A complete review to help you understand the range of EPM cloud solutions provided by Oracle Oracle has been rapidly building up its offerings in the cloud over the past few years and Finit is excited to present a 3-part series this quarter entitled: "Breaking Through the Cloud". Included in our 3-part series will first be an overview of the Oracle EPM cloud products followed by an in-depth investigation of Financial Consolidation and Close Cloud Service (FCCS), and then wrapping up with Planning and Budgeting Cloud Service (PBCS). Oracle now has a cloud equivalent for all of the on-premises EPM products and many of them continue to mature in terms of features and functionality. Through a hands-on approach we have gathered information on the range of solutions. Part I, an Overview of Oracle EPM cloud, will include: An overview of Oracle's cloud platform A survey of the EPM cloud products How do the solutions work together Who Should Attend Finance and accounting leaders within your organization looking to enhance knowledge of the current EPM offerings. System Administrators and technical support personnel eager to understand the Oracle Cloud and how it affects them. Presenter: Geordan Drummond Date: 02/09/2018

1. Oracle EPM Cloud Overview
February 9, 2018
Geordan Drummond

2. Finit Overview
• 150+ HFM projects
• Managed largest roll-out of HFM in North
America
• 175+ FDM projects
• World Leader in FDM implementations and
custom solutions
• 100+ Planning / Essbase projects
• 40+ OneStream Clients (Market Leader)
• #1 Implementer of OneStream
• Platinum Partner
• Founded in 2002
• 90+ employees in 20+ states
• Mostly CPAs, MBAs
• Gold Level Oracle Partner
• 300+ Clients – all CPM / EPM
Focused
• 1,000+ CPM / EPM projects

3. The Finit Family
Fully aligned with
our clients, not just
bottom line $
No debt or external
ownership
Work with Finit
employees, no
subcontractors
Compensation
based on CLIENT
SATISFACTION
PRIVATELY
OWNED
CLIENT
SATISFACTION
NO
SUBCONTRACTORS
DEBT FREE

4. Finit Customer Success
Our values, culture, and approach to
becoming a trusted advisor to our customers
has led to
100% customer success
for every Finit client (300+) and for every
Finit project (1,000+)

5. Some Finit Clients

6. Questions

7. Upcoming Cloud Webinars
• Friday, March 9 – Breaking Through the Cloud:
Closing in on Full Parity with Oracle FCCS
• Presented by Geordan Drummond
• Friday, March 23 – Breaking Through the Cloud:
Intro to Planning in the Cloud
• Presented by Chuck Usher

8. About the Presenter
Geordan Drummond
(gdrummond@finit.com)
Experience
• Oracle Certified Implementation Specialist – FCCS
• Oracle Cloud Certified Specialist – EPRCS
• Oracle Cloud Certified Specialist – PBCS
• 9 years experience as a Financial Close Product
Manager
• 8 years experience as Financial Systems Analyst
Certification/Education
Master of Business Administration – Temple University
Bachelor of Business Administration – University of
Notre Dame
Professional Summary
Geordan is based in Philadelphia, PA and has worked in all facets of the software industry for
over 20 years. He has hands-on experience with all the close-related Oracle products, both
cloud and on premises. Geordan has also worked with the Oracle Product Management team
on enhancements and new product functionality.

9. Why go to the Cloud?
• No infrastructure to maintain
• Infrastructure can be scaled as needed by the vendor
• Fewer versions for vendor to support – bug fixes applied to
everyone
• Immediate application of updates means more immediate feedback
and therefore more rapid development
• Pervasive access for end users – via public cloud
• Vendors are making additional product enhancements primarily in
the cloud going forward
• Cloud computing has been the direction for both consumer and
business software for the past few years and the foreseeable future

10. Oracle EPM On-Prem/Cloud Product Equivalents
HFM
FCCS
EPRCS
FCM Suite
CM SDM ARM
FDMEE
Disc Mgmt
DRM
HP HSF
OBIEE
ARCS
Data
Mgmt
Data
Mgmt
TRCS
Fin
Rptg
Fin
Rptg
Mgmt
Rptg
Disc
Mgmt
PBCS /
EPBCS
OAC
EDMCS
Data
Mgmt
PCMCS
Fin
Rptg
Close
Mgmt
Supp
DataData
Mgmt
Close
Mgmt
Supp
Data
BICS
HTP
Essbase
HPCM

11. Common Cloud Elements
• All services use the same UI and service
status / information
• All services use the same process for
authentication (OID / MSAD)
• Each service comes with a Test and
Production pod (instance) which are
updated 1st and 3rd Fridays of the month
• LCM snapshots used for migration between
environments in all products
• EPM Automate available for all products
with unique commands for each
• Same version of Smart View for on-prem
works with most of the EPM cloud products
• Storage is typically 150GB but additional
space can be purchased

12. Common User Interface

13. Common application core - PBCS
• PBCS is the platform for several of these
products:
• EPBCS
• FCCS
• TRCS
• These 3 products are purpose built PBCS
apps with unique business processes
and content and allow for 1 app /
instance
• Although products are licensed
separately for each instance, the starting
screen is the same across all 3

14. Common PBCS Platform Elements
• Dimension management
• Smart View admin extension
• Forms
• Rules (Calc Manager –
Essbase syntax)
• Web Financial Reporting
• Dashboards
• Data Management (“FDMEE
light”)

15. Support for the Entire Planning and Budgeting Process
Plan Monitor Analyze Report
EPRCS – Reports & Books
EPBCS – Strat Mod
PBCS
EPBCS – Workforce
EPBCS – Capex
EPBCS – Financials
EPBCS – Projects
EPBCS/PBCS - Financial Reporting / Smart View

16. PBCS –Planning & Budgeting
• Main Components
• Planning & Budgeting
• Data Management
• Financial Reporting
• Features and Use Cases
• Generally equivalent to Planning on
premises
• Can migrate applications from ground to
cloud with some minor modifications
• No Out Of The Box modules like EPBCS
• Subscription on a per user/per month
basis

17. EPBCS – Enterprise Planning & Budgeting
• Main Components
• Planning Modules with out of the box
content (built on PBCS platform)
• Capital Assets
• Workforce
• Projects
• Financial Statements
• Strategic Modeling
• Data Management
• Financial Reporting
• Subscription on a per user/per month
basis

18. OAC – Oracle Analytic Cloud
• Main Components
• Essbase – PaaS offering
• Business Intelligence (BICS)
• Data Visualization
• Features and Use Cases
• Multi-dimensional analysis
• Management Reporting (via EPRCS) is
reporting tool
• Subscription options:
• Standard, Data Lake, and Enterprise
• Per OCPU or Metered (per hour)

19. PCMCS – Profitability and Cost Management
• Main Components
• Model builder and allocation engine
• Data Management
• Financial Reporting
• Features and Use Cases
• Product, Customer, and Market Profitability
• Management Allocations
• Shared Services Costing and Chargebacks
• Operational Transfer Pricing
• Subscription on a per user/per month
basis

20. Support for the Entire Close Process
SL/GL Close Consolidation
Internal
Reporting
External
Reporting
EPRCS – Disc Mgmt
TRCS
ARCS
FCCS – Close Mgmt
FCCS – Consol
FCCS – SDM
EPRCS – Rptg Pkg
FCCS – Data Mgmt
Oracle Financials Cloud

21. FCCS – Financial Consolidation and Close
• Main Components
• Consolidation with out of the box content (built on
PBCS platform)
• Close Management – workflow
• Supplemental Data – lower level detail
• Data Management
• Financial Reporting
• Features and Use Cases
• Consolidated financial statements
• Close Management/Supplemental data features can
be purchased separately
• Subscription on a per user/per month basis

22. ARCS – Account Reconciliation
• Features and Use Cases
• Reconciliation Compliance
• Balance matching between ledger and sub-ledger
• Documentation of account balances
• Variance reporting
• Workflow
• Transaction Matching
• Intercompany transaction matching
• Bank reconciliations
• Point-Of-Sale reconciliations
• Data Management
• Subledger, ledger, or consolidation loads
• Loads are a “pull” instead of a “push”
• Subscription options:
• Compliance features on a per user/per month basis
• Transaction Matching option is flat amount per month

23. TRCS – Tax Reporting
• Main Components
• Tax Provisioning with out of the box content (built on PBCS
platform)
• Close Management
• Supplemental Data
• Data Management
• Financial Reporting
• Features and Use Cases
• Tax Provision generation
• Tax Reporting process management
• Supplemental Tax data gathering
• Country-by-Country reporting (in conjunction with EPRCS)
• Transfer Pricing tax impacts (in conjunction with PCMCS)
• Subscription on a per user/per month basis

24. EPRCS – Enterprise Performance Reporting
• Main Components
• Reporting Packages (workflow for MS Word / PPT)
• Management Reporting (successor to FR)
• Disclosure Management (XBRL)
• Application (limited version of Essbase)
• Features and Use Cases
• Any repetitive narrative reporting requiring workflow
• Word
• SEC filings (10-K, 10-Q)
• Management Reporting
• Country-by-Country reporting (CbC)
• Power Point
• Board Books
• Budget Books
• PDF option coming soon
• Subscription options:
• Main features on a per user/per month basis
• Disclosure Management option is flat amount per month

25. EDMCS – Enterprise Data Management
• Features
• Workflow for change control process (Collate >
Curate > Conform > Consume)
• Import master data from applications using
adapters
• Author and validate changes master data
• Compare alternate hierarchies
• Export master data changes
• Detailed auditing of changes
• Use Cases
• EPM/GL master data management
• COA redesigns
• Acquisitions
• Subscription on a per record/per month basis

26. Working Together
• Although services are separate instances, they do
interact in a number of ways
• Cross-Pod Integration:
• Navigation between services allows for a “Workspace” like
experience where you can quickly access your other pods
• Springboard mash-ups allow cards for apps or objects to
be embedded in other services
• UI mash-ups allow content from other services to be
displayed in vertical or horizontal tabs
• The Close Management feature in FCCS can
automate tasks in other products as well, including
on-premises EPM and ERP
• Data Integration via Data Management

27. Questions?

28. Thank you for Attending!
Today’s Presenters:
Geordan Drummond
gdrummond@finit.com
Copy of the slides or Recording:
Email us for a copy of the slides or a link to
the recording
insights@finit.com
Past webinars:
www.finit.com/webinars
Follow us on Twitter for updates:
@Finit_Solutions

29. Resources
Product Overviews
https://cloud.oracle.com/en_US/epm-cloud
Release Readiness (Read Me’s):
https://cloud.oracle.com/en_US/saas/readiness?offering=account-reconciliation
Documentation:
https://docs.oracle.com/en/cloud/saas/index.html
YouTube Videos:
https://www.youtube.com/channel/UCT0Y4dU-u-ZedfVqVDeVBpw