The 11 Best New Features of Enterprise Performance Reporting Cloud Service

Transcription

1 The 11 Best New Features of Enterprise Performance Reporting Cloud Service In this informational session, we have collected the top 11 new features that you need to know about and explain how to use them with real-world scenarios. Session ID: Prepared by: Don Ford Director Perficient Inc. Sunday, Apr. 22 nd 1:45 PM 2:45 PM Jasmine D Remember to complete your evaluation for this session within the app!

2 About Perficient Founded in 1997 Public, NASDAQ: PRFT 2016 revenue $487 million Major market locations Global delivery centers in China and India 3,000+ colleagues Dedicated solution practices ~95% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards Oracle Platinum Partner Cloud Select 1,000+ Oracle Implementations Solution Expertise EPM ERP BI CX Oracle Cloud Excellence Implementer EPBCS FCCS Oracle Approved Education Center Oracle Excellence Award Winner

3 About the Presenter Don Ford Director, Oracle EPM Practice Joined Perficient in Years Consulting Experience Background in Essbase, Hyperion Planning and Financial Reporting Led multiple Oracle Cloud Implementations Contact Information

4 What is Narrative Reporting? Combining Data ( What ) with Business Commentary (Who, When, Where, and/or Why) Presented in expository and descriptive paragraphs, as opposed to just tables and charts.

5 Value of Narrative Reporting Looking at Data Only. What does it tell you?

6 Value of Narrative Reporting Looking at Data Only. What does it tell you? Looking at Data + Narrative What does it tell you? It s an opportunity to tell the story that exists beyond the numbers! When done properly it can. Provide key insight on what is working well and what is not What events may have led the results What actions are planned based on the results

7 Enterprise Performance Reporting Cloud Service Report Package Functionality Address Internal and Statutory Financial Reporting Needs Narrative-based management reporting and external disclosures in one solution Complete: Authoring, collaboration, commentary and delivery Secure: Role-based, auditable access on desktop and mobile devices Enterprise Grade: Security, High Availability, Scalability Fully Managed: Patched, Backed Up, Upgraded by Oracle

8 Enterprise Performance Reporting Cloud Service Operations Reviews Board Packages Project Funding Proposals Group Budget Reviews Regulatory Reporting Public Disclosures Audit Reports Author Signer Enterprise Performance Reporting Cloud Service Reviewer Approver

9 Section 1 EPRCS Data Sources and Office Integration

10 Best New Feature: Easily leverage existing report content from sources such as Excel, Word, and PowerPoint. Then seamlessly update all data by merely refreshing the report content with its source data.

11 Best New Feature: Not only can you leverage existing content developed using Microsoft products, but EPRCS can also be integrated with data from other Oracle sources such as On-Premise applications, cloud-based and EPM applications, as well as OBIEE and other native databases.

12 Section 1 EPRCS Demo

13 Section 2 EPRCS Core Features

14 Best New Feature: Easily create financial reporting packages that can be developed by a single user or by multiple users.

15 Best New Feature: EPRCS utilizes the familiar document check in and check out function when collaborating with multiple people to generate a reporting package. Including the ability to grant permission access as well as control version iterations.

16 Best New Feature:

17 Best New Feature: Financial Statements and report content can be combined with commentary to further explain the data that is being reported.

18 Best New Feature:

19 Best New Feature: EPRCS provides the ability to reuse content across multiple periods and various cycles allowing for centralized maintenance of the existing reporting packages.

20 Best New Feature: After users are identified as viewers and developers, they will receive various notifications letting them know of their upcoming deadlines and deliverables.

21 Best New Feature: Content developers are able to review existing reports as well as provide commentary and feedback. Feedback can target an individual section or the entire report package. Once content is ready to be approved, users can approve the reports as well as view additional status via their mobile or from the web.

22 Best New Feature:

23 Section 2 EPRCS Demo

24 Section 3 - XBRL Tagging and Disclosure Management

25 Best New Feature: EPRCS easily allows the user to perform XBRL tagging in Microsoft products such as Word and Excel, as well as generate detailed XBRL audit reports.

26 Best New Feature: Report preparers are able to validate their XBRL tagging by using specific schema rules and calculations to review data accuracy and compliance in accordance with regulated SEC EDGAR Filer Manual rules and the IFRS Global Filing Manual.

27 Best New Feature: EPRCS publishes in regulated XBRL, SEC EDGAR HTML, and PDF formats.

28 EPRCS and Regulatory Reporting XBRL Taxonomy Management Manage and design base and extension XBRL taxonomies Microsoft Office-based XBRL Tagging Easily perform XBRL tagging in Microsoft Word and Excel XBRL Validation Validate XBRL tagging with taxonomy schema rules and calculations to check data accuracy and compliance, Multiple Regulatory Publishing Formats Publish in XBRL, SEC EDGAR HTML, and PDF formats

29 Section 3 EPRCS Demo

30 Session ID: Remember to complete your evaluation for this session within the app!

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