Ohio Valley OAUG Presentation Abstracts October 24, 2014 Indianapolis, IN Keynote Title Presenter Next Generation Financial Systems – Fusion Financials Debora Brown, Oracle Corporation Abstract While many organizations have achieved first-order productivity improvements by deploying integrated ERP and financial systems, advances in modern applications technology have created new possibilities that transform the resilience, speed, and quality of financial operations. Join this session to understand the key business and technology trends that shaped the new innovations in Oracle Fusion Financials. You'll gain insight into how Fusion Financials transforms process automation and information access, while improving end user productivity and simplifying controls. In addition, you'll walk away with the various strategies you can take to adopt Fusion Financials at a pace that's right for your business. Ohio Valley OAUG Presentation Abstracts October 24, 2014 Indianapolis, IN Oracle eBusiness Track Title Presenter Abstract How One Order Impacts Five Corporate Stakeholders – Procurement, IT, Customer Service, Finance and Sales Neil Gorman, Canon Information & Imaging Solutions While numerous business processes can be automated using sophisticated enterprise systems to bring increased efficiency to companies across industries, the automation has not reached a key area of information: the wealth of data found in paper or electronic documents. Companies and their IT departments have traditionally limited the automation to various enterprise applications. Valuable document-related information has been neglected. This can lead to delays in many crucial business processes, and unnecessary cost increases. Our presentation will review the efficiencies and business intelligence that can be gained by a number of stakeholders in an organization – in Procurement, Customer Service, Finance, and Sales, as a result of fully automating document-intensive business processes. As a case study, we will look at an organization that needed help with improving their accounting workflows. The company was generating about 2,000 invoices every day, and used multiple enterprise applications in connection with the accounting process. The organization experienced challenges with the scalability of the existing system, error handling, and was trying to find an effective way to automatically distribute invoices based on the profile of each recipient. Invoices from different vendors can have multiple formats and unstructured data, which makes their processing manual and difficult to automate. We will show an effective way to automatically extract information, match it with corresponding documents (such as purchase order), generate a voucher within the company’s ERP system, and provide exception routing and tracking as required. You can eliminate the need to archive paper invoices –with the ability to archive the electronic image of the invoice, and then easily access it with just a click from within JDE or another database. Automating accounting processes can help save time and costs, increase accuracy, take advantage of vendor discounts, improve customer satisfaction and aid in sales efforts. Canon Information & Imaging Solutions provides solutions to automate Procure to Pay, Order to Cash among other document-intensive business processes. Leveraging Canon’s Enterprise Imaging Platform, a value-added middleware, we can design and deliver solutions that provide two fundamental capabilities: a full range of robust tools needed to capture, create and process documents; and the ability to easily integrate document technologies with enterprise applications. The single platform allows us to easily bring documents into automated, end-to-end business processes. Key Takeaways:    A new cost effective method to automate Procure to Pay (p2p) Order to Cash (o2c) A new way to cost effectively integrate existing applications to your ERP platform An effective way to increase the value of your ERP platform to stakeholders Ohio Valley OAUG Presentation Abstracts October 24, 2014 Indianapolis, IN Title Presenter Abstract Financial Accounting Hub for EBS Users Jennifer Turner, Oracle Corporation Fusion Accounting Hub’s unique reporting platform allows E-Business Suite and Peoplesoft Customers to adopt the next generation of financial applications in a step-by-step fashion with minimal costs and immediate improvements in information access and day-to-day decision making. The reporting platform that has an embedded multi-dimensional data model offers E-Business Suite and Peoplesoft Customers exceptional reporting and analytics without disrupting their current financial processes, such as their procure-to-pay or credit-to-cash process. Title Presenter Abstract A Paperless Approach to Payment Batch Approvals Cynthia Mohr, MISO Energy We have created a process in Oracle Financials that will take a batch of Invoices and combine them into one group and copy them to a folder that Finance uses. It also takes an output report and copies it out the same directory. Lastly this process sends out email based on what approval is needed with links to the reports needed – It may be to an initial approval so Accounts Payable gets the email. Other levels would include sending the email to the Finance Managers or lastly the Directors, Executive Directors and/or VP. The approval is for payment of invoices. Previously an Accts Payable person would make copies of all the invoices, sort them by dollar amount and put the stack of invoices on the various desks for approval. The new process has eliminated paper, utilizes technology and allows the approvals and documentation to be placed in ECMS easily for Audits and general record keeping. Ohio Valley OAUG Presentation Abstracts October 24, 2014 Indianapolis, IN Hyperion Track Title Presenter Abstract Tips & Tricks to Get More Out of ESSBase Alex Ladd, Mindstream Analytics This session will cover a wide range of performance tuning options as well as design tweaks that will enable the attendees to increase the performance of their Essbase Databases. From Calc Script tricks to essbase config setting to new options available in 11.1.2 there are many options to increase performance. Title Presenter Abstract Business Intelligence Optimization: Beyond Gross Margin – Determining Customer and Product Profitability Catherine Forster, Terillium A value-added Business Intelligence Methodology to more accurately assess customer and product profitability. Topics include the value & challenges of Customer/Product profit transparency, the identification & prioritization of key expense areas that erode profitability, an evaluation of Cost to Serve profiles & exceptions to the norm, the review of “directly attributable” costs & cost driver algorithms and the creation of Customer/Product P&L’s and Scorecards using Oracle Financial Analytics. Title Facilitator See How Moorehead Communications Minimizes Tasks and Puts Focus on Business Processes and Analysis with the Hyperion EPM Platform Ken Hearld, Moorehead Communications Brad Resner, Vertical Edge Abstract Moorehead Communications is one of the largest Verizon Wireless dealers in the country with close to 1000 retail locations across 30 states. Moorehead Communications made an investment with the Oracle EPM platform to address challenges they are experiencing in their existing ERP and Excel based Financial Reporting and Planning process. Learn how Moorehead aligned manual reporting process to Oracle Essbase to provide quicker, repeatable, and reliable reporting for Finance and Accounting as well as how they incorporated their existing Excel based planning and forecasting solution inside the new Planning and Budgeting Cloud Solution. Audience members will understand how to use Oracle EPM for data integration and analytics as well as creating productivity gain with Oracle EPM for Finance and Accounting functions. Ohio Valley OAUG Presentation Abstracts October 24, 2014 Indianapolis, IN CRM Track Title Presenter Abstract How Conversations About WIGs and New iPads Brought Sales Success at Batesville Diane Kinker, Batesville Casket Company Are your sales reps spending enough time with the right customers? Who are the right customers? Are they spending too much time with the wrong customers? How do you know? These are the core questions that led Batesville Casket Company to embark on the SMART initiative and set the company on a path for sales success. Join Diane Kinker, Director, SMART Program as she shares the background on this transformational project and the role Oracle Sales Cloud and its analytics and mobile capabilities played in the improved results. Title Presenter Abstract Better, Faster, Simpler: How Lightbound’s New Enlightened Approach to Its Products, Pricing and Quoting Grew Sales By Leaps and Bounds! Dane Dittemore, Lightbound Dane Dittemore, Vice President, Sales and Marketing of LightBound, a provider of Colocation, Internet, Network, Cloud and Voice Services will discuss the effort to work with the VP of Products to reconstruct 100’s of offerings. The team completely revamped everything to meet new competitive challenges and make quoting easier for their sales reps using Big Machines (Oracle CPQ Cloud). Dane will discuss how they overcame numerous challenges and the keys to their success increasing sales. Title Presenter Abstract Modern Marketing is More Than Marketing Automation Marilyn Cox, Oracle Corporation The former Director of Marketing Communications at Cincom Systems, and now Marketing Principal - Industry Center of Excellence for Oracle, Marilyn Cox shares her top 10 tips to go beyond typical email marketing. Whether you use Oracle Marketing Cloud (Eloqua, Responsys or On Demand Marketing) or simply wished you did, you’ll hear about proven tactics that will capture attention, elevate your brand and grow your business.