A presentation that highlights the easy and effective journey to profitability using the Oracle Profitability and Cost Management solution implemented by Alithya. Presentation originally delivered by Evan Leffler, Lead Consultant, to a live audience at HUGmn Tech Day in Chaska, MN, 3/14/18.

1. INTEGRATED
BUSINESS
ANALYTICS
Getting to the Answers for Improved Business Performance
Business Analytics Solutions Provider: EPM, BI, and BD Technologies
A Journey to Profitability with Oracle PCMCS
Presenters: Victor Balboa – SpartanNash
Evan Leffler – Edgewater Ranzal
March 14, 2018 – HUGmn – Chaska, MN 1

2. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Agenda
• Edgewater Ranzal Overview
• SpartanNash Overview
• Project Objectives
• Desire to Change
• Why PCMCS
• Project Benefits
• Project Challenges
• Solution Architecture
• Lessons Learned
• Question & Answers
20+ Years
1000+ Clients
2000+ Projects
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3. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
1,000+ Oracle/Hyperion Customers 2,000+ Oracle/Hyperion Projects
Proven Project Methodology and Implementation Approach
Planning
Suite
Fin Close
Suite HPCM
BI Suite Big DataEngineered
Systems
Integration
Workflow
Master Data
On-PremiseCloud (SaaS/PaaS/IaaS)
Edgewater Ranzal is a global full-service Oracle Platinum Consulting Partner providing
premier services across the entire EPM / BI / Big Data platforms
Since 1996
Healthcare
Financial Services/Insurance
Retail
CPG / MFG
High Tech
Oil & Gas
Entertainment
Planning
Cloud
Fin Close
Cloud Profitability
Cloud
Edgewater Ranzal Overview
20+ Years of Integrated Business Analytics
Advisory
Services
Implementation
Services
Technical
Services
Hosting &
Support
Big Data
Cloud
Analytics
CloudCloud
Infrastructure
Training
Services
Operational
ERP
Intellectual
Property 3

4. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Recognized by ORACLE
• Oracle Platinum Partner, Oracle Partner Advisory Council, 2 ACEs
• More than 200 resources with an exclusive multiproduct focus across the entire Oracle Business
Analytics Suite
• Trusted advisory relationship with Oracle Product Development, Oracle Customer Advisory Board, and
Special Interest Group members
• Extensive experience in the planning, design, and implementation of integrated Oracle EPM, BI and BD
solutions and best practices
• Proven Oracle-specific methodologies, templates and supporting tools, as well as industry thought-
leaders and deep technical practitioners
• Recognized for consistently delivering successful Oracle Cloud implementations
• 85+ Oracle Cloud solutions delivered for customers
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5. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Edgewater Ranzal History with Profitability & Cost Management
(PCM) Solutions
1996 2004 2005 2007 2009 2012 2014 2015 2016 2017 Future
Deliver Custom
BSO/ASO
Profitability Apps
(Essbase 7.x)
Hyperion
Development
(Project Oslo) –
Ranzal review
alpha code of
HPCM
Co-Develop
HPCM Training
Course (11.1.2.3)
with Training
Partner Keyteach
First Live
Implementation
of Management
Ledger (11.1.2.4)
Manufacturers:
Standard Rates
Domain Starter
Kit
Deliver Custom
Essbase BSO
Profitability Apps
(Essbase 4.x)
Joint Customer
Presentation with
Geoffrey Colvin
“Angel/Demon
Customers”
1st HPCM
Implementation
Replacing Hyperion
Business Modeling
(11.1.1.3)
Previews of
Management
Ledger with
Oracle Product
Management
Co-Develop
Solution for IT
Service Costing
with Oracle
(PCMCS)
Continue
Delivering PCMCS
Accelerators,
Assessments,
Domain Starter
Kits as Part of IP
Program Delivery
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6. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
SpartanNash Overview
• SpartanNash was formed when Spartan Stores based in Grand Rapids, MI
merged with Nash Finch Co. in Minneapolis, MN in Nov. 2013
• Headquartered in Grand Rapids, MI with corporate offices in Minneapolis,
Indianapolis & Norfolk, VA
• Fortune 350 Company & 5th largest food distributor in U.S.
• Leading distributor of grocery products to U.S. military commissaries
• 140+ corporate-owned retail stores in eight states
• Distribute to 1,200+ independent locations throughout U.S.
• Operate 10 wholesale distribution centers and 7 military distribution centers
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7. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Project Objectives
7
Goal: Monitor business segments performance and
produce a fully allocated P&L by Line Item, Product,
OU, and Customer
– Ability to clearly identify under-performing business
segments
– Ability to weigh business decisions based on results
– Transparency into the process
– Simplification of maintenance
– Improve Analytics and Reporting

8. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
What is a Line Item
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9. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Desire to Change
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Pain Point Need for Change - Goals
Lack of Transparency and Auditability Improve transparency to streamline data verification
and approval
No ability to set expectations for final results as
calculation times vary
Achieve a consistent calculation process for increased
predictability and control
Limited to no ability to make quick modelling updates Empower team to perform changes to methodology in
support of business change or What If analysis
Lack of intelligent analytics Set up analytics reports that are easy to use and
insightful

10. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Historical Solution
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11. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Historical Solution
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12. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
The Journey to the PCMCS Cloud
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PCMCSEssbase BSO

13. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Why PCMCS – Business/Finance Perspective
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• Familiar Technology
– Essbase
• Familiar Reporting/Analysis
– SmartView Ad-Hoc & Financial Reports
• High visibility to auditability & transparency
• Speed and efficiency of overall process
• Multi-tiered and recursive allocations handled out of the
box
• Built-in Analytics
• Simplified Security Model

14. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
PCMCS Predefined Security Roles
14
Role Functional Abilities
System Administrator • Access to all functions
• Ability to grant access
• Set maintenance windows
Power User • Add/Edit Rules and Analytics
• Import/Export data
• Run calculations
• Update metadata
User • Enter data
• Run analytics and reports
Viewer • Read access to provisioned artifacts
Note: Data Grants are necessary to give access for both read/write for all Roles except System Administrator, otherwise no access.

15. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build
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16. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build - Description
16

17. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build - Source
17

18. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build - Destination
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19. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build – Driver Basis
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20. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Menu Driven Rule Build - Offset
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21. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Traceability – Program Documentation
21

22. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Traceability – Program Documentation
22

23. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Traceability & Auditability – Execution Stats
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24. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Built-In Analytics
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25. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Built-In Analytics – Profit Curve
25

26. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Built-In Analytics – Scatter Plot
26

27. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Built-In Analytics – Dashboards
27

28. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Project Challenges
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• Merging of methodologies due to historical
acquisitions
• Driver / Source data formatting
• Synchronization requirements of PCMCS & On-
Premise
• Unicode vs Non-Unicode
• Cloud Data Management limitations

29. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Project Benefits
29
• Single point of maintenance for all allocations
• Reduced coding dependencies resulting in ease of
maintenance
• End-to-end automation process
• Ability to Report / Analyze up to 26 Historical
Periods
• Improved Analytics out of the box
• “What-If” Scenario modeling capabilities
• Allocation calculation results < 60 minutes

30. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Processing Architecture
30

31. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Lessons Learned
• Analysis of all IT Data System data is critical
– Include all data to be processed through the tool
• Discuss Reporting requirements and capabilities early in
the process
• Frequency of Cloud Updates
– Budget time for monthly functional testing
• Balancing “ease of maintenance” with “functionality”
• Critical to have engagement of end users throughout Unit
Testing process
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32. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
High-Level Solution Architecture
32

33. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
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34. BusinessAnalyticsSolutionsProvider:EPM,BI,andBDTechnologies
Q&A, Contact Information
200 Harvard Mill Square
Suite 210
Wakefield, MA 01880
Tel (781) 246-3343
220 North Green Street
Chicago, IL 60607
781-246-3343
1025 Westchester Avenue
Suite 108
White Plains, NY 10604
Tel (914) 253-6600
Nate Gruys
Business Development Manager
Email: ngruys@ranzal.com
Phone: (952) 210 - 8377
Evan Leffler
Project Lead
Email: eleffler@ranzal.com
Phone: (781) 771 - 6524
Victor Balboa
IT Manager – Financial Rptg and Analysis
Email: victor.balboa@spartannash.com
Phone: (952) 838-1549

35. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
PCMCS Assessment Workshop
Are your allocations getting the better of you?
Understand the clear approach needed to align initiatives and make the most of your Oracle technology investment
Step One: Get your team on board | Step Two: Engage with Edgewater Ranzal | Step Three: Results Delivered
Contact us! info@ranzal.com (914) 253-6600
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36. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Edgewater Ranzal @ HUGmn TechDay
Our Sessions Today:
• 8:30 - Automate and Streamline the Financial Close Process
• 10:50 - What You Need to Know about Oracle Analytics Cloud
• 1:00 - A Journey to Profitability with Oracle Profitability and Cost
Management Cloud Service
Visit our Table to Register for Prizes:
• Grand Prizes: Google Mini Home (2)
Schedule Complimentary Meetings:
• Health Checks: Hyperion, IT Financial Management
• Oracle Cloud Demonstrations
• Oracle Analytics Cloud (OAC) Free Trial & Proof of Concept
• PCMCS Assessment Workshop
Edgewater Ranzal Contact:
Nate Gruys
Business Development Mgr.
ngruys@ranzal.com
(952) 210-8377
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37. Business Analytics Solutions Provider: EPM, BI, and BD Technologies
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