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The Sky is the Limit
PBCS Beyond the Finance Department
© 2016 eCapital Advisors, LLC.
2
•  Minneapolis, MN based consulting firm
•  Business Analytics and Big Data focused
•  Over 250 EPM & BI customers
•  Employees:
•  Dedicated to Enterprise Performance Management
and Business Analytics, enabling clients to make
better business decisions
•  Proven customer satisfaction and experience across a
variety of industries
•  Advisory services, strategic assessments,
implementations, upgrades, training, customer
enablement and managed services
© 2016 eCapital Advisors, LLC.
Oracle EPM & BI Client Sampling
© 2016 eCapital Advisors, LLC.
What is PBCS?
4© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
What is PBCS?
5© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
6© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Why Choose
PBCS?
Cloud
Functionalit
y
Integration
with Finance
Today’s Webinar
Why Choose PBCS?
7© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Plan Types and Dimensionality
8© 2016 eCapital Advisors, LLC.
MATL
SPEND
RPTG
PBCS Outside of Finance
RPTG
Input Process
9© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Simple Input via Web
and Excel
Initiate Business Rule
Calculations
Calculation Enhancements
10© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Smart Push
11© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Streamline Data Sync
Eliminate Reporting Lag
Integrate Input Process
Define Data Scope
Sandboxing
12© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Dynamic What-if Scenario
Modeling
Ability to Finalize Sandbox
Versions
Valid Intersections
13© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Define Multi-Dimensional
Relationships
Leads to Less Data Form
Maintenance
Task Lists
14© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Newest Features & Updates
15© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Newest Features & Updates
16© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Operational Reporting
17© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Integration with Finance
•  Manual Loads/Exports
•  Data Management
•  EPM Automate
•  FDMEE
18© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Manual Loads & Exports
•  How it works
•  What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Manual Loads & Exports
•  Pros
•  FREE!
•  Can be automated
•  Cons
•  Format is “not ideal” (not as forgiving as other methods)
•  No mapping, validation, transformation
•  Execution spans multiple screens
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
EPM Automate
•  What is it?
•  What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
EPM Automate
•  Pros
•  Easily automated and scheduled
•  Can be used in conjunction with other processes
•  Can run initiate numerous tasks within PBCS
•  Export Data
•  Import Data
•  Execute business rules
•  Cons
•  Command line tool
•  No mapping, validation, transformation
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Data Management
•  What is it? Why would I use it?
•  What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Data Management
•  Pros
•  FREE!
•  Powerful mapping and validations engine
•  Automation available
•  Cons
•  No data exports
•  Can only import using flat files from inbox/outbox
•  Built in scheduler is almost never all encompassing
•  Need a business rule run before or after?
•  File upload to inbox before?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
FDMEE
•  What is it?
•  What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
FDMEE
•  Pros
•  Single, consolidated hub of info coming to/from Hyperion
•  Cloud capable
•  Powerful mapping and validation engine
•  Oracle strategic direction
•  Cons
•  Not free
•  Not offered as a cloud service
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
27© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Why Choose
PBCS?
Cloud
Functionalit
y
Integration
with Finance
Today’s Webinar
28© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
eCapital Cloud Enablement Kits
http://ecapitaladvisors.com/cloud-enablement-kit/
Bob Usset
busset@ecapitaladvisors.com
Senior Consultant
© 2016 eCapital Advisors, LLC.
Ryan Koehler
rkoehler@ecapitaladvisors.com
Manager, EPM Practice
Questions? Please contact us!

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Sky Is The Limit: Extending Oracle PBCS Beyond The Finance Department

  • 1. The Sky is the Limit PBCS Beyond the Finance Department © 2016 eCapital Advisors, LLC.
  • 2. 2 •  Minneapolis, MN based consulting firm •  Business Analytics and Big Data focused •  Over 250 EPM & BI customers •  Employees: •  Dedicated to Enterprise Performance Management and Business Analytics, enabling clients to make better business decisions •  Proven customer satisfaction and experience across a variety of industries •  Advisory services, strategic assessments, implementations, upgrades, training, customer enablement and managed services © 2016 eCapital Advisors, LLC.
  • 3. Oracle EPM & BI Client Sampling © 2016 eCapital Advisors, LLC.
  • 4. What is PBCS? 4© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 5. What is PBCS? 5© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 6. 6© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Why Choose PBCS? Cloud Functionalit y Integration with Finance Today’s Webinar
  • 7. Why Choose PBCS? 7© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 8. Plan Types and Dimensionality 8© 2016 eCapital Advisors, LLC. MATL SPEND RPTG PBCS Outside of Finance RPTG
  • 9. Input Process 9© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Simple Input via Web and Excel Initiate Business Rule Calculations
  • 10. Calculation Enhancements 10© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 11. Smart Push 11© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Streamline Data Sync Eliminate Reporting Lag Integrate Input Process Define Data Scope
  • 12. Sandboxing 12© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Dynamic What-if Scenario Modeling Ability to Finalize Sandbox Versions
  • 13. Valid Intersections 13© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Define Multi-Dimensional Relationships Leads to Less Data Form Maintenance
  • 14. Task Lists 14© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 15. Newest Features & Updates 15© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 16. Newest Features & Updates 16© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 17. Operational Reporting 17© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 18. Integration with Finance •  Manual Loads/Exports •  Data Management •  EPM Automate •  FDMEE 18© 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 19. Manual Loads & Exports •  How it works •  What can I do with it? © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 20. Manual Loads & Exports •  Pros •  FREE! •  Can be automated •  Cons •  Format is “not ideal” (not as forgiving as other methods) •  No mapping, validation, transformation •  Execution spans multiple screens © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 21. EPM Automate •  What is it? •  What can I do with it? © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 22. EPM Automate •  Pros •  Easily automated and scheduled •  Can be used in conjunction with other processes •  Can run initiate numerous tasks within PBCS •  Export Data •  Import Data •  Execute business rules •  Cons •  Command line tool •  No mapping, validation, transformation © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 23. Data Management •  What is it? Why would I use it? •  What can I do with it? © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 24. Data Management •  Pros •  FREE! •  Powerful mapping and validations engine •  Automation available •  Cons •  No data exports •  Can only import using flat files from inbox/outbox •  Built in scheduler is almost never all encompassing •  Need a business rule run before or after? •  File upload to inbox before? © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 25. FDMEE •  What is it? •  What can I do with it? © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 26. FDMEE •  Pros •  Single, consolidated hub of info coming to/from Hyperion •  Cloud capable •  Powerful mapping and validation engine •  Oracle strategic direction •  Cons •  Not free •  Not offered as a cloud service © 2016 eCapital Advisors, LLC. PBCS Outside of Finance
  • 27. 27© 2016 eCapital Advisors, LLC. PBCS Outside of Finance Why Choose PBCS? Cloud Functionalit y Integration with Finance Today’s Webinar
  • 28. 28© 2016 eCapital Advisors, LLC. PBCS Outside of Finance eCapital Cloud Enablement Kits http://ecapitaladvisors.com/cloud-enablement-kit/
  • 29. Bob Usset busset@ecapitaladvisors.com Senior Consultant © 2016 eCapital Advisors, LLC. Ryan Koehler rkoehler@ecapitaladvisors.com Manager, EPM Practice Questions? Please contact us!