Smart PBCS
Fast-tracking your PBCS project success
Our Smart PBCS implementation approach leverages our experience with over 100 EPM projects. Working directly hands-on with your team, our efficient and fast-track approach focuses on your organization’s needs and expectations using iterative training and testing to ensure immediate feedback and adjustments during the implementation. If you got started in the wrong way with another partner, don’t give up, since we have quickly and successfully rescued over 20 projects to date.
Following an agile methodology to give rapid return on investment, Smart PBCS by SmartBI is an accelerated deployment customized for each organization. Features include the following:
These typical features can be deployed within 8–12 weeks. If your environment requires additional or more complex functionality, be aware of these enhancements that can add some extra time to an implementation:
- Currency conversion with multiple local and reporting currencies
- Balance Sheet and Cash flow budgeting and reporting
- Additional dimensionality requirements such as alternate rollups
- Additional or more complex calculations such as allocations
- Additional reporting builds
- Additional data source integrations
- Additional web forms and input templates
- ASO or Hybrid extension for larger dimensionality
Regardless of the implementation time, when properly designed, Oracle PBCS saves significant effort and time overall for your team by speeding up planning cycles, eliminating errors from offline Excel, and centralizing years of data. Oracle PBCS and Hyperion customers report an average of 27 days saved in the annual plan, 27% fewer iterations of the plan, and 23% less time prepping and aggregating data.
Dimensionality
- Account (custom)
- Entity (custom)
- Period
- Year
- Scenario
- Version
- Two custom dimensions such as product or Department
- Currency – local to consolidated reporting
Modeling
- P&L planning & forecasting
- Targeting setting
- Monthly plan & forecast entry
- Consolidation
- Business rules
- Custom data forms
- Custom Hyperion and Smart View Reports
- Efficient user and admin training & documentation
- Post-production support
Data Integration
- Up to 2 data sources
- Flat file based loads*
* Direct connection loads are possible within the 12 week phase for sources that have supported PBCS direct connectors
Contact us for a free assessment and we can guide you through successfully implementing PBCS quickly.