Tony Coffman

On January 11, 2018 Perficient’s Oracle Enterprise Performance Management business unit was recognized by Oracle as a Cloud Excellence Implementer (CEI) for Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). Perficient was recognized for its outstanding work delivering EPBCS solutions for new and legacy Oracle/Hyperion customers across North America. “We struggled with reporting and analysis […]

Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) is a significant differentiator for Oracle. Lacking the challenges inherent in on-premises software and building on best practices in the industry, EPBCS offers companies a head start on finance transformation like no other. One clear lesson from the field is that a good financial planning process is […]

In Part 1 of this blog post series on Enterprise Planning and Budgeting Cloud Service (EPBCS) deployment considerations, I covered key topics such as change management, education and training as well as upgrades and maintenance.  I’ll pick up where I left off and share my thoughts on support and migrations. Support In the event an […]

Implementing a new financial planning suite introduces unfamiliar technologies and tools, and often significant changes to the planning processes as well. A solid change program is needed to ensure all stakeholders are engaged and capable of a smooth transition. Change management starts with executive sponsorship, but other key components are user training, communication plans, governance […]

With regard to Enterprise Planning and Budgeting Cloud Service (EPBCS), topics such as master data, data management, security, and workflow are key areas of interest to administrators. Master Data EPBCS provides no less than four methods for administrators to add, modify, and delete master data (dimension members, attributes, hierarchies) in the applications. From a web […]

Oracle/Hyperion has long been the standard-bearer for ease-of-use with financial reporting and analytics. Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) carries on this legacy with three main presentation components: Reports Print-quality reports are designed using Financial Reporting (FR) Web Studio. It is a web-based design tool that looks much like the current Financial Reporting […]

The Project module of Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) is designed to support financial planning and forecasting for contract, capital, and indirect projects. The platform integrates project management systems and financial planning to support the complete project planning lifecycle. It has four components: Projects Summary Provides a full project view – both […]

Capital planning is an integral part of an organization’s annual planning and forecasting process and a key module in Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). Capital planning considers the capacity of existing resources to support operations and the capital assets needed for expansion. The process flow is as follows: Existing Assets Recognize and […]

Labor-related expenses are often the largest variable expense on the P&L, and consequently labor planning deserves its own detailed module on the Enterprise Planning and Budgeting Cloud Service (EPBCS) platform. Oracle’s Workforce module addresses four facets of the labor planning process: 1. Compensation Planning Configurable framework for compensation and benefits Plan by employee, by job […]

The Enterprise Planning and Budgeting Cloud Service (EPBCS) best practice planning framework begins with the Financials module. Recognizing that customers need flexibility when developing a bottoms-up plan/forecast, Oracle provides three methods for P&L planning: driver based, trend-based, or manual input. By selecting a few options for Balance Sheet and Cash Flow planning, customers can have […]

The choice for larger organizations needing detailed, specialized models and real-time integration, Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) extends the Planning and Budgeting Cloud Service (PBCS) platform. As the name suggests, it is a perfect fit for both corporate finance as well as operational planners. It enables operational planners to budget via several […]

Oracle has announced some exciting changes coming to the EPM Cloud in the July to August time frame. If you are headed to Kscope 17 in San Antonio, Texas, be sure to attend the Sunday Symposium to catch Oracle’s live demo of cross-pod integration. What Is Cross-Pod Integration? When I use the term “pod,” I […]