Scott Preszler, CEO of US-Analytics - PowerPoint Presentation

Slide1

Scott Preszler, CEO of US-Analytics

Sample Sales Deck: Managed ServicesPresentation (Meeting 1)

AGENDA

Introduction1

Offering Description

2

MS Overview

3

Team And Process

4

Case Study

5

Questions / Next Steps

6

Scoping Pricing

7

(For American Partners Understanding):

These are the 4 step process to get client up and running with managed services

Meeting 1 –

Introductions, Background and Needs Qualification.

(This meeting)

Meeting 2 – Scoping Meeting

( MS team will meet and discuss level of effort, environment understanding to define requirements, scope sizing and pricing to present back to client.

Apps Owned

Current reliability, issues, documentation, processes, sizing, timing

Task Review ( client vs. MS team)

Security

Future Considerations

Managed Services Packaged of interest, HPRO, HPRO plus, Bridge…..

Meeting 3

– Presentation / Pricing and Client Question Answered.

Upon contracts and pricing acceptance

Meeting 4 – Project Start with onboarding through ongoing efforts initiated

Who is American Partners

About the partnership with US-AnalyticsLess sales material about US-Analytics is acceptable

“

Focused and Committed”

US-based,

Oracle EPM and BI focused for over 17 years with continuous business growth

We are nimble and respond quickly to customer’s needs

Over 500 clients and over 1,000 successful Hyperion engagements

Seasoned business and technical acumen with EPM and BI initiatives

Over 65 professionals with 12+ years each of Hyperion experience and certifications

Active leaders in the Oracle community

Founder Hyperion Women's Forum, Advisory board leadership, conference presentations, webinars, EPM Speaker of the Year at Kaleidoscope in 2015 and 2014

Corporate culture of integrity with 100% customer commitment

Managed Services

We have been providing Managed Services to clients for many years

Managed Services team based in Dallas and Philippines each with 10+ years of experience

Proven processes for all aspects of Managed Services (NPR rated)

ABOUT US-ANALYTICS

ABOUT US-ANALYTICS

Managed Services

Upgrades & Migrations

Implementations

Infrastructure

Process & Advisory

Services

Big Data

DRM

: Master Data Management

Business Intelligence

EPM: Financial Close & Consolidation

EPM: Planning & Forecasting

Solutions

Data Integration

Training

Accolades

Original Oracle Hyperion and Pillar partner

Oracle Hyperion Financial Management 11

Oracle Hyperion Planning 11

Oracle Essbase 11

Oracle Data Relationship Management 11

2013, 2014, 2015

2015 Oracle TOLA EPM Partner of the year

ABOUT US-ANALYTICS

What WE believe at US-ANALYTICS

CORE VALUES

Quality: customer satisfaction that meets or exceeds client’s expectations.

Team

work First: seeking what is best for the overall team (company, client, and partners) first, being flexible, trusting and adding value.

Accountability: understanding your individual role, following through to goal attainment, and assisting in success of the firm.

Innovative Solutions: offering forward-thinking answers to our clients’ demands.

Passionate Fun: recognizing success and celebrating it.

CORE FOCUS

In

business to

drive business transformation using leading experts, EPM and business analytics tools, and proven best practices.

Market Reality and Validation Of Why Managed Offerings are so valuable

WSJ – 2.7% headcount projected in most finance departments this year. Need to run the same processes with less technology staff. EPM and BI - Mission Critical Systems, 24/7 requirements.Oracle/Hyperion Staff - Hard to find resources with the expertise and availability both technical and functional.EPM and BI encompasses lot’s of technologies, tied hard to have all the skills and expertise in one or two staff.

Many solutions are now hybrid,

on-premise

and in the cloud, so remote teams make sense. ( especially high quality onshore teams)

Managed Services is not only an option, but now a proven one.

Dedicated

. US-Based Team (not part time, or single threaded). 24/7 team US and in Philippines. Service Desk Manager will be assigned. Most staff on desk can handle Level 1, Level 2, and some Level 3 tickets. Tailored. Pick your level of HPRO and offering, then customized service ( by product, by function, by team). On boarded, documented and scheduled.

Systemized Escalation Path Defined

. When escalated to leverage full Oracle Staff up to Oracle Aces and Oracle Support Desk.

Growing Practice

. 2 new clients per month on average. Team continues to grow.

Tools and Training

. All MS clients get full access to our tricks and tips.

What Makes American Partners /

US-Analytics’ Managed Services Better

1 . Hardware and Network Monitor and Support (Hosted)

2. Infrastructure Support

3. Application(s) and EPM Process Support

Hardware and Network –

Outsource hardware and network

Provider owns OS and related

Infrastructure -

Support tasks related to the software and related maintenance

Provide troubleshooting and resolution for software and performance issues, etc.

Application and EPM Process and Support -

Scheduled and unscheduled tasks in place of an application administrator

Provide troubleshooting and resolution for application issues

Processes - Support Month End close etc.

Managed Services – Responsibility Tiers

US-Analytics Managed Services Pillars

Applications

Transaction Monitoring

Log Monitoring

Session Monitoring

Process Monitoring

Usage Patterns

System Performance

Availability

Monitoring

Common Ops Helpdesk

Trouble Ticketing

SOP based resolution

Ticket Assignment

Escalation Management

End User Interface

SLM

Service Desk

User Account Management

Infra Admin

App Admin

Archival/Backups

etc

Master Data

Config

Patch

Mgmt

Interface

Mgmt

Production Support

Infra,App

, Process

Administration

Interface Issues

Performance

Diagnostics

Problem Identification

Escalation Path Defined

Root Cause analysis

Problem resolution

Triage

Management

Managed Reporting

Parameters & frequency

Tool Integration Real Time

Reporting

Periodic / Quarterly Review

SLM

Reporting/

Client Communication

On Boarded Systems Management

HPRO

HFM, FDM, Planning, Essbase, DRM (11.1.2.1)Retail and SecurityCASE STUDY

Multi Product Global Organization

Customer Needs:

Full Hyperion deployment with multiple phases

Large SAP ERP customer with all Hyperion EPM footprint

Support internal admins

Support :

Hourly managed services support

Report findings / identify issues for resolutionRelated to Hyperion platform

Both application and infrastructure

HPRO

Planning and Essbase BIFS and OBIA (11.1.2.1)Manufacturing and RetailCASE STUDY

Customer Needs:

Multi year global deployment of Hyperion applications

Strong internal administrative team

People Soft and SAP ERPs with all Hyperion EPM footprint

Support :

Initial on site support then converted to remote managed services

Hourly managed services agreement

Support internal adminsFuture :Evaluating Upgrade, DRM, FCM and ARM

Multi Product Global Organization

Annual Hourly Contract

Planning, HFM,FDMEE, DRMFCM/ARM 11.1.2.3Manufacturing and DistributionCASE STUDY

Multi Product Global Organization

Customer Needs:

HFM, Planning, FDMEE

Application and infrastructure

Turnover with admin driving need for support

Support:

Hourly support contract

Coordination points with app owners

HPRO

HFM, FDM, Planning and Essbase (11.1.2.3)RetailCASE STUDY

Multi Product Global Organization

Customer Needs:

Recent HFM/FDM and Planning Applications deployed by 2 different consulting firms.

Recent version upgrade

Recent Departure of Application Admin

Need to provide support for application and infrastructure activities for all applications and infrastructure

Support, Scheduled:

High ticket volume - large number of support tasks

Daily, Weekly, Monthly tasksMonthly data feed loads

Infrastructure tasks (performance, log files)Unscheduled TicketsGreater number of tickets for both application and infrastructure

Related to Hyperion platform