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Several years after implementing Oracle DRM, Trane Technologies (formerly known as Ingersoll Rand) wanted to simplify their metadata administration and replace manual data governance processes and application updates with a more automated solution. They evaluated Oracle DRG and EDMCS but it did not meet the requirements and did not have seamless integrations to keep HFM, Essbase, EPBCS, OAC and R12 in sync. Luckily, Trane found EPMware Cloud and created a unified master data and data governance platform for all of their EPM needs.

Join Lisa Poché (Finance Transformation), Jaymin Manger (EPM Developer) of Trane Technologies, with Abhi Nerurkar, Managing Director at EPMware to discuss the migration from DRM to EPMware Cloud. Learn about our journey and process enhancements to manage large and complex workflows spanning 20+ stages, hundreds of monthly metadata changes, dimension mapping across multiple application types on the cloud and on-premise, dynamic approvals, custom properties and exports to a data warehouse and all our Hyperion applications in only one-click.

We’ll cover how custom validations and derivations were used to derive members and properties to automate and reduce manual efforts while eliminating errors created by end user metadata requests. In addition, non standard platforms like Sharepoint were deprecated for managing artifacts like Business rules, HFM rules and System changes, to a change controlled platform in EPMware Cloud.