PowerPoint Presentation

PUBLIC SECTOR PLANNING & BUDGETING

Corporate OverviewHQ out of Tampa, FL Midwest Regional Office, Indianapolis, INWest Regional Office, Denver, COOracle Gold Partner with over 70 years of combined BI & EPM experienceStaffed with resources that posses 6-15 years hands on architect & implementation experienceFocus is solely on Oracle BI & EPM solutions

**Stress that we are a Tampa, FL company2Technologies We Specialize InOracle|Hyperion EssbaseOracle|Hyperion PlanningOracle|Hyperion HFMOracle|Hyperion FDMOBIEE OBIAOracle DRMOracle|Hyperion Reporting & Analysis (Financial Reporting, Web Analysis, Smart View)Oracle Data IntegratorOracle BI & EPM InfrastructureFunctional/Technical ExpertiseFunctional Areas of ExpertiseBusiness / Finance Transformation experiencesReporting & AnalyticsConsolidationBudgeting & Forecasting (Operational/Strategic)Program/Project ManagementInfrastructure AdvisoryArchitect Servers, Install, & ConfigureDisaster Recovery ApproachVirtual/Physical Hardware SetupMigration & UpgradeExperience70+ years of combined Business Development and Full Lifecycle Implementation experience Oracle Gold PartnerHyperion Essbase CertifiedHyperion Planning CertifiedHyperion HFM CertifiedVECG Employees are all hands on experienced implementers, not just managers and advisors, we can implement the products.Industry ExperienceUtilities (Electric, Gas, Water)InsuranceFinancial ServicesManufacturingRetailProfessional ServicesHealthcareTelecomHigh TechnologyPublic SectorEnergyMedia/CommunicationsDefense

Diverse Client Mix (100% Delivered)

IntroductionsVince TranPrincipal Architect - VECGHyperion Essbase and Planning Certified12 Years experience with Hyperion Products8 Years hands on experience with Hyperion Planning & Essbase

Enterprise Performance ManagementLink strategies to plans and executionMonitor financial and operational results against goals, and applying analyticsDrive enterprise-wide performance improvementPlanning & Budgeting ChallengesApprovals Many levels of review and negotiationDisconnected Sometimes not reflecting mission realitiesCost Consumes too many resources and timeInflexible Cumbersome to change and priorities changeIteration Submission, revision, pass-back, adjustmentsComplexity Across programs, across authorizationcommittees, across departmentsCentralized Planning & Forecasting PUBLIC SECTOR PLANNING & BUDGETING (PSPB)RevenueOperating ExpenseWorkforce PlanningCapital Assets PlanningProjects PlanningCAFR and ReportingValidation & Approval Process

The Comprehensive Annual Financial Report (CAFR) is a thorough and detailed presentation of the state's financial condition. It reports on the state's activities and balances for each fiscal year.11EPM Suite of Products

PSPB Key FeaturesPrebuilt data formsPrebuilt task listsPrebuilt calculation logicSupports grade as well as grade & step based salary structureAbility to define breakdown cost elementsSupports mass updates of dataAllows multiple allocations across fund, cost center and programsUnlimited what if scenariosOnline Data ValidationContext sensitive menuConfigurable Budget hierarchiesMS Office integrationPSPB Advance MS Office SupportComplete budgeting task in MS Office environmentUse of ExcelRich end-user functionalityAd-hoc analysis and reportingDynamic data points across multiple Office productsCollaborative Budget PreparationKey Enablers of Collaboration:Web based data formsElectronic workflow integrated with email systemsTask list based processes integrated with MS Outlook task listMulti layered security for control and flexibility

**Webbased data forms in Oracle Hyperion PSPB facilitate data entry, allowing users to work simultaneously on budget worksheets. Users can enter or modify budget amounts as needed, enter supporting details, and annotate and attach documents in support of their budget requests. **The multilayered security ensures that users have an appropriate amount of access to data forms, business rules and dimension members like access to certain funds, cost centers, object codes, and programs**The task listbased approach in Hyperion PSPB ensures that users have the necessary instructions and complete tasks in a specified order before submitting a budget**The workflowbased process management allows budget administrators to track a budget status online15Collaborative Budget Preparation

16PSPB Budget ModelsOracle 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.Position/Employee BudgetingPosition/Employee ConfigurationBudgetingCOLALongevityAll compensation elementsIntegration with ERPSeasonal Position Management

Developing Alternative Scenarios With Decision PackagesDecision 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 itemsHyperion PSPB allows organizations to capture decision package details, such as their purpose and whether the budget request is one time activity or recurringOrganizations can also capture key results/objectives as well as the cost and revenue impacts of the decision packageIn an uncertain economic environment, a public sector organization needs the agility and agility to respond to changing revenue and expenditure situations. Such organizations respond by developing alternative scenarios and prioritizing additional resource, expenditures and revenue needs. Hyperion PSPB enables users by allowing them to define an unlimited number of scenarios and decision packages.19PSPB Decision Package (continue)Once decision packages are submitted, each package can be tracked separately using a configurable electronic workflow feature of Oracle Hyperion PSPBManagement can evaluate each decision package separately and approve or reject it as per business needsPSPB Decision Package (continue)

Integration with External ERPBuild dimensional hierarchiesPopulating smart listsExtracting Budget and ActualsExtracting position, employee and employee assignment to position information from HRMS systemDeploying budget in transactional system**The integration with Oracle EBS allows a quick and efficient build of dimensional hierarchies**The integration with external systems along with the builtin synchronization process keeps dimensions and corresponding smart list synchronized.**In Hyperion PSPB historical budgets and actual amounts are provided on the same screen and enables budget users to determine propose next years budget amount.**The two way integration between Planning and Oracle Ebusiness Suite/Oracle PeopleSoft via ERP adaptersallows users for loading an adopted budget back to General Ledger22Publish Budget BookBudget is not just an exercise of resource allocation but also a mechanism of communication of policies and programsOnce a budget is finalized, the government entity publishes its budget bookPSPB supports budget book creation. Combining data from various sourcesA budget book can be refreshed with changes made within the source data, cutting from adaptation to publishing a budget book.

23Publish Budget Book (continue)

PSPB Business BenefitsReduced deployment time and cost by leveraging prebuilt data forms, task lists and the calculation enginePrepackaged position, employee and position & employee budget models incorporates best business practices of the industryThe application provides the ability to track costs at individual position levels, helping organizations improve management of their costsThe application allows users to configure budgetary review and approval hierarchies, cutting approval cycle time

25PSPB Business Benefits (continue)The out box integration and available adapters allows Hyperion PSPB to integrate with virtually any ERP application. Data integration dramatically improves metadata management process, and reduces the time to load data from external systems and load back to external ERP systemThe builtin budget book feature reduces the time required for publishing a budget book after a budget is adopted

26Our PledgeNot just another vendor, but an experienced Partner.

Thank YouFor copies of this presentation, please contact:

Dean Collura (Director of Sales) at 813.404.7527 or dcollura@verticaledgecg.com