Oracle Enterprise Performance

Reporting Service
A Deeper Dive

Al Marciante Sr. Director, Product Management

Rob Foyteck, Principal Sales Consultant
Jeff Miller, EPM Strategist
March 13, 2015

Oracle Confidential
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Agenda

EPRCS and Q4
What is Narrative Reporting
EPRCS SWAT Team
Questions
Upcoming Events
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Restricted

Oracle Enterprise Performance

Reporting Service
A Deeper Dive
EPM Community Call March 13, 2015
Al Marciante
Sr. Director, Product Management
Enterprise Performance Management

Copyright 2015 Oracle and/or its affiliates. All

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |
rights reserved.

Safe Harbor Statement

The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated
into any contract. It is not a commitment to deliver any material, code,
or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole
discretion of Oracle.

Copyright 2015 Oracle and/or its affiliates. All

rights reserved.

To Do List:

Project Funding Proposals

Annual Report
Group Budget Review
Quarterly Board Package
Disclosures
Operations Review
Variance Analysis
Regulatory Reporting
Strategic Plan and Objectives
When do
you need
this by?
Did Lisas
changes
address
my
comment
s?
Where di
d this
data
come
from?

Did Tom
finish
his
review?
What am
I
suppose
d to
approve
?

Almost 70% of respondents

agree that it is very
challenging to satisfy the
different needs of external
EY
report: Connected reporting
- Responding
to
stakeholders
with
corporate
complexity and rising stakeholder demands 2014
reporting.
Copyright 2015 Oracle and/or its affiliates. All
Copyright 2014, Oracle and/or its affiliates. All rights reserved. |
rights reserved.

Reinvent Your Narrative Reporting Process

Oracle Enterprise Performance Reporting Cloud Service

Combine
Data and
Narrative

Collaborate
Securely

Confidently
Report
Copyright 2015 Oracle and/or its affiliates. All
rights reserved.

The SEC is seeing to make financial

disclosure more effective, particularly in
the Managements Discussion and
Analysis. SEC staff recommend, among
other things, that the MD&A evolve over
time, shun boilerplate, summarize the
most
important
aspects
of
the
business,
CFO Magazine Outlook 2015
disclose key performance indicators, and
avoid repeating discussion from other
sections of the filing.

Increased Requirements
Challenges
Globalization, regulation and
organization mandates
Adding and reviewing narrative to
financial reports is complex and dynamic
Availability of data from multiple sources
makes analysis and commentary a
manual process
Copyright 2015 Oracle and/or its affiliates. All
rights reserved.

Combine
Data and
Narrative
Combine management, narrative
and statutory reporting needs in
one solution
Comprehensively address
authoring, collaboration,
commentary and delivery needs
via a Report Package Doclet
Provide capabilities in the cloud
for hierarchical and dimensional

Copyright 2015 Oracle and/or its affiliates. All

rights reserved.

10

Reinvent Your Narrative Reporting Process

Oracle Enterprise Performance Reporting Cloud Service

Combine
Data and
Narrative

Collaborate
Securely

Confidently
Report
Copyright 2015 Oracle and/or its affiliates. All
rights reserved.

11

Collaborate Securely
Challenges
Time cycles take too long
Inefficient, manual processes
Many people involved across different
departments
Many types of sensitive data across many
people, need for secure access
Who has access?
Manual processes due to need for
maintaining confidentiality

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rights reserved.

12

Multiple Reports, Multiple Stakeholders

The average worker collaborates with 10 or more people to

accomplish daily tasks
SIGNER

Operations
Reviews
Board Packages
Audit Reports
Public Disclosures
Regulatory
Reporting
Group Budget
Review

REVIEWER

AUTHOR

OWNER

SIGNER

REVIEWER

AUTHOR

AUTHOR

REVIEWER

AUTHOR

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rights reserved.

13

Collaborate
Securely
Advanced mobile, self-service
and collaboration capabilities
Instant visibility to the progress
and status of the reporting
lifecycle
Efficiently bring knowledge
workers in and out of the process
based on their role
Secure at all levels to handle
sensitive content, from network

Copyright 2015 Oracle and/or its affiliates. All

rights reserved.

14

Reinvent Your Narrative Reporting Process

Oracle Enterprise Performance Reporting Cloud Service

Combine
Data and
Narrative

Collaborate
Securely

Confidently
Report
Copyright 2015 Oracle and/or its affiliates. All
rights reserved.

15

Confidently Report
Challenges
Many data sources
Challenge to access the system of
record
Increased demands, both internally and
externally, for information

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rights reserved.

16

Confidently
Report
Easily combine system of record
data into reporting
Combine and securely move
easily across on-premises and
cloud data sources
Integrate data from Oracle and
other ERP systems
Leverage existing IT investments
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rights reserved.

17

Enterprise Performance Reporting

Cloud Service

Whats Included

Report Package Functionality

Full lifecycle support from definition thru publishing
and phase management
Report Center, Authoring, Review, Commenting
Framework, Monitoring
Dynamic security, integrated workflow, doclet
management, auditing

Task and Message management

Library repository
Multi Dimensional engine to (optionally)
store data in the cloud for Report Packages
and powerful analytics via Smart View
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18

Your Existing
Investments
Documents
On-Premise EPM/BI
Sources
Cloud EPM Sources
EPM/BI Reporting
Content

Report Development
Lifecycle

20

Autho
r
Content Development
Centralized All content is developed by small
group of users who contribute to content across
the report
Author phase is not enabled.
No workflow on doclets

Or

Distributed all content is assigned to users

which contribute individual pieces of the report
Author phase is enabled
Collaborative with Workflow

Authoring Doclets
2 ways

Via Web interface

Download to client
Author in Word
Upload to EPRCS
Perfect for authoring narrative content

Via Oracle Smart View for Office

Using the Financial Performance Reporting
extension
Perfect for integrating textual data with
narrative

Embedding Refreshable Data in Report Package

Doclets
Ad hoc Sources via Smart View and Excel

Smart View
Sources

Oracle Smart View

SV
Paste
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Embedding Refreshable Data in Report Package

Doclets
Formatted Sources via Smart View Direct to Word

EPM
Sources

Hyperion Financial
Reporting

Oracle Smart View

Oracle Business
Intelligence
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24

Revie
w
Multiple draft review process
Review process may include:
Multiple review cycles
1st Draft > 2nd Draft > 3rd Draft

Vary review assignments by draft

1st Draft for manager level
2nd Draft for executive level
3rd Draft for C-level

Vary review assignments by area

Assign users to review entire report,
section(s), doclet(s)

Sign
Off
Secures content and gather electronic sign off
Requires all content be completed
and locked down
Prevents all users from modifying the
contents of the report

Gathers electronic sign off from key

constituents
Notifications sent with link to final content
Allows online and downloaded review of
report content
Secured sign off of report content

EPRCS Application
An Application is Optional in EPRCS
An application is not required to create Report
Packages
One application is allowed per subscription
(software enforced)

Container for shared dimensions and

reporting model(s)
A single model is a configuration of
dimensions (time, accounts, entities,
etc) and related data.
Customer uses an EPRCS model to store
relevant Report Package data in the cloud
Provides analysis via Smart View
A Model is Powered by Essbase

EPM Cloud

Oracle Enterprise Performance Reporting Clo

Service

Address Internal and Statutory Financial

Reporting Needs
Narrative-based management reporting
and external disclosures in one solution
Complete: Authoring, collaboration,
commentary and delivery
Secure: Role-based, auditable access on
desktop and mobile devices
Enterprise Grade: Security, High
Availability, Scalability
Fully Managed: Patched, Backed Up,
Upgraded by Oracle
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Master Lock
Enterprise Performance Reporting

Oracle Corporation
March 13, 2015
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Here is what we heard

Today, most management reporting processes are manual and
ad-hoc
Monthly, quarterly fire-drill to get Board Books and report packages done and
delivered
Manual effort Time consuming, Expensive; lack process rigor and collaboration

Error-prone in combining Data (what) with Narrative (who,

when, why)
Re-keying of data into report
Unable to analyze data to validate narrative

Challenging to bring Subject Matter Experts into the process

Insufficient collaboration features for centralized commenting on content
Hard to track progress and who is currently responsible for individual areas of
content

Lacks versioning and auditing functionality