The document presents an overview of planning and budgeting in the cloud, specifically focusing on Oracle's Planning and Budgeting Cloud Service (PBCS). It highlights the benefits of using PBCS, including enhanced planning efficiency, reduced errors, and better data integration, with testimonials from over 4,200 organizations. Additionally, it emphasizes the ease of implementation and ongoing support of the cloud service, positioning Oracle as a leader in enterprise planning solutions.

1. Planning & Budgeting in the Cloud
World-class planning, simplified.
Scott Dennis, Senior Manager, EPM, Oracle
Gwen Coyle, Vice President, Delivery, US-Analytics
Craig Kee, Engagement Director, US-Analytics

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AGENDA Introductions1
World-Class Planning2
Is PBCS for You?3
Demo4
Getting Started5
Q&A6
ONE ATTENDEE
WILL WIN!

3. ABOUTUS-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
Master Data Management
Business Intelligence
EPM: Financial Close & Consolidation
EPM: Planning & Forecasting
Solutions
Data IntegrationTraining
– Original Oracle Hyperion and Pillar partner
– Oracle Hyperion Financial Management 11
– Oracle Hyperion Planning 11
– Oracle Essbase 11
2013, 2014,
2015
2015 Oracle TOLA
EPM Partner of
the year
Accolades

4. 4
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5. 5
EPM SOLUTIONS PRACTICE
Our team of CPAs, MBAs, and product- and process-certified IT professionals can
meet your needs at any time during your company’s project lifecycle, providing
complete end-to-end coverage of your technology investment.
 Hundreds of customers
 Thousands of EPM projects
 Net Promoter Score verified
 Long-term advisor
relationships
 Over 15 years of experience
with Oracle platform
 Oracle EPM Partner of Year

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 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
PAIN POINTS IN PLANNING

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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
WORLD-CLASS PLANNING

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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

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

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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
IS PBCS FOR YOU?
RAPID
DEPLOYMENT
SCALABILITY
OF THE CLOUD
FIRST-IN-CLASS
FUNCTIONALITY

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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

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DEMO!

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PBCS Pro 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.
GETTING STARTED WITH PBCS
PBCS Pro 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.

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

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 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
THE ENHANCEMENTS

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Q&A

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WHAT’S NEXT?
 Schedule a custom demo for your organization
 Review cost proposals, a high-level implementation
timeline, and how to make PBCS work in your organization
Email us: info@us-analytics.com
Call us: 214.630.0081

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