EPMIcast
EPMIcast shares thought leadership on innovation and best practices specific to Oracle Cloud EPM. Our diverse cast of characters incorporates perspectives from delivery, sales, and project leadership teams. We share field experiences, industry challenges, and customer stories, all with a few laughs during each listening experience.
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Revolutionize Financial Consolidation and Close: Harnessing AI-Powered Oracle Solutions with Rich Wilkie, VP of EPM Product Management at Oracle
02/22/2024
Revolutionize Financial Consolidation and Close: Harnessing AI-Powered Oracle Solutions with Rich Wilkie, VP of EPM Product Management at Oracle
Join Rich Wilkie, Vice President of EPM Product Management at Oracle, and Minie Parikh, Senior Vice President at EPMI, a Centroid Company, as they delve into the highlights from Oracle CloudWorld, competitive software landscape, and the meaning of a truly connected close process. Discover why customers are now prioritizing a holistic approach and explore how Oracle Cloud EPM, driven by AI, is revolutionizing the automation of tasks within Consolidations, Account Reconciliations, and Reporting processes. Gain valuable insights into boosting operational efficiency and enhancing visibility for the office of Finance.
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EPM in 2024: AI, ESG, Oracle Success Programs, Sales & Workforce with Hari Sankar
11/28/2023
EPM in 2024: AI, ESG, Oracle Success Programs, Sales & Workforce with Hari Sankar
Oracle’s Hari Sankar, VP of Product Management, shares transformative initiatives Oracle customers have access to including powerful artificial intelligence (AI) capabilities, the rising prominence of ESG (Environmental, Social, Governance) analytics in today's business landscape, and Oracle’s customer success programs. Additionally, discover why Oracle released Sales and Workforce planning within the Cloud Enterprise suite and how it plays a crucial role in an organization’s operations. Oracle is providing several programs to ensure constant support for customers in their cloud journey. Hari, mentions the Implementation Success Program, Hyperion Application Analysis Program, and Centers of Excellence guidance. The Cloud Customer Connect forum also gives companies an opportunity to share experiences, receive new update adoption, and thought leadership! https://community.oracle.com/customerconnect/
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Suite to Service: Oracle's Customer Success Vision with Paul Pessutti & Chris Muli
11/14/2023
Suite to Service: Oracle's Customer Success Vision with Paul Pessutti & Chris Muli
We welcome Oracle’s SVP of Strategic Solutions, Paul Pessutti and GVP of Finacial and Supply Chain Systems, Chris Muli! The episode begins with looking back at our previous Oracle CloudWorld conversation and identifying changes in market trends, Oracle's investment in industry, and the transformation into a services company. Paul and Chris examine Oracle's focus on customer success and the differentiating advantages of being a best-in-class solution suite. The conversation revolves around practical applications of Generative Artificial Intelligence, the concept of a Supply Chain Command Center, and the importance of community to stay up-to-date on innovation adoption. Stream this customer-focused episode to gain insights into the evolving EPM and Supply Chain landscape and how businesses leverage Oracle Cloud solutions to manage the total cost of ownership while driving profitability.
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The Future of Finance: Oracle's Artificial Intelligence Strategy with Matt Bradley
10/24/2023
The Future of Finance: Oracle's Artificial Intelligence Strategy with Matt Bradley
In this episode, Matt Bradley, Oracle’s SVP of Development, joins hosts Minie and Nihar Parikh at Oracle CloudWorld. The episode explores how Oracle is bringing Artificial Intelligence to the Oracle Cloud EPM platform. The episode centers on Generative and Traditional AI and their pivotal role within Oracle's environment. Matt draws a clear distinction between Traditional and Generative AI, showcasing how Generative AI can craft entirely new content. The conversation highlights the strategic AI use cases, from data aggregation to report generation and digital assistants. The episode offers compelling clips on Oracle's AI security and its collaborative partnership with Cohere, with a focus on solving real-world business challenges through AI. Matt also sheds light on how users will interact with Artificial Intelligence across Oracle’s connected products. The episode concludes by discussing readiness measures for customers, emphasizing data quality, and testing AI's impact on company-specific datasets using Oracle Insights. Listen to join the journey into the cutting-edge world of Oracle's AI strategy and its transformative impact on the future of finance!
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Life of a CFO with William Chen
10/09/2023
Life of a CFO with William Chen
In this episode titled "Life of a CFO” we welcome William Chen, CFO of Centroid! Will and Minie Parikh, SVP of Operations at EPMI, a Centroid Company explore the driving forces behind growth in the technology services industry, emphasizing the significance of AI and data in this evolving landscape. William shares valuable advice for CFOs embarking on their Cloud Journey, stressing the importance of measured decision-making and team involvement. The episode also examines the readiness measures for CFOs investing in the cloud, the life post-implementation of Oracle NetSuite ERP, and the significant benefits achieved, including standardized data and enhanced efficiency. Lastly, Will touches upon investment decisions and the value of Finance across each department of an organization. Tune in for a deep dive into the world of finance and technology with an experienced CFO.
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Breaking Data Silos with Oracle Cloud EPM Integrations - Mike Casey
08/15/2023
Breaking Data Silos with Oracle Cloud EPM Integrations - Mike Casey
EPMIcast welcomes Oracle Cloud EPM Integrations’ Director of Product Management, Mike Casey. In this episode, Minie Parikh, Chian Lin, and Mike discuss the use cases for integrations across the Oracle Cloud Platform. The cast examines Cloud tools and features like Pipeline, Integration Agent, and EPM Automate. The episode expands into topics like pre-built capabilities, third-party adapters, Rest APIs, integrations in the Cloud versus Hyperion, Oracle Data Integrator (ODI), Oracle Cloud Infrasture (OCI), and Enterprise Data Management (EDM).
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Meet the Customer: Outform
06/06/2023
Meet the Customer: Outform
In our first Meet the Customer episode, EPMIcast welcomes Jacinta Moore, CFO at The Outform Group! Jacinta shares her finance background and discusses her journey at Outform, highlighting the tremendous impact of Oracle Cloud EPM. EPMI successfully implemented Oracle Cloud EPM Financial & Workforce Planning, which has been instrumental in centralizing Outform's global financial data across various ERP systems. Stream more EPMIcast: More customer success stories:
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Exploring the Modules of Oracle Cloud EPM Planning
05/16/2023
Exploring the Modules of Oracle Cloud EPM Planning
Oracle’s planning tool was one of the first cloud-ready EPM products, originally released as Planning and Budgeting Cloud Service (PBCS) in 2014. During this episode, you will hear from EPMI’s Director of Planning and VP of Technology dive into each module of Oracle Cloud EPM Planning. The modules covered include Financials, Scenario Modeling, Workforce, Capital, and Projects. The cast discusses customer use cases in High Tech, Life Sciences, and Retail industries, the functionality of each module, and artificial intelligence. Exploring the Modules of Oracle Cloud EPM Planning:
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The Ultimate Guide to Oracle Cloud EPM Task Manager
04/11/2023
The Ultimate Guide to Oracle Cloud EPM Task Manager
In this episode, we discuss Task Manager, a key project management EPM tool included in Oracle Cloud EPM's license. Task Manager helps organize, execute, monitor, and report tasks, providing visibility and automation for daily and repeatable business processes. Administrators can manage different configuration settings, create task templates, schedules, and execute tasks based on priority. Overall, Task Manager helps increase efficiency, reduces workload, and provides critical insights on task completion and compliance. The Ultimate Guide to Oracle Cloud EPM Task Manager: https://epmi.com/blog/the-ultimate-guide-to-oracle-cloud-epm-task-manager/
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Meet the Consultant: Paul Han
03/06/2023
Meet the Consultant: Paul Han
Paul Han has 20+ years of experience with Oracle products and functioning as a liaison between Accounting, Finance, and IT. His breadth of experience with corporate financial systems ranges from successfully managing new implementations and major upgrades to efficient day-to-day administration and support post-go-live. He leverages that experience to help EPMI deliver successful projects to our clients.
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Surveying the EPM Marketplace with Hari Sankar
01/10/2023
Surveying the EPM Marketplace with Hari Sankar
EPMIcast welcomes Oracle’s GVP of Product Management, Hari Sankar! The episode focuses on Oracle’s EPM and ERP strategy. Additionally, Hari shares insights on implementation methodologies, key EPM functionality, and the future of finance. The conversation covers Hari Sankar’s career, debates lift and shift implementations, and evaluates the competition. This episode provides real-world use cases of how customers are leveraging Oracle Machine Learning across Oracle Cloud Planning, Financial Close, and Account Reconciliation.
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EPM Strategy and Oracle Roadmap with Matt Bradley
11/29/2022
EPM Strategy and Oracle Roadmap with Matt Bradley
In this episode, Oracle's Matt Bradley sits down with EPMI's Minie and Nihar Parikh at CloudWorld. Their interesting discussion weaves in and out of Oracle's history and provides EPM strategies and roadmaps for the Oracle Cloud EPM platform. The episode starts with the genesis of EPM and Hyperion with Oracle's strategy through decades of innovation. Minie and Nihar lead the discussion to use cases and user adoption. Lastly, Matt shares what is coming to the platform. Subscribe to EPMIcast for more episodes from our upcoming live from Oracle CloudWorld series.
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Leveraging Oracle’s Connected Platform with Chris Muli
11/08/2022
Leveraging Oracle’s Connected Platform with Chris Muli
This episode is the first of three in-person episodes recorded during Oracle CloudWorld in Las Vegas! Our discussion with Oracle’s GVP of Financial & SCM Systems, Chris Muli focuses on the breadth and depth of Oracle’s platform across EPM, ERP, and Supply Chain. Nihar and Chris explore topics around the EPM market, economy, and upcoming features in Cash Flow Planning, IPM, and Supply Chain integrations. Subscribe to EPMIcast for more episodes from our upcoming live from Oracle CloudWorld series.
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Account Reconciliation Fireside Chat: Comparing EPM Solutions with Nick Boronski
10/13/2022
Account Reconciliation Fireside Chat: Comparing EPM Solutions with Nick Boronski
We welcome Oracle’s Nick Boronski back to the show to discuss the competition in the Financial Close and Account Reconciliation marketplace. The discussion uncovers key functionality differentiators, pricing models, compliance, data extraction, and customer cases. Make sure to follow the link below for our new “Oracle Cloud EPM or Blackline” ebook. Please follow and rate EPMIcast on your streaming platforms. eBook: https://epmi.com/blog/oracle-cloud-epm-or-blackline-financial-close-account-reconciliation-ebook/
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Meet the Consultant: Michelle Bradshaw
10/04/2022
Meet the Consultant: Michelle Bradshaw
Michelle is a Certified Public Accountant with 20+ years of experience with Oracle software, originating with Hyperion version 4. Her strong accounting and finance in addition to her ability to understand technology enable her in tackling challenging business requirements, analyzing alternatives, and providing innovative solutions. Michelle has worked as both a Hyperion on-premise consultant and Oracle Cloud EPM Consultant in additional to various finance and accounting leadership positions throughout her career. In her free time, she enjoys balancing family activities, gardening, and kayak fishing.
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Accelerating User Adoption of Oracle Cloud EPM with James Rodgers
09/13/2022
Accelerating User Adoption of Oracle Cloud EPM with James Rodgers
EPMIcast invites James Rodgers, Master Principal Solutions Engineer at Oracle to discuss Oracle Cloud EPM user adoption strategies after an implementation go-live. Minie Parikh and James discuss Oracle’s built-in learning tools, EPMI’s knowledge transfer strategies, successful education methods, and more! For those streaming on YouTube, James closes the episode with an exclusive demo on Oracle’s Guided Learning, Help Center, and Academy!
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Meet the Consultant: Bryan Kelly
08/29/2022
Meet the Consultant: Bryan Kelly
Bryan Kelly, CPA joined EPMI in '22 after enjoying stints in both public and corporate accounting. At EPMI, Bryan works on Account Reconciliation and Financial Consolidation and Close implementations. He leverages his accounting skillset and client-side experience to share insights and develop tailored cloud solutions for his clients.
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Discover the Value of Tax Reporting in Cloud EPM with Jessica Downes
08/16/2022
Discover the Value of Tax Reporting in Cloud EPM with Jessica Downes
Joining EPMIcast from Chicago, Jessica Downes Master Principal Solution Engineer at Oracle shares the impressive capabilities of Oracle Cloud Tax Reporting. The ‘Cast discusses the benefits of the Tax Reporting functionality, the solution’s competition, customer success stories, and provides a product roadmap to what is coming to the platform!
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ESG Reporting in Oracle Cloud EPM with Katherine Price
08/02/2022
ESG Reporting in Oracle Cloud EPM with Katherine Price
Sustainability and ESG reporting is a trending topic for businesses across all industries and around the globe. To break down this topic, we invited Oracle Senior Solution Engineer, Katherine Price, to join us for the episode. During this discussion, we analyze the current state of ESG reporting, understand how EPM is being leveraged for ESG reporting, and share why Oracle is a good fit for your ESG solution. https://www.oracle.com/sustainability/
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Account Reconciliation Fireside Chat with Oracle ACE Alum Nick Boronski
07/19/2022
Account Reconciliation Fireside Chat with Oracle ACE Alum Nick Boronski
The EPMIcast is joined by Kscope22 speaker, Oracle Ace Alum, and Oracle EPM Solutions Consultant, Nick Boronski! We also have Minie Parikh our Senior Vice President of Operations at EPMI. In this session, we learn about Nick’s experience, Account Reconciliations use cases, new features, and customer stories!
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Gigi Aquino - Meet the Consultant
07/11/2022
Gigi Aquino - Meet the Consultant
Gigi's implementation expertise spans Oracle Financial Consolidation & Close (FCCS), Account Reconciliations, Management Reporting, and Smart View. She has completed full lifecycle Oracle EPM implementation experience across a variety of industries. Gigi joined EPMI from the hospitality industry and her client experience shines through her work! Gigi ensures her clients' goals and cross-functional requirements are translated into their EPM applications.
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EPMI's Kscope22 Preview
06/07/2022
EPMI's Kscope22 Preview
The EPMI team has been busy preparing for Kscope22 (6/19 - 6/23). We are excited to meet and reconnect with our colleagues in Grapevine, TX! There are a lot of networking and learning opportunities, including Katie McCorkle’s (Demystifying Calculated Attributes) session on 6/22. In this episode, the Cast will share what they are excited about, stories from previous Kscopes, and Katie previews her session. If you haven’t already registered today! Use promo code EPMI22 to get $100 off. If you are going, please visit us at booth 409.
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Ian Terry - Meet the Consultant
05/17/2022
Ian Terry - Meet the Consultant
Ian joined EPMI in '21 as a Data Integrations Consultant. Ian comes from a chemical engineering, teaching, and account receivable background. Ian's unique background helps our clients streamline manual processes with integrations and Oracle Data Management.
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Scoping & Determining Level of Effort: Planning
05/10/2022
Scoping & Determining Level of Effort: Planning
Implementing Oracle’s Planning Application requires customers to come prepared before the project starts. In part two of Scoping & Determining Level of Effort, the cast takes our audience through determining the level of effort for each planning module including Financial, Workforce, and Reporting. Tulsi and Chian will also share tips for preventing scope creep. Check out “Scoping & Determining Level of Effort: ARCS & FCC to learn more about scoping Oracle’s Cloud EPM suite.
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Meet the Consultant: Joe Torres
04/14/2022
Meet the Consultant: Joe Torres
Joe joined EPMI from Industry with a supply chain, logistics, and procurement background. He has been on the client-side of various software implementations and has a great understanding of our clients' needs. At EPMI, Joe has enjoyed building Planning applications across the High Tech and Retail industries.
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Scoping & Determining Level of Effort: ARCS & FCC
03/29/2022
Scoping & Determining Level of Effort: ARCS & FCC
Once an organization determines its software vendor and implementation partner one of the successive stages is scoping! While scoping, the project teams determine the level of effort for implementing each business process, timelines, and client involvement. The EPMIcast will break down the different scoping levers for Account Reconciliation and Close projects.
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Oracle‘s Connected Planning: Sales Planning - Guest, Muthu Ranganathan
03/14/2022
Oracle‘s Connected Planning: Sales Planning - Guest, Muthu Ranganathan
The EPMIcast welcomes our second Oracle guest, Muthu Ranganathan, a leader in Oracle’s Product Management group based in Bangalore, India. The cast will discuss Oracle’s Connected Planning Suite including Oracle Sales Planning. We will evaluate the solution field, what Connected Planning can accomplish, and exciting trends for Sales teams!
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Meet the Consultant: Chian Lin
03/01/2022
Meet the Consultant: Chian Lin
Chian Lin is EPMI's VP of Technology and chief problem-solver! He is an EPM specialist in Enterprise Planning, Enterprise Data Management, and Smart View. He has extensive experience across multiple verticals implementing industry best practices to modernize planning and budgeting. Chian has experience with a variety of industries including Higher Education, Oil & Gas, Manufacturing, and more!
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Welcome to EPMIcast
02/18/2022
Welcome to EPMIcast
Discover the Possibilities of Oracle Cloud EPM! Stream, follow, and rate EPMIcast!
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Navigating 2022 With Oracle Cloud EPM - Guest, Marc Seewald
02/14/2022
Navigating 2022 With Oracle Cloud EPM - Guest, Marc Seewald
EPMI is celebrating Oracle Cloud EPM's 8th birthday with a special EPMIcast featuring Oracle Vice President, Marc Seewald! Oracle had a great end to 2021 including acquiring Cerner, over 10 billion revenue in Q2, and recent cloud growth across pillars. However, 2022 is starting off as an interesting year with the continued pandemic, continued work from home, and rapid business transformation. In this episode, Nihar and Marc identify emerging tech trends such as intelligent process automation, scenario planning, and predictive analytics. These cutting-edge tools are indispensable for the world’s leading organizations navigating unpredictable yet exciting times.
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