2. About
At Software Consultancy our focus is on the customer
needs, pain and wish lists.
Our goal is to help businesses automate and refine the
ERP & CRM processes and related business cycles.
We accomplish this by implementing state of the art
Oracle Cloud ERP & CRM solutions according to the best
practices around every aspect of your needs.
Mission
Providing a unique range of high quality
Oracle CRM & ERP Cloud business
solutions & Implementation
services designed to
enhance businesses productivity
Vision
To become the leading
Oracle CRM & ERP
cloud provider across various
business sectors in the region.
7. CRM CLOUD
Marketing
Marketing Automation
Transform B2B Sales and Marketing with Award-Winning Marketing Technology and Expertise
Target and segment your B2B database, launch engaging campaigns, read Digital Body Language, convert sales, and analyze results. Make the dream of account-based marketing
a reality.
Cross-Channel Orchestration
Orchestrate B2C Engagement with Personalization and Scale Across Every Digital Channel
Move far beyond simple B2C email campaigns. Optimize digital marketing with personalization at scale across mobile, social, and email with integrated intelligence and brand
consistency.
Data Management Platform
Organize and Activate Data to Personalize Marketing Campaigns and Customer Experience
Turn data into action with the leading marketing data management platform. Connect channels, audiences, and media partners across mobile, social, display ad, and web
experiences.
Content Marketing
Deliver the Right Content at the Right Time to the Right Person on the Right Channel
Plan, produce, and deliver personally engaging content across multiple personas and social channels. Increase engagement, advocacy, and sales for a better bottom line.
8. Social Marketing
Simplify Social Marketing with an Integrated Modern Marketing Solution
Introduce social to the rest of your integrated marketing using powerful social technologies. Listen to social conversations, engage
with customers, publish relevant content, and analyze data.
Testing & Optimization
Organize and Activate Data to Personalize Marketing Programs and Customer Experience
Run simple A/B testing and super-complex multivariate testing. Track and analyze customer behavior across all channels. Sharpen
your personalization. Gain customer insights like never before.
Oracle Cloud Marketplace
Spend More Time Innovating and Less Time Integrating with Hundreds of Pre-Integrated Apps
Oracle Marketing App Cloud integrates functionality and powers the innovation of Modern Marketers by connecting hundreds of
leading apps to our open marketing cloud platform.
CRM CLOUD
Marketing
9. Sales Force Automation
Engage Customers and Compete
Maximize sales with a tightly integrated, complete set of lead-to-contract sales tools
Close and Win Deals
Enable sales teams with mobile apps, a complete customer 360, and sales team collaboration
Expand and Predict Sales
Cross-sell and up-sell using white space analysis and product recommendations
Unified Sales and Service
Track and Manage
Enable sales and service teams to capture, manage, and share service issues using Oracle Engagement Cloud
Provide Answers
Empower sales and service reps with access to knowledge content within the context of the service request
CRM CLOUD
Sales
10. Service Request Analytics
Gain real-time insight into service performance using prebuilt reports and custom reporting options
Sales Performance Management
Plan and Optimize
Align territories, quotas, and incentive plans to the business strategy
Motivate and Reward
Use games, performance tactics, and rewards to promote targeted behaviors
Coach and Train
Identify successful selling techniques and offer in-context coaching
Partner Relationship Management
Recruit and On-Board
Accelerate channel sales using a fully-branded partner portal, self-service registration, and automated assignment
CRM CLOUD
Sales
11. Engage and Plan
Use channel program management, business planning, market development funds, and social collaboration to engage with partners
Deliver and Track
Achieve sales results with partners and track results throughout the sales cycle
Customer Data Management
Consolidate and Cleanse
Build a clean and correct master profile from multiple sources that everyone can trust
CRM CLOUD
Sales
12. Complete and Enrich
Build a better record by enriching your customer profile with data from a variety of sources
Coordinate and Share
Share complete and accurate data with other systems for faster decision making
Unified CX Platform
Data Driven
Engage effectively with clean, complete customer data and data visualization capabilities
Tailored
Configure and extend Oracle’s CX Suite for your organization
Connected
Connect with any 1st or 3rd party application
Secure
Protect your brand with Oracle’s end-to-end security and reliability
CRM CLOUD
Sales
13. CRM CLOUD
Service Cloud
Cross Channel Contact Center
Case Management
Manage the timely resolution of customer inquiries across email, phone, live-chat, and social channels on a single platform
Guided Resolution
Effectively guide agents to resolution through knowledge, scripts, and workflows to ensure productivity and consistency
Contextual Agent Experience
Declutter the agent desktop to provide agents with relevant context of the customer, previous interactions, and helpful data
Unified Agent Desktop
Easily integrate systems into one unified desktop for agents
Customer Engagement
Personalize proactive communications with valuable customer data from deep service profiles
Highly Configurable
Configure and manage service operations with agility, low TCO, and low dependency on technical resources
14. CRM CLOUD
Service Cloud
Knowledge Management
Proactive Answers
Deliver the most relevant answers to customers with Smart Assistant Wizard, and leverage contextual knowledge to deliver agent knowledge based on incident information
Enterprise Content Search
Search across multiple knowledge repositories simultaneously, regardless of location
Integrated Analytics
Gain deeper insight into customer interactions and knowledge gaps with easy-to-use, drag-and-drop report builder and analytics dashboards
Policy Automation
Personalized Experiences
Tailor customer experiences with contextualized and personalized service using dynamic interviews created by business experts
Transparency and Analytics
Deliver accurate, reliable service with analytics and reporting that provide insights of customer needs and next steps
Agile Management
Easily manage and deploy mobile, integrations, and APIs
15. CRM CLOUD
Service Cloud
Field Service Management
Capacity Management
Leverage planning tools to enable optimized and efficient use of all resources, and transform your business model from capacity-driven to demand-responsive
Routing and Scheduling
Get the right mobile employee with the right skills and equipment to every job on time with predictive engine
Manage, Dispatch, and Locate
Monitor and manage the mobile workforce to improve efficiency while tracking and validating location in real time from the office or in the field—visualize and locate assets
even if they are located underground
Mobility
Empower mobile employees with critical job information and tools on any mobile device, with full offline capabilities
Team Collaboration
Use context-aware, peer-to-peer collaboration for instant communication, more work independence, and knowledge sharing, instantly broadcasting important information to the
entire field
Customer Communication
Proactively alert customers and teams about appointment status via their preferred communication channels
16. CRM CLOUD
CPQ Cloud
Configuration
Product Configuration
Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.
Guided Selling
Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.
Rules-Driven Search
Present users with only those products that are appropriate to their region, business unit, or quoting scenario.
Pricing
Pricing
Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.
Discounting
Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.
Approvals Workflow
Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.
17. CRM CLOUD
CPQ Cloud
Quoting
Proposal Management
Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.
eSignature
Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.
Order Execution
Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.
CPQ for Midsize
Tailored CX Suite
An integral part of the CX Suite for Midsize, CPQ helps mid-size businesses optimize the lead-to-cash process and build better experiences for customers throughout
the customer lifecycle.
Improve Sales Efficiency
Increase order sizes by improving cross-sell and upsell compliance. Eliminate product selection and pricing errors. Propel new sales reps to productivity faster.
Discover Insight
Accurate sales pipelines enable sales management to anticipate market changes, provide reporting guidance, and lead effectively.
18. CRM CLOUD
Commerce Cloud
Fast
Launch a site quickly with pre-integrated features
Deliver to every device without additional work
Do more in real time with intuitive tools
Expand quickly with support for more than 30 languages
Flexible
Differentiate your brand with unlimited customization
Innovate with a modern, API-first platform
Easily integrate with Oracle and third-party systems
Complete
Deliver amazing experiences with a complete suite of applications and services
Connect to Oracle CX, Retail, and back-office applications as needs evolve
Combine and extend on-premises, cloud, and third party technologies with Oracle Cloud Services
Reliable
Scale your business with the proven cloud leader
Reduce IT headaches with guaranteed 99.9% uptime and PCI compliance
Future-proof your business with automatic upgrades and unrivaled commerce R&D
19. CRM CLOUD
CDM Cloud
(Customer Data Management )
Consolidate
Bring Information Together
Import data from multiple sources to create a single 360º customer view
Track Data Origin
Use prebuilt cross referencing to maintain unique record identifiers for each customer record
Build a Single Master Record
Use prebuilt and configurable survivorship rules to automatically merge duplicate records
Manage Data in One Place
Use Oracle's data management dashboards to manage activities data
Cleanse
Standardize and Correct Data
Employ Oracle’s proven, purpose-built data quality engine for
data correction and verification
Find and Merge Duplicates
Review, link, and merge records or use automated merge rules
Monitor Change History
Identify issues and optimize data governance rules
20. CRM CLOUD
CDM Cloud
(Customer Data Management )
Complete
Build a Better Record
Enrich your customer profile with data from a variety of sources
Add Social Data and Insights
Enrich accounts and contacts with social media attributes and icons
Add Additional Attributes
Include custom or pre-mapped standard fields
Enrich When You’re Ready
Import batch or enable real-time enrichment for accounts and contacts
Share
Share Complete and Accurate Data
Make trusted data available to other systems for faster decision making
Connect with Any Source System
Use common rules-based web services and integration components to connect
any time
Secure Sensitive Data
Choose from a variety of access control, encryption, or tokenization security
methods
21. CRM CLOUD
SPM Cloud
(Sales Performance Management )
Plan and Optimize
Balance Territory Coverage
Model territory definitions, analyze potential, and uncover gaps and overlaps
Assign Meaningful Targets
Optimize sales rep performance with top-down and bottom-up quota planning
Design Incentive Plans
Align incentive plans with performance measures and sales strategy
Motivate and Reward
Use Performance Tactics
Employ accelerators, thresholds, and gates to compensate targeted behaviors
Use Games to Drive Sales
Transform mundane tasks into engaging programs using badges, leader boards, and other
game mechanics
Recognize Top Performers
Highlight and reward top sales reps with monetary or non-monetary awards
22. CRM CLOUD
SPM Cloud
(Sales Performance Management )
Coach and Train
Promote Best Practices
Identify successful selling techniques and coach average and below average performers
Tailor Sales Coaching Plans
Develop individualized coaching plans and track progress against objectives
Nurture Sales Knowledge
Prescribe online learning and leverage powerful collaboration tools for sales training
23. CRM CLOUD
CRM Analytic
Executives
Global Executive Dashboards
Understand your sales, marketing, service, and competitive landscape to drive targeted strategies
Forecast Analytics
Enables robust product performance and revenue forecasting
Advanced and Predictive Analytics
Delivers historical, forward-looking, and comparative views
Cross-Source Analytics
Deliver unified view of sales and service from across multiple business systems
Analysts
In-Context Analytics
Gain instant insight into key challenges and how to solve them
Pipeline Risk Analysis
Identify potential risk in pipeline before problem occurs
Service Request Analytics
Provides insight into service request incident and activity trends
Marketing Analysis
Measure how programs, campaigns, and content drive revenue,
loyalty, and advocacy
Revenue Analysis
Determine which products and customer segments generate the
most revenue
24. CRM CLOUD
CRM Analytic
Managers
Pipeline Management
Provides complete visibility into pipeline performance
Marketing Measurement
Track and measure campaign performance in real time
Account Analytics
Offers deeper insights into key customer profiles
White Space Analytics
Improve account penetration with precision white space analysis
Team Performance Management
Identify top performers, monitor trends, and ensure team success
Casual Users
Self Service
Get instant access to the data you need when and where you want it
Insight-Driven Sales
Get visibility into the sales and service metrics that help you meet or exceed quota
Insight-Driven Marketing
Get visibility into the marketing metrics that drive your business
26. ERP CLOUD
PFM Cloud
(Project Financial Management)
Project Cost Control
Project Control
Simplify project planning, budgeting, and forecasting
Project Costing
Standardize, streamline, and control all project costs
Cost Capture
Capture from procurement, financials, time and labor, or external systems
Capital Projects
Manage capital asset costs
Project Billing and Contracts
Customer Invoicing
Bill project customers rapidly and efficiently
Contract Billing
Comply with project contract terms and conditions
27. ERP CLOUD
PFM Cloud
(Project Financial Management)
Flexibility
Leverage powerful project-contract relationships
Project Revenue
Streamline project contract revenue recognition
Grants Management
Award Management
Proactively manage awards from funding to closeout
Spending Control
Control cost charges and prevent budget overspend
Indirect Costs
Automatically apply and report on indirect costs
Grants Billing
Invoice sponsors or draw down letters of credit
Analytics
Performance
Stay up-to-date with actionable insight into project performance trends
Real-Time Reporting
Access live project data with intuitive business-user tools
Interactive Dashboards
Promote collaboration with role-based dashboards
Embedded Insight
Guide user decisions with contextual business intelligence
28. ERP CLOUD
PM Cloud
(Project Management)
Project Management
Collaborative Planning
Enable teams to work together to plan and deliver projects
Simplified Scheduling
Leverage intuitive and integrated scheduling tools
Projects for PLM
Integration with Oracle Innovation Management and Product Development
Project Manager Mobile
Visualize and communicate project plans and status on-the-go
Task Management
Unified Work
Collaborate on project and non-project tasks all in one place
Embedded Social
Interact through task conversations and annotate documents
Immediate Status
Progress work with a single click
Team Member Mobile
Simple and intuitive tools - anytime, anywhere
29. ERP CLOUD
PM Cloud
(Project Management)
Resource Management
Search and Match
Find best-fit project resources with powerful search tools
Utilization
Track actionable performance metrics at every level
Project Talent
Gain global insight into resource skills and availability
Resource Pools
Easily organize and monitor hierarchical resource pools
Analytics
Performance
Stay up-to-date with actionable project execution insight
Real-Time Reporting
Access live project data with intuitive business-user tools
Interactive Dashboards
Promote collaboration with role-based dashboards
Embedded Insight
Guide user decisions with contextual transaction intelligence
30. ERP CLOUD
Procurement Cloud
Sourcing
Collaborate
Improve requirements gathering, document sharing, and negotiation effectiveness with sourcing teams and Oracle Social Network
Streamline
Simplify your negotiation activities with intuitive tools and a modern user experience
Analyze
Gain insight into spend opportunities and maximize negotiated savings
Contracting
Standardize
Enforce business policies using pre-approved clause libraries, contract templates, and guided contract creation
Improve Visibility
Leverage a secure and searchable contract repository, automate renewals, and capture amendments and addendums with a complete contract audit history
Ensure Compliance
Identify deviations from standards, highlight contract risks, enforce document approvals, and capture electronic signatures
31. ERP CLOUD
Procurement Cloud
Procure to Pay
Streamline Processes
Automate requisition through invoice matching and payment, and shift your organizational focus towards more strategic activities
Simplify Shopping
Help your employees to quickly find the goods and services they need with a familiar consumer buying experience
Enforce Negotiated Pricing
Ensure your negotiated pricing and terms are automatically leveraged to realize maximum savings
Supplier Management
Manage Qualifications
Qualify and assess suppliers to support supplier programs, compliance, and negotiation award decisions
Improve Information Accuracy
Capture timely updates to supplier information and proactively respond when changes might affect supplier qualifications, capabilities, or risk
Enable Supplier Collaboration
Give suppliers the insight they need, allow them to share documents and commentary, and let them transact electronically with minimal training
32. ERP CLOUD
ERP Analytic
Executives
Finance
Manage and assess the financial health of your organization in real-time
Procurement
Drive top-line revenue by gaining visibility into enterprise-wide spend and savings potential
Projects
Avoid budget and schedule overruns through integrated project and financial performance management
Managers
Business and Finance
Deliver insight with self-service reporting and built-in analytics solutions to resolve exceptions with self-monitoring processes
Procurement
Analyze transaction-level data to understand the factors driving supplier performance and procurement costs
Projects
Get a complete picture of the cost, revenue, and profitability of projects by organization
33. ERP CLOUD
ERP Analytic
Operational Users
Finance Clerk
Accelerate decision making with actionable insights in the context of financial transactions
Procurement
Gain insight into purchasing transactions and manage operations effectively
Projects
Quickly generate out-of-the-box and ad hoc reports to analyze important project-based data
34. ERP CLOUD
RM Cloud
(Revenue Management)
Contracts and Performance Obligations
Rules-Based Automation
Use rules-based identification and creation of customer contracts and performance obligations
Flexible Configurations
Leverage flexible, user-configurable rules from contract identification to revenue accounting generation
Revenue Allocations
Simplified
Simplify and automate revenue accounting across product bundles
Compliant
Allocate revenue according to published guidance
Satisfaction Schedules
Performance Obligations: Point-in-Time or Over-Time
Book revenue when performance obligation is satisfied, and easily manage complex satisfaction schedules
35. ERP CLOUD
RM Cloud
(Revenue Management)
Independent of Billing
Process revenue independently of billings
Recognition
Liabilities and Assets
Accrue liabilities and assets with respect to performance obligations valued at expected consideration
Income Statement
Recognize revenue on successful transfer to customer at performance obligation revenue values
36. ERP CLOUD
AHR Cloud
(Accounting Hub Reporting)
Modern Reporting
Automatic Reporting
Income statement and trial balance reporting immediately
Self-Service Reporting
Access financial reports anytime
Spreadsheet Analytics
Slice and dice account balances with the SmartView Excel plug-in
Mobile and Social
Mobile Reporting
Access real-time financial reports from your tablet or desktop
Visualization Capabilities
Interact with account balances and view them from different perspectives
Social Collaboration
Open communication during the financial reporting review process
37. ERP CLOUD
RM Cloud
(Risk Management)
Document Risks and Manage Controls
Stay Up to Date
Establish and update your risk and controls matrix, control test plans, and instructions
Rationalize Controls
Map hierarchies for mandates (SOX, etc), frameworks (COSO, COBIT etc), processes, risks, objectives, legal entities, etc.
Improve Decision Making
Identify and document business risks in a unified repository
Assess Control Effectiveness
Optimize for Efficiency
Plan assessments based on geography, business unit, and compliance requirements
Ensure Timely Assessments
Automate periodic or ad-hoc control testing (assessments), risk assessments, or surveys
Simplify Reporting
Capture and store all test results, evidence, and comments in a single repository
38. ERP CLOUD
RM Cloud
(Risk Management)
Address Deficiencies and Certify Controls
Detect Critical Issues
Allow user to create issues as part of the assessment flow
Notify Stakeholders Promptly
Automatic email notification sent to issue owners and approvers
Certify with Confidence
Create and update remediation plans and tasks, and certify controls (SOX 302, 404 etc.)
39. ERP CLOUD
Financial Cloud
Ledger and Analytics
Multi-Dimensional Reporting Platform
Analyze account balances by any dimension real-time
Self-Service Reporting
Monitor and address your top concerns with mobile capabilities
Collaborative Close
Better visibility with a collaborative close process
Visualization Capabilities
Interact with account balances and view them from different perspectives
Payables and Assets
Invoices and Payments
Control supplier balances, invoices, and payments
Integrated Imaging
Automated imaging with OCR reduces errors
Assets
Track and account fixed assets
Cash Management
Manage bank accounts, cash positions, and cash forecasts
40. ERP CLOUD
Financial Cloud
Receivables
Customers
Manage customer data centrally
Customer Invoices and Payments
Create customer invoices, and receive and apply customer payments
Balance and Revenue Management
Manage customer balances and recognize revenue
Configuration, Pricing, and Quoting to Cash
Manage the entire quote to order to cash process
41. ERP CLOUD
Financial Cloud
Collections
Customer Ranking
Configurable scoring allows customers to be ranked uniquely
Strategies
Increase efficiency by pushing work to collectors
Payment Management
Improve cash flow with promise and payment capabilities
Later-Stage Collections
Identify and track bankrupt customer
Expenses
Self-Service
Create and submit expense reports easily
Policy Controls
Enforce expense management controls with approvals and audits
Mobile Expenses
Enter expenses on the go
Project and Travel Integration
Improve business processes with integration to Project Financials and Get
There
43. EPM CLOUD
EP Cloud
(Enterprise planning)
Workforce Planning
Compensation Planning
Plan by employee, by job code, or both using driver-based planning for compensation-related expenses. The Workforce Planning framework allows
planning at a level of detail that makes sense for your business and even accommodates large multinational workforces.
Strategic Workforce Planning
Plan the right skills, at the right place, at the right time, and at the right price, aligning your HR strategy with corporate and line-of-business priorities.
Business Wizards
Keep things easy with planning wizards that allow business users to easily maintain even complex employee expense calculations, such as the benefits and
tax expense
Capital Asset Planning
New Capital Investment
Plan with a framework for new standalone and project-based assets that supports depreciation and amortization calculations using different methods, cash
flow planning/funding for investment and leased assets, "buy versus lease" comparisons, as well as asset-related expense planning for full P&L impact.
44. EPM CLOUD
EP Cloud
(Enterprise planning)
Manage Existing Assets
Take advantage of planning for asset-related expenses such as repairs and insurance, including automated processes for retirements, transfers, and
improvements.
Intangibles
Use planning for new and existing intangibles, including amortization and cash flow planning, and impairments.
Capital Expense Review
Get overall capital expense spend analysis including asset summary reports, actual versus plan variances, as well as the impact on the balance sheet,
income statement, and cash flow by asset class and business unit.
Project Financial Planning
Streamlined Project Planning
Use a planning framework for internal projects within the enterprise—such as IT projects, marketing campaign planning, R&D, and training plans—with
driver-based planning for cost pools relating to both short and long-term projects.
Detailed Project Planning
Leverage a planning framework for more complex, project-oriented industries such as construction, engineering, and professional services, with driver-
based planning for individual employee and asset-related expenses as well as project revenues.
45. EPM CLOUD
EP Cloud
(Enterprise planning)
Project Performance
Get out-of-the-box analysis and reports to review project performance, project revenue, expenses, and cash flows. Real time metrics including NPV,
Payback, IRR, and ROI to cover project performance, while EVM measures to track project variances and performance.
Financial Statement Planning
Revenue
Access a configurable framework for revenue/sales and gross margin planning, adding dimensions for the unique drivers of your business.
Expense
Leverage a configurable framework for drivers-based and trends-based planning, using prebuilt, best practice expense drivers. Optional prebuilt integration
with workforce and capital processes is available.
Balance Sheet
Integrate balance sheets fully with income statements and cash flow, and configure for industry-specific requirements.
Cash Flow
Focus on cash from operations with fully integrated cash flow. Both direct and indirect cash flow methods are supported.
46. EPM CLOUD
EP Cloud
(Enterprise planning)
Planning and Budgeting
Planning
Get a flexible core planning application that supports goal-oriented plans, multi-dimensional applications, and driver-based rolling forecasts.
Collaboration and Workflow
Leverage flexible workflow and process management, threaded annotation and commentary, and shared document management for collaboration.
Integration
Connect to core source systems such as ERP, as well as other applications and sources including spreadsheets and native databases.
User Experience
Access intuitive, role-based user interface with Web and Excel interface and reports.
47. EPM CLOUD
PB Cloud
(Planning & Budgeting)
Planning and Forecasting
Decision-Oriented Plans with Instant Feedback Loop
Meet the objectives of your business by creating goal-oriented driver based plans, reports and dashboards. Get an immediate sense of the state of your
business plans using slick easy to create dashboards and reports that are instantaneously refreshed using in-memory calculations and fast aggregations.
What-If Modeling and Sandbox
Plan and forecast for complex business what-if scenarios by using ad-hoc scenario modeling, sandbox, and predictive features. Create multiple what-if
versions and slice and dice data based on various what-if assumptions and create instant reports and PowerPoint slides.
Process and Workflow
Flexible Workflow and Process Management
Collaborate across the enterprise or with specific groups of users using data-driven, dynamic approvals powered by a state of the art workflow process.
Annotations
Engage in threaded commentary and append documents to add color and substance to your numbers. Expand your numbers with on-the-fly line item detail
to further elaborate your plan numbers.
Concurrency in Usage
Define planning models for your specific line of business or create unified models for the company as a whole. Collaborate across regions and groups of
users using concurrent data updates and instant reporting.
48. EPM CLOUD
PB Cloud
(Planning & Budgeting)
User Interface
Role-Based, Intuitive User Interface
Plan using a modern, mobile, friendly, intuitive web interface, or use the familiar Excel interface.
Role-Based Navigation Flows
Create navigation flows that are tailored for groups of users based on their usage needs. Sales planners, expense planners, financial analysts, executives etc.
each can have their own navigation flows.
Microsoft Office Interface
Plan and model within the familiar Microsoft Office interface and leverage the built-in integration to Excel, Word, PowerPoint and Outlook. Create input
templates within Excel using excel formulas and formats.
Integration
External Integration
Connect to the external Cloud, Oracle Cloud, or with on-premise solutions using built-in automation tools or open interface web service capabilities. Import
data from various sources including spreadsheets.
Oracle ERP Systems and Hybrid On-Premise Deployment
Take advantage of out of box integrations with Oracle ERP Cloud or leverage existing on premise Hyperion investments to deploy Planning Cloud as a hybrid
solution.
49. EPM CLOUD
EPR Cloud
(Enterprise Performance
Reporting)
Information Access
Seamlessly Leverage Existing Documents, Data Sources and Reporting Content
Use existing Excel-based reporting with your reporting content and data sources to access nearly any data with a consistent and controlled process with
cloud-based refreshes
Easy Integration with Oracle and Non-Oracle Sources
Leverage existing IT investments to quickly integrate data from multiple on-premise and cloud sources including spreadsheets, EPM applications, OBIEE
content and native databases
Multi-Dimensional Reporting Platform
Leverage Oracle Essbase capabilities in the cloud for providing hierarchical and dimensional analysis on financial data
Data Integrity Throughout the Report
One version of the truth for data tables, charts, and text within a paragraph
Enterprise Awareness
Achieve integrated financial decisions and drive insights into financial impacts
50. EPM CLOUD
EPR Cloud
(Enterprise Performance Reporting)
Authoring
Intuitive and Flexible Authoring Environment
Create grids, charts and reports using Microsoft Office tools
Document Lifecycle Management and Control
Document check in/out with access permissions and multiple version control
Highly Maintainable
Rollover and reuse content from period to period
Integrate Structured and Narrative Content
Combine financial statements and data with textual narrative to produce
a single stylized report package
Collaboration and Workflow
Multiple Users Working Together
Manage the distributed development of report sections across multiple users
Review and Commentary
Perform review cycles and commentary for individual report sections as well
as the entire report package
51. EPM CLOUD
EPR Cloud
(Enterprise Performance
Reporting)
Notifications on Tasks Due
Users are notified of upcoming deadlines and deliverables
Process Flow, Approvals and Status Reporting
Approve report sections and monitor overall report completion status on mobile or web
Review and Commentary
Flexible Review Cycles
Perform review cycles and commentary for individual report sections as well as the entire report package
Robust Commentary Framework
Anchor commentary against content in the report and carry it forward throughout the review lifecycle
Publishing and Delivery
Internal Reports and Ad Hoc Analysis
Access reports via mobile, web or Microsoft Office
Books of Managerial and Financial Reports
Group reports to produce executive briefing books and other books of financial record
52. EPM CLOUD
AR Cloud
(Accounting Reconciliation)
Integration
Application Integrations
Connect to source EPM and ERP applications, such as Financials
Easy Integration with Oracle and Other Source Systems
Leverage existing IT investments and quickly integrate data from multiple sources including spreadsheets and native databases
Enterprise Awareness
Achieve integrated financial decisions driven by multiple sources of financial impacts
Reconciliations
Comprehensive Reconciliation Formats
Leverage prebuilt reconciliation formats or create your own, providing a flexible environment for creating and deploying reconciliation formats across the
enterprise
Automatic Reconciliations
Use flexible auto-reconciliation routines to add efficiencies to the reconciliation process
53. EPM CLOUD
AR Cloud
(Accounting Reconciliation)
Compliance-Driven Framework
Utilize rule-based thresholds for automated certification and risk assessments
Collaboration and Workflow
Task-Driven Processing
Gain workflow support for the account reconciliation process including monitoring, reporting,
and analysis
Signoffs and Approvals
Get instant visibility into the progress and status of the reconciliation lifecycle
Compliance
Leverage audit controls for all activities
User Experience
Intuitive, Role-Based User Interface
Reduce training costs and increase user productivity with web user interface
and reports
Role-Based Tasks and Work Areas
Manage, perform, and approve tasks in configurable management work areas
Interactive Dashboards
View Operational and Compliance dashboards for real time analysis of
reconciliation processes
54. EPM CLOUD
FCC Cloud
(Financial Consolidation & Close)
Close and Consolidation
Complete Close
Guide and monitor the close from start to finish
Quick Start
Take advantage of best practice, out-of-the-box functionality for quick deployments, including dynamic calculations, with limited need for customization—
cash flow, balance sheet, income statement, rollovers, call-to-actions, and more being automatically calculated
Key Performance Indicators
Automatically track key metrics across the organization
Compliant
Leverage a strong compliance framework including auditing, segregation of duties, and transparent calculations
Global
Leverage multi-GAAP driven applications with full currency support, intercompany eliminations, equity eliminations, adjustments, and detailed data
tracking
55. EPM CLOUD
FCC Cloud
(Financial Consolidation & Close)
Process and Workflow
Flexible Workflow and Process Management
Provide enterprise level collaboration with dynamic, data-driven approval orchestration
Approvals
Ensure audit compliance for tasks like Journal Adjustment with enforced segregation of duties
Automated
Utilize powerful scheduling capabilities for true, lights-out processing
Secure
Deploy a fully secure cloud-based application with role and data access rights
Integration
Application Integration
Connect to virtually any source ERP applications such as Financials, as well as EPM applications such
as Planning and Budgeting, and Enterprise Performance Reporting
Easy Integration with Oracle and Other Source Systems
Leverage existing IT investments and quickly integrate data from multiple
sources including spreadsheets and native databases
Enterprise Awareness
Achieve integrated financial decisions driven by multiple sources of
financial impacts
Office Integration
Provide tight Microsoft Office integration for offline analysis and reporting
56. EPM CLOUD
FCC Cloud
(Financial Consolidation & Close)
Narrative Reporting Enabled
Integrate easily with Enterprise Performance Reporting Cloud for narrative reporting process such as monthly, quarterly, and annual performance reports
User Experience
State-of-the-Art Dashboards
Provide real-time insight and access to data with interactive process and financial dashboards
Role-Based Tasks and Work Areas
Manage, perform, and approve tasks in configurable management work areas
Intuitive, Role-Based User Interface
Reduce training costs and increase user productivity with a Web user interface and reports
Flexible
Present a tablet-friendly user experience for easy, on-the-go data access
Dynamic
Intelligently remember key user selections allowing for quick system navigation
57. EPM CLOUD
PCM Cloud
(Profitability & Cost Management)
Allocation Engine
Open
Source data and drivers from anywhere—not limiting calculations to data in ERP, and combining financial data with operational metrics and dimensions
Enterprise Quality
Address complex requirements, such as multi-tiered and a recursive allocations
Controlled and Transparent
Eliminate the "black box" syndrome found in ERP and custom built solutions with step-by-step validation reports for post allocation data integrity
Scalable
Suitable for granular, ledger-level allocations, with extensions to operational dimensions
Secure
Deploy a fully-secure, cloud-based application with role and data access rights
58. EPM CLOUD
PCM Cloud
(Profitability & Cost Management)
Model Builder
Easy to Use
Take the mystery out of building and maintaining profitability models and put the business users back in control with point-and-click model administration
Governance
Leverage business drivers, allocation methods, and metadata that are standardized for consistent usage across all models
Accessible to Business Users
Empower business and operational users around the enterprise to take ownership of allocations instead of relying on IT for all changes in assumptions
Multiple Uses
Take advantage of multiple enterprise-wide, as well as departmental uses, including IT service costing, shared service allocations, profitability by
product/customer/channel, cost transparency, and operational transfer pricing
Analysis
Dashboards and Reports
Allow users to visualize data in real time without the need to export data to business intelligence (BI) using configurable dashboards
59. EPM CLOUD
PCM Cloud
(Profitability & Cost Management)
Prebuilt Analytics and KPIs
Access prebuilt analytics for difficult queries such as "profit curves" that reveal hidden drags on profitability
Ad Hoc Analysis
Provide unparalleled slicing and dicing of multidimensional data with Smart View
Variance Analysis and What-If Analysis
Quickly change assumptions, run multiple scenarios, and perform what-if analysis, such as "What if we change the driver from headcount to revenue?"
Mobile Enabled
Get a tablet-friendly user experience for easy, on-the-go access
Integration
Application Integration
Connect to virtually any source ERP applications, such as Oracle ERP Cloud and other Oracle EPM applications
Easy Integration with Oracle and Other Source Systems
Leverage existing IT investments and quickly integrate data from multiple sources including spreadsheets and native databases
Enterprise Awareness
Achieve integrated financial decisions driven by multiple sources of financial impacts
61. SCM CLOUD
SC Planning Cloud
(Supply Chain)
Plan Global Supply Chain
Forecast
Statistically forecast based on historical patterns and improve forecast based
on sales and marketing inputs. Estimate demand for new items. Monitor and manage
forecast accuracy.
Plan Inventory
Buffer against variability in demand with safety stock. Ensure projected inventory
levels do not dip below safety stock levels.
Plan Supply
Plan entire multi-tier supply chain including in-house and outsourced manufacturing.
Evaluate material shortages and resource overloads and recommend adding or
changing buy, make, and transfer orders.
Plan Global Supply Chain
Forecast Statistically forecast based on historical patterns and improve forecast based on
sales and marketing inputs. Estimate demand for new items. Monitor and manage
forecast accuracy.
Plan Inventory
Buffer against variability in demand with safety stock. Ensure projected inventory levels
do not dip below safety stock levels.
Plan Supply
Plan entire multi-tier supply chain including in-house and outsourced manufacturing.
Evaluate material shortages and resource overloads and recommend adding or changing
buy, make, and transfer orders.
Respond to Supply Chain Changes
Identify
Identify opportunities to further improve performance and evaluate what-if situations.
Analyze at-risk orders due to demand and supply changes in-between the planning cycles.
62. SCM CLOUD
SC Planning Cloud
(Supply Chain)
Prioritize
Prioritize at-risk demands to maximize the dollar-value impact
to your organization while minimizing disruptions to your supply chain.
Release
Use automation to release the planning decisions for execution in Supply
Chain Management Cloud or manually release quick fix supply order changes.
Execute in Supply Chain Cloud
Collaborate
Improve decisions by quickly harnessing the collective intelligence of the enterprise by
collaborating online with Oracle Social Network.
Integrate
Enable best practice Plan-to-Produce processes through integration with Supply Chain
Management Cloud. Reduce the data latency between planning and execution.
Extend
Adapt the planning application as your business evolves through easily configurable user
interface, analytics, and the scope of planning
63. SCM CLOUD
PB Cloud
(Planning & Budgeting)
Planning and Forecasting
Decision-Oriented Plans with Instant Feedback Loop
Meet the objectives of your business by creating goal-oriented driver based plans, reports
and dashboards. Get an immediate sense of the state of your business plans using slick easy
to create dashboards and reports that are instantaneously refreshed using in-memory
calculations and fast aggregations.
What-If Modeling and Sandbox
Plan and forecast for complex business what-if scenarios by using ad-hoc scenario modeling,
sandbox, and predictive features. Create multiple what-if versions and slice and dice data
based on various what-if assumptions and create instant reports and PowerPoint slides.
Process and Workflow
Flexible Workflow and Process Management
Collaborate across the enterprise or with specific groups of users using data-driven, dynamic
approvals powered by a state of the art workflow process.
Annotations
Engage in threaded commentary and append documents to add color and
substance to your numbers. Expand your numbers with on-the-fly line item detail
to further elaborate your plan numbers.
Concurrency in Usage
Define planning models for your specific line of business or create unified models
for the company as a whole. Collaborate across regions and groups of users using
concurrent data updates and instant reporting.
User Interface
Role-Based, Intuitive User Interface
Plan using a modern, mobile, friendly, intuitive web interface, or use the familiar
Excel interface.
Role-Based Navigation Flows
Create navigation flows that are tailored for groups of users based on their usage
needs. Sales planners, expense planners, financial analysts, executives etc. each can
have their own navigation flows.
64. SCM CLOUD
PB Cloud
(Planning & Budgeting)
Microsoft Office Interface
Plan and model within the familiar Microsoft Office interface and leverage the built-in
integration to Excel, Word, PowerPoint and Outlook. Create input templates within Excel
using excel formulas and formats.
Integration
External Integration
Connect to the external Cloud, Oracle Cloud, or with on-premise solutions using built-in
automation tools or open interface web service capabilities. Import data from various
sources including spreadsheets.
Oracle ERP Systems and Hybrid On-Premise Deployment
Take advantage of out of box integrations with Oracle ERP Cloud or leverage existing on
premise Hyperion investments to deploy Planning Cloud as a hybrid solution.
65. SCM CLOUD
IM Cloud
(Inventory Management)
End-to-End Material Flows
Monitor Warehouse Operations
Get a single view into the state of work execution
Receiving, Inventory, and Shipping Work Areas
Monitor and execute tasks from a single place
Complete Receiving Support
Receive, inspect, put away, correct, and return
Complete Material Movement Support
Move, transfer, and manage
Simple and Advanced Fulfillment Flows
Flexibly fulfill from on-hand, back-to-back, or drop ship
Inventory Management
Inventory Visibility
See summary or detail view of global inventory positions
Complete Inventory Support
Replenish, count, adjust, transfer, and manage status
Granular Control
Provide sub inventory, locator, lot, and serial control
Robust Reporting Tools
Quickly and easily customize, create, and deploy reports and analytics
Advanced and/or Extended Inventory Operations
Leverage 3PL, Warehouse Management, and Contract Manufacturing integrations
66. SCM CLOUD
IM Cloud
(Inventory Management)
Costing Innovations
Multiple Cost Books
Alternate cost methods, currencies, and overheads
Configurable Cost Calculation Levels
Calculate by org, sub inventory, locator, lot, grade, or serial number
Item Cost Policy Setup
Define item cost policy easily using cost profiles
Overhead Absorption Rules
Base material overhead on user-managed rules
Easy Cost Accounting Period Close
Close multiple inventory orgs in a single request
Managing Costs
Multiple Cost Methods
Leverage standard cost, perpetual average, FIFO, and actual
Cost Accountant Dashboard
Utilize the centralized dashboard to view pending tasks and exceptions
Product Cost and Margin Analytics
Provide multidimensional analysis of product costs and margins
Graphical Views of Cost
See intuitive views of item cost using charts and graphs
Manage Global Inter Company Transactions
Automate the financial flow execution for internal trade
67. SCM CLOUD
Logistics Cloud
Transportation Planning
Optimize
Reduce costs by optimizing shipments across all modes of transportation
Integrate
Connect all your logistics processes from end-to-end
Source
Work with shipping partners to secure the best rates
Transportation Execution
Execute
Consolidate and execute transportation orders from multiple sources
Track
Proactively manage the lifecycle of orders and shipments through automated milestone
monitoring
Freight Payment
Automate freight auditing, billing and payment
Trade Compliance
Classify
Classify your goods for the countries you do business in and preview duties & tax rates
Screen Parties
Screen for restricted parties, sanctions, and embargoes
68. SCM CLOUD
Logistics Cloud
Regulatory Compliance
Identify and manage licensing, exceptions, and other government agency requirements
Customs Management
Entry Management
Capture valuation and additional shipment data required for entry
Manage Documents
Produce, revision, and track the documents required for clearing customs
Collaborate
Share documents and filing data with your forwarders, customers, and brokers
69. SCM CLOUD
Manufacturing Cloud
Work Definition
Define
Intuitive, visual, and web-based interface tools to build a foundation
of manufacturing plant data
Inform
Automated item structure change notification to Manufacturing
Collaborate
Discuss process design within the context of the work definition
Import
Use a Microsoft Excel spreadsheet for mass creation and updates
Work Execution
Monitor
View production status on the go
Manage
Manage work orders for standard and non-standard production
Enforce
Maintain tight control on serialized products
Go Lean
Automatically back flush all materials and charge all resources without the need for a work
order
70. SCM CLOUD
Manufacturing Cloud
Advanced Fulfillment
Track
Touchless execution of both Transactional and Strategic Contract
Manufacturing lifecycle through the purchase of CM service, component
movements, and reporting at milestone operations
Simplify
Manufacture configured products with automated, dynamic work definition and
corresponding work orders
Satisfy
Deliver end-to-end supply execution and management across the SCM cloud
Manufacturing Costs
Estimate
Effectively plan and monitor manufacturing standard costs and variances by plant
Capture and Rollup
Material and resource costs are calculated using various costing methods: standard, actual,
LIFO, FIFO, or even multiple simultaneous costing methods
Streamline
Facilitate period end close with partial work order valuation of WIP assemblies
Comply
Determine root causes for cost variances
71. SCM CLOUD
Order Management Cloud
Multi-Channel Order to Cash Management
Order Capture
Capture, configure, and price orders, with business users setting up all the
product constraints and pricing rules
Single Face to Customer
Leverage your current investments and consolidate quotes and orders from
all your channels and existing systems
End-to-End Capability
Automate, monitor, and manage the process from order capture to settlement
to post-sales care
Order Orchestration and Supply Allocation
Orchestration Fulfillment
Define and execute order fulfillment processes for products as well as services on the same
order
Allocate Supply
Serve the needs of your market segments by allocating supply based on attributes of
customer, order, or item
Prioritize Backlog
Manage a consolidated view of the backlog and reprioritize the orders to meet financial
objectives
72. SCM CLOUD
Order Management Cloud
Value Chain Process Enablement
Pre-Seeded Processes
Enable drop-ships, back-to-back, capable-to-promise, configure-to-order,
and more, while tailoring new processes to meet your needs
Optimized Fulfillment
Promise orders from the most profitable source and utilize global inventory
as well as in-transit and planned supply
End-to-End Visibility
Get updates on orders, inventory, shipments, planned supply, and invoices,
and improve the quality of decisions through in-context analytics
Exception Resolution
Monitor
Keep tabs on fulfillment tasks and resolve issues before they affect customer commitments
What-if Analysis
View and evaluate various options before picking the best one
Order Changes
Define and enforce rules for changing orders
73. SCM CLOUD
Procurement Cloud
Sourcing
Collaborate
Improve requirements gathering, document sharing, and negotiation
effectiveness with sourcing teams and Oracle Social Network
Streamline
Simplify your negotiation activities with intuitive tools and a modern
user experience
Analyze
Gain insight into spend opportunities and maximize negotiated savings
Contracting
Standardize
Enforce business policies using pre-approved clause libraries, contract
templates, and guided contract creation
Improve Visibility
Leverage a secure and searchable contract repository, automate renewals, and capture
amendments and addendums with a complete contract audit history
Ensure Compliance
Identify deviations from standards, highlight contract risks, enforce document approvals, and
capture electronic signatures
Procure to Pay
Streamline Processes
Automate requisition through invoice matching and payment, and shift your organizational
focus towards more strategic activities
74. SCM CLOUD
Procurement Cloud
Simplify Shopping
Help your employees to quickly find the goods and services they need with a familiar
consumer buying experience
Enforce Negotiated Pricing
Ensure your negotiated pricing and terms are automatically leveraged to realize maximum
savings
Supplier Management
Manage Qualifications
Qualify and assess suppliers to support supplier programs, compliance, and negotiation
award decisions
Improve Information Accuracy
Capture timely updates to supplier information and proactively respond when changes might
affect supplier qualifications, capabilities, or risk
Enable Supplier Collaboration
Give suppliers the insight they need, allow them to share documents
and commentary, and let them transact electronically with minimal training
75. SCM CLOUD
PLM Cloud
(Product Lifecycle Management)
Innovation Management
Ideation Management
Capture, collaborate and enrich ideas from many different sources
Requirements and Concepts Management
Translate ideas into detailed requirements. Validate product concept
achievability against requirements, cost, and supply chain risk tolerance
Proposal Management
Develop consistent business justification. Capture budget, resources,
and benefit expectations
Innovation Portfolio Management
Create a balanced portfolio consisting of the best commercialization
opportunities
Product Development
Item Management
Create, classify, find, and reuse items
BOM Management
Securely manage and control the development product record
Change Management
Collaboratively manage engineering change orders to capture design iterations
Product Readiness Insight
Analyze and grade items and BOMs for supply chain, release, and sourcing readiness
76. SCM CLOUD
PLM Cloud
(Product Lifecycle Management)
Product Hub
Supply Chain Commercialization
Accelerate manufacturing and supply chain readiness with
site-specific structures and operational attributes
Sales Commercialization
Enrich products with sales and marketing attributes, cross-sell
and up-sell relationships, and catalog categorizations
Data Syndication
Integrate easily by sharing clean and accurate item data in a hybrid
cloud environment
Project Portfolio Management
Collaborative Planning
Enable teams to work together to plan and deliver projects
Simplified Scheduling
Leverage intuitive and integrated scheduling tools
Projects for PLM
Enable teams to work together to plan and deliver projects, leveraging the integration with
Oracle Innovation Management and Product Development
Project Manager Mobile
Visualize and communicate project plans and status on the go
77. SCM CLOUD
PMDM Cloud
(Product Master Data Management)
Data On-Boarding
Self-Service Vendor Portal
Empower your trading partners to take ownership of their product
data and keep their products and digital assets up to date
Configurable Import Maps
Create a one-time mapping between source data files and master data
columns using a drag-and-drop interface
Visual Data Import UI
Monitor data import via a graphical summary
Validation and Error Management
Run validations and correct data issues prior to import
Data Maintenance
Rich Product Definition
Create a complete product definition with unlimited attributes, digital assets, relationships,
structures, GTINs and category assignments
Contextual Product and Catalog Information
Maintain product data for multiple contexts including geographies, channels, and target
markets
Flexible Search and Browse
Discover product information quickly through parametric search and browse
Mass Update
Keep product data current with mass update capabilities available in the UI or through file
uploads
78. SCM CLOUD
PMDM Cloud
(Product Master Data Management)
Data Stewardship and Governance
Collaborative New Item Definition
Orchestrate product definition across multiple stakeholders through
a guided workflow
Change Control
Enforce change control, route for approvals, and maintain revisions
Business Rules and Impact Analysis
Define data validation rules, analyze impact, and mass-update products
to enforce compliance
Social Collaboration
Collaborate effectively on product data with embedded conversations and
ability to review, annotate, and share files
Real-Time Analysis and Reports
Get better insight with real-time analysis on product data and easy-to-build reports
Granular Security and Audit Trail
Enforce functional and data level security with full audit trail
Data Sharing
Multiple Export Formats
Share product data in industry standard formats including .csv, Excel, and .xml
User Configurable Publication Criteria
Empower business users to control which product data entities get published to which
consuming systems
Validated Product Publication
Ensure only complete and validated products are published
79. Consultation SupportImplementation
Services
We provide an in-depth analysis
of your business to insure that
the correct business management
applications that would fulfill
your current and future business
requirements are installed,
implemented and properly
utilized at its full potential.
.
.
we are dedicated to delivering high-quality facilities services to
companies in all the industries we serve. Our fully trained, certified
consultants provide sophisticated, professional, and highly technical
repair and maintenance services with the highest priority to your
service requests. Our consultants design preventive maintenance
service plans to meet the unique needs of each of your facilities. You
can benefit from 24/7 pricing, with no emergency or overtime charges.
You always work with experts who know your business and
understand your priorities.
This renewable 12-month maintenance agreement includes:
1.24/7 phone and onsite support of system issues
2.System installation and upgrades
3.Free updates and upgrades on delivery and installation
4.Customization of Crystal Reports
5.Customization Financial Reports
6.Building new Financial Reports
7.Building new Crystal Reports
8.Additional customization for CRM
9.Report customization for CRM
10.Rebuilding of CRM workflow
In addition to Chart-Of-Accounts Restructuring, we
specialize in the implementation of
financial, distribution, business analysis tools, customer
relationship management and information
management solutions utilizing International
Methodology Standards and proposed approach (Based
on IBM Rational) to
properly complete the implementation and provide you
with the necessary user and technical
training for on-going use of the System
