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PLANNING AND BUDGETING IN THE CLOUD
A Finance Success Story with Oracle EPM
twitter.com/PRFT_Oraclelinkedin.com/company/perficientfacebook.com/perficient

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ABOUT PERFICIENT
Perficient is the leading digital transformation
consulting firm serving Global 2000 and enterprise
customers throughout North America.
With unparalleled information technology, management consulting,
and creative capabilities, Perficient delivers vision, execution, and
value with outstanding digital experience, business optimization,
and industry solutions.

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PERFICIENT PROFILE
• Founded in 1997
• Public, NASDAQ: PRFT
• 2014 revenue $456.7 million
• Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chattanooga,
Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,
New York City, Northern California, Oxford (UK), Southern California,
St. Louis, Toronto
• Global delivery centers in China and India
• >2,600 colleagues
• Dedicated solution practices
• ~90% repeat business rate
• Alliance partnerships with major technology vendors
• Multiple vendor/industry technology and growth awards

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PRESENTERS
Gordon Hofman
Vice President, Finance
Carrix, Inc.
Gordon.Hofman@ssamarine.com
Tony Coffman
Oracle EPM Practice Director
Perficient, Inc.
Tony.Coffman@Perficient.com

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PERFICIENT’S ORACLE EPM PRACTICE
• EPM Strategy & Assessments
• Financial Close Suite / Planning Suite
• Planning Budgeting Cloud Service (PBCS)
• Enterprise Performance Reporting
(EPRCS)
• Data Relationship Management
(DRM/DRG)
• Profitability & Cost Management (HPCM)
• Infrastructure & High Availability
Service Offerings
• Oracle Platinum Partner
• EPM Practice Founded: 2002
• Projects: 800+
• Mgmt Team: 13+ years
• Oracle Authorized Education Center
• SupportNet Managed Services
Fast Facts Specializations

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TRENDS THAT IMPACT YOUR ORGANIZATION
Responsive Design
Mobile form factors (phones, tablets)
drive the expectation of access
anywhere, with full fidelity, on any
platform – for important apps and
even your intranet
Cloud / SaaSTools
“Out-of-the-box” services are
becoming available as products with
license subscriptions, slashing
development time and impacting
TCO models
Consumerization of IT
The demand for consumer-level
quality of devices and form factors,
software, services, and response
times continues to define end-user
expectations

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EPM CLOUD
PBCS
EPM Cloud
Platform
FCCS
PBCS-Enterprise EPRCS

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PLANNING BUDGETING CLOUD SERVICE

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PLANNING BUDGETING CLOUD SERVICE
File
Excel
XML
Hyperion Financial
Management
Oracle EBS,
PeopleSoft, JDE, Fusion
APPs, SAP R/3
Data Warehouse
Data Mart FDM
Enterprise
Edition
EPM Automate Financial Reports
Microsoft Office
Data
Drill-Through
Web Interface
* Metadata supported for EBS and PSFT

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SIMPLIFIED UI
• Supports multiple themes
and background
• Easier adoption with intuitive
mobile-friendly interface
• Admin Console
• Plan type and dimension
management
• Import export dimensions
and data
• Job and schedule management

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FINANCIAL PLANNING CYCLE

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ABOUT SSA MARINE
• HQ in Seattle, Washington
• Marine Cargo Handling
Companies Industry
• Privately held
• Operations in 9 countries
• 150 companies / 200 locations /
6 segments
• ~50 joint ventures
• 10 day close for month end
• 80 day close for year end
• Annual forecasting
• Proprietary ERP
Panama
Chile
Colombia
Mexico
United States
New Zealand Vietnam
Canada
South Africa
Alaska
Locations

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CHALLENGES
Reporting
• All reports done in Excel
• > 100 pages monthly reporting package
for parent company
• Many “monthly” additional reporting
packages to produce
• Budgeting and forecasting model
over 200MB
• Model built for only one business segment
Organizational
• Complex organizational structure
• Multiple reporting structures
• Many unique operations
• Limited internal resources
• Limited support from C-Suite

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WHY PBCS?
Planning, Budgeting, and Cloud Service
• Alleviates the need to have a large amount of data in one file
• Allows for multiple organizational structures with easy transition
between the structures
• Easy to build multiple formats for forecasting
• Facilitates quick analysis between historical results, current
results and forecasts
• No significant reliance on internal IT support
• Very scalable

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PROJECT SCOPE
• Replace current Excel-based reporting and
consolidation models
• Collect Actuals from JV partners and automate
loading to PBCS
• Load Job Cost data from iSeries ERP for analysis
• Create both fiscal and calendar years views
• Develop roll forward web forms in a centralized
location to calculate Cash Flows
• Develop projection templates based on historical data
and forward looking assumptions
• Configure application-level security based on user
groups and/or roles

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MULTIPLE ORG STRUCTURES

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SCENARIOS

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JOINT VENTURE DATA LOADS WITH VARYING YEAR-ENDS

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ROLL FORWARD WEB FORMS

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ROLL FORWARD WEB FORMS

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CASH FLOWS – MONTHLY CALCULATION & ANNUAL
REPORT

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FORECASTING TEMPLATES

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WORKFLOW

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QUESTIONS
Type your question into the chat box

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OVERCOMING 5 BARRIERS TO DIGITAL TRANSFORMATION
Nigel Fenwick
VP, Principal Analyst
Forrester Research
Register Today!
Overcoming 5 Barriers to Digital Transformation
WEBINAR: Thursday, February 11th, 1:00 - 2:00pm CT
Registration URL: http://bit.ly/PerficientDTWebinar
Michael Porter
Managing Principal
Perficient
Speakers