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August 22, 2017
Getting Your Budget Adopted with Oracle Planning and Budgeting Cloud Service (PBCS)
Webinar

Public sector finance managers face increased pressure to manage their complex planning and budgeting processes in order to achieve the organization’s financial goals. However, public sector organizations face many challenges during the budget year. These challenges impact the budget development process and make it difficult to deliver a timely and effective budget without a significant burden on the organization’s executives and budget management team.

In order to meet the funding needs for new and existing programs and sustain compliance and regulatory requirements, as well as deliver transparency and accountability, public sector finance teams need a budgeting and forecasting solution that will integrate the processes from beginning to end.

Join us for our webinar as we present a walk through of the budget process from formulation to adoption and how each phase is easily managed in Oracle PBCS. John Regula, our speaker, will present the phases that, when implemented with PBCS, provides the functionality needed to efficiently move the Budget from beginning Goals to Adopted Budget. John will showcase:

  • Calendar & Budget Instructions
  • Anticipated Goals / Budget Requests (Upcoming FY)
  • Current Year Budget Update & 1-Year Forecast (i.e. General Fund)
  • Review / Approval – Department Budgets (i.e. General Fund)
  • Trial Budget & Preliminary Capital Improvement Program
  • Proposed Budget & review
  • Adopted Budget / Authority to Expend Appropriations

Plus, John will share how Oracle PBCS can help you:

  • Reduce budgeting and planning cycles by weeks or months
  • Improve forecast accuracy by gaining visibility into plan/actuals/budget/forecast comparisons
  • Reduce the time spent on creating reports and budget books

Date: August 22, 2017
Time: 2pmET/1pmCT/11amPT
Location: Convenience of your office!

Register Today!


August 24, 2017
EPM Automate Tips and Tricks
Webinar- Previously presented at Collaborate and Kscope 17!

Interested in reducing the time spent in your data loading and export processes? The EPM Automate utility can help you do just that and much more within the context of Oracle Cloud! 

Join Noah Neal on his webinar as he presents his session held at both Collaborate and Kscope. Learn how this tool works and can be used for automating processes to save time in day-to-day business activities. These processes include data and metadata import and export, business rule launches, data movement across cubes, application backup and restore, and much more.

Noah will share how EPM Automate can be integrated with scripts to perform a number of different tasks outside of Planning. Attend the webinar and:

  • Learn details on scripting and syntax
  • Hear how to use Email notifications
  • Having logging & error issues? This webinar will show how to handle them!
  • Learn about implications for source and target systems and larger data streams
  • Hear how you can minimize maintenance and allow your business to save time and enhance processes

Date: August 24, 2017
Time: 2pmET/1pmCT/11amPT
Location: Convenience of your office!

Register Today!


September 6, 2017
NWOUG
Portland, OR

Join Deanna Sunde as she presents at the next Northwest Oracle User Group being held at the The Sheraton Portland Airport Hotel.  To register or for more information, visit NWOUG.

About Deanna's session:
Ready.  Set.  Cloud!  Migrating From On-Premise to PBCS
PBCS allows easy install, maintenance and upgrades without big infrastructure investments. See how a client migrated from on premise version 9.3 to Planning and Budgeting Cloud. The project started with a clean-up effort on objects such as forms and reports, then migrated from 9.3 to 11.1.2.3 on a lab environment and then to PBCS using LCM. The ODI interfaces were updated and Business Rules were migrated to Calc Manager. Metadata, over 250 forms and 140 reports were migrated. Not all successfully due to PBCS limitations. Hear about the work-arounds, tips and tricks and how the build and roll-out for this project was completed in 8 weeks.


September 26, 2017
Strategic Modeling in Enterprise Planning and Budgeting Cloud Service
Set Targets, Perform Impact Analysis, and Present Focused Financial Information with Strategic Modeling
Webinar

Would you like to move beyond tactical financial planning to long range target setting? Can you quickly perform what-if scenario modeling? Are you still doing financial modeling and impact analysis in spreadsheets?

Advanced financial models reveal the impacts of strategic decisions on an organization’s bottom line, balance sheet, cash flow, and shareholder value. However, these models cannot be easily developed or maintained in conventional enterprise planning solutions and spreadsheets.

Join us for our webinar featuring the Strategic Modeling product, embedded in Oracle® Enterprise Planning and Budgeting Cloud Service™ (EPBCS), a feature rich financial forecasting and modeling solution that provides a complete integrated and closed loop solution to set targets, perform impact analysis, and present focused financial information.

Move from spreadsheets and inefficient modeling of your business performance to modeling with integrity and transparency to minimize risk and create efficiencies that address ever-changing market conditions.

Scott Costello, our speaker, will provide a demonstration of the Strategic Modeling product, including how to:

  • Perform on-the-fly “what-if” impact analysis based on dynamic decision variables
  • Arrive at targets that can then be used within other enterprise performance management processes
  • Model cash flow implications of debt
  • Analyze trail feature to visualize model logic
  • Create freestyle professional quality reports

Scott will also show how the Strategic Modeling product integrates strategic planning, treasury and financial modeling activities and how it can be easily deployed and implemented with minimal IT support.

Date: September 26, 2017
Time: 2pmET/1pmCT/11amPT
Location: Convenience of your office!


October 1-5, 2017
Oracle OpenWorld
San Francisco, CA

Join us for our conference session Oracle EPM Cloud for Sales and Marketing presented by Scott CostelloDirector of Cloud EPM, and  Deanna SundeConsulting Delivery Director. 

This session explores how organizations initially turned to the Oracle Cloud to streamline and standardize their financial budgeting, forecasting, and reporting processes and then realized the power of the technology and its advanced analytics ability, and developed solutions for sales and marketing departments. The cases explored include a major manufacturer developing sales forecasts (including unit and price forecasts) down to the customer and product level detail, a consumer products company tracking marketing program and campaign spend, and a retailer completing restaurant location planning.


October 17, 2017
Data Integration Options for Planning and Budgeting Cloud Service
ODTUG Webinar featuring Deanna Sunde

Explore the data integration and automation options available for EPBCS/PBCS. Use cases and pros and cons for the methods will be discussed, as well as the file format requirements, options, and code examples. Use cases include ad hoc and automated/scheduled data loads, moving data from/to BSO and ASO cubes, importing/exporting text accounts and smart list values, migration, and disaster recovery. Included will be data management, EPM Automate and FDMEE, as well as business rule data exports, export/import data, export/import metadata, Data Sync, and Smart Push. 
Attendees will understand how the EPBCS/PBCS tools replace the functionality of on premise bat and maxl scripts. Example EPM Automate scripts will be reviewed. Tips and tricks will be provided as to when to use which tool and how to automate these tools with EPM Automate. 

To register, go to http://www.odtug.com/online-education


October 31, 2017
Mastering MDX for Analytics and Reporting
ODTUG Webinar featuring Jennifer Hanks

MDX is often used in ASO cube member formulas, but did you know you can also use MDX to write reports and Smart View queries? Did you know that these reports and queries can be written against both BSO and ASO cubes?
MDX can seem daunting, but with a basic understanding of syntax and functions, MDX is not that difficult. Join us for our webinar and learn what you need to get started writing MDX reports and queries that can supplement your reporting and add a new tool to your reporting tool set.  
Presented by Jennifer Hanks at Kscope 17 and awarded best presentation of the BI & Reporting Track, Jennifer will share: 
 
 

  • Best practices for building formulas, including examples to visualize the appropriate approach 
  • A comparison of MDX to BSO formulas and the conversion of BSO to ASO, specifically instances where very distinct differences can occur, and how to make the process run smoothly 
  • How to use MDX editor to write queries and reports against both BSO and ASO cubes

The goal of this webinar is to help attendees brainstorm new formulas their leadership might find useful, particularly when reviewing how other companies have built and leverage MDX on a daily basis for trend analysis, salary projections, turnover analysis, forecasting, and budgeting purposes using KPIs, and more. 

To register, go to http://www.odtug.com/online-education




View our previous Webinar Series events on YouTube

  • Oracle FCCS
  • Oracle ODI 12c
  • Oracle FDMEE
  • All About EPMA
  • Oracle Smart View
  • On premise Migration to the Cloud
  • Oracle HPCM
  • How to Leverage Account Reconciliation Manager (ARM)
  • How to Leverage MDX
 

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