Are you wondering what the buzz around Project Financial Management (PFM), part of the Project Portfolio Management suite, is all about? Imagine unprecedented financial visibility and control over your projects, services such as project creation and reporting, and integration with procurement and accounts payable. Now imagine having it all in less time than it takes for system design on a typical on-premises project. In our webinar, we presented what you need to know about PFM, including: -Key benefits and features in PFM R11 -Modern best practices -Key components for a successful implementation -How to keep implementation costs low We closed with a real-world success story and shared the benefits realized with PFM.

1. Oracle Project Financials Cloud
in 9 Weeks!

2. Stuart Massey
General Manager, Oracle ERP
stuart.massey@perficient.com
Sarah Martinez
Business Consultant, Oracle ERP
sarah.martinez@perficient.com

3. 3
• About Perficient
• ERP Practice Highlights
• Key Benefits and Features
• Modern Best Practices
• Key Components for a Successful
Implementation
• Keeping Implementation Costs Low
• Success Story
• Questions and Answers
Agenda

4. 4
About Perficient
Perficient is the leading digital
transformation consulting firm serving
Global 2000 and enterprise customers
throughout North America.
• Public, NASDAQ: PRFT
• 2015 revenue $473.6M
• 3,000 colleagues
• Oracle National Practice
• 15 Oracle Specializations
• ~95% repeat business

5. 5
Comprehensive Oracle Cloud
Oracle EPM Capabilities
Financial Close
• FCCS/HFM, ARCS/ARM, ERPCS
Budgeting & Forecasting
• EPBCS / Planning
• EPBCS Quick Start
• Public Sector (PSPB)
Reporting & Analytics
• BIFS + Essbase
• Profitabiity & Cost Mgt (HPCM)
Data Relationship Management / DRG
Infrastructure
Training & Education
Oracle EBS Capabilities:
• Financials
• Purchasing/ Adv. Procurement
• Project Accounting
• Order Mgmt/ Distribution
• Manufacturing/ Supply Chain
• Service & Support
• Human Capital Mgmt.
• MDM Hubs
• EBTax & Vertex
• PMO/ Program Management
• Custom Development
• SOA/Fusion Middleware
• Integration Cloud Service
• SupportNet
Oracle CX Capabilities
• Marketing Cloud
• Sales Cloud
• Service Cloud
• Siebel
• Self Service & Portal
• Mobilty
• Social Relationship Mgt
• Industry Domain Expertise
• Program Management
• Blueprint Refinements
• Metrics Benchmarking
• SupportNet
Oracle BI Capabilities
• OBIEE
• Oracle BI Apps.
• Custom Data Warehouse Services
• Master Data Management
• Data Integration & Discovery
• Enterprise Healthcare Analytics
• Exadata
• Exalytics
• Mobile BI
• Big Data
• SupportNet
15 Oracle Specializations Oracle Excellence Award Winner
Strategic Assessments & Roadmaps Implementations & Upgrades Cloud Strategy
Oracle EPM Oracle ERP Oracle BI Oracle CX

6. 6
Perficient’s ERP Practice
Fast Facts
• Launched: 2001
• Projects Completed: 500+
• Management Team: 15 years
• Industries Served
- Manufacturing, Professional
Services, Engineering and
Construction, Energy
• SupportNet Managed Services
- Support Services
Solutions Expertise
• ERP Cloud
• Oracle E-Business Suite
• Strategic Assessments
• Implementations & Upgrades
• Program Management
• Customer Development
Oracle Specializations

7. PFM Cloud Overview

8. 8
Oracle Project Portfolio Management Cloud Suite
© Copyright Oracle Corporation

9. 9
Oracle PFM Cloud - Key Features
© Copyright Oracle Corporation

10. 10
Oracle PFM Cloud Benefits
Revenue • Close the books faster
Expense
• Reduce enterprise integration costs
• Decrease hours spent on reporting and analysis
Visibility
• Single source of project real-time facts
• Gain visibility and control over project resources and costs
• Facilitate early corrective action
Cash Flow
• Improve Cash Flow with accurate project contract billing
and revenue
• Faster visibility into validated project costs
$

11. 11
PFM – ERP Financials Integration
© Copyright Oracle Corporation

12. 12
Why Oracle PFM Cloud?
Contemporary
• Highly intuitive interface
• Embedded social
collaboration
• Secured accessibility: mobile,
tablets, computers
Predictive
• Modern best practices
• Intelligent pre-built
dashboards, reports, and
metrics
Versatile
• Easy to adopt: Saas, Paas, and Daas
• Scalable: small to large
• Use across many disciplines
© Copyright Oracle Corporation

13. Let’s Take a Look!

14. 14
Budget to Actual Reporting

15. 15
Budget to Actual Reporting

16. 16
Budget to Actual Reporting

17. 17
Budget to Actual Reporting

18. 18
Drill Down to Payables

19. 19
Drill Down to Payables

20. 20
Drill Down to Payables

21. 21
Oracle BI Reporting

22. 22
Oracle BI Reporting

23. 23
Oracle BI Reporting

24. 24
Oracle BI Reporting

25. 25
Modern Best Practices
Project
Expenditure to
Cost Control
Project Contract
to Revenue
Analysis to
Project
Optimization

26. 26
Project Expenditure to Cost Control
Project
Expenditure
to Cost
Control
Project
Contract to
Revenue
Analysis to
Project
Optimization

27. 27
Project Contract to Revenue
Project
Expenditure
to Cost
Control
Project
Contract to
Revenue
Analysis to
Project
Optimization

28. 28
Analysis to Project Optimization
Project
Expenditure
to Cost
Control
Project
Contract to
Revenue
Analysis to
Project
Optimization

29. 9-week Implementation

30. 30
• Project Governance
• Agile Methodology
• Best Practice Design
• Enterprise Structure Mapping
• Justify and Limit Extensions
• Formal User Acceptance
• Knowledge Transfer (Train the Trainer)
Key Components for Success

31. 31
Implementation Schedule
Project Phase Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9
Define
Design
Develop
Deploy
Develop and Kickoff
Develop Schedule & Management Plans
Develop User Training Plan
Develop Cutover Plan
Requirements
Configure Environment
Identify Process Scenarios
Perform Prototype Testing
Create Procedure Documents
P2T Copy
Test Production Environment
Conduct UAT
End User Training
Cutover
Close Out

32. Success Story

33. 33
• Industry: Oil & Energy
• Founded: 2013
• Experienced significant growth since then
• Growing need to provide executive office
with greater insight into financial
performance and more flexibility in
budgeting
• Required greater integration and real-time
reporting
• Projects: over 250 active projects
Company Background

34. 34
• Unintegrated tier 2 accounting system
• Manual accounting business processes
• Spreadsheet-based procurement and project costing
• Slow month end close
• Manual financial reporting
• Lack of real-time performance visibility
• Inability to scale with growth
Challenges

35. 35
Solution Benefits
• 13-week ERP implementation
(GL, AP, AR, FA, PO)
• 9-week PFM
• Data accessible on mobile devices
• Accurate and timely reporting
• Ability to view historical tracking
• Analysts are able to perform self-
service reporting and run ad hoc
analysis
• Backup, patching and upgrades now
provided by Oracle
Cloud ERP
Project Portfolio
Management Cloud
Procurement Cloud

36. Questions
Type your question into the chat box

37. 37
Next up:
[Webinar] Building a Complete View Across the
Customer Experience on Oracle BI Cloud Service
January 31, 2017
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38. Thank You