Planning and budgeting solution enables scenario modeling and improves reporting at $30B wholesale distributor

Business Challenges

  • Data Accuracy – Error-prone financial planning process resulted from manual inputting of sales and volume data into Excel and Smart View
  • Labor Intensive Data Validation – Spent a large amount of time validating and reconciling data
  • Sub-Optimal On-Premise Solution – On-premise Hyperion reporting environment resulted in various pitfalls for a variety of reasons, but also housed important data that had to remain in the application


  • Streamlined Data Loading and Integrations in the Cloud – Leveraged Financial Data Quality Management Enterprise Edition (FDMEE) solution within Oracle’s Planning and Budgeting Cloud Service (PBCS) to bring actuals data from the on-premise reporting environment to the cloud
  • Centralized Data Repository – Single location for actuals and forecast data
  • Metadata Management – Built a metadata management mechanism within the system to ensure consistent dimensions and hierarchies between reporting and planning applications


  • Established Foundation in the Cloud – Integrated financial planning system using PBCS with existing on-premise Hyperion reporting environment
  • Enhanced Data Accuracy and Efficiency – Automated data validation process and standardized input forms
  • Shorter Budget and Forecast Cycles – Less effort spent on data management created more time for value-added analysis

Complimentary Discovery Briefing

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