Posts Tagged ‘Planning’

Planning For Marketo Planning for Marketo sounds like an obvious thing to do. However, getting your ducks in a row when setting out to stand up a new Adobe Marketo Engage instance can be daunting. With Marketo being such a powerful platform that can be configured in countless ways for all types of marketing strategies, […]

Financial analysts are often looking for a daily tracker of their organization’s sales. Daily sales tracking requires bench-marking against budgets and forecasts. However, it is often the case that plans are defined at a higher level compared to actuals. In addition, while actuals are available from ERP, plans are maintained in a separate application for […]

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 […]

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 […]

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. […]

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 […]

Perficient Digital’s Jim Hertzfeld, Chief Strategist over Digital, lent his expertise to the Society of Digital Agencies (SoDA) for the recently released 2018 SoDA Report, which provides a global digital outlook for 2019. In this edition of the report, centered around “Design for Change,” Jim shared insights on combining planning with Design Thinking to remain […]

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 […]

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 […]

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. […]

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. […]

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 […]