Oracle Enterprise Performance Management on Mobile Al Marciante Sr. Director Product Management Rajesh Bhatia VP Product Development Oracle Enterprise

Oracle Enterprise Performance Management on Mobile

Al Marciante Sr. Director Product Management

Rajesh BhatiaVP Product Development

Oracle Enterprise Performance Management

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


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.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

Strategic Priorities for Global CFOs: 2013-2015CFOs Want to Modernize Finance

Source: Oracle-Accenture Research: Empowering Modern Finance: The CFO as Technology Evangelist, February 2014

• Data analysis

• Systems expertise

• Business partnering

• Big Data

• Mobile

• Cloud-based systems

• Respond faster to internal and external clients

• Flex the business model in response to change

Improve Speed of

Decision-Making

Leverage High-Impact Technologies

Restructure the Finance Skill Set


Cost and ROI are major drivers for cloud and mobile

Improved business agility is most associated with mobile

The value of big data is similar across traits

Timeliness of decision making

Emerging Technologies Generate Tangible Value According to Respondents

Mobile

Social

Cloud

Big Data

0 5 10 15 20 25

Timeliness of decision making ROI Time to value Reduce costs Agility

Source: Longitude Survey results for Empowering Modern Finance – The CFO as Technology Evangelist, commissioned by Oracle and Accenture, March 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 5

Mobile Device Finance Trends

With more demand to move financial data to a mobile device, certain financial activities and business processes will need to evolve

Mobile Finance Trends

Current• Expense reporting• Approvals• Static financial reports

Future• Month-end close• Dashboards• Interactive reports


Program Agenda

EPM Mobile Application for Workflow

EPM Mobility OptionsOracle Financial Management Analytics

Financial Reporting

Smart View

Planning Tablet-Friendly Interface (On-Premise)

Mobility for EPM Cloud Services (Coming Soon!)Planning and Budgeting

Financial Performance Reporting

1

2

3

4

5

6

7

8

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EPM Mobile App

• Common workflow app across Planning, Financial Management, and Tax Provisioning

• Available on iPhone and Android-based smartphones

• Targets on-the-go review and approval by managers and executives

• Leverages Oracle’s Mobile Application Framework (MAF) technology

• Coming Soon – Data Relationship Governance and Financial Close Management

Overview


Timeline

11.1.2.3.500GA

HFM - Process Units

• Review, Pass/Fail Status. History, Promotion• Approve, Reject, Sign Off, Publish

- Tax Provisioning – Filter/Review & More

Planning- View Promotional Path- Planning Units

• Review or Filter• Promote or Approve Planning Units• Reject/Reopen/Free/Unfreeze• Sign Off

Future(CY15/16)

DRG• View , Filter Worklist or Activity, Add or View RequestsCM• Tasks, Actions and Filters, AlertsEnhancements• Search HFM Entity, Configurable Session Timeout

11.1.2.4.000(CY14/CY15)

ARM - Show Reconciliations, Allow Filters, Alerts

• PSPB Support• PBCS Support• Dashboard• Add History for local device• SSO using OAM• Push Notifications• Support Tablets• Supporting Detail for Approval Amounts• Sorting by Date• Hierarchical view of Entities


Oracle EPM Mobile Architecture

Tax ProvisionPlanningData Relationship

Governance(FY2015)

Planning HFM HTP PBCSDRG

Data Sources

Supported Devices:iPhone & Android based phones

HTTP(s)Application Server / Provider Tier

Planning & Budgeting Cloud Service

(FY2015)

FCM

Financial Close Management

(FY2015)

Financial Management

REST / JSON


Oracle EPM Mobile


Oracle Financial Management AnalyticsOverview

• OBIEE dashboards for consolidated financial data and close process metrics

• Direct, native access to data in Oracle Hyperion Financial Close Suite applications.

• Enables mobile delivery of EPM data finance executives and business users


OFMA 11.1.2.4 New Features

Oracle Confidential – Internal/Restricted/Highly Restricted 12

•Enhanced Business Model to simplify building custom dashboards.•Leverages HFM member lists for quicker configuration.•Highly Configurable out of the box dashboards.•Ability to setup Alerts for key accounts


OFMA Launch Dashboard on iPad



Income Statement on iPad



Income Statement Regional Analysis on iPad



Income Statement – Analysis by custom dimension on iPad



Income Statement – Periodic Analysis on iPad



What is Financial Reporting Overview

• Production quality, highly formatted, management and financial reporting

• Object based drag & drop report authoring with reusable components

• Ability to group and distribute reports to end users in Books.

• Dynamic scheduling of reports and books.

• Advanced formatting & formulas


Mobile Support


Oracle Hyperion Financial ReportingCurrent Release and Roadmap

• EPM Innovation• Web-based report authoring• Updated Charting Engine with new

chart types and properties• Enhanced support for Books and

Batches in MS Office • Enterprise Readiness

• Updated Repository

• EPM Innovation• Native support for PSPB Planning

Decision Packages• Enterprise Readiness

• Support for Planning and HFM thin ADM drivers

• Ability to Edit Annotations

11.1.2.4(CY14/CY15) Future Direction

EPM Innovation• Planning Cloud Support • Mobile Platform Support • Planning Decision Package Support• Improved Smart View Function Grid

for FR import into Word• Enterprise Readiness

• Annotation Activity Logging• Market Leading Usability

• Miscellaneous Book and Authoring Enhancements

11.1.2.3April 2013


Ad hoc/free form analysis

Oracle Smart View for Office Overview

Leverage BI content Report design using Office

Excel data entry forms


Advanced Office Integration

• Capabilities across Office products• Ad-hoc and free form analysis• Function-based grids• Dynamic data points• Multi-source reporting• Application forms• Content import


Smart View for OBI EE

• Import Pre-built Content– Focus on native Office functionality

– Charts, Excel Pivot, Templates and Word

– Report Prompts and Filters

• Report Creation– Answers View creation from Office

– Support for Publish to the Web Catalog

• Connectivity– Private and shared repository connections allowing for

mixed data sources

– Enhanced security including single sign-on

• Extensibility– Support for Customization and Automation using VBA

Note: You must have Oracle Business Intelligence Enterprise Edition release 11.1.1.7 or later to use the Oracle BI EE-related features in Oracle Hyperion Smart View for Office.


Windows Experience Smart View For Office

•Use Windows Pro tablets for MS Office interface

•Quickly create templates using Excel Formats

•Smart View supports Windows Pro 8


Oracle Smart View for OfficeCurrent Releases and Roadmap

• EPM/BI Innovation• Existing Provider Improvements (Ad-

Hoc Unification)• Innovation for Smart View OBI EE• Public Extensions Framework & New

Extensions• Planning Multi-grid Support

• Enterprise Readiness• New Providers including Blake• Support HFM Java Provider

• EPM /BI Innovation• Support for OBI EE 11.1.1.7.1• Support for EPM 11.1.2.3.500

• Enterprise Readiness• Expanded Office and OS Support (Win8

& Office 2013)• Unified Connection Modification• Single installer for 32-bit and 64-bit• Connection Modification for all Sheets

11.1.2.5.xCY 2014 Future Direction

• EPM/BI Innovation• Planning Cloud Support • OBI EE Support

• Enterprise Readiness• Centralized Help System (or locally

hosted)• Shared Connection XML File

• Market Leading Usability • HFM Show/Hide Form Columns• Planning Admin Extension

11.1.2.3.000April 2013


Planning On Mobile

• Browser Interface Optimized For Tablets• Supports Mobile and Desktop• User Interface Built With Mobile In Mind

• Full Write-back And End-user Functionality– Forms, Reports, Launch Rules, etc

• HTML5 based• Consistent Interface With Oracle Fusion Apps

*New in 11.1.2.3.500


Mobility for the Cloud“Coming Soon”


Planning and Budgeting Cloud Service (PBCS)

• Simplified Mobile Ready Interface– End User Planning Functionality– Key Administrative Capabilities

• Automation of Routines

Q4 CY2014 Patch Update


PBCS 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



Oracle PBCS


• 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

Oracle EPM CloudOracle Financial Performance Reporting Cloud Service


Financial Performance Reporting on Tablet

• Monitor• Manage• Preview• Review• Workflow (approve, reject)



Oracle FPRCS


Documents

Oracle Enterprise Performance Management on Mobile Al Marciante Sr. Director Product Management Rajesh Bhatia VP Product Development Oracle Enterprise