EPM Conversations Episode 27 — A Conversation With Matt Bradley, Oracle Senior Vice President, Development

Matt Bradley, SVP of Development at Oracle will likely be well known to listeners; he’s a familiar face to customers and partners and can often be found talking about Oracle’s EPM strategy at conferences and other events.

Matt has worked for Oracle not just once but twice, led a healthcare decision support company way back when we still called it decision support, and joined Hyperion as the development for Planning on Valentine’s Day 2000. Listeners old experienced enough to remember the very first release of Hyperion Planning can thank Matt.

We talk about the future of on-premises Oracle EPM and Oracle’s policy of offering a rolling ten-year runway to customers who haven’t yet decided to move to Cloud for some or all of their business processes, how many customers remain in that position (via a gentle dig at a notable competitor’s market penetration), and about why that might be. Speed to a revised plan is becoming more and more crucial and we Matt shares his thoughts about how this can be supported via ML, IPM and Gen AI features. These features are a definitive break from the EPM past which have enthused the development team. We also learn about where that team sits in the world, how developers are selected and how the EPM development group works together with other Oracle teams.

Matt also talks about his customers, describing just how much (or little) of a customer’s activity can seen by Oracle – they can measure the adoption of new functionality, for example – and the way that newer entrants to the workforce have brought with them higher expectations of user experience that match what they see in non-enterprise application software.

Finally we talk about life outside of work. Raised in Warrenpoint, Northern Ireland and educated in Belfast, Matt and his family now reside in Dublin (but the Californian one). Matt is married to his high school sweetheart whom he met while performing in a stage production of They Shoot Horses, Don’t They? – which, respectfully, your hosts would not have guessed given a dozen attempts. Matt shares his tastes in literature, film and his admiration for (arguably) Northern Ireland’s greatest footballer of all time.

Spend an hour with Matt (and us) by listening to the entire episode.

Join us, won’t you?

EPM Conversations Episode 25 – A Conversation With Gabby Rubin, Group Vice President, Product Management, Oracle Analytics, Part 1

What’s past is prologue

I (and the rest of your EPM Conversations hosts) first knew Gabby from his time in Essbase product management, a role he has long left. Celvin and I (50% of your host population) have been out of the Oracle space since 2017 so it’s difficult to remind ourselves that nothing stands still, and certainly not a dynamic personality like Gabby. Forgive us two if some of our questions dwell overmuch on the past, where Natalie’s and Tim’s are focused on today.

However, Gabby’s past story is one worth exploring as it informs the present – from the military to multiple startups to Big Red. Throughout it, he’s his inimitable self, bringing humor (yeah, this is the plug for the first episode, but wait till the second episode – it’s…incredible, and it doesn’t make sense unless this episode is heard first) and a playful wit to the performance management space.

Just some of the highlights

HyperRoll and its first home in Oracle Express, ASO, the lawsuit, HyperRoll’s purchase by Oracle. just what exactly is Hybrid Essbase (the number of hours we’ve debated just what is happening under the covers), Essbase’s place today and tomorrow, working at small and large firms alike, helping out idiots who write multiple books on Essbase, and philosophy. That’s an awful lot to cover in an hour, hence this episode as part one of two.

Join us, won’t you?

EPM Conversations Episode 23 — A Portrait in Leadership: Women in EPM with Oracle Barbie aka Kate Helmer

A doll by any other name

Kata Helmer, aka Oracle Barbie formerly known as Hyperion Barbie, Oracle Ace Director, and oh yes ODTUG board member is just one person, but oh my, what an accomplished one. 

I’ve always been intrigued by Kate’s alias:  she’s quite obviously a professional of some import and yet names herself after a child’s doll.  Why?

Subversion vs. celebration

Barbie (the doll, not the guest of this episode in the Women in EPM series) – or at least I thought so before recording this episode – sort of has a not totally awesome reputation.  How wrong I was (again, Cameron, again?) and, having been the host (and listened to the episode eleventy times during the edit), how sure I am there can be real difference between a man’s and a woman’s perspective.  Or I was just wrong.  Or why not both?

Kate views Barbie as an exemplar of a woman that can do anything.  Beyond the popularity of Barbie as a doll and the success of the recent Barbie movie, there are any number of academic posts on the subject.

So is “Oracle Barbie” a sly flip of an incorrect impression or an overt embrace of a powerful woman?  Listen and find out.

NB – I was strictly a 12 inch GI Joe (surely the only real one – those Wee Willie Winkie ones are sort of an action figure abomination) fan and they taught me that camping is fun, which although a nice leisure activity, was not a transformative life effect.

The path to master data management

Kate’s journey from the defense industry to Hallmark to consulting with an ever-increasing emphasis on managing the data that defines data is interesting.

What I also find interesting that Kate was introduced to Essbase in a manner similar to mine:  her manager asked her to take a look at Hyperion System 9 and the rest is history.  Performance Management has many branches but its roots are the same.

Just who is your favorite serial killer?

EPM Conversation episodes have a “rule of 3” where the guests tell us what their favorite three books, movies, and people in history are.  Nowhere in that list is the subject of serial killers although I suppose opening it up to “people in history” could include them.  Don’t believe me?  Go to about 52:25 to hear the immortal words. “You’re not a true crime junkie until you have a favorite serial killer”.  All I can think of is this song.

The rest of the story

There’s more, much more than the above précis.  The only way for you to know is for you to listen to Kate’s episode.

Join us, won’t you?

EPM Conversations Episode 22 – A Conversation With Shankar Viswanathan, The Man Who Owns The Product That Bought Me My House

Let’s not forget that it also sent Natalie’s kids to college

We (your EPM Conversations hosts) owe a lot – a financial kind of debt as well as a professional one – to Shankar and Hyperion/Oracle on premises /PBCS/EPBCS/EPM Cloud Planning. Seriously, I first set eyes on what was then Hyperion Planning Desktop (which alas I cannot find a screenshot of but know it’s out there somewhere), I thought, “Cameron, you idiot, this is the future” and so it has been through (gulp) decades of work. Never, our Performance Management audience, look askance at a sure thing.

Part of that product’s success has been Shankar Viswanathan’s careful stewardship of a product that grew from an application wrapper around Essbase (and a horrific and quickly abandoned Win32 app that was supposed to be the workspace of users of All Things Hyperion and yes, Shankar, I really do hope you didn’t create that) to a complete EPM cloud platform. At its core, planning and budgeting hasn’t at it’s core really changed all that much (ZBB came and went, driver based planning is still here, and yes AI/ML now has its turn in the Wheel of Planning Fortune) but what we still call Planning certainly has. Of course Shankar didn’t write each line of code nor did he define and design every bit and bob of UI, but it’s easy to see his steady hand in Planning’s evolution through the lens of customer success.

Introspection

Each and every one of EPM Conversations’ guests is a joy for they are enthusiastic, open, thoughtful, visionary, and just about everything one might hope for in a colleague and a friend. Shankar is all of things and yet he is different.

By that I mean Shankar is quiet in the physical sense. We struggled with Shankar’s voice until we (we = Celvin) realized that is simply how Shankar talks; he is well worth listening to and the volume button on your phone isn’t that hard to use. Sometimes how we think is reflected in how we speak: introspection, consideration, reasoning, and sensitivity don’t need to be shouted to be understood. Shankar is well worth a listen.

Maybe the most interesting part

All of what I wrote about Shankar’s professional interests hold true for his personal ones.

There’s a wide range in all three areas of historical men, literature, and movies: E.O. Wilson, , Gandhi, and Steve Jobs for the historical figures, in reading, Ayn Rand as a teenager, to E.F. Schumacher’s Small is Beautiful, John Kenneth Galbraith’s The Anatomy of Power, and Fritjof Capra’s The Tao of Physics, and finally a varied palette of movies in Shawshank Redemption, The Bang Bang Club, and Heat.

This is, in case you’ve not been able to tell, one of my favorite episodes.

Join us, won’t you?

A Portrait in Leadership: Women in EPM with Minie Parikh

Yr. Obt. Svt. finds broad cultural movements to be interesting both conceptually (what are they, why do they exist, how did they start, and the rest of the who, when, and where list) and in practice because of their broad outcomes and impact on individuals.

My inveterate curiosity aside, women in STEM (STEAM) has been a current in social and professional change for roughly the past decade. Various organizations and companies, e.g., ODTUG, PwC, OneStream, Oracle, and many others, have been active advocates of this program

In many (most, really) respects, EPM Conversations is a series of, um, conversations with the leading lights in our Performance Management (and others) community and we have been blessed with a truly eclectic and interesting set of guests.

EPM Conversations has a started a new series in that vein – Portraits in Leadership: Women in EPM. Our first guest is Minie Parikh.

She is a true renaissance woman: driven, smart, far sighted, artistic, perceptive, altruistic, warm, positive, and more and oh yeah, right in the thick of EPM with her firm, EPMI.

Minie’s story is inspiring: a first generation American who rejected her expected professional path and instead became a Big4 consultant, cofounded a boutique consultancy (EPMI), is a guest on this podcast (ahem, that’s only kind of a joke, one that is quite firmly tongue in cheek, but it is quite hard to pique our collective interest and oh by the way, she too has a podcast), while leading through active participation and by example in WIT. If that isn’t leadership, I don’t know what is.

And lest you become overwhelmed by all of this, there is of course that human story, and it’s kind of out there.

Love and marriage, love and marriage, go together like an SmartView query

With the most profuse apologies possible to Old Blue Eyes and Sammy Khan, love and marriage and Excel and Smartview and Essbase rarely, and I do mean just about never except maybe this one and only time, come together and yet in Minie’s case, it most absolutely did because she met her husband, Nihar Parikh in a bar where they bonded over their mutual love of SmartView. It is totally geeky cool and very sweet. Never say there’s nothing new under the Sun.

The first of many

Fingers crossed, our new series finds favor with you, Gentle Listener. One of the great things about this podcast is the ability to quickly jump from one theme to another. As this section header notes, Minie is not the last.

Join us, won’t you?

EPM Conversation Episode 17 — A Culture Clash Conversation or Are The Simpsons Really How Latin America sees us with David Blanco and Belen Ortiz

Our guests, conferences, and we’re much the same but really quite different

The second in EPM Conversations’ Culture Clash series features two guests from Latin America: David Blanco and Belen Ortiz. I know both from conferences only. Actually, all of my cohosts and all of our guests are, one way or another, part of EPM Conversations (and my life as well) because of conferences. OneStream’s Splash is coming up in just over a week, 17 to 20 April, ODTUG’s Kscope is happening in Aurora, CO, 25 through 29 June. If you work in either (or both) of these technology stacks, I encourage you to attend the conferences. The sessions are key to our professional development; the networking is as well, cf. this podcast’s existence.

Is perception reality? Let’s hope not. But maybe it is.

This series has been from the perspective of North Americans (well, USAians) who try to understand our comrades in arms across the world. What we (and by we I mean your hosts and of course you, our audience) learn is always interesting. Sometimes the lessons are surprising.

How do guests who hailed from Mexico and Argentina and now live in Canada and the US of A, respectively, originally perceive those of us in the Land of the Free?

How we USAians see ourselves

How (apparently) Latin America sees us

D:\Dropbox\Podcast\The_Simpson_Vector.png

What we (your EPM Conversations hosts) probably are

It turns out that The Simpsons are wildly popular in Latin America. From Mexico (geographically North American but culturally part of Latin America) to Argentina (Latin America yes, but oriented towards Europe), The Simpsons are a prime American cultural export.

Color me a bright pink for I am blushing. A lot. How mortifying: what is possibly the most moronic television family in the US (stiff competition there) is how much of the world sees us. At least it’s with amusement. And at least they don’t equate us with Family Guy.

My personal embarrassment aside (Yr. Obt. Svt. is the only host native-born, so my humiliation is greater than Celvin’s and Tim’s), it was hugely entertaining to hear how the show is a window into my homeland. I note that despite watching The Simpsons both Belen (California) and David (uh oh, he lives in Canada, so perhaps …) speak warmly of the United States.

Back to our guests

David has been in the field roughly as long as I have. It’s always a pleasant trip to the past when I hear that someone worked for Comshare, the granddaddy of all Performance Management firms. I can’t remember if he started with Essbase or went back even further to System W (2,048 members per cube in total on a gigantic IBM 3084-Q64 System 360 MVS/TSO mainframe).

Belen started out in computer security and serendipitously ended up in the Performance Management space. Anti-virus expert to Essbase to all-rounder in EPM is quite the trip. It was also interesting to hear about the Argentine approach to software licensing and IT good practices. ¯\_(ツ)_/¯

Their show is witty, warm, and interesting by turns. We your hosts, and you Dear Listener, are lucky to have them as comrades in arms in our Performance Management world.

Join us, won’t you?

EPM Conversations Episode 16 — A Culture Clash Conversation or 50 Million Frenchmen Can’t be Wrong with Ludovic De Paz and Pascal De Schryver

Culture Clash Series

The performance management world is broad.  Those who practice within it are wide in skills, dispersed in geography, deep in talent, and – in general – all jumbled together. 

Your hosts are all North Americans (Canadians and Mexicans rejoice for this American has finally figured out how not to use “America” as shorthand for that quarter-or-so of the globe above the equator and a bit west of the Greenwich meridian) but hail from three different continents.  Beyond the differences in our personalities, it’s easy to see your hosts’ cultural influences in this podcast:  British diffidence, Indian thoughtfulness, American brashness.  Stereotypes and certainly wide brushed, but where your hosts’ formative years were spent marked us.  With luck, it makes for an in interesting podcast.

In that vein, we thought it would be interesting to talk to our fellow North American performance management practitioners who work and live here today but come from elsewhere.  Our audience is primarily from that quarter of the globe mentioned above; we are not perhaps the most introspective people and might be improved if we were so.  An outsider sees the quirks and foibles that a native cannot.  This episode begins a series on work culture – not Culture Wars – from the perspective of those who have worked professionally here and elsewhere.

Our Very Special Guests

I’ve known Ludovic for seemingly forever:  in Oracle-land as a webinar copresenter on ASO Planning and as an employee at OneStream.  Poor guy, he can’t seem to shake me.

I met Pascal on the drive back to the airport from a OneStream Services meeting, packed like a sardine in a rental car.  I remember thinking, “I am the only one out of seven in this car that was actually born in the United States.”  Perhaps a portent of this series?  It did set me to thinking, so maybe.

246 Varieties of Cheese*

Beyond knowing Ludovic and Pascal, there is the role of France in North America:  Quebec, the Marquis of Layfette, the Louisiana Purchase, the French Emperor of Mexico (yes, really) whose imposed rule by Napoleon III (no, that one, the other one but still a Napoleon) triggered the Battle of Camarón (yes, also named the Battle of Cameron, really) and the cherished artefect of legionnaire Jean Danjou’s wooden hand.  Yes, really.  How could we not have France as our first Culture Clash?

The conversation is wide ranging, informative, funny, historical (you’ve already started to get this Francophile’s taste for great French statesmen) and philosophical (yes, really, Frenchmen discussing their favorite philosophers just as one might expect).  We thoroughly enjoyed it and think you will too.

Hear the conversation

We hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners just like you to more easily find EPM Conversations.

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*OMG, before you all lose your minds, the (2nd) greatest Frenchman of them all said that about governing his country.

EPM Conversations — Episode 14, A Conversation with Sree Menon, The Calc Man

Sree Menon, The Calc Man

Many years ago (just over 10!), Yr. Obt. Svt. wrote a blog post on why he Hated and Loved Calculation Manager. I even did it twice. I am – oft times, still, it continues unabated – a complete smartass who pays little heed to what he says and writes and this was most definitely one of those times. These posts were a continuation of not altogether terrifically awesome judgement as they were an expansion of a similarly-snarky two parter on Hyperion Business Rules. 2009? 2012? My, but the time does fly.

So that’s four snide technical blog posts on two closely related Oracle products. As is typical and as has been noted, I performed zero thought on any potential consequences that might arise from click-bait (was that even a term in 2009?) titles: Oracle could have gotten annoyed and come down on my head with a bag of hammers or they could have ignored it and hoped that no one read my posts or they could have read it, realized that (somehow) there was a little value in it and reached out to me so that in future my posts on this subject weren’t complete and unmitigated garbage were improved in their content, focus, and quality.. The latter is exactly what happened and it did so in the person of Sree Menon, the EPM Calculation Manager Development Manager, aka Calc Man.

No one at Oracle had ever spoken to me outside of Kscope; certainly no one on the development side of the house (I believe that at the time Sree was both Product and Development Manager of Calculation Manager although my memory is fuzzy on this) had ever interacted with me in any form. Sree was helpful, open, and friendly. He wanted Oracle’s tools to be better used, he wanted me to better understand it, and he surely wanted me to write better blog posts. All three occurred, and they occurred because of Sree’s thoughtful approach, despite my artless approach to all things Calculation Manager. Yes, I am a huge fan.

And I think you will be as well as you listen to Sree’s episode. His professional journey has taken a few twists and turns that you may be familiar with (Have you ever wondered who wrote Essbase Application Manager? Wonder no more.) and you’ll get a true developer’s perspective on what it takes to make the Performance Management tools we use.

Hear the conversation

We hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners just like you to more easily find EPM Conversations.

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EPM Conversations — Episode 13, A Conversation with Elizabeth Ferrell, Accountant (ex), Advocate (of so many things), and Aviatrix

Natalie Delemar and I – as with so many others in the performance management space – first met Elizabeth Ferrell at a conference, in this case ODTUG’s Kscope.

Elizabeth’s path to her current job, focus, and professional interests evinces the typical path from school, to finance, not-at-all-usual hobby, and now to our beloved performance management community.

But to characterize Elizabeth as typical is to do her an injustice or perhaps just inaccuracy on Yr. Obt. Svt.’s part. As evidence of that (beyond of course this EPM Conversation episode) is to have a read of Elizabeth’s thoughtful article on the state of your – ours – work satisfaction and what we do with that.

Her episode is just as thoughtful.

Join us, won’t you?

EPM Conversation – Episode No. 2, Part 2, A Conversation With Essbase Lady, Natalie Delemar

Intro and outro, part 2

Short and sweet? Yep, that’s the way it is on the ever-busy www.epmconversations.com. Let us give thanks. That’s okey, ‘cos we’re going to let the conversation speak for itself.

This is the second and (alas) last episode with our very special guest, Natalie Delemar. Here’s the agenda:

  • 00:45 – 06:40 The Changing State of the EPM (Vendor) Market
  • 06:40 – 17:20 What’s the technical profile of people getting into the various EPM tools now? Developers, Administrators and Groovy.
  • 17:20 – 22:32 Why has Oracle incorporated so much customisability via Groovy? History of Groovy in Oracle EPM.
  • 22:32 – 34:25 How long will Essbase stay the Engine for Oracle Planning?
  • 34:25 – 40:26 ODTUG Board Experience and Growth from the Professional Community
  • 40:26 – End Summary / Conclusion

It’s all Good Stuff.

We hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners to more easily find us.

As always, you can listen on 

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