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

Oracle Enterprise er!or"ance

#eporting $ervice

Al %arciante $r. &irector, rod'ct %anage"ent#o( )oytec*, rincipal $ales Cons'ltant

 +e %iller, E% $trategist

%arch 1-, 201

Oracle Condentinternal/#estricte

A Deeper Dive

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Agenda

•E#C$ and 34

•hat is 5arrative #eporting

•E#C$ $A6 6ea"

•3'estions

•7pco"ing Events

Oracle Condential #estricted

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

Oracle Enterprise er!or"ance

#eporting $erviceA Deeper DiveEPM Community Call – March 13, 2015

Al %arciante$r. &irector, rod'ct %anage"ent

Enterprise er!or"ance %anage"ent

Copyright © 201 Orights reserved.

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Copyright © 201 Orights reserved.

$a!e ar(or $tate"ent

 6he !ollo8ing is intended to o'tline o'r general prod'ct direintended !or in!or"ation p'rposes only, and "ay not (e incointo any contract. t is not a co""it"ent to deliver any "at

or !'nctionality, and sho'ld not (e relied 'pon in "a*ing p'decisions. 6he develop"ent, release, and ti"ing o! any !eat!'nctionality descri(ed !or Oracle9s prod'cts re"ains at the discretion o! Oracle.

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To Do List: Project Funding Proposals

Annual Report Group Budget Review Quarterly Board Package Disclosures perations Review !ariance Analysis Regulatory Reporting "trategic Plan and #jectives

When do

you needthi !y"

Did #om$nihhirevie%"

What am&uppoed toapprove"

Did 'ia(chan)eaddremycomment"

Where did thidatacome*rom"

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+Almot 0- o* repoa)ree that it i verychallen)in) to ati*y di.erent need o* e/tetaeholder %ith corpreportin)

EY report: Connected reporting - Respondicomplexity and rising stakeholder demand

Copyright © 201 Orights reserved.

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racle Enterprie Per*ormance 4eportin) Cloud ervic

#einvent ;o'r 5arrative #eporting rocess

Colla!orateecurely

Con$den4epor

Com!ineData and6arrative

Copyright © 201 Orights reserved.

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=6he $EC is seeing to "a*e nancial

disclos're "ore eective, partic'larthe %anage"ent9s &isc'ssion andAnalysis. $EC sta reco""end, a"other things, that the %&>A evolve

ti"e, sh'n (oilerplate, s'""ari?e th"ost i"portant aspects o! the ('sindisclose *ey per!or"ance indicatorsavoid repeating disc'ssion !ro" othe

sections o! the ling.@

C)O %aga?ine O'tloo* 201

http://ww2.cfo.com/accounting-tax/2015/02/outlook-2015/http://ww2.cfo.com/accounting-tax/2015/02/outlook-2015/http://ww2.cfo.com/accounting-tax/2015/02/outlook-2015/

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lo(ali?ation, reg'lation andorgani?ation "andates

Adding and revie8ing narrative tonancial reports is co"pleB and dyna"ic

Availa(ility o! data !ro" "'ltiple so'rces"a*es analysis and co""entary a"an'al process

Challen)e

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ncreased #eD'ire"ents

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Copyright © 201 Orights reserved.

Co"(ine "anage"ent, narrativeand stat'tory reporting needs inone sol'tion

Co"prehensively addressa'thoring, colla(oration,co""entary and delivery needsvia a Report Package Doclet 

rovide capa(ilities in the clo'd

!or hierarchical and di"ensional

Com!ineData and

6arrative

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racle Enterprie Per*ormance 4eportin) Cloud ervic

#einvent ;o'r 5arrative #eporting rocess

Colla!orateecurely

Con$den4epor

Com!ineData and6arrative

Copyright © 201 Orights reserved.

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 6i"e cycles ta*e too long

nefcient, "an'al processes

%any people involved across dierentdepart"ents

%any types o! sensitive data across "anypeople, need !or sec're access

ho has access

%an'al processes d'e to need !or

"aintaining condentiality

Challen)e

Copyright © 201 Orights reserved.

Colla(orate $ec'rely

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%'ltiple #eports, %'ltiple $ta*eholders#he avera)e %orer colla!orate %ith 10 or more peoaccomplih daily ta

A7#84 4E9&EWE4

4E9&EWE4

4E9&EWE4

A7

&:6E4

&:6E4

Operations#evie8s

Foard ac*ages

A'dit #eports'(lic &isclos'res

#eg'latory#eporting

ro'p F'dget

#evie8

W6E4

Copyright © 201 Orights reserved.

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Copyright © 201 Orights reserved.

Advanced "o(ile, sel!Gserviceand colla(oration capa(ilities

nstant visi(ility to the progressand stat's o! the reportingli!ecycle

Efciently (ring *no8ledge8or*ers in and o't o! the process(ased on their role

$ec're at all levels to handle

sensitive content, !ro" net8or*

Colla!orateecurely

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racle Enterprie Per*ormance 4eportin) Cloud ervic

#einvent ;o'r 5arrative #eporting rocess

Colla!orateecurely

Con$den4epor

Com!ineData and6arrative

Copyright © 201 Orights reserved.

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%any data so'rces

Challenge to access the syste" o!record

ncreased de"ands, (oth internally andeBternally, !or in!or"ation

Challen)e

Copyright © 201 Orights reserved.

Condently #eport

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Copyright © 201 Orights reserved.

Easily co"(ine syste" o! recorddata into reporting

Co"(ine and sec'rely "oveeasily across onGpre"ises andclo'd data so'rces

ntegrate data !ro" Oracle andother E# syste"s

Heverage eBisting 6 invest"ents

Con$dently4eport

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Enterprie Per*ormance 4eportin)Cloud ervice

Copyright © 201 Orights reserved. |

• #eport ac*age )'nctionality

 – )'ll li!ecycle s'pport !ro" denition thr' p'(lishingand phase "anage"ent

 – #eport Center, A'thoring, #evie8, Co""enting)ra"e8or*, %onitoring

 – &yna"ic sec'rity, integrated 8or*Jo8, doclet"anage"ent, a'diting

• 6as* and %essage "anage"ent

• Hi(rary repository

• %'lti &i"ensional engine to KoptionallyLstore data in the clo'd !or #eport ac*agesand po8er!'l analytics via $"art Mie8

What( &ncluded

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 ;o'r EBistingnvest"ents &oc'"ents

 OnGre"ise E

$o'rces Clo'd E% $o' E%/F #eporti

Content

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4eport Development'i*ecycle

A th

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•  Centralized  – All content is developed by smallgroup 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 userswhich contribute individual pieces of the report

 – Author phase is enabled

 – Collaborative with Workflow

Content Development

A'thor

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A'thoring &oclets2 %ay

• Mia e( inter!ace – &o8nload to client

 – A'thor in ord

 – 7pload to E#C$

 – er!ect !or a'thoring narrative content

• Mia Oracle $"art Mie8 !or Ofce

 – 7sing the )inancial er!or"ance #eportingeBtension

 –er!ect !or integrating teBt'al data 8ithnarrative

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E"(edding #e!resha(le &ata in #eport &ocletsAd hoc ource via mart 9ie% and E/cel

Oracle Condential #estricted

Oracle $"art M

$Maste

$"art Mie8$o'rces

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E"(edding #e!resha(le &ata in #eport &oclets;ormatted ource via mart 9ie% Direct to Word

Oracle Condential #estricted

Oracle $"art ME%$o'rces

yperion )inancial#eporting

Oracle F'sinessntelligence

#evie

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#evie8 process "ay incl'deN• %'ltiple revie8 cycles

 – 1st &ra!t 2nd &ra!t -rd &ra!t

• Mary revie8 assign"ents (y dra!t

 – 1st &ra!t !or "anager level

 – 2nd &ra!t !or eBec'tive level

 – -rd &ra!t !or CGlevel

• Mary revie8 assign"ents (y area

 – Assign 'sers to revie8 entire report,sectionKsL, docletKsL

Multiple dra*t revie% proce

#evie8

$i

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• #eD'ires all content (e co"pletedand loc*ed do8n

 – revents all 'sers !ro" "odi!ying thecontents o! the report

• athers electronic sign o !ro" *eyconstit'ents

 – 5otications sent 8ith lin* to nal content

 – Allo8s online and do8nloaded revie8 o!report content

 – $ec'red sign o o! report content

ecure content and )ather electronic i)n o. 

$ignO 

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E#C$ Application

• An Application is Optional in E#C$

 – An application is not reD'ired to create #eportac*ages

 – One application is allo8ed per s'(scriptionKso!t8are en!orcedL

• =Container@ !or shared di"ensions andreporting "odelKsL

• A single "odel is a cong'ration o!di"ensions Kti"e, acco'nts, entities,etcL and related data.

 – C'sto"er 'ses an E#C$ "odel to storerelevant #eport ac*age data in the clo'd

 – rovides analysis via $"art Mie8

 – A %odel is =o8ered@ (y Ess(ase

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Copyright © 201 Orights reserved.

• Address nternal and $tat'tory#eporting 5eeds

• 5arrativeG(ased "anage"entand eBternal disclos'res in on

• Co"pleteN A'thoring, colla(orco""entary and delivery

• $ec'reN #oleG(ased, a'dita(le des*top and "o(ile devices

• Enterprise radeN $ec'rity, iAvaila(ility, $cala(ility

• )'lly %anagedN atched, Fac*e

7pgraded (y Oracle

EPM Cloudracle Enterprie Per*ormancervice

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&E%O

Oracle Condential #estricted

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

%aster Hoc*Enterprie Per*ormance 4eportin)

Oracle Corporation%arch 1-, 201

Oracle > %aster Hoc

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ere is 8hat 8e heard

• #oday, mot mana)ement reportin) procee are m

ad

 – #eG*eying o! data into report

 – 7na(le to analy?e data to validate narrative

• Challen)in) to !rin) u!?ect Matter E/pert into the

 – ns'fcient colla(oration !eat'res !or centrali?ed co""enting on con

 – ard to trac* progress and 8ho is c'rrently responsi(le !or individ'acontent

• 'ac verionin and auditin *unctionalit

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