OpenWorld 2018 Guidewire transforms to Fusion ERP

Project Pinnacle Goals/Guiding Principles to achieve Guidewire’s growth with modern financial system that supports growth to facilitate standardization/efficiencies for all Global Finance functions maintaining best in class business practices and processes and better decision support systems and availability of relevant info. to meet US GAAP, Statutory compliance and management reporting through process automation, approval workflows, & audit traceability with a robust internal control framework and governance IT Infrastructure and Application Platform which is easier to configure, maintain & enhance. IMPLEMENT A SCALABLE SOLUTION LEVERAGE TECHNOLOGY IMPROVE REPORTING IMPROVE INTERNAL CONTROL ENVIRONMENT MODERNIZE REPLACE CURRENT FINANCIAL SYSTEM IMPLEMENT CORE FINANCIALS, REV REC, & EPM LEVERAGE REPORTING CAPABILITIES DESIGN PROCESSES BUILD A ROBUST & STABLE BACK OFFICE PLATFORM 10/19/2018 .<br>

10/19/2018 . Our Approach For Solution Selection 2016
Business Case
Business Requirements Definition RFP – Product and SI Selection Project Kick Off 2017 Aug Sep Oct Nov Dec Jan Feb Mar<br>

Isolate Core Financials as an implementation stream . System Implementation Approach Data Migration Strategy determined up front
History cutoff: data with opening balances and closing balances
Load 2 years of summary and 1 year of detailed historical data to minimize complexity and data validation overhead
Retain historical data in Intact; keep satellite systems to help with reporting Sequence 605 and 606 implementation in phases
Continue 605 Optimization and integrate with Core project for Oracle
Do 606, complete design after CoA, Oracle design complete, build integrations and test Use Oracle Integration Framework to connect satellite systems with ERP 10/19/2018<br>

Training Strategy, Demos and hands-on user experience for edge cases in January completed
10-14 total days of system training, familiarization early in project to acquaint users with Cloud System “out of the box” functionality and get them used to new “best processes”
Process based training plans downstream in project schedule Set Project expectations and governance to ensure that Customizations are viewed as a major Change Control to be avoided
Use Oracle Consulting Familiarization Workshops to review key processes and associated use cases early; complete questionnaires: doing this up front with help us identify areas where workarounds, training, compromise is needed
Use PaaS options as last option; this is considered an extreme measure to be avoided . Change Management Identify & Plan Change Management and Training issues Avoid customizations 10/19/2018<br>

. Guidewire Master & Transactional Systems Before: 10/19/2018<br>

. Guidewire Master & Transactional Systems After:
Integration Framework (IFP) 10/19/2018<br>

ERP CLOUD INTEGRATION FOUNDATION PACK Integration Foundation Pack is a Hybrid integration Life-Cycle Management application. It allows defining integration life-cycle connecting the legacy applications and Fusion Application Cloud (HCM and ERP). . 10/19/2018<br>

Batch/File mode integration using FBDI/HDL
Real time integration using exposed SOAP/REST services
Desktop/Screen mode integration using ADFDI/RI ERP Cloud supports multiple inbound integration paradigms 10/19/2018 . ERP Cloud Integration Inbound Implements paradigms #1 and #2 to support inbound integrations. Integration Foundation Pack (IFP)<br>

10/19/2018 . ERP Cloud Integration Inbound<br>

10/19/2018 . ERP Cloud Integration Outbound ERP Cloud supports multiple outbound integration paradigms:
Batch/File mode integration using BI/Extract
Real time integration using exposed SOAP/REST services
Desktop/Screen mode integration using FSM

Paradigm #1, and #2 can be automated (using product provided public services) and the Integration Foundation Pack implements paradigms #1 and #2 to support outbound integrations.<br>

10/19/2018 . ERP Cloud Integration Outbound<br>

10/19/2018 . Integration Foundation Pack (IFP) Details Integration Foundation Pack (IFP) works as an ERP Cloud adapter for integrations. IFP implements: 
A generic entry and exit point for all ERP Cloud integrations
Set of integration adapter services (FBDI, HDL, BI, SOAP)
Metadata services to store integration entity service definitions and parameters
Orchestration services to define and execute integration pattern
Publishes the Application/Data Errors for the ERP Integration<br>

10/19/2018 . Integration Foundation Pack (IFP) Services The set of integration Services implemented by IFP includes: Initiate Sync BI report
Send Response
Send Exceptions Upload file to UCM
Submit ESS Job
Submit HDL Job
Get ESS Job Status<br>

10/19/2018 . Integration Patterns “IFP” implements below integration patterns for inbound and outbound flow. Integration patterns are mix-n-match of IFP implemented services in a pre-defined sequence.
FBDI_IN  INBOUND Inbound using FBDI Integration without Call-back (Pull Pattern)
HDL_IN  INBOUND Inbound using HDL Integration without Call-back (Pull Pattern)
BI_OUT_SYNC OUTBOUND Outbound using BI Integration with Synchronous response (Pull Pattern)<br>

10/19/2018 . Inbound Integration Pattern Using FBDI<br>

10/19/2018 . Inbound Integration Pattern Using HDL<br>

10/19/2018 . Outbound Integration Pattern Using BI Publisher<br>

10/19/2018 . Integrations Implemented Using IFP<br>

Identify Integration Pattern
Analyze the Integration Entity’s integration flow/pattern
Identify the matching Integration lifecycle from IFP
If Integration lifecycle doesn’t exist, create a new Integration lifecycle with identified integration services
Once the required Integration lifecycle is created in IFP, start defining the Integration Entity definition 10/19/2018 . On-Boarding Integration Foundation Pack (IFP) in Context Based on the use-case, Project Integration Entities can be on-boarded to the framework. On-Boarding of a new integration entity includes below steps:<br>

10/19/2018 . A Scalable Financial Platform to Support Growth Company Profile: Guidewire Headquarters
Foster City, CA, USA Industry
High Tech, Insurance Oracle Financials Cloud Applications
General Ledger
Fixed Assets
Cash Management
Accounts Receivables
Accounts Payables
Tax
Order Management Revenue
US$520 Million Opportunities Solutions Benefits Support growth (M&A), reduce costs, and streamline operations with scalable financial platform
Eliminate manual processes and consolidate multiple software products into a single, automated global Oracle Financials Cloud Application platform
Predict and react to management and operational needs with business intelligence systems Oracle Consulting:
Built integrations with Coupa, Concur, Financial Force, Salesforce and CPQ systems
Supported change management by ensuring all users were a part of knowledge transition throughout project lifecycle; configured production prior to UAT to visualize go-live in advance
Designed and executed a training plan throughout the project that included Oracle University classes, deep test scripts for operational tasks, and focused end-user training Increased financials efficiencies during close and reconciliation
Reduced overhead by accelerating financial systems integration during mergers and acquisitions process
Reduced manual processes and increased efficiency via process automation and standardization on a scalable solution
Provided access to real-time financial data for management reporting via Essbase tools
Completed project on time and under budget, with full statement of work delivered Guidewire chose Oracle Consulting based on its implementation experience, project schedule, cost of execution, strength of global team structure, and access to Oracle Development. Another key factor was Oracle Consulting’s technical skill and assets to deliver key integration to Guidewire satellite systems. Success by the Numbers: Users Trained on the Application Countries Implemented with Functional Configurations Integrations Using Service-Oriented Architecture Framework 100 19 20+ Focus: Oracle Financials Cloud Applications<br>

Thank you!<br>