Case Studies

Hyperion Planning and Budgeting Solutions and Reporting



Region: United States of America


Team SFA provided the project management, delivery and post-production implementation support for Planning and Budgeting Solution for a leading transportation agency using Hyperion PSPB, OAS, EPRCS/NR and FR – Automates operating and capital multi-billion-dollars budget preparation, amendment/reprogram and forecast management with KPI driven reporting.

Objectives and Challenges

  • Objectives: Implement modern planning, budgeting and forecasting solution for operating and capital programs replacing legacy systems and spreadsheets
  • Challenges: Complex position budgeting and organization structures; Convoluted workflows and exceptions; Multiple reporting accounting and departmental hierarchy; Data Quality Issues across multiple dimensions; Complex capital project/program requirements; Multiple years support for position budgeting and reporting; Complicated forecasting requirements


  • Successful implementation of planning, budgeting and forecasting solutions for operating and capital multi-billion-dollars programs
  • Replaced decades old planning and budgeting solution with modern budgeting and forecasting solution
  • Real-time and scheduled integration with ERP, HCM and multiple data warehouse sources for centralized planning, budgeting and forecasting
  • Successful rollout of operating and statutory reporting with operating and capital KPI-driven data visualization and dashboards
  • Centralized well-managed training programs across enterprise


  • Modern planning and budgeting solution across enterprise and centralized relation and dimensional KPI-driven reporting
  • Reduced labor costs through digital automation in managing formulating budgets, amendment/reprogram and forecasting
  • Real-time integrations and data quality governance through modern technology and centralized data governance rules
  • Data visualization and operational dashboard reporting with drilldown capabilities to source-level transactional data
  • Multiple scenario-based budgeting and forecasting solution

Products and Technology

  • Hyperion PSPB
  • Oracle BI/OAS
  • Essbase
  • Microsoft BI and Office Products
  • Adobe
  • OCI
  • Batch Scripts
  • Cronjobs
  • EDW
  • PeopleSoft
  • Oracle Exadata
  • EPM