1. Develop Accurate Budgets
and Perform Analysis Faster
with Oracle Hyperion Public
Sector Planning and
Budgeting
i
Issam Hejazin

2. ERP and EPM: Complementary Perspectives
ERP (Transaction)
Systems
Performance
Management System
• General Ledger
• Financial Data Quality
• AR / AP
• Performance Based Budgeting/Planning
• Human Resources
• Predictive Analysis / Forecasting
• Inventory
• Scorecarding / Dashboarding
• Fixed Assets
• Financial Consolidation & Compliance
• CRM
• Long Range Modeling & Planning
• Call Center
• Master Data Management (DRM)
• Supply Chain
• Interactive Reporting
Transaction Systems: Help
drive Agency efficiencies
(automation of processes)
Performance Management
Systems: Help drive Agency
effectiveness & accountability

3. Enterprise Performance Management System
Complete, Integrated, Open
EPM WORKSPACE
Desktop
Web
Search
PERFORMANCE MANAGEMENT APPLICATIONS
Financial
Strategy
Planning &
Cost
Reporting &
Management
Budgeting Management
Compliance
Alerts
Office
Mobile
Business Intelligence
Applications
Business Intelligence Foundation
Fusion Middleware
OLTP & ODS
Systems
Data Warehouse
Data Mart
Essbase
EBS, Siebel, JDE,
PeopleSoft, Custom
Excel
XML
Business
Process

4. Gartner: Magic Quadrant for CPM Suites, 2010
The Magic Quadrant is copyrighted 25 January 2010
by Gartner, Inc. and is reused with permission. The
Magic Quadrant is a graphical representation of a
marketplace at and for a specific time period. It
depicts Gartner's analysis of how certain vendors
measure against criteria for that marketplace, as
defined by Gartner. Gartner does not endorse any
vendor, product or service depicted in the Magic
Quadrant, and does not advise technology users to
select only those vendors placed in the "Leaders"
quadrant. The Magic Quadrant is intended solely as
a research tool, and is not meant to be a specific
guide to action. Gartner disclaims all warranties,
express or implied, with respect to this research,
including any warranties of merchantability or fitness
for a particular purpose.
This Magic Quadrant graphic was published by
Gartner, Inc. as part of a larger research note and
should be evaluated in the context of the entire
report. The Gartner report is available upon request
from Oracle.
Source: Gartner, Inc., “Magic Quadrant for CPM
Suites, 2010” by Nigel Rayner, Neil Chandler, John
E. Van Decker, 25 January 2010.

5. Hyperion Public Sector Planning and Budgeting
is a new module of Hyperion Planning
Financial Reporting:
• Consolidated Document Publishing
Public Sector Planning and Budgeting
• Rich Position Budgeting functionality
• Pre-configured task / process flows
• Centralized End-User Environment
• Robust Workflow/Approval Routing
• Data Validations and Business Rules
Forecasting – Predictive Analysis
Packaged Source System Integration
Financials (ERP)
HR (ERP)
Planning & Budgeting

6. Oracle-Hyperion Planning
Streamline Planning, Budgeting and Revisions
• 1 Version of the Truth
• Centralized and/or Distributed
• Scenarios & Versioning
• Integrated Components
• Reporting / Dashboards
• Workflow
• Document Management
• Data Entry Forms
• Driver-based Planning
• Linkage to Goals & Performance
• Forecasting & Predictive Analysis

7. Public Sector Planning and Budgeting
• Hyperion Public Sector Planning and Budgeting is a
new module of Hyperion Planning
– Built using Hyperion Planning as the foundation technology
– Address planning and budgeting needs of public sector
organizations through packaged product offering
• Key functional capabilities
– Packaged position budgeting module
– Bi-directional integration with ERP sources through FDM
– Support for management of budgetary processes including
budget book preparation through FR

8. Robust Capabilities in a Single Solution
Multi-Source Data
Integration
Reporting/Analysis
Dashboards
Business Rule Editor
Web User Interface
-> Data Collection
-> Workflow
-> Business Rules
-> Task Lists
MS Office
Single Database
Single Version of the Truth
-> Commentary
-> Audit Trail
-> Security

9. EPM Value: Driving Breakthrough Performance
• High ROI with low TCO
–
–
–
–
Synchronized view of all Enterprise data via a common workspace
Speed user acceptance, lower training costs, minimize errors
Common components & capabilities leveraged across solution suite
True COTS applications
• Rapid Time to Benefit
–
–
–
–
Iterative development lifecycle
IT Infrastructure Independent
Analysis and Reporting with MS-Office Integration
Expansion/upgrade of existing Oracle footprints
• Support to decision-makers; accountability to the taxpayer
– Better business systems & decisions = more resources
– Increased visibility = increased accountability and focus

10. Budget Formulation at the
Nuclear Regulatory Commission
The U.S. Nuclear Regulatory Commission (NRC) was created to enable
the nation to safely use radioactive materials for beneficial civilian
purposes while ensuring that people and the environment are protected.
BEFORE
• Legacy budget formulation system
was manually intense, requiring
data re-keying and multiple
spreadsheets and lack of
confidence in numbers.
• Difficult to forecast and
reprogram and little visibility into
variance analysis.
• Could not track or manage
performance against the annual
plan and quickly/effectively
forecast resource constraints.
AFTER
• Automated system that minimizes
time spent entering data and
maximizes time spent analyzing
the budget and making better
forecasting.
• Achieved financial data integrity
from the budgeting process (no more
disparate spreadsheets w/multiple
disconnected versions of the budget).
• Now have the ability to perform
what-if analysis and quickly
respond to changing scenarios
within the budget process.

11. Department of Commerce: Census Bureau
Budgeting and Analysis
“Hyperion has helped us create a centralized, realtime planning and budgeting system that is
accessible to our entire user population – not just the
finance staff. With our Hyperion solution it’s a given
that our data at all levels is accurate, and that it
supports our official budget requests.”
Janet Beck
Financial Systems Officer

12. Oracle Public Sector Budgeting
Solution Update

13. Budgeting Can Be A Huge Burden
15

14. Rapid Adoption – Increased Accuracy
Task Lists: Guide Users Through Budget Process
Role-based
Task List is
Accessible
from Web or
Excel
• Budget wizard to guide planners
• Include instructions
• Set due dates
• Alerts and progress monitoring
• Send email reminders
• Report on budget status

15. Gather Data From Key Constituents
Online data-entry forms
• Web based data entry forms
• Structured form grids with Excel like
functionality
• Security enabled folders to organize
forms by business function and user
type

16. Data Integrity with MS-Excel
• Grids structured for MS-Excel input
• Complete application security
enabled
• Full function MS-Excel
18

17. Fewer Errors – Increased Oversight
Validation Report for Alerts
• Auto generated validation report helps fixing any data
issues before submitting the plan

18. Process Management & Validation
• Manage budget reviews and
approvals
– By Department , Program or
other perspective
– Approval based budget
validations (examples):
• Education costs > 10% of
total costs, require special
approval
• If Dept Salary Expenses >
5% of previous version =>
Notify a Budget Office
• Email Notifications
• Out of Office delegation

19. Public Sector Position Budgeting
Forecast Workforce Impacts
• Budget by Individual or Position
• Plan salary and other
compensation at any level
• Add, edit and delete
employees and new hires
• Pre-defined or custom
calculations for taxes, etc.
• Integrates actuals
from HR systems
• Test scenarios in real-time
for impact analysis

20. Effective Dating and Position Types

21. Linkage to Funding Sources of Position Expenses

22. Pre-defined Reports
• Position-Employee
Associations
• Employment Levels
• Position Expenses by
Department
• FTE and Headcount by
Position
• Position Impact
• Position Adjustment
• Stage Variance
• Vacant Positions

23. Turn-key Integration with Source Systems
ERP Integration w/ Drill Through
– Pre-configured Adapters
– Support for meta data and data
– Drill-through to source detail
• Web Forms
• Financial Reports
• MS-Office

24. <Insert Picture Here>
Budget Book Enhancements:
Complete Document Publishing

25. Reporting Tools: Financial Reporting
Enterprise Reporting Available Immediately
Reports
and/or
Books
Production
Quality Print
Web
Distribution

26. Yesterday - MS Word Integration
– Display the results of a Financial Report in MS-Word.
– Also retrieve a single data cell value from a Financial Report
– Word documents can be published to Content Repository, Workspace
or Planning Cell Text link

27. TODAY - Consolidated Document Publishing
Reduce Time – Eliminate Errors
• Generate consolidated documents (multiple formats!)
–
–
–
–
Briefing Books
Budget Books
Web Documents
Others
• Out-of-the-Box Document Features
–
–
–
–
–
–
–
–
Page numbering – master / chapter
Bookmarks
Table of Contents
Start/ End pages
Chapter Start/End pages
Graphic/Text Overlays
Cross references
Document splitting

28. Book Editor Properties

29. HTML Web Site Features
Header with
hyperlinks and
image on top
Search bar
Breadcrumbs
that keep track
of site location
Table of contents
with nested /
indented content
and section
headings
Links to external
site and page
with FRExecute
Links to
documents
(e.g. PDF, XLS)
Links to other
reports on row
metadata labels
FR Report with
grid, chart and
report header
Tab-like links to
other reports
and pages

30. Oracle Public Sector Budgeting
Solution Demonstration

51. Issam_Hejazin@yahoo.com
61