A Guide to Oracle's Planning and Budgeting Cloud Service

A Guide to Oracle’s Planning & Budgeting Cloud Service

(PBCS)

Pete CammisaJune 19th, 2015

Agenda

• About the Presenter

• Introduction to Oracle’s Planning & Budgeting Cloud Service

• PBCS Features & Functionality

• Implementing PBCS

• Demo

• Q&A

Presenter Bio

Pete Cammisa

• Managing Partner - Responsible for Project Delivery

• Chairperson & GEO Coordinator – OAUGNJ

• Advocate for bringing users together to cooperatively

share our knowledge and experience

• Frequent speaker at local and national conferences

• Expert in designing and implementing Hyperion solutions

• Keep it simple, sustainable & supportable

Client Experience

About Innovus

EPM/BI

Application

Services

Data

ServicesSupport

Services

Infrastructure

Services

• Full Service Provider of EPM & BI Implementation Services

• Oracle Gold Partner with Focus on Oracle Hyperion Suite

• Strategic Partner & Trusted Advisor to Our Clients

• Oracle Certified Consultants & Thought-Leaders in the

Industry

• Active in Local and National Oracle User Groups

• 100% Reference-able Clientele

Agenda





• Demo

• Q&A

Intro to Planning & Budgeting Cloud Services

Adapted from: https://cloud.oracle.com/planning-and-budgeting-cloud

Flexible Workflow &

Process Management

Annotations

Sharing

Goal Oriented Plans

Multi-dimensional

Applications

Driver-based Rolling

Forecasts

Intuitive, Role-based

User Interface

Role-Based Tasks and

Work Areas

Interactive Dashboards

Application Integration

Easy Integration with

Oracle and Other

Source Systems

Enterprise Awareness

Why PBCS?

“Accelerated time to value”*

• No up-front or ongoing hardware costs

• Built-in training and user guides

• Guided application demos

• Best practices guidance

• “Built-in” Upgrades

• Guaranteed performance and automatic scaling resources based on usage

• Automatic nightly backups

• Cost effective – makes best-in-industry Oracle software available to mid-market

companies

*Source: http://cloud.oracle.com/epm-cloud

Agenda





• Demo

• Q&A

PBCS Administration Dashboard

• Launch Application

• Admin Tools

• Delete Application

• Application Management

• Desktop Installs

• Maintenance Time

• Tools

• Explore

• Calculation Manager

• Desktop Installs

• Data Integration

PBCS Administration Dashboard

• Admin Tutorials

• Best Practice Design

• Admin Tutorials

• Watch Demo

• Documentation

• Simplified Interface

PBCS Look & Feel

Classic Workspace look-and-feel or new “Simplified” interface (optimized for mobile)

PBCS Simplified Interface

The PBCS Simplified Interface provides the user with an easy to follow flow of events

and tasks to guide them through the plan cycle. It is also optimized for tablet access.

PBCS Input Forms

Planning and Budgeting Cloud Service provides your enterprise with a centrally managed,

universally accessible data entry vehicle – no more spreadsheet management nightmares!

Planners can input plan data, such as the Global Assumptions or Drivers you see below.

PBCS Process Workflow

• Built-in Process Workflow and Approval

• Leverage best practice approval workflow

• Shorten your forecast cycles

• Capture the approval audit trail

• Visualize the Approvals Process Status

Dashboards increase ease-of-use when

managing the approval process

PBCS Reports

Access to-the-minute reports directly from PBCS

Agenda





• Demo

• Q&A

Implementing PBCS

Timeline

Implementing PBCS

How do we get there faster?

• Express Offering

• 6 Standard Dimensions

• 1 GL Source

• 1 Inbound Interface

• 10 Standard Web forms to facilitate simple data collection

• 1 Business Rule

• 10 Security Filters

• Unlimited users/groups

Agenda





• Demo

• Q&A

DEMO

Start Demo

Wrap – Up / Q&A

[email protected]

[email protected]

[email protected]

@PeteCammisa

@InnovusPartners

@OAUGNJ

Pete Cammisa

Innovus EPM & BI

OAUGNJ

Let’s continue the conversation…

mailto:[email protected]



Technology

A Guide to Oracle's Planning and Budgeting Cloud Service