Adaptive Intelligent Planning · functionality described for Oracle’s products remains at the sole discretion of Oracle. 2 . ... Financial Controlling & External Reporting Taxation

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Adaptive Intelligent Planning Oracle EPM Cloud

Marc Seewald Hari Sankar EPM Product Management February 15, 2018

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

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.

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Program Agenda

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Machine Learning & Finance Oracle Vision & Strategy Demonstration

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2

3

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Source: McKinsey, Bots, Algorithms, and the Future of the Finance Function

Automation Potential of Finance Activities

ACCELERATING


Difficult to Automate

Somewhat Automatable

Highly Automatable

Fully Automatable

General Accounting Operations

Financial Controlling & External Reporting

Taxation

Financial Planning & Analysis

Treasury

Risk Management

External Relations

Business Development

12 12 77

18 36 36 9

24 19 19 38

34 45 11 11

43 21 18 18

60 20 20

67 33

100

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for superior business outcomes

Technologies Influencing the Future of EPM

Robotic Process Automation

Machine Learning

Human Interface

“Virtual workforce” that performs repetitive, clearly defined tasks

Algorithms that use statistical analysis to assess diverse types of data and provide insight

Technologies that enable users to interact with information in new ways


Use Cases for the Finance Function

Optimize Assets

Manage Risks

Automate Tasks

Improve Decisions


Validate Data

Opportunity EPM ACTIVITIES TODAY

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Collect Data

Build Reports

Write Narrative

Update Forecasts

Make Complex Business Decisions

Counsel Business Leaders

Fully Automatable

Highly Automatable

Difficult to Automate

Highly Automatable

Highly Automatable



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Program Agenda

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Machine Learning & Corporate Finance Oracle Vision & Strategy Demonstration

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2

3


Oracle’s Vision Intelligent Performance Management

Spreadsheets Today: EPM

Future: IPM

Time/ Effort

Data manipulation & reconciliation

Data analysis

Taking action on issues


DISCOVERING TOMORROW’S FINANCE, TODAY

“More than half of healthcare executives (57 percent) at organizations currently using predictive analytics expect that the technology will allow them

to save 15 percent or more of their total budget over the next five years. Another 26 percent forecast savings of 25 percent or more…”

Society of Actuaries, report on Healthcare Industry Trends, February 2017

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83%

>15% Savings of Total Budget


Adaptive Intelligent Planning Oracle Vision & Strategy

Leverage Oracle Economies of Scale

Embed Intelligence in Applications

Connect Planning Beyond Finance

Enrich with Operational & 3rd Party Data

Enable Governance & Control

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3

4

5

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CX Cloud

HCM Cloud

SCM Cloud Purpose-Built, Artificial Intelligence and Data-Driven Apps.

Connects and Amplifies Intelligence

Across CX, HCM, SCM and ERP. ERP Cloud

Adaptive Intelligent Apps

Confidential – Oracle Internal/Restricted/Highly Restricted 12

1


Embed Intelligence into Planning Cloud

REQUIRES EXPERTISE IN DATA SCIENCE

EXPENSIVE TO IMPLEMENT

DIFFICULT TO ADMINISTER

NEED TO CUSTOMIZE ALGORITHMS

DIFFICULT TO GET ECONOMIES OF SCALE

CAN BE OWNED BY THE BUSINESS

BUILT INTO THE APPLICATION

LOW LEVELS OF ADMINISTRATION

PROCESS-SPECIFIC ALGORITHMS

SCALABLE; ENHANCED BY ORACLE

Platform

Application

2


CONNECT PLANNING BEYOND FINANCE

Corporate FP&A

3

Human Resources

Sales & Marketing

IT

Operations & Supply Chain


Data Impacting Planning

Adaptive Intelligent Planning

FUTURE-READY

Sales Budget

Expense Budget

Capital Budget

Cash Budget

Foreign Currency

Interest Rates

Housing Starts

Commodity & Energy Prices CPI & PPI

Rainfall

SEC Filings

4

ERP

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Governance and

Control

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Create a Trusted Framework…

Don’t just ‘blindly trust’ the Machine... Provide root causes & audit trails

Enrich data science insights with financial judgment

Configure for business-specific requirements

5


DEMONSTRATION Better Planning, Fewer Mouse-clicks

Reveal Hidden Correlations & Realize Faster Time-to-action:

1. Signal Detection

2. Root Cause Analysis

3. Insight Discovery

4. Action Recommendation

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DEMONSTRATIONS Adaptive Intelligent Planning

Oracle Confidential – Internal 18


WHAT IT TAKES TO BE FUTURE READY

Adaptive Intelligent Planning in the Oracle EPM Cloud

1. Leadership & Vision

2. Evaluation of Skillsets & Hiring (e.g. open to technology, embrace of change)

3. Consider Impact on Organizational Structures

4. Target High Value & Realistic Areas (e.g. early wins fund the next phase)

5. Collaborate with Oracle Product Management

#Intelligent #EPMCloud Thank you.

Hari Sankar Marc Seewald EPM Product Management

Adaptive Intelligent Planning · functionality described for Oracle’s products remains at the sole discretion of Oracle. 2 . ... Financial Controlling & External Reporting Taxation

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