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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Public Sector EPM Cloud Update

Oracle Confidential – Internal

Daniel Rice | Oracle Hyperion John R. Green | Principal Solutions Consultant, Oracle Abhi Raina | Practice Director, AST Corporation May 14, 2015

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 3

FY15-16 EPM Cloud Update

Daniel Rice | Account Manager, EPM John R. Green | Principal Sales Consultant May 14, 2015


Top Trends in EPM

Presenter

Presentation Notes

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EPM Trend Summary

1) Planning at the speed of business is critical 2) Mobile technology has become pervasive 3) Cloud computing moves into the mainstream 4) Detailed costing practices are needed 5) Expanding qualitative commentary for management reporting 6) Big Data is the new signal for Finance departments 7) Realizing the benefits of enterprise data governance

Oracle Confidential – Internal/Restricted/Highly Restricted 5


In our survey, more than 50% of respondents currently use, or are planning to use, driver-based budgeting and planning in the next 12 months. Rolling forecasts are in use or will be used in the next 12 months by 70% of respondents.

Modern Planning Practices are Becoming a Reality Planning at the speed of business is critical in today’s environment.

50% 70%

Driver-based Budgeting

Rolling Forecasts

Presenter

Presentation Notes

To be truly agile in today’s Digital Age, organizations need to be able to “plan @ the speed of business”, which means they always need to be ready to re- forecast, and they need to be able to develop the new forecasts very quickly. Many organizations are reducing reliance on the annual budget and are leveraging best practice methodologies like driver-based rolling forecasts to keep pace with their business. Key operational metrics relevant for the operational plans are used as drivers to quickly calculate and allocate financial values, thereby reducing the need for time consuming, detailed input-based plans. We are seeing these practices move into the mainstream In our survey, more than 50% of respondents currently use, or are planning to use, driver-based budgeting and planning in the next 12 months. Rolling forecasts are in use or will be used in the next 12 months by 70% of respondents


Mobile Goes Beyond Convenience to Strategic Mobile technology has become pervasive as workers expect anytime, anywhere information delivery.

While convenience is still the leading driver behind mobile adoption, increased productivity and growth increased in importance over last year’s survey. Nearly half of respondents indicated that mobile technology adoption is providing growth opportunities and competitive advantage.

50% See Growth Opportunities

Presenter

Presentation Notes

Like most lines of business, finance departments are increasing their focus on mobile technology, and we saw significant EPM mobile adoption over the past year. What began with simple information-delivery is expanding to include workflow and approvals. Managers have grown accustomed to the convenience of on-the-go review and approval for important processes such as planning, tax provisioning, and financial close. While convenience is still the leading driver behind mobile adoption, increased productivity and growth increased in importance over last year’s survey. Nearly half of respondents indicated that mobile technology adoption is providing growth opportunities and competitive advantage.


EPM Embraces the Cloud, Speed is Key Cloud computing moves into the mainstream, with IDC Research predicting that public cloud spending will surpass $127 billion by 2018.

EPM Cloud planned to nearly double in 2015 vs. 2014. Compared to last year’s EPM Trends survey, speed and agility overtook cost considerations as a top cloud benefit.

Presenter

Presentation Notes

Concerns about security and data confidentiality have gradually subsided over the last couple of years, and the cloud continues to gather steam in the EPM realm, with the percent of respondents using EPM Cloud planned to nearly double in 2015. Overall, three quarters of the companies we surveyed said they are currently using or will consider deploying EPM in the cloud in the future. Compared to last year’s EPM Trends survey, speed and agility overtook cost considerations as a top cloud benefit. Sixty-five percent of the finance executives who responded to our survey said their primary motivation was to get up and running quickly. Fifty-three percent respondents said their primary motivation was to avoid large upfront investments and fixed capital investments, which is a drop from seventy percent in last year’s survey. Companies are looking beyond cutting costs and driving efficiency with cloud. Several respondents commented on how cloud allows them to focus on their core business and growth – In a quote from one of the respondents -- “Stop running infrastructure and focus on what makes us money.”


• Deliver a full range of Cloud EPM applications Innovate with new EPM applications Continue to lead in existing applications

• Exploit Mobile and Social capabilities to extend

EPM usage

Oracle EPM Cloud

9

Presenter

Presentation Notes

Impact: Broader involvement and alignment across the business Same Oracle security, integration & reliability of all Oracle Cloud deployments Lower cost of ownership for customers Proven cloud policies / processes based on industry standards Proven, seamless integration with your ERP and other systems Simplify technology and enable growth


Oracle Planning & Budgeting Cloud Service As of Feb 2015

Built on over 15 years of Product Innovation

Launched: February 14, 2014

Clients across industry

Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech

~400 Customers to date

24,000+ End Users and growing!

Available and Supported Globally 24 X 7 X 365


Planning Budgeting Cloud Service • Access Hyperion Planning via the

Cloud for a single per user per month fee – Capital, Personnel, Operational – Tablet optimized interface – Ease of Use through application wizards,

diagnostics & system governors

• Leverage existing investments through On-premise-to-cloud integrations


• Addresses the needs of external (statutory) and internal (management) reporting needs

• Combines narrative-based management and statutory reporting needs in one service

• Comprehensively address authoring, collaboration, commentary and delivery needs via a Report Package

• Deliver secure, auditable, and role-based access to users, on desktop and mobile devices

• Built on a modern, cloud-native technology architecture – Mobility, Consumerization, Self Service – Rapid time-to-value and lower cost of ownership

Enterprise Performance Reporting for Cloud


• Address Management and Legal Entity consolidation needs for broad spectrum of customers

• Significant out of the box functionality with limited need for customization (no scripting)

• Out of the box calculations, hierarchies and reports for quick deployments

• Secure: Role-based, auditable access on desktop and mobile devices

• Enterprise Grade: Security, High Availability, Scalability • Fully Managed: Patched, Backed Up, Upgraded by Oracle

Oracle EPM Cloud Platform Financial Consolidation Cloud Service


Financial Close Cloud Service What do you need to do or find? Jamie Frost

Feedback

Jamie FrostUpdate my photo

Create Open Tour

5 Journal Entries

6 Open Tasks

5 Approvals

2 Validation Issues

Close Books Journals Process Control

Reports

Intercompany

Console Setting

Academy

Tasks

Swipe right to access Financial Analytics dashboard


Financial Analytics

Financial Close Cloud Service What do you need to do or find? Jamie Frost

Revenue

EBIT

$614,054,000-1.9%

Contribution Margin

$1,387,058,000

5.2%

Revenue

Service Revenue

Product Revenue$1.1 B

2013 2014

$1.4 B

2015Budget

$1.8 B

2015Forecast

$2.2 B

2016LRP

$2.4 B

2017LRP

$2.6B Return on Assets

18.5%

Return on Equity

7.4%

Cashflow

18.5%

Return on Equity

0.3%Analyze Refresh Export

Operating Expenses

Salary

Benefits 7 tax

Marketing

Professional Fees

Travel & Entertainment

Office Expense

Outside Services

Presenter

Presentation Notes

Social Connections: Build your work network • Conversations: Real-time topic based discussions • Social Objects: Collaborative business records for Apps • Discover: Actionable business recommendations • Anywhere Access: Mobile, Outlook; Voice, Web • Rich API Platform : Extend to custom Apps


EPM Cloud Resources

Oracle Confidential – Internal/Restricted/Highly Restricted 14

Oracle EPM Cloud Homepage: https://cloud.oracle.com Planning Budgeting Cloud: https://cloud.oracle.com/planning-and-budgeting-cloud Performance Reporting Cloud: https://cloud.oracle.com/enterprise-performance-reporting-cloud - EPRCS Infographic: http://www.oracle.com/us/infographics/eprcs-infographic-2521061.pdf - Sales and marketing collateral: http://my.oracle.com/site/ibu/portal/EPM/SalesPlays/EPM/index.html Oracle Business Analytics Page: https://www.youtube.com/user/EvolvingBI/featured Oracle EPM Blog: https://blogs.oracle.com/epm/

EPM Morning Report: salescentral-epm_ww

https://cloud.oracle.com/

https://cloud.oracle.com/planning-and-budgeting-cloud







https://cloud.oracle.com/enterprise-performance-reporting-cloud







http://www.oracle.com/us/infographics/eprcs-infographic-2521061.pdf





http://my.oracle.com/site/ibu/portal/EPM/SalesPlays/EPM/index.html

https://www.youtube.com/user/EvolvingBI/featured

https://blogs.oracle.com/epm/


Speaker: • Abhi Raina, AST Corporation

Planning & Budgeting in the Cloud

Mid-Atlantic E-Business Roundtable

May 14, 2015


Specialized. Recognized. Preferred.

3 Time Oracle Excellence Award Winner

2014 Chicago Tribune Top 100 Workplaces

2012, 2013, 2014 Inc. 5000 Fastest Growing Companies

2012 Best & Brightest Companies to Work

For

2011 Inc. Top Small Company Workplaces

OUR SERVICES ORACLE PARTNERSHIP ORACLE SPECIALIZED

Enterprise Resource Planning Business Intelligence EPM-Hyperion Middleware CRM Managed Services Education / Oracle University Project Advisory Services

Oracle Platinum Partner Pillar Partner

• Hyperion • SOA • Business Intelligence

Oracle University Approved Education Center Oracle University Reseller Oracle Accelerator Implementer Oracle Managed Cloud Services Implementer Oracle Cloud Marketplace Small Business Strategy Council

Hyperion Planning 11 Hyperion Financial Management 11 EBS Financial Management EBS Human Capital Management EBS Supply Chain Management BI Applications BI Foundation Service Oriented Architecture

Education & Research Application Development Framework 11g WebCenter Content 11g Access Management Suite Plus 11g Database 11g Public Sector Utilities

Presenter

Presentation Notes

Before I introduce myself, I would like to introduce AST to you. AST has been in business for over 19 years. We are Oracle platinum partner, one of Oracle's highest levels of partner achievement. As you know, Oracle has a huge number of products and services. At AST we've organized our practices around key solution areas where we feel we can offer the best benefit to our customers: These practices include: a) ERP practice b) EPM & Business Intelligence c) Middleware d) CRM practice Apart from being Platinum partner, we are one of the few distinguished partners to have achieved as a Oracle Pillar Partner in area of a) SOA b) Business Intelligence c) Hyperion We never had a failed implementation and a track record of 100% on time on budget delivery. It is an achievement that we feel very proud of. We are also proud that AST is a multiple Oracle Excellence Award Winner and that we've been named as one of the Best Workplaces and fastest growing companies.


Today’s Enterprise Planning Challenges Finance Managers Drowning in Spreadsheets

Presenter

Presentation Notes

Well, we all know that the biggest challenge in today’s planning world is heavy reliance on spreadsheets. A recent Oracle survey shows that finance managers heavily use spreadsheets for their planning process. While spreadsheets are easy to use, they are not well suited for enterprise wide processes like planning. There is always a challenge in reconciling all the spreadsheets for the lack of a common repository where one can hold all the information centrally. That makes the whole planning process error prone. Many a times the same numbers mismatch from one spreadsheet to another between departments. So too much of time is spend in gathering & maintaining the information and not enough time to really analyze it. That results in the wastage of the valuable time of resources.


Today’s Enterprise Planning Challenges Challenges in Forecasting

Presenter

Presentation Notes

Another challenge is the incapability to do an accurate planning and forecasting. Another research shows how because of current global market uncertainty; accurate planning and forecasting has become a challenging process. In fact, this research revealed that 40 percent of CFOs can only accurately forecast one quarter into the future. And this is not a good news. We surely need a better tool to forecast accurately. Something that can centrally hold all the planning information and provide us all the analytical capabilities to accurately do our projections.


Today’s Enterprise Planning Challenges Lack of centralized system Siloed/Departmental

Systems Business logic held by a

few key people Difficulty creating

Enterprise Reporting

Presenter

Presentation Notes

Third challenge is the way information required for planning is available. We all know that it is either in multiple spreadsheets with multiple versions or within the database of some source system. Many a times, the core business logic; calculations & formulas are held by some key users and is not shared across the organization. I have observed in the past that many a times the core revenue projection models are proprietary to only one or two people in the organization, making it extremely difficult to reproduce the same result in their absence. There is a strong need to have a centralized planning application that can store all the core business logic; understandable and accessible to all at any given point of time.


• Pre-Built Position Budgeting Capabilities

• Pre-Built Operational Planning Capabilities

• ‘New Budget Requests’ Functionality

• Various Pre-Defined Projection Methods

AST’s OpEx Planning For Oracle Hyperion PBCS

Presenter

Presentation Notes

Before I jump to the Demo, I would like to talk about “Opex-Planning”. Based on many years of implementation experience in the EPM stream and working with many customers, AST has been able to create a pre-packaged quick start solution for its cloud offering tagged as “Opex-Planning”. It provides a pre-built and pre-configured planning application. Out-of box there are multiple drivers, projection methodologies & web forms available for a fast-track implementation of operational planning along with position budgeting capabilities. I will be using this application only for our demonstration.


DEMO

PRODUCT DEMO


Question & Answer

safe harbor statement...epm embraces the cloud, speed is key cloud computing moves into the...

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