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Flexible Driver-Based Planning with Oracle PBCS
Robyn Halbot, MBA – Business Development LeadTom Carolan, Vice-President of Business Development
Introductions, Tom Carolan (5 min)
PBCS Overview, Robyn Halbot (10 min)
Driver-Based Planning in PBCS, Robyn Halbot (30 min) PBCS Driver based FSO demo PBCS and Fixed Scope Offering Overview
ToMont Driver-Based Planning FSO, Tom Carolan (10 min)
Q&A, Tom & Robyn (5 min)
Agenda
Has this happened to you?
Model ChallengesTime consuming and
error-prone consolidation of submissions
Lack of transparency from overwritten formulas & hard-coded numbers
Tedious to leverage actuals for plan & forecast
Non-existent approvalsWhat-ifs?
Inflexible environment for rapid development
Troublesome onboarding for frequent acquisitions / new subsidiaries
Lack of Business User input / autonomy
Env. Challenges
Data Capture
Data Analysis
Reporting
Planning Process
Data Capture
Data Analysis
Reporting
Planning Process
Driver-based planning in PBCS
Driver-based planning for any account
Data Capture
Data Analysis
Reporting
Planning Process
Sales Forecasting and Inventory Supply
Combine non-finance planning in the same model
Sales Forecast
Inventory Plan
P&L Impact(Net Earnings)
Data Capture
Data Analysis
Reporting
Planning Process
What-if Scenarios
Data Capture
Data Analysis
Reporting
Planning Process
Dashboards
Before and After.
Env. BenefitsQuickly deploy a part of
planning or the entire model
Extend to external sites without use of VPN etc.
Easily re-purpose existing licenses
Non-disruptive application of planning model
Centralized repository Consolidate on save “Single version of truth” Consistent calculations Centralized processes
Modeled planning process Standardized templates Structured workflow
Intuitive interfaceReal-time impact analysis
Model Benefits
Who we are and what we deliver.
Who we are
20+ years combined experience in Hyperion Suite Planning, Financial Management, OBIEE and more
50+ clients
fully bilingual – deliver & build in English and/or French
solution architecture, system integration, custom designs, product configuration and end-user deployment
multiple delivery methods – on-site, remote or both
What we are delivering
Our one-step PBCS App includes: App is configured with your chart of accounts, business lines and up
to 5 user-defined lists / dimensions Standard expense planning & 3-5 custom driver-based calculations 10 P&L, Balance Sheet & 3 custom driver-based reports Leading budget user interface incl. pre-configured forms for input Security matrix for up to 25 users Two predefined task lists which can be easily configured Go-live support & ability to review future enhancements
Implementation Time: 4 weeksPrice Point: $45k Fixed Fee
Q & ARobyn Halbot – [email protected] Carolan – [email protected]
