Enterprise Performance Management

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Enterprise Performance Management

  1. 1. Delivering World Class Enterprise Performance Management<br />Robert Håkansson<br />Enterprise Performance Management, Sales Representative<br />+46 767 234 292<br />Robert.hakansson@oracle.com<br />
  2. 2. Disclaimer<br />This document in any form, software or printed matter, contains proprietary<br />information that is the exclusive property of Oracle. Your access to and use of this<br />confidential material is subject to the terms and conditions of your Oracle Software<br />License and Service Agreement, which has been executed and with which you agree to<br />comply. This document and information contained herein may not be disclosed, copied,<br />reproduced or distributed to anyone outside Oracle without prior written consent of<br />Oracle. This document is not part of your license agreement nor can it be incorporated<br />into any contractual agreement with Oracle or its subsidiaries or affiliates.<br />This document is for informational purposes only and is intended solely to assist you in<br />planning for the implementation and upgrade of the product features described. It is<br />not a commitment to deliver any material, code, or functionality, and should not be<br />relied upon in making purchasing decisions. The development, release, and timing of<br />any features or functionality described in this document remains at the sole discretion<br />of Oracle.<br />Due to the nature of the product architecture, it may not be possible to safely include<br />all features described in this document without risking significant destabilization of<br />the code.<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 2<br />
  3. 3. Agenda<br />Overview Enterprise Planning<br />Overview World Class Close<br />Solution Overview<br />Contact Oracle Today<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 3<br />Magic Quadrant for <br />Corporate Performance Management SuitesSource: Gartner (March 2011)<br />
  4. 4. <Insert Picture Here><br />Overview Enterprise Planning<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 4<br />
  5. 5. Achieve a World Class Enterprise Planning Process<br />Forecast/model strategic possibilities<br />Select strategies<br />Set targets<br />Include operational detail and model variability of financial plan<br />Update forecast with latest budget and actuals<br />Assess and Manage Risk<br />Evaluate Financial Performance<br />Update strategic plan with latest forecast<br />Seed targets to annual operating plan<br />Start annual process<br />Evaluate resource and capital requirements<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 5<br />
  6. 6. Critical Components to Implement Planning Best Practices<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 6<br />Predictive Modeling & Simulation<br />Workforce Planning<br />Long-Term Financial Planning<br />Functional Plans<br />Capital AssetsPlanning<br />Operational<br />Revenue & Cost<br />Modeling<br />Project<br />Planning<br />Marketing<br />Planning<br />Planning, Budgeting & Forecasting<br />Financial<br />Detail<br />Operational<br />Detail<br />
  7. 7. Reduce Modeling Time From Days to Hours<br />Fortune 500 energy company and nation’s leading supplier of competitive electricity to large commercial and industrial customers. <br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 7<br />
  8. 8. <Insert Picture Here><br />Overview of the Financial Close Process<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8<br />
  9. 9. Achieve a World Class Close<br />Deliver self service reporting to the organization for performance discussions and plan realignment<br />Gather and validate complete data sets to support all financial reporting needs (i.e. Legal Entity, Segment, Management, Tax, Sustainability Metrics, etc.)<br />Automate and deliver Edgar & XBRL filings, Statutory filings, Tax, etc.<br />Close Sub Ledgers into GL (i.e. AR, AP, FA, etc.)<br />Automate external reporting gathering disclosures and financial information<br />Automate consolidated financial reporting leveraging multiple hierarchies/dimensions and calculations (i.e. CTA, FASB, KPI’s, FX, Retained Earnings, Topside Entries etc.) <br />Perform Reconciliations<br /><ul><li> Bank Reconciliations
  10. 10. Standard Account Recon
  11. 11. Sub Ledger Recon</li></ul>Post Accruals<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 9<br />
  12. 12. Critical Components to ImplementFinancial Close Best Practices<br />CFO Dashboard<br />Governance, Risk & Compliance<br />Financial Close Workflow<br />Data<br />Assurance<br />Tax<br />Filing<br />Tax<br />Calculations<br />Financial<br />Consolidation<br />ERP: <br />Oracle, SAP, <br />Legacy, Other<br />Financial andMgmt. Reporting<br />DocumentManagement& Filing<br />Transactions<br />Reporting<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 10<br />
  13. 13. First to Report on the Dow Jones <br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 11<br />The world’s leading producer of primary aluminum with $23.5 billion in revenues with operations in 43 countries and 350 locations. Alcoa has over 131,000 employees.<br />
  14. 14. Enterprise Performance Management<br />SolutionOverview<br />Copyright © 2011. Oracle and/or its affiliates. All rights reserved. 12<br />
  15. 15. Oracle EPM Connects Management Processes<br />Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 13<br />Common Reporting & Interaction<br />Strategic Planning<br />Planning & Forecasting<br />Financial Close<br />Profitability Management <br />Common Integration & Analysis<br />Data Quality and Consistent Dimensions<br />
  16. 16. Contact Oracle Today<br />Robert Håkansson<br />Enterprise Performance Management, Sales Representative<br />+46 767 234 292<br />Robert.hakansson@oracle.com<br />

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