Oracle Enterprise Data Management Cloud · The development, release, and timing of any features or...

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Oracle Enterprise Data Management CloudA Next Generation Data Management Service for the Agile Enterprise

Rahul KamathDirector, Product ManagementFeb 6, 2018



Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Program Agenda

What is Enterprise Data?

How Enterprise Data Management can help?

What is Oracle Enterprise Data Management Cloud?

How does Oracle Enterprise Data Management Cloud work?

Whom to target with Oracle Enterprise Data Management?

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Master Data

Hierarchies

Data Mappings

Reference Data

ApplicationMetadata


Example: Enterprise Data

Types of Enterprise Data- Products/Services- Store- Calendar - Customer- Employee

Business Taxonomies (e.g., Product Categories)-All Products

-Breakfast Products-Breakfast Pastries

- Danishes and Crumb Cakes- 7203001969 - Entenmanns Mini Crumb Cake

Enterprise Data is critical to all business processes


Examples of Enterprise Data

• How we classify and measures value across the enterprise

• How we you slice and dice reports (by customer, by product…)

• Shared & aligned across applications, functions, systems, or platforms

Measures of value

• Charts of accounts

• Accounts

• Legal Entities

• Business Units

• Cost centers

• Products

Financial

• Sales Territories, Teams, People

• Companies, Organizations

• Locations: Stores, ATMs, Meters

• Parties: Customers, Vendors

• Employees, Jobs, Positions, Skills

Business

• Dimension member lists

• Alternate roll-up structures

• Cross-dimensional mappings

• Intercompany mappings

Analytical

• Types, Codes, Value sets

• Market segments

• Product categories

• Geo Codes

• Classification codes

• Business taxonomies

Reference Data


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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 10

“Dependent on IT for updates”

What We Commonly Hear From Business

“Manual process with too much risk

for errors”

“Acquisitions and Re-orgs are

unmanageable”

“Too many redundant processes”

“No visibility”

“Reconciliation nightmares”

“No standardization or

governance”

“Inconsistent data so I can’t trust it”


Enterprises Are Reinventing Themselves To Thrive…Along Multiple Dimensions

BusinessTransform your business in the face of structural changes

DigitalHarmonize applications across hybrid, multi-cloud silos

FinancialModernize your business model and analytics backbone

DataRejuvenate processes with data hygiene, governance & control

Enterprise Transformations


Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 12

New Geo Region New Department New Offering

Routine Changes

New Cost Center New Legal Entity New Project

Multi-ERP Rationalization

Cloud CoexistenceMigration to Cloud

Digital / Systems Transformational Changes Business / Organizational

Mergers& Acquisitions

CorporateReorganizations

Business Model Changes

Stimulus for Change May Come from AnywhereManaging Changes to Enterprise Data is Key for Every Business

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 13

What does your business use to govern structural changes across enterprise systems?

Spreadsheets& Email

In-personmeetings

Custom workflows

Packaged AppsCloud Apps

Source: FEI Webcast Polling Results 11/1/2017; 40 live participants

ORGANIZATIONS STILL RELY ON MANUAL TOOLS AND PROCESSES TO MANAGE CHANGE

https://www.financialexecutives.org/Events/Webinar/The-Key-to-Successful-Business-Transformation-%E2%80%93-En.aspx


Chart of Accounts

High-level Product Groupings

Example: Typical Onboarding of an Acquired Company

Charts of Accounts in multiple G/L

platforms

SKU-level Products

Org structures in multiple HR & Planning apps

Org StructuresProduct Hierarchies

“I need consolidated

reporting within 30 days …”

Map CoAs to each other

Multiple (100s) of XLS sheets for multiple users

Which version of “product” do we

use???

Combine product hierarchies in XLS

sheetsMerge

Organizationstructures in

XLS files

Load all (100s) spreadsheets to

enterprise systems

Repeat process for multiple ‘versions’ (as

both companies evolve during the process)


• Business Transformations

– Onramp for Mergers & Acquisitions

– Reorganization & Restructuring

– Single global Chart of Accounts and Chart of Accounts Redesign

– Corporate – Divisional perspectives


• Trustworthy Insights

– Application dimension maintenance and sync

– Ensuring accurate and timely reporting

– Eliminate redundant change management

– Reduce possibility for errors, misstatements and reporting reconciliations

– Heterogeneous environments

• Cloud Adoption & Hybrid Coexistence

– ERP/GL Cloud deployment

– GL migration / coexistence

– EPM cloud migration / coexistence

– Oracle and non-Oracle Cloud integration

– Facilitate application re-design

– Stand up Cloud apps quicker

ALIGN ACCELERATEASSIMILATE

How Oracle Enterprise Data Management Cloud can help?Typical scenarios

On-going Change Management and Governance is foundational


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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Introducing... Oracle Enterprise Data Management Cloud

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• Trustworthy Analytics & Self-Service Application Data Management

• Connect with individual applications to curate and consume application metadata, dimensions and hierarchies

• Structural Change Management & Governed Business Transformation

• Compare, analyze, and conform structural changes to drive business and financial transformations

• Enable Cloud ERP & EPM Migration and Hybrid Coexistence

• Model scenarios and deploy next generation structures (e.g. Chart of Accounts)

ALIGN ENTERPRISE APPLICATIONS

ASSIMILATE BUSINESS TRANSFORMATION FASTER

ACCELERATE CLOUD ADOPTION


WHAT IS ORACLE ENTERPRISE DATA MANAGEMENT CLOUD?

In simple terms, it is a system of reference for managing data about the enterprise – such as the financial chart of accounts – so that you can get a consistent view across multiple applications, both cloud and on-premises.

EDM Cloud is a platform for change management that helps align and distribute master data changes across EPM, ERP and reporting systems. It enables your organization to adapt and respond to change faster and more effectively: whether you wish to reconcile differences across a couple of financial systems, or migrate an application to the cloud, or transform the business as you navigate a merger or acquisition. With EDM Cloud, you can move faster and with better alignment.

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Value Proposition


Oracle Enterprise Data Management CloudFoundational to building alignment among your enterprise applications

• Oracle introduced the notion of mastering hierarchies 18 years ago with an industry leading offering: Oracle Data Relationship Management

• Typically, practitioners must invest in an elaborate data governance initiative to master dimensions, hierarchies and data maps

• Oracle Enterprise Data Management Cloud offers a fresh approach that begins with your applications, and helps reconcile them via a flexible, agile, iterative, self-service approach.

• This approach delivers value from Day 1 and evolves at the pace of your business!


Managealternate business

viewpoints

Governchanges across

viewpoints

Share & Mapstructures to deploy

to cloud

Buildan authoritative

system of reference


Flexible & Agile: Enterprise Data Management ContinuumMaster at your own pace, not because you must!


MANAGE

Manage Applications

• ERP / General Ledger• Planning & Budgeting• Group Consolidation• External Reporting• Workforce Planning• Revenue Planning• Profit & Cost Management

GOVERN

Govern Changes• By Domain• By App Dimension• By Subject AreaPick your scope: • Team• Region• Company• Enterprise

SHARE

Accelerate Alignment

• Global Chart of Accounts• Chart of Accounts Redesign• Group/Division CoA Alignment• Migrate ERP/GL to Cloud• Map Cloud with On Premise

MASTER

Build Authoritative Source

• Chart of Accounts• Dimensions• Hierarchies• Data Maps• Any domain


Consolidation

PeopleSoft

Proactive Management of Enterprise Data

EBS (USA) SAP (Europe)

Reporting

Enterprise Data Management

Cloud

Immediate feedback from governance process

“I want to change an account … I’ll submit a change request via

Enterprise Data Management Cloud”

Change request validated

Cloud ERP

Planning

• Visualize• Validate• Compare• Rationalize


Streamline transformational events with Oracle EDM

High-level Product Groupings

Charts of Accounts in multiple G/L

platforms

SKU-level Products

Org structures in multiple HR & Planning apps

“I need consolidated

reporting within 30 days … Let’s explore our target company

with EDMCS”

1. Import critical structures from target company

2. Compare target structures to corporate structures

3. Rationalize structures using visual, drag-and-drop GUI. All changes are recorded as requests & tracked for audit.

4. All enterprise data is available for consolidated reporting and analytics

Oracle Enterprise Data Management Cloud

EDMCS contains all critical structures for our company (CoA, Product, Org…)

Business rules & security enforced

Multiple users submit requests

concurrently

Accurate, consolidated reporting

An early adopter with $2.6B in revenue anticipates saving $3M during a merger by leveraging EDMCS. They expect Charts of Accounts & Cost Centers to be merged in 12 weeks.


Key Capabilities

Compare & Rationalize


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Changevisualization

Application ANDMaster Perspectives

Packaged cloudapp integration

Simplified, Rich User Interface

Complex data types

Request-driven,recorded actions

ChangeAudit

HierarchyManagement

• Default views for application dimensions

• Maintenance views optimized for change management & remediation

• Modern user experience• Oracle JET-based UX• Client-side JavaScript

• Batch changes as request items & actions

• Shopping cart metaphor to record items and actions

• Built-in request visualization

• Actions: Add, insert, move, remove, delete, reorder, update properties

• Drag-n-drop hierarchy management

• Side-by-side browse lists, hierarchies and properties

• Scalable large hierarchy browsing

• Compare side-by-side• List node differences• Locate and align same

node across viewpoints

• Visualize prop diffs

• Summary view of each request

• Granular audit of each request item and action

• Immediate support for node lists, hierarchies and mappings

• Planned support for intersections, relationship networks, et al

• Summary view of each request

• Granular audit of each request item and action


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Collate

Curate

Conform

Consume


• Register• Import• Tailor• Secure


• Record• Visualize• Validate• Submit

• Copy• Compare• Rationalize• Map

• Download• Export• Audit• Automate

On premise

Third party

Oracle PaaS

Oracle SaaS



Collate

Curate

Conform

Consume







On premise

Third party

Oracle PaaS

Oracle SaaS



Collate

Curate

Conform

Consume








On premise

Third party

Oracle PaaS

Oracle SaaS


Initial focus on Office of the CFO“Enterprise data” management across Oracle ERP and Oracle EPM Cloud

Public Cloud

On Premise

Integrated to Support Hybrid Deployments:

● Connect & synchronize with Oracle ERP & EPM clouds● Use RESTful services, MS Excel/flat files to integrate

Capabilities:

● Rationalize across applications to build fully aligned views● Visual and curate master data to govern across applications● Consume/enrich glossary of terms & definitions in context

Third Party

Clouds

Enterprise Data Management

Cloud Service

EPM AutomateRESTful ServicesFlat files

RESTful ServicesFlat files

OLU, Flat files

Flat Files

Oracle ERP+EPM Cloud

CorporateReporting

GeneralLedger

EnterprisePlanning

Financial Consolidation

FinancialBudgeting

FinancialReporting

MSExcel

Desktop files


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EDM is for Every Business, Not Just for Complex Enterprises

• EDM delivers compelling value even when you’re aligning enterprise data across just 2 applications such as:– 2 planning apps

– Planning app + Financials

– Planning app & Consolidation app

• Of course, EDM is a great enabler of more complex transformations such as– Migrating one or more on-prem apps to cloud

– Integrating the systems of an acquired business

Key Takeaway: EDM is an enterprise solution with broad applicability. Target business owners and bring IT along.



Product Availability & Pricing• Now Generally Available

– Target: EPM Cloud Release 18.01 (January 25, 2018).

• Pricing

– Price: $1,500 per 1,000 hosted records; Minimum: 5,000 hosted records.

– Record definition: For the purposes of Oracle Enterprise Data Management Cloud Service, a record is defined as a unique instance by name of a specific business entity -- called a node -- such as, but not limited to, company, account, cost center, product, customer, location, departments, or other critical business element that is managed within the hosted service.

– Pricing in advance of availability: Available now. Bring opportunities to Oracle ERP Cloud Sales or Oracle Edge Sales (in North American only).

• Point your browser to cloud.oracle.com:– https://cloud.oracle.com/en_US/enterprise-data-management-cloud

https://cloud.oracle.com/en_US/enterprise-data-management-cloud


Competitive Differentiators

• Makes data management discipline accessible to business users

– Self-service, request-driven, application aware

• Disrupts how traditional governance solutions are implemented today

– Progressively scale mastering effort based upon capability maturity

• Single solution to unify enterprise data across application silos– Multi-application, multi-domain, multi-cloud

– Better with Oracle application ecosystem w/ growing list of packaged integrations

• Modern cloud native, enterprise data management application

– Modern code base, written for the cloud

– Built-in data visualizations access impact of change on each connected application

– In-memory, high performance hierarchy browsing and change curation


Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 35

“The introduction of Enterprise Data Management Cloud for enterprise data management provides the final “piece of the puzzle” that allows the EPM SaaS offerings to share common enterprise data…

EDM will allow enterprise data to be centrally maintained and published to various ERP & EPM SaaS applications. Moreover, the enhancement to cloud data management (which is embedded in all EPM SaaS offerings) to deliver additional master data transformation and loading abilities further enhances the value proposition of EDM.”

Tony Scalese, Vice PresidentEdgewater Ranzal

WHAT ORACLE PARTNERSARE SAYING . . .


Solution Planned ResultsChallenge

Not-for-profit health care organization which operates facilities throughout the western U.S. states of California, Hawaii, Oregon, and Washington

Oracle Confidential – Internal 36

Information asymmetry among patients, payers, and physicians.

Need to transform health care quality through measurement, transparency and accountability.

Charge codes are optimized for billing, not reporting.

Adventist Health

✓ EDM will bring visibility into costing history – and help transform costing structures into the future.

✓ “Triple aim” in healthcare: (1) Improve the patient experience of care (including quality and satisfaction); (2) Improve the health of populations; (3) Reduce per capita cost of health care.

Oracle EPM Cloud:• Oracle Enterprise Data

Management Cloud• Oracle Profitability and

Cost Management Cloud• Oracle Planning and

Budgeting Cloud• Oracle Enterprise

Performance Reporting Cloud

Oracle Analytics Cloud


Solution Planned ResultsChallenge

A global, diversified producer of high technology specialty chemical products and provider of technical services

Oracle Confidential – Internal 37

Reporting reconciliation is very difficult. Most work is done in MS Excel.

Lots of error-prone, redundant maintenance in separate tools.

Need ability to manage and map global with local CoAs in a collaborative environment.

Several dimensions: Legal Entity, Account, Organization Customer and Product.

Platform Specialty Products

✓ Goal is to integrate multiple financial applications with Cloud GL, EPBCS, and FCCS.

✓ Collaborative governance experience to design, manage and maintain reporting hierarchies, mappings and attributes

✓ Remediate reporting reconciliations, eliminate redundancy and allow stakeholders visibility

Oracle EPM Cloud:• Oracle Enterprise Data

Management Cloud• Oracle Cloud Financials• Oracle Enterprise Planning

and Budgeting Cloud• Oracle Financial

Consolidation & Close Cloud

Oracle Analytics Cloud


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Key Takeaways

Change is a constant in today’s business, and managing changes to your enterprise data is critical

Traditional ways of managing enterprise data are largely ineffective

Oracle Enterprise Data Management is different from traditional solutions

EDM is for every business, not just for complex enterprises

Position EDM to Application owners, and bring IT along

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Key Contacts


• Product Management: [email protected] (USA); [email protected] (India)

• Sales Consulting: [email protected] (Australia); [email protected] (India); [email protected] (Hong Kong, Taiwan); [email protected] (APAC); [email protected] (APAC)

• Partner Alliances [email protected] (APAC)

mailto:[email protected]









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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.



EDMCS & DRM: Different approaches to EDMFeature Comparison Enterprise Data Management Cloud Oracle Data Relationship Management Suite

Data Management Experience

• Default views optimized for application data management• Cross-application views optimized for change management• Compare app differences side-by-side. Drag-n-drop to align.

• Maintenance hierarchies are mandatory• App perspectives are only generated on export• Compare and analyze hierarchy differences and rationalize.

Data Visualization

• Visualize application dimensions with application views• Visualize requests to analyze change impact before you

commit

• None

Packaged Integration

• Pre-built application adapters for push button sync• Custom adapter offers open interface for all other

applications

• Generic, open interface designed to transform data on export• Application templates accelerate integration, but stop short of push

button sync

Tailored Consumption

• Default views provide WYSIWYG understanding of connected apps

• Swap dimension instances within apps to bind to scenarios as needed

• No concept of application views exists for registered applications• Use queries, filters & export profiles to build targeted extracts

Security • Out of the box role-based access control, & single sign-on• Administrators specify allowed actions to secure access to

viewpoints. Business users access data through viewpoints.

• Native or externalized IDM users and groups• Native or external authentication. Single sign-on.• Node access groups govern secure data access (read, write)

Custom Business Logic

• Less relevant. EPM cloud app logic built into adapters• Configurable, custom app adapters & system checks

• Custom JavaScript and formulas• Inherited and derived (calculated) properties

Data Types • Hierarchies and lists • Hierarchies only

Change Requests • Requests are foundational units of change• Download/Upload items from file for bulk updates

• DRG Requests for change & remediation. • Load items from file for bulk changes. Action scripts too.

Data Governance • Requests are building blocks of change• Built-in visualization for impact analysis• Detailed request audit

• Interactive or workflow changes. Request & transaction history. • Multi-stage, model-driven workflows• Workflow model effectiveness analytics dashboard

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