Rapid Deployment of

Planning in the Cloud

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Agenda

• Introduction

• Perficient Overview

• Market Trends

• Oracle Planning & Budgeting Cloud Service (PBCS)

• Rapid Deployment Process for Hyperion Planning

• Perficient’s Fast Forward for Hyperion Planning

Perficient Overview

A national IT & Marketing consulting firm,

with expert teams focused on helping our

clients implement compelling, useful

customer experiences.

Fast Facts:

• Founded 1997

• $425 MM+ in annualized revenues

• 24 locations in North America

• Houston, Dallas, Detroit, Charlotte,

Boston, Atlanta, Columbus,

Cincinnati, Washington DC,

Philadelphia

• Offshore in Europe, China and India

• 2200 + employees

• 85% of revenue from recurring clients

• Served 450+ clients in past 12 months

Practice Started

Successful Projects

# of Consultants

Service

Capabilities

Other

Support Offering

CX

1995

600

75+

Order Mgmt

Marketing

SFA

Call Center

Field Service

Analytics

Training Ctr

Support.Net

ERP

2000

500+

75+

Financials

Procurement

Order Mgmt

Distribution

Mfg/ SCM

HR/Payroll

Project Acctg

Service

Analytics

Vertex

Support.Net

EPM

2002

350+

50+

Planning

Essbase

HFM

FDM

DRM

HPCM

HSF

Training Ctr

Support.Net

BI / SOA

2009

60+

50+

BI

DW

MDM

SOA Integr

Portals

BPM

Training Ctr

Support.Net

Our Oracle NBU & Capabilities

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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

Oracle Specialized Partner – Certified by Oracle to deliver and

sell Oracle applications and technologies in our key delivery areas.

Oracle Authorized Reseller – Certified on Oracle licensing and

authorized to resell licenses and maintenance contracts

Oracle Partnership

Practice Started

Successful Projects

Service Capabilities

Education

Support Offering

Perficient’s Hyperion Practice

2002

350+

Hyperion Financial Managment (HFM)

Financial Data Quality Managment

(FDM)

Planning

Essbase

Data Relatioship Management (DRM)

Hyperion Enterprise

Profitability Cost Mangment (HPCM)

Hyperion Strategic Finance (HSF)

Essbase Analytic Link (EAL)

Authorized Oracle Education Center

SupportNet

EPM/Hyperion

Transportation Consumer Goods/Media Oil & Gas/Chemical

Manufacturing Technology Higher Education

Healthcare Financial Services Energy

Selected Hyperion Clients

Market Trends

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Top Enterprise Technology Initiatives

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Top Business Analytics Initiatives

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Projected Movement to the Cloud

Oracle Planning & Budgeting Cloud

Service (PBCS)

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Key Features: Planning & Budgeting Cloud Service

Oracle PBCS

• Latest version of Hyperion Planning

deployed on the Oracle Cloud

• Same codebase as Hyperion Planning

version 11.1.2.3, not version 1.0

• Subscription based model licensed per

user/application/month

• Incudes software licensing, support,

system patches, and version upgrades

• Familiar user interfaces include web

browser and Microsoft Office

• Hardware maintained by Oracle

• Two environments are included: pre-

production and production

• Supports development of new

applications or migration of existing

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Key Benefits: Planning & Budgeting Cloud Service

Oracle PBCS

• No upfront hardware cost eliminates capital

expense requirements

• Monthly subscription provides predictable cost

structure for planning and budgeting purposes

• Changes the focus from hardware and

infrastructure to delivering real business value

• Automatic upgrades and patches ensure that

your organization is using the latest features

• Common web browser and Microsoft Office

interfaces increase efficiencies for your users

• Oracle hardware support keeps your application

up and running when you need it most

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Key Capabilities: Hyperion Planning

Oracle PBCS

• Best-in-class solution for financial

planning, budgeting & forecasting

– Align top-down and bottom-up

– Consistent assumptions

– Common allocations & calculations

• Powerful workflow and process

management capabilities

• Ad hoc and formatted reporting

• Excel, Word, and Powerpoint integration

• Manage tasks from Microsoft Outlook

• Traffic lighting & data validation

• Leverages Essbase database engine for

powerful reporting and analysis

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Hyperion Planning Deployment Options

Deployment Options Business Considerations

Oracle Planning & Budgeting

Cloud Service (PBCS)

• Licensed per user/month/application

• No software or installation costs

• No hardware required

• Oracle handles infrastructure tasks (patches, upgrades)

• New deployments or migration/upgrade of existing applications

On-Premises

• Requires purchase of software using Oracle licensing model

• Requires new or existing hardware

• Requires internal IT support for maintenance & monitoring

• Consulting firm deploys patches and upgrades to EPM apps

Hybrid

• Combination of PBCS & on-premises deployment

• Flexible approach to leverage both public and private clouds

• Keep sensitive information in house and utilize PBCS for other apps

• Add new environments (dev/test) or upgrade to current environment

Oracle PBCS

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PBCS Deployment Considerations

Oracle PBCS

• Data and metadata are loaded to PBCS via flat

file transfers

• 150 gb of storage for each environment

• Scheduled maintenance windows for patching

and version upgrades

• Single sign on managed through Oracle Cloud,

rather than Shared Services

• No MSAD/LDAP user directory integration

• EAS is not available, key features added to

Calc Manager

• Classic managed applications only, no EPMA

• Planning modules not included: Workforce,

Capital Asset, and Project Financial

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Oracle PBCS

PBCS Data Flow Diagram

Rapid Deployment Process

for Hyperion Planning

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Goals of Rapid Deployment Solutions

“Traditional EPM engagements cost too much and take too long to implement.”

Goals:

• Deliver a quick win by deploying a Hyperion Planning system in weeks, rather than months

• Utilize pre-designed artifacts and templates to support the rapid deployment

• Adopt Agile project management methodologies designed to improve efficiencies

• Provide a fixed fee, defined scope solution for initial Planning implementation

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Traditional

Implementation

Rapid Deployment

Implementation

Engagement

Approach

All artifacts are built from

scratch each time

Pre-built components capture

common design elements

Cost

Varies, usually 2-3 times the

cost of rapid deployment

solution.

Fixed fee implementation

ScopePhased approach, subject to

scope creep

Defined scope, plus customization

hours included

Time to Deploy Longer, usually 16-20 + weeks Rapid, 8 weeks

Deployment

OptionsOn-premises, Cloud, or Hybrid On-premises, Cloud, or Hybrid

Time Investment High Low

Business Value

Templates leverage commonalities across industries

Low cost, low risk, and faster deployment

Agile deployment methodology delivers quick wins & greater visibility

Implementation Approaches – Traditional vs. Rapid Deployment

Perficient’s Fast Forward

For Hyperion Planning

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Overview of Perficient Fast Forward for Hyperion Planning

Base Fast Forward

Application

High Value, Reduced

Cost

Cloud,

On-Premise,

Hybrid

Rapid Deployment

Fixed Fee,

Defined Scope

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Perficient Fast Forward for Hyperion Planning

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What’s Included in the Fast Forward Solution?

Item Description

Base Planning Application One (1) application with one (1) database to support income statement planning to EBITDA.

DimensionsSix (6) standard dimensions including: Year, Period, Accounts, Scenario, Version, Entity

(Department)

Web Forms & Smart View

Reports

Ten (10) Hyperion Planning web forms to support income statement planning.

Eight (8) SmartView reports for monthly, YTD, and variance reporting.

Business RulesThree (3) business rules to perform data aggregation, copy, and clear functions.

Data & MetadataData for last year, this year, and next year. Data and metadata load routines using flat file load

process from one data source.

Security Security groups and roles to limit access to application, reports, and business rules.

Documentation Design document and administrator guide.

Customization Block of consulting time to be used to customize the Planning application to suit the needs of your

organization. Scope defined & prioritized by client.

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Fast Forward Engagement Process

Phase 1 Phase 2 Phase 3 Phase 4Pre-

Work

2-weeks 2-weeks 2-weeks 2-weeks

Go

Live

Pre-Work Prepare for kickoff, identify project team, obtain hierarchy files from client.

Phase-1 Deliver base Hyperion Planning application.

Phase-2 Deliver Planning components (web forms, reports, business rules, etc.)

Phase-3 Refine application & begin customization efforts.

Phase-4 Complete customization, fine tuning, and prepare for go-live.

A demonstration of the current state application occurs at the end of each 2-week phase.

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Consulting Project Team Resources

Resource Role

EPM Director Provides project and resource oversight for engagement.

Solution Architect / Delivery Manager Responsible for overall solution design and delivery.

Lead EPM Consultant Leads solution development and customization efforts.

EPM Consultant Assists in the development of Planning application, web forms, and reports.

Resource Role

Executive Sponsor Senior leader that is responsible to the business for the success of the project.

Project Manager Works with Perficient Solution Architect / Delivery Manager to manage project.

Functional SMEs Provides domain expertise around the planning, budgeting, and reporting processes.

Hyperion Administrator Designated administrator(s) that will manage the Hyperion environment post go-live.

Client Project Team Resources

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Summary

PBCS and Perficient Fast Forward for Hyperion Planning

Oracle Planning & Budgeting Cloud Service

• Flexible, scalable architecture

• No upfront hardware or software costs

• Maintenance, patches, updates included

• Web interface & Microsoft Office integration

• Reduced reliance on IT support

• Focus resources on strategic initiatives, rather

than supporting hardware and software

• Reduced reliance on spreadsheets

Rapid Deployment for Hyperion Planning

• Fixed fee engagement

• Defined scope, plus customization

• Rapid deployment in just 8-weeks

• Quick return on investment

• Rich feature set including application, web

forms, reports, security, data & metadata, and

documentation

• Deployed on the Oracle PBCS

Hanny ShanarDirector of Oracle EPM

O: (713) 554-4055

M: (713) 320-4344

hanny.shanar@perficient.com

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Contact Information