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

1. Rapid ROI with Perficient & Oracle PBCS

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. 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. About Perficient

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. 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. 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. 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. 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. Transportation
Consumer Goods/Media
Oil & Gas/Chemical
Manufacturing
Technology
HigherEducation
Healthcare
Financial Services
Energy
Hyperion Clients

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. 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. 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. 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. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Finance Sees the Benefits of Cloud
Source: Oracle 2014 Top Trends Research

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. 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. 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. 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. 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. Oracle PBCS –Key Features & Benefits

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. 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. Perficient’s Fast Forward for Hyperion Planning

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. 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. SSA Marine and PBCS
Gordon Hofman
VP –Finance
SSA Marine

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. 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. Challenges
•Complex organizational structure
•Multiple reporting structures
•Many unique operations
•Limited internal resources
•Minimal support from C-suite

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. 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. Please submit your questions into the chat box.
We will get to as many as possible, time permitting.

34. Thank you for your participation today. Please fill out the survey at the close of this session.