Are you able to leverage Oracle Smart View to deliver the information you need to make decisions?  Do you have the right training and education to efficiently present discoveries in the right format to support management and business partners?

Oracle Smart View provides a common Microsoft Office interface designed specifically for Oracle’s Enterprise Performance Management (EPM) and Business Intelligence (BI). Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces. It is a comprehensive tool for accessing and integrating EPM and BI content from Microsoft Office products.

You depend on Smart View to drive logic from information in your Hyperion applications. Therefore, you depend on your in-house team of administrators to ensure that the Smart View application is delivering accurate results and reports. This administrative function is susceptible to and impacted by unexpected turnover, vacations, and headcount reductions , as well as inadequate Hyperion Smart View Training and Education. This is why Key Performance Ideas offers Hyperion Administration via our S.M.A.R.T. program.

Key Performance Ideas has been providing clients with Hyperion and BI Managed Services for over a decade. We are the #1 Hyperion Managed Services provider in the nation! How?


    • Unlike other service providers, our clients receive an individually named administrator that works with their organization constantly and continually. They are permanent and act as a team member you know by name. We are not a ticketing system!
    • Our team members are 100% Oracle certified, highly trained Finance and Accounting US-based professionals and are Dale Carnegie Customer Essential trained and certified.
    • Our Service Level Agreements (SLAs) offer guaranteed response times, including an escalation path to technical experts within our Consulting Group.
    • Our Hyperion Managed Services can be customized to address your specific needs, including flexible scheduling for part-time or full-time support, capacity monitoring and performance tuning.
    • We offer a simple 30 day cancellation policy and our services can be secured for 90 days at a time. We will not lock our clients into an annual services plan!
    • We have US-based staff with resources in Canada, Europe, and Asia to provide global 24 hour coverage.
    • Price! No one can beat the nation’s #1 Hyperion and BI Managed Services company.

Case Study: Unlocking Smart View for Users Beyond Finance

About the Organization

This organization is the largest working sports organization in the world. Founded in 1916, it is comprised of more than 28,000 men and women golf professionals promoting the game of golf to everyone, everywhere. 


The Financial Systems team at this organization utilizes Oracle Hyperion Planning and Oracle Fusion Financials cubes to manage their planning, budgeting and forecasting information. However, the team was spending an increasing amount of time supporting users outside of the Finance department with the creation of ad hoc reports, researching variances and developing financial report modifications in Oracle Smart View. 

The Financial Systems team at the organization identified the potential to expand their Smart View user base outside of the Corporate FP&A department. A group of approximately 15 individuals were identified from the Section Accounting, AR, Treasury, and Tax departments that could achieve operational efficiencies by using Smart View. 


Key Performance Ideas devoted time to understanding the existing Oracle Fusion Financials cubes and interviewed current super users, stakeholders, and potential end users to better understand the organization’s “current state” and training goals.

  • The Financial Systems team provided examples of reporting requests they wished to eliminate
  • Key Performance Ideas interviewed thought leading individuals from each of the departments that would receive the training to identify current processes and where efficiencies could be achieved
  • Special note was taken of those tasks that were performed regularly (e.g., daily or weekly) so that those items could be prioritized to help promote adoption and repetition, and therefore maximize efficiency
  •  A detailed training methodology and presentation was composed, using screenshots from the current environment
  • The content of the training was focused on core Smart View functionality, as well as some more advanced features that would specifically benefit all users
  •  A series of hands-on exercises were created based off of examples provided during the interviews

Benefits Achieved

Now that users outside of Finance are trained on Smart View, the Financial Systems team is much more productive, focusing on higher value tasks like development and system support versus troubleshooting and supporting user’s ad hoc pulls of data and analysis.  At the end of the training, new users of Smart View stated they were:

  • More comfortable with the application and proficient using the tool without support from Finance
  • Excited to save significant time with their reconciliation process
  • Encouraged that Smart View reduced the need for time consuming data exports and manipulations
  • Eager to use the tool for additional uses they identified in their day-to-day responsibilities

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