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Introduction to Planning: Solving Business Problems with Planning/PBCS

Join Brian Marshall, VP of Delivery at US-Analytics, for an introduction to Planning/PBCS. Learn how this web-based and Excel-based planning/budgeting/forecasting tool can solve business problems such as reducing reliance on Excel, improving accuracy, and centralizing data. Discover the features and benefits, as well as the roles and responsibilities involved in implementing Planning/PBCS. Don't miss the live demo and Q&A session.

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Introduction to Planning: Solving Business Problems with Planning/PBCS

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  1. Introduction to Planning

  2. AGENDA 1 Introductions 2 What is Planning/PBCS? 3 What Problems Does it Solve? 4 How Does it Solve These Problems? Who Does What? 5 6 How Long and How Much? 7 Show Me! (Live Demo) 8 Q&A

  3. About Brian Marshall • VP of Delivery • 19+ years IT and EPM/BI Experience • 14+ years with US-Analytics • 100+ projects with US-Analytics • Presented at Kscope every year since 2010 • Frequent blogger at HyperionEPM.com EPMMarshall.com

  4. About US-Analytics Dallas-based, Hyperion-focused for over 15 years with continuous business growth • We are nimble and respond quickly to customers’ needs • Over 500 clients and over 1,000 successful Hyperion engagements • Seasoned business and technical acumen with EPM and BI initiatives • Over 65 professionals with 12+ years each of Hyperion experience and certifications • Active leaders in the Oracle community • Founder of Hyperion Professional Women's Forum, advisory board leadership, conference presentations, webinars, EPM Speaker of the Year at Kaleidoscope in 2015 and 2014 • Corporate culture of integrity with 100% customer commitment • Managed services • Managed services team is Dallas based, each with 10+ years of experience • Proven processes for all aspects of managed services

  5. ABOUT US-ANALYTICS Services Solutions Process & Advisory Planning & Forecasting Infrastructure Financial Close & Consolidation Implementations Business Intelligence Upgrades & Migrations Data Governance Managed Services Big Data Training Data Integration Accolades • Original Oracle Hyperion and Pillar Partner • Oracle Hyperion Financial Management 11 • Oracle Hyperion Planning 11 • Oracle Essbase 11 • Oracle Data Relationship Management 11 2015 Oracle TOLA EPM Partner of the Year 2013, 2014, 2015

  6. What is Planning/PBCS? • Planning comes in two flavors: • Oracle Planning and Budgeting Cloud Service (Cloud) • Oracle Hyperion Planning (On-Premises) • Web-based and Excel-based Planning/Budgeting/Forecasting Tool • Focuses on the process, not just the data of your business • Reduces Excel processes and manipulation • Increases time spent analyzing the data rather than collecting it • Eliminates the need for e-mailed or shared input templates • Provides impressive workflow and input validation capabilities

  7. What Problems Does it Solve? • Reduce reliance on Excel as an input mechanism and instead use it for analysis • Reduce annual plan time • Provide the ability to create monthly forecast • Improve accuracy and eliminate costly mistakes • Centralize everything • Input of data • Calculations of forecast information • Currency conversion • Process management using workflow • Save us from Excel hell! (sorry for the buzz-word, but if the shoe fits…)

  8. What Problems Does it Solve? • Provides what-if analysis through versioning natively • Provides top-down and bottom-up versions • Provides time-based scenarios to control input • Object-level security allowing for not only the data to be secured, but forms, tasks lists, and approvals as well • Visualizations on both forms and dashboards

  9. How Does it Solve These Problems? • Four main ingredients: • Web-Service to provide an interface for both a browser and Excel • Java-based code normally deployed via WebLogic • Relational database to store settings, configurations, and text-based information • Compatible with Oracle DB, SQL Server, and DB2 • Essbase multi-dimensional database to store numerical data and provide the heavy lifting for calculation and aggregation • Industry-leading OLAP database • Smart View Add-In for Microsoft Office • Excel • Word • PowerPoint • Even Outlook!

  10. Who Does What? • Who owns the infrastructure? • Cloud • Oracle • On-Prem • IT • Who owns the application? • Generally finance, accounting, or an operational group • Who users the application? • From a small set of users in finance, accounting, or an operational group down to hundreds if not thousands of “field” users • Who administers the application? • Generally the application owners will have a more technical “power user”, though due to a lack of availability, Managed Services has become more popular in the last 2-3 years

  11. How Long and How Much? • Implementations have a very large range, usually starting around 12 weeks • The more business functions you interact with, the longer it takes • Financial Statements • Workforce • CapEx • Operations • What about the software? • Cloud, between $120 and $250 per user per month forever…list (never, ever pay this) • On-Prem, roughly $3500 per user up front plus annual maintenance…list (please, please, please don’t pay this)

  12. Cloud vs. On-Premises • I think Oracle wants us to forget this exists • Very little new functionality in the last 24 months • Requires IT infrastructure • Cloud Pros • On-Prem Pros • Cloud Cons • On-Prem Cons • Oracle’s clear direction • Far less IT support required • Great if you prefer OPEX vs. CapEx spend • You own it instead of renting it • Complete control over infrastructure • Complete access to the back-end supporting systems (relational and Essbase) • No control over infrastructure • Active Directory integration requires IT support • Not everyone wants to be on someone else’s server

  13. Show Me! • Live Demo!

  14. Q&A ?

  15. Shameless Plug • Visit my blog: • EPMMarshall.com • Formerly HyperionEPM.com • Visit my benchmark: • EssBench.com • Connect to #orclepm on twitter:

  16. Introduction to Planning

  17. Screenshots! • In case the demo can’t connect…have some screenshots. • Also, if you are downloading this, it might be more entertaining and a single slide that says “Demo!”

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