accelerate your planning process and customer ... - …€¦ · fast adoption with planning and...

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Accelerate Your Planning Process Oracle Planning and Budgeting Cloud Service

Shridar Jayakumar Program Director, EPM, BI & Exalytics


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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 Oracle’s products remains at the sole discretion of Oracle.


Agenda

•Challenges in Planning and Budgeting

•Oracle Planning and Budgeting Cloud Service

•Customer Success Story -- Racepoint Global

•Summary and Questions

5


6 people?

25 people?

How Many People In Your Organization Are Involved in Planning and Budgeting?

EVERY MANAGER IN THE ORGANIZATION!


It’s Efficiency that Counts

Do More Inputs Result In More Accurate Forecasts?

TIME 60 days to create forecast

QUALITY 80% data collection

COST 3% annual revenue

Source: Hackett Group, Financial Executives International, Buttonwood Group

7


of surveyed companies currently use or will consider deploying EPM in the cloud over the next year

Finance sees the benefits of Cloud

Cloud Can Help

> 75%

Source: Oracle 2014 Top Trends Research

8


Finance Sees the Benefits of Cloud

Source: Oracle 2014 Top Trends Research

9


Oracle Cloud

Oracle Planning and Budgeting Cloud Service

Infrastructure as a Service

Platform as a Service

Software as a Service Secure

Personalized Connected

Part of Oracle Cloud


Oracle Planning and Budgeting Cloud Service

World Class Planning with the Simplicity of the Cloud

First-in-Class Functionality

Flexible Deployment

Fast Adoption

11


• Limited resources

• Too much time spent on non-value add activities

• Current systems do not allow LOB self-service

• Current systems not made for modern business users

Market Requires New Capabilities And Speed


Fast Adoption with Planning and Budgeting Cloud Service

Fast Adoption

• Intuitive role based interface, mobile ready

• Virtually zero training with built-in starter kits and online tutorials

• Create once consume on Web, Mobile and MS Office

• Application diagnostics with governors to simplify administration


Benefits of Fast Adoption

No capital infrastructure investments or depreciation

Owned by LOB with minimal reliance on IT

Accelerate budgeting by leveraging existing spreadsheets

Mobile collaboration and increased participation


FROM MONTHS TO MINUTES – NO CAPITAL INVESTMENTS


In Dynamic Markets, Accurate Planning and Forecasting is a Challenge Yet accuracy is needed to drive profitable growth


First-in-Class Functionality Based on proven technology

Fast Adoption

• Flexible workflow and plan management capabilities

• Intuitive web interface with full MS Office integration

• Built-in management reporting capabilities

• Extensive spreadsheet integration for efficient data entry and set up

• Out of the box support for best practices such as rolling forecast, multi-currency


Reduce Risk with Predicted Forecast Outcomes

Predictive Modeling

•Move from ‘conventional’ to ‘advanced’ scenario modeling

•Review full range of outcomes

•Quantify the risk of not achieving your goals

•Know the probability of outcomes

•Understand key factors impacting your business


Proven On-Premises, Optimized for the Cloud

** Oracle Business Analytics, Customer Value Index—October 2012


Benefits of First-in-Class Functionality Core Strategies to Become a Strategic Business Partner

Evolve from disconnected spreadsheets and planning systems

Drive planning beyond finance across the enterprise

Connect operational assumptions with financial outcomes

Simplify, standardize and automate routine transactions


SYSTEMS HAVEN’T KEPT UP

market volatility

operating margins better reporting

Integrated business planning

cost management

dynamic forecasting

uncertainty

shorter close

Improved forecast accuracy


Flexible Deployment Options with Planning and Budgeting Cloud Service


Simplify Technology Choices

Flexible Upgrades Flexible Deployments

2014 - 2015


Oracle Planning & Budgeting Cloud Service Momentum

Built on over 15 years of Product Innovation

Launched: February 14, 2014

Clients across industry

Financial Services, Higher Ed, Consumer Goods, Retail, Professional Services, High Tech

250+ Customers to date

18000+ End Users and growing!

Available and Supported Globally 24 X 7 X 365


Nutricia Advanced Medical Nutrition Focus shifted from data collection to analysis One app for local and group reporting Significant finance productivity gains

Agile Planning


Manhattan Beachwear Improved forecast accuracy Ease of use and access for Sales users Enhanced ability to plan further into the future

Revenue Acceleration


What’s New

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Simplified User Interface

• Mobile and desktop friendly

• Multiple OS and Browser support

• Consistent across Oracle Cloud services

• Multiple themes and user defined background

• Announcements and custom profiles

• Minimalistic yet resourceful

• End user and admin separation points

• Benefit

– Easier LOB adoption with intuitive mobile friendly interface

29


Simplified Application Creation

• Get up and running quickly

• Choose based on simple and complex use case

• Create full sample application for familiarity

• Out of box best practice guide

• Product tour videos

• Functional tutorial videos

• Out of box rolling forecast application

• Benefit

– Simplified wizard walk through for non-finance users

30


Built-In Analysis And Reporting: Dashboards

• Dashboards within planning application

• On the fly mash-up using forms, adhoc grids with free form text and urls

• No data export needed. Uses the same data you plan on

• Supports all data types – text, numeric and url

• Benefits

– Accommodates diverse business processes

– LOB user owned

– Easy and quick creation by business users

31


Formatted Forms and Ad-hoc

• Create formatted templates and slices

• Benefits

– Excel type formats on web

– Role based for admin or end user control

– Leverage default and user defined formats

– Use as input templates or as reports

– Facilitates common excel type usage paradigm by LOB users

32


Built-In Analysis And Reporting: Reports

• Simplified report creation & consumption

• Create on demand by users

• Benefits

– Use ad-hoc as an optional authoring tool

– Business user friendly

– Easy and quick creation and pdf printing

– No data export needed to reporting tools

– Facilitates all LOB business processes

33


Built-In Analysis And Reporting: Ad-hoc

• Simplified mobile friendly ad-hoc

– Drag and Drop | Pivot and Zoom

• Analysis in same Planning application

• Benefits for LOB users

– Analyze and get to root cause quickly

– User friendly pivots and icon ribbons

– Power user and end user collaborate

– Analyze information in Excel, desktop or mobile

34


Unified Admin Console

• Visual application overview

• Plan Type and dimension management

• Import export dimensions and data

• Job and schedule management

• Benefits

– Ready visibility to application usage

– Simplified management of artifacts

35


Job Manager & Scheduler

• Create and manage routine jobs

– Rules, import, export, refresh etc.

• Schedule routines for automation

• Benefits

– Mobile friendly

– Sequence batch jobs

– Manage lights out automation

36


Online Academy

• Getting started guides

• For admins and end users

• Best practice guide

• Functional Videos and Tutorials

• Overview videos

• Deep Dive walk through tutorials

37


Roadmap

Web Service Integration What If Sandbox

Instant Calc & Aggregation Modules On Cloud

2015


Q&A

39


In Conclusion: World Class Planning with the Simplicity of the Cloud

• Fast Adoption

• First-in-Class Functionality

• Flexible Deployment

accelerate your planning process and customer ... - …€¦ · fast adoption with planning and...

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