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Oracle Enterprise
Performance Management
on Mobile
Al Marciante
Sr. Director Product Management
Rajesh Bhatia
VP 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. |
CFOs Want to Modernize Finance
Strategic Priorities for Global CFOs: 2013-2015
Improve Speed of
Decision-Making
• Respond faster to internal
and external clients
• Flex the business model in
response to change
Leverage High-Impact
Technologies
Restructure the
Finance Skill Set
• Big Data
• Data analysis
• Mobile
• Systems expertise
• Cloud-based systems
• Business partnering
Source: Oracle-Accenture Research: Empowering Modern Finance: The CFO as Technology Evangelist, February 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
3
Emerging Technologies Generate Tangible Value According
to Respondents
 Cost and ROI are major drivers for
cloud and mobile
Big Data
 Improved business agility is most
associated with mobile
Cloud
 The value of big data is similar across
traits
 Timeliness of decision making
Social
Mobile
0
5
Timeliness of decision making
10
ROI
15
Time to value
20
Reduce costs
25
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. |
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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
5
Program Agenda
1
EPM Mobile Application for Workflow
2
EPM Mobility Options
7
3
Oracle Financial Management Analytics
4
Financial Reporting
5
Smart View
6
Planning Tablet-Friendly Interface (On-Premise)
Mobility for EPM Cloud Services (Coming Soon!)
8
Planning and Budgeting
9
Financial Performance Reporting
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
EPM Mobile App
Overview
• 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Timeline
HFM
-
-
ARM
- Show Reconciliations, Allow Filters, Alerts
Process Units
• Review, Pass/Fail Status. History, Promotion
• Approve, Reject, Sign Off, Publish
Tax Provisioning – Filter/Review & More
•
•
•
•
•
•
•
•
•
•
Planning
- View Promotional Path
- Planning Units
•
•
•
•
11.1.2.3.500
GA
Review or Filter
Promote or Approve Planning Units
Reject/Reopen/Free/Unfreeze
Sign Off
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
11.1.2.4.000
(CY14/CY15)
Future
(CY15/16)
DRG
• View , Filter Worklist or Activity, Add or View Requests
CM
• Tasks, Actions and Filters, Alerts
Enhancements
• Search HFM Entity, Configurable Session Timeout
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle EPM Mobile
Architecture
Supported Devices:
iPhone & Android based phones
REST / JSON
Application Server / Provider Tier
Planning
Data
Sources
Planning
Financial
Management
HFM
HTTP(s)
Tax Provision
HTP
Financial Close
Management
(FY2015)
FCM
Data Relationship Planning & Budgeting
Governance
Cloud Service
(FY2015)
(FY2015)
DRG
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
PBCS
Oracle EPM Mobile
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle Financial Management Analytics
Overview
• 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
OFMA 11.1.2.4 New Features
•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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
12
OFMA Launch Dashboard on iPad
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
13
Income Statement on iPad
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14
Income Statement Regional Analysis on iPad
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
15
Income Statement – Analysis by custom dimension on iPad
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16
Income Statement – Periodic Analysis on iPad
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
17
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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Mobile Support
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle Hyperion Financial Reporting
Current Release and Roadmap
11.1.2.3
April 2013
 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
11.1.2.4
(CY14/CY15)
• EPM Innovation
• Native support for PSPB Planning
Decision Packages
• Enterprise Readiness
• Support for Planning and HFM thin
ADM drivers
• Ability to Edit Annotations
Future Direction
• 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle Smart View for Office
Overview
Ad hoc/free form analysis
Excel data entry forms
Leverage BI content
Report design using Office
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle Smart View for Office
Current Releases and Roadmap
11.1.2.3.000
April 2013
11.1.2.5.x
CY 2014
• EPM/BI Innovation
• Planning Cloud Support
• OBI EE Support
• EPM /BI Innovation
• Support for OBI EE 11.1.1.7.1
• Support for EPM 11.1.2.3.500
• Enterprise Readiness
• Centralized Help System (or locally
hosted)
• Shared Connection XML File
• 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
• Market Leading Usability
• HFM Show/Hide Form Columns
• Planning Admin Extension
Future Direction
• EPM/BI Innovation
• Existing Provider Improvements (AdHoc 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Planning On Mobile
*New in 11.1.2.3.500
• 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Mobility for the Cloud
“Coming Soon”
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Planning and Budgeting Cloud Service (PBCS)
Q4 CY2014 Patch Update
• Simplified Mobile Ready Interface
– End User Planning Functionality
– Key Administrative Capabilities
• Automation of Routines
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted
29
Oracle PBCS
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Oracle EPM Cloud
Oracle Financial Performance Reporting Cloud 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
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Financial Performance Reporting on Tablet
• Monitor
• Manage
• Preview
• Review
• Workflow (approve, reject)
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32
Oracle FPRCS
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |