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CFO ERP Considerations: The Cloud, On-Premise and Beyond

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Agenda
2
Introductions
Top CFO Concerns
Business Challenges with the Cloud
The Modern Cloud
Oracle Roadmap & Options

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CFO Concerns

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Financial Digital Transformation: Another Fad?
“The methodology in which organizations transform and create new business
models and culture with digital technologies.” -Constellation Research , 2014
52% of Fortune 500 companies have gone bankrupt, been acquired, or cease to exist
4

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How has this shaped our finance priorities?
5

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What should a CFO really care about?
1. Driving Growth
2. Managing Risks
3. Reducing Costs
CFOs must decide where and how to invest for profitable growth
CFOs must strike a balance between control & efficiency
CFOs must keep costs down while still powering business growth
6

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Source: “The CFO's TechnologyImperatives for 2014,"FERF Issue Alert, 2014.
42%
36%
41%
17%
38%
19%
31%
11%
28%
10%
18%
12%
47%
21%
45%
17%
Travel expense management
Financial reporting
Budgeting and planning
Reconciliations
Board books
SEC and XBRL filings
Integrated financial management
Management reporting
2014 2013
CFOs Moving Financial Applications to the Cloud
7

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When should I seriously consider ERP Cloud?
8
• Business unit consolidation
• Acquisition
• Divestiture/spin off
• Preparation for IPO
• Business transformation
mandate (e.g., increase
working capital)
• Moved to back-office shared
service model
Business Events IT Events
• Losing support on an old
version
• Alternative to costly upgrade
• Reduce maintenance on
highly customized
applications
• Systems consolidation (e.g.,
HCM, expenses,
procurement, projects)
• Data center
consolidation and
support cost reduction
• Avoid new IT infrastructure
costs
A business or IT event that leads to foundational or strategic ERP decisions should
trigger a serious assessment of ERP Cloud and its value potential

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Growing Midsize
Businesses Leapfrog
into Enterprise ERP
Organizations Optimize
Two-Tier ERP Strategy
with cloud
Organizations
Choose Cloud over
Upgrades to On-
Premises
How are Customers Adopting Oracle ERP Cloud?
9
Subsidiary
Subsidiary
Oracle CloudOracle Cloud

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Business Challenges with the Cloud

Copyright © 2014 Oracle and/or its affiliates.All rights reserved. 11
The World has Changed
Internet Devices Data Explosion Mobility Consumer Experience
Devices in 2012
50 Billion
Devices in 2020
90% Data
Created Last 2 Years
50x
Growth by 2020
26%
Post Negative Comments
86%
Stop Doing Business
94%
Will Pay More For
Great Experience
6B
Mobile Subscribers
87%
of World’s Population
78%
CAGR in Mobile Data
#modernbusiness
#moderncloud
9Billion

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Business Challenges
#modernbusiness
#moderncloud
On a shared cloud, every
business has the
SAME processes,
upgrades and results
12

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Business Challenges
DEPARTMENTAL
systems disrupt
information flows,
disconnect processes,
and interrupt customer
interactions
#modernbusiness
#moderncloud
“Please hold.
That’s a
different
department.”

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14
IT Challenges
#modernbusiness
#moderncloud
While IT can never go back
to a time of
CONTROL, they still
have to deliver reliable,
secure, and compliant
services

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The Modern Cloud

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
The modern cloud is PERSONALIZED
16
Business Benefits
Tailor applications to fit your business – branding,
corporate, and local requirements
Empower employees to configure their user
experience, dashboards, reports, workflow, and data
IT Benefits
Enrich functionality with standard tools for building
custom applications
Update software on your terms and protect
configuration changes
Branding
User Experience
Analytics Workflows
Data Fields

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Examples: Business Benefits:
17
Business Value of Tailoring
Tailor dashboards1 Create unique dashboards that matter to you
2 Tailor data fields Place and validate data on the page
3 Tailor workflow processes Modify approval processes as needed
4 Tailor reports Create reports that drive your business decisions
5 Tailor social conversations Select conversations to be updated based on sales actions

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
The modern cloud is CONNECTED
18
Business Benefits
Connect your entire business – data, processes,
analytics, and people
Provide employees with a unified user experience
IT Benefits
Integrate processes and data between cloud, on
premise and 3rd party applications
Easily import and export data as well as add or
change service providers
On Premise
ORACLE CLOUD
Custom3rd Party
On Premise
On Premise
HCM Cloud
ERP Cloud
CX Cloud

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 19
CONNECTED
#modernbusiness
#moderncloud
Service
Marketing
Commerce
Talent
Planning
ERP
HR
Sales
Financial Reporting
Sales

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
The modern cloud is SECURE
20
Business Benefits
Compliance with local data residency requirements
Proven cloud provider known for viability, reliability,
and expertise
IT Benefits
Application security with unified access controls
Isolated data tenancy and security at multiple layers
protects sensitive corporate data
19 Data Centers
Worldwide
Unified Access Controls
Isolated Data Tenancy
HCM CX ERP

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 21
Modern Cloud
#modernbusiness
#moderncloud
19 data centers with local data
residency and compliance
Where?
Oracle-badged cloud security
experts
Who
Data isolated and protected at
every layer
How
Secure
Oracle is proven in
secure data
management

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 22
Customer 2 Cloud Program
Standards-Based
Cloud Integrations
Rapid Start-Up
Services
Transformational Incremental
Financial
Incentives

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 23
Modern Cloud
#modernbusiness
#moderncloud
• Great functionality
• Brilliant UX
• Immediate value
For the LOB
• Interoperable portfolio
• Cross-apps services
• Highest delivery
standards
For the Enterprise

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Cloud Solutions that you can take advantage of Today!
Oracle Co-Existence Offerings
Existing
ERP
HR
Recruiting
FAH
Accounting
Hub
Cloud
Reporting
Budgeting&
Planning
Procurement
T&E
Projec
t
Mgmt
24

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One Size Does NOT fit all: Oracle Roadmap and Options

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Complete Solutions that are
world class on their own and
together.
Complete Choice for our
customers in how they deploy,
upgrade and maintain them.
The world is getting cloudy…
26

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Oracle Cloud. Modern Cloud.
27
“Bring Oracle’s world class Infrastructure, Technology,
Business Applications, and Information Services to any
customer anywhere in the World through the Oracle
Cloud.”, Mark Hurd

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The ‘Iceberg’ of Underlying IT Costs
Benefit from Oracle Cloud Economies of Scale
28
Annual
Support
Upgrades
IT Staffing
Infrastructure
Software
Infrastructure
Costs
Annual TCO = 5X Annual Support
Visible
$100
$100
$250
$30
$20
~$500*
Annual
Subscription
IT Staff
$125
$75
Cost Savings
Annual TCO = 2X Current Support
ON-PREMISE ORACLE CLOUD
3 Year Savings: 4X Current Support *Annual TCO Benchmarks
One-Time
Migration Costs
$500
Underlyi
ng
Example:

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More Than
62 Million
Active Users/Day
More Than
200
Countries
19
Global Data Centers
#2 SaaS
Provider in the World
More Than
23 Billion
Transactions/Day
15 Years
Managing
Enterprise Clouds
29
Oracle’s Cloud Business

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• Create a portfolio of unmatched
breadth and depth
• By building, acquiring, and
partnering
• To deliver solutions that create
business value in the short,
medium, and long term
• In the most critical enterprise
application markets
30
SaaS
PaaS
IaaS
Unique Strategy for Cloud Leadership
The Modern, Complete Cloud Solution

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MessagingStorage Compute Secure Identity
Infrastructure as a Service (IaaS)
31

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Platform as a Service (PaaS)
32
IT Centric
Line of
Business
Centric
Database Java Developer Mobile
Documents Social
Network
Business
Intelligence
Integration
BPM
Database
Backup

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Human Capital
Management
Talent
Management
Sales and
Marketing
Customer Service
and Support
Financial
Management
Procurement,
Sourcing, Inventory &
SCM
Project Portfolio
Management
Budgeting and
Planning
Social Services
Platform Services
Common Infrastructure Services
Software as a Service (SaaS)
The Next Generation of Application Software
33

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 34
Foundation
Unified Business Intelligence
Single Development and Integration Framework
Best in Class PaaS
Common Security and Identity Services
ProcurementProject
Accounting
Financials
Apps
Marketplace
SocialGlobal
HR
Workforce
Rewards
Workforce
Management
Talent
Management
BudgetingProject
Management
A Selection of SaaS Applications

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Simple to get
Proven. Nonintrusive. Limited impact on other LOBs. Fast time to value.
Easy to own
Low risk. Limited technology overhead. Financially compelling.
A joy to use
Brilliant functionality. Works as well as my teen’s apps. Stunning UX.
The Core Tenets of our SaaS Products

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle is committed to your success
36
Executive
Sponsorship
Cloud
Managers
Oracle
Support
Financial
Incentives
Implementation
Success
Manager
Oracle
Account
Team
Customer
Feedback
Programs
Rapid
Start-Up
Services
Packaged
Cloud
Integrations

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle Cloud
• Oracle is the ENTERPRISE GRADE cloud company
• Built from the ground up as MODERN CLOUD applications
• Most COMPLETE set of cloud offerings
• Vertical and horizontal INTEGRATION
• Most SECURE and RELIABLE cloud platform on the planet
• Massive MOMENTUM in the marketplace
• RESOURCES to ensure customer success
37

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Oracle Product Roadmap

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ERP Cloud: Current Release and Roadmap
Financials Cloud
Financial Management
• Budgetary Control & Encumbrance
Accounting
• ISO20022 & SEPA Support
• Bills Receivable
• Features for Canada, China, France,
Germany, Italy, Netherlands,
Singapore, Spain, UK & the
European Union
• Subledger Accounting
Enhancements
• Supplier & Customer Payment
Processing across Business Units
• Manual Tax Entry
• Asset Revaluations
• Recurring Supplier Invoices
• Big Machines CPQ Integration
Travel & Expense Management
• Mobile Expenses for Android
• Travel Integration with GetThere
Revenue Management &
Collections
• Collections Management
Enhancements
• Revenue Management Reporting
Accounting Hub
• Cloud Reporting for EBS
• Financial Reporting on tablet
Financial Management
• Function Security Simplification
• OTBI Improvements
• Customer Enhancements
Financial Management
• Enhanced User Experience
• Account Aliases
• Multi-period Accounting
• Bill Management
• Cash Positioning & Forecasting
• Features for Brazil, France, Italy,
Japan, Poland, Russia, & Turkey
• Support for Internal Material
Transfers, Drop Shipments &
Landed Cost
Travel & Expense Management
• Per Diem Expenses
• Contingent Worker Support
Revenue Management &
Collections
• Support for New Revenue
Recognition Standards
• Integration with EBS & Fusion
Accounting Hub
• Integration with Oracle Banking
Platform
• Custom Accounting Calculations
Release 9 Current Release +1 Current Release +2
Financial Management
• Expand Industry Coverage
• Features for Brazil, Poland, Russia &
Turkey
• AP/AR Netting
• Credit Management
• Treasury Services
Accounting Hub
• Cloud Accounting Hub
Future Directions
Post 12 month planning cycle
39

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ERP Cloud: Current Release and Roadmap
Procurement Cloud
Procurement Management
• Budgetary Control and
Encumbrance Accounting
• Local Punchout Search
• Configurable Buyer Assignment
• Configurable Document
Numbering
• Supplier Consigned Inventory
• SCM Financial Orchestration
Strategic Sourcing
• Surrogate Bidding
• Two Stage Bidding
• Online Discussions
• Negotiation and Award Approvals
• Notification Subscription
Contract Management
• OTBI for Procurement Contracts
Supplier Management
• Supplier Qualification
Management
• Dup Prevention and Location
Sharing
• Registration Improvements
• Geographic Address Validation
• Supplier Import Enhancements
Supplier Social Networking
Customer Enhancements
Procurement Management
• Manufacturing
• Drop Ship/Back to Back Orders
• Configurable Goods
• Procurement Category
Hierarchy in BI, TAB and
Approvals
Strategic Sourcing
• Projects Integration
• Alternate Bids
Supplier Management
• Supplier Qualification
Management Enhancements
Enhanced Usability
Release 9 Current Release +1 Current Release +2
Procurement Management
• Master Contracts
• Electronic Signature Integration
• Internal Material Requests
• Acknowledgement
Enhancements
• Document Change
Management Enhancements
• Transportation Integration
Strategic Sourcing
• Abstracts
• Program Management
• Workload Management
Supplier Management
• Supplier Qualification
Management Enhancements
Enhanced Usability
Future Directions
Post 12 month planning cycle
40

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Oracle Applications: Current Release and Roadmap
Project Portfolio Management Cloud
Project Financial Management
• Budgetary Control
• Mobile time entry
• Oracle Social Network integration
• Grants Management
• Pricing Web Service
Project Execution Management
• Enterprise Project Hierarchy
• Milestone Planning
• Task Templates
• Team Member Mobile
• Multiple Resource Assignment
Updates
• Search and Replace Planning
Resources
• CRM Opportunity Integration
• Project Management Integration with
PLM
• Enhanced Services for Project
Planning & Resource Management co-
existence with EBS
Analytics
• Task Assignment Analytics
• Award Funding Subject Area for OTBI
• Dashboards for Project Financial and
Execution Management
• Enhanced OTBI Subject Areas
Project Execution Management
• Enhanced Resume support
• Enhanced Team Member Mobile
• Services for Project and non-Project
Calendar Events
Analytics
• Smartview support for Project
Performance Reporting Essbase cube
• Capital Assets Subject Area
• Project Resources Subject Area for
OTBI
• Project Deliverables Subject Area for
OTBI
• Task Management Subject Area for
OTBI
Project Financial Management
• Enhanced User Experience
• Rapid Implementation & Simplified
Setup
• Encumbrance Accounting Support
• Integration with revenue management;
VSOE support
• Integrated Self Assessed Tax with
Payables
• Tax Point Support
Project Execution Management
• Enhanced User Experience
• Soft-Booking or Resource
Reservations
• Resource Pool Membership Dates
• Absence Management Integration
• Project Manager resource assignment
without Request
• Open Interface and Service for
Project Resource Assignments
• Procurement Sourcing Integration
• Pre-built integration for EBS
coexistence
Project Control
• Integration with Primavera P6
Analytics
• Enhanced OTBI Reporting
Release 9 Current Release +1 Current Release +2
Project Financial Management
• Support for advances/prepayments
• File based data upload of contracts,
contract lines, bill and revenue plans
• Award Deliverables
• Multi-funding Support
• Effort Certification
• Integration with Payroll for actual labor
costs
• Enhanced period end close process
Project Execution Management
• Project Plan Versioning
• Propose multiple resources for an
assignment
• Project Performance Evaluation
Project Control
• Risk Management
Portfolio Management
• Top Down Portfolio Management
• Proposal Management
Analytics
• Resource Scenario Planning
• Executive Dashboard for OTBI
• Enhanced OTBI Reporting
Future Directions
Post 12 month planning cycle
41

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73%
YEARS
47serving clients
OUR COMPANY
500dedicated
associates
17
over
years
BEST
PLACES
TO WORK
2012
TECHNOLOGY
EMPOWERED
BUSINESS
SOLUTIONS
“right size provider”
“client for life”
India
Pune
Bangalore
USA
IL, PA, NJ,
GA, VA, MN,
FL
Canada
Toronto
Ottawa
GLOBAL
DELIVERY
OUR SERVICES
87% 14
prior tier 1
consultancies
avg. years
experience
fulltime
employees
OUR PEOPLE
25+
OTHER
PARTNERS
- onshore
- offshore
- nearshore
- blended
managed services
Advisory Applications Cloud Analytics Infrastructure
strategy
governance
process
ERP, HCM, CRM,
app. development,
mobile solutions
applications
infrastructure
enterprise reporting,
predictive analytics,
big data
service management
enterprise infrastructure
end user computing
Business and Technology Empowered

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An Exciting Year For Emtec… And Or Clients!
Vertical Focus
• Strategy
• Enterprise
Solutioning
• Management
Consulting
• Line of Business
Expertise
Advisory Services Expansion
Services
GEO
Vertical
SMAC

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Emtec Services Align Well
with each stakeholder community
ENTERPRISE
SUITE
SALES &
MARKETING
 360 degree view of the customer
 Sales force automation
 Customer Service
 Marketing Automation
 Customer and Product Data
Management
 BI / Analytics
HCM
 Workforce Planning
 HR Analytics
 Talent Management
 Employee Self-Service
 Performance Management
 Total Compensation
CFO
FINANCE
 Budget & Planning
 Financial Close Mgmt
 Procure to Pay
 SEC Reporting
 Financial Analytics
 Cash Management
OPERATIONS
 Forecasting
 Operational Analytics
 ERP
 Project Costing
TECHNOLOGY
 Advisory Services
 Application Development
& Maintenance services
 Business Intelligence &
Big Data
 Cloud Strategy and
Implementation
 Independent Verification
& Validation
 Infrastructure Services
 Managed Services
 IT Service Management
 Procurement Services
 Business Strategy
 Managed Services & Outsourcing
 Advisory Services
 Analytics
 Governance
POWER
The
of Emtec

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com
THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com