At your service: Cloud integration made easy

Transcription

1 At your service: Cloud integration made easy Session ID: Prepared by: Chris Thom Director Success story on how Park Hotels and Grant Thornton utilized ICS in their Integration Strategy 7/9/2018 Grant Thornton, Remember to complete your evaluation for this session within the app!

2 Introduction Chris Thom Director Grant Thornton, LLP SDC(Solution Delivery Center) Leader Oracle Cloud Certified Professional Thought leader in the SaaS/PaaS integration space

3 About Grant Thornton Office locations 59 offices spread across 30 states and Washington D.C. Reach Serve 36% of companies on the 2017 Fortune 500 list and 25% of companies on the Russell 2000 list People More than 8,500 professionals in the U.S. Partners 594 partners serving more than 8,000 clients in the nation Our services Assurance Tax Advisory Revenue GT U.S. net revenue equals $1.74 billion stats are as of 07/31/ Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 3

4 What we do A full suite of services provided by professionals with the right experience Financial statement audits SEC registrants (public companies) Private companies Employee business plans Not-for-profit organizations Government Accounting consulting services U.S. GAAP Implementation of new standards IFRS reporting and conversions Fresh start Other comprehensive bases of accounting Partnerships Federal, multistate and foreign tax returns Loan staff and outsourcing services Tax accounting and risk advisory Accounting for income taxes Tax function optimization Global compliance and reporting Public finance services Cash flow and yield verification Arbitrage rebate compliance Examination and reviews Conflict minerals reporting Sustainability reporting Vendor compliance Service organization controls HIPAA/HITECH security and privacy controls Cybersecurity controls Other subject matters Federal tax Corporate tax M&A Accounting methods Cost segregation Interest and penalty services Research tax credits Section 199 DPAD Fixed asset services Public finance services Examinations and reviews Accounting consulting services Partnerships Financial statement audits Tax accounting and risk advisory Our Clients Federal Federal International Transaction services State and local Private wealth Human capital Business risk services Business consulting and technology Business consulting and technology Financial management Strategy and performance improvement Technology strategy and management Technology solutions State and Local Tax Controversy Credits and incentives Real and personal property tax Reorganizations, M&A Sales, use and other transactional tax Unclaimed property (escheat) Private wealth services Corporate executives Business owners Family office services Business risk services Risk advisory services Forensic advisory services Data analytics Transaction advisory Diligence Corporate finance Operations Tax International tax BEPS analysis and perspective Global growth strategy Transfer pricing Cross-border structuring Legal entity optimization Global tax compliance Human capital services Actuarial Benefits Compensation Employment tax Global mobility services Human resource services 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 4

5 Our Oracle Practice Creating business harmony in the Cloud Find your silver lining gt.com/silverlining 2017 Grant Thornton LLP All rights reserved U.S. member firm of Grant Thornton International Ltd 5

6 Session Objectives About Park Hotels Our Story Planning Integrations Develop Integration Strategy Build Integrations Test Integrations Deploy

7 About Park Hotels

8 About Park Hotels One of the largest publicly-traded lodging real estate investment trusts (REIT) Comprised of a geographically diverse portfolio of hotels and resorts Portfolio consists of 66 premium-branded hotels and resorts with over 35,000 rooms around the world 85% of our portfolio is in the luxury or upper upscale segment 90% is located in the U.S. in 4 of the top 25 markets 70% of our portfolio is located in the central business districts of major cities or resort or conference destinations

9 Our Portfolio

10 Park Hotels Story

11 Park Hotel s Story Non traditional startup company Limited IT infrastructure IT Applications to support the business Mature business processes to support the business

12 Our Goals

13 Integration Planning

14 Planning Integrations Identify integrations Transaction volumes Number of files Frequency Complexities Source and Target Key members Develop common blueprints for integrations

15 RICE List

16 Integration Patterns

17 High Level Integration Flow

18 ICS for Conversion

19 SFTP Structure

20 SFTP Structure

21 ICS Easy as 1-2-3

22 ICS - Connections Plan your endpoints (SFTP, File, SOAP, Rest, etc) What is ICS connection to ICS Documentation Know your licensing check with Oracle CSM/ISM if unsure

23 ICS SFTP Connection

24 ICS Cloud ERP Connection Used for connecting to Cloud ERP environments Can be used for FBDI bulk loads Invoking SOAP services available from Service Catalog URL - gservice?wsdl

25 ICS Cloud ERP Connection

26 ICS Orchestration Planning Connections SFTP Cloud ERP Lookup Old value to new value Mappings Source file to FBDI format ESS Job submission.properties file Callback URL ICS Callback for child job completion

27 ICS Integration Style Patterns Orchestration Most commonly used as a standalone integration to move data from one system to another Map Data typically used for mapping data from one web service to another Publish to ICS Used to publish messages to Oracle Integration Cloud Service through a predefined Oracle Integration Cloud Service Messaging invoke Subscribe to ICS Used to subscribe to messages from Oracle Integration Cloud Service through an Oracle Integration Cloud Service Messaging trigger

28 ICS Integration Building Add & Configure Trigger (source) connection Common Actions Stage ICSFile ForEachRec MapFile WriteFile Invokes (target) connection

29 ICS FBDI Integration - Example 1.Type of Integration Scheduled or Triggered 2.Source Connection used to read the data 3.Map Used to map the source data to the Target Connection 4.Target Connection used to trigger the services in Cloud Financials

30 .properties file What is it? Configuration file Submit 1 or more post load process jobs Along with the job parameters Where should I put it? In the zip file with the data file Or In the UCM repository

31 Points to Consider This approach requires Data be translated in the source system File is transformed by the source system File is zipped and ready for processing Why use this approach? Speed to implement Flexibility Reliability

32 Points to Consider What if you can t use this approach? Not to worry, you can define Source schema Target schema Map from Source to Target(including lookups)

33 Points to Consider Simple Drag and drop UI

34 How do you know your integration was successful?

35 High Level Integration Flow

36 Callback What is it? Mechanism to return the submitted jobs Process ID s Job Status Outputs Log Files

37 Callback 1. Initiated as a web service call from Cloud Financials 2. Map the call to write the zip file containing logs and output to a file on your SFTP 3. SFTP connection to your SFTP

38 Success Measured in multiple ways Creation of Source file/process Invocation Target file/process Status of Individual steps along the way End result in the Target system Example ADP generates file and sends to SFTP ICS picks up file from SFTP Maps data Uses Lookups Invokes FBDI process in Cloud Cloud FBDI process kicks off Import Jobs Data imports or fails

39 Deployment

40 Deployment Simple Extract and Import Considerations Naming of Connections Avoid using Test, Dev or other alias type values Debugging Only have turn on when there is an issue Enabling affects performance

41 Session ID: Remember to complete your evaluation for this session within the app!

42 Upcoming events Join Grant Thornton for our upcoming thought leadership sessions: Webcasts: 5/8: Optimizing the financial close: Account reconciliation automation 6/6: Planning for your HCM transformation Oracle conferences: 6/11 6/14: OHUG global conference in Las Vegas, NV 8/20 8/22: INFOCUS in Denver, CO 10/21 10/25: Oracle OpenWorld in San Francisco, CA

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