Oracle Planning and Budgeting Cloud Service (PBCS) is an Enterprise Performance Management software you can get more quickly and affordably than you may realize. Here’s a chance to learn all about it.

1. PLANNING & BUDGETING CLOUD SERVICE
Why Companies Under $1B in Revenue are Dropping Excel-
based FP&A Processes

2. 2www.datavail.com
OUR ORACLE SPECIALIZATIONS
AdvancedEPM has earned 14 Oracle Specializations with EPM, BI, and various industries. This was made possible
through our excellent customer references, certified Oracle consultants and a proven consulting approach.
Specialized
Oracle Hyperion
Data Relationship
Management 11.1.2
Specialized
Oracle Hyperion Financial
Management
Specialized
Oracle Hyperion Planning
Specialized
Oracle Essbase
Specialized
High Technology
Specialized
Oracle Accelerate for
Midsize Companies
Specialized
Wholesale Distribution
Industry
Specialized
Oracle Financial Services
Industry
Specialized
Oil and Gas
Specialized
Industrial Manufacturing
Industry
Specialized
Consumer Goods
Specialized
Professional Services
Specialized
Natural Resources
Specialized
Aerospace and Defense

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ORACLE CLOUD APPLICATIONS
We provide implementation services around the following Oracle Cloud applications:
EPRCS
Enterprise
Performance
Reporting
Cloud
Service
EPCS
Enterprise
Planning
Cloud
Service
PBCS
Planning
Budgeting
Cloud
Service
ARCS
Account
Reconciliation
Cloud
Service
FCCS
Financial
Consolidation &
Close
Cloud
Service
ERP
Enterprise
Resource
Planning
Cloud
Service

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CHALLENGES IN Planning and FORECASTING
Forecast Spreadsheets
Only 11% of Organizations
have Specialized Software
for all Planning
Forecast Ability
Only 40% Can
Forecast Only 3
Months Ahead
Planning Quality
Quality – data integrity,
lack of standardization &
communication
Planning Flexibility
Lack of
responsiveness to
changes
Planning Time
Cycles take too
long, missed
opportunities and
obsolete
Planning Cost
Many wasted
resources,
questionable
benefits

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Planning Budgeting & Cloud Service DELIVERS
1. Rapid Adoption
2. Superior Capability
3. Flexible
Deployment

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Oracle Planning and Budgeting Cloud Service
Hyperion Planning available as a Cloud Service
AT A GLANCE
• Rapid, intuitive application
creation, simplified ease of use
• Accessible anywhere from your
web browser or spreadsheet.
• Best Practice Enabled.
BENEFITS
• Unprecedented cloud-based
functionality
• Cost effective annual subscription
license
• Eliminates cost of infrastructure &
Capex
• Leverages on-premise best practices
KEY FEATURES
• Monitoring and Risk Assessment
Controls
• Flat File Loads – Hyperion Planning
• Reporting - Financial Reports
• MS Office - Smart View
• Rules Management - Calculation
Manager

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ADOPTION AND MAINTENANCE
Designed to
Accelerate
Adoption and
Reduce
Administration &
Maintenance
• Landing page
• Guided demo application
• Best practices for designing an
application
• Detailed task list template covering
build, test, and rollout phases
• Training videos and tutorials
• Deep Excel integration
• Ability to separate planning and
reporting
• Application diagnostics with
governors
• Automated scaling based on user
demand
• Built in redundancy and fault
tolerance
• Scheduled maintenance for
patches and version upgrades
• Excel based admin capabilities
Reduce Administration
& Maintenance
Accelerate PBCS
Adoption

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PBCS Application Diagnostics
What and How
What It Is
• Diagnose Design Before
Out
• Show Warnings And Errors
To Make Performance
Efficient
How It Works
• Run on entire application or
on selected artifacts

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PBCS Application Diagnostics
Areas Monitored
STANDALONE
BUSINESS RULES
BUSINESS
RULES IN
FORMS
FORMS
DIMENSION
PLANNING
UNITS
MAP
REPORTING

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Source Integration In Planning
Supports Seamless Metadata and Data Integration
Oracle EBS, PeopleSoft, JDE,
Fusion APPs, SAP R/3
Data Warehouse Data
Mart
Other Systems
Flat Files
Metadata
Data
Planning & Budgeting
Cloud Service
Web Interface
Financial Reports
Microsoft Office

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Additional Specifications
Subscription Pricing: Per User/Month/Application. Minimum of 10 users.
• Each Additional Planning Application Will Require a New Subscription
Environments: Two Environments (Pre-prod & Prod)
• Patching Based on Selectable Schedule
Resource Limit: 150 GB Of Total File System Disk Space
• Essbase Databases + FR Reports and any Exported LCM Content
Planning Modules not included In 13.2 (v1) Release
• Capital Asset Planning, Workforce Planning, Project Financial Planning,
PSPB
Users and Roles Managed through Common Oracle Identity Manager
Across All Services
Key features added to Calc Manager

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Oracle Cloud Physical Data
Center Security
Access cards required and inventoried
nightly
Multiple security zones and “Man
Traps”
Biometric scanners
24 x 7 video surveillance
Customer tours available

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Oracle Operations Staffed with 100% Oracle Employees
Security is a top priority
Access to Systems Only For:
• Platform Maintenance
• System Upgrades
• Network Issues
• SLO Guarantees
Governed By:
• Policies
• Processes
• Laws & Regulations
• Code of conduct and ethics
Audited By:
• Security Team
• Regulatory Compliance
• Chief Privacy Officer
Must Have:
• Qualifications
• Background Checks Inc
employment Referral Checks
• Privacy and Legal Training

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PBCS DEPLOYMENT OPTIONS
New applications and Existing Applications
Oracle
CloudNew Applications
Develop and deploy in the Cloud
Develop In the Cloud, deploy On-
premises
Move existing
Applications to the Cloud
Upgrade into Cloud from 11.1.1.4 and above
Migrate Applications into on-premises, if needed

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Easy to Use with Good Response Times
The addition of Oracle Planning and Budgeting Cloud
Service to Oracle’s Cloud portfolio offers us more choice
in deployment. We found Oracle Planning and Budgeting
Cloud Service particularly easy to use with good
response times and all the functionality that we expect
from a sophisticated planning application.
Steve Tevault
(Database Administrator, Friendly's Ice Cream )

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Pre-delivered Training is Great Value Add
The pre-delivered training in Oracle Planning and
Budgeting Service is a great value add to the customer.
This training helps to accelerate deployment by
facilitating on-boarding, education and buy-in for the
product when rolled out.
Maria Hugo
(Enterprise Systems Manager, Salmat )

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Designed for Quick Deployment
Oracle has thoughtfully designed the new Oracle
Planning and Budgeting Cloud Service. The offering
provides all the functionality of Oracle Hyperion Planning
and includes cloud-specific enhancements to accelerate
deployment and make it easy for users to get going with
little to no training. Kirill Parfinenko
(Takeda Pharmaceuticals LLC in Russia)

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Designed for Quick Deployment
We are excited about the new Oracle Planning and
Budgeting Cloud Service. A Cloud-based solution has
the potential to help us free up resources to focus on
continued innovation and growing our business
internationally.
Elaine McKechnie
(Head of IT, Baxters Food Group)

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YOUR TRANSITION TO THE CLOUD
The process to move to the cloud.
Purchase the Oracle
EPM and/or ERP
Cloud Service
AdvancedEPM will setup
your new application in
the Cloud
AdvancedEPM delivers the
training and knowledge
transfer. You start using the
Cloud!
Select your AdvancedEPM
Cloud Implementation
Package
You review, provide
feedback, and validate the
solution.

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DEMO
Oracle Planning Budgeting Cloud Service Live Demo

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CLOUD IMPLEMENTATION PACKAGES
Just the right fit!
CLOUD CLASSIC
CLOUD ESSENTIALS
CLOUD COMPLETE
Get up and running
fast with our Cloud
Essentials Package.
Classic Package has all the same components as
the Essentials Package while also providing
additional features.
Complete Package will provide you
with the full benefits of the cloud.
We offer three flexible deployment options to
guarantee that you are getting exactly what you
need. .

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ROADMAP TO THE CLOUD
AdvancedEPM can create a roadmap to easily transition your company to the cloud.
G e t i n t o t h e O r a c l e C l o u d
The top agenda item for CIO’s – Taking their companies to the cloud!
EPM ERP
The time is now!
7 YEARS
Speedy
CLOUD
TECHNOLOGY
EPM AND
ERP
62%
ORACLE CLOUD

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PROUDLY SERVING MARKET LEADERS
To name a few…

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INDUSTRY SPECIFIC PROOF-OF-CONCEPTS
Available upon request
Financial
Services
Healthcare &
Life Sciences
Engineering &
Construction
Media &
Entertainment
Retail &
Consumer Goods
Aerospace &
Defense
Industrial
Manufacturing
Professional
Services
Oil & Gas
Automotive

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SUCCESS STORY
Planning Budgeting Cloud Service
American brand Rag & Bone is a global retailer with footprints in the United States, London,
Japan and Korea. The Rag & Bone brand is sold in more than 700 stores around the world
and they continue to experience rapid growth.
Solution - Rag & Bone, partnering with AdvancedEPM Consulting Inc., developed three
cubes to support their performance measurement and management needs. The first cube
was designed for budgeting and performance reporting on key business lines, including
funds transfer pricing and cost allocations. The second cube allowed for analysis of Rag &
Bone’s Sales and the overall impact of Sales on the organization. Using Smarts List to ASO
cube capabilities, an ASO cube was implemented to allow Rag and Bone to analyze results
across Seasons.
The structure of PBCS allows Rag & Bone to have the following:
• Improved insight into P&L at Store, Country, and Organization level
• Analysis along Wholesale and Retail channels
• Top 25 and bottom 25 product reporting to allow for better analysis
• Seasons reporting and its impact on the organization
• Currency processing and its impact on results
Benefits Achieved
To support their growth, Rag & Bone partnered with AdvancedEPM Consulting and
implemented Oracle Planning Budgeting Cloud Services to enhance the overall planning
processes. This provided transactional level data to measure and manage costs in relation to
key drivers, as well as for human resource planning and reporting. The project was completed
on-time and on-budget.

26. CONTACT US
Contact Information
Datavail
Tel 866-583-3788
todd.rebner@datavail.com
www.datavail.com