Oracle EPM Solutions

Copyright © 2017, BSD Solutions. All rights reserved.
Enterprise Performance
Management
Don’t Just Plan it… Own it!

Copyright © 2017, BSD Solutions. All rights reserved. 2
70% of companies use spreadsheets across planning processes, 48% say
they make it difficult to manage the process
62% of FP&A are buried in basic duties with little time for more analytical work
Ventana Research. Next-Generation Business Planning Benchmark Research, 2015
APQC. Influencing Corporate Performance with Stellar Processes, People, and Technology, 2015
31% feel insufficient access to operational metrics is among the most vexing barriers to
improving FP&A’s value to the business
NOW MAY BE TIME TO EXAMINE YOUR PLANNING PROCESS
BUSINESS IS CHANGING...

Modern Integrated Planning Drives Performance
3
CFOs who are effective at integrating
financial and operational data, embedding
analytics in every process, and using
advanced analytical techniques to predict
future trends outperform their peers
by 70% on measures of profit and
revenue.
- IBM CFO Study, “Pushing the Frontiers: CFO Insights from the Global C-Suite Study” 2014

ERP & EPM
CRM & DMS
Business Intelligence
Mobility

• Open 2009
• 90 Consultants
Cam kết
Chuyên ngành
Trải nghiệm

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Planning & Budgeting
Enterprise Planning
Finance Consolidation
Enterprise Performance
Best practice business processes, preconfigured, extensible, intuitive, rapidly deployed
MODERN PLANNING PLATFORM THAT’S EASY TO USE
Oracle EPM Moduels
Account Reconciliation
Profitability & Costing
Tax Report
Enterprise Data
6

Source: Corporate Executive Board , 2015
20%Limited Access to Data
31%Quality, Timeliness, Accuracy,
Breadth & Depth of Data
49% Decision Maker Bias
CFOs Frustrated with Return on FP&A Investments

Oracle Planning & Budgeting Cloud Service Momentum
Built on over
15 years of
Product
Innovation
Launched:
February 14,
2014
Clients across
industries
Financial Services, Higher Ed,
Consumer Goods, Retail, Services,
High Tech, Public Sector
700+
Customers to date
50000+
End Users and
growing!
Available and
Supported Globally
24 X 7 X 365

1. Planning & Forecasting
2. Process & Workflow
3. User Interface
4. Integration
9
Copyright © 2015 Oracle
Key Features EPM Demo

FINANCIALSWORKFORCE
PROJECTSCAPITAL
Full set of financial
statement plans
Plan for the workforce of
the future with the right
talent in the right place at
the right cost
Control capex spend with
a clear vision of planned
capital needs.
Manage costs and
evaluate performance on
your project portfolio
SALES
MARKETING
OPERATIONS
IT
Deploy custom built processes
for other lines of business
Pre-built Configurable
Framework
• Accounts
• Account drivers
• KPIs
• Reports
PLANING & BUDGETING
ENTERPRISE PLANNING

Copyright © 2015, BSD Solutions. All rights reserved.Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 11
PLANNING & BUDGETING
• Business Rules / Business Rules Sets
• Design Forms as you need
• Managing Sandboxes
• Design Dashboard
• Task List guide users through the planning process by
listing tasks, instructions, and end dates
• Managing Approvals
– Approvals Process as business need
– Setup email for Approvals Notification

Process
• Percentage of
Complete
• Level of Approvals
• Status of Phase
• Who responsible
12

Comments
• Centralized
Collaborative
• Ask questions, respond
comments
• Threaded commentary
• Collaborate Securely
13

Dashboard
• Easy design Dashboard
• Charts
• Graphs
• Tables
14

Data Adjust
• Number or Percentage
• Detail-Level or
Summary-Level
• Recalculated dependent
data
• Change color for
modified values
15

Lock/Unlock Cells
• Lock/Unlock to apply
Change in relations data
16

Smart View
• Ad-hoc or Free-
form analysis
• Predefined form
• Report Design
• Pre-Created
content access
17

Smart View
• In Microsoft Word
18

Managing Versions
• Multiple Version
19

What-if Model
• Ad-hoc scenario
modeling
• Sandbox
• Preditive
• Multiple What-if
20

Integration
• External Integration
• REST APIs support
21

Corporate and Line-of-Business Plans
What-if Modeling and Analysis
Predictive Planning
Build-In Approvals
Instant Reporting
Microsoft Office Integration
Integration and Drill Back to ERP Systems
Open Interface Web Services
External Cloud and SSO Integration
Best practice business processes,
preconfigured, extensible, intuitive,
rapidly deployed
PLANNING & BUDGETING PRICE
120 $US / User / Month
22

Next-generation business planning closely integrates unit-level
operational plans with financial planning. It enables companies to
plan faster with less effort while achieving greater accuracy and
agility.
Ventana: Next-Generation Planning Benchmark Research, 2015
BENEFIT FROM NEXT-GENERATION
BUSINESS PLANNING

We needed robust functionality and a
trusted track record. Oracle Planning and
Budgeting Cloud Service was significantly
more cost-effective and feature-rich than the
solutions we evaluated from Anaplan and
SAP, and it was the only option to meet our
accelerated timeline.
24
-
PLANNING & BUDGETING
Julian Sherwin, Head of Zero Based
Budgeting, The Kraft Heinz Company
Oracle provided the flexibility and scalability we needed
to achieve our goal.

FINANCE PLANNING PROCESS
REVENUE
1. Configurable ‘framework’ for Revenue /
Gross margin planning
2. Flex Dimensions as Product, Market,
Customer, Sales Structure
CASH FLOW
1. Focus on Cash from Operations
2. Direct & Indirect methods
EXPENSE
1. Best-practice framework for drivers &
trends
2. Incremental enablement of expense
drivers
BALANCE SHEET
1. Fully integrated with Income Statement &
Cash Flow
2. Configurable for industry

Operations Planning and Forecasting
Logistics
Planning
Finance
Planning
Production
Planning
HRM Planning
CRM / ERP
System
• Activities Planning
• Controlling
• Adjustment
Sale Planning
Rolling Forecast

Best Practice Finance Planning for FMCG
Objection Response
Revenue • Product Revenue
• Distributor Revenue (Region, Distributor, Salesman)
• Cost of Sale
• Commission (%)
• Bad Debt (%)
Expense • Compensation
• Marketing Expense (Events, Campaigns, Other)
• Selling Expense
• Travel & Entertainment
• Facilities Expenses
Balance Sheet • Days sales Outstanding (DSO)
• Write-off (%)
• Days in Inventory
• Prepaid Expense % of OpEx
• Accrued Expense % of OpEx

Best Practice Finance Planning for FMCG
Objection Response
Cashflow • Sources of Cash (from Sales, from Sales of Assets)
• User of Cash (Payables, Tax Payments, Payment of Compensation, Capital
Purchases, Cost of Material, Op Expense)
• Non-Operating Cash Activities (Cash from Investing Activities, Cash from
Financing Activities)
KPI • Revenue (Revenue per Employee, Return of Sales, Margin %)
• Expense (OpExp / HC)
• Balance Sheet (Return of Equity, Return of Assets, Return of Net Assets, Return
on Invested Capital, Long-term Debt to Equity)
• Cashflow (NPV, Discount Rate)

Align the Enterprise
Connect strategy with execution
and give business owners
complete control over plans
Simple to Use
Whether you are in HR, Sales,
Marketing, Finance, or other
function, leverage a pre-built
template unique to your needs
without the need for IT
Unmatched Modelling and
Scalability
Plan, predict, analyze, & discover
at a level of detail that scales to
meet the rigorous demands of
your business
Don’t Just Plan...Own the Plan
Oracle Enterprise Planning Cloud

Corporate Finance, Planning and Budgeting
Enterprise Planning & Forecasting for Sale,
Marketing, HR, IT and Operations
What-if Analysis, Variance Reporting, and Predictive
Analytics
Social Collaboration, Approvals, and Workflows
rapidly deployed
PRICE ENTERPRISE PLANNING
30

Finance Consolidation
Financial Close Management
Management Dashboard
Compliance Assurance
Intercompany Analysis
Financial & Management Reporting
Microsoft Office Integration
rapidly deployed
FINANCE CONSOLIDATION AND CLOSE
31

Document Lifecycle Management and Control
Collaborative Review and Commentary
Task and Workflow Management
Leading Microsoft Office Integration
Cross-Cloud Management Reporting
Oracle Disclosure Management Operation for
Regulatory Filings
Integrated Sourcing from EPM and BI Application
and Content
Multi-Dimensional Reporting and Analytics
rapidly deployed
ENTERPRISE PERFORMANCE REPORTING
32

Product, Customer, and Market Profitability
Management Allocations
Cost Transparency
IT Service Costing and Chargeback
Shared Service Allocations
Operational Transfer Pricing
What-it Analysis and Variance Reporting
Data Management, Smart View, and Financial
Reporting
rapidly deployed
PROFITABILITY AND COST MANAGEMENT
33

Account Reconciliations
Compliance and Security
Transaction Matching
Dashboard
Key Account Analysis
Integration with ERP and EPM
Automated Matching
rapidly deployed
ACCOUNT RECONCILIATION
34

Tax Provision
BEPS / Country-by-Country Reporting
Workflow and Task Management
Tax Schedules
Dashboards
Data Management, Smart View, and Financial
Reporting
Hybrid Cloud Support
rapidly deployed
TAX REPORTING
35

How you could benefit with Oracle Enterprise Planning Cloud
More information Oracle EPM
Read the Enterprise Planning and Budgeting Data Sheet
Read Oracle Planning & Budgeting
Planning &
Budgeting
Demo
Financial
Consolidation
Oracle EPM
Key Feature
Project
Planning
Approve
Overview
Capital
Planning

Oracle EPM Solutions

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