MICHIGAN ORACLE USERS SUMMITWEDNESDAY, OCTOBER 30, 2019 / 7:30AM – 5:30PMSCHOOLCRAFT COLLEGE –VISTATECH CENTER18600 HAGGERTY ROAD, LIVONIA, MI 48152

MAKING A CASE FOR CLOUD EPM AT BLUE NILEJIM WEBBEPM SOLUTION ARCHITECTCSS INTERNATIONAL, INC.

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April 19-23, 2020Mandalay Bay Resort & CasinoLas Vegas, NV

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INTRODUCTIONS

Jim WebbEPM Solution Architect

CSS International

• Over 25 years Enterprise Performance Management (EPM) and Analytics experience

• Oracle Hyperion Planning Certified Implementation Specialist

• @AnalyTX2020

CLOUD ERP/SCMEPMJDE/EBSPAAS / OCI

500+ ORACLE PROJECTS &

REFERENCES

NEAR ZERO EMPLOYEE TURNOVER

ORACLE FOCUSED

25 YRS

300+ ONSHORE CONSULTANTS

CSS ORACLE HOUSE BAND:THE CRP’S

PACKAGED MANAGED

SERVICES OPTIONS

CLOUD / ON-PREMORACLE GO-TO PARTNER FOR

CLOUD PROJECTS

ORACLE PLATINUMCLOUD SELECT

AWARD WINNING

CSS REPRESENTATIVE CLOUD CLIENTS

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AND NOW FOR SOMETHING COMPLETELY DIFFERENT

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HOW DID WE GET HERE?

Very few believed it could happen

THE LARGE VALVE USED TO CONTROLWELLBORE FLUIDSON OIL RIGS IS THIS

“PREVENTER”;

What is a “blowout” preventer?

THE ASTROS COULDHAVE USED ONE

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We’ve all heard the story before

“There’s an epidemic failure within the game to understand what is really

happening, and this leads people who run Major League Baseball teams to

misjudge their players and mismanage their team.”

So, what was different?

• An analytic culture was adopted throughout the organization

• Human judgement is equally important as analytics

• Challenging the status quo became the “new norm”

EPM IN THE CLOUD IS THE NEW STATUS QUO

Have now or will within 12 months

Not yet, but we plan to over the next 2 years

Not yet, but we plan to after 2 years

No plans for EPM process in the cloud

4%

17%62%

17%

79 PERCENT INDICATE THEY HAVE PLANS FOR EPM IN THE CLOUD WITHIN THE NEXT TWO YEARS, VERSUS 65 PERCENT IN LAST YEAR’S SURVEY

DO YOU HAVE EPM PROCESSES IN THE CLOUD?

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Revenue$540 MM

Deployment LocationSeattle, WA

IndustryConsumer Goods

ProductsEnterprise Performance Management (EPM) Cloud EPBCS and Oracle E-Business Suite

Use Case Summary

High growth company and Oracle E-Business Suite client with primitive planning processes:• Manual processes held together by several spreadsheets• Need to streamline and improve accuracy• Wanted to scale for future growth & possible acquisitions

Top Customer Objectives and Challenges

• Manual processes with low visibility, high potential for errors • Leadership resistance to Oracle / Internal leaning to a competitive

product• Limited budget available and tight timelines in order to meet year’s

planning cycle - maximum of 13 weeks from project kick-off to go-live in order to make planning cycle for current year

Results

• 9-week implementation of EPBCS • Created management financial reporting and GAAP reporting• Automated feed from Oracle EBS to GL – led to no re-bookings• Gained 100% internal support for Oracle product• Commitment to future implementation and phases (Workforce

Planning)

Key Benefits AchievedØ Elimination of

spreadsheets and manual processes

Ø Scalable model to support business growth

Ø Flexibility to make changes to models as the business changes

Ø Created platform for future phased implementations

Ø Rapid implementation to meet client’s year end planning cycle

Deciding Where to Start

What type of financial planning?

What are my financial reporting requirements?

Regulatory needs?e.g. GAAP, IFRS

Are processes documented?

What source systems exist?

What are the finer details?

How do we engage non-finance users?

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TAKE A STEP BY STEP APPROACH

Con

tinuo

us

Impr

ovem

ent

Capture and prioritize requirements & plan deployment roadmap

Step 01

Design common CoA and define master data governance procedures

Step 02

Deploy Close & Consolidations application with Management & External Reporting

Step 03

Deploy Financial Planning models integrated with source systems

Step 04

Expand Planning modelsand integrate operational outputs and financial inputs

Step 05

Improve data analysis, reporting and analytic capabilities

Step 06

Illustrative

The right approach requires leadership support, patience & a mindset of continuous

improvement

PROJECT OBJECTIVES

Requirements and Design

Implementation of Income Statement, Balance Sheet,

and Cash Flow

Headcount and Operational Reporting

CSS and Blue Nile met and discussed a potential project to implement a budgeting and reporting solution. Based on the recommendations of the team, Blue Nile needed support in implementing a future state planning and reporting solution.

Design and implement the functionality to achieve additional process improvements, efficiencies, and automation

Requirements and design of the future state Blue Nile planning

and reporting solution

Implement an integrated solution to deliver the planning and reporting processes and solution outlined as part of the Phase I requirements and design

Background

Program Objectives

Phase 1 Phase 2 Phase 3 (future)

Overall Objective: Implemented a standardized planning and reporting solution to reduce inefficiencies and improve business insight across the organization.

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OVERVIEW OF BLUE NILE APPLICATION (FINPLAN)

The Blue Nile data model included the necessary functionality to gain insights to support planning, reporting and detailed financial analysis

Financial Statements Business Process Framework

Blue Nile – Financial Statement Data Model

• P&L supports planning of Product level Revenue/Cost of Sales and Departmental Expenses• Balance Sheet and Cash Flow support driver-based modeling• Support of Statistical metric/units planning• Management Reporting (EBITDA) and support of alternate views• Future state will also support Blue Nile’s Headcount modeling and Operational reporting requirements

DimensionLegend:

Years Period Scenario Version Account Dept Product RegionCompany

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BLUE NILE - CSS PROJECT MANAGEMENT PLATFORM (PDP)

Benefits:• Accountability• Full project transparency• Facilitates communications to all levels• Linked requirements to test scripts

Built for Managing Fast-Paced Cloud Projects

BLUE NILE - MANAGING REQUIREMENTS WITH PDP

ORACLE EBS TO EPBCS INTEGRATION OVERVIEW

Reporting & Data Retrieval

Type 1: Read-Only Review Data Forms

Type 2: Smart View (Ad Hoc)

Type 3: FRS (Financial Reporting Studio)

Type 4: Browser-Based Dashboarding

P&L and Balance Sheet

CorporateEPBCS

Flat FileMapping / Conversion

Source Processing Output

EBS

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EPM “GET RIGHTS”

Start simple & build the foundation

Focus on people and the process first

Improve forecasts with

predictive analytics

Oracle Cloud EPM is not a collection of finance applications…

It is a strategic platform for managing performance across the entire organization

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