EPM Business Content

Track sponsored by:

EPM Business Content at the ODTUG Kscope17 Conference

At Kscope17, we have the world’s best EPM experts joining forces to bring you the most actionable insights in one conference. From budgeting and planning to real-world case studies, strategies, and best practices in the EPM world. 

Budgeting and Planning Process:  

You’ll attend sessions about using Oracle EPM products for Planning and Budgeting from a functional and business benefit perspective. 

Case Studies:  

We’ll show you case studies covering real-world implementation stories, tips, tricks, and strategy on how to deliver the best performance for reporting with confidence using the entire EPM suite of products.

EPM/BI Strategies:  

Employee Performance Management and Business Intelligence Strategy best practices, and how to integrate multiple products. We’ll cover the latest trends in enterprise data governance along with the newest cloud features.   

Financial Close Processes:  

What products carry the keys to your success? You’ll take a look at Financial Close products such as HFM, FCCS, Close Manager, Account Reconciliation Manager, and Supplemental Data Manager from a functional and business-benefit perspective.

Check out the presentations listed below.



Is Your EPM Implementation Falling Behind? The Top 11 Signs
Joe Aultman , interRel Consulting
When: Jun 26, 2017, Monday Session 3 , 2:00 pm - 3:00 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

In the EPM world, there is a constant need to keep moving forward to better and better practices. Applications and processes that used to be sufficient become outdated and stale. There are many reasons implementations at different companies may begin to lag, and environments that were once cutting-edge become antiquated. Come to this session to find out how to recognize when you are falling behind so you can take action. Find out how to make certain your EPM and BI practices are up to today's standards so you can keep the competition at bay.

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EPM Sunday Symposium Session 1
Matt Bradley , Oracle Corporation
When: Jun 25, 2017, EPM Symposium Session 1, 8:30 am - 10:45 am
Room: Grand Oaks A-D/H/I
Topic: EPM Business Content - Subtopic: Other EPM Business Content

8:30 – 8:45 AM Kick-Off

8:45 AM - 9:30 AM
Keynote: Join Matt Bradley, Sr. VP of Business Analytics Product Development, as he shares insights into the status, roadmap, and strategy of Enterprise Performance Management (EPM), and sets the stage for the day's remaining sessions.

9:30 AM - 10:45 AM
On-Premise Update: Join development leaders in our planning and budgeting, financial close, and profitability and cost management teams as they share information on key initiatives and achievements to help optimize your investment in these market leading EPM on-premises solutions.

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EPM Sunday Symposium Session 2
Matt Bradley , Oracle Corporation
When: Jun 25, 2017, EPM Symposium Session 2, 11:00 am - 12:00 pm
Room: Grand Oaks A-D/H/I
Topic: EPM Business Content - Subtopic: Other EPM Business Content

11:00 AM - 11:40 AM
Bridge to Cloud (Hybrid): As customers remain on-premises, migrate to the cloud, or maintain a hybrid environment, we have you covered. This session will focus on key innovations in data management, analytics, and reporting that help users have a consistent and integrated approach in their EPM deployments.

11:40 - 12:00 PM Cloud Ops Update: Did you know that Oracle Cloud manages thousands of EPM environments for our customers? This session will highlight some interesting facts and stats as to how our infrastructure team patches, upgrades and monitors all these environments.

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EPM Sunday Symposium Session 3
Matt Bradley , Oracle Corporation
When: Jun 25, 2017, EPM Symposium Session 3, 1:00 pm - 2:55 pm
Room: Grand Oaks A-D/H/I
Topic: EPM Business Content - Subtopic: Other EPM Business Content

1:00 PM - 2:30 PM
EPM Cloud: This session will focus on EPM Cloud innovations in financial close-related cloud solutions.

2:30 PM - 2:55 PM
Special Preview: This session will highlight data relationship management team's plans for an upcoming cloud-based service to manage data relationships and dimensions.

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EPM Sunday Symposium Session 4
Matt Bradley , Oracle Corporation
When: Jun 25, 2017, EPM Symposium Session 4, 3:10 pm - 5:00 pm
Room: Grand Oaks A-D/H/I
Topic: EPM Business Content - Subtopic: Other EPM Business Content

3:10 PM - 4:30 PM
EPM Cloud (Continued): This follow-on session will continue the discussion and presentation of EPM Cloud innovations in Planning and Profitability.

4:30 PM - 5:00 PM
BI Cloud Services for EPM: The day will close with a focus on Oracle Analytics Cloud related offerings with an EPM flavor. Key topics will focus on Essbase Cloud (for EPM deployments) and BICS offerings.

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The Future of On-Prem EPM
Matt Bradley , Oracle Corporation
When: Jun 26, 2017, Monday Session 4 , 3:15 pm - 4:15 pm
Room: Peony
Topic: EPM Business Content - Subtopic: Other EPM Business Content

summary to come

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Why IoT and Big Data Need Data Relationship Management
Greg Briscoe , Razza Solutions
When: Jun 28, 2017, Wednesday Session 14 , 1:45 pm - 2:45 pm
Room: Peony
Topic: EPM Business Content - Subtopic: Other EPM Business Content

The Internet of Things (IoT) is expected to offer advanced connectivity of many different kinds of devices, systems, and services that go well beyond just machine-to-machine (M2M) communications. IoT covers a variety of communication protocols, industry domains, and business applications. The interconnection of these devices and other smart objects is expected to make an impact in automation and integration for almost all types of business. Both the private and public sector will benefit from the IoT, and we should see further enabling of more advanced decision-making applications.

In this session, we will learn how Oracle's Data Relationship Management can help you transform and report on the large volume and velocity of data that is streaming through the IoT into the enterprise. This is big data, and we will help you understand how and why Data Relationship Management is a critical part of making data collected from IoT useful.

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Trends and Hot Topics in Finance for the EPM Professional
When: Jun 28, 2017, Wednesday Session 12 , 9:45 am - 10:45 am
Room: Cibolo Canyon 2/3/4
Topic: EPM Business Content - Subtopic: EPM Budgeting and Planning Processes

According to CFO Magazine, “As much as technology influences the CFO role today, it may define the job in five years.” The office of the CFO has been accused of lagging behind other functional areas in leveraging technology and innovation in their operations. This session will focus on the trends and innovations, specifically in FP&A, and how technology can be an enabler to your client or company becoming a leading finance organization. Hot topics in FP&A will be covered, including drivers, predictive analytics/machine learning, role-based reporting, visualizations, and zero-based budgeting.

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Did You Know Your Local Grocer Uses Essbase?
When: Jun 27, 2017, Tuesday Session 9, 3:30 pm - 4:30 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

Kroger is scaling Oracle Hyperion Essbase to 25,000 users and putting timely data in the hands of the tactical resources in thousands of stores. Stores can drill through to invoices, write back their labor estimates, and manage allocation factors that are critical to corporate through the Dodeca interface.

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Unbiased Comparison: Evaluating All Deployment Options for Hyperion EPM – SaaS vs. IaaS vs. On-Prem
Eric Helmer , Mercury Technology Group
When: Jun 26, 2017, Monday Session 5 , 4:45 pm - 5:45 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

Today, the word "cloud" is everywhere, and it's causing a lot of confusion. Software as a Service (SaaS), Infrastructure as a Service (IaaS), and Platform as a Service (PaaS) are completely different solutions but are all considered "cloud."

This session will compare and contrast the different available options Oracle customers have to deploy Oracle EPM. It will break down all Oracle's cloud offerings, IaaS, third-party hosting, traditional on-premise deployments including Exalytics, and hybrid approaches.

This session will read between all marketing lines and discuss what’s possible and what’s a bit overstated. It will cover differences in functionality, data integration, security, flexibility, and scalability. Finally, we will evaluate the differences in costs, including hardware, software licensing, and ongoing maintenance.

If you are looking to make a decision on how best to deploy, upgrade, or outsource Oracle EPM this is a don’t miss session.

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Hybrid Cloud: A Solution for a Business Problem
Paul Hoch , TopDown Consulting
Co-presenter(s): Steven Davis, TopDown Consulting
When: Jun 28, 2017, Wednesday Session 11, 8:30 am - 9:30 am
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

Moving EPM applications to the cloud is the most significant market direction to date. The reality is that finance and IT teams don’t move as fast as the applications, which means companies need a solution that accommodates a mix of on-premise and cloud EPM applications (hybrid cloud). That solution is hybrid cloud.

A hybrid cloud implementation is not without its challenges, and because of this, companies find themselves asking, “What is the right approach, and how do I make sure all my applications are seamlessly integrated?” In this session, Paul Hoch and Steve Davis, TopDown Consulting principal architects, will answer this question. They will discuss:

• How cloud offers compelling value to EPM owners – e.g. beyond the obvious economic benefits
• How to successfully do a Hybrid implementation – i.e. strategy for companies to combine on-premise and cloud-based EPM systems
• Review implementation considerations to ensure a powerful “hybrid” deployment
• Integration and how it is critical to success
• Common pitfalls and how to avoid them
• Common scenarios where there is synergy for a “hybrid” deployment
• Real-world examples of companies that are using a hybrid approach – what’s working and what isn’t
• And more

This session is useful for anyone considering a hybrid approach or those already with a hybrid approach.

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Current Trends and Best Practices for Improving User Adoption and Productivity for EPM and BI
D.J. Hoelscher , Oracle Corporation
When: Jun 28, 2017, Wednesday Session 12 , 9:45 am - 10:45 am
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

In this session, we will cover the current trends in learning and best practices for user training, including similarities as well as differences between on-premise and cloud users. We will also discuss how to overcome potential challenges and associated risks with user adoption. In addition, the session will explore approaches to accelerating the development and deployment of effective user training by leveraging available development tools or guided learning approaches.
• User training best practices
• Cloud user adoption best practices
• User adoption challenges and risks
• End user training options
• Explore approaches to accelerate development and deployment of training

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GE’s EPM Shared Service Cattle Drive
Paul Husak , General Electric
When: Jun 28, 2017, Wednesday Session 15 , 3:00 pm - 4:00 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

See how GE organically built one of the largest EPM Shared Services teams. Long before building our Exalytics/Exadata PaaS supporting 500+ applications, our team had much to round up. Follow the journey west, dreaming under the stars of an EPM sky, building a vision, rustling businesses, corralling Oracle and multiple consultant teams, building platforms and processes, and growing to meet demand.

Join Paul Husak through the forming, storming, norming, and performing of EPM Shared Services for one of the world’s largest company’s. He will share the risks and rewards associated with building a center of excellence, from building an all-star team, dealing with multiple vendors, establishing processes, and absorbing new technology while keeping an eye on the Oracle Cloud.

Technologies highlighted include HFM, Planning, Essbase, CM, ARM, FDMEE, ODI, DRM, Automic, Accelatis, Exalytics, and Exadata.

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If You Build It, They Will Come: Transforming Our Close Process with Dashboard Reporting
Teresa Kress , Summit Materials
Co-presenter(s): Tiffany Briseno, Summit Materials
When: Jun 27, 2017, Tuesday Session 7 , 11:15 am - 12:15 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

Have you always dreamed of a dashboard reporting tool that had the slickest charts, graphs, and trend lines to visualize your company’s data? In your dream, was your executive team (yes even your CFO and CEO) using this tool on their tablets or mobile devices with ease, drilling and clicking through regions and business units without bugging you for answers? Were your analysts using this tool to input commentary explaining deviations, not in Excel but directly in this web-based tool? In this dream, were you hailed as a hero with confetti reigning down on you for actually making mobile dashboard reporting work at your company? Does this sound too good to be true? Come listen to how a couple accountants made this happen at Summit Materials in less than a few months’ time. No, really. Don’t believe us, come listen to how we mobile-enabled our HFM and Essbase data with CXO-Cockpit.

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Reexamining Project Management
Debra Lilley , Certus Solutions
Co-presenter(s): Ron Moore, TopDown Consulting
When: Jun 26, 2017, Monday Session 1 , 10:30 am - 11:30 am
Room: Peony
Topic: EPM Business Content - Subtopic: Other EPM Business Content

It’s a new world. Many or even most of our new projects are cloud. Agile is more and more prominent. Should cloud projects be managed differently than on-prem? Is Agile the future? This new world comes with lots of new questions.

Join us for a lively panel discussion as we reexamine our project management thinking and attempt to chart a new and improved course for the future.

We will discuss questions such as:
How has project management changed with the move to the cloud?
How well are our existing methods working and how can they be improved?
When is Agile the answer and why? When is it not?

Of course questions from the audience will be the most interesting and informative part.

Moderator:
Debra Lilley, Certus Solutions

Panel:
Ron Moore, TopDown Consulting
Jessica Cordova, ArcEPM
Kent Graziano, Snowflake Computing
Rhonda Brigham, Starbucks

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A Case Study: Implementing EPBCS at Children’s Health Colorado
Bill Mowle , Catholic Health Initiatives
Co-presenter(s): Tracy McMullen, interRel Consulting
When: Jun 26, 2017, Monday Session 2 , 11:45 am - 12:45 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM Budgeting and Planning Processes

Join us for this informative session where we will review our implementation of Enterprise Planning and Budgeting Cloud Service (EPBCS). Learn how we implemented the pre-built Financials framework of EPBCS in just weeks, implementing driver, and trend-based forecasting for the entire hospital along with initiative planning. We’ll demo our solution, show you what we used out of the box and what we customized, and share lessons learned when implementing EPBCS. We’ll also share how we integrated EPBCS Cloud data with on-premise Essbase and OBIEE. Don’t miss the success story of the first ever EPBCS implementation!

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Finding the Forest Among the Trees – Designing and Implementing an Analytic System
Michael Nader , Incorta Software
When: Jun 27, 2017, Tuesday Session 6 , 8:30 am - 9:30 am
Room: Peony
Topic: EPM Business Content - Subtopic: EPM/BI Strategies

Business Intelligence is about three things – analysis, access, and visibility. Increasingly, business analysts are demanding insight into ever-more detailed data. A well designed BI system should not just tell you what happened, but why it happened. It should help you find the needle in the haystack.

This session presents both a case study and tips and tricks around implementing an analytic system and strategy. During the session, participants will see live demonstrations of prototype environment as well as discuss design principles and implementation processes.

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Introducing Dimension Management Cloud Services (DMCS)
Robin Peel , Oracle Corporation
When: Jun 28, 2017, Wednesday Session 16 , 4:15 pm - 5:15 pm
Room: Peony
Topic: EPM Business Content - Subtopic: Other EPM Business Content

Oracle's Dimension Management Cloud Services (DMCS) is due to be released later in 2017. DMCS is a new application that builds upon the rich legacy of Oracle Data Relationship Management (DRM) for managing dimensions, hierarchies and reference data. This learning session will show you the core capabilities of DMCS, explain its new approach to data stewardship and hierarchy management, and will show you the differences and similarities between DMCS and DRM.
Goals:
· Understand the new capabilities and user interface of DMCS, including request visualization, tailored application views, application adaptors, and the new, flexible versioning model.
· Understand the differences and similarities between DRM and DMCS.

Session outline:
· Short overview of the capabilities and architecture of DMCS.
· Live demo of dimension maintenance in DMCS.
· Compare and contrast DMCS with DRM.

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Agile/Scrum, a New Way to Manage Your Project Development and Delivery
Michael Smith , TopDown Consulting
Co-presenter(s): Steven Densford, Starbucks
When: Jun 28, 2017, Wednesday Session 13, 11:15 am - 12:15 pm
Room: Peony
Topic: EPM Business Content - Subtopic: Other EPM Business Content

Scrum, one form of Agile software development, has been used successfully at Starbucks on many projects. Scrum and Agile Software Development are topics that continue to be discussed but very few people can actually put their real world experiences on display like we can. This session will look at the process from the initial design discussions through the development of the product backlog and on into the bi-weekly sprints for development. The key roles will be discussed which include the Scrum Master, Product Owner, and team members (developers). Some tools will be discussed, as well. Our team has found ways to adapt our past experiences successfully into Scrum and make it successful. It's not all roses, we will also share our challenges with Scrum and how we have overcome them.

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Predictions and Seeing the Future Clearly: Tales from the Trenches of Advanced Analytics in Finance, Marketing, and Operations
Tim Vlamis , Vlamis Software Solutions
When: Jun 27, 2017, Tuesday Session 10 , 4:45 pm - 5:45 pm
Room: Peony
Topic: EPM Business Content - Subtopic: EPM Case Studies

Everyone wants to integrate data mining and predictive analytics into their finance and business processes, but how do you set yourself up for success when your team members aren’t experts in data science or predictive analytics and you’re loathe to send your data to an outside firm? Through an exploration of real-world case studies, we’ll share best practices for getting started with Oracle Data Mining and Oracle R Enterprise and compare it with the predictive analytics capabilities in Oracle Business Intelligence. We’ll review the basics of adaptive machine learning algorithms and offer a simple way to understand what they are doing. We’ll cover how to identify projects with the highest ROIs and how to properly scope projects according to where you are on the analytics maturity curve. We’ll discuss standing up sand box instances versus leveraging the cloud and also cover the trade-offs for finance versus marketing versus logistics/operations data science projects. Bring your questions and concerns, your best ideas for potential projects, and be ready for a highly interactive, informative session.

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