Oracle Enterprise Performance Management Roadmap … · Financial Consolidation & Close ... •HFM...

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Oracle Enterprise Performance ManagementRoadmap UpdateJune 2017

Product ManagementOracle EPM Cloud


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.

2


Topics

Confidential – Oracle Internal/Restricted/Highly Restricted

• EPM Cloud Overview & Roadmap

• Details by Area

• EPM On-premises Update

• Q&A

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 4

Designed to meet today’s business demands and competitive landscapes

Complete, Modern Suite of Cloud Applications

Operational Agility, Compliance and Control

ERP Financials Risk Management ProcurementProject Portfolio Management

Enterprise Resource Planning

Management Insight

EPMEnterprise Planning

Profitability and Cost Management

Account Reconciliation

Financial Close and Consolidation

Tax Reporting

Narrative Reporting

Enterprise Performance Management

Adaptive, Intelligent Supply Chain

SCMPlanning and Collaboration

ManufacturingOrder Management

Inventory and Logistics

PLM Procurement Maintenance

Supply Chain Management

Clo

ud

Ap

plic

atio

ns

Mar

ketp

lace


EPM CloudOverview of Current Offerings

Confidential – Oracle Internal/Restricted/Highly Restricted 5

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Focus on financial performance management

Growing mindshare for strategic value of EPM

Cloud is opening up broader adoption

EPM Today

6


Enabling Business Agility

EPM for every function, not just Finance

Alignment, Collaboration and Transparency

Where the opportunities are…

7


Oracle’s VisionEPM for Operational Agility

8


EPM Cloud Strategic Investment Themes

AGILE CONNECTED COMPREHENSIVEPERVASIVE

9

Agility in strategic decisions and

operational processes

EPM for every user, across the entire

organization

Aligned processes, within and beyond

Finance

Complete EPM portfolio supporting

every need


Oracle EPM Cloud: Comprehensive. Proven.

Oracle Corporation - Confidential 10

• Planning and Budgeting

• Narrative Reporting

• Enterprise Planning and Budgeting

• Financial, Capital, Workforce & Project Planning modules

• Account Reconciliation

• Financial Consolidation & Close

• Profitability & Cost Mgmt.

• Tax Reporting

• New modules:

• Transaction Matching

• Disclosure Management

FY2015 FY2016 FY2017


Fact-Based Planning and Informed Decision Making

Every Function Needs EPM

SALES MARKETING HUMAN RESOURCES

OPERATIONS SERVICE

Revenue PlanningTerritory & Quota PlanningCompensation PlanningSales Performance Reports

Campaign PlanningMedia Mix PlanningProduct Lifecycle PlanningMarketing Briefs

Workforce PlanningPayroll PlanningPosition-based BudgetingHR Briefing Books

Demand PlanningSales & Operations PlanningProduct Profitability AnalysisOperations Review Reports

Call Center PlanningResource PlanningService Revenue PlanningService Performance Reports

11

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 12

2,400+Unique Customers

EPM Cloud Customer Adoption: By the numbers*…

3,550+Subscriptions

2xYoY install

base growth

80+80+Countries 20+

Industries

172K +Users

* As of May 31, 2017 (Q4FY17)


Select Oracle EPM Cloud Logos

And more …

http://www.liveops.com/


Oracle EPM Cloud: Current Release and Roadmap

Enterprise Planning• Planning modules based on best practices• Integrated strategic modeling, sandboxing, predictive• New Frameworks: ITFM, Utilization (Proj, WFP)

Enterprise Performance Reporting• Unified and integrated EPM Cloud Reporting • Disclosure Management for Integrated XBRL reporting

Financial Consolidation & Close• Alternate Hierarchy support (full accounting treatment)• Standalone Close Manager & Supplemental Data Manager

Standalone• Tight integration with Financials Cloud including drill back• Configurable translations

Account Reconciliation• Variance Analysis• Integrated transaction matching capabilities

Profitability & Cost Management• Purpose-built allocation engine with models owned by

business users, Transparency of allocation calculations• Built-in analytics: dashboards, profit curves• Conditional logic, Rounding rules, Smart View formatting

Tax Reporting• Tax Provision, Country by Country (CbCR), Uncertain Tax

Positions, Workflow & Task Management

Enterprise Planning• Adhoc Models on Web, Chart-based predictions, infolets• Frameworks: Sales & Mktg, config trends and targets

Enterprise Performance Reporting• Auto TOC, PDF Reference Doclets, CbCr (Tax) XML,

Automation, FR Migration

Financial Consolidation & Close• Configurable calcs and consols. Extensible custom dims• Advanced: Ownership, Proportional, Org by Period, etc• Close Manager cloud integrations, SDM to on-prem

Profitability & Cost Management• Dimension Editor, Analysis view sorting, Multiple Alias

Account Reconciliation• Archive Management• Transaction Matching – Saved Adjustments, Journals

Tax Reporting• Automation and IFRS enhancements, XML support, Tax

Account Wizards, Data Management

Dimension Management• Chart of accounts mastering across Oracle ERP and EPM

Cloud, Support for hybrid deployments• Dimension editing, sharing and governance

EPM Cloud Infrastructure• Integrated EPM Business Processes• Encryption at rest for Essbase data

Enterprise Planning• Search-driven Planning, Simulation, Machine Learning• Framworks: IBP, Predictive WFP, Real-time collab indicators

Enterprise Performance Reporting• Collaboration: web-based capture, task notes, social• iXBRL

Financial Consolidation & Close• New Journal Entry Module• Automatic consols and journals, data lineage• HFM Migration toolkit

Account Reconciliation• Expanded auto reconciliations, Dashboard reporting,

Simplified monthly maintenance, Enhanced rules for monthly rollovers

Profitability & Cost Management• Data Entry Forms, Sync reporting DB, Workflow via CM

Tax Reporting• Tax automation trace, long range tax planning & simulation,

configurable tax reconciliation, predictive

Dimension Management• Custom form-based governance, Multi-request visualization

& approval, Mass updates, Subscription rules• Support for large 100M+ member dimensions., Rule-based

matching & rationalization

Current Next Future

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, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.


EPM Cloud: What’s NextMarket-leading Innovation Continues

15

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

Integrated EPM Business Processes

1.

2.

3.

Seamless User Experience across EPM Cloud solutions

Promotes Cross Product Mash-ups (e.g. IT Financial Management)

Unifies the Oracle EPM Cloud Story

16Oracle Confidential – For Internal Use Only


17

USE CASE: Financial Consolidation and Close and Account Reconciliations

Navigate To Connected Subscriptions

Navigator will list all ‘connected’ cloud services


Springboard Mash-ups

USE CASE: Tax Reporting user can post the ‘Tax Journal Entry’ in Financial Consolidation and Close directly

Journals

Cards from multiple services can be included in the same cluster


User Interface Mash-up

A screen can include horizontal and vertical tabs from multiple services

USE CASE: A Enterprise Planning user can access Management Reports in Enterprise Performance Reporting without leaving the Planning Screen


Easy to Setup Connections

Administrative feature to add new “Connections”


EPM to BICS Integration

Cloud-to-Cloud Integration Connectivity via ADM

driver (same as FR) User security is honored 1:1 Licensing parity for

any user accessing EPM data via the ADM driver

23


• Chart of accounts mastering across Oracle ERP and EPM Cloud

• Dimension editing for specific applications, Dimension sharing across applications, Dimension mastering for business analytics

• Application on-boarding to consolidate sources

• Support for hybrid Cloud and on-premises deployments

Master & Govern Key Dimensions Across Enterprise Applications

What’s Next: Enterprise Master Data Management


New SKUs

• Additional Storage for EPM Cloud Services

– Base storage is limited by license to 150gb (not programmatically enforced)

– This SKU provides for additional licensed storage in 50gb increments

– AVAILABLE NOW!!!

• Additional Non-Production Environments for EPM Cloud Services

– Service Continuity (AKA Disaster Recovery)

– other non-production purposes (UAT, Development, etc.)

– Availability Planned Q4C2017

25


Business Process Details

26


Enterprise Planning


What’s New


Introducing Strategic Modeling (17.06)

• Features to support all lines of business:

• Long-range Planning• What-if / Scenario

Analysis• Goal Seek

• Consistent with Hyperion Strategic Finance (HSF)

• Migration path for HSF customers

• Included in Enterprise PBCS


Effective Strategic Modeling

6/28/2017 29

Model for Uncertainty Optimize Capital StructureAlign Strategy with Plan

Align top-down long-range plans

with bottom-up operational plans for informed decision making

Proactively respond to changing

industry and economic dynamics through scenario analysis

Determine the optimal mix of debt and equity to grow the business

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 30

Sales Performance ManagementImprove Sales Execution & Operational Efficiency

Sales Forecasting & Analysis• See & Act on Evolving Forecast Trends• Target Sales Plan and What-ifs• Detailed Sales Revenue models

Territory Optimization• Align Resources to Optimize Performance• Access to Historical Customer & Sales Data• Predictive Analytics & What-if Analysis

Quota & Incentive Management• Retain Top Talent & Motivate them• Incentivize Top Performers• Repeatable process

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |Oracle Confidential – Internal/Restricted/Highly Restricted 31

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, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.

Strategic Modeling• What If Scenario Modeling• Long Range Planning

Modeling & Analysis• Predictive Analytics On Web• Sandboxing By Plan Type• Attributes Based Reporting

Simplicity And Flexibility• Custom Navigation By Roles • Simplified Dimension Management• Build Apps Using Excel• Groovy Based Business Rules

Smart View Features• Member Selector By Generation• Member Selector By Levels

User Experience• Infolet Dashboards• Unified User Preferences• Audit Reports• Hybrid BSO

Modeling & Analysis• Ad-hoc Models On Web• Chart Based Predictions• Smart View Essbase Features

EPM Integration• Integrated EPM Business Processes• BICS Integration

Modeling & Analysis• Build Models From Users Excel• Simulation And Optimization

EPM Integration• Unified EPM Task Flows• Real-time Collaboration Indicators• EPM-ERP UI Alignment

Planning Innovation• Search Driven Planning• Statistical Forecasting• Machine Learning• Simulation• Optimization

Oracle EPM Cloud: Enterprise Planning

06/2017Copyright © 2017 Oracle and/or its affiliates. All rights reserved


Profitability & Cost Management




Performance Ledger• Custom Calc Rules• Conditional Logic in Formula• Calc Performance• Allocate Rounding Control• Language Support• Copy POV Scalability; Copy by Model

View

Embedded Analytics• Enhanced Smart View Formatting

Performance Ledger• Dimension Editor• Same as Source, Diff Dimension• File based Rule Load• Rules Screen Performance• Multiple Alias Support

Embedded Analytics• Analysis View Sorting

Performance Ledger• Data Entry Forms

Embedded Analytics• Synchronized Reporting Database• Reporting Forms (EPM-style)• Dashboards (EPM-style)

Process Management• Workflow (Close Manager)• EMDM Metadata Integration

Oracle EPM Cloud: Profitability & Cost Management



Tax Reporting



IFRS Enhancements:

Deferred Tax Not Recognized

Balance Sheet Approach

Enhanced Tax Automation (User Experience & Calculation)

EPM Connect: FCCS & TRCS Together

Tax Reporting CloudBringing Tax & Finance Together

35Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Tax

ProvisionCbCR Workflow DashboardSupplemental

DataData

Management


Country by Country Reporting:

XML Support

EPM Connect: TRCS & EPRCS Together



Tax


DataData

Management


Enhanced User Experience:

Workflow

Supplemental Data

BI Publisher

Uncertain Tax Positions



Tax


DataData

Management




Tax Provision• US GAAP & IFRS• Data Collection, Calculation & Reporting• Tax Automation Wizard• Attributes based reporting

Country by Country Reporting (CbCR)• CbCR Template: Tables 1,2, & 3• Master & Local File Collaboration

(EPRCS)

Other• Tax Calendar & Workflow• Supplemental Data Manager• Data Management• Smart View

Tax Provision• Tax Automation Enhancements• IFRS – End of Period B/S View• IFRS – Regional DTNR• Interim Provision• SV Templates:

• Tax Journal Entry

• Disclosure (IFRS & US GAAP)• Additional FR reports

Country by Country Reporting• Enhanced CbCR Cube• Tax Risk Dashboard Enhancements• XML support (EPRCS)

Administrative Enhancements• Tax Account Wizards• Data Management

Features• Tax Automation Trace• Configurable Tax Account Reconciliation• Enhanced Foreign Currency• Unitary Group

Innovation• Long Range Tax Planning & Simulations• Predictive Tax Analytics (CB)• Adaptive Intelligent Tax Classification

Oracle EPM Cloud: Tax Reporting



Financial Consolidations & Close




• Alternate Hierarchy support (full accounting treatment)

• Ability to use Close Manager and Supplemental Data Manager Standalone

• Tight integration with Financials Cloud including drill back

• Configurable translations

• Config calculations and consolidations• Extend custom dimensions• Adv. Consolidations (Similar to

Manage Ownership in HFM• Manage Ownership• Proportional Consolidations• Equity Eliminations• Org by Period• Ownership Register

• Integrated EPM Business Processes• Process Control• Close Manager

• Monitoring tasks• Cloud integrations

• Supplemental Data Manager• Integrations to On Premises

• Journal Entry Module• Integration with any ERP• Recurring and Auto-Reversing• Single click create

• Adv. Consolidation• Automatic Journaling• Data lineage• Automatic consolidations

• Event based alerts• Integrated XBRL from EPRCS• HFM Migration Toolkit

Oracle EPM Cloud: Financial Consolidation and Close



HFM Parity Items (Short Term)

• Extended Dimensions

– Support for 6

• Custom Translations (Sub Translate)

– Overrride default and POV slices

• Custom Calculations (Sub Calculate)– Leverage Calculation Manager

– Controlled insertion points for ease of use



Custom Override



HFM Parity Items

• Advanced/Custom Consolidations (Sub Consolidate)

– Manage Ownership• Establishing ownership parameters such as Ownership %,

Consolidation %, Consolidation method period-by-period

– Proportional Consolidation• Applying consolidation percentage to proportionalization and

standard eliminations

– Advanced Consolidation• Elimination rules for Investment / Owner’s Equity based on

Ownership parameters

• Single or multiple ownership/cross holdings



Manage Ownership - Methods



Manage Ownership – By Entity



FCCS Roadmap (Future)

• Process Control

• HFM Migration Utility

• Close Manager

– Monitoring tasks

– Cloud integrations

• Advanced Journaling

• Advanced Consolidations OOTB Items

• Starter Kits





• Sample Application• Reconciliation Compliance

• Variance Analysis• Updated User Interface

• Transaction Matching• Dashboarding• Reporting• EPM Automate• Configurable Support/Adj.

Types

• Integrated EPM Business Processes

• Archive Management• Continued UI improvements• Transaction Matching

• Period End Calculation• Saved Adjustments• Journals

Cross Ledger Summary Rec’sDynamic Workflow and Auto-

Rec’sAlerting and Case

ManagementTransaction Matching

• Enhanced Interactive Dashboards

• Detail v Summary Views• Data Management

Oracle EPM Cloud: Account Reconciliation



• New Worklist is the default under Reconciliations card

– Allows users to focus on work assigned to them when it’s their turn in the workflow

ARCS: SUI Updates – Worklist


• Choose columns to view, column width, sort order, and filters

– All choices are saved for each user using “Save List” feature

ARCS: SUI Updates – Reconciliation List


• Toggle between detail and summary view

– Below is the summary view which will sum the “count” columns

– Choose up to 2 grouping levels as needed

ARCS: SUI Updates – Reconciliation List


• New Method for Variance Analysis

– Compare to prior period, quarter, or year end balances before period closes so adjusting journals can be made if needed

– Get all “out of ordinary” variances validated

ARCS: Variance Analysis


• Same flexible Rules engine available for automatic preparation, approvals, email notifications, etc. when rules are met



• Preparation and Approval familiar since UX is like reconciliations

– Purpose built for variance analysis requirements



• If Variance exceeds auto-prepare threshold, preparer explains the variance

– Attachments, Action Plans, Rules, etc. are available to meet workflow requirements



• For each Reconciliation Type by day and by reconciliation, monitor status of transactions – focus on unmatched

ARCS: Transaction Matching Daily Statistics Dashboard


Enterprise Performance Reporting



Disclosure Management in EPRCS (Available 17.06)

• Provides XBRL Tagging, Validation, Instance Generation and EDGARIZATION in a Microsoft Office environment

• XBRL taxonomy development and management

• SEC, IFRS and XBRL formula validation support

• Priced option

– Oracle Disclosure Management Option for Enterprise Performance Reporting Cloud

– XBRL reporting functionality is provided to licensed users of Disclosure Management for Oracle Enterprise Performance Reporting Cloud, an optional licensed feature for Oracle Enterprise Performance Reporting Cloud.

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Disclosure Management in EPRCS

– Open Taxonomies (requires Taxonomy Designer/management, etc)• SEC jurisdiction- i.e. GAAP where taxonomy is extendible

– Closed Taxonomies• Most other jurisdictions- i.e. IFRS taxonomy is not extendible

– Auto Tagging capability for certain SA regulator reporting• External reporting in some regions of South America (Colombia, Mexico etc.) have implemented

new reporting requirements that mandate mapping and filing 20,000+ XBRL tags per quarter

• Done via a Regulator provided template (Excel flat file w/ multiple worksheets). Disclosure Management in EPRCS can automatically tag the template and reduce the filing effort by a factor of 10X

Addressing three XBRL use cases


Creating a Disclosure Management Report

• Name and save a new Disclosure Management Report in EPRCS

• In the Word Smart View panel find your newly created DM report.

• Create or add doclets to build your Disclosure Management Report


Mapping - Drag and drop XBRL tagging in MS Office


Validate, view and publish XBRL instance documents

• Full regulatory-specific validation support for SEC EDGAR Filer Manual rules and other regulatory rules

• View document in XBRL or SEC viewer (where applicable)

• Publish in XBRL, EDGAR HTML, PDF, Word


EPRCS lightly integrated with Disclosure Management

Scenario #1

Create your documents in EPRCS with leading edge workflow, audit, reporting and data source capabilities

Export completed signed –off documents to Disclosure Management region within EPRCS for Regulatory Reporting prep including taxonomy preparation, mapping, validation and EDGAR and XBRL instance creation

Scenario #2

Create your documents within the Disclosure Management region of EPRCS, utilizing Disclosure Management capabilities in data source connectivity via Smart View or other ERP sources

Complete Regulatory Reporting prep including taxonomy preparation, mapping, validation and EDGAR and XBRL instance creation

• Author report package

• Review & Approval

EPRCS Document Creation

• Export doclets

• Import to DM Master Document

XBRL Production• Manage/Create extended

taxonomy (SEC only)

• Perform XBRL Tagging

• Execute XBRL Validation

• View output

Filing Submission

• Author report package in DM

• Update data via Smart View (refresh as needed) or manually

• Import extended taxonomy

• Tag required sections with XBRL

Disclosure Management Document Creation

• Validate

• Publish, EDGAR, XBRL Instance

XBRL Production• Manage/Create extended

taxonomy (SEC only)

• View output

Filing Submission




EPM Cloud Reporting Hub• Enhanced charting and formatting• RP Integration• Essbase (OAC) & PCMCS support• Enhanced Experience

Report Package (General)• Review Compare• Embedded Content Remap• Doclet Version Mgmt• Parallel Phases• Links in Viewers

Report Package (Powerpoint)• Reference Doclets/Files• Variables

Disclosure Management • Open & Closed Taxonomies• Auto Tagging• Edgar Support

System• Enhanced UX• REST API for artifacts• Quick Launch support• Performance and Automation• Integrated EPM Business Processes

Report Package• Auto TOC• PDF Reference Doclets• Exclude from Author• Enhanced Publishing

Management Reporting• CbCr (Tax) XML Submisssions• Prompts• Conditional Suppression &Formatting• FR Report Migration

Smart View• Office 365 Web flow for EPRCS

Report Package• Embedded content as images• Cascading• Page Break• Layered Styles • Style Lock• Enhanced Publishing

Management Reporting• Notes• Enhanced Formatting• Collaboration

Disclosure Management• iXBRL• RP Integration

Oracle EPM Cloud: Enterprise Performance Reporting


Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

Data Management and EPM Cloud ServicesRelease Highlights

Data management Hybrid Support Export/Source Text/Multi -Col Load Journals ERP Cloud - GL

PBCS Yes Yes Yes Yes NA Yes

EPBCS Yes Yes Yes Yes NA Yes

FCCS Yes Yes Yes Yes Yes Yes

ARCS Yes TBD TBD NA NA Yes

PCMCS Yes Yes Yes Yes NA Yes

TRCS (Tax) Yes TBD Yes Yes TBD Yes

Additional considerations:

• Data Management not on roadmap for EPRCS or Essbase Cloud Service

• Mapping rule integration a possibility for Dimension Management Cloud Service

Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

Cloud Integration Overview

Oracle EBS, PeopleSoft, JDE, Cloud

APPs, SAP R/3

File

Excel

Other

Systems

Data WarehouseData Mart

EPM Cloud

FDMEE11.1.2.4.200+

File

ERP

Cloud

Data

Management Pod-2-Pod

Requires FDMEE license. Direct integration from on-prem to PBCS. Load, write-back, drill, scripting

Drill through to an on-prem URL is supported by data management without on-prem FDMEE

Excel

Other

Cloud

Services




Inclusion in all EPM Cloud• Except EPRCS

Text, Smartlist, Date support GL Cloud Integration

• Data, Drill, Writeback• Budget Writeback only• Budgetary Control

Netsuite HCM Cloud Cloud Features Backported

• Available in 11.1.2.4.210 Full Hybrid Support

• Including GL Cloud

Additional Integrations• Convert to Simplified UI• Metadata for HCM Cloud• Projects Cloud• Sales Cloud• ODI Cloud Service• Fusion GL “Actuals” Write-back• Database Cloud Service

EPM Cloud• Extract journals from FCCS• TRCS

• Journals into FCCS• Source in Data Management• On-prem hybrid

• ARCS• Extract Journals• Hybrid

Direct load no map, no drill Pod-2-Pod post journals to FCCS

Metadata from a file Export using OLU Additional Direct Integrations Scripting Integration with DMCS

ERP Cloud Financials• Sub-ledger• Auto-create from COA. Mainly public

sector• Metadata

Oracle EPM Cloud: Data Management




Financial Reports• Web Studio

Smart View• Common

• Multi-session handling• Connection URL Management• New Range & Cell based VBA functions• User Experience Enhancements

• PBCS Platform• Row-based drop-down member selector • Enhanced User Preferences

• EPRCS• Management Report Embedding• Review Compare• Version Management• Embedded Content Remap• PowerPoint Reference Content and Variables• Disclosure Management

• OBIEE Enhancements• HFM Journal reports

Financial Reports• Chart Point and Axis Labels number formatting• Multi Report editing via Web Studio• Replace R&A repository• Book / Batch output to MS Office docs


• Provide feedback for cloud sources• Chrome support for Web Launch & Drill

• PBCS Platform• TRCS Support• Valid combinations Support • Office chart for PPT from forms• Create application from Excel• Centralized Options• Wizard based Groovy support• Multi-grid support• Dashboard Import• Enhanced Member Selection• In Sheet POV

• PCMCS Styles support • EPRCS

• Disclosure Management(XBRL) Extension• Cascading, Notes Collection & Embedding

• Essbase

• Submit, Async calc, Job Console, Audit, Trace, Solve Order


• New Client to support all MS Office Variants (Mac, iOS, Win Desktop, Cloud)

• oAuth 2.0-based authentication• Server-side refresh of Smart View queries• Smart Query UX Enhancements• Layout Manager• Simplified Installer

• Structures support• EPRCS Management Reports integration

Oracle EPM Cloud: Reporting and Analysis Tools

74


Office 365 Web with EPRCS

• Simplified Smart View with EPRCS extension in MS Office 365 Web

• Write Narrative

• Embed Content

– MR

– Reference Doclets/Files

– Variables

• Full Authoring via Web

– No Desktop install of Office

75




Infrastructure• Authentication to on-prem LDAP• Whitelist/Blacklist• Single Signon with Cloud ERP

New SKU• Additional Storage (50Gb Increments)

Infrastructure• EPM Connect• Essbase Encryption

New SKU• Additional Environments (Non-Prod)

• Service continuity, DR

• UAT, Development• EPM Cloud for United States Government

Cloud

Data Center• United States Government Cloud• Canada (Markham, Ontario)• Slough (UK)

Infrastructure• Self-Service Identity Domain Management• UX Updates and Alignment• Break Glass / Key Management

Oracle EPM Cloud: Infrastructure and Deployment



EPM On-premises Applications

77


On Premises Strategy

• Corporate driven strategy for premier support across all applications thru 2030

• Customer-driven, not market driven enhancements

• Shift to a more nimble delivery mechanism

– Smaller & easier to adopt release cycles

78

Ongoing commitment for lifetime support


Support Policies

• Lifetime support stages

– Premier, Extended, Sustaining

– http://www.oracle.com/us/support/lifetime-support/index.html

– http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf

• Error Correction Policy

– EPM Policy Document 1617238.1

– Grace Periods 1590676.1

http://www.oracle.com/us/support/lifetime-support/index.html

http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf


Stage/Error Correction on current releases

11.1.2

11.2

Q3 Q4

2017

Q1 Q2 Q3 Q4

2018

Q1 Q2 Q3 Q4

2019

Q1 Q2 Q3 Q4

2020

Premier

Extended

Sustaining

Error Correction

Q1 Q2 Q3 Q4

2021

11.1.2.3

11.1.2.4


On Premises Releases

• 11.1.2.3

– S1 defect fixing only until May 2018

• 11.1.2.4

– Defect Fixing, 3rd party certification updates, enhancements thru Dec 2020

• 11.2 – Scheduled for early 2019

– Uplift to FMW 12g release

– Repository Simplification released early 2018• Remove of Foundation services with a content migration for FR/Workspace to RDBMS repository

– Defect Fixing, 3rd party certification updates, enhancements thru Dec 2030


Oracle EPM Premises: Current Release and RoadmapKey Highlights

Hyperion Planning• Simplified Interface• Faster/Larger forms support• Dashboards• Adhoc Grids for Analysis• Grid definitions to Financial Reports

Hyperion Financial Management• Journals Workbench• HFM Insights• Rules Profiling• Charts/Graphs – Forms/Grids• Import application• DB hardening – RAC and network connectivity

Data Relationship Management• FDMEE Integration• Integration to Web Services• External Lookup Properties

Financial Reports• Web Studio• New Charting Engine

Smart View• HFM Journal• OBIEE Enhancements• New Range and Cell VBA Enhancements

Hyperion Planning• Essbase Hybrid Support• Smart Push• Valid Intersections

Hyperion Financial Management• Automatic Consolidations• Enhanced Insights, Archiving • Expanded Dashboards• Web based metadata

Profitability and Cost Management• Expanded Custom Calcs for complex logic• POV Copy support for large outlines

Tax Provisioning• Tax Automation Trace where source is ICP• Enhanced Deferred Tax Classification logic

Financial Reports• Multi-Report Editing via Web Studio• Replace R&A repository• Book/Batch to output to MS Office

Smart View• Chrome support for web launch (SUI)• Limited functional release for Office 365 Web/All

clients

Hyperion Planning• Use Excels Formula Editor To Write Calculations• Sandbox Support

Hyperion Financial Management• Simplified User Interface Uptake• Web based Metadata Editor• Simulated Posting\Consolidation• Entity Hierarchy for ICP Dimension• Critical Customer Requested Enhancements• Matrixed security

Tax Provisioning• Enhanced Tax Loss-Credit Automation • Enhanced US State and Provincial Tax Provisions

Data Relationship Management• S-FTP external connection• Scheduled imports and exports• Node Access Group Filtering• Property Masking

Smart View• New Client to support all MS office Variants (Mac,

iOS, Win Desktop, Cloud)• Server side refresh of Smart View Queries• Smart Query UX enhancements

Current Next Future

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, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.


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