1. Oracle Enterprise Performance Management Cloud Operations Guide
  2. Making EPM Cloud-Related Requests
  3. Enrolling in the Implementation Success Program

Enrolling in the Implementation Success Program

The Implementation Success Program (ISP) is a customer-focused initiative that strives to significantly increase the success rate of Oracle Enterprise Performance Management Cloud implementations.

ISP strives to bring the expertise of EPM Cloud Development Teams in application design to customers' implementation in an efficient manner through an expedited evaluation of application design document review. The review ensures that the application design adheres to Oracle recommended best practices.

Supported Business Processes

ISP is available to all customers of the following business processes. Oracle enforces no entry criteria for enrolling in this program.

  • Planning
  • Planning Modules
  • Financial Consolidation and Close
  • Enterprise Profitability and Cost Management
  • Account Reconciliation
  • Oracle Enterprise Data Management Cloud

The Process for Enrolling and Using the Program

  1. An Oracle representative (Product Manager or a member of the Sales Team) discusses the program with customers, who then make a formal request to participate in the program.

    Customers who already know about the program may contact their Oracle representative and request to participate in it.

  2. Oracle schedules an online kick off meeting involving customer and implementation partner representatives, the required Oracle representatives (Sales Team member or Product Manager, as needed), and the ISP Lead.

    In addition to explaining Oracle's commitments to the program, the meeting helps Oracle understand customer requirements in terms of the business processes being implemented, milestones, and customer background. Additionally, the meeting discusses how to create a service request for coordinating activities and communicating with the customer or partner.

  3. The customer signs in to the Oracle Support web site and creates a technical service request for each business process that is to be enrolled into the ISP program. Use Enroll in Implementation Success Program as the title of the service request, which must provide the following business process-specific information.

    Oracle Hyperion Planning, Planning Modules, Enterprise Profitability and Cost Management, and Oracle Enterprise Data Management Cloud

    1. The email address of your Oracle sales representative.
    2. The email address of your Oracle Customer Success Manager.
    3. The email address of your implementation partner.
    4. The planned User Acceptance Test (UAT) date.
    5. The planned Go Live date.

    Financial Consolidation and Close

    1. The email address of your Oracle sales representative.
    2. The email address of your Oracle Customer Success Manager.
    3. The email address of your implementation partner.
    4. The planned User Acceptance Test (UAT) date.
    5. The planned Go Live date.
    6. Are you are a current Oracle Hyperion Financial Management (HFM) customer?
    7. If you are a current HFM customer, have you utilized Oracle's Financial Management analysis program?

    Account Reconciliation

    1. The email address of your Oracle sales representative.
    2. The email address of your Oracle Customer Success Manager.
    3. The email address of your implementation partner.
    4. The planned User Acceptance Test (UAT) date.
    5. The planned Go Live date.
    6. The name of the Enterprise Resource Planning (ERP) system that will be used as the data source.
    7. The name of the competitor’s account reconciliation product, if any, you are replacing with Account Reconciliation.
  4. An Oracle Customer Support Representative updates the service request with the ISP checklist for the business process. You must fill out this checklist and upload it to the service request as indicated in step 6.
  5. Based on customer request, Oracle sets up regular weekly or fortnightly meetings to track progress and to address questions. Customer and implementation partner representatives, required Oracle representatives (for example, the Sales Team member and Product Manager), Oracle Support Lead, and the ISP Lead participate in these meetings as needed.
  6. When the final copies of the following are ready, the customer uploads them to the service request:
    • Application design document.

      This document should detail how customer requirements translate to EPM Cloud functionalities. It should indicate the EPM Cloud business processes that will be used (either out of the box or custom built). The design document must include metadata details for dimensions, forms, rules, reports, data maps, data sync, security, and so on.

    • The ISP checklist with detailed information entered for each item.
    • Application architecture diagram.

      The application architecture diagram should show all the components of the EPM Cloud business process and their interactions with other processes.

  7. Oracle reviews the submitted documents and creates a feedback document. Oracle makes the feedback document available to the customer through the service request, usually within two weeks.
  8. Oracle discusses design review feedback with the customer or partner and addresses questions, if any.
  9. After the customer goes live with the business process, Oracle completes these steps:
    • For a period of one week, monitors user activity in the environment by reviewing Activity Reports.

      Oracle discusses anomalies, if any, with the customer's contacts or partners in an online meeting and provides solutions.

    • Seeks feedback on the program.
    • Closes ISP engagement.
  10. If help with performance validation testing is required, the customer enrolls in the Performance Validation Program. See Requesting Performance Validation for Planning, Planning Modules, and Financial Consolidation and Close.
  11. If help with regression testing is required, the customer enrolls in the Regression Testing Program. See Requesting Automated Regression Testing.