EPM SOLUTION SETS | HOSPITALITY

Financial Planning and Performance Management for the Hospitality Industry

ERA Hospitality Solution Set brings budgeting, forecasting, financial planning, operational planning, reporting and performance management processes together on Oracle EPM Cloud for resort hotels, city hotels, sports centers, entertainment venues, restaurants, cafés and lounge businesses.

Developed with Oracle EPM Cloud capabilities and ERA’s hospitality industry experience, the solution provides a more reliable, traceable and predictable planning model for revenue, expense, CapEx, workforce, operations and management reporting processes.

Resort and City Hotels Room, F&B and Operations Planning Budget vs Actual Analysis AI-Supported Forecasting Financial and Management Reporting
Industry Challenges
Key Challenges in Hospitality Financial Planning

In hospitality organizations, planning is not limited to preparing a budget. Occupancy rates, seasonality, pricing strategies, F&B costs, workforce expenses, investment plans and operational variables directly affect financial results.

Seasonal Occupancy Fluctuations
Budgets, revenue targets and operational costs need to be replanned according to high and low seasons.
Dynamic Pricing and Market Change
Market demand, channel performance, competitive conditions and pricing strategies directly affect revenue planning.
F&B and Service Costs
Variability in food, labor and service costs requires accurate budgeting, cost control and profitability forecasting.
Employee Turnover and Training Costs
Recruitment, training, shift planning and productivity loss affect workforce costs.
Capital Expenditures
Renovation, improvement and investment decisions need to be managed through long-term planning.
Occupancy Forecasts
Accurate occupancy forecasting is critical for reliable budgets and revenue strategies.
Why Transformation Is Needed
From Disconnected Excel Processes to Controlled and Integrated Planning

Manual data collection, requesting budgets from different departments through Excel, formula errors, data integrity issues and limited scenario analysis create time loss, control risks and decision delays in hospitality planning processes.

Data integrity issues
User errors
Manually created data
Excel-based distribution and collection
Formula errors and inconsistent data
Limited scenario analysis
Performance issues
Data security risks
Single platform, controlled processes, reliable data and faster decision-making.
Solution Scope
End-to-End Hospitality Planning from Revenue to Expenses, from Investment to Reporting

The ERA Hospitality Solution Set addresses hospitality businesses' revenue, cost, investment, workforce, financial reporting and management reporting processes within an integrated Oracle EPM Cloud structure.

Revenue Planning
  • Room Revenues
  • F&B Revenues
  • Other Operational Revenues
Expense & Cost Management
  • Room Expenses
  • F&B Expenses
  • Other Operational Expenses
  • Non-Operational Expenses
Capital & Workforce Planning
  • Investment Planning
  • Personnel Cost
  • Workforce Planning
Integration
  • Master Data & Actuals
  • Hospitality Data
  • Trial Balance
  • Operational Revenue & Expense
Financial Reports
  • Balance Sheet & Income Statement
  • Cash Flow
  • Cash Flow Planning
Management Reports
  • Budget vs Actual Analysis
  • Profitability & Cost Analysis
  • Ad Hoc Reporting
Use Cases
Critical Planning Areas for Hospitality Operations

ERA Hospitality Solution Set covers the critical planning areas of hospitality organizations across core business processes.

01
Room Planning
Planning by room type, out-of-service rooms, double occupancy rates and available room count.
02
Room Revenue Planning
Revenue planning with ADR, ADP, occupancy rate, channel, room type, market segment, commission and pricing methods.
03
F&B Revenue Planning
Planning F&B revenue linked to room planning, walk-in covers and direct F&B revenue.
04
Other Operational Revenue
Planning SPA & wellness, golf club, tennis club, rental fees and other service revenues.
05
Expense and Cost Planning
Planning all operational expenses, cost items and department-based expenses.
06
CapEx & Workforce
Managing personnel expenses, workforce planning and capital expenditures (CapEx).
AI-Supported Planning
Smarter Forecasting and Decision Support with Oracle IPM

With Oracle EPM Cloud and Intelligent Performance Management (IPM) capabilities, planning processes do more than look at historical data. They analyze anomalies, variances, trends and forecast errors to provide stronger decision support for the future.

Automate
Automates routine planning and analysis processes and detects recurring behaviors and trends.
Predict
Generates forecasts for future periods and accelerates rolling forecast processes.
Monitor
Flags critical variances, anomalies and performance changes at an early stage.
Interact
Enables users to access data faster through digital assistant and natural language query capabilities.
Predictive Planning
Predictive Planning
  • Anomaly & Variance Detection
  • Automated Financial Forecast Generation
  • Action Suggestion & Decision Support
  • Seasonality & Trend Analysis
  • Risk Scoring & Scenario Generation
Auto Predict
Automated Forecasting
  • Continuously Running Rolling Forecast
  • Integrated with Dashboard and Smart View
  • Multi-Dataset Forecasting
Advanced Prediction
Advanced Forecasting
  • Regression & ML Algorithms
  • Long-Term Forecast Scenarios
  • Centralized and Auditable Model Management
Business Insights
Identify Variances, Anomalies and Forecast Gaps Early

Oracle IPM Business Insights automatically detects variances, forecast errors and anomalies in actual data and provides early warnings for management.

Forecast Variance & Bias Insight
Forecast Variance and Bias Analysis
Reveals hidden bias in forecasts created by teams. It measures the gap between forecasts and actuals to identify systematic errors.
If a hotel chain consistently forecasts seasonal occupancy at 95% while actual occupancy remains around 86%, Oracle EPM Cloud can analyze the gap and detect systematic optimism in the forecast.
Prediction Insight
Prediction Insight
Highlights significant differences between planned forecasts and AI-generated future forecasts.
If an AI model predicts that next month's occupancy will exceed 90% due to a major congress in the city while the planning team forecasts 75%, the system can flag this difference and help management update pricing strategy.
Anomaly Insight
Anomaly Insight
Automatically detects unusual situations where actual data deviates from expected trends.
If midweek reservation cancellations increase to three times their normal level, the system can flag the anomaly and alert the operations team to a possible OTA integration issue or pricing error.
Reporting and Analytics
Fast Overview and Real-Time Analysis Across Operations

With KPI dashboards, budget vs actual comparisons, department-based analyses and financial reports, management teams can monitor operations faster and more reliably.

Quick Overview Dashboards
Track KPIs for all operations in a single view. Rooms, F&B, golf, SPA and other units can be monitored on the same screen.
Financial and Management Reports
Manage income statement, balance sheet, cash flow and management reports centrally.
Real-Time Analysis
Analyze actuals and budget comparisons across all metrics.
Multi-Dimensional View
Analyze by company, scenario, version, period, department and currency.
Flexible Use with Smart View
Use Excel as a controlled Oracle EPM Cloud interface instead of leaving Excel completely.
Ad Hoc Analysis
Build multi-dimensional analyses on any data set directly through Smart View using Excel formulas. Save your analysis as a form and integrate it into the system without additional development and with greater control over reporting structures.
Scenario and Modeling
Stronger Financial Decisions with Different Scenarios

Budget vs actual comparisons and financial impact analyses can be performed across different company levels, currencies, scenarios and version alternatives.

Comparison across all company levels
Analysis with different currencies
Scenario and version alternatives
Target setting
Fast financial impact analysis
Monte Carlo simulation
Goal Seek analyses
Worst / Best / Base scenario alternatives
Smart View
Use Excel as a Controlled Interface Instead of an Uncontrolled Spreadsheet

With Smart View, users can keep their Excel habits while managing data within a centralized, secure and auditable Oracle EPM Cloud structure.

Working with all Excel functions and cell-based capabilities
Easy bulk data entry
Customizable reporting interface
Designing reports without IT support
Forms and reports available through the web interface
Process-based sequential task assignment and task status tracking
Industry Suitability
Flexible Solution for Different Hospitality Businesses

ERA Hospitality Solution Set is designed to be applicable to hospitality organizations of different scales and structures.

Resort Hotels
City Hotels
Sports Centers
Entertainment Venues
Restaurants, Cafés & Lounges
Hotel Groups and Chain Businesses
Success Stories
Selected Hospitality and EPM Experience

You can explore selected project experiences delivered in the EPM field.

Gloria Hotels & Resorts
Gloria Hotels & Resorts
EPM Planning and Budgeting
Consolidated planning of complex revenue and expense structures for resort hotels and profitability management.
Read the story →
The Marmara Group
The Marmara Group
EPM Planning and Budgeting
Moving budgeting and reporting processes of hotels and businesses across different locations to a single platform.
Read the story →
CONTACT
Let’s Strengthen Your Hospitality Planning Processes Together
Our expert team can evaluate your hospitality planning processes with you and help define the right Oracle EPM Cloud roadmap for your organization.
Get in Touch with Our Experts →
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