PUBLIC SECTOR PLANNING & BUDGETING

Corporate Overview

HQ out of Tampa, FL Midwest Regional Office, Indianapolis, IN West Regional Office, Denver, CO

Oracle Gold Partner with over 70 years of combined BI & EPM experience

Staffed with resources that posses 6-15 years hands on architect & implementation experience

Focus is solely on Oracle BI & EPM solutions

Technologies We Specialize In

Oracle|Hyperion Essbase Oracle|Hyperion Planning Oracle|Hyperion HFM Oracle|Hyperion FDM OBIEE OBIA Oracle DRM Oracle|Hyperion Reporting & Analysis (Financial

Reporting, Web Analysis, Smart View) Oracle Data Integrator Oracle BI & EPM Infrastructure

Introductions

Vince TranPrincipal Architect - VECGHyperion Essbase and Planning Certified 12 Years experience with Hyperion

Products 10 Years hands on experience with

Hyperion Planning & Essbase

Enterprise Performance Management

Link strategies to plans and execution

Monitor financial and operational results against goals, and applying analytics

Drive enterprise-wide performance improvement

EPM Suite of Products

Planning & Budgeting Challenges Approvals – Many levels of review and

negotiation Disconnected – Sometimes not reflecting

mission realities Cost – Consumes too many resources and

time Inflexible – Cumbersome to change and

priorities change Iteration – Submission, revision, pass-

back, adjustments Complexity – Across programs, across

authorization committees, across departments

Centralized Planning & Forecasting

PUBLIC SECTOR PLANNING & BUDGETING (PSPB)

RevenueOperatin

g Expense

Workforce Planning

Capital Assets

Planning

Projects Planning

CAFR and Reporting

Validation & Approval Process

PSPB Key Features

Prebuilt data forms Prebuilt task lists Prebuilt calculation

logic Supports grade as well

as grade & step based salary structure

Ability to define breakdown cost elements

Decision packages and budget requests for requesting incremental funding of all types of costs, including compensation

Allows multiple allocations across fund, cost center and programs

Unlimited what if scenarios

Narrative justification and multiple public and private notes and attachments in funding requests

Creation of revisions to capture changes to adopted budgets

Configurable Budget hierarchies

MS Office integration

PSPB Advance MS Office Support

Complete budgeting task in MS Office environment Use of Excel

Rich end-user functionality Ad-hoc analysis and reporting Dynamic data points across

multiple Office products (Word, Power Point, Outlook)

Collaborative Budget Preparation

Key Enablers of Collaboration: Web based data forms Electronic workflow integrated

with email systems Task list based processes

integrated with MS Outlook task list

Multi layered security for control and flexibility

Collaboration: Electronic Workflow

PSPB Budget Models

Oracle Hyperion PSPB provides a flexible approach for detailed compensation modeling. It supports the following budgeting models: Employee: Employee information is used for developing

and tracking detail cost at the individual employee level. Position: Position information is used for developing and

tracking budget detail cost at the individual position level. Position and Employee: This is most comprehensive

model in which information is captured at position level, employee level and employee assignment to the position. This model not only tracks filled positions but also vacant positions and partially vacant positions, bringing the budgeted amount closer to potential cost. This is the most popular model in state and local governments.

Position/Employee Budgeting

Position/Employee Configuration

Budgeting COLA Longevity All

compensation elements

Integration with ERP

Developing Alternative Scenarios With Decision Packages

Decision packages are used for identifying revenues, expenditures, and new positions in a separate bucket, thus allowing organizations to differentiate between the necessary and desirable budget items

Hyperion PSPB allows organizations to capture decision package details, such as their purpose and whether the budget request is one time activity or recurring

Organizations can also capture key results/objectives as well as the cost and revenue impacts of the decision package

PSPB Decision Package (continue) Once decision packages are submitted,

each package can be tracked separately using a configurable electronic workflow feature of Oracle Hyperion PSPB

Management can evaluate each decision package separately and approve or reject it as per business needs

PSPB Decision Package (continue)

Integration with External ERP Build dimensional hierarchies Populating smart lists Extracting Budget and Actuals Extracting position, employee and

employee assignment to position information from HRMS system

Deploying budget in transactional system

Publish Budget Book

Budget is not just an exercise of resource allocation but also a mechanism of communication of policies and programs

Once a budget is finalized, the government entity publishes its budget book

PSPB supports budget book creation. Combining data from various sources

A budget book can be refreshed with changes made within the source data, cutting from adaptation to publishing a budget book.

Publish Budget Book (continue)

PSPB Business Benefits

Reduced deployment time and cost by leveraging pre‐built data forms, task lists and the calculation engine

Prepackaged position, employee and position & employee budget models incorporates best business practices of the industry

The application provides the ability to track costs at individual position levels, helping organizations improve management of their costs

The application allows users to configure budgetary review and approval hierarchies, cutting approval cycle time

PSPB Business Benefits (continue) The out of the box integration and available

adapters allows Hyperion PSPB to integrate with virtually any ERP application. Data integration dramatically improves meta‐data management process, and reduces the time to load data from external systems and load back to external ERP system

The built‐in budget book feature reduces the time required for publishing a budget book after a budget is adopted

Our Pledge

Not just another vendor, but an experienced Partner.

Thank You

Vince Tran

vtran@verticaledgecg.com

Thank You

For copies of this presentation, please contact:

Dean Collura (Director of Sales) at 813.404.7527

or dcollura@verticaledgecg.com