The only thing certain about forecasting in a volatile economy is that the future is unpredictable. Historically, organizations have effectively utilized statistical techniques for short-term business planning, but leveraging actuals no longer allows us to predict the future. The ability to be prepared, responsive, and agile under these conditions is becoming a crucial success factor. Oracle Strategic Modeling can help you better navigate change to cope with uncertainty. If your CFO’s questions regarding earnings, liquidity, and cash flow are unceasing and far-reaching, watch our on-demand webinar for a deep dive into strategic modeling. We modeled real-world scenarios to show how you can: Quickly and easily develop a hierarchical model of your business Leverage multiple pre-built functions to forecast key performance drivers Provide transparency on forecasted financials via audit trail Utilize goal seek to set financial targets and estimate the financials drivers necessary to achieve it Perform sophisticated “what-if” analysis via simulations to improve the accuracy of your forecast Use built-in dashboard functionality to deliver powerful reporting capabilities

1. ORACLE EPM
Strategic Modeling Live: Defined.
Discussed. Demonstrated.

2. 2
Speakers
Hanny Shanar
General Manager
Perficient
Don Ford
Director
Perficient

3. 3
Agenda
• About Perficient
• Oracle EPM Cloud Practice
• Strategic Modeling Defined
• Strategic Modeling Discussed
• Strategic Modeling Demonstrated
• Q&A
• Next Steps

4. 4
~4500
Employees
W E A R E
Global in Our Delivery
We have office locations across North America and fully owned
global and domestic delivery centers around the world.
Allentown, PA
Ann Arbor, MI
Atlanta, GA
Boston, MA
Bozeman, MT
Cedar Rapids, IA
Charlotte, NC
Chicago, IL
Columbus, OH
Dallas, TX
Denver, CO
Detroit, MI
Fairfax, VA
Fargo, ND
Houston, TX
Irvine, CA
Lafayette, LA
Milwaukee, WI
Minneapolis, MN
New York, NY
Seattle, WA
St. Louis, MO
Toronto, ON
Washington, D.C.
North America
Latin America
México City, Mexico
Medellín, Colombia
Bogotá, Colombia
Cali, Colombia
Chennai, India
Nagpur, India
Bangalore, India
India
Hangzhou, China
China
Oxford, UK
Novi Sad, Serbia
Europe

5. 5
AT-A-GLANCE
Perficient Profile
Alliance partnerships
with major tech
vendors
Multiple vendor &
industry tech and
growth awards
Global delivery centers
in China, India, Eastern
Europe and Latin
America
Dedicated
solution
practices
~35
Global Locations
$565M
2019 Revenue
1997
Founded in
~4,500
Colleagues
~90%
Repeat Business Rate
PRFT
Public, NASDAQ

6. 6
We deliver strategy and implementation for
on-premises, cloud, and hybrid solutions to meet
your unique needs. We also offer post-
implementation managed services. Faster time
to value is what you can expect from our highly
experienced and credentialed consultants.
18+
Industries We Serve
• Healthcare
• Manufacturing
• Energy / Oil & Gas
• Financial Services
• Consumer Markets
• Automotive/
Transportation
Solution Expertise
ERP EPM AnalyticsSCM
Years of Experience
Specializations
Deployments
15+
3000+
Training
Gartner
• It’s Time to Include Oracle as a Viable Option When
Evaluating Public Cloud Providers – Q3 2020
• Toolkit: Vendor Identification for Oracle Application
Services – Q2 2019
Forrester
• Now Tech: Oracle Apps Implementation Services
Providers – Q2 2020
Oracle Training

7. 7
Perficient’s EPM Practice
Fast Facts
• Practice Started: 2002
• Projects Completed: 1000+
• Management Team: 17 years
• Authorized Education Center
• SupportNet Managed Services
• Support Services
Solutions Expertise
• EPM strategy and assessments
• Financial Process Optimization
• Budgeting / Forecasting
• Financial close & consolidations
• Cloud & on-premises solutions
• Reporting & analytics
• Data relationship management
• Account reconciliations
• Profitability & cost management
• Infrastructure & high availability
Oracle Specializations

8. Defined

9. 9
How can Oracle EPM Cloud Help?
Copyright © 2020 Oracle and/or its affiliates.
Typical Long-Range Planning
Strategic Modeling in Crisis Modeling
Key focus areas:
• Liquidity
• Capital Structure Mix
• Risk Mitigation
• Factor Uncertainty

10. 10
• PBCS customers get to:
• Convert App to Enterprise mode
• Configure either or both of:
• Strategic Modeling
• Financials
• Use Groovy
• No Hybrid option
• No order processing needed
• Use until April 30, 2021 at no extra charge
• FAQ
• Oracle Offer
Blog
Oracle EPM Cloud
Covid-19 Offer In a Nutshell
Copyright © 2020 Oracle and/or its affiliates.

11. Discussed

12. 12
A closer look at the problem…
Volatility and uncertainty affecting financial markets or the business climate is not new.
However, the ability of organizations to be prepared, responsive, and agile under these conditions is remains a crucial factor of
success.
Oracle’s Strategic Modeling is the tool that can enable organizations to respond to uncertainty and introduce agility in the financial
planning process.
How is this achieved in practice? We can reduce the process to five simple steps:
1. Identify Key Factors
2. Model Organization
3. Create Business Cases
4. Assess Strategic Plans
5. Align with Operational Plans
STRATEGIC MODELING DISCUSSED

13. 13
…and how we solve it!
Let’s take a closer look at the steps involved in Strategic Modeling.
STRATEGIC MODELING DISCUSSED
Base-Line
Business Case
Additional Business Cases
Downside
Business
Case
Upside
Business
Case
Other
Business
Cases
Driver 1
Driver 2
Driver 3
Align with Operational Plans
Driver 1
Driver 2
Driver 3
Driver 1
Driver 2
Driver 3
Driver 1
Driver 2
Driver 3
Model
Organization
Identify Key
Factors
Assess
Strategic Plans
Set Operational
Targets
Develop
Operational
Plans
Variance
Analysis
Financial
Reporting

14. Demonstrated

15. Questions

16. 1616
We're offering a complimentary virtual lunch to discuss how we can help you
forecast your near- and long-term future in today's world where revenue and costs
are changing rapidly.
Topic of your choosing:
• Rapid Scenario Modeling - Let us show you how you can quickly model your
business and capture real world “what-if” scenarios and evaluate financial
outcomes over a specific period of time.
• Connected Financial Planning - We'll explain how customers are breaking
down walls between disconnected siloed planning processes and replacing them
with a connected planning process that drives near real-time decision making.
• Continuous Planning - Let us show you how static annual or bi-annual plans
can be replaced with a continuous planning process that is agile, light, accurate
and ingrained in corporate culture.
Learn More: Virtual lunch with a
Perficient expert
STRATEGIC MODELING NEXT STEPS

17. 17
Follow Perficient
For more information, please contact:
Don Ford
Director
Perficient, Inc.
469-277-3617 office | 469-583-5779 mobile
Don.Ford@perficient.com
Hanny Shanar
General Manager
Perficient, Inc.
713-554-4015 office | 713-320-4344 mobile
Hanny.Shanar@perficient.com