Planning Articles - Perficient Blogs
Blog

Posts Tagged ‘Planning’

  • Topics
  • Industries
  • Partners

Explore

Topics

Industries

Partners

Supplement Oracle EPM with Oracle Analytics and Autonomous Data Warehouse in 10 Weeks

Are you looking to supplement your Oracle EPM applications with enhanced analytics capabilities? At Perficient, we have successfully implemented analytics solutions that complement both on-premises Hyperion applications as well as Oracle EPM Cloud business processes: Planning and Budget Cloud Service, Financial Consolidation & Close Service, and Essbase Cloud. Our methodology requires minimal data movement leveraging […]

Read more

See How Adding Oracle Analytics Can Elevate Your EPM Experience

The Oracle EPM suite provides best-in-class business process applications when it comes to activities such as financial planning, consolidation and period-end close. Organizations are often looking for ways to easily incorporate financial information, out of EPM applications, into consolidated reporting with other systems (such as ERP, Sales, HR, and others). Also, there is great value […]

Read more

Top 3 Enhancements for EPM Automate

The May 2019 update for Oracle’s EPM Automate utility includes some key features to be aware of… Support for Mac OS — The utility can now be installed on Mas OS computers. Execute multiple instances from the same directory — The utility now supports executing multiple instances against a cloud environment from the same directory. […]

Read more

Resolving Essbase Error 1005000 in PBCS Business Rules

Using substitution variables to store folder directories and then referencing the variables in calc scripts/business rules has long been a best practice in the world of on-prem applications. For example, using a variable to store the path to a shared folder for a dataexport command. DATAEXPORT “File” “|” “&ExportServer/Sample.TXT” “#mi”; But cloud applications do not […]

Read more

Cancer Center’s Forecast Model Uses Hyperion Planning with ASO [Webinar]

Recently the University of Texas MD Anderson Cancer Center (MDACC) transformed a traditional annual operating budget process into a more forward-looking, driver-based rolling forecast process. This innovative transition was accomplished through the implementation of a unique forecast model that uses Hyperion Planning with ASO integration. To learn more about this new and innovative model, tune […]

Read more

Setting up Daily Replication Script for PBCS applications

One of the things that organizations tend to want or need during and after an implementation are application refreshes. In this blog post, I have two environments, PROD (Source) and TEST (Target), which I have developed a script to facilitate end users to refresh TEST environment. This script should be run where EPMAUTOMATE was installed […]

Read more

SEC Investment Company Reporting Modernization Support

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

Read more

SEC Investment Company Reporting Modernization Program Challenges

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

Read more

SEC Investment Company Reporting Modernization Foundational Work

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

Read more

SEC Investment Company Reporting Modernization Deadlines

In our new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. While you can check out the full guide here, the snippet below shares some of deadlines that the new rules present. Form N-PORT If you are a larger entity with net […]

Read more

Investment Company Reporting Modernization Goals & Expectations

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below shares the rules’ objectives and expectations. The SEC wants to improve: The quality of information that funds report to the Commission The Commission’s risk monitoring and oversight, examination, […]

Read more

[Guide] SEC Investment Company Reporting Modernization

In an effort to increase transparency, the Securities and Exchange Commission (SEC) has adopted new rules and amendments, called Investment Company Reporting Modernization Rules, which require registered investment companies to modernize their reporting and disclosures. While many investment managers have started their journey towards compliance, others have struggled. The new requirements can be daunting for […]

Read more

Migrating Essbase Cubes to Oracle Analytics Cloud

With the shift to the cloud, on-premises Essbase applications may be migrated to Oracle Analytics Cloud (OAC) using a simple method provided by Oracle. Essbase Life Cycle Management process is cost effective and easy to use utility for EPM Professional or Technical lead to migrate the applications to the cloud without the need of recreating […]

Read more

How to Recycle PBCS Backups on AWS S3 Bucket After 61 Days

In this blog post, I will cover the necessary steps to create the S3 bucket storage that will transition to standard – IA (Infrequent Access) for 30 days to finally move to Glacier where the files will be archived for 61 days. Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to […]

Read more

Archive PBCS Snapshots to Amazon S3 Cloud Storage

Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to archive snapshot files extracted from Oracle Planning and Budgeting Cloud Service (PBCS). In the following paragraphs, I will use the AWS Command Line interface (CLI) to upload to the Amazon S3 bucket to archive backup files pulled down from a PBCS instance. […]

Read more

How to Backup Planning Application Cloud Service (PBCS)

Oracle Backup Policy “Oracle Planning and Budgeting Cloud creates the snapshot by backing up artifacts of all service components and Essbase data present in your service instance during the maintenance window. Because Oracle stores only the snapshots created in the most recent maintenance window, the artifacts and data available for restoration depend on their state […]

Read more

EPBCS: How to Create and Configure Workforce Planning

With the recent launch of Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS), Oracle adds yet another cloud-based application purposed to centralize and simplify your Planning application development and needs. EPBCS is uniquely positioned as being an out-of-the-box solution for your Financials, Workforce, Capital Expenditures, and Projects budgeting and forecasting requirements. Upon creating an Enterprise […]

Read more

The Importance Of Transformation Initiatives In Banking And Insurance

Conversations with our clients have shed light on what’s taking place in their organizations and how they’re approaching their need to become more profitable. It’s evident that, for many, transformation initiatives are in development or already in place. These initiatives are not short-term plans, but rather ones that span many months or even years. Without […]

Read more

Empower EPM Planning with Oracle Cloud Analytics #C17LV

There are several analytical capabilities that Oracle Enterprise Performance Management (EPM) products, whether Hyperion on-premises or Cloud EPM, have to offer. Financial reports and ad-hoc analysis in Excel are all great. However, in general EPM reporting capabilities remain restricted to whatever data you have in EPM. Are you looking to do one or more of […]

Read more

The DOL’s New Conflict Of Interest Rule, In A Nutshell

In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best interest. It’s a complicated rule that addresses the conflict of interest that financial advisors frequently encounter, such as receiving commission or […]

Read more

Subscribe to the Weekly Blog Digest:

Sign Up