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EPM
Internal Process Knowledge
Product Knowledge
Selling Tools
Oracle History
100

Name two competitors for planning

Adaptive/WD, Anaplan, SAP BPC, Vena, Longview, etc.

100

When do you get paid on a deal?

45 days post end of the month of provisioning

Take comp issues to na-license-comp_us@oracle.com

100

Fusion updates are launched on a _____ schedule

Quarterly (EPM is monthly)
100

Where do you go to see what a product's list price is and if it has pre-requisites?

eSource - Price List (pricing) and Price List Supplement (pre-reqs)

100

This organization originally coined Oracle's name

CIA

200

This legacy on-prem tool is what our EPM Cloud is based on

Hyperion/Essbase

200

If you’re issued a blind RFP, you should try to accomplish these things to ensure it isn't stacked against you. Name 2

  • Exec Alignment, Competition, Discovery, Big 3 (what matters), Extend timeline
200

Name 2 products that we sell that are not on the Fusion platform

  • EPM
  • OTM (g-log)
  • WMS (logfire)
  • Taleo
200

From a value selling perspective, what 3 things should we be working to uncover through qualification and discovery in conjunction with the SE

Key Business Requirements, Consequential Pains, Tactical Pains

200

Oracle was founded in this year

1977

300

This is the minimum ARR for an Enterprise EPM deal

$75,000

300

TCV stands for this, and if the TCV is larger than this much, it requires a purchase order to book the deal

Total Contract Value 

200k

300

These 3 legacy ERP systems were used to build out ERP Cloud

EBS, JDE, & PeopleSoft

300

Name the tools you would use to complete a standard cloud deal (in order)

Sales Cloud/Workspace -> CPQ -> DAS-> CPQ

300

Oracle acquired these major companies in the 2000s (name 3)

PeopleSoft/JDEdwards, Seibel, Hyperion, Demantra, Agile, etc.

others here: https://en.wikipedia.org/wiki/List_of_acquisitions_by_Oracle

400

These are the 7 tools in the EPM Bundle

  • Planning, Reconciliation, Close/Consolidation, Data Management, Tax Reporting, Narrative Reporting, Profitability & Cost Management
400

When does Tier 1 get involved with an approval, and what needs to be added to every DAS?

Above 50% discount, any terms that are above tier 3

Add your manager's last name and “Nadeau” to the tags and fill out a discount justification template

400

Name 3 products that are not sold on the Hosted Named User metric

  • OTM (Freight under management)
  • Accounting hub (records)
  • Auto invoice processing / WebCenter Forms (invoices)
  • HCM (employees)
400

This is where you go to find DAS codes and descriptions to add to approvals

Oracle Cloud Approval Matrix (OCAM) - Located in eSource

400

Oracle Cloud Fusion Applications were made available to customers in this year

2011

500

Describe the core differences between Finance and Accounting as it relates to EPM

  • Accounting is often determining what happened in the past, and getting the numbers cleaned up for reporting. They will use ARCS, FCCS, EPRCS
  • Finance is forward-looking, and forecasting budgets and plans. They will use EPBCS
500

Use a Q request to accomplish 4 of these tasks

Countersign Documents, Produce a migration report (GMA), make a complex OD, book a deal, create an amendment to a CSA or previous OD, RFP support, etc.

500

These applications do not require ERP as a pre-requisite. Name 5 of them

  • Supply/Demand Planning
  • S&OP
  • WMS
  • OTM
  • PLM
  • EPM
  • HCM
  • Accounting Hub
500

This group helps us with inside out and outside in business cases to create TCO and Break-Even projections for customer

Business Value Services (BVS – Kim Wallace)

500

Oracle's original name was this

Software Development Laboratories