A Cloud vs. On-Premise Comparison for Profitability: All You Need to Know

In a previous blog post, the history of Hyperion Profitability and Cost Management (HPCM) was discussed along with which modules made it to the Cloud. If you are after a more clear-cut comparison between Cloud and on-premise, the below table should fit the bill. Tables generally cannot provide all the needed context, yet they are, at times, the best starting point to understand the benefits and capabilities of one solution compared to another.  The below PCMCS vs. HPCM table is not exhaustive, and if you have questions on any of the items covered, email us and we will provide further details.

PCMCS 12-11 Image 1

Choosing between on-premise and Cloud depends on which factors are the most significant barring the overall licensing cost.

Allocations and data assignments cannot have “If” statements attached to them in the on-premise version of the software – a feature fundamental to supporting Tax transfer pricing capabilities.

The cross-dimension mapping is a functionality that is not available in HPCM. This mapping ensures the assignment of data sets to the same ID/name across multiple dimensions by using the “Same as Source but Different Dimension” option within PCMCS to support intercompany activities. This feature alone, or the lack of it, may significantly impact the design of an application and the overall complexity of allocation flows.

Features available in the Cloud but not yet released in on-premise solutions could tip the scale to favor the Cloud option when all other aspects surrounding a Cloud implementation no longer appear to be as pressing. Out-of-the-box content such as overnight backups, full application, and data restores that are at the business users’ fingertips – not to mention the reporting and dashboarding included in the Cloud version – are all differentiators of a product that enables business users to control their allocation process and methodology from its inception.

While there may be exceptions to the trend where on-premise solutions can have advantages (modules not available in the Cloud, for example) and, therefore, represent the best option at a given moment in time, the reality is that the future is being developed in the Cloud and for the Cloud, and at some point the shift will most likely no longer be an option, but a necessity.

If you need help making a decision with an existing implementation or you would like more details about HPCM vs. PCMCS to make a better informed decision, email us at infosolutions@alithya.com. Our PCM Center of Excellence team is ready to share leading practices and industry-specific solutions that accelerate the ROI and expand the capabilities of your chosen software.

PCMCS…Yeah, FDMEE Can Do That!

Oracle Profitability and Cost Management Cloud Service and Oracle Financial Data Quality Management Enterprise Edition Working Together Better

Over the last year, we have been fielding, positioning, and aligning more with Oracle’s new Cloud products. Some of the most common questions we are asked are:

  1. Has Edgewater Ranzal done that before?
  2. What “gotchas” have you encountered in your implementations and how have you addressed them?
  3. What unique offerings do you bring?

These are all smart questions to ask your implementation partner because the answers provide insight into their relevant experience.

Has Edgewater Ranzal done that before?

Edgewater Ranzal is an Oracle PCMCS thought leader and collaborates with Oracle as a Platinum partner to enhance PCMCS with continued development. To date, we’ve completed nearly 20 PCMCS (Cloud) implementations, and almost 80 Oracle Hyperion Profitability and Cost Management (HPCM – on premise) implementations spanning multiple continents, time zones, and industries. Our clients gladly provide references for us which is a testament to our success and abilities. Additionally, we frequently have repeat clients and team up with numerous clients to present at various conferences to share their successes.

As a thought leader in the industry and for PCMCS, we sponsor multiple initiatives that deliver implementation accelerators, test the latest product enhancements prior to their release, and work in tandem with Oracle to enhance the capabilities of PCMCS.

Our Product Management team is comprised of several individuals. Specifically for PCMCS, Alecs Mlynarzek is the Product Manager and has published the following blog: The Oracle Profitability and Cost Management Solution: An Introduction and Differentiators.  I am the Product Manager for Data Integration and FDMEE with several published blog posts related to FDMEE.

Now let’s explore some of the data integration challenges one might unexpectedly encounter and the intellectual property (IP) Ranzal offers to mitigate these and other data integration challenges that lurk.

What gotchas have you encountered in your implementations and how do you mitigate them?

We could go into great depth when detailing the PROs for using FDMEE with PCMCS…but it is much more beneficial to instead share some of the other less obvious discoveries made. Note that we work directly and continuously with Oracle to improve the product offering.

  • Extracting data via FDMEE data-sync is challenging. The size of the data cube and configuration settings of PCMCS has a threshold limit – 5,000,000 records and a 1GB file size – both of which are quite often reached. As a result, we have developed a custom solution for the data-sync routine.
  • Large datasets directly into PCMCS via DM (Cloud-based Data Management) can exhibit performance problems due to the server resources available in the Cloud. Functionality in on-premise FDMEE (scripting, Group-By, etc.) helps reduce the number of records going into the Cloud and therefore provides a performance gain.
  • Patching to the latest FDMEE patch set is crucial. Cloud applications (PCMCS, FCCS, E/PBCS) update monthly. As a result, we need to consistently check/monitor for FDMEE patches. These patches help ensure that canned integrations from Oracle are top-notch.

FDMEE_PCMCS Image 1

  • Executing two or more jobs concurrently via EPMAutomate is quite troublesome due to the workflows needed and how EPMAutomate is designed. As a result, we have invested considerable time into cURL and RESTful routines. We discovered that the login/logout commands are tied to the machine, not the user-process, so any logout from another executing run logs out all sessions.

FDMEE_PCMCS Image 2

  • The use of EPMAutomate is sometimes difficult. It requires a toolset on a PC – “JumpBox” – or on-premise EPM servers. It also requires the use of .BAT files or other scripted means. By using FDMEE, the natural ease of the GUI improves the end-user experience.
  • Loading data in parallel via FDMEE or DM can cause Essbase Load Rule contention due to how the automatic Essbase load rules are generated by the system. Oracle has made every effort to resolve this before the next Cloud release. Stay tuned… this may be resolved in the next maintenance cycle of PCMCS (18.10) and then the on-premise update of patch-set update 230.
  • We all know that folks (mainly consultants) are always looking to work around issues encountered and come up with creative ways to build/deliver new software solutions. But the real question that needs to be asked is: Should we? Since FDMEE has most of the solutions already packaged up, that would be the best tool for the job. The value that FDMEE can bring is scores better than any home-grown solution.

What unique offerings do you bring?

At Edgewater Ranzal, we have started to take some of our on-premise framework and adopt it for PCMCS. Some of the key benefits and highlights we provide are:

  • To combat the complications with loading data via FDMEE because of FDMEE’s inability to execute PCMCS clears out-of-the-box, we have added the functionality into the Ranzal IP catalog and can deploy this consistently for our clients. This is done via the RESTful functionality of PCMCS. Some of the items we have developed using REST are:
    • Import/export mappings
    • Execute data load rules or batch jobs from 3rd party schedulers
    • Refresh metadata in the Cloud
    • Augment EPMAutomate for enhanced flexibility
    • Execute business rules/clear POV commands as part of the FDMEE workflow
    • Execute stored procedures (PL/SQL) against DBaaS (see below)
    • Enhanced validation framework (see below)
  • We have redeveloped our Essbase Enhanced Validate to function with the PCMCS Cloud application. FDMEE on-premise can now validate all the mapped data prior to loading. This is great for making sure data is accurate before loading.

FDMEE_PCMCS Image 3

  • The Edgewater Ranzal tool-kip for FDMEE includes the ability to connect to other Cloud offerings for data movements, including DBaaS and OAC.

FDMEE_PCMCS Image 4

Can FDMEE do that…and should FDMEE do that?

Yes, you should use FDMEE to load to PCMCS, and it is an out-of-the-box functionality! As you can see, unlike DM whose feature comparison to FDMEE will be discussed in a later blog and white-paper, there are a lot of added benefits.  The current release of FDMEE v11.1.2.4.220 provides product functionality enhancements and has greater stability for integrations with most Cloud products.  Suffice it to say, having python scripting available and server-side processing for large files will greatly enhance your performance experience.

FDMEE_PCMCS Image 5

Contact us at info@ranzal.com with questions about this product or its capabilities.

Laser Tag for Cloud Analytics

A friendly game of laser tag between out-of-shape technology consultants became a small gold mine of analytics simply by combining the power of Essbase and the built-in data visualization features of Oracle Analytics Cloud (OAC)! As a “team building activity,” a group of Edgewater Ranzal consultants recently decided to play a thrilling children’s game of laser tag one evening.  At the finale of the four-game match, we were each handed a score card with individual match results and other details such as who we hit, who hit us, where we got hit, and hit percentage based on shots taken.  Winners gained immediate bragging rights, but for the losers, it served as proof that age really isn’t just a number (my lungs, my poor collapsing lungs).  BUT…we quickly decided that it would be fun to import this data into OAC to gain further insight about what just happened.

Analyzing Results in Essbase

Using Smart View, a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products, we sent the data straight to Essbase (included in the OAC platform) from Excel, where we could then apply the power of Essbase to slice the data by dimensions and add calculated metrics. The dimensions selected were:

  • Metrics (e.g. score, hit %)
  • Game (e.g.Game 1, Game 2, Total),
  • Player
  • Player Hit
  • Target (e.g. front, back, shoulder)
  • Bonus (e.g. double points, rapid fire)

With Essbase’s rollup capability, dimensions can be sliced by any one item or at a “Total” level. For example, the Player dimension’s structure looks like this:

  • Players
    • Red Team
      • Red Team Player 1
      • Red Team Player 2
    • Blue Team
      • Blue Team Player 1
      • Blue Team Player 2

This provides instant score results by player, by “Total” team, or by everybody. Combined with another dimension like Player Hit, it’s easy to examine details like number of times an individual player hit another player or another team in total. You can drill in to Red Team Player 1 shot Blue Team or Red Team Player 1 shot Blue Team Player 1 to see how many times a player shot an individual player. A simple Smart View retrieval along the Player dimension shows scores by player and team, but the data is a little raw. On a simple data set such as this, it’s easy to pick out details, but with OAC, there is another way!

Laser Tag 1

Even More Insight with Oracle Analytics Cloud (OAC)

Using the data visualization features of OAC, it’s easy to build queries against the OAC Essbase cube to gain interesting insight into this friendly folly and, more importantly, answer the questions everybody had: what was the rate of friendly fire and who shot who? Building an initial pivot chart by simply dragging and dropping Essbase dimensions onto the canvas including the game number, player, score, and coloring by our Essbase metric “Bad Hits” (a calculated metric built in Essbase to show when a player hit a teammate), we discovered who had poor aim…

Laser Tag 2

Dan from the Blue team immediately stands out as does Kevin and Wayne from the Red team!  This points us in the right direction, but we can easily toggle to another visualization that might offer even more insight into what went on. Using a couple of sunburst type data visualizations, we can quickly tie who was shooting and who was getting hit – filtered by the same team and then weight by the score (and also color code it by team color).

Laser Tag 3

It appears that Wayne and Kevin from the Red Team are pretty good at hitting teammates, but it is also now easy to conclude that Wayne really has it out for Kevin while Kevin is an equal opportunity shoot-you-in-the-back kind of teammate!

Reimagining the data as a scatter plot gives us a better look at the value of a player in relation to friendly fire. By dragging the “Score” Essbase metric into the size field of the chart, correlations are discovered between friendly fire and hits to the other team.  While Wayne might have had the highest number of friendly fire incidents, he also had the second highest score for the Red team.  The data shows visually that Kevin had quite a few friendly fire incidents, but he didn’t score as much (it also shows results that allow one to infer that Seema was probably hiding in a corner throughout the entire game, but that’s a different blog post).

Laser Tag 4

What Can You Imagine with the Data Driving Your Business?

By combining the power of Essbase with the drag-and-drop analytic capabilities of Oracle Analytics Cloud, discovering trends and gaining insight is very easy and intuitive. Even in a simple and fun game of laser tag, results and trends are found that aren’t immediately obvious in Excel alone.  Imagine what it can do with the data that is driving your business!

With Oracle giving credits for a 30-day trial, getting started today with OAC is easy. Contact us for help!

Cloud Data Management (CDM) and Financial Data Quality Management Enterprise Edition (FDMEE): A Case Study in Working Together

Why buy Financial Data Quality Management Enterprise Edition (FDMEE) when Cloud Data Management (CDM) is free?  As outlined in my recent white paper – FDMEE vs. Cloud Data Management – there are myriad factors that can drive the decision.  This blog post highlights how one customer gained a highly flexible and automated solution for data and master data management with an on-premise deployment of FDMEE in conjunction with Cloud Data Management.

This customer adopted a pure Cloud strategy as it relates to Enterprise Performance Management (EPM) procuring subscriptions to Planning and Budgeting Cloud Service (PBCS), Financial Close & Consolidation Cloud Service (FCCS), and Account Reconciliation Cloud Service (ARCS).  A diverse business, the customer has many unique operational systems with varying formats and charts of accounts.  So far, no reason why Cloud Data Management (CDM) can’t handle this requirement, right?  This is what CDM does – uses import formats and maps to consume and transform data – right?  Sure, but with caveats.  Notice that I used the word consume and not extract.  CDM does not provide the ability to link with on-premise systems to extract data.  Additionally, flat file data extracts that lack a consistent structure often cannot be natively consumed by CDM.

In this case, data needs to be loaded each day from numerous sources to support daily operational reporting.  The systems are a blend of on-premise, hosted, and Cloud applications.  The customer requirement dictated that any on-premise system should be connected directly to eliminate the need for a flat file extract to be generated daily.  Additionally, the hosted and Cloud applications are very industry specific and, in some cases, provided by very niche vendors.  The ability to modify extract formats was cost prohibitive or simply not supported.  As a result, several of these data feeds were not consumable by CDM without preprocessing/modification.

In light of the above requirements, the customer procured and deployed FDMEE on-premise.  The power of FDMEE allows a solution to be deployed that provides a direct connection to multiple on-premise systems as well as consume the flat file extracts from hosted and Cloud applications including Excel files (not in the required FDMEE/CDM format) and XML.  Because FDMEE on-premise supports scripting, we were able to greatly enrich the data integration cycle with full end-to-end automation including FTP downloading of hosted data, enhancement of the data integration cycle to detect data mapped to members not yet in PBCS or FCCS, dynamically setting substitution variables based on the processing day, running calculations in PBCS, and sending email status alerts to outline the success or failure of a data load cycle.

Although I am a huge FDMEE advocate, I recognize the value of Cloud Data Management and the benefits it provides in a case like this one.  This customer was one of just three participants in the Oracle Enterprise Data Management Cloud Service (EDMCS) program.  This means that they were able to use the software before it was publicly available – otherwise known as GA.  To participate in this program, one must recognize the absence of certain features and functions with the software.  The program allows the customer (and partner) to offer Oracle development and product management valuable input about the software and in some ways drive what features are prioritized within the product roadmap.

EDMCS currently lacks native connections to FCCS, but this will change over time.  So how does CDM help with loading metadata to FCCS?  In a recent update to CDM, Oracle included the ability to import a flat file into CDM and load metadata to a registered target application such as PBCS or FCCS.  John Goodwin gives a detailed overview of the technical setup.

FDMEE and CDM have come together in this case to provide a fully automated data integration process and an automated master data integration process.  Within EDMCS, a Custom application type was created.  The required properties for FCCS were built and attached to the multiple dimensions being mastered, and flat file exports were generated for FCCS.  We knew we were going to use CDM to manage the master data load process, but we had a decision to make – do we leverage EPM Automate or FDMEE as our automation hub?

We chose FDMEE.  Why?  Simply because a lot of automation assets had already been developed in FDMEE that could readily be reused for this process including execution of EPM Automate commands, a framework for leveraging the REST API (for PBCS and FCCS), and email alerting.  Additionally, we found the capabilities of EPM Automate to be somewhat limited.

For example, when you execute a CDM data load rule from EPM Automate, the process ID associated with the execution is not returned.  Why is that important?  Because in the event of a failure, I’d want to download the process log and attach it to the email so the user has information to address the issue.  Could I use the ListFiles command of EPM Automate to get the process log? Possibly, but it doesn’t account for potential concurrency, and I am not doing my job as a consultant if I build a process that can’t handle concurrent operations.  For reasons such as these, we leveraged EPM Automate when possible and the REST API as needed, and we wrapped it all together with an FDMEE process that could be executed on a scheduled basis or on demand simply by using the Script Execution functionality.

Let’s review the end-to-end solution.  In EDMCS, metadata is maintained for PBCS and FCCS.  The metadata is extracted to a flat file (.csv) after maintenance is completed and saved to a network folder.  From FDMEE, the master data integration process is initiated to upload the metadata files to FCCS and PBCS.  Cloud Data Management data load rules are initialized to process the metadata extracts.  In the event of an error, the CDM process log is downloaded.  Finally, an email is generated to alert the administrator of the data integration process status.

There you have it – EDMCS, FDMEE, and CDM working in concert to provide a seamless and elegant solution to data and master data integration for a customer that adopted a Cloud EPM strategy.  If you want to learn how you can enhance your Oracle EPM integration processes, contact us and we’ll be happy to discuss your options.

Oracle Data Visualization for Strategic Analytics

The world of analytics and data visualization continues to change at a rapid pace. New tools, processes, buzz words (Cloud anyone?) have penetrated our industry and can become overwhelming.  Most of these changes, though, are for the better – one of them being self-service data visualization. Solutions like Tableau, PowerBI, and Qlik have been around for several years, earning reputations as leaders in the self-service, easy, and sexy exploration of data.

Oracle Business Intelligence Enterprise Edition (OBIEE), although a great tool and long-time market leader, lacks ease of deployment, maintenance, and connectivity, and the freedom from “IT tyranny” access to data craved by business users – attributes already addressed by Tableau and others. For many years, I’ve listened to IT describe OBIEE as its enterprise Business Intelligence (BI) solution while business users use Tableau to connect to their own databases and spreadsheets because Tableau doesn’t require them to enter a ticket and potentially wait weeks for that new column to be added to their report.

Today, there is an Oracle tool – Oracle Data Visualization (DV), an Oracle Analytics Cloud (OAC) component,  that exceptionally meets the needs of business users.  Because it is part of a suite of products, Data Visualization also provides enterprise and financial reporting capabilities, advanced analytics and big data, mobile access, what-if scenario modeling, ingestion, preparation and transformation of data, and yes – you guessed it – Cloud.  Some highlights include:

  • Dynamic visualizations that can be organized into stories to be shared across the organization
  • Consumer (drag and drop) style with easy uploads, mashups, and exploration
  • Mobile authoring and consumption, device agnostic, and with dynamic design optimization
  • Connections to dozens of different sources, including SaaS, relational databases, big data tools, NoSQL, and others through JDBC/ODBC
  • Cloud and desktop versions with identical features

The full Oracle Analytics Cloud suite is a comprehensive solution that offers analytics and reporting tools to effectively address business requirements as well as accommodate different users within an organization (analysts, consumers, admins, etc.). Also included with OAC is Business Intelligence Cloud Service (BICS), a tool that is essentially “OBIEE in the Cloud.”  Data Visualization and BICS complement each other and address different needs, summarized in the following:

BICS vs DV

With continued rapid changes inevitable in technology, the future of Oracle Analytics Cloud will likely be promising as additional components are added. After seeing and supporting clients as they “take the plunge” into Cloud analytics, it becomes clearer that Data Visualization is Oracle’s strategic future of analytics.

See an overview of the history of Oracle DV and OAC as well as a demonstration of the products’ main features and wide array of possible sources in this webinar: The Strategic Future of Analytics…Starring Oracle Data Visualization

The True Power of Oracle’s Enterprise Planning Suite Unleashed at POET: A Case Study

Enterprise Planning and Budgeting Cloud Service“If you are going to change the world, you need a system to help get you there. For us, it was… about strategic opportunities. POET was at a crossroads. We needed a system that we could grow with and that could grow with us.”
Lezlee Herdina, Director of FP&A, POET

A privately held corporation headquartered Sioux Falls, South Dakota, POET LLC is a U.S. biofuel company that specializes in the creation of bioethanol. The 1,900-employee company produces 1.8 billion gallons of ethanol annually and has been granted 90 patents in the U.S. and abroad.

In this webinar, Edgewater Ranzal’s Managing Director and HSF Practice Director Ryan Meester speaks with Lezlee Herdina, POET’s Director of FP&A, to give us a behind-the-scenes look into POET’s Enterprise Planning Solution journey, from realizing that significant change was needed to an extensive evaluation process to the ultimate solution and, finally, to the company’s enduring vision going forward.

The Right Tool for the Right Job (RTRJ)

While Lezlee and the POET team were open to the insights and recommendations generated by their Ranzal analysts, they also had some specific goals in mind from the outset:

  • Provide seamless integration of financial and operational data
  • Create a platform for process improvement, including implementing greater automation in monthly processes improving efficiency and increasing time for value-add analysis
  • Achieve better communication, including ease of reporting
  • Reduce reliance on Excel models and associated version control issues
  • Improve data governance, with clarity of data model with common definitions to facilitate planning and reporting processes
  • Integrate operational and financial dashboards for performance measurement
  • Use of scenario analysis to drive M&A and strategic business decisions
  • Increase emphasis on cash perspective
  • Understanding when to use SmartView, Financial Reports, and Oracle Business Intelligence Enterprise Edition (OBIEE), as well as take full advantage of the strengths of each of the Reporting Tools
  • Keep it simple, and trust in the higher level nature of HSF
  • Recognize the important nature of the user experience
  • Ensure that data integrations are seamless for the end-user

To learn more about the POET team’s initial ongoing business challenges, the lessons learned, and the ultimate results, view a recording of True Power of Oracle’s Enterprise Planning Suite Unleashed at POETwebinar.

To learn more about our Enterprise Planning solutions, visit www.ranz.al/epbcs-webinars

Missed the webinar? View Recording Here.

Undocumented Data Export Feature in Oracle Hyperion PBCS (Planning and Budgeting Cloud Service)

In response to companies looking for more decentralized services with less IT overhead, Oracle has launched the Planning and Budgeting Cloud Service (PBCS). PBCS is a hosted version of the Oracle Hyperion Planning and Data Management/Integration (FDMEE) tools with a particular focus on a completely online-based interface. For additional information on PBCS, please click HERE.

From a functional perspective, this is an ideal situation: to have near-full capabilities of an on-premise solution without the infrastructure maintenance concerns. Practically, though, there are some holes to fill as Oracle perfects and grows the solution.

One of the main areas for concern has been the integration of data into and out of PBCS. Data Management (a version of FDMEE) is the recommended tool for loading flat file data into the system, while there is also the ability to load directly to Essbase with perfect files. Getting files out of the system, on the other hand, has not been so straightforward. Without access to the Essbase server, exporting files proves impractical. Companies often need data exports from Essbase for backups, integrations into other systems, or for review. PBCS does not seem to have a native method of being able to extract Level Zero (Lv0) data on a regular basis that could be easily copied out of the system and used elsewhere.

Despite this, the DATAEXPORT command still exists in the PBCS world. How, then, could it be used to get a needed file?

It actually begins as with a normal on-premise application by creating a Business Rule to do a data export. This can be done manually, but it is recommended to use the System Template to make sure everything is set up perfectly.

JP_ScreenShot_2015_03_09_09_10_35

When setting up the location to export the file to, it should be set up as:

 “/u03/lcm/[File_Name.txt]”

JP_ScreenShot_2015_03_09_09_30_59

When this is done, a user can then navigate over to the Inbox/Outbox Explorer and see the file in there:

JP_ScreenShot_2015_03_09_09_42_39

JP_ScreenShot_2015_03_09_09_44_01

And that is really all there is to it! With a business rule in place, the entire process can be automated using EPMAutomate (EPMAutomate and recommendations for an automation engine/methodology will be discussed in a later post) and a batch scripting client to do a process that:

  • Deletes the old file
  • Runs the business rule to do the data export
  • Copy the file off of PBCS and to a local location
  • Push the file to any other needed location

The one important thing to note is that as of PBCS 11.1.2.3.606 (April 2015 patch), all files in the Inbox/Outbox Explorer — along with any files in Application Management (LCM) — that are older than two months will be automatically deleted. As such, if these files are being kept for archive purposes, they must be backed up offline in order to be preserved.