1 Learn and Connect Checklist for Planning Service Administrators

Welcome, Planning Service Administrators!

Here’s a checklist to help you learn about Planning with links to training, reference materials and community resources.

Learn about Planning

1. Orient yourself with Planning by watching this video tour. (8 minutes)
2. Read a Planning overview. (5 minutes)
3. Step through a tutorial about the Help Center, your one-stop shop for different kinds of assistance, to explore learning resources. (10 minutes)
4. Visit the Planning library on the Help Center to see videos, tutorials, documentation and tools. (5 minutes)

Start using Planning

1. Review the basic Planning, Budgeting and Forecasting steps that you’ll perform. (25 minutes)
2. Get familiar with the application interface and how you’ll start your planning activities. (25 minutes)

See new features in each monthly update

1. Once you’re up and running, read about the new features in each monthly update. (5 minutes)
2. See all the Planning features from previous monthly updates. (5 minutes)

Connect with Planning communities

Join Customer Connect, an online community, to collaborate and learn with colleagues. Review each of these areas: (10 minutes)

• Use the Planning category to ask questions, connect with experts, or share your thoughts on key topics
• Use the Idea Lab to influence Oracle’s product development, share, vote, and comment on your favorite ideas
• Use the EPM Platform category to pose questions, connect with experts, and share your thoughts and ideas
• Attend events to be among the first to know about new release functionality and industry best practices

Join a Planning User Group to collaborate and learn more

Participating in user groups keeps you on the cutting edge of the EPM Cloud landscape. Join one of these user groups:

• Join ODTUG to stay on the cutting edge of the Oracle technology landscape
• Join OATUG to learn about Oracle applications and technology
• Join UKOUG to connect, learn, and collaborate with UK users and partners
• Join a local User Group to connect with users in your area
• Participate in ad hoc get-togethers to learn and ask questions on specific topics

Creating and Running an EPM Center of Excellence

A best practice for EPM is to create a CoE (Center of Excellence).

An EPM CoE is a unified effort to ensure adoption and best practices. It drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Cloud adoption can empower your organization to improve business agility and promote innovative solutions. An EPM CoE oversees your cloud initiative, and it can help protect and maintain your investment and promote effective use.

All customers can benefit from an EPM CoE, including customers who have already implemented EPM.

The EPM CoE team:

• Ensures cloud adoption, helping your organization get the most out of your Cloud EPM investment
• Serves as a steering committee for best practices
• Leads EPM-related change management initiatives and drives transformation

How Do I Get Started?

Click to get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence .

Learn More

• Watch the Cloud Customer Connect webinar: Creating and Running a Center of Excellence (CoE) for Cloud EPM
• Watch the videos: Overview: EPM Center of Excellence and Creating a Center of Excellence.
• See the business benefits and value proposition of an EPM CoE in Creating and Running an EPM Center of Excellence.