Industry
Transportation
Region: United States of America
Summary
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
Results
- 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
Benefits
- 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
- FDMEE/ODI
- Essbase
- Microsoft BI and Office Products
- Adobe
- OCI
- Batch Scripts
- Cronjobs
- EDW
- PeopleSoft
- Oracle Exadata
- EPM