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Oracle Fusion Cloud Enterprise Performance Management

Oracle Fusion Cloud Enterprise Performance Management

Overview

What is Oracle Fusion Cloud Enterprise Performance Management?

Oracle 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. Oracle Cloud Enterprise Performance Management (EPM) Platform is a framework of the…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 44 features
  • Financial budgeting (38)
    9.7
    97%
  • Flat file integration (34)
    9.6
    96%
  • Forecasting (37)
    8.9
    89%
  • Scenario modeling (35)
    8.6
    86%
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Pricing

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EPM Standard

$250

Cloud
per user/per month

EPM Enterprise

$500

Cloud
per user/per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Accelerating User Adoption of Oracle Cloud EPM with James Rodgers | EPMIcast Episode 16

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

5.6
Avg 8.1

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

9.2
Avg 8.3

Report Output and Scheduling

Ability to schedule and manager report output.

9
Avg 8.2

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

5.9
Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

9.2
Avg 8.7

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.2
Avg 8.0

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.8
Avg 8.3

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

9.1
Avg 8.1

Financial Reporting and Compliance

Financial statements and regulatory filings

8.4
Avg 8.2

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.7
Avg 8.0

Integration

Ability to integrate with external applications.

9.1
Avg 8.3
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Product Details

What is Oracle Fusion Cloud Enterprise Performance Management?

Oracle 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. Oracle Cloud Enterprise Performance Management (EPM) Platform is a framework of the technical and functional components shared among Cloud EPM processes.

Oracle Fusion Cloud Enterprise Performance Management Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Additional Features

  • Supported: Embedded Financial Intelligence
  • Supported: Prebuilt Workforce Planning Business Process
  • Supported: Prebuilt Capex Planning Business Process
  • Supported: Prebuilt Project Financial Planning Business Process
  • Supported: Prebuilt Financial Statement Planning Business Process
  • Supported: Multi Device Access
  • Supported: Close Management with Intelligent Process Automation (IPA)

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

Oracle Fusion Cloud Enterprise Performance Management Video

Oracle Fusion Cloud Enterprise Performance Management Competitors

Oracle Fusion Cloud Enterprise Performance Management Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported Countries100+ countries and regions
Supported LanguagesArabic, Danish, German, Spanish, Finnish, French, French Canadian, Italian, Japanese, Korean, Dutch, Norwegian, Polish, Portuguese (Brazilian), Russian, Swedish, Turkish, Simplified Chinese, Traditional Chinese

Oracle Fusion Cloud Enterprise Performance Management Downloadables

Frequently Asked Questions

Oracle 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. Oracle Cloud Enterprise Performance Management (EPM) Platform is a framework of the technical and functional components shared among Cloud EPM processes.

Anaplan, Workday Adaptive Planning, and BlackLine are common alternatives for Oracle Fusion Cloud Enterprise Performance Management.

Reviewers rate Financial data consolidation highest, with a score of 9.8.

The most common users of Oracle Fusion Cloud Enterprise Performance Management are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(179)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our small company uses Oracle Cloud EPM for budget planning. All departments use it. They are preparing the company's operational expenses budget, capital expenses budget, and revenue budget. They are using parametric expense forecasting. Oracle Cloud EPM is very useful for parametric architecture and ideal for multi-participant budgeting.
  • Easy access
  • Simple data entry
  • Quick calculation
  • Inflexible integrations
  • You need to have an Internet connection
Oracle Cloud EPM has many features. We are using it for master data management for our company. We have organized our master data here. We use it here in a shared and participatory way. Reporting is very important us. We positioned all our financial reports in this application. In addition, it has been a great advantage for us to offer a participative and agile working environment.
Budgeting, Planning, and Forecasting (5)
80%
8.0
Long-term financial planning
80%
8.0
Financial budgeting
80%
8.0
Forecasting
80%
8.0
Scenario modeling
80%
8.0
Management reporting
80%
8.0
Consolidation and Close (7)
80%
8.0
Financial data consolidation
80%
8.0
Journal entries and reports
80%
8.0
Multi-currency management
80%
8.0
Intercompany Eliminations
80%
8.0
Minority Ownership
80%
8.0
Local and consolidated reporting
80%
8.0
Detailed Audit Trails
80%
8.0
Financial Reporting and Compliance (5)
80%
8.0
Financial Statement Reporting
80%
8.0
Management Reporting
80%
8.0
Excel-based Reporting
80%
8.0
Automated board and financial reporting
80%
8.0
XBRL support for regulatory filing
80%
8.0
Analytics and Reporting (3)
80%
8.0
Personalized dashboards
80%
8.0
Key Performance Indicator setting
80%
8.0
Benchmarking with external data
80%
8.0
Integration (3)
80%
8.0
Flat file integration
80%
8.0
Excel data integration
80%
8.0
Direct links to 3rd-party data sources
80%
8.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting (3)
80%
8.0
Drill-down analysis
80%
8.0
Formatting capabilities
80%
8.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (4)
80%
8.0
Publish to Web
80%
8.0
Publish to PDF
80%
8.0
Report Versioning
80%
8.0
Report Delivery Scheduling
80%
8.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security (4)
80%
8.0
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
80%
8.0
Multiple Access Permission Levels (Create, Read, Delete)
80%
8.0
Single Sign-On (SSO)
80%
8.0
Mobile Capabilities
N/A
N/A
  • Employee productivity increased
  • Experts devoted time to analysis
Oracle Cloud EPM is the more useful application. It also provides more functions and possibilities.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our small company uses Oracle Cloud EPM for budget planning. All departments use it. They are preparing the company's operational expenses budget, capital expenses budget, and revenue budget. They are using parametric expense forecasting. Oracle Cloud EPM very useful for parametric architecture and ideal for multi-participant budgeting.
  • Simple data entry
  • Quick calculation
  • Easy access
  • You need to have an Internet connection
  • Inflexible integrations
If you don't have an on-premises license and if you are just starting out with budget planning, this product is well suited. But if you have any license, it will burden your budget. It's ideal for multi-participant budgeting and an economical solution for OpEx, CapEx, and revenue budgeting.
Budgeting, Planning, and Forecasting (5)
94%
9.4
Long-term financial planning
80%
8.0
Financial budgeting
100%
10.0
Forecasting
100%
10.0
Scenario modeling
100%
10.0
Management reporting
90%
9.0
Consolidation and Close
N/A
N/A
Financial Reporting and Compliance (4)
82.5%
8.3
Financial Statement Reporting
80%
8.0
Management Reporting
80%
8.0
Excel-based Reporting
100%
10.0
Automated board and financial reporting
70%
7.0
Analytics and Reporting (3)
86.66666666666666%
8.7
Personalized dashboards
90%
9.0
Key Performance Indicator setting
80%
8.0
Benchmarking with external data
90%
9.0
Integration (2)
80%
8.0
Flat file integration
80%
8.0
Excel data integration
80%
8.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting (3)
90%
9.0
Drill-down analysis
100%
10.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
80%
8.0
Report Output and Scheduling (3)
90%
9.0
Publish to Web
90%
9.0
Publish to PDF
80%
8.0
Report Versioning
100%
10.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security (3)
93.33333333333334%
9.3
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
90%
9.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Mobile Capabilities
N/A
N/A
  • Employee productivity increased
  • Experts devoted time to analysis
Oracle Cloud EPM is the more useful application. It also provides more functions and possibilities.
Chris Edwards | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Oracle Cloud EPM is a world-class planning, forecasting and budgeting platform that we use in our organization across various departments to ensure that we improve our workflow, planning among other crucial roles thus work in harmony as an organization.It has enabled us implement accurate and research-based budgeting and planning actions that drive our portfolio and one that enables us to make accurate decisions concerning our future and the way we do our business. The platform has enabled us comply with the set standards in tax reporting and this has ensures that we remain in compliance with set standards. Its agile, strong and robust and fits well in all organizations with ease.It helps us prepare for any occasion/scenario that may arise within our workflow and workforce.
  • Helps us in planning and this ensures that our workflow is smooth and excellent at all times.
  • Its agile and fits well in all organizations with simplicity.
  • Customer support is available and willing to help at all times.
  • Helps us understand better the financial implications of our projects and this helps implement workable timelines in achieving them.
  • Sometimes its affected by poor internet connections affecting its usage.
  • Still some part of our workforce who are less tech-savvy had a steep learning curve in understanding how to use the platform.
Its a platform that fits well in a scenario where an organization aims to expedite their planning process and ensure that they are able to use and maximize their economies of scale and thus grow their portfolio. It will help the company bring in efficiency and this helps improve their decision making process and grow their portfolio.
It also works well in a situation where you are seeking a modelling platform to help in simulating various what-if- scenarios and this help in ensuring prudent usage of financial resources in our company.
Budgeting, Planning, and Forecasting (5)
90%
9.0
Long-term financial planning
80%
8.0
Financial budgeting
90%
9.0
Forecasting
100%
10.0
Scenario modeling
90%
9.0
Management reporting
90%
9.0
Consolidation and Close (7)
94.28571428571429%
9.4
Financial data consolidation
100%
10.0
Journal entries and reports
100%
10.0
Multi-currency management
90%
9.0
Intercompany Eliminations
90%
9.0
Minority Ownership
100%
10.0
Local and consolidated reporting
90%
9.0
Detailed Audit Trails
90%
9.0
Financial Reporting and Compliance (5)
96%
9.6
Financial Statement Reporting
100%
10.0
Management Reporting
90%
9.0
Excel-based Reporting
100%
10.0
Automated board and financial reporting
90%
9.0
XBRL support for regulatory filing
100%
10.0
Analytics and Reporting (3)
93.33333333333334%
9.3
Personalized dashboards
90%
9.0
Key Performance Indicator setting
90%
9.0
Benchmarking with external data
100%
10.0
Integration (3)
90%
9.0
Flat file integration
90%
9.0
Excel data integration
90%
9.0
Direct links to 3rd-party data sources
90%
9.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting (3)
96.66666666666666%
9.7
Drill-down analysis
100%
10.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (4)
95%
9.5
Publish to Web
100%
10.0
Publish to PDF
90%
9.0
Report Versioning
90%
9.0
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security (4)
92.5%
9.3
Multi-User Support (named login)
90%
9.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
90%
9.0
Single Sign-On (SSO)
90%
9.0
Mobile Capabilities
N/A
N/A
  • Has enabled us bring tax compliance in our company thereby avoid any legal confrontations with the government.
  • Improves the way we implement our projects eliminating any form of delay/failure.
  • Empowers our company with accurate information on our performance and this gives us a true picture of our standing of our business.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Enterprise Planning and Budgeting Cloud is used by our finance department. It is their only tool to plan financial budgets and build their forecast. The financial reports generated out of the module are used extensively for comparing the plan vs actuals. The data from our core fusion ERP system is loaded daily into EPBCS that keep the module as current as possible to compare the performance against the budgets.
  • Smartview capability provides a flexible user interaction for those finance users familiar with Excel.
  • The built-in finance adapter makes the data extract from Fusion ERP a seamless experience and proceeds with data integration as an easy chore.
  • Webstudio or financial reporting enables actuals vs plan comparisons a cleaner validation.
  • 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.
The tool is well suited for financial planning and budgeting if the dimensions are clearly defined. Other modules like projects, workforce, and capital don't seem like they have the robustness as that of the financial module. This is something the product development should improve and users should be wary of. If there is extensive dimensional configuration other than the 4 out of the box dimensions then it is worth re-considering and better to go with PBCS instead of EPBCS.
Budgeting, Planning, and Forecasting (5)
90%
9.0
Long-term financial planning
90%
9.0
Financial budgeting
90%
9.0
Forecasting
90%
9.0
Scenario modeling
90%
9.0
Management reporting
90%
9.0
Consolidation and Close (7)
80%
8.0
Financial data consolidation
80%
8.0
Journal entries and reports
90%
9.0
Multi-currency management
70%
7.0
Intercompany Eliminations
80%
8.0
Minority Ownership
80%
8.0
Local and consolidated reporting
80%
8.0
Detailed Audit Trails
80%
8.0
Financial Reporting and Compliance (5)
86%
8.6
Financial Statement Reporting
80%
8.0
Management Reporting
90%
9.0
Excel-based Reporting
80%
8.0
Automated board and financial reporting
90%
9.0
XBRL support for regulatory filing
90%
9.0
Analytics and Reporting (6)
80%
8.0
Personalized dashboards
80%
8.0
Color-coded scorecards
80%
8.0
KPIs
80%
8.0
Cost and profitability analysis
80%
8.0
Key Performance Indicator setting
80%
8.0
Benchmarking with external data
80%
8.0
Integration (3)
80%
8.0
Flat file integration
80%
8.0
Excel data integration
80%
8.0
Direct links to 3rd-party data sources
80%
8.0
BI Standard Reporting (2)
40%
4.0
Customizable dashboards
40%
4.0
Report Formatting Templates
40%
4.0
Ad-hoc Reporting (2)
50%
5.0
Drill-down analysis
50%
5.0
Formatting capabilities
50%
5.0
Report Output and Scheduling (4)
90%
9.0
Publish to Web
90%
9.0
Publish to PDF
90%
9.0
Report Versioning
90%
9.0
Report Delivery Scheduling
90%
9.0
Data Discovery and Visualization
N/A
N/A
Access Control and Security (4)
70%
7.0
Multi-User Support (named login)
70%
7.0
Role-Based Security Model
70%
7.0
Multiple Access Permission Levels (Create, Read, Delete)
70%
7.0
Single Sign-On (SSO)
70%
7.0
Mobile Capabilities
N/A
N/A
  • Planning and budgeting have become a quick win with this tool.
  • Excel Smartview has good user experience.
  • Plan vs. actual comparison can be done in near real-time with the ease of financial adapter configuration.
Oracle Enterprise Planning Cloud has a well-defined objective for financial users with their budgeting and forecasting. We don't have another tool to do this with our core ERP cloud. Excel Smartview capability provides users with an easy user interface for doing their day to day operations in a relatively convenient manner. Forecasting is possible at the same time on the same tool with actual and plans data readily available.
I didn't have many issues to take it to customer support, but whatever I logged I got answers almost the same day. The tool is pre-designed for a specific purpose and should be executed with that in mind. If we follow all the aspects of this definition then we should be able to use this tool without major issues and get it addressed internally.
10
EPBCS users are high level executives. They are the finance users and users from accounting that mostly use the tool. However the reports and data generate from that tool are used extensively by our top management for SEC reporting and for their trend analysis. We do have some more users from Operations who serve as the end users of this tool as well.
2
People supporting this tool are primarily IT and software engineers. This tool is not a maintenance overhead and beyond that it is on Cloud. The tool does require advanced skillset to troubleshoot while interacting with Oracle Support for complicated load issues and to use EPMAutomate. We are currently implementing single sign on for this environment, so we need someone with a good knowlege of security as well.
  • Accurate revenue numbers
  • trend analysis
  • token authentication failure issue when the source connection password expired and wasn't updated
  • Datawarehouse type of reporting needs like trend analysis etc that couldn't be accomplished with ERP Cloud
  • We are planning to expand the current finance only offering to Capital, Projects and Workforce
  • Leverage its data into FCCS and ARC
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.
No
  • Price
  • Product Features
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
  • Analyst Reports
Our single most important factor was to realize the business need with minimum customization. This tool was initially visualized only for business users so that expectation was pretty much the only expectation by far. Next the search for a good vendor reputation. We are glad that we went with Keste, cuz the tool is pretty much functional as it is even with changing business needs
We are happy with the tool as it is. But if I had to change, I would except the tool to offer out of the box adapters to integrate Capital, Projects and Workforce modules seamlessly into EPBCS. This functionality is not available and it is still via Excel uploads. This is cumbersome.
No
I don't think that should be an option at all. In order to gain good customer reputation, businesses should offer proactive customer support for the genuine issue needs of their customers. If there's an option for premium support then it should be fairly reasonable from the lifetime ofer perspective rather than just expediting the issue resolution process
No
Oracle customer support for EPBCS is excellent. They understand the issues pretty well and often come back with prompt resolution. Once I had an issue with SSO configuration in our pod. The actual issue was that a wrong ERP instance was already configured into our pod which removed the option to configure a new identity provider for our pod. This issue was addressed promptly by engaging the right action group.
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