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Planning Transformation

University Planning Modernization with Oracle EPBCS

Modernization of budgeting and forecasting for a public university by replacing spreadsheet-led processes with Oracle EPBCS.

Customer Summary

A public university with three campuses that needed services and support for Enterprise Performance Management budgeting and forecasting.

Challenges

The university needed to migrate from Excel to Enterprise Performance Management Cloud and use the power of Workforce and Financials while supporting a student-focused customer module. The program required an architecture that could move the Excel solution into an enterprise structure.

Services & Solution

  • Conducted requirements gathering and design sessions with the business team.
  • Designed a solution using Oracle Enterprise Planning and Budgeting Cloud Service.
  • Created a design that allowed use of out-of-the-box functionality with limited personalized configurations.
  • Replaced Excel with Hyperion Planning webforms and dashboards.
  • Migrated and trained the business team in a short timeframe on Oracle EPBCS.
  • Built graphical dashboards for planning visibility.

Business Impact

  • Removed a manual process and replaced it with an automated and consolidated EPM application.
  • Created a solution that supported account structures while reducing customizations and improving data management accuracy.
  • Enabled workforce planning for headcount and employee-level compensation planning.
  • Allowed profit and loss, balance sheet, budgeting, and forecasting work to be completed faster with automation efficiencies.

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