what's new in oracle epm cloud
TRANSCRIPT
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What’s New in Oracle EPM Cloud
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Santhosh NairGeneral Manager, Oracle [email protected]
Tony CoffmanPractice Director, Oracle [email protected]
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• About Perficient• EPM Practice Highlights• Available, Recent & Roadmap
• Planning & Budgeting• Analytics• Integrations• Financial Close Suite
• Questions and Answers
Agenda
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About Perficient
Perficient is the leading digital transformation consulting firm
serving Global 2000 and enterprise customers throughout North
America.
•Public, NASDAQ: PRFT•2015 revenue $473.6M•3,000 colleagues
•Oracle National Practice •15 Oracle Specializations•~95% repeat business rate
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Comprehensive Oracle Cloud
Oracle EPM CapabilitiesFinancial Close
• FCCS/HFM, ARCS/ARM, ERPCS
Budgeting & Forecasting
• EPBCS/Planning
• EPBCS Quick Start
• Public Sector (PSPB)
Reporting & Analytics
• BIFS + Essbase
• Profitabiity & Cost Mgt (HPCM)
Data Relationship Management/DRG
Infrastructure
Training & Education
Oracle EBS Capabilities:• Financials
• Purchasing/Adv. Procurement
• Project Accounting
• Order Mgmt/Distribution
• Manufacturing/Supply Chain
• Service & Support
• Human Capital Mgmt.
• MDM Hubs
• EBTax & Vertex
• PMO/ Program Management
• Custom Development
• SOA/Fusion Middleware
• Integration Cloud Service
• SupportNet
Oracle CX Capabilities• Marketing Cloud
• Sales Cloud
• Service Cloud
• Siebel
• Self Service & Portal
• Mobilty
• Social Relationship Mgt
• Industry Domain Expertise
• Program Management
• Blueprint Refinements
• Metrics Benchmarking
• SupportNet
Oracle BI Capabilities • OBIEE
• Oracle BI Apps.
• Custom Data Warehouse Services
• Master Data Management
• Data Integration & Discovery
• Enterprise Healthcare Analytics
• Exadata
• Exalytics
• Mobile BI
• Big Data
• SupportNet
15 Oracle Specializations Oracle Excellence Award Winner
Strategic Assessments & Roadmaps Implementations & Upgrades Cloud Strategy
Oracle EPM Oracle ERP Oracle BI Oracle CX
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Perficient’s EPM PracticeFast Facts• Practice Launched: 2002• Projects Completed: 1000+• Management Team: 14 years• Oracle-authorized education
center- Hyperion Education
• SupportNet Managed Services- Support Services
Solutions Expertise• EPM strategy and assessments• Financial close & consolidations• Cloud & on-premises solutions• Reporting & analytics• Data relationship management• Account reconciliations• Profitability & cost management• Infrastructure & high availability
Oracle Specializations
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Perficient’s Oracle Authorized EducationChange Management• Customized Training Solutions
• User Productivity Kit (UPK)
Knowledge Transfer• Documentation
• Standard Operating Procedures
Software Training• Oracle University (OU) Courses• Tailored, Instructor-Led Training
Mentoring• Train-the-Trainer
• One-on-One
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EPM Cloud Overview
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The following is intended to outline Oracle’s general product direction. It is intended for informational purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Safe Harbor Statement
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CFOs Embrace Moving Financial Apps to the Cloud
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EPM Modules Currently Available
• Enterprise Planning & Budgeting Cloud Service (EPBCS)
• Planning & Budgeting Cloud Service (PBCS)
• Financial Consolidation & Close Cloud Service (FCCS)
• Enterprise Performance Reporting Cloud Service (EPRCS)
• Account Reconciliation Cloud Service (ARCS)
Oracle EPM Cloud Overview
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Oracle EPM Cloud by the Numbers
Built on over 15 years of Product Innovation
Clients across industries
Financial Services, Higher Ed, Consumer Goods, Retail, Services, High Tech, Public Sector
1,982Subscriptions to date
104,681End Users andgrowing!
Available and Supported Globally 24 X 7 X 365
First ProductLaunched:February 2014(5 products to date)
⁺ Source: Oracle Corporation as of 13 Sept 2016
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Planning & Budgeting
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Oracle Enterprise Planning & Budgeting Cloud Service (EPBCS)
Revenue• Configurable ‘framework’ for revenue/gross margin planning• ‘Flex Dimensions’ such as product, market, customer, etc.
Expense• Configurable ‘framework’ for drivers-based & trends-based planning• Pre-built, best practice expense drivers• Optional pre-built integration with workforce & capital processes
Balance Sheet• Full integrated with Income Statement & Cash Flow• Configurable for industry-specific requirements
Cash Flow • Fully integrated Cash Flow focusing on Cash from Operations• Both ‘direct’ & ‘indirect’ cash flow methods supported
$
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Oracle Enterprise Planning & Budgeting Cloud Service (EPBCS)
Standard Plan Types Out-of-Box Business Processes
+ 4 Reporting Cubes Unlimited Reporting
Planning 1
Planning 3
Planning 2Financials Projects
Workforce Capital
PBCS
EPBCS
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Best Practice Planning OOTB– Drivers & KPIs– Calculations– Forms– Reports– Dashboards– Integrated
• Automatically upgraded by Oracle
Oracle Enterprise Planning & Budgeting Cloud Service (EPBCS)
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Strategic Modeling:
• Redesigned for cloud & web• “What if” modeling to support cash
flow and impact analysis• Functionality to support M&A scenarios• Fast in-memory calculations• Integrated reports and charts• Business user-driven strategic models• Fully integrated with EPBCS• Migration path for on-premises HSF
clients
Oracle Enterprise Planning & Budgeting Cloud Service Annual Plan and Long-Range Plan
Combined in the Cloud
Cloud Ready
Model Any Business Process
Owned by Business Users
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Analytics
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• Access to Essbase Capabilities– BSO/ASO/hybrid databases– Flexible dimensionality– Dynamic formulas– Calc scripts– Data uploads
• Smart View connectivity• Browser-based UI• Integration with Oracle BICS
Oracle Essbase Cloud Service
Software-as-a-Service
Platform-as-a-Service
Infrastructure-as-a-Service
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• Cloud-Only Features– Sandboxing– Scenario management– Design-by-example
templates– Excel import/export
• Administration– Database statistics– Manage connections– Locks– Security
Oracle Essbase Cloud Service
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• Narrative-based management and reporting
• Authoring, collaboration, commentary and delivery
• Robust report development lifecycle management
• Seamlessly leverage existing documents, data
• Sources and reporting content
• Secure: Role-based, auditable access on desktop and mobile devices
Oracle Enterprise Performance Reporting Cloud Service (EPRCS)
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What’s Coming?• Cloud EPM Reporting Hub
– Cross-pod– Designer– Multi-grid– RP integration
• Version Compare• PPT report packages
– Embedded content– Variables
• Regulatory reporting– Tagging, validation, generation– XBRL/iXBRL
Oracle Enterprise Performance Reporting Cloud Service (EPRCS)
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• Build, maintain, change, and analyze allocations, cost, and profitability
• Calculate cost, profit, and other KPIs by customers, products, services, channels, geography, etc.
• Simplify GL by holding data not relevant to statutory reporting (e.g. transfer pricing, detailed profitability information)
• Profit curves and dashboards quickly and visually highlight profit outliers
Oracle Profitability and Cost Management Cloud Service (PCMCS)
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Integrations
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File data transformation required– Source includes dimensionality different from
target
Hyperion apps as source or target
Workflow and Audit– Manage and control data from multiple sources
Drill-through required/desired– Open source file– Drill through via URL
Data ManagementWhen to Use:
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• Chart of Accounts mastering across Oracle ERP Cloud &Oracle EPM Cloud
• Dimension editing• Dimension sharing across
applications• Application on-boarding to
consolidate sources• Support for Hybrid Cloud and
on-premises deployments
Oracle Dimension Management Cloud Service
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Financial Close Suite
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Issues Often Constraining the Consolidation & Close Process
MANUALPROCESSES
INCOMPLETEINFORMATION
AUDITISSUES
LIMITEDVISIBILITY
SECURITY QUESTIONS
LACK OF GOVERANCE
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What’s in the Box?
• Dashboards• Control Elements• Currency FX• Data Management• New dimensions: Movement Data Source• 2 Custom dimensions
Oracle Financial Consolidation & Close Cloud Service (FCCS)
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View and Manage the Close Process
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Supplemental Data with Drill Back
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Centralized Audit Information
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What’s Coming?
Enhancements for Complex Consolidations• Alternate hierarchies• Proportional consolidations• Custom calculations• Extensible dimensionality
Oracle Financial Consolidation & Close Cloud Service (FCCS)
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Oracle Account Reconciliation Cloud Service (ARCS)
All the great functionality in On Premise ARM plus:• Simplified t ablet user interface• New analytics covering operational performance
andcompliance
• Supporting “social interactions” around reconciliations
• Quick deployments– Pre-defined content– Flexible integrations
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ARCS will have two modules/applications:• Reconciliation Compliance
• Tracks and manages performance of global reconciliation processes and manages compliance requirements
• Transaction Matching• Automates performance of
reconciliations requiring matching transactions across one or more datasets
Oracle Account Reconciliation Cloud Service (ARCS)
Account Reconciliation Cloud Service
TransactionMatching
Reconciliation Compliance
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Oracle Tax Reporting Cloud Service
Workflow & Task Management
Tax Provision &
Country-by-Country
Supplemental
DataDashboard
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Comprehensive Tax Reporting solution:
• Integration:– ERP Cloud - ‘Fusion Tax’
integration supports “Total Tax” analysis
– FCCS/HFM– PCMCS (Transfer Pricing)– EPRCS (Country-by-
Country)• HTP migration utility• Roadmap: Tax Planning
Oracle Tax Reporting Cloud Service
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• Narrative management reporting & XBRL disclosures
• XBRL tagging in MS Office• XBRL validation and output
generation• Taxonomy management • EDGAR and iXBRL support
XBRL Reporting
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QuestionsType your question into the chat box
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Next up:[Webinar] Why Business Is Better in the CloudThursday, October 20th
[Webinar] Oracle Project Financial Management CloudTuesday, November, 15th
Follow Us Online• Perficient.com/SocialMedia• Facebook.com/Perficient• Twitter.com/PRFT_Oracle• Blogs.perficient.com/Oracle
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Thank You