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.

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

7. Application Industries Infrastructure
Oracle Specializations
7

8. Hi-TechMedia and Software
Manufacturing
Industry Experience
8

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

11. Trend Report – EPM Cloud

12. Out-of-the-Box (OOTB) EPBCS

13. OOTB Content
Financials WorkforceProjects
Strategic
Modeling Capital
3 BSO/ 3 ASO / 1
Reporting
Platform Capabilities
Currency Conversion Rolling Forecast Sandboxing
Oracle EPBCS

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

15. Hyperion Planning Implementation Approach

16. OOTB EPM Implementation Approach
Requirements
High Level Design
Configure
Detailed Design
Extended
Configuration and
Customization
Release

17. Incremental Enablement – A New Build Approach

18. Incremental Enablement
OOTB
Content
Dimensions
Extended
configurations
Enable/Iterate
Business
Process
EPBCS
Pre-Configuration
Requirements
Scope
Incremental Enablement

19. Incremental Enablement
OOTB and
Extended
Configuration
Configuration-
OOTB
Business Process Features
Extended
Configuration-
Custom
Custom Models
Custom
Integration
Data load in
EPBCS
Custom
integration
between Business
process

20. Business Processes

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

22. Projects Business Process
Project
Reporting
Dimensions
Integration
Enable/Iterate
Types of
Projects
OOTB
Financial and Non
Financial Reporting
Project Summary
Expenses
Revenues
Analysis
Project Types
Contract Projects
Capital Projects
Internal Projects

23. Workforce Business Process
What
Expenses
Dimensions
Integration
Enable/Iterate
Employee
and/or Job
OOTB
Employee and/or Job
Type of expenses
Workforce management
Strategic Workforce
New Code Under the Hood
Account
Components
Property
Union Code
Flex Dimensions
Dimensions Set-up

24. Capital Business Process
Asset Mgmt.
Dimensions
Integration
Enable/Iterate
Assets, Leases
& Types
OOTB New and Existing Assets
Existing Asset Mgmt.
Expense calculations
Integration
Mapping with Financials
Balance sheet impact
Cashflow impact

25. Financials Business Process
Financial
Statements
OOTB
Dimensions
Integration
Enable/Iterate
Models
OOTB
Product and Service Model
Trend Based and Driver based
Integration with other Business Processes
MultipleCOA
Rapid Implementation
Add-on Extended configuration

26. Design Considerations

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

28. EPBCS Demo

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

32. Conclusions and Q&A

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!