Oracle EPM Cloud

• Oracle Enterprise Performance Management (EPM) cloud is a complete and connected solution, based on configurable business processes.

• Allows your company adapting to change in a competitive and changing environment.

• Oracle EPM Cloud implies a complete solution integrating all processes within your organization.

• The clear trend over the past years, is the evolution of platforms from Windows-based client/server systems to cloud, web-based applications.

Moving to EPM Cloud… Why?

• Decrease costs of hardware and IT, eliminating the need of that investment.

• Faster implementation and upgrades, which also reduce costs.

• On-premises finance applications can be a barrier to process innovation.

• Cloud services can push new application features to users immediately, leading to faster upgrades. This allows users to work with the latest version of the software.

• Improves agility in financial and operational EPM processes.

• Ease integration and ability to expand, increasing flexibility to meet changing needs.

• Enhanced user experience through a user-friendly environment.

Moving to the cloud takes careful planning. Amarante Consulting helps your organization to make the best decision based on your business needs.

Planning

 

 

Planning & Forecasting

• Goal-oriented and easy to create dashboards and reports.​

• Ability to check the state of your business plan in a specific time.​

• In-memory calculations and aggregations to refresh and update instantly all your data.​

• Create customized models and connect different processes to integrate your planning, forecasting and reporting within your entire organization.​

•A d-hoc and What-If scenario modelling. Predictive capabilities with different versions based on several assumptions.​

• Powerful calculation engine.​​​

Scenario Modelling

• Built-in scenario modelling capabilities.​

• Evaluate the impact of strategic decisions on different financial scenarios.​

• Built-in financial statements and scenario analysis that allows adding complex what-if modelling.

​Financial Consolidation and Close

 

 

Close and Consolidation

• Configured to meet individual requirements that your organization needs.

• Predefined dimensions for analysis in detail.

• Dynamic out-of-the-box calculations and quick deployments.

• Combination of pre-seeded and customizable content.

• Easily accommodation of complex calculations and requirements.

• Flexible solution avoiding the need of complicated scripting.

• Management of key performance metrics across your organization.

• Trusted and transparent calculations, in combination with auditing and task segregation result in a strong compliance solution.

• Powerful consolidation features:

   - Intercompany and equity eliminations

   - Journals with workflow

   - Currency translations.

   - Built-in foreign exchange and currency translation adjustment calculations.

   - Automated cash flow reporting and detailed tracking of data source.

   - Multi-GAAP reporting.

Extended Close

• Supplemental data gathering.

• Capacity to track information in detail through signoffs, validation and drill-back from source.

• Ability to improve the whole process by monitoring, tracking and analysing tasks.

• Easily reporting to stakeholders in a timely and accurate manner.

• Fast and accurate insights.

Tax Reporting

 

 

Tax Provision

• Automation of your tax processes through calculation directly from the source.​

• Complete tax package and workflow engine to collect data from all your organization regions.​

• Strong control over the data collection procedure.​

• Check the status of your tax provision process in real time.​

• Calculation addressing global accounting principles and standards (GAAP or IFRS).​

• Integrated with Tax Compliance Software, allowing to import and export data easily.

Country-by-Country Reporting Template

• Full transparency by populating data from any ERP finance system.

• Web-based template to collect data both automatically and manually.

• Workflow engine ensures process to be controlled and completed in time.

• Dashboards with KPIs.

• Integration with Narrative Reporting.

 

 

 

 

 

Tax Schedules and Dashboards​​

• Automated data collection, calculation and analysis.

• Pre-defined and custom dashboards for any tax metric.

• Constant Tax process improvement.

​​

Tax Calendar 

• Ability to maintain important dates in a single system.

• Workflows for collaboration with approvals.

• Integration with Microsoft Office for daily tasks.

• Secure cloud-based application.

• Access and rights limited by roles.​​​

Oracle EPM Cloud Data Integration

• Integration with ERP applications.• Integration with source systems such as spreadsheets or databases.

• Financial decisions based on multiple sources.

​​​• Integration with Microsoft Office.

Narrative Reporting

Oracle Narrative Reporting provides a complete solution for management, narrative and regulatory reporting.

Information Access

• Ability to integrate with existing Microsoft Office or PDF reports.

• Integration of data from multiple sources such as spreadsheets, databases, EPM applications and bot Oracle and Non-Oracle sources.

• Web-based report designer to create charts and grids from multiple sources.

• Trusted and consistent data.

Authoring

• Easy and intuitive to use.

• Flexibility to create grids, charts, reports and narratives.

• Ability to configure access permissions and version control in order to track the document lifecycle.

• Reusability of content in order to ease the maintenance.

• Powerful reports combining data with narrative content to produce actionable insights.

Review and Commentary

• Flexibility by performing review cycles.

• Comments for report packages or individual report sections.

• Robust framework for creating and editing comments.

Publishing and Delivery

• Easy to access reports and Ad Hoc analysis by mobile, web or Microsoft Office.

• Ability to create books of financial data by grouping reports.

• Narrative reports allow to reach financial decisions and insights.

• Ability to distribute reports at any point in a secure and auditable manner.

 

Regulatory Reporting

• Ability to manage XBRL taxonomies.

• Produce XBRL reports by tags in Microsoft Word and Excel.

• Validate XBRL tagging and check data by rules and calculations to generate accurate and compliant results.

• Ability to publish reports in multiple formats.

 


Oracle EPM Cloud Collaboration and Workflow

• Groups of users can work together in a report by distributing sections among them. 

• Create notifications for users with task deadlines.

• Ability to check the report status and create process and approval flows by sections.

Enterprise Data Management

 

 

Oracle Narrative Reporting provides a complete solution for management, narrative and regulatory reporting.

Collate Enterprise Data from Contributing Applications

• Connect with business applications through adapters in an easy way.

• Import and export from connected applications.

• Ability to importing dimensions, lists an hierarchies.

• No need to validate data on entry level.

• Improve data quality by validating viewpoints.

• Record any change request for audit.

• REST API to automation and integration.

• Ability to configure different business perspectives to align changes.

Curate Changes to Enterprise Data Elements

• All changes can be made by users through requests.

• Create or change data, relationships,… by using requests.

• Use validations during requests.

• Visualize each request item, model it and associate actions.

• Use requests to submit new items or change them.

• Automated change orchestration.

Conform Changes Across Different Business Perspectives

• Ability to validate a request or the entire viewpoint in real time.

• Comparison and rationalization of different perspectives to analyse differences.

• Visual and rich user interface.

Consume Changes Among Downstream Business Applications

• Integration with connected applications with the ability to export dimensions and mappings.

• Ability to export files and download viewpoints.

• Collaborate and share, maintain files offline.

• Automated integrations via REST API.

• Available history for audit purposes.

Account Reconciliation

 

 

Reconciliation Compliance

• Manage account reconciliation processes at any level required by the business.

• Track the preparer and approver assignments for each reconciliation.

• Design workflows to distribute the account reconciliation process among teams.

• Use pre-defined or custom reconciliation formats.

• Flexible environment.

• Rule-based thresholds for automated certification and risk assessments.

• Check the progress and status of the process by using signoffs and approvals.

Transaction Matching​

• Automated performance of high volume reconciliation.

• Save time, improve quality and reduce risk of reconciliation.

• Flexible rules for matching with custom thresholds.

• Suggested and custom matching.

• Manage variance and resolution of adjustments.

• Period-end balancing reports accomplishing compliance requirements.

Conform Changes Across Different Business Perspectives

• Ability to validate a request or the entire viewpoint in real time.

• Comparison and rationalization of different perspectives to analyse differences.

• Visual and rich user interface.

Consume Changes Among Downstream Business Applications

• Integration with connected applications with the ability to export dimensions and mappings.

• Ability to export files and download viewpoints.

• Collaborate and share, maintain files offline.

• Automated integrations via REST API.

• Available history for audit purposes.

Profitability and Cost Management

 

 

 

Allocation Engine

• Multiple source data combined with operational metrics and dimensions.

• Ability to execute complex requirements through enterprise quality.

• Detailed step validation reports, bringing transparency and control to your data.

• Integrity of data through a scalable solution.

• Secure application with role-based access and rights.

Model Builder

• Intuitive and simple to use and maintain, create or alter complex allocation rules using the best practice framework.

• Empower users by giving them ownership for rule building and data acquisition.

• Enterprise profitability analysis evolve as business evolves.

• Complete audit history by a secure repository and the auto-documenting feature.

• Changes can be made by business users.

• Drivers can be re-used across different business processes.

• Ability to use for the entire organization, divided by departments, products,…

Conform Changes Across Different Business Perspectives

• Ability to validate a request or the entire viewpoint in real time.

• Comparison and rationalization of different perspectives to analyse differences.

• Visual and rich user interface.

Consume Changes Among Downstream Business Applications

• Integration with connected applications with the ability to export dimensions and mappings.

• Ability to export files and download viewpoints.

• Collaborate and share, maintain files offline.

• Automated integrations via REST API.

• Available history for audit purposes.

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