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Oracle Fusion Cloud Enterprise Performance Management vs. Workbooks

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Oracle Fusion Cloud Enterprise Performance Management

    Score7.1 out of 10
    N/AOracle Fusion Cloud Enterprise Performance Management (EPM) is a solution that helps users model and plan across finance, HR, supply chain, and sales, streamline the financial close process.

    $250

    per user/per month

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    Editions & Modules
    EPM Standard
    $250
    per user/per month
    EPM Enterprise
    $500
    per user/per month
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsPricing per user varies by component within the Oracle EPM Cloud solution. Please see pricing information for the EPM Cloud components on cloud.oracle.com or contact Oracle Sales at +1.800.633.0738.—
    More Pricing Information
    Features
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    5.6
    3 Ratings
    29% below category average
    Workbooks
    -
    Ratings
    Pixel Perfect reports8.12 Ratings00 Ratings
    Customizable dashboards4.43 Ratings00 Ratings
    Report Formatting Templates4.43 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    6.7
    23 Ratings
    14% below category average
    Workbooks
    -
    Ratings
    Drill-down analysis6.022 Ratings00 Ratings
    Formatting capabilities7.021 Ratings00 Ratings
    Report sharing and collaboration7.019 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.5
    19 Ratings
    6% below category average
    Workbooks
    -
    Ratings
    Publish to Web8.016 Ratings00 Ratings
    Publish to PDF8.019 Ratings00 Ratings
    Report Versioning7.017 Ratings00 Ratings
    Report Delivery Scheduling7.015 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    5.9
    3 Ratings
    22% below category average
    Workbooks
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)6.03 Ratings00 Ratings
    Location Analytics / Geographic Visualization6.83 Ratings00 Ratings
    Predictive Analytics5.13 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.2
    24 Ratings
    15% below category average
    Workbooks
    -
    Ratings
    Multi-User Support (named login)7.020 Ratings00 Ratings
    Role-Based Security Model6.023 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.020 Ratings00 Ratings
    Report-Level Access Control7.01 Ratings00 Ratings
    Single Sign-On (SSO)8.021 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.2
    2 Ratings
    2% below category average
    Workbooks
    -
    Ratings
    Responsive Design for Web Access6.22 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    6.6
    38 Ratings
    20% below category average
    Workbooks
    -
    Ratings
    Long-term financial planning7.030 Ratings00 Ratings
    Financial budgeting7.038 Ratings00 Ratings
    Forecasting6.037 Ratings00 Ratings
    Scenario modeling6.035 Ratings00 Ratings
    Management reporting7.033 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.3
    20 Ratings
    6% below category average
    Workbooks
    -
    Ratings
    Financial data consolidation7.017 Ratings00 Ratings
    Journal entries and reports6.014 Ratings00 Ratings
    Multi-currency management8.013 Ratings00 Ratings
    Intercompany Eliminations8.014 Ratings00 Ratings
    Minority Ownership7.012 Ratings00 Ratings
    Local and consolidated reporting8.016 Ratings00 Ratings
    Detailed Audit Trails7.016 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.2
    34 Ratings
    12% below category average
    Workbooks
    -
    Ratings
    Financial Statement Reporting7.029 Ratings00 Ratings
    Management Reporting8.032 Ratings00 Ratings
    Excel-based Reporting9.030 Ratings00 Ratings
    Automated board and financial reporting6.028 Ratings00 Ratings
    XBRL support for regulatory filing6.019 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    6.8
    25 Ratings
    10% below category average
    Workbooks
    -
    Ratings
    Personalized dashboards7.025 Ratings00 Ratings
    Color-coded scorecards7.73 Ratings00 Ratings
    KPIs7.44 Ratings00 Ratings
    Cost and profitability analysis6.74 Ratings00 Ratings
    Key Performance Indicator setting6.024 Ratings00 Ratings
    Benchmarking with external data6.024 Ratings00 Ratings
    Integration
    Comparison of Integration features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    7.0
    36 Ratings
    14% below category average
    Workbooks
    -
    Ratings
    Flat file integration7.034 Ratings00 Ratings
    Excel data integration7.032 Ratings00 Ratings
    Direct links to 3rd-party data sources7.028 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    7.7
    9 Ratings
    2% below category average
    Customer data management / contact management00 Ratings8.59 Ratings
    Workflow management00 Ratings8.27 Ratings
    Territory management00 Ratings7.79 Ratings
    Opportunity management00 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
    Contract management00 Ratings7.29 Ratings
    Quote & order management00 Ratings7.68 Ratings
    Interaction tracking00 Ratings6.48 Ratings
    Channel / partner relationship management00 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    6.3
    8 Ratings
    20% below category average
    Case management00 Ratings6.28 Ratings
    Call center management00 Ratings6.82 Ratings
    Help desk management00 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    7.3
    7 Ratings
    6% below category average
    Lead management00 Ratings8.07 Ratings
    Email marketing00 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    7.5
    9 Ratings
    3% below category average
    Task management00 Ratings7.77 Ratings
    Billing and invoicing management00 Ratings6.88 Ratings
    Reporting00 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    8.6
    8 Ratings
    12% above category average
    Forecasting00 Ratings8.28 Ratings
    Pipeline visualization00 Ratings8.88 Ratings
    Customizable reports00 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    7.7
    8 Ratings
    1% above category average
    Custom fields00 Ratings8.48 Ratings
    Custom objects00 Ratings7.67 Ratings
    Scripting environment00 Ratings7.56 Ratings
    API for custom integration00 Ratings7.57 Ratings
    Security
    Comparison of Security features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    7.5
    8 Ratings
    11% below category average
    Single sign-on capability00 Ratings7.05 Ratings
    Role-based user permissions00 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    6.6
    3 Ratings
    13% below category average
    Social data00 Ratings6.03 Ratings
    Social engagement00 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    6.9
    6 Ratings
    9% below category average
    Marketing automation00 Ratings6.76 Ratings
    Compensation management00 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Oracle Fusion Cloud Enterprise Performance Management and Workbooks
    Feature
    Oracle Fusion Cloud Enterprise Performance Management
    -
    Ratings
    Workbooks
    4.2
    7 Ratings
    58% below category average
    Mobile access00 Ratings4.27 Ratings
    Best Alternatives
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    OneStream
    Score8.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    Likelihood to Recommend
    8.5
    (46 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    9.0
    (3 ratings)
    8.5
    (7 ratings)
    Usability
    7.0
    (2 ratings)
    7.3
    (1 ratings)
    Availability
    10.0
    (1 ratings)
    9.1
    (2 ratings)
    Performance
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    6.8
    (3 ratings)
    8.2
    (1 ratings)
    Online Training
    -
    (0 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    8.2
    (16 ratings)
    -
    (0 ratings)
    Configurability
    5.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    8.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    8.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Oracle Fusion Cloud Enterprise Performance ManagementWorkbooks
    Likelihood to Recommend
    Oracle
    It is well suited in a geographically distributed environment where you have various key participants in multiple time zones providing input and necessary explanations on performance and measured success It is less appropriate where you have a single office environment with a single finance department working together. It is also less suited when the GL is NOT an Oracle product and the interface between the GL and the reporting software needs to be implemented with utmost care and handling.
    Incentivized
    Read full review
    Workbooks Online
    It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
    Read full review
    Pros
    Oracle
    • Account Reconciliation CLoud Services provides tight integration with Oracle R12 and 11i . Provides drillback capability. It is flexible and provides rich functionality to users.
    • We have implemented ARCS on cloud and migrated planning and budgeting from On premise to PBCS and EPBCS. Functionality is onpar with onpremise. Provides regular updates monthly
    • We don't need to upgrades every year and saved a lot on Hardware.
    Incentivized
    Read full review
    Workbooks Online
    • Sales process management from enquiry to delivery of product
    • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
    • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
    • The FD loved it
    • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
    • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
    Read full review
    Cons
    Oracle
    • The limitation of constrained out of the box dimensions that requires ripping the initial implementation to add the new dimensions is a major drawback.
    • Smartview interface is cumbersome for many.
    • The only financial adapter is available for integration for other modules we have to go with file-based uploads which is cumbersome and not real-time.
    • It is very costly in terms of licensing unlike other Oracle products.
    Incentivized
    Read full review
    Workbooks Online
    • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
    • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
    • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
    Read full review
    Likelihood to Renew
    Oracle
    We have a pretty good userbase who are at the high level who gained value from this tool. Discontinuing this tool is prone to impact their day to day operations. Also the data in this tool cannot alter the source, which maintains the integrity of this tool. Smartview is a cool addition that gained lot of traction as well.
    Incentivized
    Read full review
    Workbooks Online
    the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
    Read full review
    Usability
    Oracle
    It produces consolidated multi currency reports faster and more accurately whilst adding additional pivotal functionality. The Smartview reporting is a key for us and a flagstone of the application
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Reliability and Availability
    Oracle
    EPM has been so far available all the time
    Incentivized
    Read full review
    Workbooks Online
    Workbooks CRM never let me down.
    Read full review
    Performance
    Oracle
    The product performance is so far very good
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Support Rating
    Oracle
    Support from our implementation partner is a 10/10, but support from Oracle is awful. Case in point: recently over a 2-day period, there were a series of intermittent outages. Oracle actually asked US for the outage time-stamps. I would have thought that, since we were paying them, they should probably be able to tell us!
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Online Training
    Oracle
    No answers on this topic
    Workbooks Online
    Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
    Read full review
    Implementation Rating
    Oracle
    I suggest doubling the time to implement from the initial quote you get from the Sales team. That's always been the case for me for multiple EPMs now. The out-of-the-box functionality of Oracle Planning and Budgeting Cloud is pretty robust so I appreciate that and it really helped us get the ball rolling quickly.
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Alternatives Considered
    Oracle
    Oracle Planning and Budgeting Cloud fared very well against Adaptive, Anaplan, and Host Analytics. We ultimately decided on Oracle due to its reputation and strength of existing customers. We are happy with our decision.
    Incentivized
    Read full review
    Workbooks Online
    We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
    Incentivized
    Read full review
    Scalability
    Oracle
    The product is scalable
    Incentivized
    Read full review
    Workbooks Online
    No answers on this topic
    Return on Investment
    Oracle
    • Significantly reduced the amount of money we spent for the maintenance of in-house hardware.
    • We now need less employees to manage the configurations of Oracle EPM Cloud.
    • There have been many time savings as a whole to apply to more productive causes.
    Incentivized
    Read full review
    Workbooks Online
    • Allows us easy management of leads and clear visibility of opportunities for the sales team
    • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
    • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
    Incentivized
    Read full review
    ScreenShots

    Oracle Fusion Cloud Enterprise Performance Management Screenshots

    Screenshot of Process and Workflow - Flexible Workflow and Process Management - Annotations - Concurrency in UsageScreenshot of Integration - External Integration - Oracle ERP Systems and Hybrid On-Premise DeploymentScreenshot of Planning and Forecasting - Decision-Oriented Plans with Instant Feedback Loop - What-If Modeling and SandboxScreenshot of Process and Workflow - Flexible Workflow and Process Management - Annotations - Concurrency in UsageScreenshot of User Interface - Role-Based, Intuitive User Interface - Role-Based Navigation Flows - Microsoft Office InterfaceScreenshot of Integration - External Integration - Oracle ERP Systems and Hybrid On-Premise Deployment

    Workbooks Screenshots

    Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record