Join us for this introductory session to Oracle’s Planning and Budgeting Cloud Service. We will provide an overview of the offering including current features and limitations, a comparison of PBCS to on premise Planning, and a look at the implementation lifecycle as well as how it compares to an on premise implementation. The session will provide helpful tips and tricks to streamlining the PBCS implementation, including a look at an express implementation. The session will also provide a demonstration of some of the features and administrative tasks involved with PBCS.

1. A Guide to Oracle’s
Planning & Budgeting Cloud Service
(PBCS)
Pete Cammisa
June 19th, 2015

2. Agenda
• About the Presenter
• Introduction to Oracle’s Planning & Budgeting Cloud Service
• PBCS Features & Functionality
• Implementing PBCS
• Demo
• Q&A

3. Presenter Bio
Pete Cammisa
• Managing Partner - Responsible for Project Delivery
• Chairperson & GEO Coordinator – OAUGNJ
• Advocate for bringing users together to cooperatively
share our knowledge and experience
• Frequent speaker at local and national conferences
• Expert in designing and implementing Hyperion solutions
• Keep it simple, sustainable & supportable
Client Experience

4. About Innovus
EPM/BI
Application
Services
Data
Services
Support
Services
Infrastructure
Services
• Full Service Provider of EPM & BI Implementation Services
• Oracle Gold Partner with Focus on Oracle Hyperion Suite
• Strategic Partner & Trusted Advisor to Our Clients
• Oracle Certified Consultants & Thought-Leaders in the
Industry
• Active in Local and National Oracle User Groups
• 100% Reference-able Clientele

5. Agenda
• About the Presenter
• Introduction to Oracle’s Planning & Budgeting Cloud Service
• PBCS Features & Functionality
• Implementing PBCS
• Demo
• Q&A

6. Intro to Planning & Budgeting Cloud Services
Adapted from: https://cloud.oracle.com/planning-and-budgeting-cloud
Flexible Workflow &
Process Management
Annotations
Sharing
Goal Oriented Plans
Multi-dimensional
Applications
Driver-based Rolling
Forecasts
Intuitive, Role-based
User Interface
Role-Based Tasks and
Work Areas
Interactive Dashboards
Application Integration
Easy Integration with
Oracle and Other
Source Systems
Enterprise Awareness

7. Why PBCS?
“Accelerated time to value”*
• No up-front or ongoing hardware costs
• Built-in training and user guides
• Guided application demos
• Best practices guidance
• “Built-in” Upgrades
• Guaranteed performance and automatic scaling resources based on usage
• Automatic nightly backups
• Cost effective – makes best-in-industry Oracle software available to mid-market
companies
*Source: http://cloud.oracle.com/epm-cloud

8. Agenda
• About the Presenter
• Introduction to Oracle’s Planning & Budgeting Cloud Service
• PBCS Features & Functionality
• Implementing PBCS
• Demo
• Q&A

9. PBCS Administration Dashboard
• Launch Application
• Admin Tools
• Delete Application
• Application Management
• Desktop Installs
• Maintenance Time
• Tools
• Explore
• Calculation Manager
• Desktop Installs
• Data Integration

10. PBCS Administration Dashboard
• Admin Tutorials
• Best Practice Design
• Admin Tutorials
• Watch Demo
• Documentation
• Simplified Interface

11. PBCS Look & Feel
Classic Workspace look-and-feel or new “Simplified” interface (optimized for mobile)

12. PBCS Simplified Interface
The PBCS Simplified Interface provides the user with an easy to follow flow of events
and tasks to guide them through the plan cycle. It is also optimized for tablet access.

13. PBCS Input Forms
Planning and Budgeting Cloud Service provides your enterprise with a centrally managed,
universally accessible data entry vehicle – no more spreadsheet management nightmares!
Planners can input plan data, such as the Global Assumptions or Drivers you see below.

14. PBCS Process Workflow
• Built-in Process Workflow and Approval
• Leverage best practice approval workflow
• Shorten your forecast cycles
• Capture the approval audit trail
• Visualize the Approvals Process Status
Dashboards increase ease-of-use when
managing the approval process

15. PBCS Reports
Access to-the-minute reports directly from PBCS

16. Agenda
• About the Presenter
• Introduction to Oracle’s Planning & Budgeting Cloud Service
• PBCS Features & Functionality
• Implementing PBCS
• Demo
• Q&A

17. Implementing PBCS
Timeline

18. Implementing PBCS
How do we get there faster?
• Express Offering
• 6 Standard Dimensions
• 1 GL Source
• 1 Inbound Interface
• 10 Standard Web forms to facilitate simple data collection
• 1 Business Rule
• 10 Security Filters
• Unlimited users/groups

19. Agenda
• About the Presenter
• Introduction to Oracle’s Planning & Budgeting Cloud Service
• PBCS Features & Functionality
• Implementing PBCS
• Demo
• Q&A

20. DEMO
Start Demo

21. Wrap – Up / Q&A
Pete@InnovusPartners.com
Pete@OAUGNJ.org
Info@InnovusPartners.com
@PeteCammisa
@InnovusPartners
@OAUGNJ
Pete Cammisa
Innovus EPM & BI
OAUGNJ
Let’s continue the conversation…