Planning

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Plan for Profitable GrowthOracle Planning and Budgeting Cloud Service

Benjamín AbaunzaCFO Marketing LeaderOracleJan, 2015

Oracle Confidential – Internal/Restricted/Highly Restricted


6 people?

25 people?

How Many People In Your Organization Are Involved in Planning and Budgeting?

EVERY MANAGER IN THE ORGANIZATION!


It’s Efficiency that Counts

Do More Inputs Result In More Accurate Forecasts?

TIME60 days to create forecast

QUALITY80% data collection

COST3% annual revenue

Source: Hackett Group, Financial Executives International, Buttonwood Group


of surveyed companies currently use or will consider deploying EPM in the cloud over the next year

Finance sees the benefits of Cloud

Cloud Can Help

> 75%

Source: Oracle 2014 Top Trends Research


Finance Sees the Benefits of Cloud

Source: Oracle 2014 Top Trends Research


The Oracle Advantage: Flexibility & Simplicity

ManagedBuild Subscribe

Private Cloud

Customer owns licenseProvider owns infrastructure

Provider managesProvider owns infrastructure

Customer managesCustomer owns infrastructure


Oracle Cloud

Oracle Planning and Budgeting Cloud Service

Infrastructure as a Service

Platform as a Service

Software as a ServiceSecure

PersonalizedConnected

Part of Oracle Cloud



World Class Planning with the Simplicity of the Cloud

First-in-Class Functionality

Flexible Deployment

FastAdoption


• Limited resources

• Too much time spent on non-value add activities

• Current systems do not allow LOB self-service

• Current systems not made for modern business users

Market Requires New Capabilities And Speed


Fast Adoption with Planning and Budgeting Cloud Service

Fast Adoption

• Intuitive role based interface, mobile ready

• Virtually zero training with built-in starter kits and online tutorials

• Create once consume on Web, Mobile and MS Office

• Application diagnostics with governors to simplify administration


Benefits of Fast Adoption

No Capital Infrastructure investments or depreciation

Owned by LOB with minimal reliance on IT

Accelerate Budgeting by leveraging existing spreadsheets

Mobile collaboration and increased participation


FROM MONTHS TO MINUTES – NO CAPITAL INVESTMENTS


“ Oracle has thoughtfully designed the new Oracle Planning and Budgeting Cloud Service. The offering provides all the functionality of Oracle Hyperion Planning and includes cloud-specific enhancements to accelerate deployment and make it easy for users to get going with little to no training.” — Kirill Parfinenko, Takeda Pharmaceuticals LLC

“The pre-delivered training in Oracle Planning and Budgeting Cloud Service is a great value add to the customer. This training helps to accelerate deployment by facilitating on-boarding, education and buy-in for the product when rolled out.”

— Maria Hugo, Finance Systems Manager, Salmat


In Dynamic Markets, Accurate Planning and Forecasting is a ChallengeYet accuracy is needed to drive profitable growth


First-in-Class Functionality Based on proven technology

First-in-Class Functionality

• Flexible workflow and plan management capabilities

• Intuitive web interface with full MS Office integration

• Built-in management reporting capabilities

• Extensive spreadsheet integration for efficient data entry and set up

• Out of the box support for best practices such as rolling forecast, multi-currency


Reduce Risk with Predicted Forecast Outcomes

Predictive Modeling

•Move from ‘conventional’ to ‘advanced’ scenario modeling

•Review full range of outcomes

•Quantify the risk of not achieving your goals

•Know the probability of outcomes

•Understand key factors impacting your business


Proven On-Premises, Optimized for the Cloud

** Oracle Business Analytics, Customer Value Index—October 2012


“Oracle Planning and Budgeting Cloud Service will provide a high degree of value to our customers by helping to remove barriers to implementing a world class planning and budgeting application. The Oracle solution is extremely flexible, scalable, and feature-rich with functionality on par with the Oracle Hyperion Planning on-premises offering.”

— Chris Boulanger, VP EPM Practice, Cervello

“Many of our customers are growing rapidly, and they need their systems to keep pace. With Oracle Planning and Budgeting Cloud Service, customers are able to improve the accuracy of their budgeting and forecasting processes by moving away from manual spreadsheets. They don’t need to worry about the back-end infrastructure and can feel confident in knowing that the service can scale as quickly as their business.” — Kirby Lunger, Partner, Performance Architects


Benefits of First-in-Class FunctionalityCore Strategies to Become a Strategic Business Partner

Evolve from disconnected spreadsheets and planning systems

Drive planning beyond finance across the enterprise

Connect operational assumptions with financial outcomes

Simplify, standardize and automate routine transactions


SYSTEMS HAVEN’T KEPT UP

market volatility

operating margins better reporting

Integrated business planning

cost management

dynamic forecasting

uncertainty

shorter close

Improved forecast accuracy


Flexible deployment Options with Planning and Budgeting Cloud Service


Simplify Technology Choices

Flexible Upgrades Flexible Deployments

2014 - 2015


“The addition of Oracle Planning and Budgeting Cloud Service to Oracle’s Cloud portfolio offers us more choice in deployment. We found Oracle Planning and Budgeting Cloud Service particularly easy to use with good response times and all the functionality that we expect from a sophisticated planning application.”

— Steve Tevault, Database Administrator, Friendly’s


Oracle’s Cloud Leadership

29 Million End Cloud Users

19 Global Data Centers

Cloud Customers In

34 Languages

Cloud Customers in

180Countries

12,000CloudEnterprise Customers

22 BillionTransactions/Day


Benefits of Flexible DeploymentsCore Strategies to Become a Strategic Business Partner

Simplify technology choices

Mix & move between deployment models as business changes

Virtually no learning curve

Same Oracle security & reliability of all Oracle Cloud deployments


OraclePlanning andBudgeting Cloud Service


• Core Planning and Budgeting Functionality

• Web and Excel access

• Built-in multidimensional reporting managed by the planning application

• Built-in Data integration

• Two environments with each subscription: production and pre-production



Optimized for the Cloud

1. Application diagnostics with governors

2. Automated scaling based on user demand

3. Scheduled daily maintenance

4. Scheduled patches and version upgrades

5. Automated backup process

6. Excel based admin capabilities

7. Standard 3 plan types plus four reporting environments

1. Intuitive, easy to use, landing page

2. Best practices for designing an application

3. Training videos and tutorials library included

4. Guided demo application included

5. Detailed task list template covering build, test, and rollout phases

6. Deep MS Office integration

7. Ability to separate planning and reporting

Administration & MaintenanceAccelerate Adoption


In Conclusion: World Class Planning with the Simplicity of the Cloud

• Fast Adoption

• First-in-Class Functionality

• Flexible Deployment

Planning

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