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