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Conversations offer an exciting new way to collaborate

CXO Software Version

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21.1 provides a new way for users to collaborate with the re-imagining of conversations. Also included are an updated Oracle EPM Cloud adapter and a new adapter for Tidemark, insightsoftware’s cloud-based, continuous planning application.

Highlights of this release include:

• Tell the story behind your numbers with table annotations
• Improve application usability on mobile devices
• Manage larger user communities easily using the user synchronization API

Tell the story behind your numbers with table annotations

In CXO Version 20.3, we extended our commenting functionality by adding the Key Message. The Key Message ensures that the most important message is shown at the top of reports, helping users to review their reports quickly while focusing on the most important comments to understand the story behind the numbers.

With CXO Version 20.4, we have taken commenting to the next level by introducing Annotations for tables. With Annotations, users can add a comment into a cell of a table and CXO will display the comment below the table, in a similar manner to how
footnotes are displayed within a Word document.

So, with CXO Version 20.4, when a user opens a report to review it, they will now immediately see the Key Message at the top of that report and the annotated numbers that provide critical explanatory notes/comments underneath each table. This makes it easy for users to quickly identify the most significant numbers that require their attention.

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Improve application usability on mobile devices

To create a more user-friendly experience for users working on mobile devices, with CXO Version 20.4, the application framework (the user interface surrounding reports and your financial data) is now responsive. This means the framework adapts for optimal display on different screen sizes. For example, on mobile phone screens, report titles are displayed more clearly, and it is easier to play and navigate through your Storyboards.

Furthermore, we have improved the user interface in our iOS app, with improved display capability and app performance.

This is the first phase of a larger project that will ultimately see the reports themselves becoming responsive, too.

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Manage larger user communities easily using the user synchronization API

CXO already supports single sign-on to make it easy for users to access their reports. In Version 20.4, we’ve taken this one step further by introducing a new user synchronization API to simplify the management of larger user communities.

Using the new API, you can set up CXO to automatically synchronize with your organization’s user-management service (e.g., Active Directory Federation Services). This means any time a user is added to a specific group in your user-management service, they will automatically be added to CXO in the correct user group, with the correct user rights. These time gains are even greater as you expand CXO to new departments and add multiple users at the same time.

Similarly, if a user leaves your organization, when they are removed from the usermanagement service, they will also be removed from CXO. This is a big time-saver and enables CXO to be seamlessly integrated into your existing user management processes.

The new API is fully documented to make it easy for your IT team to create the integration with your user-management service.

Make your reports your own with custom font support

The default font in CXO is a tabular font, chosen to ensure that the numbers in your reports align vertically for maximum legibility. However, we know there are situations when it is important that the look and feel of your reports mirrors your corporate brand. That’s why with Version 20.4, it is now possible to upload and use your custom company font in CXO, so you can make your reports your own (click here for more information).

Get faster results from Oracle HFM with adapter enhancements

With CXO Version 20.4, we have introduced two performance improvements to our Oracle HFM adapter:

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• Reintroduced conversations to stimulate collaboration
• Enhanced Oracle EPM Cloud adapter
• Integration with the Tidemark planning application

Reintroduced Conversations capability

CXO Software Version 21.1 introduces conversations, a new way to stimulate collaboration that builds on the key message and table annotations delivered in the previous two releases. With the new, streamlined conversations, you can easily share messages and collaborate to resolve issues, explain variances, or add context to help tell the story behind your numbers:

• When someone starts a conversation with you, you receive a notification in the CXO toolbar
• When you open the conversation, CXO opens the related report simultaneously, automatically shows you the correct POV and selections, and provides easy access to the conversations in a panel
• You can then add your thoughts to the conversation to engage in data-driven dialog with your colleagues

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Conversations in CXO Software are faster, easier, and more secure than emailing screenshots.

This is just the start. Watch out for further enhancements to conversations in coming releases.

Enhanced Oracle Cloud EPM Adapter

We continue to invest in improving our data source integrations. In Version 20.4, we released updates to our Oracle HFM adapter. Now, in CXO Software Version 21.1, we have introduced an updated adapter for Oracle EPM Cloud, which offers:

• Faster extracts
• New, easy access Oracle EPM Cloud Configurator tool. This web application can be accessed from a browser from within the CXO Designer, so there is no longer a need to go to the server. The Configurator’s new user interface and design make it easier to configure your connection and load sets.
• Simpler installation of the adapter using a packaged installer application

Integration with Tidemark for continious planning

With Version 21.1, CXO introduces an adapter to insightsoftware’s cloud-based, continuous planning solution: Tidemark.

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If you are currently using CXO against your financial close and consolidation system, adding Tidemark to your financial technology landscape will enable you to enjoy the power of CXO’s reporting against a cloud-based planning and forecasting application that works for everyone on any device.

Tidemark offers unconstrained data storage, scenario planning and modeling, and a scalable platform that simplifies planning for diversified organizations. By adapting to your business processes, supporting granular cross-departmental plans, and providing a consumer-grade UI, people at the edges of your organization can easily plan and interact in the same platform, while finance still retains control. This drives greater accuracy and enables you to adopt a continuous planning process.

To learn more about Tidemark, please contact your account manager.

Updated login page

CXO Software Version 21.1 also sees the introduction of an updated login page that now reflects the modern user interface design introduced in Versions 20.3 and 20.4 for a consistent experience. The first time users log in, they will be asked to accept the CXO Software end-user license agreement (EULA).

CXO VERSION 21.1 CHANGE LOG

For a complete list of all the updates delivered in Version 2021.41, please see the CXO Change Log.

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