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A Whale of a Tale! How Pacific Life Breached the Cloud with DRM to EDM Migration

Pacific Life needed to migrate its whale-sized, but aging, Data Relationship Management (DRM) and Data Relationship Governance (DRG) footprint to the cloud as part of a larger ground-to-cloud and financial transformation initiative.

The DRM/DRG implementation had been successful and well-adopted, and solved many issues such as removing barriers and silos across organizations, aligning master data across business domains, and automating the master data maintenance process to provide consistency, quality, and integrity. It was critical these tenets were carried forward during the “surfacing” journey to EDM.

Join us in this session to learn how Pacific Life pulled this off and hear more about topics such as:
• Establishing EDM as a master data hub for numerous target applications including ERP, EPM, and non-Oracle systems
• Translating extensive DRG workflows into the EDM approval policy paradigm (including a brief demo)
• Technical and process challenges and growing pains in switching from the DRM product and mindset to EDM
• Approaches on educating and training the EDM administrators, data stewards, and data governance users
• Lessons learned, benefits, and next steps in the Pacific Life cloud transformation
Aurora C
June 28th 02:00 PM
June 28th 03:00 PM
EPM Foundations & Reporting
Master Data Management
Case Studies
FP&A Professional, Finance Management (Director, Controller, VP), EPM Jack of all Trades Consultant, “Planning” Consultant, Financial Systems Analyst / Administrator

About the speaker:

Stephanie Blair
Director, Enterprise Financial Solutions
Pacific Life Insurance Co.

Stephanie is a director on the Enterprise Financial Solutions team at Pacific Life Insurance. After 18 years in accounting and reporting, she transitioned to financial systems support, where she has been for the past 11 years. Recent team responsibilities include business system analysis, process improvement, change management, system administration, governance, and internal controls. Also included is master data management for the company's general ledger chart of accounts.

She has a Bachelor's degree in Accounting and holds the following certifications: Certified Public Accountant (CPA); Fellow, Life Management Institute (FLMI); and Prosci Change Management Practitioner.

About the co-speaker:

Kevin Black
Product Manager - Master Data

Kevin Black is currently a product director at Alithya and an Oracle ACE Pro. He is an experienced Oracle EPM professional, having been involved in this space since 2005 – first as a client and then as a consultant, when he joined Edgewater Ranzal in 2014 (which later became Alithya).

His current focus is Oracle Enterprise Data Management (EDM), master data, and data governance. He is a certified EDM implementation specialist. He also has expertise in Data Relationship Management (DRM), Data Relationship Governance (DRG), and is a certified DRM implementation specialist.

Prior to his EPM career, Kevin held various IT positions at technology companies including Hewlett-Packard, Agilent Technologies, and First Data Corporation. Kevin regularly writes blog posts and contributes to Oracle EPM community forums. Having spent the majority of his career as a customer, Kevin strives to always bring the client perspective to his consulting engagements.