Gregory Forkin Senior EPM Architect

Financial Technologies EPM Project ManagementContact: Shaiful Chowdhurye: schowdhury@fintechllc.comc: 516.721.6466 (EST)

14 Nov 2014

About Shaiful ChowdhuryAbout EPMIntegrated PMI and FinTech Methodologies PMI SDLC Phases - Best Practices351070:30 Min1:00 Min1:00 Min1:30 Min

ContentsConfidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 2

FinTech Implementation Methodologies81:00 MinSample Project Plan91:00 MinAbout Project Management60:30 Min11About Financial Technologies, LLC (FinTech)1:00 MinWhy Select FinTech for EPM1:00 Min12

About Financial Technologies, LLC (FinTech)Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 3

Rare depth and breadthTechnologyWe focus on accurate, timely resultsExecutionExpert practioners who are from FinanceFinanceFor Finance: Always on, always right, zero flawManaged Services

ToolsFinancePracticeStabilityProcessPeopleDesignStrategyFinancial Technologies, LLC is an unique boutique that deals with Finance and Technologies, while primarily focusing on EPM or Oracle Enterprise Performance Management products suite

Depth and Breadth of FinTech Customers

Page: 4ManufacturingLogisticsB2BRetailB2CSpecialties, Creatives Content, DigitalProfessional ServicesPrivate Equity, Banking

Full ERP

Full FinancialsCompany Split

MidForce ERP, MRPas the change agents

Enterprise PerformanceEnterprise Planning

Enterprise PerformanceEnterprise Planning or ERPBusiness Intelligence

Enterprise ManagementGlobal Risk, CurrencyEnterprise Planning

Enterprise Planning

Enterprise PerformanceEnterprise Planning

Enterprise PerformanceEnterprise Planning

Enterprise Architecture

>10 as Oracles on-call experts

Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwide

Mobile:516-721-6466Email: SChowdhury@fintechllc.comWebsite: www.fintechllc.com Professional Summary Specialist in Planning & Budgeting Cloud services, EPM applications, and Project Management10+ years consulting experienceStrong expertise in Business Analysis, especially as related to EPM projectsExperience in Financial Services, Manufacturing, Distribution, and RetailQualification SummaryCertified Oracle PBCSS Planning and Budgeting Cloud Service SpecialistCertified PMP Project Management ProfessionalOracle/Hyperion EPM ApplicationsExpertise with al aspects of Hyperion HFM, Planning, Essbase, SmartView, and Reporting

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About Shaiful Chowdhury

Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwide

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EPM and FTs EPM Experience

Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwideConsolidation Design and Implementation ExpertiseFinancial Management (HFM)Financial Reporting & AnalysisFinancial Data Quality Management (FDQM)Disclosure ManagementFinancial Close ModuleHyperion EnterpriseFinancial ConsolidationPlanning & ForecastingReporting & AnalyticsBusiness IntelligencePlanning Design & ImplementationHyperion PlanningPlanning, Budgeting & ForecastingCapital Expenditure & Workforce PlanningOracle Data Integration (ODI)Essbase Analytics Link (EAL)

EssbaseFinancial ReportsWeb AnalysisEPMAProfitability & Sales AnalysisSmartview for Excel, PowerPoint & WordSales and Expense AnalysisOracle BI Enterprise Edition (OBIEE)Oracle BI ApplicationsOracle Database Relationship Management (DRM)Content Management

Enterprise Performance Management (EPM)Oracle EPM System is a suite of financial products solution that includes financial consolidation, planning & forecasting, reporting & analytics, business intelligence, and a common foundation of BI tools and services all integrated using Oracle Fusion MiddlewareFinTech is a full-service EPM strategy implementation firm - Focused on all phases of the implementation from installation, project management, implementation, deployment and post go-live supportFocused on Fortune 500 companies & large scale, enterprise-wide implementations,With experience delivering EPM solutions from best practice processes and technical design to the practical implementation of Oracle technology

About Project Management Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 7

Project ManagementProject Management is the application of processes, methods, knowledge, skills and experience to achieve the project objectives. In general, a project is a unique, transient endeavor, undertaken to achieve planned objectives, which could be defined in terms of outputs, outcomes, and or benefits.

SDLC Phases-Best PracticesConfidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 8

Overall Best PracticesUnderstand that ERP is not the only source of data Use technology for its intended purposeInvolve the users in all phases

Know whats needed and how it will be usedChallenge the current state encourage changeIdentify risks and how to mitigateCommunicate

Clearly define strategic visionInvolve CFO, CIO and usersUnderstand current situation and processesPerform gap analysisIdentify risks and challengesIdentify requirementsDefine scopes and objectivesObtain executive commitmentDesign applications, data integrations and reportsSetup environmentBuild solutionDevelop integrationsPerform unit testingValidate dataPerform system integration testingUATPerformance testingValidate resultsAny deficiencies - rebuildUser training & documentsSoft go liveGo liveSupportProject reviewMeasure successLessons learned

Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 9

FinTech Implementation Methodology

Step 1: AnalysisComplete Requirements gatheringIdentify client resourcesCreate a realistic plan of attackDevelop milestones to measure progressStep 2: Design and PlanningTechnical Analysis (How will we accomplish objectives)Planning phase (Who will be accountable for each aspect of the project)DeliverablesDesign document (preferable after client has completed training)Project PlanOrder HardwareStep 3: Build PhaseCreate System ShellComplete multiple builds processReport writingStep 4: Test PhaseComplete Data tie-onTraining Power UsersUAT & Systems Integration TestingProject 99% complete at this phase Shadow close process ensures all systems are parallel tested prior to Go-LiveStep 5: Roll-Out PhaseDocumentationEnd User TrainingParallel testStep 6: Post Implementation and Upgrade ReviewUnderstand what went right, what needs to be adjustedReview plans for additional requirements

All systems are parallel tested for 3 consecutive months, including data tie on, before Go-Live

Integrating PMI & FinTech Methodologies for EPMConfidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 10

Analyze& understand operational environment & design accordinglyCombining PMI and FinTechDefine strategic roadmapBegin production, review and assesmentMove to Production & application deploymentDesign solutionsand buildIntegration &user testingWhat do these meanCombine PMI Practices with FinTechs Implementation Methodology to ensure lasting Best Practices. PMI methodologies ensure the right level of processes, associated with the appropriate artifacts and tools, enabling the project teams to deliver EPM applications.FinTech methodologies effectively plan and execute EPM implementations by going extra miles confirming that the system shell is created, shadow closes completed proving data tie on, and providing customers with After Go-Live reports.

Sample Project PlanConfidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 11

Greg Forkin, FounderOracle NASA VP, GMAC VP FP&A, IKON CIO, VP Solomon Brothers

Mitch Rubin, PartnerOracle, Comshare, Ernst & Young, Lynx Financial Solutions Consulting founder

Shaiful Chowdhury, Senior ConsultantTimken, Barclaycard, Axalta, vMWare, JP Morgan, Credit Suisse, Deutsche Bank, Merrill Lynch

Financial SystemsGlobal ConsolidationsBudgeting, ForecastingDashboards, BIBig DataManaged ServicesProcess BreadthStatutory reportingManagement reportingFP&A source to StreetCapEx, TreasuryM&A, spin-offsSOX, Security, Risk ManagementTechnologyOracle Hyperion, SAP BPC, Microsoft AdaptiveQlik, MidForce

PeopleExpertise

Uniquely strong boutiqueDocumented track record of delivering tunkey solutions for FinanceCFO Thought LeadersBest-of-the-best in solution architectureSteering committee perspectiveStrategy, tactics, managment, plus consulting and staff augmentationPut simply, we execute like results are at stakeFinTech

Confidential Material 2015 Financial Technologies, LLC, all rights reserved worldwidePage: 12

Why Select FinTech for EPM

Mitch Rubin Managing PartnerMobile: 484.431.1312mrubin@fintechllc.com.com

Shaiful Chowdhury Senior ConsultantMobile: 516-721-6466schowdhury@fintechllc.com

http://www.fintechllc.com

Thank You

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