sky is the limit: extending oracle pbcs beyond the finance department
TRANSCRIPT
The Sky is the Limit PBCS Beyond the Finance Department
© 2016 eCapital Advisors, LLC.
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• Minneapolis, MN based consulting firm • Business Analytics and Big Data focused • Over 250 EPM & BI customers • Employees:
• Dedicated to Enterprise Performance Management and Business Analytics, enabling clients to make better business decisions
• Proven customer satisfaction and experience across a variety of industries
• Advisory services, strategic assessments, implementations, upgrades, training, customer enablement and managed services
© 2016 eCapital Advisors, LLC.
Oracle EPM & BI Client Sampling
© 2016 eCapital Advisors, LLC.
What is PBCS?
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PBCS Outside of Finance
What is PBCS?
5 © 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
6 © 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Why Choose PBCS?
Cloud Functionality
Integration with Finance
Today’s Webinar
Why Choose PBCS?
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PBCS Outside of Finance
Plan Types and Dimensionality
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MATL
SPEND
RPTG
PBCS Outside of Finance
RPTG
Input Process
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PBCS Outside of Finance
Simple Input via Web and Excel
Initiate Business Rule Calculations
Calculation Enhancements
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PBCS Outside of Finance
Smart Push
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PBCS Outside of Finance
Streamline Data Sync
Eliminate Reporting Lag
Integrate Input Process
Define Data Scope
Sandboxing
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PBCS Outside of Finance
Dynamic What-if Scenario Modeling
Ability to Finalize Sandbox Versions
Valid Intersections
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PBCS Outside of Finance
Define Multi-Dimensional Relationships
Leads to Less Data Form Maintenance
Task Lists
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PBCS Outside of Finance
Newest Features & Updates
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PBCS Outside of Finance
Newest Features & Updates
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PBCS Outside of Finance
Operational Reporting
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PBCS Outside of Finance
Integration with Finance • Manual Loads/Exports • Data Management • EPM Automate • FDMEE
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PBCS Outside of Finance
Manual Loads & Exports
• How it works • What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Manual Loads & Exports • Pros
• FREE! • Can be automated
• Cons • Format is “not ideal” (not as forgiving as other methods) • No mapping, validation, transformation • Execution spans multiple screens
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
EPM Automate • What is it? • What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
EPM Automate • Pros
• Easily automated and scheduled • Can be used in conjunction with other processes • Can run initiate numerous tasks within PBCS
• Export Data • Import Data • Execute business rules
• Cons • Command line tool • No mapping, validation, transformation
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Data Management • What is it? Why would I use it? • What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Data Management • Pros
• FREE! • Powerful mapping and validations engine • Automation available
• Cons • No data exports • Can only import using flat files from inbox/outbox • Built in scheduler is almost never all encompassing
• Need a business rule run before or after? • File upload to inbox before?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
FDMEE • What is it? • What can I do with it?
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
FDMEE • Pros
• Single, consolidated hub of info coming to/from Hyperion • Cloud capable • Powerful mapping and validation engine • Oracle strategic direction
• Cons • Not free • Not offered as a cloud service
© 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
27 © 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
Why Choose PBCS?
Cloud Functionality
Integration with Finance
Today’s Webinar
28 © 2016 eCapital Advisors, LLC.
PBCS Outside of Finance
eCapital Cloud Enablement Kits
http://ecapitaladvisors.com/cloud-enablement-kit/
Bob Usset
Senior Consultant
© 2016 eCapital Advisors, LLC.
Ryan Koehler
Manager, EPM Practice
Questions? Please contact us!