© 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
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
Copyright © 2020 Oracle and/or its affiliates.7
Oracle Cloud EPMCustomer Momentum *
Customers Applications
Countries
5000+ 8200+
80+ 20+
* Thru Q4FY20 (May 31, 2020)
Industries
Copyright © 2020 Oracle and/or its affiliates.8
Copyright © 2020 Oracle and/or its affiliates.
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
Copyright © 2020 Oracle and/or its affiliates.
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
Copyright © 2020 Oracle and/or its affiliates.12
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
Copyright © 2020 Oracle and/or its affiliates.13
NowCopyright © 2020 Oracle and/or its affiliates.14
EPM Planning & Integration with Oracle Fusion Cloud
ERP
Copyright © 2020 Oracle and/or its affiliates.
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
Copyright © 2020 Oracle and/or its affiliates.16
Copyright © 2020 Oracle and/or its affiliates.17
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
Copyright © 2020 Oracle and/or its affiliates.18
Consistent Dashboard Designer Components
Properties Pane
Library Pane
Global tool bar
Selected component with focus
Global POV bar
Copyright © 2020 Oracle and/or its affiliates.19
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
Copyright © 2020 Oracle and/or its affiliates.20
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
Copyright © 2020 Oracle and/or its affiliates.21
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
Copyright © 2020 Oracle and/or its affiliates.22
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
Copyright © 2020 Oracle and/or its affiliates.23
EPM Task Manager
• Common Across EPM• Scheduler
• Dependency
• Repetition
• Notification
Copyright © 2020 Oracle and/or its affiliates.24
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
Thank You
July 23, 2020 29© 2020 DXC Technology Company. All rights reserved.
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
July 23, 2020 31© 2020 DXC Technology Company. All rights reserved.
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
July 23, 2020 32© 2020 DXC Technology Company. All rights reserved.
Oracle Task Manager
• Full close process
• Drive improvements
• Automated Connections
• Coming soon to Planning
customers
Full Video here
ERP EPM
July 23, 2020 33© 2020 DXC Technology Company. All rights reserved.
Oracle EPM Dashboards 2.0
• More consistent
• 17 chart types
• Waterfalls
• Spark Charts
• Grids
Watch full video here
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 -
July 23, 2020 37© 2020 DXC Technology Company. All rights reserved.
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
July 23, 2020 38© 2020 DXC Technology Company. All rights reserved.
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