line?

• For organizations who have not yet started the journey, doing so can drive

bottom line financial impact and operational improvement (~10%).

• For those who already have a base model, pushing towards maturity can

increase impact by as much as 2x.

• Provides a Service Model to change the internal IT culture and

discussion as well as External (with the business).

• Value Aligned for best Bottom Line impact- allows the CIO to bring value

to the table.

16

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Session Agenda





• Q&A

17


IT Demand PlanRun/Build (Project)

IT Costing & Chargebacks

Oracle IT Financial Management (ITFM) Solution *

IT Supply PlanLabor/Equip (Resource)

Service Catalogue(Run)

Project Portfolio Mgmt (Build)

IT Management IT FinanceLine of BusinessManagement

Operational Systems

Line of BusinessChargeback Reports

IT Performance Management Reports

Shared Master Data & Governance

General Ledger

SubLedgersAP, FA, PR, PO

Financial Systems

Cost Centers & AccountsConsumers & Services Projects & Resources

Oracle IT Financial Management Solution ArchitectureEnterprise Planning + Profitability & Cost Management Cloud

Configuration DB(Resources)

Projects

Oracle ERP

Oracle Projects

Oracle PPM

DRM or

EDMCS

EPBCS

PCMCS +

ITFM Templates

FDMEE or

Data Mgmt

FDMEE or

Data Mgmt

18

* An Enterprise class EPM/CPM system pre-configured and fine-tuned to handle the IT-specific logic needed to provide accurate information about IT-related projects and services and resource consumption.


• IT Target Setting

• BAU Targets Aligned with Revenue

• Initiatives Linked to Strategic Planning

• IT Resource Planning

• Employees & Contractors

• Equipment & Software

• Integrates with HR & Fixed Assets Systems

• IT Project Financial Planning & Forecasting

• Budgeting & ROI for new Programs & Projects

• Forecasting for Indirect & Capital Projects

• Integrates with PPM solutions

• Monitoring & Analysis

• Self-Service Reports & Ad Hoc Analysis

• Provide transparency between the CIO & CFO

Spotlight on IT Planning & ForecastingImprove Forecast Accuracy & Control

IT TargetSetting

IT Resource Plan

& Forecast

IT Project Plan & Forecast

Monitoring &

Analysis

19


Enterprise Planning & Budgeting CloudThe Engine Behind IT Planning & Forecasting

Planning modules with best practice content for rapid deployment & auto-upgrade

Configuration Wizards for Functional administration

Easy-to-use Mobile, Web & Office User Interfaces WORKFORCE PROJECTSFINANCIALS CAPEX

20


Spotlight on IT Service Costing & ChargebacksModeling IT Like a Service Business

• Combine Data from Multiple Sources

• General Ledger/Financial Planning

• Projects Ledger/Project Planning

• Optional - Time Entry Hours By Project

• Optional - Vendor Detail from AP & GL

• Perform Cost Center Allocations

• Corporate Overhead & Services to IT

• IT Overhead Allocations

• Intra-IT Allocations/Tech Services

• Perform Project Allocations

• Investment Class (Run/Build) Split

• Project OH Burdening

• Capitalized Labor to Projects

• Combine Data from Multiple Sources

• Labor Financials from Payroll or WFP

• Asset Financials from Fixed Assets

• Operational IT Resource Tracking Data

• Service/Application Consumption Metrics

• Perform Resource Costing

• Labor Costing By Class/Skill/Person

• Asset Costing by Class/Type/Equipment

• Perform Service Costing

• Flexible phasing of costs from Cost

Center, Project or Resource

• Calculate Unit Cost Per Service

• Service Catalogue & Bill Rates

• Contribution Cost Trace

• Consumer Showbacks

• Consumer Allocations

• Cost Per Supported User

• Consumer Chargebacks

• Intra/Inter Company Charges

• Cost Recovery Variances

Model Financials & Projects Complete Costing of IT Operations IT as a Business Service Provider

21


Oracle Profitability & Cost Management CloudThe Engine Behind IT Service Costing & Chargebacks

Published Reports & Interactive Analytics

Model DevelopmentMaster Data & Data

Integration Management

Profitability & Cost Management

Cloud Service

(PCMCS)

Financial Reports, Smart

View, Embedded

Visualizations

Model Execution

✓ No Large Initial Investment

✓ Accessible✓ Always up to date

Allocation

Engine

Embedded Intelligence

Mobile

Rule Transparency

IntegrationsDashboards &

Work Areas

22


• Pre-Built Data Model

• 14 Base Dimensions

• 24 Attribute Dimensions

• Pre-Populated Content

• IT Chart of Account Definition (150+)

• Service Catalogue (50+)

• 40+ Drivers

• Pre-Built Model & Reporting Content

• 15+ Ratios/Metrics

• Time Series & Variance Calculations

• Starter Set of 40 Allocation Rules

• 15+ Smart View & Fin Reports

• 30+ Pre-Built Model Views for Analysis

• Pre-Built Interface Specifications

• 20+ Native File Formats managed by Source

• Ranzal Accelerators WIP for Data Management Mapping & Automation

PCM IT Costing & Chargeback (ITCC) TemplatePre-Packaged Content for Profitability Cloud

23


Program Agenda





• Q&A

24


Your ITFM Project Ignited

• Document your Business Cases

• Identify the Services to be modeled

• Preliminary Design

• Identify and define the data you will need

• Get extracts from the potential data sources and measure for data

maturity/fit

• Revise your design and initial socialization

• Build the model and validate

• Socialize and Operationalize

25

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IT Transformation: Maturity-Value Curve

IT CostManagement

InternalTransparency

ExternalTransparency

DemandManagement

PortfolioOptimization

Val

ue

Maturity

oImprove data quality at the sourceoLeverage assumptive

data to fill in gapsoDetermine TCO of

technology silosoCompare costs to

industry peersoImprove vendor

management

oImprove data quality and completenessoDetermine TCO of IT

Business Capabilities and ProcessesoAnalyze utilization rates

to identify consolidation opportunitiesoLeverage cost

benchmarks to reduce capability costsoBegin to balance cost

with quality

oImplement chargeback or show-back via Bill of IT

oCommunicate cost, quality and value trade-offs (levers)

oWork with business leaders to determine most cost-effective Business Capability and Application Portfolio

oJustify or delay investments based on utilization and expected ROI of IT services

oModel demand for products and capabilities based on forecast business change or as a reaction to changes

oIntegrate accurate IT costing into business and product portfolio planning cycles

oCost-effectively source IT (internally or externally) based on real-time business demand

oMeasure and optimize investments as a strategic partner with the business in Run the Business (RtB), Grow the Business (GtB) and Transform the Business (TtB) initiatives

oRestructure IT Capability portfolio to maximize business value based on changing business needs

Value to IT (innovation)

Business Value (growth)

26

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Account x Entity

Account x Entity x Project



x Vendor


x Vendor

Service

Resource (Cat) x Service

Resource (Detail) x Service

Consumer

Consumer

Consumer

Consumer

Consumer

ITFM Flexible Maturity ModelPhased Implementations Maximize Time-to-Value

*Custom1 can also be included in any Financial View

*

Per PCM Point-of-View: Period, Fiscal Year, Scenario, Currency

27

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maturity/fit




28

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PCMCS IT Costing & Chargebacks TemplatePre-built Application & Service Catalogue

29

• Services are

attached with default

drivers for allocation

rules & reporting

• Application or

Service View can be

modified to

Application By

Service utilizing

Resource Dimension

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maturity/fit




30

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PCMCS IT Costing & Chargebacks TemplatePre-built Dimensional Model

31

• Time: MTD, QTD, YTD, ITD

• Scenario: Pre-built variance calculations

• Currency: For Local, Reporting &

Constant Currency Analysis

• System Dimensions: Enables

Transparency

• Data Source: Recon & adjustments

between GL & Project/Vendor/Resource in

Sub-Ledgers

• Account & Service: Prepopulated with

content & calculations

• Optional Dimensions: Allow for phased

delivery and flexibility to adapt

http://thavron.com/


PCMCS IT Costing & Chargebacks TemplateData Source Dimension for Transparency & Adjustments

32

PCMCS

Allocations & Calculations

Fin

Plan

GL

Balances

Project

Fin

Plan

Wrkfrc

Plan

Capital

Plan

PPM Time EntryConfig

Mgmt DB

IT Stats

AP

HCM

Adj

Projects

Payroll

Fixed

Assets

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maturity/fit




33

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Assessment Philosophy

Design First, then Assess for Capability

• Design ideal model based on Stakeholder

input

• Pros:

– Stakeholder buy in /ownership

– Ideal solution from the start

• Cons:

– Data not capable of supporting model

– Project “hangs” or collapses

Assess first, Design to Capability

• Understand current data status, design model

to capability with specific maturity goals

• Pros:

– Design will succeed

– Rapid transparency to data “imperfections”

• Cons:

– Resistance to evolving/maturing model

34

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The Myth of Perfect Data

Myth:

You need perfectly clean and aligned data to get insight to service costing

Fact:

You need data that is “clean enough”to allow your model to function consistently to get insight to service costing

35

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Creating a Data Assessment Plan

• Measuring gaps to the template - Identifying issues early!

• Coordinate with Source System owners/SMEs

• Extracts in raw format for assessment

• Careful measurement of stability and completeness

• Calculation of maturity and readiness

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PCMCS IT Costing & Chargebacks TemplateData Management Approaches for Hybrid Deployments

37

• Native Load

• Formatted Text Document

• No Load Rule Required

• Loads are initiated in PCM GUI

• Data Management (e.g. FDMEE “Light” in the Cloud)

• Provides data mapping

• Provides scheduling

• Provides Drill

• Import/Export functionality

• Hybrid

• Utilizes on premise FDMEE 11.1.2.4+ to

integrate with the cloud

• Allows integration between GL and on cloud

applications*

• Provides Drill

• Import/Export functionality

PCMCS

PCMCS

PCMCS

http://thavron.com/








maturity/fit




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Typical Client Journey

Design/

Fit-Gap

Data Load & Modeling

Initial Reporting

Prioritize data gaps

Data clean up

Consumable Reports

Roadmap Items

You are Here

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PCMCS IT Costing & Chargebacks TemplatePrescriptive Starter Set of Allocation Rules

40

Finance Allocs* Corp Ovhd Allocs* IT Ovhd Allocs* Intra-IT Allocs

Project Allocs* Project OH Burdening* SOP-98 Opex to Capex* Run/Build Split

Resource Costing* Vendor/Resource Costing* Configuration Item Costing---People---Assets

Service Allocations* Sevice & Application Costing

Consumer Allocations* Service Charge to Consumer* IT LOB Allocation to Consumer* IT Project Allocation to Consuemr

Data Prep* Currency Conversion* Driver Prep

• Pre-configured rules have been

created that reference existing

meta data. Rules have been tagged

to unique Data Source dimension

members to aid in reporting.

• Rules are organized into rule sets

that may be enabled or disabled for

phased implementation work

needed

• Rules can vary by Point-of-View,

allowing for interesting price-

volume-mix and what-if analysis

capabilities

• PCM System dimensions (Rule,

Balance) track the flow of data

automatically which enables

transparency throughout the

process

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PCMCS IT Costing & Chargebacks Template15 Pre-Built Reports Enabled By Phase

41

Financial View IT Operations View Consumer View

CIO Key Metrics

Provides an overall view

of key financial and non-

financial IT Metrics for IT

Management.

Budget vs. Actuals (BvA)

for Service Owners

Plan vs. Actual Variance

Analysis of Total IT Run

Spend by IT Service

Owner

Run Spend By Service

and Org

Shows the Actual YTD

Run Spend by IT Cost

Center and Service

IT Plan Review

Provides a Comparison

of Run/Build &

Opex/Capex IT Spend

by Scenario. CPSU By Service

Shows a Plan vs Actual

vs Variance of

Annualized IT Allocated

Cost Per Supported User

by IT Service

Build Spend By Initiative

and Org

Shows the Actual YTD

Build Spend by IT

Project and Initiative.

Run vs. Build Summary

Monthly Run/Build Trend

benchmarked against

Firm Revenue. IT Intra-Tech Service

Shows the results of IT

Technical Service

Allocations.

CPSU by Consumer

Function

Shows the Annualized IT

Allocated Cost Per

Supported User By

Consumer Function

IT Build by Project

Category

Provides YoY

Comparison of Project

Spend by Build

Category. Monthly Vendor Spend

Shows the monthly trend

in spend by top vendors.

CPSU By Consumer

Geo

Shows the Annualized IT

Allocated Cost Per

Supported User By

Consumer Geography.

IT Headcount Review

Provides a comparison

of IT Headcount by

Scenario & Delivery Org.

IT Run by Resource

View

Shows the Trend in

Actual and Forecasted

total allocated cost and

CPSU by IT Resource

Category. Bill of IT

Per Consumer shows

Billed Charges and Cost

Per Service.

41

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Socializing the Design and the Roadmap

• Stakeholder involvement

• Review Use Case

• Review Target Design

• Share data gaps identified

• Get sign off

• Give homework if appropriate

42

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maturity/fit




43

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Conceptual ProjectTimeline/Services/Deliverables

44

Pre-Week 1

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7Post-

Week 7

Fit Gap

Design

Test: Client Lead

Working Model w/Reporting & Data Int Routines

Go-Live

Deliverables• Communication templates and

plans for model socialization• Report Validation• Business Service Map vs Existing• CMDB alignment vs Industry Stnd

ITCC Training 12 Users

Application Configuration

Presales “30 Minute” Health Check

Presales Discovery Workshop

Leading Practices

Deliverables• High Level Maturity Gap: Data & Systems | Process & People |

Governance• High level Capabilities and Gaps Analysis to correctly scope and

align project• 6 month critical path high level plan

Train & Rollout 12 Users

Steps• Instance Provisioning and Setup , 25 Users, incl Archiving and Backups• Initialize ITFM Solution via Templates• Configure Master Data for Entity, Custom1, Project, Service & Consumer and

related attributes from Client Provided Files• Configure Data Load Routines with mapping to ITFM COA for Pre-Allocated

Financials for CY Actual, Budget, Forecast & PY Actuals• Configure Data Load Rules for Entity Based, Project Based, Service Based, and

Consumer Based Driver Metrics (4 Interfaces)• 1.5 Week Allowance for Modification of Existing Allocation Rule Sets, Reports &

Ratios/Metrics to Meet Unique Client Needs

Sustain Support

Leading Practices Workshops: Data Maturity – Readiness | Roadmap | Business Services Def | CMDB

Leading Practices – Change Management: Sponsorship / Staffing

Dev to Test Migration

Leading Practices: Model, Data & Rpt Roadmaps

Deliverables• Environment Migration Guide• System Administrative Guide• Customized End User Training

Material

Workshops: Model Socialization | Use Cases Doc | Model | Reports

Deliverable: Post implementation roadmaps

Deliverables: Staffing PlansSponsorship Tour Plans

Lead Lead

http://thavron.com/








maturity/fit




45

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Run the IT Service Costing ModelLoad, Calculate & Validate

46

• Post-Calculation Validation

– Data Validation

• SmartView

• Queries

• Rule Balancing Report

• Traceability Maps

• Dashboards

• Financial Reports

– System Validation

• Programme Documentation

• Dimension Statistics

• Rule Data Validation

• Execution Statistics

• Pre-Calculation Validation– Meta-data Validation

– Model Validation• Rule Sets and Rules

• Model Views

• Queries

• Analytics

• Data Grants

– Data Validation• SmartView

• Queries

• Rule Balancing Report

• Dashboards

• Financial Reports

Calculation

http://thavron.com/


Publish & Analyze the IT Service Costing Model Reporting & Analysis

47

• Provides built-in reporting and analytics

capabilities

• Are developed and maintained by end-users

• Minimizes the need for dedicated Reporting

teams. The people who use the reports can

develop them

• Provides:

• Population Performance Analysis

• Multi-dimensional P&Ls

• Cost Contribution Reporting

• Cost and Profitability Statistics

• KPI’s & Dashboarding

http://thavron.com/


Session Agenda





• Q&A

48


ITFM Partnership - Uniting Expertise and Strengths

"This collaboration brings a unique intersection of technology, strategy

and implementation expertise to the ITFM space. We see a compelling

opportunity to further strengthen the bonds between the offices of the

CFO and CIO and bring a common language to the business."

- Matt Bradley, Senior Vice President, Product Development, Oracle

49

http://thavron.com/


Your Resource for Integrated Business Analytics @HOUG

Stop by the Edgewater Ranzal table and Register to Win Prizes! Grand Prize: Google Home

Schedule a Complimentary ITFM Health Check appointment.30 Minute Meetings are available.

Engage with trusted partners to find out more about IT Financial Management Solutions (ITFM):

50

Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW

Oracle PCMCS is an open, user driven, cost-effective, mobile-ready cloud based service that serves as the platform for the solution, and enables flexibility and transparency into the process. It fits alongside existing customer investments in cloud & on-premise technology.

Edgewater Ranzal is an Oracle Platinum consulting partner with functional & technical expertise in the Oracle EPM space, and designing solutions that integrate with a larger financial systems landscape. Ranzal has more Oracle PCM implementations than any other partner, and a direct line to Oracle Product Management.

Thavron Solutions is a consulting and technology firm with decades of practitioner and data science experience in large corporations. Thavron uniquely uses data driven discussionsto understand and deliver real value to business value streams. Through their collaborative teaming for advisory and implementation engagements, Thavron delivers strategic and tactical road maps so clients can predictably continue to improve IT’s performance.

The IT Costing & Chargeback Templates were designed and implemented for Oracle by Ranzal, and were based on multiple customer implementations. These free templates provide an estimated savings of ~650 consulting hours for design, build, and testing, and a cost savings of $125k to $150k.

Why Oracle + Ranzal + Thavron for ITFM?

51

http://thavron.com/

Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies

The ITFM Grinder: Transforming ITFM from Tactical to

Strategic - Blog

CLICK to Find What We Know!

ITFM Solution Page

Solution Sheet: Insight Driven Decisions Between

CIOs and CFOs with IT Financial Management

(ITFM)

Webinar: Connecting the Value of IT: A Disciplined

Solution for Service Costing and Chargeback

Blog: Connecting the Value of IT: A Disciplined

Solution for Service Costing and Chargeback

HUGmn Tech Day Presentation: The Bill for IT: IT

Service Costing, Showbacks & Chargebacks with

Profitability & Cost Management Cloud Service

Blog: How to Show the Financial Value of IT

Blog: IT Financial Management: IT’s New Strategic

Weapon

Blog: How to Get Better Insight Into the Value of IT

Solution Brief: Here

Executive Briefing YouTube Video: Here

ITFM Overview YouTube Video: Here

52

https://itfm.thavron.com/making-the-cfo-shine-66491bb8ede0

http://www.ranzal.com/Pages/Business Analytics/Information-Technology-Financial-Management-(ITFM)-Solutions.aspx

http://www.ranzal.com/Documents/Ranzal SS 2017 - ITFM.pdf

http://www.ranzal.com/events/webinars/connecting-the-value-of-it-the-discipline-of-service-costing-and-chargeback-with-pcmcs

https://ranzal.wordpress.com/2017/05/16/connecting-the-value-of-it-a-disciplined-solution-for-service-costing-and-chargeback/

http://www.ranzal.com/events/presentations/the-bill-for-it-it-service-costing-showbacks-chargebacks-with-profitability-cost-management-cloud-service

https://blogs.oracle.com/modernfinance/how-to-show-the-financial-value-of-it

https://blogs.oracle.com/modernfinance/wondering-how-much-value-your-it-adds-heres-how-to-find-out

https://blogs.oracle.com/modernfinance/how-to-get-better-insight-into-the-value-of-it

http://www.oracle.com/us/products/applications/sb-it-financial-mgmt-cloud-3606849.pdf

https://www.youtube.com/watch?v=d0DHrcB1imE&sns=em

https://youtu.be/ZMljOo8zxcY

Business Analytics Solution Provider Using Oracle EPM, BI and BD Technologies NASDAQ: EDGW

Contact Information

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

53

Bart Stoehr

IP Program Director

310.466.8196

[email protected]

Nan Braun

CEO / Founder

765.271.9420

[email protected]

1025 Westchester Ave.

Suite 108

White Plains, NY 10604

Tel (914) 253-6600

Nate Gruys

Business Development Manager

952.210.8377

[email protected]

mailto:[email protected]



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Appendix

54

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Shared Costs $(Cost Centers & Accounts)

GL

IT Functions $

IT Functional Units $(Cost Centers & Accounts)

Projects $

Project $(Cost Centers & Accounts)(Projects)

GL

Resources $Vendors $

Services $Consumers $

IT OH Support $

PR

Fixed Assets $(Cost Centers & Accounts)(Projects)(Resources & Vendors)

FA

Services to Consumers(Cost Centers & Accounts)(Projects)(Resources & Vendors)(Services & Consumers)

Pre-Built RulesStatisticsDrivers

FinancialOperational

Optional

IT Costing and Chargeback Template

55

IT Services

Copyright 2016 Thavron Solutions, LLC

End UserMobile Device

WorkspaceService Desk

ComputeWindows

LinuxMainframeDatabase

Data CenterEnterprise

Other Facilities

DeliveryProj Mgt

Client MgtOps CenterCloud Ops

ApplicationDevelopment

Support & OPSLoB SoftwareCloud Apps

CommunicationCircuitsUsage

NetworkLan

WanVoice

Other NetworkCloud Network

Security & ComplianceSecurity Policy

ComplianceDisaster Recovery

StorageTier 1-4Cloud

Cloud Archive

56

Business Services

Copyright 2016 Thavron Solutions, LLC

Client ComputingBasic Workspace

Technical WorkspaceShared Workspace

Traveling WorkspaceCopy/Print/Fax/Scan

Desk Side Support

ConnectivityNetwork AccessRemote Access

Comm & CollabConferencing

Collab WorkspaceMessaging

EmailPhone & Voicemail

Line of BusinessStrategy & PlanDesign & BuildMarket & SellTake Orders

Deliver ProductsService Customer

Mgmt & SupportFinance

HRLegal

FacilitiesCommunications

Prof ServicesProg & Proj MngtBus Process MngtEnt Architecture

HostingApp Hosting

PaaSDBaaSCaaSSaaS

App & IntegrationApp Design & Dev

App SupportQuality Assurance

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Where does the data come from?

• Finance System

• Depreciation Tracking

• CMDB

• Asset Management

• Storage Management System(s)

• Data Center Management

• Project Management/Tracking

• Ticketing System(s)

• Server Management Software

• VCenter or equivalent

• Cloud Provider Invoicing

• HRIS

• Network Management System(s)

• License Management System(s)

Copyright 2016 Thavron Solutions, LLC58

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