Planning and Budgeting in Cloud

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Global Integrated Management System Ltd
Planning & Budgeting in the Cloud

Introductions1
World-Class Planning2
Is PBCS for You?3
Demo4
Getting Started5
Q&A6
AGENDA

PAIN POINTS IN PLANNING
 Planning cycles are too long; by the time the
budget/forecast is done, the numbers are stagnant
 Excel-based, manual processes are vulnerable to
error
 Data integrity issues due to disparate systems and
lack of transparency into the processes/numbers
 No central repository of data to be accessed by key
users
 Planning best practices such as drivers, modeling,
and scenarios are not supported

WORLD-CLASS PLANNING
4,200+ organizations worldwide utilize Oracle Hyperion Planning.
 Ranked as THE leader in Gartner’s Magic Quadrant every year since inception in 2002
 Largest investment in research and development in the industry
 Supporting all industries, federal agencies, state and local governments,
healthcare, higher education
Hyperion customers report an average
of:
 27 days saved in the annual plan
 27% fewer iterations of the plan
 31% less FTEs involved in the process
 23% less time aggregating data
 35% more time to analyze the results

ORACLE IS A CLOUD LEADER
62,000,000 people log into
Oracle Cloud on a daily basis
20,000 companies run
applications on the Oracle Cloud
19 Oracle owned and operated
data centers around the globe
Over 35 security certifications
Over 31,000,000,000
transactions processed daily

Built on over
15 years of
product
innovation
Oracle
PBCS
Launched
February 14, 2014
425+
Customers to date
Available and
supported
globally
24 x 7 x 365
Clients
across
industry
Financial Services, Higher
Ed, Consumer Goods, Oil
and Gas, Retail,
Professional Services,
High Tech
37,000+
End users and
growing!
HYPERION IN THE CLOUD

IS PBCS FOR YOU?
Perfect for Operations, HR,
IT, Sales, Marketing,
Finance






Reduce or eliminate up-front capital
investment + low cost of ownership
Faster implementations mean faster
time-to-benefit
Monthly subscription
Automatic upgrades & patches – always
have the latest features
Excel-based admin capabilities Common
web browser & MS Office interfaces =
high user adoption
RAPID
DEPLOYMENT
FIRST-IN-CLASS
FUNCTIONALITY
SCALABILITY
OF THE CLOUD

PBCS OVERVIEW
 Subscription-based enterprise planning service
 Powerful workflow and user task management
 Embedded driver-based and predictive planning
 Seamless Microsoft Office integration
 Mobile enabled for data entry and
approvals
 Powerful reporting and analysis Robust data integration
 Cloud-based ‘Software as a Service’
delivery
 No capital infrastructure investments
 Minimal IT resource requirements
 Owned by Line Of Business

Login Application

Data

Expense

Revenue

Gross Profit

GETTING STARTED WITH PBCS
PBCS Rapid is an accelerated deployment customized for
your organization and delivered in weeks depending on
requirements. Our agile methodology ensures that you get a
rapid return on investment without sacrificing quality or results.
PBCS Rapid enables financial
professionals to move past
spreadsheet-based processes and
focus time on what-if analyses,
driver-based modeling, forecasts,
and other high-value
activities.

Rapid Implementation Schedule

THE FEATURES
 Dimensionality  Business rules







Account (custom)
Entity (custom)
Period
Year
Scenario
Version
One custom dimension




Custom data forms
Custom Hyperion / Smart View
reports Training and documentation
Post-production support
 Modeling




P&L planning/forecasting
Targeting setting
Monthly plan/forecast entry
Consolidation
 Multiple data sources

THE ENHANCEMENTS
 Currency conversion with multiple
local and reporting currencies
 Cash flow budgeting/reporting
 Additional complex business rules/Calc scripts
 Additional dimensionality requirements
 Additional reporting needs
 Additional data sources
 Additional web forms/input templates
 ASO extension for large
dimensionality

Q&A

Thank You

Planning and Budgeting in Cloud

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