A top physician group migrated their on-premises Hyperion system to Oracle's Planning and Budgeting Cloud Service (PBCS) with help from Perficient. The migration addressed challenges with the on-premises system including bottlenecks processing data, lack of real-time budgeting capabilities, and complicated workflows. The PBCS implementation provided benefits like real-time calculations, improved budgeting workflows, inclusion of all legal entities, and leveraging ongoing cloud enhancements without maintaining servers. Initial outcomes included time savings, earlier budget completion, and enabling end users to focus more on planning.

1. HOW A TOP PHYSICIAN GROUP MIGRATED
TO THE CLOUD WITH PBCS

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ABOUT PERFICIENT
Perficient is the leading digital transformation
consulting firm serving Global 2000 and enterprise
customers throughout North America.
With unparalleled information technology, management consulting,
and creative capabilities, Perficient and its Perficient Digital agency
deliver vision, execution, and value with outstanding digital
experience, business optimization, and industry solutions.

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PERFICIENT PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2015 revenue $473.6 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chattanooga,
Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,
Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,
New York City, Northern California, Oxford (UK), Southern California,
St. Louis, Toronto
Global delivery centers in China and India
>2,800 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards

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PRESENTERS
Thomas Kelly
Director of Finance
Harvard Medical Faculty Physicians
at Beth Israel Deaconess Medical Center, Inc.
tkelly3@bidmc.harvard.edu
Don Ford
Director, Oracle EPM Practice
Perficient, Inc.
Don.Ford@Perficient.com

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AGENDA
• Introductions
• Oracle Cloud Landscape
• Current States / On-Premises Challenges
• Project Scope and Timeline
• Perficient SupportNet
• Outcomes / Success Metrics
• What’s Next / Look into the Future

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HARVARD MEDICAL
FACULTY PHYSICIANS
at Beth Israel Deaconess Medical Center Inc.
• Formed in 1998 in support of merger of Beth Israel Hospital
and New England Deaconess Hospital (now BIDMC)
• Employs approximately 1,200 Harvard Medical School
faculty members
• Exclusive agreement with BIDMC for patient care, research,
and teaching services
• Comprised of 13 clinical departments
• Corporate provides comprehensive management services,
such as compliance, legal, finance, and human resources to its
faculty members
• Originally implemented Hyperion Planning in 2012

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PERFICIENT’S HYPERION PRACTICE
Fast Facts
• Practice Started: 2002
• Projects Completed: 1000+
• Management Team: 14 years
• Oracle authorized education center
• Hyperion Education
• SupportNet Managed Services
• Support Services
Solutions Expertise
• EPM strategy and assessments
• Financial close & consolidations
• Cloud & on-premises solutions
• Reporting & analytics
• Data relationship management
• Account reconciliations
• Profitability & cost management
• Infrastructure & high availability
Oracle Specializations

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A COMPLETE EPM CLOUD SOLUTION
Account Reconciliations
Consolidations
Budgeting &
Forecasting
Integration
Secure Single Vendor Platform
 COMPREHENSIVE - The most complete
cloud-based Enterprise Performance
Management solution available
 EASY TO ADOPT – Modular productswith
Configurable capabilities, leveraging a
Common Platform, Flexible Deployment
 FIRST-IN-CLASS FUNCTIONALITY –
Embedded Best Practices, Tailored Role-
based Interfaces, Pre-Built Content,
Extensive Leverage of Oracle R&D
Copyright © 2016 Oracle and/or its affiliates. All rights reserved.
 COMPREHENSIVE – The most complete
cloud-based enterprise performance
management solution available
 EASY TO ADOPT – Modular products with
configurable capabilities, leveraging a
common platform, flexible deployment
 FIRST-IN-CLASS FUNCTIONALITY –
Embedded best practices, tailored role-based
interfaces, pre-built content, extensive
leverage of Oracle R&D

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ORACLE’S EPM CLOUD LEADERSHIP
Built on over
15 years of
product
innovation
Clients across
industries
Financial Services, Higher Ed, Consumer
Goods, Retail, Services, High Tech, Public
Sector
1,637
Customers to date
93,000
End users and
growing!
Available and
supported
globally
24 X 7 X 365
⁺ As of 20 June 2016
First service
launched:
February 2014
(5 services to date)
Copyright © 2016 Oracle and/or its affiliates. All rights reserved.

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PLANNING AND BUDGETING CLOUD SERVICE
• SaaS-based enterprise planning solution
• Powerful workflow and task management
• Driver-based and predictive planning
• Seamless Microsoft Office Integration
• Powerful reporting and analysis
• Robust data integration
• Cloud-based ‘Software-as-a-Service’ delivery
advantages:
• No capital infrastructure investments
• Minimal IT resource requirements
• Owned by line of business

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COMPANY BACKGROUND
• Originally implemented Hyperion Planning
in 2012
• Experienced significant growth since then
• Growing need to provide executive office
with greater insight into financial
performance and more flexibility in budgeting
Growing Book of Business with
Stagnant Application
Financial Planning & Analysis Team
• 13 clinical departments, each with multiple
entities and varying degrees of complexity
• Corporate: Two analysts, one director
• New team, fresh perspective
• Completed one full budget cycle
• Experienced pain points first hand
• Evaluated system, gathered end-user feedback
Processing
Data
Analyzing
Data

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ON-PREMISES CHALLENGES
• Corporate generated and distributed various
spreadsheets outside of the system
• Caused bottlenecks getting data into Hyperion
• Time was spent processing data, rather than analyzing it
• Lack of “real-time” budgeted bottom line
• Business rules were bundled into one all-inclusive
ruleset which was only run twice a day during the budget
cycle as it took 2-3 hours to complete
• Complicated matrix of forms for user input
• System was cluttered with old cost centers, inconsistent
naming conventions, unused forms and business rules
• Half of the workforce planning budget was developed
outside of the system
• Lack of IT support for on-premises application
maintenance

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Early 2015:
Shared pain
points/challenges
with Oracle.
Helped identify
partners.
Late 2015:
New team
completed 1st
budget cycle
Obtained
feedback
Developed
plan with
Perficient
January 2016:
Commenced
Phase I of
project with
Perficient
April 2016:
Went live with
new PBCS
application
FY17 budgeting
process began
August 2016:
Finalize FY17
budget
PBCS INTEGRATION TIMELINE

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Optimization Workforce Planning
On-premises
to Cloud
• Real-time calculations
in all areas
• Improve budget creation
workflow and usability
• Inclusion of all legal
entities
• Provide more robust
labor model
• Plan replacements vs.
net new headcount
• Inclusion of PeopleSoft
FTEs to PBCS
• Receive latest
enhancements first
• Improved system efficiency
and updated user interface
• Do not need to maintain
servers
• Implement SSO
PBCS SCOPE AREAS

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• Leaned on SupportNet for post go-live support
• Functional application support
• Planning
• Data integration
• Financial reporting
• Recovery and maintenance
• Virtual team of experienced consultants who
were both knowledgeable and efficient
PERFICIENT’S HYPERION SUPPORTNET
SupportNet provided a valuable “lifeline” at critical moments

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Admin
Feedback
User
Feedback
Project
Success
• Less data to process offline,
put more in end-users’ hands
• Able to quickly calculate
impact of potential budget
changes for CFO
• Easier data import process
• No more servers or patches!
• Happy to run business rules and
“refresh” budgets immediately
• Felt the system was much
quicker, cleaner and had a more
pleasant U/X
• Excited to be able to update
entire workforce planning
throughout the budget process
• On time and on budget!
• Estimated 30% time savings
around planning op. expenses
and workforce planning
• “Real-time” numbers enabled
end users to complete their
budgets earlier and spend time
planning for the upcoming
fiscal year
PROJECT OUTCOMES

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WHAT’S NEXT? PHASE II UPGRADE
Provide users the ability to
develop and calculate Net
Patient Service Revenue
within PBCS
Develop “Funds Flow
Tracker” within application
to track and update budgets
based on approval/denial of
new budget requests
submitted to the hospital
Develop year-end /
quarterly forecasting
within PBCS
Utilize as financial
reporting system: develop
cross-company
consolidated P&Ls

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VISIT US AT ORACLE OPENWORLD
Session Title:
• Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center Inc.
Migrates to Oracle Planning and Budgeting Cloud Service
• Session ID: CON5684
Date and Time:
• 9/22/16, 12:00 - 12:45PM | Moscone West - 3024

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QUESTIONS
Type your question into the chat box

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• Twitter.com/PRFT_Oracle
• LinkedIn.com/company/Perficient
• Facebook.com/Perficient
Next up:
Stop by our booth at Oracle OpenWorld
September 18-22 in San Francisco!

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THANK YOU