Overview & Features

Drive accurate, connected plans—from long-range planning to periodic rolling forecasts and line-of-business planning—that incorporate best practices as needed. Whether you are in corporate financial planning and analysis, sales, marketing, human resources, IT, supply chain, or operations, everyone wins with the simplicity of Oracle Enterprise Performance Management (EPM) Cloud.

Planning and Forecasting

Decision-Oriented Plans with an 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 easy-to-create dashboards and reports that are instantaneously refreshed using in-memory calculations and fast aggregations.

Continuous Planning Solution to Suit Your Business Needs

Allow businesses to create their own custom financials, sales, and operational models and connect the different business processes to create a continuous integrated planning, forecasting, and reporting solution across the enterprise.

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 assumptions, creating instant reports.

Scenario Modeling

Built-In Features

Get built-in scenario modeling features such as goal-seek, iterative calculation logic, instant calculation, and undo capabilities out of the box.

Alignment of Strategy with Plans

Reveal the impact of strategic decisions on the bottom line, balance sheet, cash flow, and shareholder value.

Capital Structure Optimization

Address the iterative nature of funding and the impact of strategies on credit ratings and capital structure.

Prebuilt Financial Tools

Add complex what-if modeling to the financial planning process with built-in tools and logic. No need for writing logic from scratch in spreadsheets.

Workforce Planning

Compensation Planning

Plan by employee, by job code, or both using driver-based planning for compensation-related expenses. Workforce planning allows planning at a level of detail that makes sense for your business and even accommodates large, multinational workforces.

Integration with HCM

Align workforce and strategic priorities with prebuilt integration with Oracle Human Capital Management Cloud and seamless cloud-to-cloud integration with third-party HCM solutions.

Business Wizards

Keep things easy with planning wizards that allow business users to easily maintain even complex employee expense calculations, such as benefits and tax expense calculations.

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.

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.

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.

Intelligent Performance Management (IPM)

Predictive Planning

Use sophisticated, intelligent algorithms to generate and validate plans and forecasts.

Simulations

Leverage powerful Monte Carlo simulations to analyze the risk-adjusted performance of numerous scenarios.

Oracle EPM Cloud Data Integration

Application Integration

Connect to source EPM business processes and ERP applications such as Oracle Financials Cloud.

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.

Oracle EPM Cloud Collaboration 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 of 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.

Oracle EPM Cloud User Experience

Role-Based, Intuitive User Interface

Reduce training costs and increase user productivity with a modern, mobile, friendly, intuitive web interface, or use a familiar Microsoft 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, and others can each have their own navigation flows.