what’s new what’s coming · the value of now 15% 27% 53% 28% improvement in forecast accuracy...

© 2020 DXC Technology Company. All rights reserved.

What’s New What’s Coming

in Oracle Planning

and the Oracle EPM Suite

22nd July 2020

July 23, 2020

About Today’s Session

Over 200 registrations from 80 different companies

Session recording and the slides will be circulated

Ask questions as we go via the questions box

Agenda

❖ Oracle update

❖ Q&A

❖ Demo / Tips and Tricks

July 23, 2020 3© 2020 DXC Technology Company. All rights reserved.

Presenters

Steve Hitchman (CIMA), Solution Director – Analytics, DXC Red Rock• Finance background

• 20 years+ working with the Oracle EPM Suite principally Planning / FCCS and prior to that

on-premise Hyperion Planning, HFM and Essbase

• Driver of success across circa 100 different clients

Ahmed Hafez, Solution Director – Analytics, DXC Red Rock•

• 14 years+ working with the Oracle EPM Suite including PBCS / Hyperion Planning /

Essbase & OACS / BI. Applications background.

• Regular presenter at local and international conferences (ODTUG - K-Scope & AUSOUG - Connect)

Matt Bradley, SVP EPM Application Development, Oracle• Leads the Oracle team setting and executing the EPM product development strategy

• 20 years+ experience – many years with Hyperion prior to Oracle acquisition

• We could not be in better hands when it comes to EPM What’s New What’s Coming

What's New & Coming for Planning

Matt Bradley

Senior Vice President

Applications Development, EPM

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

Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of September 2019 and Oracle undertakes no duty to update any statement in light of new information or future events.

Safe Harbor

Copyright © 2020 Oracle and/or its affiliates.5

http://www.oracle.com/investor

Oracle Cloud EPM

Outperform with agility

6

CompleteOutperform with the most comprehensive

Cloud EPM

IntelligentElevate business outcomes

with built-in intelligence and advanced analytics

TrustedPartner with recognized

industry leader to leverage our experience

ConnectedAlign across ERP and

operational processes for greater agility

Copyright © 2020 Oracle and/or its affiliates.

Oracle EPM Cloud: Comprehensive. Proven.

GLOBAL

SOCIALMOBILE

COMMON USER EXPERIENCE

DATA, METADATA & APPLICATION

MODELS

COMMON INFRASTRUCTURE

INTELLIGENCE & AUTOMATION

STANDARDIZED PUBLIC INTERFACES

COLLABORATION MARKETPLACE

INTEGRATIONS

SELF SERVICEVISUALIZATION

SalesITHROperations

Enterprise Data Management

FinanceMarketing

Shared Services Costing

Long Range Planning

Driver Based Planning

Financial Planning

Zero Based Budgeting

Account Reconciliation

Fin. Consolidation & Close

Tax Provision & Reporting

Transfer Pricing

Management & Regulatory Reporting

EPM Cloud Platform

Line of business

ORACLE EPM Cloud


Oracle Cloud EPMCustomer Momentum *

Customers Applications

Countries

5000+ 8200+

80+ 20+

* Thru Q4FY20 (May 31, 2020)

Industries



The Value of Now

15% 27% 53% 28%

Improvement in forecast accuracy

Increase in value-added analysis Improved communication

and collaboration

Increased use of rolling forecasts

44% 71% 23%

Reduction in time to produce

management reporting

Decrease in budgeting cycle

time

Decrease in manual adjustments

Source: Oracle Value of EPM Survey, June 2018

20%

Reduction in time to close the books

9


Membership available for all of your employees cloud.oracle.com/community

47,000+active EPM

community members

8500+comments

281,000+views

1000+customer ideas

submitted

2,800+posts in EPM

forums

4,500+badgesearned

Vibrant Community of Innovation

Oracle Cloud Customer Connect CommunitySHARE ideas and gain insight into Oracle’s roadmap

FORUMS to discuss, share, explore topics of interest

EXPERTISE recognition with gamified user ratings

10

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.

03/2020Copyright © 2020 Oracle and/or its affiliates. All rights reserved

➢ Enterprise Planning• Retail Enhancement (P13)• Strategic Modeling• Bring your own Chart of Accounts• Groovy configuration language• HCM-to-EPM Integration• Workforce Delta Load• Strategic Modeling: Data maps• IFRS 15 – Contracts• CPX:IFRS 16 - Lease Assets• Hybrid BSO (by request) • Monte Carlo Simulation• Free Form Planning & Analysis• OAC Direct integration• Adoption of R13 UX • Flex Forms

➢ Planning• Auto Predict• Cross Pod data maps• Workforce:

• Transfer employee across custom dimensions

• Key assumptions per month

• Employee Actions by Start Date

• New Hire/Transfer/Departure• UX refresh inc. Dashboard 2.0 • Enhanced Webform & Adhoc• CPX:IFRS 16 - Overrides• PRJ: PPM Integration• PRJ: Project Reporting via ASO• SCM & CX Integration• Public Sector: Budget Adjustments• IPM Insight Dashboard

➢ Planning• WFP Mass Actions• Supplemental Data Manager (SDM)• EPM Task Manager• Sample Application w/ Modules• Project Portfolio Analysis• Granular Access Roles• ZBB Packages • EPM Digital Assistant• Prebuilt reports (MR)• Additional IPM Skills (AI/ML)

Oracle EPM Cloud Planning

• SaaS deployment• Named user based• Hosted and serviced by Oracle• Monthly fixes and patches• Nightly backups• Frequent enhancements• Consistent versions• Test & Production environments• Multiple instances included

• Interoperability• EPM Reporting• LOB Planning• Continued EPM Deployment• Hybrid & ASO distinct deployments

• Leverage Platform Capabilities• Webforms & Web ad-hoc• Dashboards, Reports & Infolets• Task Lists• Smart Lists across dimensions• Business Rules• Groovy & Rest API• Unified Smart View for EPM

• Multi-grid• In-sheet POV• Submit without refresh• Flex Forms (new in 20.04)• Smart Forms

• 2020/21 Roadmap• Member Alias in separate columns • Multi-parent zoom-in• Cell Level Security• MDX Query from Smart View• Varying Attributes• Multi Cube within single application

Free Form Apps in EPM Cloud


OAC 5.6 Direct Connect for EPMJun 2020

• Direct Connection to EPM Cloud Platform from Data Visualization interface in OAC

• No need to model in the RPD• Create live connections

• Additional properties/columns for each generation

• Member name• Default alias• Other alias tables

• Authentication options• Impersonate user (SSO)• Named users login• Admin user


EPM Planning & Integration with Oracle Fusion Cloud

ERP


Bi-directional Fusion Financials to EPM

ERP Cloud Adapter(subledger detail)

EPM Integration Agent (OnPrem sources)

Budgetary Control (Public Sector)

3rd Party Cloud Adapter*

HCMEPM-to-PPM• Approved Project &

Budgets• Forecast Updates

PPM-to-EPM:• Actual Project Costs

for Re-forecasting

PPMEPM-to-SCM:• Annual Financial Plan• Long Range Plan• Revenue Targets

SCM-to-EPM:• Consensus Demand Plan

(units & $)• COGS & Promotional

Expenses• Constrained Revenue

Plan

SCMHCM-to-Workforce (Employee, Position, Entity, etc.)

HCM-to-SWP (Employee, Position, Entity, etc.)

EPM-to-HCM• Approved TBH• Dept Budgets

GA Today

Roadmap*Many options today for integrations with 3rd Party Clouds

Sales Planning-to-CX

• Quotas to Incentive Compensation

CX-to-Sales Planning

• Territories from CX

• Compensation from IC to Sales Planning

CX

15

Predictive Planning & Auto Predict

Faster, more accurate planning through data science (time series regression):

✓ Predictive Planning Use Cases:1. Generate a forecast2. Seed a forecast3. Validate a forecast

✓ Coming soon: Auto Predict• Predictions run at data import, and

calculated in a ‘Prediction’ scenario• Easier to report on variances• Foundational IPM framework for future

Machine Learning enhancements

Auto Predict



EPM Cloud

What-if Analysis & Scenario Modeling

How can I improve the accuracy of my

planners?

How can I reduce the risk in my

forecast?

How can other data improve my

forecast?

Predictions Simulations Correlations IPM Insights

How can I reduce time spent in data

analysis?

IPM: Reimagine what’s possible

Business User

Technical User

Oracle ADW + ML 3rd Party ML

Integrated with EPM Cloud

(REST API)

AutoPredict

Embedded in EPM Cloud

Statistical Regression

Common Orchestration Layer

1Python Model

Integrated with EPM Cloud

3 4AutoML Engine

2

Machine Learning

Dashboards 2.0Based On Modern JavaScript, CSS3 And HTML5 Design

• Higher Interactivity

• Consistency in Design

• Tabular Data

• Search based dashboards

• 17+ chart types


Consistent Dashboard Designer Components

Properties Pane

Library Pane

Global tool bar

Selected component with focus

Global POV bar


Modern VisualizationsRing Gauge

Polar – Bar Table - Spark Chart

Waterfall

Combination with Dual - Y

Pyramid

Geo Map with Bar Chart tool tip

Table with Multiple Columns

Multiple Tile


Web Ad-hoc

• Redesigned Web Ad-hoc• Superfast, scalable and Excel like

interaction

• On the grid line item detail

• Action menus, sort, filter, comments, formatting etc.

• New tool bars and side panels

• Smart View type ad-hoc functionality on Web

• On the fly member addition

• Near zero lag times

• Fast Cell to Cell navigation

• Quick scrolling across data grids

• Grids with 100k cells load under 5 seconds

• Efficient usage across low bandwidth regions


EPM Cloud Reporting Framework

• Management Reporting Integrated Into EPM Cloud Platform

• Easy-to-use Drag & Drop Interface For Designing & Editing

• Preview Results Of Individual Grid Or Chart

• Utilize Formulas & Text Functions

• Easy migration from Financial Reporting (FR)

• Artifacts, Security & POV Managed By EPM Cloud Platform

• Financial Reporting Continues To Be Available

• No New Enhancements In Financial Reports


Data Maps & Smart Push

• Current BSO to BSO/ASO• Planning to Strategic Modeling

• Strategic Modeling to Planning & Reporting

• Member to Member mapping

• CY2020• Model to Model for Strategic Modeling

• Maps Across Planning Applications

• ASO to ASO/BSO cube

• Member to Member across cubes


EPM Task Manager

• Common Across EPM• Scheduler

• Dependency

• Repetition

• Notification


Scenario Modeling helps manage uncertainty

How long will the pandemic last?

Will we run out of cash?

Are my debtors withholding payments?

What shape will the recovery take?

What is the impact on our supply chain?

How are our customer behaviors changing?

25 Copyright © 2020, Oracle and/or its affiliates. All rights reserved

26 Copyright © 2020, Oracle and/or its affiliates

Strategic Modeling

Crisis PlanningLong Range Plan

Style of planning

Users involved in the process

Objective

Chart of account detail

Budgeting & Forecasting

Strategic Modeling(Long Range Planning, Crisis Planning, etc.)

Develop an enterprise-wide plan for the current corporate strategy

Develop alternative or new strategies.

Bottom up Top down

Broad representationacross the enterprise

Strategic stakeholders

Frequently limited to key areas like Revenue and/or Expenses

Comprehensive and connected to Income Statement, Balance Sheet, and Cash Flow

Level of detailRelatively detailed (e.g. cost centers, entities, products, etc.)

Summary level(e.g. market, channel, product line, customer segment etc.) For Example:

✓ Assumption #1: Market demand (e.g. geography,

channel, product line, etc.)• Min = $2 Billion• Max = $4 Billion

✓ Assumption #2: Percentage of market share• Min = 5%• Max = 10%

27

Provide any Oracle Planning Cloud customer (even those with basic Oracle Planning and Budgeting Cloud Service) licensed use of Oracle Financial Statement Planning, including Strategic Modeling for a period of 12 months (until April 30, 2021) to contend with business continuity and contingency planning related to the crisis.

Packaged Online Tutorials on Help Center

Strategic Modeling offer

Copyright © 2020, Oracle and/or its affiliates. All rights reserved27

https://docs.oracle.com/en/cloud/saas/planning-budgeting-cloud/tutorials.html

Thank You


Q&A

July 23, 2020

Month End Close

81% 95%

Have inadequate

visibility across the

close

Aiming to reduce

the cycle time

90%

Spend 6 or more days

closing the books

86%

Use excel or e mail

to track the process


The month end close process. A big opportunity for improvement

• Managed by most via spreadsheets, SharePoint or the office whiteboard

• The Oracle EPM Close manager is akin to task list on steroids

• Seamlessly integrate to ERP and EPM applications to efficiently complete tasks with

sophisticated workflow and monitoring to facilitate continuous improvement of the close cycle

• Available in Oracle FCC and coming soon to Planning customers

Subledgers Close

Account Reconciliations

Close

LedgersConsolidation Forecasting Reporting

Day -2

Day 2

Day 3

Account Reconciliation

Fin. Consolidation

Planning and Budgeting

Narrative Reporting

ERP and others

Day 4

Day 5


Oracle Task Manager

• Full close process

• Drive improvements

• Automated Connections

• Coming soon to Planning

customers

Full Video here

ERP EPM

https://www.linkedin.com/feed/update/urn:li:activity:6691265153444536320


Oracle EPM Dashboards 2.0

• More consistent

• 17 chart types

• Waterfalls

• Spark Charts

• Grids

Watch full video here

https://ora-fusion-apps.custhelp.com/euf/assets/fusion/videos/replays/286712/presentation.html

July 23, 2020 34

EPM and OACS

• Simplified Direct Connection

Between OACS & EPM Now

Possible

• Version 5.6 OACS

• Generation Definitions for

Hierarchy Flow

• Applies to OAC Enterprise and

Professional Editions

• Replaces Legacy RPD Approach

• Hierarchy Drill Capability limited,

should continue to improve

overtime

July 23, 2020 35

epmautomate login USERNAME PASSWORD URL

epmautomate resetService "Optimizing the Essbase caches" AutoTune=true

epmautomate logout

• Varying Results at Customers

• No Benefit

• Some Benefits

• Can be scheduled to Run

(E.g. Weekly/ Monthly) or AD-Hoc

• Simple update to Existing Automation

• Applicable For:

• Planning (including Modules)

• Financial Consolidation and Close

• Tax Reporting

EPM Cloud - Auto Tune

July 23, 2020 36

EPM Tips and Tricks Videos -


Upcoming webinar –HFM or FCCS

Everything you wanted to know but were

too scared to ask about your consolidation

systems future!!

• Why? Key considers before making a decision

• What? What does good look like in 2020

• How? Lift & Shift, Move & Improve, or start again.

We’ll give you the questions to drive the answers

• When? Lot’s of dates are being talked about in the

market get the details so you can make a decision

September 2020


In summary

Thanks to Matt for presenting

The slides and session recording will come through next few days

For more information please reach out

Lots more to come

Ahmed’s blog – HyperionJedi.com

what’s new what’s coming · the value of now 15% 27% 53% 28% improvement in forecast accuracy...

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