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Rapidly Deploy Budgeting and Forecasting with Oracle and Perficient

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Rapidly Deploy Budgeting and Forecasting with Oracle and Perficient

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Companies of all sizes can now deploy Oracle Planning and Budgeting Cloud Service (PBCS) to the cloud in just 8 weeks. PBCS contains all the power of Oracle Planning with faster deployment to:

Accelerate planning, budgeting and forecasting
Drive planning across the enterprise
Deploy self-service, integrated planning and management reporting
Connect operation assumptions to financial outcomes

This slideshare includes a demonstration of how Planning and Budgeting Cloud Services can save valuable time and resources. Combined with Perficient's Fast Forward™ for Planning solution, your planning solution is quickly developed and deployed on the Oracle Cloud with less risk and a lower cost than traditional implementations.

Experience a first-hand client perspective on their recent implementation
Discover actionable knowledge, best practices, and a quick start program to have your finance department up and running in 8 weeks
Gain perspectives and best practices from industry experts who have designed and delivered hundreds of planning and budgeting implementations

Companies of all sizes can now deploy Oracle Planning and Budgeting Cloud Service (PBCS) to the cloud in just 8 weeks. PBCS contains all the power of Oracle Planning with faster deployment to:

Accelerate planning, budgeting and forecasting
Drive planning across the enterprise
Deploy self-service, integrated planning and management reporting
Connect operation assumptions to financial outcomes

This slideshare includes a demonstration of how Planning and Budgeting Cloud Services can save valuable time and resources. Combined with Perficient's Fast Forward™ for Planning solution, your planning solution is quickly developed and deployed on the Oracle Cloud with less risk and a lower cost than traditional implementations.

Experience a first-hand client perspective on their recent implementation
Discover actionable knowledge, best practices, and a quick start program to have your finance department up and running in 8 weeks
Gain perspectives and best practices from industry experts who have designed and delivered hundreds of planning and budgeting implementations

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Rapidly Deploy Budgeting and Forecasting with Oracle and Perficient

  1. 1. Rapid ROI with Perficient & Oracle PBCS
  2. 2. Presenters Santhosh Nair General Manager, Oracle EPM Perficient Jennifer Toomey Senior Product Marketing Director Oracle Brian Shepard Solution Architect, Oracle EPM Perficient Gordon Hofman Vice-President of Finance SSA Marine
  3. 3. Agenda •About Perficient •Plan for Profitable Growth –Oracle PBCS •Overview of PBCS –Key Features & Benefits •Perficient’s Fast Forward for Hyperion Planning •SSA Marine –Customer Case Study •Q/A Session •Next Steps
  4. 4. About Perficient
  5. 5. Perficient Fast Facts: • Publicly traded on NASDAQ • Founded in 1997 • $425 million in annual revenues • 2200+ employees • Flexible delivery options • Oracle Platinum Partner • 15+ year partnership with Oracle • 1,800+ Oracle projects • Industry verticals: Healthcare, Oil & Gas, and Financial Services • Oracle practices: ERP, EPM, BI, CX, and Fusion Middleware/SOA • Oracle certified training partner
  6. 6. Oracle Platinum Partner–Certified on the latest Oracle product platforms and technologies, as well as implementation and migration best practices. -Oracle EPM (Hyperion) Practice -Oracle ERP Practice -Oracle Business Intelligence Practice -Oracle CX Practice -Oracle Middleware Practice Oracle Authorized Education Center –Certified to deliver the official Oracle course curriculum to customers via onsite training classes. Perficient owns and operates one of the national Oracle training facilities listed on the Oracle website. OracleSpecializedPartner–CertificationsbyOracleinclude:PBCS,HFM,Planning,andEssbase Oracle Authorized Reseller–Certified on Oracle licensing and authorized to resell licenses and maintenance contracts Oracle Partnership Specialized Planning Budgeting Cloud Service
  7. 7. Practice Started Successful Projects Service Capabilities Education Support Offering Perficient’s Hyperion Practice 2002 500+ Hyperion Financial Managment (HFM) Financial Data Quality Managment (FDM) Planning (on-premise & PBCS) EssbaseData Relationship Management (DRM) Data Relationship Governance (DRG) Profitability Cost Mangment (HPCM) Financial Close Management (FCM) Account Reconciliation Manager (ARM) Essbase Analytic Link (EAL) Authorized Oracle Education Center SupportNet EPM/Hyperion Specialized Planning Budgeting Cloud Service
  8. 8. BUSINESSSOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting TECHNOLOGYSOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social Our Solutions Expertise
  9. 9. BUSINESSSOLUTIONS Business Intelligence Business Process Management Customer Experience and CRM Enterprise Performance Management Enterprise Resource Planning Experience Design (XD) Management Consulting TECHNOLOGYSOLUTIONS Business Integration/SOA Cloud Services Commerce Content Management Custom Application Development Education Information Management Mobile Platforms Platform Integration Portal & Social Our Solutions Expertise
  10. 10. Transportation Consumer Goods/Media Oil & Gas/Chemical Manufacturing Technology HigherEducation Healthcare Financial Services Energy Hyperion Clients
  11. 11. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Plan for Profitable Growth Oracle Planning and Budgeting Cloud Service Jennifer Toomey Senior Director, Product Marketing Oracle Business Analytics Oracle Confidential – Internal/Restricted/Highly Restricted
  12. 12. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 6 people? 25 people? How Many People In Your Organization Are Involved in Planning and Budgeting? EVERY MANAGER IN THE ORGANIZATION!
  13. 13. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | It’s Efficiency that Counts. Do More Inputs Result In More Accurate Forecasts? TIME60 days to create forecastQUALITY80% data collection3% annual revenue Source: Hackett Group, Financial Executives International, Buttonwood Group
  14. 14. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | of surveyed companies currently use or will consider deploying EPM in the cloud over the next year. Finance sees the benefits of Cloud Cloud Can Help > 75% Source: Oracle 2014 Top Trends Research
  15. 15. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Finance Sees the Benefits of Cloud Source: Oracle 2014 Top Trends Research
  16. 16. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | The Oracle Advantage: Flexibility & Simplicity Managed Build Subscribe Private Cloud Customer owns licenseProvider owns infrastructure Provider managesProvider owns infrastructure Customer managesCustomer owns infrastructure
  17. 17. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Cloud Oracle Planning and Budgeting Cloud Service Infrastructure as a Service Platform as a Service Software as a Service Secure Personalized Connected Part of Oracle Cloud
  18. 18. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Planning and Budgeting Cloud Service World Class Planning with the Simplicity of the Cloud First-in-Class Functionality Flexible Deployment FastAdoption
  19. 19. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Planning and Budgeting Cloud Service •Core planning and budgeting functionality •Web and Excel access •Built-in multidimensional reporting managed by the planning application •Built-in data integration •2 environments with each subscription: Production and pre-production
  20. 20. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Optimized for the Cloud 1.Application diagnostics with governors 2.Automated scaling based on user demand 3.Scheduled daily maintenance 4.Scheduled patches and version upgrades 5.Automated backup process 6.Excel based admin capabilities 7.Standard 3 plan types plus four reporting environments 1.Intuitive, easy to use, landing page 2.Best practices for designing an application 3.Training videos and tutorials library included 4.Guided demo application included 5.Detailed task list template covering build, test, and rollout phases 6.Deep MS Office integration 7.Ability to separate planning and reporting Administration & Maintenance Accelerate Adoption
  21. 21. Oracle PBCS –Key Features & Benefits
  22. 22. Oracle PBCS Features & Benefits •Best-in-class solution for financial planning, forecasting and reporting –Replaces spreadsheets –Standardized allocations & calculations –Managed by Finance •No upfront hardware or software cost •Capital expense to operating expense •Focus on business, not hardware •Microsoft Office integration •Scalable with changing business needs •Powerful Essbase database engine •Flexible deployment options •Enterprise application as Cloud service •~ 3,800 Planning customers
  23. 23. Oracle PBCS Implementation Perspective •Implement Planning in weeks vs. months •No waiting on IT or hardware •No new tasks for IT •Visual creation of hierarchies •Real time collaboration •Simplified data & metadata transfers to Cloud •Model business drivers & rules •Oracle support network •Cloud components add value •Backup and recovery •Rapid deployment approach •Build foundation, then grow in phases
  24. 24. Perficient’s Fast Forward for Hyperion Planning
  25. 25. Perficient Fast Forward Overview •Phase-1 Hyperion Planning implementation •High value, reduced cost •Quick implementation •Fixed fee •Defined scope •Rapid deployment methodology •Multiple deployment options including onsite & PBCS •Pre-designed components based on best practices •Net new and existing clients FAST FORWARD FOR HYPERION PLANNING DIMENSIONS WEB FORMS & SMART VIEW REPORTS BUSINESS RULES & CALCULATIONS DATA & METADATA SECURITY CUSTOMIZATION
  26. 26. Perficient Fast Forward 26 DimensionsStandard dimensions: Year, Period, Scenario, Version, Entity, Account Web Forms & Smart View Reports Planning web forms and Smart View reports Business Rules & CalculationsRules to calculate and aggregate database Data & MetadataProcesses to load data and build hierarchies SecurityUsers and groups for Hyperion Planning DocumentationApplication guides and project documents Customization & Fine TuningBlock of consulting hours for customizations (i.e. adding dimensions, web forms, reports, calculations) FAST FORWARD FOR HYPERION PLANNING DIMENSIONS WEB FORMS & SMART VIEW REPORTS BUSINESS RULES & CALCULATIONS DATA & METADATA SECURITY CUSTOMIZATION
  27. 27. SSA Marine and PBCS Gordon Hofman VP –Finance SSA Marine
  28. 28. Company Overview Panama Chile Colombia Mexico United States New Zealand Vietnam Canada South Africa Alaska Locations Company Details: •Operations in 9 countries •More than 150 companies •Over 200 operating locations •~50 joint ventures •5 business segments •Privately held •10 day close for month end •80 day close for year end •Annual forecasting •Proprietary ERP
  29. 29. Old Reporting and Forecasting •All reporting & forecasting done in Excel •Monthly reporting package for parent company over 100 pages •Many additional reporting packages produced on a monthly basis •Budgeting and forecasting model over 200mb •Model built for only one business segment
  30. 30. Challenges •Complex organizational structure •Multiple reporting structures •Many unique operations •Limited internal resources •Minimal support from C-suite
  31. 31. Why PBCS? •Alleviates the need to have large amounts of data in one file •Allows for multiple organizational structures with easy transition between the structures •Easy to build multiple formats for forecasting •No significant reliance on internal IT support •Very scalable
  32. 32. The Results (So Far) •Foundation for planning 95% built •Multiple reporting structures created •Historical data loaded from multiple sources •Complex calculation required for bank reporting created •Statement of Cash Flows generated from historical data and user inputs in test phase •PBCS is much faster than prior third party hosting •Oracle and Perficient have been very responsive in addressing issues as they arise
  33. 33. Please submit your questions into the chat box. We will get to as many as possible, time permitting.
  34. 34. Thank you for your participation today. Please fill out the survey at the close of this session.

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