Implement the CoE
Now, you have gone through the checklist and are ready to start your first meeting with the designated participants. What else can you do?
Consider:
- Creating a calendar of activities accessible to the entire team, including ambassadors, stakeholders, and interested colleagues. The calendar can include:
- Time frames for data changes
- Time frames for availability of reports
- Scheduled reviews of enhancement requests
- Scheduled communications
- Creating an internal folder or site where you share information like:
- Documentation on your process for the EPM CoE with the participants, their roles and responsibilities, goals, and KPIs
- The calendar
- Links to Oracle documentation that can help the teams prepare for an implementation
- Your roadmap for EPM processes to implement or enhancements to deliver
- Links to the Oracle Innovation Imperative and the Oracle Cloud EPM roadmap
- Existing implementations that have gone live
- Best practices, lessons learned, benefits, and value achieved
- Links to your external presentations or posts
- For advanced CoEs, you might also consider using:
- A team workspace, to easily share knowledge and collaborate
- A project status and planning utility
- A utility to keep track of requirements from the user community
For your first deployment, the CoE provides guidance and consistency, and tracks lessons learned to drive future iterations and implementations.
You can raise the importance of the CoE as a management tool to drive change and adoption across the organization by sharing this information with a broader community. This lets other teams leverage the expertise gained to help them come up to speed quickly. In addition to the links shared in previous topics, here are some resources to help new teams get their implementations off the ground.
Getting Started
Best practices for getting started:
- Take advantage of these resources for getting started with your business processes
- Use the EPM Cloud Quick Start Checklist
- Refer to these Getting Started guides:
Continued Success
After you establish your business processes, use these resources for implementation success:
- The Customer Success forum on Cloud Customer Connect
- Oracle EPM Cloud Operations Guide with information on troubleshooting, release change management, making EPM Cloud-related requests, and asking questions about EPM Cloud
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While Oracle uses Oracle Cloud EPM internally, the center of excellence for EPM is under the responsibility of the global process owner (GPO). Check out the Oracle Playbook for Operational Excellence for more details.
- Customers often ask Oracle Finance: How do you manage the hundreds of new features that are released every 90 days? There are three secrets to Oracle's success. To find out more, see the Oracle Playbook for Financial Excellence.
