US-Analytics Managed Services Presentation Overview
US-Analytics, a US-based Oracle EPM and BI-focused company, offers Managed Services with a team experienced in Hyperion. They follow a four-step process to set up clients with managed services, including meetings for scoping, presentation, pricing, and project initiation. With a commitment to customer needs and integrity, US-Analytics has a proven track record of successful engagements and a strong corporate culture.
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Presentation Transcript
Sample Sales Deck: Managed Services Presentation (Meeting 1) Scott Preszler, CEO of US-Analytics
AGENDA Introduction 1 Offering Description 2 3 MS Overview 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 4 step process to get client up and running with managed services up and running with managed services 1. Meeting 1 Introductions, Background and Needs Qualification. (This meeting) 2. 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. 1. Apps Owned 2. Current reliability, issues, documentation, processes, sizing, timing 3. Task Review ( client vs. MS team) 4. Security 5. Future Considerations 6. Managed Services Packaged of interest, HPRO, HPRO plus, Bridge .. 3. Meeting 3 Presentation / Pricing and Client Question Answered. 1. Upon contracts and pricing acceptance 4. Meeting 4 Project Start with onboarding through ongoing efforts initiated
Who is American Partners 1. About the partnership with US-Analytics 2. Less sales material about US-Analytics is acceptable
ABOUT US-ANALYTICS 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 Services Solutions ABOUT US-ANALYTICS EPM: Planning & Forecasting Process & Advisory EPM: Financial Close & Consolidation Infrastructure Business Intelligence Implementations DRM: Master Data Management Upgrades & Migrations Big Data Managed Services Training Data Integration Accolades Original Oracle Hyperion and Pillar partner Oracle Hyperion Financial Management 11 Oracle Hyperion Planning 11 Oracle Essbase 11 Oracle Data Relationship Management 11 2015 Oracle TOLA EPM Partner of the year 2013, 2014, 2015
What WE believe at US-ANALYTICS CORE FOCUS In business to drive business transformation using leading experts, EPM and business analytics tools, and proven best practices. CORE VALUES 1. Quality: customer satisfaction that meets or exceeds client s expectations. 2. Teamwork First: seeking what is best for the overall team (company, client, and partners) first, being flexible, trusting and adding value. 3. Accountability: understanding your individual role, following through to goal attainment, and assisting in success of the firm. 4. Innovative Solutions: offering forward-thinking answers to our clients demands. 5. Passionate Fun: recognizing success and celebrating it.
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.
What Makes American Partners / US-Analytics Managed Services Better 1. 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. 2. Tailored. Pick your level of HPRO and offering, then customized service ( by product, by function, by team). On boarded, documented and scheduled. 3. Systemized Escalation Path Defined. When escalated to leverage full Oracle Staff up to Oracle Aces and Oracle Support Desk. 4. Growing Practice. 2 new clients per month on average. Team continues to grow. 5. Tools and Training. All MS clients get full access to our tricks and tips.
Managed Services Responsibility Tiers 3. 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. 3. Application(s) and EPM Process Support 2. Infrastructure Support 1 . Hardware and Network Monitor and Support (Hosted) 2. Infrastructure - Support tasks related to the software and related maintenance Provide troubleshooting and resolution for software and performance issues, etc. 1. Hardware and Network Outsource hardware and network Provider owns OS and related
On Boarded Systems Management Triage Management Reporting/ Infra,App, Process Administration Monitoring Service Desk Client Communication Common Ops Helpdesk Interface Issues Managed Reporting Applications User Account Management Performance Transaction Monitoring Trouble Ticketing Parameters & frequency Infra Admin Diagnostics SOP based resolution Log Monitoring App Admin Tool Integration Real Time Problem Identification Session Monitoring Archival/Backups etc Ticket Assignment Reporting Escalation Path Defined Process Monitoring Master Data Config Escalation Management Periodic / Quarterly Review Root Cause analysis Usage Patterns Patch Mgmt End User Interface SLM Problem resolution System Performance Interface Mgmt SLM Production Support Availability
Multi Product Global Organization CASE STUDY 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 resolution Related to Hyperion platform Both application and infrastructure SERVICE HPRO SOLUTION HFM, FDM, Planning, Essbase, DRM (11.1.2.1) INDUSTRY Retail and Security
CASE STUDY Multi Product Global Organization 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 admins ? SERVICE HPRO SOLUTION Planning and Essbase BIFS and OBIA (11.1.2.1) Future : Evaluating Upgrade, DRM, FCM and ARM INDUSTRY Manufacturing and Retail
CASE STUDY Multi Product Global Organization Customer Needs: HFM, Planning, FDMEE Application and infrastructure Turnover with admin driving need for support Support: SERVICE Annual Hourly Contract Hourly support contract Coordination points with app owners SOLUTION Planning, HFM, FDMEE, DRM FCM/ARM 11.1.2.3 INDUSTRY Manufacturing and Distribution
CASE 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 SERVICE HPRO Daily, Weekly, Monthly tasks Monthly data feed loads Infrastructure tasks (performance, log files) SOLUTION Unscheduled Tickets HFM, FDM, Planning and Essbase (11.1.2.3) Greater number of tickets for both application and infrastructure Related to Hyperion platform INDUSTRY Retail
