Comprehensive tools for financial and operational reporting, data visualization, and analytics with real-time insights, customizable dashboards, and integration capabilities, ensuring accurate and efficient performance management

  • Collaborative Reporting: It allows multiple users to securely and collaboratively define, author, review, and publish report packages.
  • Integrated Data and Narrative: Combines quantitative data with qualitative narrative to provide a comprehensive view of performance.
  • Process-Driven Approach: Provides a structured and auditable process for report creation, enhancing accuracy and reliability.
  • Security and Compliance: Ensures that sensitive data is accessible only to authorized users, maintaining confidentiality and compliance.
  • Advanced Features: The platform includes robust features like zooming into levels, conditional formatting, and formulas.

Oracle Cloud EPM for Reporting and Analysis

Narrative Reporting

Securely and collaboratively define, author, review, and publish management report packages, combining data and narrative for secure, auditable reports

Dashboards

Provide an overview of key information, allowing users to chart, evaluate, and change data while supporting grids and chart objects from various data sources

Platform Reporting

Design reports with images, textboxes, charts, grids, and insert formulas for calculations and apply robust features like zooming and conditional formatting

Case Studies

Oil & Gas Cloud Migration

This company, specializing in midstream natural gas and NGLs, operates extensive pipelines and storage facilities. Facing challenges with an outdated HFM application, they implemented Oracle EPM Cloud Close and Consolidation. This solution improved data accuracy, streamlined processes, and reduced maintenance efforts, enhancing overall efficiency and adaptability to future changes.

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National Mortgage Lender Reporting

This Dallas-based mortgage company, established in 1986, offers diverse home loan products nationwide. Facing challenges with Excel-based reporting for 250 branches, they implemented Hyperion Essbase, sourcing data from a new SQL Server-based warehouse. This solution enabled on-demand reporting and automated over 1,000 monthly reports, enhancing efficiency and analysis.

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Car Dealership Group Reporting

This family-owned automotive franchise group, operating in Southern California, Texas, and Florida, faced challenges with manual financial reporting. Implementing Oracle Cloud EPM Planning automated their financial statements, integrating data from all dealerships. This solution provided comprehensive reporting, frequent data updates, and ad hoc reporting capabilities across the enterprise.

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Private Equity Consolidation

A leading asset manager improved financial reporting and monthly close processes using Oracle Cloud EPM, addressing complex ownership structures and SEC compliance post-IPO, enhancing accuracy and efficiency.

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