Session ID: 105970

Abstract: This session will present a case study of Stifel Financial Corp's Implementation of Oracle Cloud ERP. Learn how this Project helped automate Stifel's Cash Control; Funding Processes; Increase Cash Applicating/Visibility; and Reduce Manual Processing. Join Stifel along with consulting partner Elire; to hear the implementation success story from Assessment through Go Live. Discover how Elire consultants utilized a proven implementation model to deliver success through design workshops; configuration; testing and go live to fully understand Stifel business processes and applied industry best practices utilizing Oracle Cloud features. Hear from Stifel about some of the unique challenges that were faced; and lessons learned.

Objective 1: Provide an overview of Stifel's adoption of Oracle Cloud as their first ERP application; how current business processes were optimized for a successful Cloud adoption and the goals for implementing a Cloud ERP solution.

Objective 2: Discover Lessons learned from the implementation; including challenges and how they were overcome during the successful project so that you can be better prepared for your own implementation.

Objective 3: Discuss suggestions and considerations related to segregation of duties and SOX compliance when implementing Oracle Cloud ERP for Financial Services industry clients.