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Hyperion Public Sector Planning and BudgetingA Successful Case Study
Abhinav RainaAST CorporationFebruary 22, 2013 Specialized.
Recognized. Preferred.
The right partner makes all the difference.
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Agenda Corporate Overviews Project Overview
• Process Bottlenecks• Desired Process Improvements
PSPB Overview Solution Overview and Demo Lessons Learned Q&A
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Corporate Overviews AST Corporate Overview
o In Business for Over 17 Years
o Focused Exclusively on Oracle technology
o 80% of Work with Public Sector Customers
o Oracle Platinum Partner
o 100% On-Time, On-Budget Track Record
o Oracle’s “Go To” Transportation Partner
o Oracle Public Sector Partner of the Year
o No Failed or Terminated Projects - Ever!
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Corporate Overviews AST Customer Profile
o Municipal Government
o State & Federal Government
o Public Transportation
o Airport/Seaport
o Utilities/Energy
o Commercial
o Education
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Corporate Overviews The Port of Los Angeles (POLA)
POLA is the busiest container port in the United States and 8th busiest in the world. It is the busiest cruise center on the west coast, and the 4th busiest in the United States. POLA encompasses over 7,500 acres with over 43 miles of waterfront. Serving over 90 shipping and cruise lines, the 26 cargo terminals and World Cruise Center support over 3,000 vessel arrivals carrying nearly 170 million metric revenue tons of cargo, and 1.2 million passengers every year.
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Project Overview Process Bottlenecks
• No automated integration between GL and Budget data
• GL Accounts and Orgs are not synchronized• GL require time-consuming reconciliation• Position transfers across divisions are inconsistent
and time consuming• Figuring out Position allocation across divisions and
programs is manual and cumbersome process.• Calculating and transferring salary and benefit
numbers to Line item is very time-consuming
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Project Overview Process Bottlenecks
• Integration of contracts information for calculation of future commitments is not available
• No central repository to capture supporting details and appropriation details
• Limited reporting facilities • Budget book generation is extremely time consuming
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Existing POLA Budget Process
Project Overview
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Project Overview Desired Process Improvements
• Like to incorporate target based budgeting and share with divisions.
• Automate budget submittal and approval process• Automatic freezing of budget worksheet once budget
is submitted.• We would like to have divisions enter all requested
information into one system• Mass update all position/employee salary or benefit
information in one go across all divisions.
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Hyperion PSPB OverviewOracle Hyperion Public Sector Budgeting and Planning is a flexible Web and Microsoft Office based planning application for the public sector.
• Reduce cost by Leveraging Packaged Public Sector Budgeting Functionality
• Optimize Workforce Plans by Leveraging a Flexible Position / Employee Budget Model
• Minimize use of Email, Phone Calls and Offline Spreadsheets by Fully Leveraging the Workflow and Approval Features
• Get Up and Running Fast by Leveraging Packaged ERP Integrations
• Create Production Quality Reports and Budget Books
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Complete Solution delivered with pre-defined content Task, Data Entry Forms, Calculations, Reports
Hyperion PSPB Overview
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Solution Overview
New POLA Budget Process
Bud
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Solution Overview Human Capital Planning (HCP)
• Position and Employee budgeting configuration• Integration with the legacy HR & Payroll system for
personnel resources information• Allocation of human capital expenses to the line item
budget• Mass update features
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Solution Overview Line Item
• GL integration through ERPi and ODI• Create Baseline and Budget Trend• Enter Targets • Check Division Budget against Target• Enter custom supporting details and appropriation
sheets.• Enter budget for long-term contract agreements• Enter Operating/Non-Operating Expense and Revenue• Budget Report and Budget book • Budget Approval process
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Solution Overview Demo
Oracle® Hyperion Public Sector Planning and Budgeting 11.1.2.1
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Lessons Learned Involve right people right from the beginning Define your scope and if possible phase it Educate key members right from the beginning Define a clear training and change
management plan
