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Fusion Accounting Hub Reporting Cloud

Copyright 2015 Fujitsu America, Inc. All rights reserved.

Anil Patil Director, Oracle Center Of Excellence Business and Application Services [email protected] www.oracle.anilrpatil.com

mailto:[email protected]

http://www.oracle.anilrpatil.com/

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About Fujitsu

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Quick Facts Global Presence Fujitsu By the Numbers ■ We do everything in ICT. We use our experience and the

power of ICT to shape the future of society with our customers.

■ We operate in five regions and more than 100 countries ■ 162,000 Fujitsu people support customers in more than

100 countries. ■ Fortune named Fujitsu as one of the “World's Most

Admired Companies” three years in a row (2013, 2014 and 2015)

*Source: Gartner, *2013 IT Services Vendor Revenue. " Market Share: IT Services, 2013" 31 March 2014(GJ14174)

Fujitsu in North America Fujitsu and Oracle

■ Japan’s largest IT services provider and No. 4 in the world.*

■ US $46.2 Billion Global Revenue ■ 46% of Global Revenue from IT Services ■ Serves more than half the Global Fortune 500 ■ Over 18,500 employees are engaged in R&D within

the Fujitsu Group ■ US$2B investment to FY16 (Business & Social

Innovation, global delivery)

■ More than 60 years operating in the Americas; strong footprint in the market

■ A flexible and adaptable local partner with offices and key resources in every major market across the continent

■ More than 6,500 employees serving customers in the U.S., Canada and the Caribbean

■ Research and development operations in California, Texas and North Carolina

■ State-of-the-art data centers in California, Texas, North Carolina, Saskatchewan and Trinidad

■ Global service desks in Quebec and Costa Rica ■ Cloud and private hosting services provider

■ Over 30 years of partnership ■ 2nd largest Oracle reseller globally ■ One of only 12 Oracle Diamond Partners globally ■ Over 50 Oracle Specializations and 13 Advanced

Specializations ■ US$1 Billion Oracle business is managed at Fujitsu ■ Significant expertise delivering Oracle projects across

geographies and industries ■ Private hosting/cloud capability for Oracle customers ■ Focus areas include: ERP, legacy modernization,

consulting and systems integration services and applications management services

■ Oracle Focused Solution Offering: Fujitsu Automotive Supplier Solution Set – FAST Flows

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Why: Why do you need the FAH Reporting Cloud Service?

What Challenges does it address?

What: What is provided with the FAH Reporting Cloud

Service?

How: How can you access the Service?

Agenda

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Let’s Clear Some Acronym Confusion First

FSAH: Financial Services Accounting Hub (EBS)

FAH: Financial Accounting Hub (EBS) FAH: Fusion Accounting Hub (Fusion) FAH Reporting Cloud (EBS co-existence with

Fusion)


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Why? (The Problem) What are the Current Challenges

FSG: Financial Statement Generator is more than a decade old GL reporting tool. Difficult to create and maintain

Text outputs – No Graphic Capabilities

Formatting Options are insufficient

Static Reports – Cannot analyze data by changing the dimensions

Insufficient ad hoc Reporting Capabilities

Third party Excel based reporting solutions

Customers no longer want to invest in On-Premise reporting solutions


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The Solution

Fusion Accounting Hub Reporting Cloud Service


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Who is it for? Customers who are on EBS R12.1.3+

Customers who want improved financial reporting and analysis

Customers who have challenges with Financial Statement Generator (FSG’s)

Customers who have third party add-on reporting solutions, but want to move to an Oracle supported solution

Customers who want interactive Mobile reporting solutions

Customers who want to move to the cloud and looking for low risk test case or incremental adoption


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What? – Reporting Hub Cloud Service


EBS 12.1.3+

General Ledger

Out-of-the box synchronization of EBS setups and balances Embedded Essbase multi-dimensional cube Instantaneous results to live data Secure, self-service, centralized access to live reports and

snapshots Integrated Smartview for MS Office Account Monitor and Account Inspector Drill down from balances to Journals

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Accounting Hub Reporting Cloud Service


Real-Time Multi-Dimensional Reporting/ Analytics for your existing R12 General Ledger

Image Source: Oracle

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What does it include? Fusion Financial Reporting Center


Financial Reporting Center

Financial Reporting Account Monitor and Account Inspector Smart View

Financial Reporting Workspace

Financial Reporting Studio

Oracle Fusion General Ledger Pre aggregated

Balances

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Fusion Financial Reporting Center Financial Reporting Boardroom ready financial reports PDF, HTML, Excel Output options Live data or snapshot with static data

Live and interactive financial reports Expand parent values to view the next level of hierarchy Drill down to underlying journals

Books Group reports to view or print at the same time

Batches Group reports or books for scheduling Batch-Bursting Options (email or print)


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Fusion Financial Reporting Center


User Point Of View

Grid Point Of View

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Fusion Financial Reporting Center Financial Reporting User Point Of View Default dimension member per

dimension per user Value persists across reports

and across sessions

Grid Point Of View Default dimension member for

a dimension on a report grid The value can be changed by

a user, but it will not persist across sessions and will not impact other users

Can be hidden


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Account Monitor Proactive monitoring of your critical balances User-configurable rules and thresholds Be alerted to account balances that exceed thresholds Year over Year or actual vs budget comparison Embedded intelligence built-in to assess the change (favorable

vs unfavorable) Drill to view break down of balances for each child value that

rolls up to the parent value

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Account Monitor

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Account Monitor

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Account Inspector Interactive ad-hoc inquiries on a web page Expand and collapse parent values easily Move dimensions from page to row or column to obtain

different views of your data.

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Smart View Financial Balance Ad-Hoc Analysis Tool Ad-hoc multi-dimensional pivot analysis combined with full

Excel functionality Support the following functionalities: Drag and drop

dimensions to row, column or page Perform multi-dimensional analysis, pivot, drill Drill from any parent to the next parent level Drill to detail balances and journal lines Utilize Excel’s built in features (calculations, graphs, etc) Save reports and queries offline, then reconnect to live data by

opening the spreadsheet Email the spreadsheet to distribute reports

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Smart View

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Financial Reporting Smart View Oriented towards Information Users Oriented towards financial analysts or

power users (requires familiarity with cube dimensions)

Fixed format reports - limited to dimension pre-defined in the report definition

Pivot across any dimensions to perform ad-hoc analysis

Calculations, graphs need to be added in the report definition

You can add calculations, graphs using Excel built-in functionalities

Need Financial Reporting Studio to develop the reports

Need Smart View Excel Plug-in

Similarities Both access the same data source You can expand within the report to go to the next level You can drill to detail balances

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Financial Reporting Studio Client based report authoring tool Object based reporting (objects are reusable across multiple

reports) Drag and drop report components Insert additional report objects (text boxes, images, charts) Insert rows and columns (data, formula, text) Select dimension member using member selection or functions Add calculations or mathematical functions

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Financial Reporting Studio

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Financial Reporting Workspace Used by Reporting Administrators Maintain your folder structure for storing reports, report

objects and snapshot reports Secure and control access to reports and report objects Create books or financial report packages for distribution to

management for review Run or schedule financial reports, books, and snapshot reports

for distribution You can run the Financial Reporting Studio reports from the Financial Reporting Center or the Workspace, but you can schedule the Financial Reporting Studio reports from the Workspace

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FRC v/s Workspace v/s FR Studio FRC is more simplified user interface for running reports/books

only All users (accountants, CFO, line level managers)

Workspace is browser tool for power users accessed from FRC task: Multiple tabs to display multiple reports at one time Create books, create batches, schedule batches, perform admin

functions

Financial Reporting Studio is report authoring application for distribution Installed on your pc

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Financial Reporting Optimized for Tablet


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Oracle Social Network Tied to Reports


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Account Monitor Optimized For Tablet


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Interactive Sunburst Visualization


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Recap of Reporting Cloud Service Features

General Accounting Dashboard

Financial Reporting (FR Studio)

Built-in Essbase multi-dimensional cube

Account Monitor and Account Inspector

OTBI (GL Subject Areas)

Smartview Ad Hoc Reporting in MS Office

Oracle Social Network

Financial Reporting for the Tablet

Sunburst visualization


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Data Sources for Reporting Tools


Reporting Tool

User Navigation Data Source

Consumers Authors

Financial Reporting

Financial Reporting Center Financial Workspace

GL Balances

External Stakeholders, Senior Management

General Accounting Manager, General Accountant

Account Monitor

General Accounting Dashboard Financial Reporting Center

GL Balances



Account Inspector

Financial Reporting Center

GL Balances

Smart View

Excel Add-In GL Balances

General Accounting Manager, Financial Analyst

General Accountant, Financial Analyst

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STEP 1: Sign Up cloud.oracle.com


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Step 2 – Complete 1 Page EBS Setup


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Step 3 - Oracle will do the following Synching your EBS set up to the cloud (chart of accounts,

calendars, ledgers, value sets, segment values, hierarchies, etc.) Transferring your GL balances to the cloud Generating a set of Financial Reports Creating a process to stream balances from EBS to the cloud Sending you an email


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Step 4 - How Fujitsu can help? Conduct Cloud Reporting Training for your company Develop reports in Financial Reporting Studio for you Project Manage your entire financial reporting transition to the

Cloud Provide Advisory Service to help you with your Cloud Strategy


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Next Steps


Next Steps

Review your Reporting Requirements Explore cloud.oracle.com Feel free to contact me: [email protected] www.oracle.anilrpatil.com LinkedIn

mailto:[email protected]

http://www.oracle.anilrpatil.com/

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