- Brookdale University Hospital and Medical Center implemented Oracle's Planning and Budgeting Cloud Service (PBCS) to replace their complex Excel-based budgeting process and enable monthly actual-to-budget reporting for variance analysis. The implementation was handled internally by Brookdale's finance team and provided improved transparency, accountability, and self-sufficiency for end users. Initial benefits included replacing manual processes, providing enterprise-wide reporting capabilities, and delivering a foundation for future enhancements.

1. Celebrating twenty years of Integrated
Business Analytics Solutions
ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA

2. ENTERPRISE PERFORMANCE MANAGEMENT | BUSINESS INTELLIGENCE | BIG DATA
Cloud Showcase:
Brookdale University Hospital and Medical Center

3. Agenda
• Speaker and Customer Introductions
• Business Background
• Business Challenges
• Project Mandate and Goals/Why PBCS
• Implementation Approach
• Current Status/Phase I Benefits
• Project Timeline
• Next Steps
• Closing and Q&A

4. • DollyAnn Yorke – Vice President, Budget and Reimbursement
4 years with Brookdale Hospital Medical Center
21 years in Healthcare
Budget, Reimbursement, Financial Planning and Chargemaster
Cherisse Worlds – Healthcare Lead
2.5+ Years with Edgewater Ranzal
17+ Years in Healthcare Industry Experience/9+ Years working with the Oracle/Hyperion
Technology
Certified in Business Intelligence and Analytics with implementation experience in various areas
of healthcare including budget and forecasting, productivity, statistics, and costing.
Focused on Developing Foundation/Accelerated Solutions for Providers and Payers
Speaker Introductions

5. • The Brookdale Hospital Medical Center is a nonprofit 501(c)(3) medical
services provider that is a critical part of the healthcare delivery system in
the borough of Brooklyn, in New York City.
• Opened in 1921 as a single facility with basic healthcare capability.
• During the last 95 years Brookdale has become a full-service teaching
hospital campus including: inpatient care, ambulatory care, long-term care,
senior living, and emergency medicine.
• 530 certified acute-care beds
Customer Introductions

6. • Large presence of excel models to facilitate budget
• Data transparency
• Accountability and Ownership
• End-user self-sufficiency
• Time and effort
• Reporting
Business Challenges

7. • Replace the Brookdale existing excel Budgeting process and add the capability of actual monthly
reporting for variance analysis.
• Simplify the budget process with the goal to shorten the timeline
• Implement a system that was transparent across the organization, uses standardized budget
assumptions, and simultaneously enables budget change tracking
• Implement a system that is intuitive and user-friendly
• Provide a system that Brookdale can build upon in the future – a system that the administration
team can make changes to and modify on their own using out of the box functionality with little to
no IT involvement
Project Mandate and Goals/Why PBCS

8. • Little to no IT involvement for initial rollout
• Finance team handled updating dimensionality and
loading data
• Rollout to roughly 80 users
• Budget and some operation reporting was created
for more Enterprise type reporting
• Brookdale already looking forward based on initial
use of system and what they can do next
Implementation Approach
PBCS

9. • Planning solution that delivered the means to plan Operational/Labor expenses and Revenue
based replacing complex excel spreadsheet models and manual process
• Cloud based planning system
• Delivery flexibility
• Data transparency
• Positive End User Acceptance
• Enterprise wide reporting system:
• Actual to Budget reporting analysis
• End-user adhoc reporting
• Monthly Operating Packages
Current Status/Phase I Benefits

10. Project Timeline
Analysis &
Design
• Aug 30 – Sep 13
Build
• Sep 13 – Nov 8
Test
• Nov 15 – Nov 29
Rollout
• Nov 29 – Dec 06
Go-Live
Support
• Dec 6 – Dec 20

11. Team Composition
Executive Sponsor
CFO
VP, Budget &
Reimbursement
HC Lead
Remote PBCS
Consultant
Financial Analyst Finance Manager
HC Practice
Director
Asst. Director
Reimbursement
Steering Committee
Accounting, Operations

12. • Continued Budget Enhancements
• Refine Labor Process
• Expand End-User Ownership
• Continued Reporting Enhancements
• Full Implementation of Monthly Reporting Packages
• Monthly Budget Variance Analysis and Justifications
• Service Line Analytics with EPIC Integration
Next Steps

13. Questions?
Dolly Ann Yorke, Vice President, Budget & Reimbursement , Brookdale dyorke@bhmcny.org
Cherisse Worlds, Healthcare Lead, EP&A Practice, Edgewater Ranzal cworlds@ranzal.com

14. 6 Conference Sessions. 3 Lunches. 1 Happy Hour! Join Us.
− LUNCH N LEARNS @ the Thirsty Bear,
11:45-1:00 pm
− Mon: Cloud Showcase Featuring Universal Health
Services and Brookdale Hospital
− Tues: MasterCard Worldwide Drives Performance
Using Oracle HPCM
− Wed: Terumo Medical: Integrated Business
Analytics at its Best!
− Register for Lunches or Tuesday night Happy Hour
@Southside Spirit House @aingram@ranzal.com.
− RANZAL KIOSK, Moscone West, 3rd Floor
We're giving away Apple watches and TVs, wireless headphones, Bluetooth speakers, and much more!
Receive an entry every time we see you - sessions, lunches, happy hour, and at our EPM kiosk #10
− CONFERENCE SESSIONS
− Universal Health Services Presents:
Monday, 9/19, 1:45pm - 2:30pm, Moscone West - 3018
Oracle Enterprise Performance Management on Premise
and in the Cloud: Taking a Hybrid Approach
− MasterCard Presents:
Monday, 9/19, 3:00pm - 3:45pm, Moscone West - 3020
Customers Present - Profitability and Cost Management
− Ranzal Presents:
Wednesday, 9/21, 11:00am, Moscone West - 3rd Floor
Understanding Cloud Strategies: On Premise, Cloud,
and the Hybrid Approach
− TransRE Presents:
Thursday, 9/22, 9:30am - 10:15am, Moscone West - 3020
Introduction and Update: Oracle Hyperion Financial
Close Suite
− Brookdale Hospital Presents:
Thursday, 9/22, 1:15pm - 2:00pm, Moscone West - 3018
Brookdale Hospital's Journey to the Cloud
− PPG Industries & Trinity Health Presents:
Thursday, 9/22, 1:15pm - 2:00pm, Moscone West - 3024
Customers Present - PPG Industries Simplifies with
DRM