Post on 24-Jan-2021
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Oracle EPM Cloud
New Messaging
Sébastien Demanche – Septembre 2019
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information 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.
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Oracle EPM Cloud
Complètement Agile
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
PLANNING CONNECTES
DYNAMIC PLANNING
PLANIFICATION OPERATIONNELLE DEPARTEMENTALE
BUDGET BASE ZERO
PLANIFICATION STATEGIQUE A LONG TERME
PLANIFICATION PAR INDUCTEURS
GESTION DES ALLOCATIONS
ADAPTIVE INTELLIGENT PLANNING
ORACLEEPM CLOUD: Complètement Agile
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
CLOTURE FINANCIERE COMPLETE
CONSOLIDATION
RECONCILIATIONS & CONFORMITE
TAX PROVISION & REPORTING
ORCHESTRATION DU PROCESSUS DE CLOTURE
GESTION DES PRIX DE TRANSFERT
NARRATIVE REPORTING & DISCLOSURES
ORACLEEPM CLOUD: Complètement Agile
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
ANALYTICS & REPORTING
HIGH FIDELITY REPORTING
INTERACTIVE DASHBOARDS
REPORT BOOKS & MANAGEMENT PACKAGES
COLLABORATIVE NARRATIVE MANAGEMENT
REGULATORY & XBRL FILINGS
REPORT BURSTING AND DISTRIBUTION
ORACLEEPM CLOUD: Complètement Agile
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
INTELLIGENCE & AUTOMATION
MACHINE LEARNING
PREDICTIVE ANALYTICS
NATURAL LANGUAGE PROCESSING
PATTERN RECOGNITION
INTELLIGENT PROCESS AUTOMATION
AUTONOMOUS OPERATIONS
ORACLEEPM CLOUD: Complètement Agile
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
ENTERPRISE DATA MANAGEMENT
HIERARCHY MANAGEMENT
ENTERPRISE DATA GOVERNANCE
APPLICATION INTEGRATION ADAPTERS
APPLICATION-SPECIFIC PERSPECTIVES
CHANGE VISUALIZATION
SUPPORT FOR MIGRATIONS & HYBRID DEPLOYMENTS
ORACLEEPM CLOUD: Complètement Agile
Connecte tous les Planning
Clôturer avec confiance
ReinventeAnalytics & Reporting
Surpasse avec Intelligence
Opérations
MarketingSales
FinanceRH IT
Aligne données d’Enterprise
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 9
UNE SOLUTION EPM CLOUD COMPLETE ET AGILE
COMPLETE CONNECTEE INTELLIGENTE BEST IN CLASS
L’offre EPM Cloud la plus complète du marché
Aligner les processusEPM et ERP pour uneplus grande efficacité
Améliorer vos prévisions à l’aide de l’intelligence
embarquée et des capacitésd’analytique avancée
Une expertise reconnue dansle pilotage de la performance
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 10
Oracle EPM Cloud: Industry-Leading EPM SuiteLeader in IDC MarketScape: Worldwide Enterprise Performance Management Analytical Applications
IDC – June 2018
Leader in Magic Quadrant for Cloud Financial Close Solutions
Leader in Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Gartner – July 2018
Gartner – July 2018
“Oracle’s customers were pleased with the performance of the product at a global level… End users could seamlessly move from the on-premises Hyperion product to Oracle EPM Cloud…”
IDC MarketScape: Worldwide Enterprise Performance Management Analytic Applications 2018 Vendor Assessment – June 2018
Leader in The Forrester Wave™: Enterprise PerformanceManagement, Q4 2016
Forrester – October 2016
Oracle is a Leader in this (Cloud Financial
Planning & Analysis Solutions) market, due to its market traction with PBCS and EPBCS, its geographic sales and product strategy, and its business model.
Gartner – Magic Quadrant for Cloud Financial Planning and Analysis Solutions – July 2018
Oracle remains a Leader in this (Cloud Financial Close Solutions) market, due to its market traction with FCCS; its geographic, sales and product strategy; and its business model.
Gartner – Magic Quadrant for Cloud Financial Close Solutions – July 2018
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
2018 Cloud Financial Planning & Analysis Solutions MQ
11
Magic Quadrant for Cloud Financial Close Solutions, 26 July 2019, Analysts: John Van Decker, Christopher Iervolino
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Oracle. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
http://www.gartner.com/reprints/oracle?id=1-59X8GKG&ct=180730&st=sb
Link to Distributable Copy of Report:
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
2018 Cloud Financial Close Solutions MQ
12
Magic Quadrant for Cloud Financial Close Solutions, 26 July 2019, Analysts: John Van Decker, Christopher Iervolino
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Oracle. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Link to Distributable Copy of Report:
http://www.gartner.com/reprints/oracle?id=1-59X8GKJ&ct=180730&st=sb
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 13
EPM Cloud Customer Momentum *
Subscriptions
Countries
4100+Customers
6900+
20+Industries
90+* Thru Q4FY19
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EPM Cloud Customers: Every Industry, Region, Size…
And many, many more …
Media, Entertainment & Business Services
Financial Services
High Technology
Manufacturing & Automotive
Healthcare
Retail & Distribution
Higher Education
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 15Copyright © 2018, Oracle and/or its affiliates. All rights reserved.
Nouvelle dénomination Service EPM
• Planning (PBCS et EPBCS)
• Financial Consolidation & Close (FCCS)
• Account Reconciliation (ARCS)
• Narrative Reporting (EPRCS)
• Profitability & Cost Management (PCMCS)
• Tax Reporting (TRCS)
• Enterprise Data Management (EDMCS)
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Recent Highlights R&D Underway Looking Forward
For Event Use Only. The above is intended to outline our general product direction. It is intended for information 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, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
Platform Innovation• Predictive Analytics On Web• OACS-EPM Integration • Chart Based Predictions• Sandboxing By Plan Type• Attributes Based Reporting
User Experience• Infolet Dashboards• Simplified Dimension Management• Build Apps Using Excel• Dashboards In Task Lists And Smart View• Integrated EPM Business Processes
Platform Innovation• Hybrid In-memory Calc Cubes• Search Based Ad-hoc Visualization• Automated Predictions• Free Form Planning• Flex Forms• New Platform Reporting• Member Level Data Maps• Office 365 support for Macs• EPM Task Manager• Cross Pod Data Maps
User Experience• New Visualizations and Dashboard canvas• Fast Snappy Web Grids• Drag and Drop Web Adhoc With Fast Grids• Workbench With Multi Tab• Rules In Simplified UI
Platform Innovation• Artifact Library• EPM Supplemental Data Management• Real-time Collaboration On Form Grids• EPM Application Bots• Quick Search & Tag Of Artifacts• Smart Excel Calc Grids On The Web• Smart View support for Google Sheet
Oracle EPM Cloud Platform
06/2019Copyright © 2019 Oracle and/or its affiliates. All rights reserved
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 17
EPM Cloud Reporting Framework
• Management Reporting Integrated Into EPM Cloud Platform
• Artifacts, Security and POV Managed By EPM Cloud Platform
• Financial Reporting Continues To Be Available– No New Enhancements In Financial Reports
• Easy-to-use Drag And Drop Interface For Designing And Editing Reports
• Design And Preview Results Of Individual Grid Or Chart
• Utilize Formulas And Text Functions
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
18
EPM User Interface Update• Springboard Page
• New Card/Cluster Navigation
• Adoption Of New Icons
• Slide Through Navigation
• New Welcome Panel
• Responsive Design
• Announcement And Notification Area
• Favorites And Recent
• Global Search
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
Redesigned Web Grids• Superfast, scalable and Excel like
interaction
• New design with significant usability updates
– On the grid supporting detail
– Action menus, sort, filter, comments, formatting etc
– New tool bars and side panels
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
Search Based Quick Analysis• Seek out information from any area of the application
– Use dimension queries or data queries (phase 2)
• Render as grid or as chart – any chart type
• Perform ad-hoc analysis based on search
EPM Task Manager• Common Task Manager For EPM Cloud
– Planning & Close domains
• Unified Task
– Scheduler
– Dependency
– Repetition
– Notification
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
epmbot
• Type of Intents
• Example intents/conversation
Conversational Interface for EPM
• epmbot has memory• Simple conversations• Scrolling and Paging
• Data drill down • Charts and Images• Access to Web UI
• Login• Set/Get POV• List of Journals• Action on Journals
• Review Close Status• Review Reconciliations• Help• and more…
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
Recent Highlights R&D Underway Looking Forward
For Event Use Only. The above is intended to outline our general product direction. It is intended for information 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, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
Enterprise Planning• Strategic Modeling• Bring your own Chart of Accounts• Groovy configuration language• HCM Integration• Workforce Delta Load• Build Apps Using Excel• Strategic Modeling: Data maps• IFRS 15 – Contracts• Hybrid BSO (by request) • Monte Carlo Simulation• Free Form Planning
Planning• Retail Enhancement (P13)• Auto Predict• WFP enhanced configurable dims • Intercompany • FS Integration with Scenario Modeling• PRJ:IFRS 16 - Lease Assets• PRJ: PPM Integration• PRJ: Project Portfolio Analysis• Pre-built reports for WFP & FS (MR)• Sample Application w/ Modules
Planning• WFP Mass Actions• Addtl prebuilt reports (MR)• EPM Supplemental Data Management• ZBB Packages • Additional IPM Skills (AI/ML)
Oracle EPM Cloud Planning
09/2019Copyright © 2019 Oracle and/or its affiliates. All rights reserved
Free Form Planning & Analysis
An Oracle-managed option for deploying Essbase, addressing financial and operational planning as well as financial and operational reporting use cases:
• Models with no ‘required’ dimensions
• Import Essbase outlines
• Hybrid, ASO or BSO cube apps
• Fast performance with large scale
• Large Dimension Models
– # of dimensions
– # of membersModel
2Model
1Model
4Model
3
Planning
Model5
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
Predictive PlanningFaster, more accurate planning through data science (time series regression):
Predictive Planning Use Cases:1. Generate a forecast2. Seed a forecast3. Validate a forecast
Roadmap: Auto Predict (CY Q4)• Easier to report on variances• Predictions run at data import, and
calculated in a ‘Prediction’ scenario• Foundational IPM framework for future
Machine Learning enhancements
Copyright © 2019, Oracle and/or its affiliates. All rights reserved. |
Auto Predict
Recent Highlights R&D Underway Looking Forward
For Event Use Only. The above is intended to outline our general product direction. It is intended for information 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, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
Adv. Consolidations• Manage Ownership• Proportional Consolidations• Equity Eliminations/Min Interest• Org by Period• Configurable rules
Configurable translations and calculations HFM Migration Toolkit Intelligent Process Automation Extend custom dimensions Consolidation trail report Currency display in all reports Process Control On Demand Rules Equity Pickup New Rate Accounts Simplified COA
Account Type Flexibility Parent/Contribution Input Opening Balance from Another Scenario Input Currency Improvement Filtering in copy/clear Partner Elim (P-Elim) support Task Manager
• Integrated within EPM Cloud• Due date reminders• Reassignment approvals
Supplemental Data Manager• Large Data Set optimizations• Redeploy forms on the fly
Data Management• Updated user experience
Journal Entries• Integration with any ERP• Single click create• Drill from report
Predictive Actions (powered by Machine Learning)
Adv. Consolidation• Investment Register
No input rule capabilities Archiving of data YTD Journals Task Manager
• Enhanced notification management• AI for scheduling tasks
Supplemental Data Manager• Integrated within EPM Cloud
Oracle EPM Cloud Financial Consolidation and Close
09/2019Copyright © 2019 Oracle and/or its affiliates. All rights reserved
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 28
Financial Consolidation and CloseEvolution from OP to Cloud
1980s 1990s 2000s 2010s.
FINANCIAL CONSOLIDATION(HFM)
FINANCIAL REPORTING
EXCEL ADD-IN SMARTVIEW
FINANCIAL CLOSEMANAGER (FCM)
SUPPLEMENTAL DATAMANAGER (SDM)
FINANCIAL DATA QUALITY MANAGEMENT (FDM)
ANALYTICS LINK (EAL)
19831st Financial Consolidation app called Micro Control
19861st Financial Consolidation & Reporting patented methodology
2006-2007Acquisitions of Upstream and HyperRoll
1995Hyperion Enterprise is released
2000Hyperion Financial Management is released
2016• Flexible application
configuration with pre-built forms and reports
• Built-in financial intelligence and dashboards
2017First EPM Unified Business ProcessesTransaction MatchingTax ReportingFinancial Consolidation & Close:• Currency Translation
Adjustment• Movement enhancement for
Balance Sheet Accounts• Configurable Calculations &
Translations• Advanced Consolidations• Ownership Management
2018Intelligent Process AutomationFinancial Consolidation & Close:• Journals – Auto reversing,
Attachments• Configurable Consolidation
Rules• Extended Dimensionality
2019• Process Management• On Demand Rules• Equity PickUp (EPU)
30+ years of experience
2015• First release of a narrative
reporting tool
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 29
• Comprehensive built-in functionality to address management and legal entity consolidations
• Configurable, with limited need for customization
• Extended close process management with intelligent process automation
ORACLE COMPREHENSIVE FINANCIAL CLOSECONSOLIDATION & CLOSE RECONCILIATIONS
NARRATIVE REPORTING
BUDGET
FORECASTTAX PROVISION
• Comprehensive Tax Reporting solution: Tax Provision, Country by Country (CbCR), Uncertain Tax Positions, Workflow & Task Management
• Integration with Cloud and on-premises ERP, financial consolidation and reporting solutions
• Transfer pricing
RECORD TO REPORT
CONTROLLER
• Narrative Reporting for Management, Tax and Statutory reporting use cases
• Annual reports• Statutory disclosures• Country by Country Tax
reporting
• Balance Sheet Reconciliations• Instant visibility into progress
of reconciliation lifecycle• Transaction Matching to
automated high-volume & complex reconciliations
• Perform and monitor variance analysis
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Process Management
Feature enabled by Scenario
Promotional Path Flexible Approval Unit Hierarchy
Promote to Owner (User or Group)
Optional Reviewer(s)
Availability of Data Only Owner can modify data
Can only view data after promotion to next level
Reviewer can always view data
Anyone outside of promotional path with Read or Write access can view data
Manage Rate Accounts via Translation Override
Create /Edit / Delete Rate Accounts
Maximum 3 new Global Rates (total of 5 Global rates)
Support for additional Entity-specific rate accounts
Must Refresh DB after Rate account maintenance
User-Defined Rate Accounts
32Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Specify override for Opening Balance Calculations For specified Year (or all years if none specified)
For specified Scenario
Retrieve from different Source Scenario
Opening Balance Override
33Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Example:
For Forecast, retrieve Opening Balance of Jan FY17 from the Closing Balance of Dec FY16 of Actual
Intelligent Process Automation in Financial Close
Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
• Account reconciliations
• Financial close orchestration
• Automated consolidation
• Reporting
35
Automated Consolidations
• Run financial consolidations in the background without explicit user action• Intelligent
• Configurable
• Granular operation
• Optimal performance
• Major step towards Continuous Close vision
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Use Case:Automated Consolidation
37Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Intelligent Performance Management (IPM)Better Planning, Faster Time-to-Action
Reveal Hidden Correlations & Realize Faster Time-to-action:
1. Signal Detection
2. Root Cause Analysis
3. Insight Discovery
4. Action Recommendation
5. Collaborative Reporting
Improve user experience
Increase user satisfaction
Protect tailored changes across software updates
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