The document provides information about a webinar on Oracle Enterprise Performance Planning and Budgeting Cloud Service (EPBCS). It includes an offer of 50% off a health check for webinar attendees, which would include a requirements review, fit-gap analysis, and system assessment. The webinar agenda covers an overview of Jade Global's analytics and information management practice, out-of-the-box EPBCS configuration, incremental enablement approaches, business processes, design considerations, and a question and answer section.
WEBINAR: Align your Enterprise with Powerful Analytics! Oracle EPBCS (Enterprise Planning and Budgeting Cloud)
1.
2. If You Stay Until the End..
50% off a Health Check
What You will Get..
Requirements Review
Fit-Gap Analysis
System Assessment
OFFER ENDS TODAY
Exclusively for today’s webinar attendees!
3. Safe Harbor Statement
The following is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver any services,
material, code, or functionality, and should not be relied upon in making
purchasing decisions.
4. Global Presence
Pune
San Jose
Orange County
Atlanta
Hyderabad
Reading
8 Offices
Worldwide
4 Global
Delivery Centers
Boston
Philadelphia
Media & EntertainmentRetailServices High-Tech Manufacturing Energy Life Sciences Finance Public Sector
5. Speaker
Shreeram Sharma
Sr. Solution Architect, Analytics & Information
Management Jade Global
Oracle Certified Implementation Specialist
15+ Years in Technical Configuration, Design, Analysis, Delivery
and Development
Solutions Specialized: Oracle Planning, Oracle EPBCS,
Oracle FCCS
Passion in Building, Scaling, or Restructuring through Techno-
functional collaboration
Master’s Degree: Electrical Engineering
6. Agenda
About Jade Global’s AIM Practice
Out-of-the-Box (OOTB) EPBCS
Incremental Enablement – A New Build Approach
Business Processes
Design Considerations
Conclusions and Q&A
9. Higher Education Consumer Products and IndustrialsRetail
Other
Services
Transportation, Logistics, and Supply ChainMedical and Pharmaceutical
Clean Energy
Finance
Industry Experience
9
10. Core Pillars of AIM
EPM BI And Analytics Big Data
Financial And Operational Performance
Improvement
Decision Support And
Visualizations
Data-Driven Decisions
Data Integration
Data Governance (Standardization)
• Strategic
• Budgeting
• Forecasting
• Financial
Consolidation
• Financial
Operations
• Scenario Modeling
• Management Reporting
• Predictive Analytics
• Business Alerts
• Scorecards & Strategy Tree
• Data Discovery
• Mobile BI
• Data Science
• Data Lake
• Big Data Insight
• Machine Learning
• ETL / EL-T
• Automation
• Data Lineage
• Master Data / Metadata Management
• ERP (EBS, Fusion, PSFT,
SAP, etc.)
• CRM (Cloud/ On Prem.) • Operational Data
Modules
• Unstructured Data
Foundation (Data Sources)
• Data-Marts, Data Warehouses
• Data Streaming
14. Traditional EPM Implementation Approach
Requirement Specifications
The requirement for the software terms of both design and functionality is captured
System Design
Once the requirements are finalized, a blueprint of the system is drawn to facilitate the process
of implementation
Design Implementation
The blue print of the design is verified and the implementation of the system begins according
to the blueprint
Verification and Test
The implemented system is now verified and tested by the team. Once the testing is compel,
ted reversing the system to implement further changes in requirements cannot be done
System Deployment
Setting up of the system or software after a pilot run and testing is done
21. Business Processes
Financials
• Models
• Trend-Based, Driver-Based & Direct Entry Planning
• Financial Statements
• Integration with other Business Processes when Enabled
Workforce
• Employee Expense including Earnings, Taxes and Benefits
• Strategic Workforce –Right Personnel at the Right Time at the Right Cost
• Integration with other Business Processes when Enabled
Capital
• Existing and New Assets
• Assets and Leases
• Existing Asset Transfer, Improvement and Retirements
• Integration with other Business Process when Enabled
Projects
• Types of Projects
• Revenue and Expense for the Projects
• Projects Benefits Reporting Requirements
• Integration with other Business Processes when Enabled
27. Financials Business Process
EPBCS General
Application Set-up
Fiscal Vs Calendar Year
Currency Conversion
Navigation Flows and other look and feel aspects
Data Integration Requirements
Financial Business Process
OOTB Models and adjustments
Financials OOTB or different structure or combinations
Usage of plan Element dimensions
Workforce Business process
Employee and job or both?
Strategic Workforce
Different set of assumptions
Data integration
Integration with Financials
Demographics
Capital Business Process
Type of assets
New and Existing
Integration with Financial and Projects
Projects Business Process
Revenue and/or Expense projects
Use Workforce or Capital Standard Rates
Integration with Financials
EPBCS Reporting
BSO Planning ASO Reporting
OOTB Reporting
External Data Source Integration
Hybrid Approach ( FDMEE 11.1.2.4.100 or
higher)
Use of Data Management on cloud
EPM Automate
29. EPBCS Benefits
Why EPBCS? Key Take Aways
Quick Wins: Allows you to quickly start with out-of-the-box,
best practice planning. Then, extend your planning processes
over time.
Business Owned: Easy to maintain through intuitive wizards
and maintenance screens.
Enrich Out-of-box Planning Process: Company and
Industry specific configurations while still upgradable by
Oracle.
• Lower TCO, increasing value included in the service
fee
• Add company-specific value while remaining
upgradable
• Simple Migration/Implementation
• No Infrastructure Investment
• Expense versus Capitalize
• All the Power of Planning…and then some
• No More Upgrades
• The Cloud is the Future
• Disaster Recovery & Backups
• Financial Reporting & Analytics
• Eliminate Annual Maintenance
• Administration Support
30. Clients Most Benefited Areas
Shift from Excel
Enhanced data management and data integrity
Reduced turnaround time for headcount budgeting
Faster management reporting
Ability to perform complex calculations in one click
Ability to receive automatic updates
Shift from Excel to FR Studio
Expectations exceeded by how readily available and collaborative
automated data and report creation was for users in EPBCS
IT reliance reduced and finance users in full control of their data
More dynamic, user-friendly system and reporting platform
Executives are able to access reports right on their mobile
devices
Higher accuracy in reporting results and faster work flow
Eliminated the need to physically transport files
Managed Services
Single Source of Truth for 3 data sources
IT reliance reduced and finance users in control of data
Budget cycle reduced from 2 months to 2 weeks
Faster reports retrieval
Faster data retrieval and data refreshes
Improved resource productivity
More dynamic, user-friendly
Implementation of FR
OTB reports, dashboards, tables and graphs with tweaks to capture
client based accounts.
Designed and developed custom reports
Implemented OBIA Financial Analytics for GL, AP, AR, and
Profitability
Implemented security based on modules, and COA balancing
segment values
31. Traditional Approach vs EPBCS
Task Before After
Reporting Hours <30 mins
Budget Calcs 5 Weeks <30 mins
Versioning Multiple Spreadsheets Click of the button
Integration and
Consolidation
Minutes seconds
Financial Reporting 2-3 days minutes
Forecast
Preparation
Didn’t Exist automatically based on trends
Budget Aggregation 1 week minutes
*Results may vary based on size and complexity of project
33. Get Started NOW
50% off Health Check
Get Started Now! Email marketing@jadeglobal.com
Questions...?
Call us: 267-337-6779
Visit us: www.jadeglobal.com
Connect With Us
What You will Get..
Requirements Review
Fit-Gap Analysis
System Assessment
OFFER ENDS TODAY
Exclusively for today’s webinar attendees!
Editor's Notes
Nina
Nina
Reviewing business requirements document
Look at fit gap analysis for them
At whatever their current system is..
Help them asses which system is right for them
