Close Manager in the Oracle EPM Cloud is a powerful, yet under-utilized, tool for enhancing communication across the finance team during close. This has become more important than ever in a remote work environment. A follow-up to the wildly popular presentation on how to implement Close Manager, this workshop will provide hands-on help with common tasks and answers to all of your implementation or usage questions.

1. rmoug.org
Closing the Books from
Home or Anywhere Else
Around the Globe

2. Fill Out
Evaluation Form
Fill out the session evaluation form for a chance
to WIN a Work from Home package that includes
a pair of noise cancelling headphones, a Datavail
hat, hoodie, mask & a Sherpa Blank
https://www.datavail.com/epm-webinar-survey/

3. Kelly Green,
Senior Consultant, Datavail
 Senior Consultant in the Oracle EPM practice at Datavail
 Focuses on consolidation, account reconciliation, financial
reporting, and month end close, on-prem and cloud
 Leader in the Hyperion community for over 12 years
 Has used most Oracle EPM applications since their inception
 Excels in delivering streamlined and easily-maintained
solutions

4. Today’s Agenda
Who is Datavail
Closing the Books
Close Manager
Close Manager Walk-through
Presentation Survey
Q&A

5. Who is Datavail
10+ years of
delivering
100’s of
consultants
On-Prem & Cloud
Experience
Oracle EPM Services
 Oracle EPM Cloud Migrations
 Standing up Close Manager
 24x7 Managed Services – On-prem and Cloud
 EPM 11.2 Upgrades
 Infrastructure Management
 Health Checks
 Financial Transformation

6. Closing the Books – Traditional Method
 Accounting Department Co-located
 Face-to-face interactions multiple
times daily during close process
 Follow standard established close
processes

7. Oracle FCCS & Close Manager
 What is Close Manager?
 Allows administrators to define and manage source systems, application integrations,
tasks, task templates and schedules used in the close process
 Allows teams to close the books in any geographical area, global or domestic working
remotely
 Functionality of FCCS often overlooked
 Leveraging IT investment with no additional software licensing costs

8. Download my white paper:
Closing the Books from Home or
Anywhere Else Around the Globe
Today, businesses must achieve an accurate
monthly close whether employees are physically in
the office or working from home or anywhere
around the globe. Download the paper to learn
more about how tools such as Oracle’s Close
Manager are helping businesses reach that goal.

9. Fill Out
Evaluation Form
Fill out the session evaluation form for a chance
to WIN a Work from Home package that includes
a pair of noise cancelling headphones, a Datavail
hat, hoodie, mask & a Sherpa Blank
https://www.datavail.com/epm-webinar-survey/

10. Thank You
www.datavail.com