#oow16 - •get started with financial reporting compliance and advanced financial controls

Copyright copy 2016 Oracle andor its affiliates All rights reserved

Get Started with Financial Reporting Compliance amp Advanced Financial Controls OpenWorld 2016


Get Started with Financial Reporting Compliance amp Advanced Financial Controls

Learn

Oraclersquos step-by-step approach for getting started with Risk Cloud

Best practices for planning implementing and sustaining your automation

More insights from Oraclersquos experts

Get answers to your questions in live QampA


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 Oraclersquos products remains at the sole discretion of Oracle

3


Agenda

Panelist Introductions

Get Started

Panelist QampA

More Resources

1

2

3

4

4


Session Speakers

Panelists

ndash Joel Alvarado Cloud Customer Success Specialist Oracle Global Customer Programs

ndash Abimani Peiris Principal Technical Support Engineer Oracle Support

ndash Lakshmi Rajamohan Principal Product Strategy Manager Oracle Product Development

Moderator

ndash Barry Greenhut Director Product Strategy Oracle Product Development

5


Agenda


Get Started

Context

Panelist QampA

More Resources

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2

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Copyright copy 2016 Oracle andor its affiliates All rights reserved Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Financial Reporting Compliance Cloud Service Streamline Internal Controls Processes

Complete Assessments

Remediate amp Certify Controls

Document Risks amp Controls Matrix

Define amp Review Audit Test Plans

Enforce Manual Controls

10


Advanced Financial Controls Cloud Service Protect Against Fraud Error and Policy Violations

Manage Exceptions

Continuous Monitoring

Configure Best Practice Controls

Author New Audit Rules amp Algorithms

11

Link Results to Business Risks Link Results to Business Risks

Stop High Risk Transactions Identical Expenses Split Purchase Orders Duplicate Invoices Unusual Invoice Amt Unauthorized Spend Blocked Suppliers User Creates Supplier amp

Pays invoice


Advanced Access Controls Cloud Service Restrict Unauthorized Access amp Automate SoD Analysis

Manage Exceptions amp Simulate Changes

Link Results to Business Risks

Automate User Security Analysis

Deploy Pre-Built SoD Controls

Author New Access Rules amp Policies

12


Risk Cloud Sessions ndash Recap

13

bull Risk Cloud Strategy

bull Introductions to each cloud service

bull Best Practice for Financial Reporting Compliance Advanced Financial Controls

bull Get Started with Risk Cloud

Arturo Martiacutenez del

Campo Saucedo

Corporate Chief Financial Officer

Grupo Posadas SAB de CV

LEADERSHIP IN FINANCE

LATIN AMERICA - CLOUD

2016

Best Practice Adopter

First Adopter of Risk Cloud


Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15


Get Started ndash Step-by-Step

16

Review Get Started

Understand Best Practice

Process

Team up with a Go-to Partner

Get Training

Implement Best Practice

Process

Review Risk Management Cloud Get Started in MOS (Doc Id 21205571 )

Review Risk Management Best

Practices

Contact your Oracle Success Manager for list of Go-to Partners

Complete Prerequisite training courses listed

in Get Started

Implement Oracle Best Practice Process



17



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Get Started ndash Oracle Support Note

Risk Cloud Landing Page 21168662

Get Started with your Implementation 21205571

18

Take the shortest route to success with this must-have advice



19



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Oraclersquos Best Practice Processes amp Solutions

Best Practice Processes

ndash Goals bull Automate and streamline internal control processes

bull Find and remediate fraud error and policy violations in Financials Cloud

ndash Method

bull Use Financial Reporting Compliance to document risks and controls manage assessments and generate certification documentation

bull Use Advanced Financial Controls to detect unusual transactions and manage remediation

ndash Context

bull Needed by Financials Cloud subscribers

bull Foundation for all other advanced control activities

Best Practice Solutions

ndash Prescribes steps to configure and use Risk Cloud services

ndash Basis of Oracle University and partner training courses

Benefits

ndash Fastest implementation and go-live

ndash Maximum ROI

ndash Minimum project risk and effort

ndash Minimum ongoing cost of operation

20

Based on our experiences with customers over the past decade and collaborations with audit and compliance experts


Best Practice Process Financial Reporting Compliance

21

All subscribers start by automating this process

Document Risks amp Controls

Assess Control Effectiveness

Address Issues

Publish Certification

Keep risk-control matrix up to date and complete

Perform assessments periodically and on demand

View effectiveness documentation in real-time

Keep control designs and assessment plans up to date

Review and remediate issues identified by assessments

Reassess to verify effectiveness

Report assessment results to managers auditors

Review Best Practice for Financial Reporting Compliance for details

Copyright copy 2016 Oracle andor its affiliates All rights reserved 22

Best Practice Process Advanced Financial Controls

Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22

Create Models and assess results

Remediate unwanted transactions where feasible

Convert Models to Controls

Run Control Analysis periodically

Manage incidents - options

Remediate transactions

Adjust ERP configuration

Add compensating access controls

Report incident management results to

managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Go-To Partners

Success requires experience and expertise

ndash get both from our Go-To Partners

bull Guide process owners amp participants

through adoption of Best Practice Processes

bull Configure software for effective long-term

success Minimum cost of operation

Maximum flexibility to adapt to change

To learn more and get connected contact

your Oracle Success Manager

24



25



Practices


Complete Prerequisite training courses listed in Get

Started


Review Get Started


Process


Get Training


Process


Training and Guidance

bull Oracle University 1 Risk Cloud Training

bull Oracle Cloud Applications Security Overview

bull Related Oracle Financials Cloud Implementation I Implementation II

2 Other Prerequisite Training

bull Datasheets Release Readiness Demos and Videos

bull ERP Cloud Welcome Videos Oracle ERP Cloud Operations ndash Get Familiarized With Your Service

3 Additional Guidance

26



27



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Best Practice Solution Financial Reporting Compliance

1 Gather configuration

data

2 Perform Initial Setup and

Configuration

3 Prepare and Import data

4 Configure FRC roles and users

5 Add riskscontrols to

the object library

6 ReviewApprove risks and controls

7 Creates assessment

templates and plans Initiates

assessments

8 Assess controls

9 Create and address issues

identified during assessment

10 Reassess controls

11 Review assessment result

reports

28

Admin

Reviewer

Risk amp Control Owner

Assessor


Best Practice Solution Advanced Financial Controls

29

Admin

Internal Auditor

Business Analyst

Process Owner


data

2 Configure AFC (general roles

users)

3 Import Pre-built Models

4 Test amp Refine

Models

5 Review Results amp

Remediate

6 Define Advanced Controls

7 Schedule Sync amp Control Analysis

8 Review Incidents amp Remediate

9 Review Incident Reports


Implementation Considerations

30

Implementation Planning

bull Include Partner and Success Manager in your project team

bull Include your users during planning

bull Plan for design validation

bull Train your users

bull Plan for cloud operations

Go-Live Planning

bull Plan well in advance

bull Make go-live resources available

bull Plan go-live after training is completed

bull Service Administrator has completed necessary tasks

bull Understand Oraclersquos support resources

Sustaining and Growing

bull Make post go-live resources available

bull Plan for changing business needs


Implementation and Go-Live Planning Assets

Get Started Plan Your Solution

Use the Getting Started Checklist

Use the Go-Live Checklist

31


Your Path to Success Take the shortest and most cost-effective path to success

1 Get Started Learn how to plan and adopt then sustain through growth and change Watch this brief video | Explore the details

2 Team With a Go-To Partner Success requires experience and expertise - get both from our Go-To Partners To get connected contact your Oracle Customer Success Manager (Need a Success Manager Contact your Oracle Applications Sales Manager)

3 Implement Our Best Practice Process This business process and automation is the foundation of each implementation Watch this brief video | Explore the details

Once you have an implementation plan request a plan review from your Oracle Success Manager (available for a limited time)

32

Learn more in Customer Connect


Agenda


Get Started

Panelist QampA Joel Alvarado Oracle Global Customer Programs

Abimani Peiris Oracle Support

Lakshmi Rajamohan Oracle Product Development

More Resources

1

2

3

4

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Agenda


Get Started

Panelist QampA

More Resources

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Next Steps Take the shortest and most cost-effective path to success





36



Customer Connect

bull Learn how to get started with Risk Cloud

bull Get product news

bull Share ideas and ask questions about why when and how to use Risk Cloud

bull and more

37

httpsappsconnectoraclecomresources081926cc0a

Copyright copy 2016 Oracle andor its affiliates All rights reserved 38 38

Join our LinkedIn Group For the latest Updates and Presentations


For subscribers and partners

To Learn More

Cloud Portal Release Readiness User Documentation Modern Best Practice

Oracle University Success Managers Get Started Customer Connect

39


CSM ndash Customer Success Management

43

bullAdvocate bullEducate bullEvaluate bullEnable

Evolve


1 Engage Plan for

adoption understand KPIrsquos

Value Realization ndash Quarterly Business Review

3 REVIEW

4 IMPROVE

QBR Process Flow

3 Review Executive meeting to

understand ldquoas-isrdquo situation Develop strategic adoption plan aligned with business requirements

4 Improve FUP Implementation project plan

1 ENGAGE

2 Evaluate Initial diagnostic activities for

specific KPIrsquos

QUARTERLY BUSINESS REVIEW

2 EVALUATE

Designed for key- and end-business users


Establish Governance and Communication

Plan

bull Define Responsibilities

bull Establish formal communication paths

bull Foster Teambuilding

Adopt Modern Best Practices

bull Achieve consistently superior performance

bull Find new ways to support innovation and business growth

Ensure Continuous Learning

bull Self-motivated and voluntary

bull Create ldquoChampionsrdquo

Understand Data Security

bull Consider Risk Mitigation

bull Proof of capabilities

bull Breadth of experience

Main recommendations for adopting Cloud Solutions

47



Cloud Portals

Cloud Customer Portal

bull Manage your cloud services ndash uptime service levels usage statistics

Cloud Service Notification Portal

bull View service notifications such as outage notifications related to monthly updates

bull Create additional users for receiving notifications

62


75


Get Started with Financial Reporting Compliance amp Advanced Financial Controls

Learn

Oraclersquos step-by-step approach for getting started with Risk Cloud

Best practices for planning implementing and sustaining your automation

More insights from Oraclersquos experts

Get answers to your questions in live QampA




3


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

4


Session Speakers

Panelists




Moderator


5


Agenda


Get Started

Context

Panelist QampA

More Resources

1

2

3

4

9








10



Manage Exceptions




11



Pays invoice








12



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Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

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4

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16

Review Get Started


Process


Get Training


Process



Practices



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17



Practices



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Review Get Started


Process


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Process



Risk Cloud Landing 1168662


18




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Practices



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Review Get Started


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ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




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Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



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Process


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Go-To Partners










24



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Practices



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Practices



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Admin

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Admin

Internal Auditor

Business Analyst

Process Owner


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4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

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35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


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3


Agenda


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Session Speakers

Panelists




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Get Started

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10



Manage Exceptions




11



Pays invoice








12



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Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

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2

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4

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16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



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Review Get Started


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18




19



Practices



in Get Started


Review Get Started


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ndash Method



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Address Issues












Identify Unwanted

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Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



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Process


Get Training


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Go-To Partners










24



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Started


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26



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Practices



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Internal Auditor

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Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

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33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



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Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


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2

3

4

4


Session Speakers

Panelists




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5


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Context

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More Resources

1

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9








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Manage Exceptions




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Pays invoice








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2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



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Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


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Get Training


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18




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Practices



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Review Get Started


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ndash Method



ndash Context






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ndash Maximum ROI



20




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Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


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Go-To Partners










24



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26



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reports

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Process Owner


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Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

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1 ENGAGE


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2 EVALUATE




Plan















47



Cloud Portals






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Session Speakers

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Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


Process


Get Training


Process





18




19



Practices



in Get Started


Review Get Started


Process


Get Training


Process






ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




21




Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Go-To Partners










24



25



Practices



Started


Review Get Started


Process


Get Training


Process










26



27



Practices



in Get Started


Review Get Started


Process


Get Training


Process




data


Configuration




the object library




assessments

8 Assess controls





reports

28

Admin

Reviewer


Assessor



29

Admin

Internal Auditor

Business Analyst

Process Owner


data


users)


4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


75


Agenda


Get Started

Context

Panelist QampA

More Resources

1

2

3

4

9








10



Manage Exceptions




11



Pays invoice








12



13






Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


Process


Get Training


Process





18




19



Practices



in Get Started


Review Get Started


Process


Get Training


Process






ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




21




Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Go-To Partners










24



25



Practices



Started


Review Get Started


Process


Get Training


Process










26



27



Practices



in Get Started


Review Get Started


Process


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Process




data


Configuration




the object library




assessments

8 Assess controls





reports

28

Admin

Reviewer


Assessor



29

Admin

Internal Auditor

Business Analyst

Process Owner


data


users)


4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


75








10



Manage Exceptions




11



Pays invoice








12



13






Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


Process


Get Training


Process





18




19



Practices



in Get Started


Review Get Started


Process


Get Training


Process






ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




21




Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Go-To Partners










24



25



Practices



Started


Review Get Started


Process


Get Training


Process










26



27



Practices



in Get Started


Review Get Started


Process


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Process




data


Configuration




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reports

28

Admin

Reviewer


Assessor



29

Admin

Internal Auditor

Business Analyst

Process Owner


data


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4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


75



Manage Exceptions




11



Pays invoice








12



13






Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


Process


Get Training


Process





18




19



Practices



in Get Started


Review Get Started


Process


Get Training


Process






ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




21




Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Go-To Partners










24



25



Practices



Started


Review Get Started


Process


Get Training


Process










26



27



Practices



in Get Started


Review Get Started


Process


Get Training


Process




data


Configuration




the object library




assessments

8 Assess controls





reports

28

Admin

Reviewer


Assessor



29

Admin

Internal Auditor

Business Analyst

Process Owner


data


users)


4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


75








12



13






Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


Process


Get Training


Process





18




19



Practices



in Get Started


Review Get Started


Process


Get Training


Process






ndash Method



ndash Context






Benefits


ndash Maximum ROI



20




21




Address Issues












Identify Unwanted

Transactions

Deploy Controls

Address Issues

Report Results

22










managers auditors




23



Practices



in Get Started


Review Get Started


Process


Get Training


Process


Go-To Partners










24



25



Practices



Started


Review Get Started


Process


Get Training


Process










26



27



Practices



in Get Started


Review Get Started


Process


Get Training


Process




data


Configuration




the object library




assessments

8 Assess controls





reports

28

Admin

Reviewer


Assessor



29

Admin

Internal Auditor

Business Analyst

Process Owner


data


users)


4 Test amp Refine

Models


Remediate







30







Go-Live Planning














31







32



Agenda


Get Started




More Resources

1

2

3

4

33


Agenda


Get Started

Panelist QampA

More Resources

1

2

3

4

35







36



Customer Connect




bull and more

37






To Learn More



39



43


Evolve


1 Engage Plan for



3 REVIEW

4 IMPROVE

QBR Process Flow




1 ENGAGE


specific KPIrsquos


2 EVALUATE




Plan















47



Cloud Portals






62


75



13






Campo Saucedo





2016




Agenda


Get Started

Step-by-Step

Panelist QampA

More Resources

1

2

3

4

15



16

Review Get Started


Process


Get Training


Process



Practices



in Get Started




17



Practices



in Get Started


Review Get Started


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