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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 7.7

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 8.3

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 Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(179)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Greg Grey | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Being used by our Corporate FP&A department for Strategic Modeling and Budgeting.
  • It mimics HSF, but doesn't require the infrastructure or upgrades that HSF does.
  • Currently there is a big functionality gap, in that iterations of models cannot be saved off unless scripts are written to do this. Oracle has promised Direct Migration functionality will be available in their May release.
EPBCS is excellent for Strategic Modeling.
Budgeting, Planning, and Forecasting (5)
48%
4.8
Long-term financial planning
N/A
N/A
Financial budgeting
80%
8.0
Forecasting
80%
8.0
Scenario modeling
80%
8.0
Management reporting
N/A
N/A
Consolidation and Close (7)
15.714285714285714%
1.6
Financial data consolidation
80%
8.0
Journal entries and reports
N/A
N/A
Multi-currency management
N/A
N/A
Intercompany Eliminations
30%
3.0
Minority Ownership
N/A
N/A
Local and consolidated reporting
N/A
N/A
Detailed Audit Trails
N/A
N/A
Financial Reporting and Compliance (5)
N/A
N/A
Financial Statement Reporting
N/A
N/A
Management Reporting
N/A
N/A
Excel-based Reporting
N/A
N/A
Automated board and financial reporting
N/A
N/A
XBRL support for regulatory filing
N/A
N/A
Analytics and Reporting (6)
N/A
N/A
Personalized dashboards
N/A
N/A
Color-coded scorecards
N/A
N/A
KPIs
N/A
N/A
Cost and profitability analysis
N/A
N/A
Key Performance Indicator setting
N/A
N/A
Benchmarking with external data
N/A
N/A
Integration (3)
N/A
N/A
Flat file integration
N/A
N/A
Excel data integration
N/A
N/A
Direct links to 3rd-party data sources
N/A
N/A
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting (3)
N/A
N/A
Drill-down analysis
N/A
N/A
Formatting capabilities
N/A
N/A
Report sharing and collaboration
N/A
N/A
Report Output and Scheduling (4)
N/A
N/A
Publish to Web
N/A
N/A
Publish to PDF
N/A
N/A
Report Versioning
N/A
N/A
Report Delivery Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security (4)
N/A
N/A
Multi-User Support (named login)
N/A
N/A
Role-Based Security Model
N/A
N/A
Multiple Access Permission Levels (Create, Read, Delete)
N/A
N/A
Single Sign-On (SSO)
N/A
N/A
Mobile Capabilities
N/A
N/A
It was a great "first cloud project" for our organization.
  • No real impact as of yet...pretty much mimics what we had in HSF.
  • none
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!
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.
Aissam Drai | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oracle Account Reconciliation Cloud is used by finance. It is used to reconcile accounts during period-end activities.
  • Automate the reconciliation process
  • Contributes to reducing the time it takes to close the books
  • Automate the reconciliation process
  • It would be great to embed AI (Artificial Intelligence) into ARC so that it learns the reconciliation error patterns
  • RPA (Robotic Process Automation) could be a good addition to ARC to automate the full process of reconciliation and correction
ARC is well suited for period and year-end close process.
Budgeting, Planning, and Forecasting (4)
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 (6)
90%
9.0
Financial data consolidation
90%
9.0
Journal entries and reports
90%
9.0
Multi-currency management
90%
9.0
Intercompany Eliminations
90%
9.0
Local and consolidated reporting
90%
9.0
Detailed Audit Trails
90%
9.0
Financial Reporting and Compliance (3)
86.66666666666666%
8.7
Financial Statement Reporting
90%
9.0
Management Reporting
90%
9.0
Automated board and financial reporting
80%
8.0
Analytics and Reporting
N/A
N/A
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)
83.33333333333334%
8.3
Drill-down analysis
80%
8.0
Formatting capabilities
80%
8.0
Report sharing and collaboration
90%
9.0
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security (3)
80%
8.0
Multi-User Support (named login)
80%
8.0
Role-Based Security Model
80%
8.0
Single Sign-On (SSO)
80%
8.0
Mobile Capabilities
N/A
N/A
  • Process streamlining
  • Efficiency
  • Time reduction
EPM was the only product we have evaluated.
We have been receiving good support so far from Oracle through the CSM we deal with.
70
Core Finance business users and users from different other departments
2
1 functional and 1 technical
  • Budgeting & planning for Opex/Capex and Manpower
  • Profitability and Cost Management
  • Chatbot
  • Digital Assistant
  • Enable ARC
  • Enable performance reporting
The product has made a difference in the way we run our operations
No
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Existing Relationship with the Vendor
  • Analyst Reports
Product features
We would do it the same way.
  • Third-party professional services
Evosys
Yes
FCCS
EPBCS/Manpower
EPBCS/Capex & Opex
Change management was a major issue with the implementation
We need to take more time with the business stakeholders explaining to them what the product could do for them and how they could benefit from it.
  • EPM is not always a plug and play product
  • It requires a different technical skill set (ESBASE)
  • no training
The interface is easy to learn but we faced a challenge with the technical knowledge which requires a different skillset (ESBASE)
EPM is only good if you have the right structure set up in your environment.
The core financial structure needs to be streamlined before you should consider implementing EPM
No - there is no facility to customize the interface
No - the product does not support adding custom code
NA
No
The exceptional support is usually received through the CSM not through Oracle support directly
  • Reporting
  • Consolidation
  • Budgeting recharges
  • ARC
EPM usability is good in some modules but needs some improvement in others
The product is scalable
EPM has been so far available all the time
The product performance is so far very good
  • EBS
The integration was smooth
  • NA
NA
  • File import/export
  • Single Signon
HDL
It is simple
The vendor was good
There should have more involvement from the vendor after the implementation
Pricing
NA
No
  • NA
  • New features
No
No
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