SmarterP Solutions, founded by former Oracle executives, provides cloud-based enterprise performance management (EPM) solutions with over 300 global clients and a team of 350+ certified experts. The company focuses on managing financial processes such as account reconciliations, financial planning, and reporting, utilizing Oracle EPM software to enhance decision-making and operational efficiency. Key case studies highlight successful implementations within various industries, showcasing benefits like reduced resolution times and enhanced financial reporting capabilities.

1. www.smarterp.com
Solutions
Services Cloud
Transforming FinancialInsights
WithOracleEnterprisePerformanceManagement(EPM)

2. Lynn has spent over 25 years in the IT industry working across ERP, BI and product development
domains with a focus on client success, sales, business development and consulting. Her previous
organizations include PeopleSoft/Oracle, BellSouth, GEAC and several different healthcare
organizations.

3. SmartERP Solutions | Global Expertise with Local Presence
UAE
Dubai
Bangalore
Hyderabad
INDIA
• Toronto
• Boston
• Chicago
• Dallas
• Atlanta
• Austin
HQ
Pleasanton, CA
Chennai
Founded in 2005
by former Oracle
Executives, Architects,
and Consultants
Implementation Partner
Oracle Cloud, NetSuite,
PeopleSoft, EBS and JDE
Solutions and Services
A unique blend of fixed fee
Solutions and Services
300+ Clients
Worldwide clients for life
across various industries
350+ Employees
Certified experts around the
world – 24x7x365

4. Rajeevan Dhanaraj is the Oracle EPM practice lead for both on premise and Cloud at Smart ERP
Solutions. Rajeevan has18+ years of experience in the Oracle EPM Suite of products.
He has completed 29 successful implementations of Oracle EPM systems with Oracle/SAP General
Ledger integration using tools including but not limited to Essbase, PBCS, FCCS, ARCS, HFM, HPCM,
HCM, FDMEE, DRM, and ODIEE.

5. 5
Oracle EPM Cloud | Our Focus
ARCS – A platform to manage and monitor the
accounts reconciliation process with a worldwide
visibility and control
ARCS and FCCS – Helps manage and monitor
the entire close process with Configurable features
including Intercompany Eliminations(automated),
Multi-Currency Support, Journal Workflow and Multi-
GAAP Reporting
Narrative Reporting & Disclosure
Management – Streamlines the entire
Collaborative Reporting process from content to
versioning to workflow
PCMS – A platform for Performance Reporting
that combines Financial and Operational Data
that allows users to easily perform multi-step
allocations and calculations
Tax Reporting - A general platform for
process improvement for the corporate tax
function that allows direct access to financial data
from general ledgers or financial consolidation
system to streamline tax provision process
Planning – To model and plan across finance, HR, supply chain, and sales, streamline the financial close process, and to drive
better decisions
EDM – Helps manage changes in business by ensuring consistency across enterprise data and even across different
applications
ARC - A platform to manage and monitor the accounts reconciliation process with worldwide visibility and control
FCC - Helps manage and monitor the entire close process with configurable features including Intercompany
Eliminations(automated), Multi-Currency Support, Journal Workflow and Multi-GAAP Reporting
Narrative Reporting - Streamlines the entire Collaborative Reporting process from content to versioning to
workflow
PCM - A platform for Performance Reporting that combines Financial and Operational Data, allowing users to easily
perform multi-step allocations and calculations
Tax Reporting - A general platform for process improvement for the corporate tax function that allows direct access to financial
data from general ledgers or a financial consolidation system to streamline the tax provisioning process

6. Agenda
Customers and Client Stories
Financial Close Suite and Other Products
Financial Planning
What you get?
Why Oracle EPM?

7. What solution(s) do you currently use for
your enterprise performance management?
A. Adaptive Insights
B. Anaplan
C. SAP BPC (Business Planning Consolidation)
D. Blackline
E. Host Analytics
F. One Stream
G. Excel Spreadsheets/Google Sheets
H. Other
I. No System Currently in Place

8. Uncertain Times
COVID -19
“Since the outbreak,
organizations have
embraced the real-time
analytics that EPM
provides to constantly
re-design their business
strategies to outsmart
the challenges that this
pandemic has been
throwing”
9/11
“Many Airline and
transportation giants
benefitted from the
intelligent insights that
EPM offered and were
able to remain stable
during trying times like
9/11”
2008
“Financial institutions
banked on the global
transparency that EPM
provided to wade
the stormy waters of the
2008 crisis”

9. Integration across
all Functional
Areas of Business
Oracle EPM
Complete Agility
Intelligent &
Innovative
Insights (3Is)
Robust Reporting

10. The Oracle EPM Cloud Advantage
Nobulkyinfrastructure
Tailoredtosuitbusinessneeds
Conversionfromanylegacysystem
Monthlypatches&latestversions
Integrationwithmultipleenvironments,sourcesystemsandtargetsystems
QuickImplementation&reducedturnaround

11. Is your Finance Team using manual processes
such as reporting and data manipulation?
A. Our process is automated
B. Our process has some automation
C. Our process is manual
D. Unsure

12. Financial Planning

13. Unlock Business Success
HR
Marketing
Sales
Operations
IT
R&D
Finance
What-
if??

14. 14
Intelligent Planning
Financial Planning and Budgeting
Solutions
Capitals Planning and Budgeting
Solutions
Workforce Planning and
Budgeting Solutions
Projects Planning and Budgeting
Solutions
Strategic Planning and Budgeting
Solutions
Budget Forecast Strategic Plan
Precision Planning
Bottom-Up
Driver and Trend-based
Planning
Allocations and
Consolidations
Rolling Forecasts
Predictive Planning
Iterative and assumption-
based forecasting
Integrated to LRP and Oracle
Fusion Cloud
Finalizing Targets
Driver-based Multi-Scenario
modeling
Risk definition for
organizational overhaul,
M&As
Top-down

15. 15
Planning| What you get?
Financial Planning
Capital Assets Planning
Workforce Planning
Projects Planning
Strategic Modeling
• Plethora of best-in-class OOTB
features on top of customized
solutions
• Scalable modules that can be
implemented phase-by-phase
• Connected inside out

16. Planning Cloud Architecture

17. Financials
Revenue-Expense Planning
 Accurate planning of revenue and gross margin through specific drivers
 Precision planning of expenses through industry best-practice drivers
 Pre-built integration of expenses from workforce and capital modules
Balance Sheet Analysis
Integration with Income and Cashflow Statements with industry specific
configurations
Cash Flow Analysis
 Fully integrated cash flow
 Cash Modeling from operations
 Planning for short, medium, and long-term time horizons
Financials Planning
Capital Assets Planning
Workforce Planning
Projects Planning
Strategic Modeling

18. Financials

19. Capitals
Capital Assets Planning
Financial Planning
Workforce Planning
Projects Planning
Strategic Modeling
Capital Investment Planning and Management – Tangible /
Intangible
 Cashflow and funding plans for investments and leased assets
 New capital assets planning
 Out-of-the-box calculations for depreciation and amortization during the
lifespan of the asset
 Effective modeling of asset-related expenses
 Automated processes such as retirements, transfers, and improvements
 New and existing intangible assets planning, including cash flow planning and
impairments
 Capital Expense review through
 Asset Summary Reports
 Variance Analysis
 Impact Analysis on Cash Flow, Balance Sheet and Income Statement by
asset class and business unit

20. Capitals

21. Workforce
Workforce Planning
Financial Planning
Capital Assets Planning
Projects Planning
Strategic Modeling
 Plan – Compensation expenses through OOTB driver-based
planning
 Align – Functional to Strategic goals, while integrating with HCM
(Oracle/Others)
 Maintain – Complex employee expense calculations with hi-tech
wizards
And through SWP,
 Strategically align the organization’s long-term strategy and
expense planning with HR’s strategy for hiring and training

22. Workforce

23. Projects
Projects Planning
Financial Planning
Capital Assets Planning
Workforce Planning
Strategic Modeling
Model all project types
Long- and Short-Term Projects’ Cost Planning using OOTB drivers for
 Internal projects, such as IT, R&D, marketing campaigns
 Contract-based projects
 Projects across more complex industries, such as construction, engineering,
and professional services
Detailed Project Planning
 Planning at expenses at individual employee level
 Planning asset-related costs
Track project performance
 Use of prebuilt metrics to track revenue, expenses and cash flow
 Leverage performance indicators such as NPV, payback, and ROI

24. Projects

25. Strategic Modeling
Strategic Modeling*
Financial Planning
Capital Assets Planning
Workforce Planning
Projects Planning
Align Strategy with Plan
 Align the organization’s strategic plans
with the operational plans
Model for Uncertainty
 Stay ahead of the frequent uncertain
curve balls that the extrinsic forces may
throw at the organization through
scenario analysis
Optimize Capital Structure
 Grow leaps and bounds by precisely
planning Debt-to-Equity
Features include:
 LRP
 What-If and Scenario Analysis
 Monte Carlo Simulation
 Predictive Planning and Auto-Predict
 Process Automation
*Included in EPBCS

26. Elevated User Experience
• Role based Navigation Flow
• Convenience
• Security
• Precision
• Approval Structure
• Desktop, Laptop and Mobile accessible
• Real-time data
• Oracle Smart View for Office
Jane Doe
Jane Doe

27. In what areas would you ideally like to see your
performance management process improve?
(Please select all that apply)
A. Planning
B. Budgeting
C. Strategic Modeling
D. Forecasting
E. Data Consolidation
F. Reporting
G. Analytics
H. Allocations
I. Investment Management
J. Tax Reporting
K. None of the above

28. Financial Close
Suite

29. Account Reconciliation Cloud
Automated account reconciliations
 High volume transactional reconciliations
 Journal Entries
 Zero-Balance reconciliations
 Intercompany reconciliations
Auto-suggested matches
Provides visibility and control over the entire process and
real-time reporting
Customizable formats, rules and account profiles
Ensures all reconciliations are correctly qualified with
automated variance reports and compliance dashboards
Evidence Audit support
Full integration with the Close process

30. Financial Consolidation and Close
 Configurable features include Intercompany Eliminations
(automated), Multi-Currency Support, Journal Workflow, and
Multi-GAAP Reporting
 Customer-specific configurations will continue to work with the
pre-built dimensions, reports, calculations, data entry screens,
and future enhancements
 Built-in task orchestration and close management analysis using
Task Management
 Ability to centrally manage and post journals
 Reporting using Oracle Hyperion Financial Reports, Oracle Smart
View for Microsoft Office, and in-built dashboards with
automated Cash-flow reporting
 Supporting schedules for the collection of detailed information
helping support balances using Supplemental Details
 Out-of-the-box, yet configurable, complex consolidation support
to re-classify, adjust and eliminate reported data
 Easy-to-create templates help with signoffs, validations, and drill-
back from source to create footnotes, statement analysis, and
track detailed information
Financial
Consolidation
Currency
Translation
Intercompany
Elimination
Adjustments
Financial
Consolidation
and Close

31. Tax Reporting
 Provides
 OOTB reporting for Tax provision
 Tax Account Roll Forward Form (TAR)
 Country by Country Reporting (CbCR)
 Calculate the tax provision(lowest level to consolidated tax disclosure) and
automatically generate tax journal entries
 Import tax return details directly from tax return software
 Export tax provision and trial balance to the tax compliance software at
the push of a button
 The corporate tax group can collaborate on local files with users around
the world by incorporating tax reporting details into Narrative Reporting
 Data collection, calculation, and analysis can all be automated, including
supporting work papers for tax provision, tax compliance, research and
development (R&D) credit, uncertain tax positions, and any tax data
 Ability to maintain a tax calendar with important dates and workflow
Tax Provision
& CbCR
Workflow and
Tax
Management
Supplemental
Data
Dashboard

32. Other Products

33. Profitability and Cost Management Cloud
 Flexible and Secure Modeling
 Cost, Profit, Shared Services, Tax Transfer Pricing & Regulatory Costs
 Side-by-Side analysis of New vs. Old allocations
 Provides detailed data for management reporting from many
systems
 Ownership
 No script models entirely owned by Business owners
 Business owners and experts can easily change assumptions,
allocation methods
 Expand and changes models to match changing business
 Flexible Allocations
 Combine financial data with operational metrics and business
drivers
 Easily model resources that are used by different parts of the
company
 Easy-to-read cost and profit traceability maps; Step-by-Step
validation reports
 Analysis
 Create and access Dashboards and Graphs, ex., Profit Curve
 Adhoc Analysis using SmartView
GL
Performance Ledger
(Secure Sandbox)
Data & Dimensions
outside of GL
Performance
Management Reports
Profitability and Cost
Management Cloud

34. Narrative Reporting
 Source
 Allows working with current data from Oracle and non-Oracle
sources
 Allows combining data with textual narration in a single report
 Comes equipped with a Report Writer - lets to bring in charts and
grids sourced from Oracle Cloud EPM, Oracle Cloud Financials, and
Oracle Essbase
 Security
 Secure access for authoring and reviewing processes
 Visibility of changes and contribution with a full audit trail
 Roll-over previous reports to reuse common content
 Publication & Distribution
 Group, distribute, and access report content securely via mobile,
web, or Microsoft Office
 Review content using SmartView
 External & Regulatory Reporting
 Annual Reporting
 Country by Country Reporting (CbCR)
 Publish in multiple regulatory formats
Report Packages
• The unifying structure for any report that provides
content, workflow, and process management.
• Made up of Doclets – existing Word, Excel, PPT,
PDF reports or Management Reports from
Enterprise Performance

35. Enterprise Data Management
 A system of reference that helps manage and govern
structural changes across the organization
 Transformational
 Routine
 Visibility across Oracle and non-Oracle applications
 Flexibility to work in hybrid and multi-cloud environments
 Power of 4 As
 Accelerate Cloud Adoption
 Assimilate Business Transformation
 Align Enterprise Applications
 Audit Governed Assets
 Request-driven approach
 Record, Visualize, and Validate changes
 Adaptive workflows for approvals, RACI framework

36. FreeForm
 SaaS alternative to Essbase solutions
 An application with NO dimension requirements
 Open dimensional solution
 Simple application creation process
 Importing Essbase Outline or Migrating a Snapshot
from an on-premise deployment 11.1.2.400, or
 Creating BSO Hybrid Cube using application wizard,
or
 Creating ASO Hybrid Cube using application wizard
 Preserved ability to leverage Planning capabilities
 Support Groovy scripts for custom functions and business
rules for calculations
 Available with EPBCS
 One application per service instance
 Can be accessed using Oracle Smart View for Office or
Oracle Enterprise Performance Management Cloud
screens

37. Our growing clientele 

38. CLIENT JOURNEYS

39. We are excited
to dive into the new
system
Victoria Heinz
Finance Controller
CASE
STUDY
Home Sales
Management
About Client
Background
Key Benefits
New Home Star is a modern new home sales management
firm with a vision to leverage technology and top sales talent
to drive smart sales processes. They focus on the growth and
performance of their sales professionals, providing excellent
career paths and training opportunities to build a dynamic
team of sellers that’s always advancing.
Initiative
Move to the Cloud
Organization Size
700
The engagement started in 2022 when NHS selected SmartERP
for the Oracle Cloud ERP / EPM Implementation. The
successful Go Live of the Project happened on Jan 1st, 2023,
and currently SmartERP is the support partner.
• Overall reduction in open tickets and time to resolution
• Fewer application issues after Oracle releases
• Timely support during month end close and
troubleshooting and development of financial reports

40. SmartERP has
delivered what we
need, how we
needed it!
Dalerick Carden
Finance Controller
CASE
STUDY
Reinsurance About Client
Background
Key Developments
Crawford & Company is the world's largest publicly listed
independent provider of claims management and outsourcing
solutions to carriers, brokers and corporates, with an
expansive global network serving clients in more than 70
countries.
Initiative
Move from a legacy
system
Organization Size
9000
Global EPM and ARCS implementation went live in 2021 and
EDM in 2022. Included transitioning from legacy systems and
supporting multiple source systems. SmartERP is currently the
support partner for the 3rd year since implementation.
• Seamless Financial Report Bursting to senior management
on a monthly basis. Total no. of reports: 300+
• Consolidated Allocations from “n” number of combinations
from legacy systems curated into a handful of highly
effective custom business rules.
• Quick monthly close process through automated
reconciliations and custom formats built in ARC.
• Centralized management of “Master Data” through EDM.

42. A. Just Smart Form I-9 (Free)
B. Both Smart Form I-9 and E-Verify (Free)
C. Smart Applications with Smart Onboarding ($)
D. Full Suite with HR Integration ($)
E. Full Suite with HR Integration plus other apps ($)
F. Not Sure?
Use the question feature in your Zoom application

43. For More Information
lynn.duffy@smarterp.com
smarterp.com
smartonboarding.com
smarterpanalytics.com
smarttalentprocurement.com
smarteverify.com
404-226-6225 | Lynn Duffy, VP Client Success