WE HAD A BLAST!HOPE YOU HAD FUN TOO.

THANKS FOR COMING OUT.…and remember to continue spinning cubes!

Other ideas

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Professional Results Superior Value

Corporate Financial Reporting& Planning Solutions

WHY FINANCE AND IT LOVE

HYPERION IN THECLOUD28.06.2016

Who are we?

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Alex Leung, CPA, CA15+ years in Business Intelligence and Performance Management technologiesProfessional Bean CounterCloud gazer from childhood

Greg Beaton10 years in Hyperion & FP&APlanning / Essbase / PBCS Oracle CertifiedBackground in Accounting and Computer ScienceStarted own BBS at the age of 12

We are The Goal Getters

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As the largest Canadian Hyperion Service Provider, TGG is an Oracle Gold Partner with a 20+ year proven track-record in Enterprise

Performance Management (EPM) solution delivery and support.Strength in Numbers: 20+ years specialized in Oracle Hyperion 20+ EPM professionals across North America 50+ clients (from $50M to $50B in revenue) 100+ combined years of Hyperion experienceProduct Knowledge Depth: Hyperion Financial Management (HFM) Hyperion Tax Provision (HTP) Hyperion Planning / Essbase (HP) Hyperion Enterprise (HE) Financial Data Quality Management (FDMEE) Data Relationship Manager (DRM) Planning Budgeting Cloud Services (PBCS)

Breadth in Industries:• Real Estate• Mining • Oil & Gas• Energy• Communications• Financial Services• Manufacturing• Public Sector

TGG Services EcosystemOur services span the full lifecycle and needs of your EPM platform:

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BCP / DRP Performance Scaling P2C / C2P Day Zero Build Utility Pricing

Excel Batch Loader Journal Batch Processor Rounding ICP Analysis Tool Data Extractor

Hyperion Support Value For Money Scale / Flexibility Lower Hyperion TCO

Design & Implement Train & Educate Software Licensing Re-design Tactical Troubleshoot Tech-Check

EPM MSOEPM MSOEPM CLOUD

CONNECTEPM CLOUD

CONNECT TGG TOOLSTGG TOOLSCONSULTINGCONSULTING

EPM Strategy Software Licensing Design & Implement Host Support & Enhance

Hyperion and the Cloud – Agenda

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What is the Cloud?Hyperion in the Cloud?Why Finance Loves the CloudWhy IT Loves the CloudCase Study: Journey to the CloudOracle’s Cloud roadmap

What is the “Cloud”?

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The Cloud is probably one of the most misused marketing terms. For Technology, it generally means:

• Not bound by physical hardware / resource pooling• Rapid elasticity / scaled within minutes• Broadly available / On-demand• Measured Service / Pay-For-Use

The Cloud Continuum

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Private(On-Premise)

Dedicated(Managed Hosting)

Infrastructure(As-A-Service)

Platform(As-A-Service)

Software(As-A-Service)

Cloud Trivia – True or False?

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Virtualization is Cloud Computing Cloud can only be sourced externally Cloud offers the lowest cost Clouds are not secure Clouds are out of your control

Hyperion in the Cloud

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Private(On-Premise)

Dedicated(Managed Hosting)

Infrastructure(As-A-Service)

Platform(As-A-Service) Software

(As-A-Service)

Hyperion installed on rented racks

but fully managed in-

house

Hyperion is installed and

fully managed in-

house

|------------------|Hyperion Software

Subscription “SaaS”

e.g., PBCS

Hyperion Hosting“PaaS”

Hyperion installed on

cloud architecture, application

managed in-house

Cloud S/WHyperion (on-premise software)|-------------------------------------------------------------------------|

Hyperion on SaaS

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• Hyperion Software-As-A-Service (SaaS)• Software subscription (charge per user per application)• Simplified administration for finance end-users to manage• Quick to set up / roll-out / readily scalable• Regularly scheduled upgrades by Oracle (latest and greatest)• Little control over underlying infrastructure• Aligned with Oracle’s strategic priorities

• Oracle Hyperion EPM SaaS offering:• Planning Budgeting Cloud Services (PBCS)• Enterprise Performance Reporting Cloud Services (EPRCS)• Enterprise Planning Budgeting Cloud Services (EPBCS)• Financial Consolidation & Close Cloud Services (FCCS)• …more to come

Hyperion on IaaS

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• Infrastructure as a Service (IaaS) – “Cloud” Infrastructure• Virtual Private Cloud / Public Cloud (external) • Massive farm of connected servers as a pooled computing resource• “Virtualization” layer seamlessly connects physical hardware• “Cloud Services” enabled to provide:

• Rapid elasticity / scaled within minutes• Broadly available / On-demand• Measured Service / Pay-For-Use

• Full Application Control• You own Hyperion software license and are responsible to install, manage, and

maintain• IaaS provider not versed in Hyperion technology

Hyperion PaaS

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• Hyperion in Platform-As-A-Service (H-PaaS)• You retain ownership of Hyperion software license (flexibility to migrate)• Professionally installed and maintained on a certified security infrastructure• Runs within a Virtual Private Cloud (“VPC”) / firewalled extension of your network• Full on-premise versions of Hyperion (e.g., HFM, HP, Essbase, FCM, ARM, etc.)• Quick to set up / roll-out / readily scalable• Influence over underlying infrastructure (rapid elasticity / scaled within minutes)• You dictate the upgrade schedule• Measured Service / Pay-For-Use (except software license)• Software and infrastructure managed by Hyperion versed professionals

• ‘Hyperion Hosting’ Providers (google results):

Summary comparison slide

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Criteria On-Premise / IaaS PaaS SaaSSoftware License / Cost

Own Own Rent

Infrastructure Cost Own / Rent Rent N/AHyperion Expertise Typically Minimal Experts ExpertsScalability Limited / Flexible Flexible Vendor ControlledRollout Speed Few Weeks Within 5 Days ImmediateSecurity Firewall Firewall Public InternetCapEx/OpEx Fixed / Utility OpEx / Utility OpEx / By UserUpgrade Schedule Client Controlled Client Controlled Vendor Driven

Why would Finance and IT love the Cloud?

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Why Finance loves Hyperion in the cloud

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• Empowers the end-users / less reliance on scarce IT resources• Better financial visibility• Utility Pricing / proactively manage Total Cost of Ownership• More time to focus on continuous improvement• Better technical support (provided by Hyperion SME’s)• Less downtime (due to maintenance release, integration patches, hardware

upgrades, data center outages)• ROI – you pay for only what you need and scale as you grow

Why IT loves Hyperion in the cloud

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• No upfront commitment for capacity planning• Greater technical agility (‘luke warm’ disaster recovery sites, no idle servers for

non production environments)• Arguably better security (providers continually improve security / Fortune 100

data center grade)• More autonomous from in-house technical standards needed to support software• Minimal impact on operational capacity planning (ongoing)• More conducive to Agile development cycles• Shift from traditional role of IT Administrators to Cloud Service Managers• Hardware resilience (provider manages refreshing hardware seamlessly)• Less internal resources to train on specific system(s)

15 Reasons to Move Financeto the Cloud now

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According to Karen dela Torre (frequent Forbes Author & 10 year + Oracle veteran)Digital Transformation

1. Operating model shift2. Subscription billing3. Mobile enablement and social collaboration4. Revenue management

Confident Growth5. Global expansion6. Mergers and Acquisitions7. New market entry8. Scale and hyper-growth9. Going public

Operational Efficiency10. Unify data11. Avoid on-premiseupgrades12. Support Shared Services13. Avoid infrastructure spend14. Rationalize tools15. Improved security

Summary Considerations of the Cloud

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• Reliance upon in-house expertise versus on third parties• Cost flexibility versus variability• Tried and proven versus emerging and developing• Stable steady growth versus dynamic rapid expansion / contraction• Well established internal fortitude

Microsoft Azure Cloud Case Studies For PCL Construction, Canada’s largest

contracting company, cloud computing is a core tenant of their business technology strategy. The world-class security that the Microsoft Trusted Cloud offers was key differentiator that helped them choose Azure, Office 365, and Dynamics OL. The cloud has transformed their business and allows them to focus on innovation and enhanced efficiency rather than the backend process. The result -

faster time to market, agility, and less operational overhead with over 80% cost savings since moving to Azure.

“Microsoft Azure cloud gives us the high-performance infrastructure we need to handle major fluctuations in traffic and demand for a majority of our media websites and we get all of the compute capacity we need, when we need it, and only pay for what we use,”- Richard Roy, Vice President of IT and Chief Technology Officer, Quebecor.

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Microsoft Azure Cloud Case Studies "Moving our high performance computing

needs to Microsoft Azure has not only given us access to a reliable, scalable and secure infrastructure environment, it has significantly reduced our peak quarter end processing times and materially reduced our fixed operating costs since we now only pay for what we use,“- Jon Bradbury, SVP Valuation Systems Transformation, Manulife

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Oracle Cloud Case Studies Used Oracle Cloud as lever to facilitate

growth Client had limited IT resources to support on-

premise system Client had limited CapEx resources PBCS allowed client to shift more time

towards analysis as opposed to KTLO, preparation, and version control over models.

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Frontera Consulting is a leading provider of business and technology consulting services to organizations ranging from midsize to Fortune 500 companies.Frontera chose Oracle Cloud for its native, real-time intelligence; best-of-breed reporting capabilities; and open-standards-based platform because it would increase business agility.“Oracle’s virtual-tenancy architecture provides additional security through a dedicated virtual machine. It also gives us the flexibility to deploy patches and upgrades at our convenience, rather than at a time determined by the software vendor.”

AWS Cloud Case Studies Bristol-Myers Squibb (BMS) is a global

biopharmaceutical company committed to discovering, developing and delivering innovative medicines that help patients prevail over serious diseases. BMS used AWS to build a secure, self-provisioning portal for hosting research so scientists can run clinical trial simulations on-demand while BMS is able to establish rules that keep compute costs low. Running simulations 98% faster has led to more efficient and less costly clinical trials and better conditions for patients.

Pfizer, Inc. focuses on the discovery, development, and manufacturing of medicines for people and animals.

Pfizer’s high performance computing (HPC) software and systems for worldwide research and development (WRD) support large-scale data analysis, research projects, clinical analytics, and modeling leveraged Amazon Virtual Private Cloud (Amazon VPC).

Amazon VPC was a unique option that offered an additional level of security and an ability to integrate with other aspects of their infrastructure.24

AWS Global Infrastructure (2016)

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The Cloud is only getting bigger, better, and faster.

Key Themes from Cloud Case Studies

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Case Study: Journey to the Cloud

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How the journey began … back in 2014Industry: Financial Institution / Services operating across the globeSeeking: Financial Planning and Analysis SolutionOriginal State: Heavily reliant on myriad of Excel worksheets and flat file dumps from GL Needed to shorten cycle / evolve FP&A methods for enhanced analytics Limited IT bandwidth (95% focused on KTLO for core operation solutions) Pre-existing in-house Hyperion application knowledge but lack of in-house technical

administration and infrastructure maintenance knowledge** Narrowed down to Hyperion Planning **

How? PBCS, On-Premise, or PaaS

Round 1: Product Support

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Evaluation Criteria PaaS On-Premise PBCSProduct Maturity Mature Mature EmergingPeer Community Support Extensive Extensive MinimalOracle Support Yes Yes YesOracle Partner Network Support Yes Yes Limited but

GrowingVelocity of Vendor Enhancements 18 to 24 Months 18 to 24 Months Every 6 Months

Round Winner: Tie between PaaS and On Premise

Round 2: Security

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Evaluation Criteria PaaS On-Premise PBCSSecurity (LDAP integration) Yes Yes EmergingUser Access Security Within Firewall Within Firewall Public InternetSSAE16 / SOC 1 / SOC 2 Yes N/A YesInfrastructure Architecture Virtual Private

CloudIn-House Oracle Public

CloudVulnerability / Penetration Test Option

Yes Yes No

Round Winner: On Premise with PaaS near second

Round 3: Technical Agility

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Evaluation Criteria PaaS On-Premise PBCSInfrastructure Scaling Very Flexible and

RobustFootprintLimitation

VendorControlled

Infrastructure Readiness Lead-Time Within 5 days 2 months ImmediateFunctional Capabilities No limit No limit LimitationsFunctionality Scaling (e.g., Workforce Planning, etc.)

Build or Buy Build or Buy Build Only (2016+: EPBCS)

Integration Capabilities No Limit No Limit Mostly Flat Files(New Options in 11.1.2.4.200)

Round Winner: PaaS

Round 4: Total Cost of Ownership

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Evaluation Criteria PaaS On-Premise PBCSSoftware Licensing Traditional Traditional SubscriptionSoftware Cost Scaling By User By User By User by

ApplicationInfrastructure Operating / Replacement Cost

Utility Pricing Capital Cost + 3 Year Refresh CycleIn-house Resources

N/A

Round Winner: Tie between PBCS and PaaS

Case Study: Journey to the Cloud (cont’d)

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And the winner …

PaaSSummary Rationale: Met stringent security requirements Shortest lead-time to roll-out (minimal infrastructure resources required) Utility Pricing (note: recently reduced infrastructure burn rate by 30%) Single vendor to manage Hyperion infrastructure and application layer Tighter integration with source systems

EPM CLOUD CONNECT ARCHITECTURE

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VPC contents

clnt-dev1-w01a

instance contents

App Server:Planning, WLS

instance contents

Data Server:Essbase

instance contents

RDBMS:MS SQL Std

clnt-dev1-a01a

clnt-dev1-a02a

clnt-dev1-d01a

VPC peering

instance contentsDNS Serverclnt-zulu-n01aVPC contents

Training lab

TGG Support

Client Environments

instance contents

EPMCC.NETDomain Controller

instance contentsTerminal Server

instance contentsWindows Update Manager

instance contentsAnit-Virus Mgr

Internet gateway`

instances

Prod environment

instancesThird environment

virtual private gateway customer gateway

Client Corporate Network

virtual private gatewaycustomer gateway

TGG OfficesEPM Cloud Connect on Amazon AWSTypical Network Diagram

(Components for Planning applications)

Dev Environment

Networking

instance contents

Web/App Server:Workspace, SS,EPMA, CALC, FR,EAS, EPS, OHS, WLS

TGG environments

EPM CLOUD CONNECT DR SCHEMA

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PRIMARY REGION

TGG Support VPCinstances

Client VPC

instances

BACKUP REGION

TGG Support VPCinstances

Client VPC

instances

Amazon EBS snapshot snapshot Amazon EBS

Daily TransfersDaily On Demand

Normal VPN

Normal VPN

DR VPN

DR VPN

Replicated standby environment that can be restored within hours, not days.

Seamless cut-over for end-users

Cloud Trivia – True or False?

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Cloud Computing extends virtualization Cloud can be in-house and/or sourced Cloud can be the lowest cost Clouds are secure Clouds can be controlled

Oracle’s Cloud Roadmap for Hyperion

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Already Available:• Planning Budgeting Cloud Services (PBCS)• Enterprise Performance Reporting Cloud Services (EPRCS)• Enterprise Planning Budgeting Cloud Services (EPBCS)• Financial Consolidation & Close Cloud Services (FCCS)Coming Soon:• Tax Provisioning Cloud Services (TPCS)• Profitability and Cost Management Cloud Services (PCMCS) • Account Reconciliation Cloud Service (ARCS)• Essbase Cloud Service (EssCS)• Data Management Cloud Services (DMCS)• FDMEE in the Cloud

Questions?

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Alex Leung, CPA, CAalex@goalgetters.com

Greg Beatongregb@goalgetters.com

Aart Van Gochaart@goalgetters.com

Where to Find us?

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Steps away from the Social Media Booth

Other ideas

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