Oracle PBCS - Workshop

PBCS Overview

Presenter Name:

Oracle Development
Platform Technology Solutions
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda
• State of the Solution
• Product Vision

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Oracle’s EPM Cloud Leadership
Planning and Budgeting Cloud Service As of Nov 1,2016

2,144 108,835
Launched: Subscriptions End Users and
February 14, growing!
2014

Built on over
Clients across
15 years of Available and
industries
Product Supported
Financial Services, Higher Ed,
Consumer Goods, Retail, Services,
Innovation Globally
High Tech, Public Sector 24X7X365
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
 Why Planning and Budgeting Cloud (PBCS)?
• Opex not Capex |High ROI for customer • Federated Deployment:
– Full blown features similar to on-prem Hyperion Planning and more
– LOB owned custom application
– Scalable and performant with large data models
– Fully customizable for needs of any LOB or industry specific needs
– Low recurring charge: User based subscription $120/user

– Create application for any business planning process

– Included software:

• FDMEE | RDBMS | 3 BSO | 4 ASO Cubes| FR | Smart View • SI / Partner Benefits

– One time implementation fee; low renewal fee – Predictable implementation time and cost: Average 6-8 weeks implementation

– Upgradable from on-prem

– Use industry expertise to build custom vertical solutions

– Monthly fixes and frequent enhancements with no cost to customer

– Create specialization in industries based on expertize

• Enterprise Grade:
– Lower cost of implementation over time using your own LCM templates
– Backup restore | SSO | Recovery | Certifications | Oracle Data Centers
– Create your own IP with custom industry templates

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Expansion Into Lines Of Business

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PBCS Deployment Use Cases – Enterprise Wide
Vertical Custom
Solutions
Corporate
• Industry
Finance Representation
Aerospace and Defense
Automotive
Chemicals
Communications
Sales Marketing IT HR Operations Consumer Goods
Education and Research
Engineering and Construction
Financial Services
Healthcare
High Technology
Industrial Manufacturing
• Leverage: • Use Cases: Insurance
• LCM accelerators – from on-prem or PBCS • Financial Plans Life Sciences
Media and Entertainment
• Industry Expertise • Workforce Plans Natural Resources
• Predictable Costs & IP • Operational Plans Oil and Gas
• Sales Plans Professional Services
Public Sector
• Marketing Plans Retail
Travel and Transportation

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| Confidential – Internal 7
Planning & Budgeting Cloud
– Enterprise Wide Opportunities

PBCS EPBCS
All Business Processes

Custom Financials Projects

Solutions

Workforce Capital

• $120 per user, per month • $250 per user, per month
• Fully customizable solution • Full access to all four OOB
for any business process business processes

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 AGILE PLANNING
PLAN WHAT YOU WANT
Product Vision HOW YOU WANT

Solution for Every Planning Need

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How Do We Get There?

SCALABILITY

EMPOWERMENT
EXTENSIBILITY
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EMPOWERMENT Modern, Intuitive, Easy to Use UI

Excel like capabilities

INDEPENDENCE | LIKEABILITY Agile modeling capabilities

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Simplified User Interface
• Modern
• Intuitive
• Simple
• Relevant
• Engaging

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Work Better in Excel And Excel like Interface on Web
Embrace Excel
• Workbooks and Worksheets
– Vertical and Horizontal Tabs
• What If Sandboxing (Aug 2015)
• Interactivity with larger data sets
– Rapid loading of large forms
– Quick cell to cell navigation & scrolling
– Large Ad-hoc grids in Smart View (CY2016)
• X-Sheet/Work book references through
HSGetVal and HsSetVal
• Smart Forms
– Excel Formats and Formulas
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• Instantaneous Calculations
– Auto Calculations
• Allows instantaneous aggregation which Excel
does now allow
– Smart Push
• Combine power of BSO and ASO into one
• Allow input in BSO and roll-up in ASO
– Hybrid BSO (Roadmap Q3 FY2017)
• Ability to roll-up sparse dimension
instantaneously
SCALABILITY
Fast Loading Of Large Grids

Large Models (Number Of Dimensions / Members)

Large Number Of Concurrent Users

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EXTENSIBILITY

Foundation For Services

Integration with Oracle Services
Integration with External Sources

15

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

PBCS as EPM Cloud SaaS Platform
PBCS EPBCS FCCS

PBCS As a Platform
Essbase + RDBMS

Common
Interactions Configuration
Data Integration Shared Services Hardware
Web Capabilities
FDMEE Provisioning Certification
Web Services Smart View & FR
Migration SLO
Predictive Planning
Environments
• 1 Subscription = 1 Pod = 2 environments (Production + pre-Production)
• 1 Subscription = 1 Application in Production and same application in pre-production environment
• Pre-production patch 1st weekend of month | Production patch 3rd weekend of month
• PBCS | EPBCS | FCCS will be deployed in separate pods but all will have same hardware and configurations
• Policy Limit: 150 GB of total disk space. Expansion SKU in FY17 Q1

Oracle Confidential – Internal

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EPBCS… Out-of-the-Box

Integrated Driver-based Bridging the Gap Between

Financials Planning for the Income Projects Project Planning Systems
Statement, Balance Sheet, and the Financial Planning
& Cash Flow Process

Headcount & Compensation Planning for the Long-term

Workforce Planning to link Financial Capital impact of Capital Assets on
Plans with the Workforce Financial Plans

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Financial Consolidation & Close Cloud Service

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Planning & Budgeting Application Types & License Requirements
• Standard (aka PBCS)
• Create full custom Planning application for any business process or create a demo application
• Convert to Enterprise. This will validate for compatibility and convert to Enterprise where possible.
• Minimum License Requirement: PBCS
• Enterprise (aka EPBCS)
• Create applications that enable configurable business processes
• Configure and update pre-defined business process for Projects, Workforce, Capex or Financial Statement
• Minimum License Requirement: EPBCS
• Lite / Reporting
• Create applications with upto 4 ASO reporting cubes.
• Convert to Standard. This will add needed custom BSO cubes
• Convert to Enterprise. This will validate for compatibility and convert to Enterprise where possible.
• Minimum License Requirement: PBCS
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Minimum License
Requirement:

Planning & Budgeting:

• For Standard: PBCS
• For Lite/Reporting: PBCS
• For Enterprise: EPBCS

Financial Consolidation
& Close: FCCS

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FDMEE: Hybrid Implementation Support
• Available starting with on- Financial Close

prem FDMEE 11.1.2.4.100 Planning &

Forecasting
Strategy
Management
• Virtually any source and Profitability
Management
Fusion GL
Oracle EBS, Cloud
target PeopleSoft, JDE, Fusion APPs,
SAP R/3

• Non traditional use cases

• Load Fusion GL Cloud FDMEE PBCS
Data Warehouse

• Significant competitive Data Mart

advantage
Open
Interface

Other
Systems File
Excel

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Release & Roadmap Milestones
Planning and Budgeting Cloud Service & Hyperion Planning

Feb 2014 Jan 2015 May 2016

PBCS PBCS HP PBCS PBCS HP

Launch R14.09 R11.1.2.4 R15.08 R16.05 R11.1.2.4.x
Based on R11.1.2.3

Sep 2014 Aug 2015 Q3 FY2017

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Aug 2015 PBCS Release (R15.08)
Use Excels Formula Editor To Write Calculations
• Write calculation using familiar Excel syntax
• Formulas are persisted with member reference
• Business users can drive calculations
Sandbox
• Create user defined versions on the fly
• Calculate and aggregate instantaneously
• Honors security and access rights
• Independent what-if analysis, Iterative modeling
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Valid Intersections
• Define valid and invalid data intersections
– Show only products pertinent to my region
• End users only interact with valid data intersections
• Users see only relevant information
• Speeds planning process
• Optimizes information rendered to users
Smart Push
• Associate Data Map Rules to Forms
• Move Data on Save of Form
• Option to associate relational data as part of move
• Move Data from BSO to ASO/BSO
• Immediate update of full Planning data for reporting
• Instant feedback loop for reporting and analysis
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 May 2016 Release (R16.05)
• Home Page Shortcuts • Document Upload
• Editable Dashboards • LCM And User Provisioning in Simplified UI
– Assign Access for Dashboards
• Granular Planning Roles
• Structures for Navigation
• Web FR Studio (R16.03)
• Attribute Dimension
– Use as Filter and as dimension in Forms & Reports • Technology Uptakes from Customer Resolutions
– HSGetVal/SetVal performance improvements
• Hierarchal Views
– Metadata Load performance
– Forms, Tasks, Reports
– Larger Ad-hoc Grids support in Smart View
• Right Click Menus
– Smart Push optimization
• Customizable Localization – Incremental database refresh - improved time
• Variables Support in EPM Automate

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 Learn More – Oracle Planning Budgeting Cloud Services

 Oracle PBCS Home Page: https://cloud.oracle.com/home

 Oracle PBCS Documentation:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/index.html

 Getting Started with Oracle PBCS:

 Docs: http://docs.oracle.com/cloud/latest/pbcs_common/docs.htm
 Videos: http://docs.oracle.com/cloud/latest/pbcs_common/pbcs_videos.htm
 Recommended Videos (EPM)
 interRel on Oracle Planning and Budgeting Cloud Service
 TBS Group on Oracle Planning and Budgeting Cloud Service
 Baxters on Oracle Planning and Budgeting Cloud Services
 Performance Architects on Oracle Planning and Budgeting Cloud Service
 Key Performance Ideas discusses Oracle PBCS - Planning and Budgeting Cloud Service

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For More Information oracle.com/cloud
cloud.oracle.com/tryit

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