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Oracle Planning: Driver-based Rolling Forecast at #Kscope18

Rolling forecasts in healthcare are challenging because Key Performance Indicators (KPIs) are unique to each organization and market conditions are ever changing. MD Anderson Cancer Center (MDACC) needed a standard forecasting process, while still offering choice-based budgeting and forecasting for the various divisions and institutes.Perficient implemented a driver based rolling forecast planning application that is standardized to calculate a base model while still allowing the planners to make adjustments to the calculated model.

Working with the client we identified key driver inputs which form the basis of the calculated base model. We identified global versus local adjustments for a few of the driver inputs and the calculated outputs.With MD Anderson’s long history of using Oracle Hyperion for enterprise performance management processes, integrating with various other original Hyperion applications and OBIEE dashboards was significant. The new rolling forecast model delivers several advantages:

  1. Flexible, driver based calculations.
  2. Allows for auditing adjustments made to the base calculated model.
  3. Several versions of the forecast can be saved.
  4. Integration with global reporting cubes – which MD Anderson has been using for a while now.

To hear more about the design and the project, come hear us at KSCOPE 18.

KSCOPE18 Session: Case Study: Implementing one of its kind driver based rolling forecast model at MD Anderson Cancer Center using Hyperion Planning with ASO integration

Presenter: Nandini Nehru, Perficient
Co-Presenter: Janet Kloves, University of Texas MD Anderson Cancer Center
When: June 11, 2018, Session 3, 2:30 PM – 3:30 PM

Can’t Attend?
If you are unable to attend, but would like to get a copy of any one of the session slides, please leave a comment, and we’ll ensure you get the slides after the show.

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Nandini Nehru

Nandini Nehru is a Sr. Solutions Architect at Perficient in the Oracle EPM group. She has worked for ten plus years on various projects performing analysis, design, development, configuration and testing of applications. She has implemented Oracle Hyperion planning, HFM and Essbase applications for various industries like Healthcare, Public sector, Manufacturing and Oil and gas. She is a certified Oracle Trainer for Oracle Hyperion Financial reports, Planning Create and manage and Administrator class. She is also Oracle Hyperion Planning 11 Certified Implementation Specialist and Oracle Enterprise Planning and Budgeting Cloud Service 2017 Certified Implementation Specialist. Nandini works closely with the financial planning team at her clients across different industry verticals and implements IT solutions to meet their financial planning and budgeting needs. Nandini holds an honors degree in Bachelor of Engineering in Information technology and an MBA in Finance from Rice University. She was also a recipient of the renowned Jones Scholarship at Rice University, Houston.

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