Category: CRM



With Account Reconciliation now included in both the Standard and Enterprise baskets of EPM cloud goodies, the temptation is to tear the packaging and start building. However, even Close & Consolidation experts can have trouble bridging the knowledge gap between more familiar applications (e.g., HFM, Financial Consolidation and Close, etc.) and Oracle’s “one-stop shop” reconciliation tool. Incorrect assumptions made early on in the application design can be troublesome later as the project rolls on. Instead, provide your company with a strong foundation by having a firm grasp on functionality, best practice recommendations, and setups for scalability. In this webinar, we discuss how to elicit actionable requirements, review overlooked out-of-the-box functionality, and account for key design concepts in order to establish a strategic enterprise solution for both today and “tomorrow”—giving you the keys to the kingdom! Webinar recorded on 9/18 and hosted by Nick Boronski https://www.youtube.com/watch?v=m6FzSsW1cnw



When facing challenges coordinating your reporting process, there is a tool that can help you manage the pieces that need to come together. Narrative Reporting is a purpose-built business process available in Oracle EPM Cloud. It provides a secure, collaborative, process-driven approach for defining, authoring, reviewing, and publishing financial and management report packages for internal and external stakeholders. In this webinar, attendees will learn the features of Oracle’s Narrative Reporting and why this may be an easy first step into the cloud. Attendees will also learn which features are unique to the platform and understand when to use them. Webinar originally recorded on 7-30-19 and hosted by Geordan Drummond. https://www.youtube.com/watch?v=Zt2TFcCOmiM



Clients are reaping the benefits of trend-based modeling in the Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) Financials framework. The trend models allow FP&A users to use enterprise data to extrapolate varying models across different business scenarios with ease and without heavy reliance on IT. In this webinar, learn how Vitamix, an Alithya client, improved its projection and budgeting processes with efficiency and accuracy gains. Attendees will see how Financials out-of-the-box (OOTB) frameworks was highly utilized and how Vitamix integrates Stock Keeping Unit (SKU) level detail from Oracle E-Business Suite (EBS) transactional system into an OOTB Financials Business Process framework in EPBCS. A live demo will show how SKU level detail is captured, transformed, and aggregated into product categories in the planning application design as well as showcase how OOTB content has been configured to meet Vitamix's planning needs. See dashboards, KPIs, and trend-based modeling process artifacts, ask questions, and learn how operational realities of manufacturing SKU-level detail can be incorporated into the Financials framework for greater forecast accuracy with powerful modeling capabilities. Webinar was recorded on 7/23/19 and hosted by Vatsal Gaonkar https://www.youtube.com/watch?v=yDyaljjyXA4