1 Learn and Connect Checklist for Financial Consolidation and Close Service Administrators

Welcome, Financial Consolidation and Close Service Administrators!

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

Learn about Financial Consolidation and Close

1. Orient yourself with Financial Consolidation and Close by watching this video tour. (8 minutes)

   Watch Overview: Tour of Financial Consolidation and Close in EPM Enterprise Cloud. (5 minutes)

2. Read a Financial Consolidation and Close Overview. (5 minutes)

3. Visit the Financial Consolidation and Close library on the Help Center, your one-stop shop for videos, tutorials, documentation and tools. Financial Consolidation and Close Help Center.

Start using Financial Consolidation and Close

1. Review the basic consolidation and close steps. (50 minutes)

   • Workflow for Creating an Application

   • Consolidation Process

   • Data Flow

   • Consolidation Process Flow

   • Translation Process

   • Financial Consolidation and Close Learning Path

   • Understanding the Consolidation Process in Financial Consolidation and Close

2. Get familiar with the application interface and how you’ll start your Financial Consolidation and Close activities. (25 minutes)

   Read a Overview of the Home Page and Navigation

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)

   See What's New features

2. See all the Financial Consolidation and Close features from previous monthly updates. (5 minutes)

   See Cloud Feature Tool

3. Read about new and upcoming features. Financial Consolidation and Close Roadmap

Connect with Financial Consolidation and Close communities

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

• Use the Financial Consolidation and Close 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 Enterprise Performance Management Events to be among the first to know about new release functionality and industry best practices.

To ensure you are always in the know, confirm your Customer Connect notification preferences are set for EPM Announcements as well as each Category you're following.

1. To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.
2. To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

Join a Financial Consolidation and Close 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.
• Attend Developer Events to exchange ideas, network, and build communities.

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.