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Case Studies

Large Electric Cooperative Streamlines Management Reporting Processes

Industry

Utilities

Project Value

N/A

Manufacturing Locations

N/A

Employees

1,500+

Engagement Scope

Streamline Management Reporting, Enhance Budgeting Functionality and Lower TCO

Technology

Oracle Planning Budgeting Cloud Service (PBCS)

Engagement Overview

The client sought a partner to enhance the current reporting solution, adding metadata automation and 100% of the required data. Ultimately, the client needed a self-service environment for the finance team where monthly management reports were accessible and provided the ability to further investigate summarized data by having access to detail. To address the new requirements and current gaps, PARC designed and implemented metadata automation from JDE to PBCS, included additional data source loads to provide full financial data, and configured drill-through capabilities for detail analysis.

PARC configured budget and forecasting capabilities in PBCS, building the client a robust model to support their yearly budget and monthly forecasting process including Capex and Workforce Planning functionality. This additional scope required detailed requirements, design sessions with business teams, and execution of build and test phases.

Engagement Overview

The client sought a partner to enhance the current reporting solution, adding metadata automation and 100% of the required data. Ultimately, the client needed a self-service environment for the finance team where monthly management reports were accessible and provided the ability to further investigate summarized data by having access to detail. To address the new requirements and current gaps, PARC designed and implemented metadata automation from JDE to PBCS, included additional data source loads to provide full financial data, and configured drill-through capabilities for detail analysis.

PARC configured budget and forecasting capabilities in PBCS, building the client a robust model to support their yearly budget and monthly forecasting process including Capex and Workforce Planning functionality. This additional scope required detailed requirements, design sessions with business teams, and execution of build and test phases.

Project Highlights
Proper master data integration/automation improves data quality and provides consistent master data between JDE and PBCS
Central location for maintaining budget/forecast process and reduced spreadsheet sprawl
Smart View add-in to Excel for easy use
Common tool providing standard and consistent allocations methods
Finance team user-friendly environment, improved ease-of-use and reduced dependency on IT
Accessibility and transparency to underlying detail data
Inclusion of complete data set reduced multi-environment dependency, sunsetting legacy system
Reduced manual intervention
Project Highlights
Proper master data integration/automation improves data quality and provides consistent master data between JDE and PBCS
Central location for maintaining budget/forecast process and reduced spreadsheet sprawl
Smart View add-in to Excel for easy use
Common tool providing standard and consistent allocations methods
Finance team user-friendly environment, improved ease-of-use and reduced dependency on IT
Accessibility and transparency to underlying detail data
Inclusion of complete data set reduced multi-environment dependency, sunsetting legacy system
Reduced manual intervention
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REACH OUT TO US

EPM Solutions
Developed by EPM Experts

We are committed to excellence, with customer satisfaction as our top priority. It is our promise to evolve, invest, and improve, enabling you to thrive amidst rapid change.

Contact Us
Contact Us

Request a Call

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
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