Hyperion PSB
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This document summarizes a case study of AST Corporation implementing Oracle Hyperion Public Sector Planning and Budgeting (PSPB) for the Port of Los Angeles (POLA). The existing POLA budget process had several bottlenecks including a lack of integration between systems and manual processes. AST implemented PSPB to automate the budgeting process, integrate systems, and allow for centralized budget planning and approvals. The new process leverages pre-defined PSPB functionality for position and expense budgeting, line item budgeting, reporting, and workflow approvals. A demo of the PSPB system was provided and lessons learned focused on change management.
Hyperion PSB
- 1. Hyperion Public Sector Planning and Budgeting A Successful Case Study Abhinav Raina AST Corporation February 22, 2013 Specialized. Recognized. Preferred. The right partner makes all the difference.
- 2. Agenda Corporate Overviews Project Overview • Process Bottlenecks • Desired Process Improvements PSPB Overview Solution Overview and Demo Lessons Learned Q&A 2
- 3. Corporate Overviews AST Corporate Overview o In Business for Over 17 Years o Focused Exclusively on Oracle technology o 80% of Work with Public Sector Customers o Oracle Platinum Partner o 100% On-Time, On-Budget Track Record o Oracle’s “Go To” Transportation Partner o Oracle Public Sector Partner of the Year o No Failed or Terminated Projects - Ever! 3
- 4. Corporate Overviews AST Customer Profile o Municipal Government o State & Federal Government o Public Transportation o Airport/Seaport o Utilities/Energy o Commercial o Education 4
- 5. Corporate Overviews The Port of Los Angeles (POLA) POLA is the busiest container port in the United States and 8th busiest in the world. It is the busiest cruise center on the west coast, and the 4th busiest in the United States. POLA encompasses over 7,500 acres with over 43 miles of waterfront. Serving over 90 shipping and cruise lines, the 26 cargo terminals and World Cruise Center support over 3,000 vessel arrivals carrying nearly 170 million metric revenue tons of cargo, and 1.2 million passengers every year. 5
- 6. Project Overview Process Bottlenecks • No automated integration between GL and Budget data • GL Accounts and Orgs are not synchronized • GL require time-consuming reconciliation • Position transfers across divisions are inconsistent and time consuming • Figuring out Position allocation across divisions and programs is manual and cumbersome process. • Calculating and transferring salary and benefit numbers to Line item is very time-consuming 6
- 7. Project Overview Process Bottlenecks • Integration of contracts information for calculation of future commitments is not available • No central repository to capture supporting details and appropriation details • Limited reporting facilities • Budget book generation is extremely time consuming 7
- 8. Project Overview Existing POLA Budget Process 8
- 9. Project Overview Desired Process Improvements • Like to incorporate target based budgeting and share with divisions. • Automate budget submittal and approval process • Automatic freezing of budget worksheet once budget is submitted. • We would like to have divisions enter all requested information into one system • Mass update all position/employee salary or benefit information in one go across all divisions. 9
- 10. Hyperion PSPB Overview Oracle Hyperion Public Sector Budgeting and Planning is a flexible Web and Microsoft Office based planning application for the public sector. • Reduce cost by Leveraging Packaged Public Sector Budgeting Functionality • Optimize Workforce Plans by Leveraging a Flexible Position / Employee Budget Model • Minimize use of Email, Phone Calls and Offline Spreadsheets by Fully Leveraging the Workflow and Approval Features • Get Up and Running Fast by Leveraging Packaged ERP Integrations • Create Production Quality Reports and Budget Books 10
- 11. Hyperion PSPB Overview Complete Solution delivered with pre-defined content Task, Data Entry Forms, Calculations, Reports 11
- 12. Budget Administrator Budget Analyst Department Sr Mgmt Board Solution Overview New POLA Budget Process 12
- 13. Solution Overview Human Capital Planning (HCP) • Position and Employee budgeting configuration • Integration with the legacy HR & Payroll system for personnel resources information • Allocation of human capital expenses to the line item budget • Mass update features 13
- 14. Solution Overview Line Item • • • • • • • • • GL integration through ERPi and ODI Create Baseline and Budget Trend Enter Targets Check Division Budget against Target Enter custom supporting details and appropriation sheets. Enter budget for long-term contract agreements Enter Operating/Non-Operating Expense and Revenue Budget Report and Budget book Budget Approval process 14
- 15. Solution Overview Demo Oracle® Hyperion Public Sector Planning and Budgeting 11.1.2.1 15
- 16. Lessons Learned Involve right people right from the beginning Define your scope and if possible phase it Educate key members right from the beginning Define a clear training and change management plan 16