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PUBLIC SECTOR PLANNING

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Hyperion Essbase and Planning Certified. 12 Years experience with Hyperion Products. 10 Years hands on experience with Hyperion Planning & Essbase. – PowerPoint PPT presentation

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Title: PUBLIC SECTOR PLANNING


1
PUBLIC SECTOR PLANNING BUDGETING
2
Corporate Overview
  • HQ out of Tampa, FL
  • Midwest Regional Office, Indianapolis, IN
  • West Regional Office, Denver, CO
  • Oracle Gold Partner with over 70 years of
    combined BI EPM experience
  • Staffed with resources that posses 6-15 years
    hands on architect implementation experience
  • Focus is solely on Oracle BI EPM solutions

3
Technologies We Specialize In
  • OracleHyperion Essbase
  • OracleHyperion Planning
  • OracleHyperion HFM
  • OracleHyperion FDM
  • OBIEE
  • OBIA
  • Oracle DRM
  • OracleHyperion Reporting Analysis (Financial
    Reporting, Web Analysis, Smart View)
  • Oracle Data Integrator
  • Oracle BI EPM Infrastructure

4
Introductions
  • Vince Tran
  • Principal Architect - VECG
  • Hyperion Essbase and Planning Certified
  • 12 Years experience with Hyperion Products
  • 10 Years hands on experience with Hyperion
    Planning Essbase

5
Enterprise Performance Management
  • Link strategies to plans and execution
  • Monitor financial and operational results against
    goals, and applying analytics
  • Drive enterprise-wide performance improvement

6
EPM Suite of Products
7
Planning Budgeting Challenges
  • Approvals Many levels of review and negotiation
  • Disconnected Sometimes not reflecting mission
    realities
  • Cost Consumes too many resources and time
  • Inflexible Cumbersome to change and priorities
    change
  • Iteration Submission, revision, pass-back,
    adjustments
  • Complexity Across programs, across
    authorization committees, across departments

8
Centralized Planning Forecasting
PUBLIC SECTOR PLANNING BUDGETING (PSPB)
Revenue
Operating Expense
Workforce Planning
Capital Assets Planning
Projects Planning
CAFR and Reporting
Validation Approval Process
9
PSPB Key Features
  • Prebuilt data forms
  • Prebuilt task lists
  • Prebuilt calculation logic
  • Supports grade as well as grade step based
    salary structure
  • Ability to define breakdown cost elements
  • Decision packages and budget requests for
    requesting incremental funding of all types of
    costs, including compensation
  • Allows multiple allocations across fund, cost
    center and programs
  • Unlimited what if scenarios
  • Narrative justification and multiple public and
    private notes and attachments in funding requests
  • Creation of revisions to capture changes to
    adopted budgets
  • Configurable Budget hierarchies
  • MS Office integration

10
PSPB Advance MS Office Support
  • Complete budgeting task in MS Office environment
  • Use of Excel
  • Rich end-user functionality
  • Ad-hoc analysis and reporting
  • Dynamic data points across multiple Office
    products (Word, Power Point, Outlook)

11
Collaborative Budget Preparation
  • Key Enablers of Collaboration
  • Web based data forms
  • Electronic workflow integrated with email systems
  • Task list based processes integrated with MS
    Outlook task list
  • Multi layered security for control and
    flexibility

12
Collaboration Electronic Workflow
13
PSPB Budget Models
  • Oracle Hyperion PSPB provides a flexible approach
    for detailed compensation modeling. It supports
    the following budgeting models
  • Employee Employee information is used for
    developing and tracking detail cost at the
    individual employee level.
  • Position Position information is used for
    developing and tracking budget detail cost at the
    individual position level.
  • Position and Employee This is most comprehensive
    model in which information is captured at
    position level, employee level and employee
    assignment to the position. This model not only
    tracks filled positions but also vacant positions
    and partially vacant positions, bringing the
    budgeted amount closer to potential cost. This
    is the most popular model in state and local
    governments.

14
Position/Employee Budgeting
  • Position/Employee Configuration
  • Budgeting
  • COLA
  • Longevity
  • All compensation elements
  • Integration with ERP

15
Developing Alternative Scenarios With Decision
Packages
  • Decision packages are used for identifying
    revenues, expenditures, and new positions in a
    separate bucket, thus allowing organizations to
    differentiate between the necessary and desirable
    budget items
  • Hyperion PSPB allows organizations to capture
    decision package details, such as their purpose
    and whether the budget request is one time
    activity or recurring
  • Organizations can also capture key
    results/objectives as well as the cost and
    revenue impacts of the decision package

16
PSPB Decision Package (continue)
  • Once decision packages are submitted, each
    package can be tracked separately using a
    configurable electronic workflow feature of
    Oracle Hyperion PSPB
  • Management can evaluate each decision package
    separately and approve or reject it as per
    business needs

17
PSPB Decision Package (continue)
18
Integration with External ERP
  • Build dimensional hierarchies
  • Populating smart lists
  • Extracting Budget and Actuals
  • Extracting position, employee and employee
    assignment to position information from HRMS
    system
  • Deploying budget in transactional system

19
Publish Budget Book
  • Budget is not just an exercise of resource
    allocation but also a mechanism of communication
    of policies and programs
  • Once a budget is finalized, the government entity
    publishes its budget book
  • PSPB supports budget book creation. Combining
    data from various sources
  • A budget book can be refreshed with changes made
    within the source data, cutting from adaptation
    to publishing a budget book.

20
Publish Budget Book (continue)
21
PSPB Business Benefits
  • Reduced deployment time and cost by leveraging
    pre-built data forms, task lists and the
    calculation engine
  • Prepackaged position, employee and position
    employee budget models incorporates best business
    practices of the industry
  • The application provides the ability to track
    costs at individual position levels, helping
    organizations improve management of their costs
  • The application allows users to configure
    budgetary review and approval hierarchies,
    cutting approval cycle time

22
PSPB Business Benefits (continue)
  • The out of the box integration and available
    adapters allows Hyperion PSPB to integrate with
    virtually any ERP application. Data integration
    dramatically improves meta-data management
    process, and reduces the time to load data from
    external systems and load back to external ERP
    system
  • The built-in budget book feature reduces the time
    required for publishing a budget book after a
    budget is adopted

23
Our Pledge
  • Not just another vendor, but an experienced
    Partner.

24
Thank You
  • Vince Tran
  • vtran_at_verticaledgecg.com

25
Thank You
  • For copies of this presentation, please contact
  • Dean Collura (Director of Sales)
  • at 813.404.7527
  • or
  • dcollura_at_verticaledgecg.com
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