What Is Narrative Reporting: and Why Do Your Customers Care

What is Narrative Reporting
And why do your customers care
Chris Grim, Group Vice President NAS EPM Sales

Hari Sankar, Group Vice President, Product Management
Steve Draper, Sales Consulting Manager
March 6, 2015
Oracle Confidential
Copyright 2015, Oracle and/or its affiliates. All rights reserved. |
Internal/Restricted/Highly Restricted
Agenda
EPRCS and Q4
EPRCS SWAT Team
Questions
Upcoming Events
Oracle Confidential Internal/Restricted/Highly
Restricted

Combining Data (What)
with Business
Commentary (Who, When,
Where, and/or Why)
Presented in expository
and descriptive
paragraphs, as opposed to
just tables and charts.
Copyright 2015 Oracle and/or its affiliates. All

rights reserved.
Value of Narrative Reporting

Looking at Data Only.
What does it tell you?
Value of Narrative Reporting

Looking at Data Only.
What does it tell you?
Looking at Data +
Narrative What does it tell
you?
Todays
Management
and Narrative
Reporting
Processes &
Tools Fall Short
Today, most management

reporting processes are
manual and ad-hoc
Error-prone in combining
Data (what) with Narrative
(who, when, why)
Challenging to bring
Subject Matter Experts into
the process
Lacks versioning and
auditing functionality

rights reserved.
EPM Cloud
Oracle Enterprise Performance Reporting Clo

Service
Address Internal and Statutory Financial

Reporting Needs
Narrative-based management reporting
and external disclosures in one solution
Complete: Authoring, collaboration,
commentary and delivery
Secure: Role-based, auditable access on
desktop and mobile devices
Enterprise Grade: Security, High
Availability, Scalability
Fully Managed: Patched, Backed Up,
Upgraded by Oracle

7
rights reserved.
Enterprise Performance Reporting Cloud Service
Operations
Reviews
Board Packages
Project Funding Proposals
Group Budget Reviews
Regulatory
Reporting
Public Disclosures
Audit Reports
Stakeholders
Authors
Report
Owners
Approvers
Signers
Enterprise
Performance
Reporting Cloud
Reviewers

Restricted
Target Customers
Large businesses or divisions within large companies, with annual
revenues over $1B
Customers with relative maturity in the deployment and use of EPM
and BI solutions
Ideal customers will have at least 1 EPM app (HFM and/or Planning) deployed and
in use for a few years, in addition to BI adoption
Well managed companies or divisions with a culture of goal setting,

regular monitoring and management reviews
Tactically, recent issues related to financial re-statements may be a good
indication of the need to squeeze out risk in the reporting area
EPRCS is a horizontal play

Applicable across manufacturing and services organizations
rights reserved.
Target Buyers / Decision Makers at these

Customers
VP / Director of FP&A
VP of Finance at the Division / Business Unit level
VP / Director of Investor Relations
Director / VP Business Operations reporting into COO or CFO
VP level IT exec supporting EPM/BI needs

rights reserved.
10
Target Use Cases

Monthly / Quarterly Business Performance Review
documents to internal management e.g. Board Books,
Business Briefing documents, Business Unit or Divisional
Performance Review documents
Authoring of Annual / Quarterly reports for publication to
external audiences i.e. stockholders, regulatory agencies
Monthly / Quarterly reports on Sustainability e.g. carbon
footprint reporting for internal and external purposes
Periodic reports submitted to industry agencies e.g.
Reporting by Utilities to FERC (Federal Energy Regulatory
Commission)

rights reserved.
11
Target Use Cases (contd.)

Project Updates related to capital projects, contracts, longrunning initiatives etc. These may be especially important
for A&D companies, contract manufacturers, large
professional services businesses etc.
Other periodically published documents with the following
attributes:
Incorporates data from enterprise systems (ERP, EPM or other
homegrown apps)
Includes narrative commentary in addition to numbers and charts
Narrative commentary needs to be authored by a team of analysts
and managers working in collaboration
Regular process cadence i.e. the process is repeated on a monthly /
rights reserved.
12
SWAT Team Members

EPM SC Team
Randy Hartman
Tammy Brinkley
Steve Ekanger
Louis Robinson
Mike Malwitz
Eric Begg
Rob Foyteck
Jeff Jacoby
Suzi Quatman
Greg Giles
Jim Springer
Jeff Miller
Lesley Adams
Jonas Referente
Landi Hawk
Scott Eckels
June Walker
Anne Norris
Josh Kamenecka
Julie Demauro
Jim Bolger
Chris Muli
Todd Grigsby
Joel Beisner
Eric Telhiard
Steve Draper
Product
Management
Al Marciante
Tom Lefebvre
Dave Roberts
Bill Fox
Product Marketing
Jennifer Toomey
Laura Durkin
Wayne Heather
Product
Development
Toufic Wakim

Restricted
13
Questions and Answers
Upcoming EPM Community Calls

March 13 EPRCS #2-Oracles Solution and Pricing
Mar 20 EPRCS #3-Who is the Competition and How to Sell
Against Them
Copyright 2015, Oracle and/or its affiliates. All rights reserved.

Oracle
|
Confidential Internal
15
Upcoming EPM Demand Gen

Oracle NAM Lead
March 11 | EPM Day Conference | Santa Clara, CA
March 15| HEUG Alliance| Nashville, TN
March 18 | EPM Day Conference | Chicago, IL
March 18 | EPM Day Conference | Dallas, TX
Oracle BDC
DRM Webcast with Cervello and Eaton Vance at 1PM ET on
March 18
March 19-kick off PBCS for Sales calling campaign with call
to action a webcast with KPI and their customer Dino
Oracle OD
Oracle
|
16
Upcoming EPM Demand Ge

Partner Lead
March 10 | EPM BI Day with Sierra Cedar | Reston, VA
March 12| Hackett 2-day workshop on EPM | Houston, TX

Oracle
|
17

What Is Narrative Reporting: and Why Do Your Customers Care

Uploaded by

Copyright:

Available Formats

What Is Narrative Reporting: and Why Do Your Customers Care

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

What Is Narrative Reporting: and Why Do Your Customers Care

Uploaded by

Copyright:

Available Formats

What is Narrative Reporting

And why do your customers care

Chris Grim, Group Vice President NAS EPM Sales

What is Narrative Reporting

Copyright 2015 Oracle and/or its affiliates. All

Value of Narrative Reporting

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Value of Narrative Reporting

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Today, most management

Copyright 2015 Oracle and/or its affiliates. All

Oracle Enterprise Performance Reporting Clo

Address Internal and Statutory Financial

Copyright 2015 Oracle and/or its affiliates. All

Enterprise Performance Reporting Cloud Service

Oracle Confidential Internal/Restricted/Highly

Well managed companies or divisions with a culture of goal setting,

EPRCS is a horizontal play

Target Buyers / Decision Makers at these

Copyright 2015 Oracle and/or its affiliates. All

Target Use Cases

Copyright 2015 Oracle and/or its affiliates. All

Target Use Cases (contd.)

SWAT Team Members

Oracle Confidential Internal/Restricted/Highly

Questions and Answers

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Upcoming EPM Community Calls

Copyright 2015, Oracle and/or its affiliates. All rights reserved.

Upcoming EPM Demand Gen

Upcoming EPM Demand Ge

Copyright 2015, Oracle and/or its affiliates. All rights reserved.

You might also like