future of epm · •drm for epm and integrates with other tools well technical governance...

Future of EPMA Journey in understanding all the choices you have -Cloud, On-premise and other Technologies

Alex Ladd, CEO

MindStream Analytics

Today’s Agenda

• Introduction to MindStream

• What Analysts say is happening in EPM

• What we hear our customers asking vendors

• What we don’t hear our customers asking?

• Audience Poll

• Overview of the Landscape

• Cloud vs On-Premise

│Page 3

About Mindstream Analytics

Local presence. Global reach

• Specialize in the implementation

and support of best of breed EPM,

BI, and Data Analytics solutions.

• Dedicated Oracle Hyperion Practice

• Expertise across all verticals

• Credentialed Compass Project

Management Methodology

• Headquarters: Boston, MA

• Consultants US based

• Average Client size - $5B

• Business Analytics Support Alliance

– 24x7

o Technical and Function support to

systemically improve performance

of Hyperion applications

o 30+ Global Managed Services

team members

• Cloud Solutions - Planning Xtream,

Consolidation Xtream

• Managed Services

• Specialized | Certified

o Oracle Gold Partner Hyperion

Specialization

o Oracle EPM Cloud Certified

o SOC 2 (SSAE 16) Compliant

Cost effective,

Innovative solutions

EPM LANDSCAPE ‘What they say...the analyst’

Analyst Reports: Gartner, Forrester, Ventana, BPM and more

All of these reports reveal…

• Lots of Software providers out there today

• Conflicting messaging about who can do

what and who still needs improvement

• On-Premise or Cloud - what is truly best for

your organization

• Pro’s and Con’s with known named software

providers shifting focus an revenue of on-

premise platforms to SaaS

• Concerns or perceived risk with new

emerging technology providers

Tip: When using analyst reports to help evaluate make sure the criteria aligns with your needs & evaluation.

Forrester 2016 Gartner 2017

AB

ILIT

Y T

O E

XEC

UTE

COMPLETENESS OF VISION

When evaluating EPM solution keep this in mind.

• Integration Capabilities

• Scalability Capabilities

• Delivery Mode

• Usability, Accessibility and Reliability

• Support

• Functionality

│Page 7

EPM SOLUTIONS‘What our customers ask us and software vendors’

Customers are asking about…

• Predictive Analytics

• Data Cohesion

• Performance

• Modeling, What-if

• Story Telling (Annotations, Guided Reporting)

• Traceability & Process Flow

│Page 9

EPM SOLUTIONS‘What we’re NOT hearing our customer asking about’

Is this on the cloud?(Actually, IT asks this)

│Page 11

WHAT’S IMPORTANT‘What are YOU asking?’

Audience Poll• Do you have a forward roadmap for EPM?

• Do you want to migrate to the Cloud?

• Do you want to upgrade your software? (You

can say yes even if you are on 11.1.2.4)

• Have you upgraded your EPM process

recently?

• Are you planning on evaluating new vendors

prior to moving to the cloud?

• Are you using Predictive Analytics in your

forecasting?

• If not, would you like to?

│Page 13

EPM SOFTWARE SOLUTIONS‘Options, Options, Options....which one is right for your organization?’

Anaplan

│Page 15

Website: www.anaplan.com

Anaplan is the enterprise planning cloud.

Anaplan brings together an unrivaled planning and

modeling engine, collaboration in the cloud, and a

simple interface for business users. Anaplan

customers can choose from over 100 pre-built

planning apps from the Anaplan App Hub, or easily

build their own apps.

Anaplan is a privately held company, headquartered

in San Francisco, CA with global offices on four

continents.

Anaplan Customers

Customer testimonials available to view on

the Anaplan website.

www.anaplan.com

Build your own app’sSolve any challenge by building your own app—

from modeling and predicting, to planning and

forecasting.

Not only did we want the Anaplan experience to

be immediate and responsive, we wanted it to be

easy for anyone to create, maintain, and change

an app. With Anaplan, there’s no complicated

scripting language required to build a planning

application—just simple formulas expressing

dependencies.

With the platform’s open data model, you can

simply construct whatever combination of

dimensions you need.

More app’s to view at

www.anaplan.com

Natural Language Formulas

Anaplan Features Highlights

• In Memory speed

• Natural Language Formulas

• Easy to develop applications

• Cloud Computing power

• Open Workflow

• Data Sharing between models

│Page 20

Natural Language Formulas

Minimalist Layout is easy to follow

Analysts can create Apps

Fast

Real Time

CONSPROS

Metadata management

Ease of App creation has downside

Scalability

Formulas are all member based

IT Governance issues

OneStream

OneStream is an EPM Platform that allows you to

build Planning, Consolidations and other EPM

activities into a single platform.

OneStream can be on premise or in the cloud.

Unique functionalities like Extensible dimensions

and a single platform to share data make

OneStream and interesting solution for

organizations familiar with HFM. OneStream also

has an app store and includes many applications.

OneStream is a privately held company,

headquartered in Rochester, MI.

OneStream Customers

Unified Platform

Technology Extensible Dimensionality

Guided ReportingFish Market apps such as Guided

Reporting can be wired into

application in minutes

Integrated reporting with

drill-down into source

systems (e.g. Financial

Force)

Variance explanations can be reported on

MACHINE LEARNING 123

End-to-End Solution for Machine Learning Experiment Development

Data Preparation Data Preparation, Experiment Mgmt., & Econometric Blending

Data Science Machine Learning Algorithm Development

Deployment Guided Execution of ML Experiments Using Workflow

1 OneStream

Data Preparation

Experiment Management

2 Microsoft

Machine Learning Studio

Data Science

3 OneStream

Workflow Deployment

Guided Analysis

Leverage OneStream Data Integration Engine & Connectivity.

Manage and validate ML Experiment Definitions and Data

Blend Econometric Data for into Rich Feature Sets

Interact directly with the Microsoft Azure ML Studio engine.

OneStream Data Preparation Workflow

• Deploy ML Experiments to end users as a OneStream XF Workflow.

• Evaluate ML Experiment results with OneStream analytic models.

• Adjust ML Model results for anomalies identified by business analyst.

• Retrain ML Models based on Analyst input.

OneStream Deployment

Extensible Dimensionality

Guided Reports

One Platform – Data Cohesion

Predictive Modeling Strategy

CONSPROS

Small Company

Platform – SQL & Silverlight (con to some people)

Interoperability of Metadata

Management with larger master

data systems needs improvement

CLOUD vs ON-PREMISE‘What to do, what to do’

Oracle 2016

Feedback

from 200

organizations

surveyed

Oracle Cloud Services

Common Objections to Cloud

• Security – Is it secure?

• Uptime – Will it really be up?

• No control of patching – What if I don’t want a

patch now?

• Compliance

• Support Responsiveness

Go Cloud

• New Functionality

• R&D Budget is almost all in

cloud

• No Upgrades

• No Hardware and it’s Exalytics

• Performance

• Scalability

• No need to manage it

• Still Hyperion and all it’s great

functionality

│Page 37

• Existing Investment

• Control of Environment

• Existing footprint and

processes

• Essbase connection to

Planning Cubes

• Data Integration

• Currently easier to share data

on premise

• Support Responsiveness

• Oracle is still learning to be a

cloud provider

Stay On-Premise

Managed Services

• Address some of the reasons to move to the cloud

• No need to manage

• Performance

• Upgrades can be included

• Scalability

• Still can be a Cloud option

• Can be more responsive support – and customized for your business needs

Oracle Cloud vs. On Premise Who’s Ready?

EXAMPLE 1

• Single Planning application

• Complex Business Rules

COMPLEX BUSINESS RULES

PLANNING

EXAMPLE 2

• One Planning Application

• Multiple Essbase Applications

• Lot’s of Smart View

SMART VIEWESSBASE

EXAMPLE 3• One HFM Application

• 2 Planning Applications

• 8 Essbase Cubes

• Lots of smart view

• Lots of data sharing between applications

PLANNING HFM

SMART VIEWESSBASE

EXAMPLE 4

• Complex HFM Application

• Multiple Essbase apps by business unit

ESSBASE

HFM

BUSINESS UNITS

Oracle Cloud Readiness ChartOracle Cloud

HFM (FCCS)• Good for simple consolidations, still not full parity on premise version. Current plan is to

have full parity in the fall. (That’s what they said last year)

Planning (PBCS)• Works well, added functionality over on premise which are improvements• No Essbase connection to Planning cubes

Enterprise Planning• Works Well, added functionality• Added Long Term module which is a great concept• Some prebuilt stuff not what you want or need

Account Reconciliation Cloud Service (ARCS)

• Account Matching released but needs improvement

Essbase • Essbase on the Cloud is cool, pairing with BICS and visualizer is great

Data Integration• FDMEE can talk to all data sources, on prem and cloud• No inter-pod connections so if you want to share data between PBCS and OACS you

need to download and re-upload.

How can we pick a path through all the noise?

Focus on what functionality you really want and what is important to your organization?

What tool is going to provide you with the best solution to meet your needs?

FINAL THOUGHTS

Anaplan, OneStream and Oracle –Current Discussions

Anaplan OneStream Oracle Cloud

Predictive Analytics • Has released some • Unified, comprehensive strategy • Tools, no real strategy

Data Cohesion • Difficult • Excellent• When inter-pod communication comes but

not good now

Performance • Trouble Scaling • Can Scale• Can Scale, but may require multiple apps or

cubes

Modeling • Excellent • Good • Good

Story Telling• Free Form

development leaves Story telling open

• Guided Reporting• Reporting on Annotations

• Lots of dashboards• Lots of Annotation strategies but none are

clear favorite

Traceability/Process • Limited Workflow • Good workflow processes • Good workflow processes

Anaplan, OneStream and Oracle – Past Functionality

Anaplan OneStream Oracle Cloud

Data Governance• No Good MDM type

tool nor governance

• Has internal tool for MDM but not friendly with other MDM tools

• DRM for EPM and integrates with other tools well

Technical Governance• Lacking good

promotion capabilities• Good promotion capabilities

• LCM has given excellent promotioncapabilities

Ad-hoc Analysis• Dash boarding• Not great ad-hoc

• Good• Smart View is a step down from the Add-in,

but still strong

Questions & Thoughts?

Alex Laddaladd@mindstreamanalytics.com

www.mindstreamanalytics.com