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© Copyright 2015. Apps Associates LLC. 1
Access Financial Data in the Cloud with Oracle Fusion Financial Reports Center
August 13, 2015
John Schmottlach VP, Applications Delivery Apps Associates LLC
© Copyright 2015. Apps Associates LLC. 2
Confidentiality Statement
The content of this document is proprietary, confidential information pertaining to Apps Associates’ products, services, solutions and methods. Information herein is intended for use by the client or prospective client only and must not be shared with any third party without consent from Apps Associates.
© Copyright 2015. Apps Associates LLC. 3
Agenda
• Introductions
• ERP Cloud (Fusion) General Ledger Financial Reporting Center
– Reports and Books
– Account Monitor
– Account Inspector
– Financial Reporting Studio
• Demo
• Wrap Up
© Copyright 2015. Apps Associates LLC. 4
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Introductions
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About Apps Associates
Expertise, Scale and Price Point to Make Customers Successful
• Global Reach for Global Customers
– Founded in 2002 – 650+ employees
– Boston area HQ – locally based consultants
– Veteran Resources – average 15+ years experience
– US (Boston, NY, Chicago), Europe, India, Middle East
• Focused Oracle Cloud Applications (Fusion) Practice
• Expertise in Applications, Integration, Business Intelligence
• Dedicated Life Sciences Vertical – 35% of Our Business
• Flexible and Effective Global Delivery Model
– 50% Project Implementation
– 50% Support and Managed Services
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Dedicated Oracle Cloud Experience
• Dedicated Cloud practices related to ERP, HCM, Sales Cloud, and CPQ Cloud
• Oracle Certified consultants on each team in the US and India
• Functional business analysts lead the onsite team
• BI and Hyperion skill sets help round out the team for the embedded tools
• Integration teams support data movement between Oracle Cloud and non-Oracle systems
PBCS
BICS
ERP Cloud
HCM Cloud
Sales Cloud
CPQ Cloud
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Common Financial Reporting Issues
Financial Reporting Pain Points
• Easy Access to Frequently Used Reports
• Ultimately Want Data in Excel or PowerPoint or Word
• User Forced to Perform Ad-Hoc Queries to Reconcile Data
• End Users Can’t Create Their Own Reports
• Charts and Graphs in Excel
• Separate Reports for Different Cost Centers and Companies
• Historical Account Hierarchies Cannot be Viewed
• Reports Manager/FSGs are Limited in Functionality
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Financial Reporting Center
Improved Financial Reporting Capabilities
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Interactive Reporting
• Drillable Values
• Expandable Account Lists
• Dimension Reporting
• Export formats – HTML, PDF, Word, PowerPoint
• Annotations
• Query-Ready Modes
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Financial Reporting Studio
• Build reports off GL data
• Hyperion performance
• Easy to create and maintain
• Powerful seeded analytic tools
• Deploy Variance reporting easily
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Query Ready Modes
• Query-ready exports to Excel
• Refresh data for real time updates
• Drill back into ERP Cloud GL Application
© Copyright 2015. Apps Associates LLC. 12
Query Ready Modes
Detail balances with multiple search parameters
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Account Inspector
• Drag and Drop Dimensions for Account Analysis
• Multiple Parameters and Drill Capabilities
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Live Demo
© Copyright 2015. Apps Associates LLC. 15
What Did We Learn
Financial Reporting Pain Points
• Easy Access to Frequently Used Reports
• Ultimately Want Data in Excel or PowerPoint or Word
• User Forced to Perform Ad-Hoc Queries to Reconcile Data
• End Users Can’t Create Their Own Reports
• Charts and Graphs in Excel
• Separate Reports for Different Cost Centers and Companies
• Historical Account Hierarchies Cannot be Viewed
• Reports Manager/FSGs are Limited in Functionality
Fusion Benefits
• In Application Folders and Excel
• Export Capabilities
• Drill Back to Account Inspector
• Templates and Tools
• Graphs in the Application
• GL Account Security Rules
• Effective Data on Hierarchies
• Hyperion-based Reporting Tools
© Copyright 2015. Apps Associates LLC. 16
Connect with Us
Web: www.appsassociates.com
Email: [email protected]
YouTube: www.youtube.com/user/AppsAssociates
LinkedIn: www.us.linkedin.com/company/Apps-Associates
Twitter: @AppsAssociates
Facebook: www.facebook.com/AppsAssociatesGlobal
Google+: www.plus.google.com/+AppsAssociatesGlobal/
Thank You!
