taming the wild cafr! - oatug
TRANSCRIPT
Session ID:
Prepared by:
Remember to complete your evaluation for this session within the app!
11054
Taming the Wild CAFR!
City of Bellevue’s Journey Using Enterprise Performance Reporting Cloud
April 07, 2019
Jay Chapman
Sr. Consultant
Sierra-Cedar
Mr_JdubbC_EPM
Before We Get Started
1. Bellevue’s situation is a unique one!
–The Perfect Storm
2. This is not a “Tips and Tricks” Session
–Identify “red flags” to help ensure your organization
is successful.
Agenda
• Introductions
• How the West Was Won
• The Legend of Bellevue
• The Good, The Bad, and The Ugly
Objectives
Objective 1: •Attendees will be able to compare Enterprise Performance Reporting Cloud to
other reporting methods.
*Objective 2: •Attendees will have a better understanding of common errors to avoid to
prevent wasting time when using Enterprise Performance Reporting Cloud.
*Objective 3: •Participants will have a better understanding of common errors to avoid to
prevent wasting money when using Enterprise Performance Reporting Cloud.
*Objective 4: Provide key reasons to ensure your first Enterprise Performance Reporting
Cloud Report is successful.
Objective 5: Attendees will gain a better understanding of Enterprise Performance
Reporting Cloud.
Jay Chapman
Senior Consultant
Jay Chapman is a functional and technical professional with
15 years of experience working with Oracle’s Enterprise
Performance Management, PeopleSoft, and Oracle’s
Enterprise Performance Management Cloud which includes
Planning Budgeting Cloud, Enterprise Planning Budgeting
Cloud, Enterprise Performance Reporting Cloud, and Oracle Analytics Cloud. His
industry background comprises of administering Hyperion Planning and Hyperion
Public Sector Planning and Budgeting, as well as testing, troubleshooting, and
migration across environments. He has a finance background in higher education
with an emphasis on budgeting, forecasting, and reporting. Jay is an Oracle Hyperion
Planning 11.1.1 Implementation Specialist and an Oracle Enterprise Performance
Reporting 2016 Cloud Service Specialist. He also helped co-write the certification
exam for Enterprise Performance Reporting Cloud.
Howdy Partner!
6
EmployeesService & Solution AreasApplication Services
Business Intelligence
Host & Managed Services
Infrastructure Services
Integration & Cloud Solutions
Research
Strategy
Training
Delivering industry-focused client success by providing consulting,technical, and managed services for the deployment, management and
optimization of next-generation applications and technology.
Industry FocusCommercial
Healthcare
Higher Education
Public Sector
Justice & Public Safety
Sierra-Cedar Fast Facts
Years of Leading
HR Systems Survey &
Thought Leadership
7 19 950+
5
Consulting
Projects
1,500+
❖ Was founded in 1869 and officially incorporated in 1953.
❖ Is the fifth largest city in the state of Washington and located on the
eastern shore of Lake Washington, 11 miles east of Seattle and 40 miles
north of Tacoma.
❖ Operates under a Council-Manager form of government, with seven council
members elected at large by voters of the city.
❖ Provides a full range of local municipal services, including police and fire
protection; emergency medical services; construction and maintenance of
streets and traditional municipal infrastructure; planning and zoning; park and
recreational activities; and cultural events.
❖ Is an economic hub. The principal employers located in Bellevue are Microsoft
Corporation, T-Mobile USA, Expedia, Overlake Hospital Medical Center, and
Boeing.
❖ Encompasses 33.51 square miles, with 77 parks, 93 miles of trails, 46
playgrounds, 2 golf courses, and 7 swimming beaches or pools.
❖ Received the highest rating by the two most used bond rating agencies,
Standard & Poor’s and Moody’s, for the past 20 years.
The City of Bellevue
• Narrative-based management and external reporting in one solution
• Integrated Regulatory Reporting (Disclosure Management, Tax Reporting, etc.)
• Centralized EPM Cross-Cloud Reporting Hub
• Complete: Authoring, collaboration, commentary and delivery
• Report Development Lifecycle Management
• Leverage existing documents, data sources and reporting content
• Secure: Role-based, auditable access on desktop and mobile devices
Overview
The Narrative, Management and Regulatory Reporting Platform
What is EPRCS?
Narrative Reporting
• Tasks, development phases & workflow
• Any Excel-supported data source
• Report Packages
Management Reporting
• Highly formatted reports
• EPM/BI Cloud data sources
• Can be used in Report Packages
Application
• Multi-dimensional engine
• 1 Application
• Up to 5 models
Disclosure Management
• XBRL
• Supports regulatory filings
• Taxonomy designer
Why is EPRCS Important?
Complete Cloud Solution Standalone Solution Flexible
Works with any Excel data source
Oracle’s Strategic Reporting Solution
“We chose EPRCS because several people can be in the document at once, to help with formatting issues, to create an automatic table of contents and for the future use of it to create the Budget document.
Why Bellevue Chose EPRCS
• Users can be in the Report Center and work on
doclets at the same time.
• Instant visibility to the progress and status of
the reporting lifecycle.
• Efficiently bring SMEs in and
out of the process based on their role.
• Secure at all levels to handle sensitive
content, from network to storage.
• Content access based on role.
The Good: Promotes Collaboration
Two types of variables in EPRCS:
❖ Static
– Uses static input that is defined by the user, such as dates, common text or a set value,
which can be used throughout the report package. These static variables can be easily
updated, and all doclet instances of the variable value
❖ Reference
– These variables are created by referencing another doclet or reference file within the
report package as the source and selecting the value for the variable, such as text in a
Word paragraph or an Excel cell value. If the source document is subsequently updated,
those changes are automatically updated in the inserted instances of the variable in the
report package.
The Good: Variables
• Able to shorten development time for next year’s
CAFR by utilizing variables.
• Able to maintain centrally
• Can use directional
text with reference
variables and Excel
functionality
The Good: Variables
❖Reference doclets contain commonly used report content where
certain types of reporting content is created.
❖Authors can then embed that content in their assigned areas of
the report package.
❖Embedded content can be reused as required throughout the
report package, and is refreshable, so the content will always
reflect the latest data.
The Good: Reference Doclets and Embedding
❖ Reusable content from a
single source.
❖ Tedious and time
consuming process for
first year only. Easy
maintenance on-going.
❖ Content is refreshed
automatically.
❖ Embedded content is
protected.
The Good: Reference Doclets and Embedding
Contrary to popular belief, EPRCS does not speed up your report
building time on the first try!
The Bad: Aggressive Timeline
Recommendations
❖ Keep deadlines in mind when purchasing EPRCS.
❖Work in parallel.
❖ Ensure you have the proper resources, i.e. IT Support.
❖ Know how to escalate issues with Oracle Support.
The Bad: Aggressive Timeline
Some of the formatting issues that Bellevue experienced:❖ Auto table of contents not producing exact replica of past TOCs.
❖ Updated named ranges reverting back to original.
❖ Rendering changing format appearance from Word/Excel.
The Bad: Formatting and Creating the Initial Report
Style Sample❖ The report package style sample document contains the page attributes (for Word-based report packages) or
slide masters and layouts (for PowerPoint-based report packages) for the report. ❖ When individual doclets are uploaded to the report package, the style sample is applied to each of them so
that the final report is uniform and consistent.
Font❖ This will ensure the most accurate rendering of the documents when viewing on the web.❖ Without these uploaded fonts, EPRCS uses a font mapping utility that attempts to properly render the report
on the web. However, this mapping may introduce variances in the report layout when displayed on the web.
The Bad: Formatting and Creating the Initial Report
Session ID:
Remember to complete your evaluation for this session within the app!
11054
Don’t Forget to
Complete your evaluation within the app!All Strongly Agrees would be greatly appreciated!
1. Do not expect to rebuild your CAFR the exact same way as you have before.• You’ll have to change your content to be supportive of EPRCS usage. –Al Marciante
2. Use Oracle Support and use them wisely.
3. Make sure that IT is looped in in case of issues pertaining to firewall, network,
servers, etc.
4. Identify other customers via Customer Connect.
5. Ensure that someone has technical aptitude to help troubleshoot problems.
6. It’s OK to use workarounds, especially if there is no fix.
The Ugly: Failure to Manage Expectations
Session ID:
Remember to complete your evaluation for this session within the app!
11054
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