Cloud Transformation: Changing Dynamics Along the Cloud Maturity Model

Middle East Financial Services Company: Cloud Transformation Journey
Modernizing legacy systems is no longer optional for financial institutions—it’s a necessity for agility, compliance, and operational excellence. This presentation showcases the cloud transformation journey of a leading Middle East financial services company that manages securities exchange and clearing segments. The organization successfully migrated from on-premises Oracle systems to Oracle Cloud HCM and Oracle Cloud ERP, revolutionizing its hire-to-retire and financial processes.
By embracing Oracle SaaS solutions, the company eliminated manual tasks, reduced operational inefficiencies, and streamlined unaligned business processes. It overcame challenges such as clustered integrations and maintenance overheads, including applying security and technical patches. The transformation enabled real-time financial reporting, asset lease tracking, and scalability—without disrupting ongoing business operations.
What You’ll Learn:

Real-World Challenges & Lessons Learned: Understand the hurdles faced during Oracle Cloud HCM and ERP implementations and how they were resolved.
Business Process Harmonization: Explore strategies for aligning HR and financial workflows across the enterprise.
Integration Mechanisms: Learn best practices for connecting Oracle Cloud applications with existing systems.
Implementation Tips & Tricks: Gain insights into proven techniques for successful SaaS adoption.
On-Premises to SaaS Migration: Discover how to plan and execute migrations with minimal risk and maximum efficiency.
Greenfield Implementation Guidance: Learn how new projects can leverage these lessons for smoother cloud journeys.
Data Validation & Continuity: Ensure seamless transfer of reports, reduce risk during reconciliation, and maintain business continuity.

Learning Objectives:

Understand the bigger picture of how different modules function within the complete HCM and ERP Cloud suite.
Learn current capabilities and how to apply them to your organization.
Maximize ROI from your cloud transformation journey.
Deep dive into critical requirements and uncover hidden product capabilities for workaround solutions.
Make the transition easier by streamlining data validation and reducing risks.

As Gartner emphasizes, accelerating digital finance technology adoption is key to driving business performance. This case study demonstrates how Oracle Cloud solutions deliver on that promise—empowering financial institutions to achieve operational excellence and future-proof their business.
👉 Download the full presentation and learn more here:
https://www.datavail.com/resources/middle-east-financial-services-company-cloud-transformation-journey/

1. CLOUD TRANSFORMATION:
CHANGING DYNAMICS ALONG THE
MATURITY MODEL
106230
09/05/2023

2. We’ve Done this for
17+ years
1200+
Consultants focused on Cloud
deployments and managed services
1000+
Implementation
Experience
10+
Years Cloud
Experience
12+
Focused
Industries
500+
Customers with
average lifespan of
7+ years
$25M
Invested $25M in IP that improves
the service experience and drives
efficiency
We are aconsulting/managed services partner specializing in
translating your IT technology asset into business value….
Accelerated
Cloud
Migrations
Systems
Integration
Data Migration
and
Conversions
Regression
Testing
Health
Checks &
Assessments
Upgrades
Cloud
Consulting
Cost-value
Analysis
Optimization
Managed
Services
Migrations,
Optimization,
Support
Monitoring &
Incident
Response w/ SLAs
Service
Requests
24x7 In-Office
Coverage
Proactive Services
(Health, Tune)
Project Services Operational Managed Services
Our Technology Partners

3. Free Beer for a Year!

4. •Market Dynamics Driving Cloud Innovation
•Executive Summary
•What is Cloud Maturity Model?
•Cloud Adoption Framework
•Cloud Maturity Model –Levels
•Use Case : Business Transformation
•Deployment Options
•Evolved
AGENDA

5. Certification
•Oracle Certified in Payables
Implementations
•General Ledger
•Accounts Payables, Accounts
Receivables
•Fixed Assets
•Expenses
•Procurement
•ERP Systems with Supply
Chain Management (SCM)
SARAH
MARTINEZ
Oracle Cloud ERP Solutions
Architect and Functional Lead
Datavail
Experience
•10+ years of Oracle
Cloud ERP
•Multiple roles &
industries
Background
•Third-party integrations
•Multi-currency
consolidations
•Financial reports
•Complex approval
workflows

6. One or more
possible compelling
and disruptive
situations trigger
change
Guiding Principles
•Relevance
•Rigor
•Replicability
•Consistency
Other
Talent
Shortage
Millennials
Efficiency
Business model
Growth
New Mandate from
CEO, CFO or CIO
Infrastructure &
Overhead Avoidance
Avoiding an
On-Premises Upgrade
Multi-ERP
Rationalization
Enabling
Subsidiaries
Compliance,
Risk & Regulation
Shared Services
Initiatives
Process
Standardization
IT Modernization
Compliance,
Risk & Regulation Going
Global
IPO or Spin-Off
Mergers &
Acquisitions
Entering New
Markets
Scaling for
Growth
Future
Proofing
Disruptive
Competition
Business
Model Shift
Unlock Value
of Data
Technology
Obsolescence
Revenue &
Subscription
Emerging
Technology
Data
Transparency
Meeting New
Business
Needs
Improving
Collaboration
MARKET DYNAMICS DRIVING CLOUD INNOVATION

7. Cloud SaaS has been posed as an ideal solution to assist businesses in achieving their
Scalable and Sustainable.
EXECUTIVE SUMMARY
Cloud SaaS can offer services
with the following benefits:
•Ability to Align and Scale with
Market Dynamics and Rich in
Solution features and abilities
•Ability to stay current and
Potential infinite Process
Improvement Opportunities
•Ability to acquire and analyze
unstructured data to drive
outcome driven business
decisions
Alignment With Business Goals & Primary
measurements
Efficiency. Infinite Efficiency Improvements
Velocity. Agility to Adopt or Support new functions and capabilities
Time. Scaling of Capacity to meet Business requirements
Focus. Enablement of Resources for business needs
Capability. Flexibility of existing solutions reused to enable new
Initiatives
Quality. Improved quality through use of Sustainable best practices
Reliability. High Availability of Infrastructure & Resources

8. Open Alliance for Cloud Adoption
(OACA) defines CMM* as:
A framework for identifying specific
solutions to enterprise adoption of
cloud/hybrid IT. The CMM thereby seeds
a road map tocloud adoption, pointing
to potential gaps and possible
frameworks and solutions to consider
and identifying capabilities required to
achieve specific levels of maturity and
address targeted use cases.
*CMM: Cloud Maturity Model
WHAT IS CLOUD MATURITY MODEL?

9. CLOUD MATURITY MODEL: ADOPTION FRAMEWORK
Vision/Goals
Objectives
Execution

10. CLOUD MATURITY MODEL: ADOPTION KEY ENABLERS

11. CLOUD MATURITY MODEL –LEVELS
Legacy Applications
on Dedicated
Infrastructure
No cloud approach
No cloud footprint
Federated, Inter-
operable, and Open
Cloud
Capability incrementally
improves based on
consistently gathered
metrics
Assets are proactively
maintained to ensure
relevance and
correctness
Organization established
the potential to leverage
inter-cloud operations
Manual Federation
Cloud-aware
applications deployed
per business
requirements on public,
private and hybrid cloud
Governance process in
place to measure and
quantitatively manage
cloud capacity
Tooling and
Integration for
Automated Cloud
Usage
Effected parties
reviewed and accepted
the approach
Documented approach
is either followed or
near adoption
Process for Cloud
Adoption Defined
Approach is decided and
is being adopted
opportunistically
Approach is not
accepted widely across
enterprise, resulting in
redundant or alternative
options in consideration
Initial benefits realized
for leveraged
infrastructure
Analysis of Current
Environment’s Cloud
Readiness
Cloud potential
assessment for existing
systems & services
Cloud footprint
awareness and proof of
concept cloud footprint
in motion
CMM 0
Legacy
CMM 1
Initial, Ad-hoc
CMM 2
Repeatable,
Opportunistic
CMM 3
Defined,
Systematic
CMM 4
Measured, Measurable
CMM 4
Optimized
Analysis Capability Gains Efficiency GainsVelocity & Quality Proactive
Capability, Efficiency, Velocity and Quality continually increase as higher levels of implementation are achieved

12. USE CASE: ADOPT CLOUD -BASED SERVICES TO ENABLE
BUSINESS TRANSFORMATION
Goal:The overarching goal is business transformation, and technology enablers are needed to enable that
transformation. Cloud technology offers many of the transformational capabilities required to compete in the future
marketplace, and the organization needs to create a structured plan for the identification, assessment, migration,
integration, and management of cloud technology.
Failure Scenario:
•Loss of Business Confidence in realizing value, leading into Stop-gap bandaid solutions
•Cloud initiatives are isolated and do not add any material value savings to business enablement, velocity,
transformation and effectiveness.
Assumptions:
•Executive-level Sponsorship and Commitments
•Organization recognizes potential value that cloud-based
services could deliver
Success Scenario:
•Clear Strategy has been established that enables
required Business objectives and transform the
business. Once delivered ability to realize the value

13. USE CASE: DECIDING
WHAT AND HOW TO
MOVE TO THE CLOUD
Two important aspects of
categorizing business systems,
applications, and data include
the following:
•Differentiating capabilities.
A competitive capability in terms of how
the organization competes in the
marketplace. For example, design
engineering—how the company makes
its product—is a differentiating capability.
•High-risk data. Data with a high
security rating, normally involving
intellectual property and/or regulatory
requirements.
Traditional On-Premise Software
(reuse, buy, build)
Software as a Service
(SaaS)
Low cost, fast time-to-market
Good Enough
Is there an existing on-premise
app that is good enough?
Is it a differentiating
capability
How much risk is associated
with the data?
How extensively would we
need to integrate?
Is there a long-term
cost benefit?
Do we want to fund from
expenses or capital funds?
Is this an industry-standard business
process with mature SaaS vendors?
Is low startup cost and fast
time-to-market important?
Are there in-flight projects that
may impact decisions?
Do we want to stay on the
leading edge of the industry?
Does SaaS have built-in data
integrations we need?
Does the user base
require broad accessibility?
How can we achieve the
desired user experience?
Is it a niche or
temporary capability?
Do we want fewer development
and support resources?
Differentiating
High risk
Extensively
On-premise cheaper
Capital funds
Not standard
Yes, on-premise
Controlled
Non-differentiating
Low risk
Not extensively
SaaS cheaper
Expenses
Less resources
Standard/Mature
Niche/Temporary
Yes, aligned to SaaS
Leading edge
Yes, key data
Broad accessibility
Standard, open

14. USE CASE: SAMPLE MATRIX FOR CATEGORIZING
SYSTEMS AND APPLICATIONS

15. SaaS
(Fully commoditized)
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
IaaS
Data
Applications
Middleware
Virtualization
Servers
Storage
Networking
PaaS
(Partially commoditized)
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
On Prem
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
OS*
Not Shared Shared
Considerations about cloud
PaaS Challenges:
•Dependencies on other Applications
•Security Controls by application
•Services Consumed by Application
•Data required by the application
•Underlying technology Architecture
•The effort required to rewrite code
and configurations and conduct
testing
•Costs of cloud-deployment options
•Business risks of performing a
migration
Modernize
CLOUD MATURITY MODEL: PAAS CHALLENGES TO EXPLORE

16. SaaS
(Fully commoditized)
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
IaaS
Data
Applications
Middleware
Virtualization
Servers
Storage
Networking
PaaS
(Partially commoditized)
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
On Prem
Data
Applications
Middleware
OS
Virtualization
Servers
Storage
Networking
OS*
Not Shared Shared
Considerations about cloud
SaaS Solutions:
•Invest in skills
•Reimagine IT Services Portfolio
•Align with Leading Business Best
Practices
•Partner Selection is the key
•Industry Expertise with a focus
on business outcomes
•Industry Specific business needs
•Differentiated Value Propositions
Optimize
CLOUD MATURITY MODEL: SAAS MINDSET CHALLENGES

17. CLOUD MATURITY MODEL: SAAS ADOPTION MINDSET
CHANGES IN SOFTWARE SERVICES
Innovate Adapt Adopt Market Demand Signals
Pushing point solutions
Emphasis on product expertise
IT-focused relationships
Client conversations on specific offers
Off-the-shelf value propositions
Delivering business outcomes for customers
Industry expertise with focus on business
outcomes
Relationships with business leaders
Industry-specific business needs
Differentiated value propositions

18. CLOUD MATURITY MODEL: MISSION ACCOMPLISHED
None N/A
Initial Ad
HocZ
Repeatable
Opportunistic
Defined
Systematic
Measured
Measurable
Optimized
We’ve
evolved
“It is not the strongest of the species that survives,not the most intelligent that
survives.It is the one that is the most adaptable to change.”

19. ENTERPRISE
APPLICATION
IMPLEMENTATION
CHALLENGES
TODAY….
3%
4%
5%
5%
6%
9%
9.50%
10.50%
11.50%
15.50%
30%
0%5%10%15%20%25%30%35%
Inadequate change management
Insufficient risk planning
Strategy changes
Changes in project environment
Insufficient stakeholder participation
Communication issues
Lack of resources
Mid-project scope changes
Lack of defined goals
Lack of leadership
Inadequate Scope/deadline planning
Key ERP Project Challenges
Key Cloud Transformation Challenges

20. A rapid implementation service designed
specifically for transitioning to the Oracle Cloud
Platform (applications & infrastructure).
With Datavail ValueBoostwe will have you up
and running quickly and efficiently, help you
gain value in your investment, enhance your
digital transformation roadmap, reduce total
cost of ownership, and introduce best practices.
INTRODUCING DATAVAIL
VALUEBOOST

21. Free Beer for a Year!

22. THANK YOU
[email protected]
SARAH MARTINEZ
Oracle Cloud ERP Solutions Architect and Functional Lead
datavail.com

23. Swap stories, ask questions, find answers
and learn from the Oracle Cloud Applications community.
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