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Hyperion Public Sector Planning and Budgeting Implementation at
UC Berkeley
Mehmet Sevinç
University of California, Berkeley
2
Introductions
Mehmet Sevinç
Team Lead, Cal Answers (OBIEE)
University of California, Berkeley
Overview
Review the PSPB Module Implementation at UC
Berkeley (go-live Feb 2013)
Review enhancements built during the subsequent 18
months
3
Agenda
About Us
PSPB Implementation at UC Berkeley
Demo – PSPB at UC Berkeley
Enhancements
Demo – Enhancements
Q & A
4
University of California, Berkeley
5
UC Berkeley & Oracle
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Existing ERP Footprint
PeopleSoft Financials
(GL, AP, AR) 9.0
PeopleSoft HRMS, Version
9.0 (HR, Position
Management)
Custom Data Warehouse using
Hyperion Intelligence 8.3
and OBIEE/Answers
Back-end Platform
Windows
Oracle Hyperion Hyperion Planning
Public Sector
Planning
Full-Use Essbase
V. 11.1.2.2
Hyperion Financial Reporting
Studio
Hyperion SmartView (Planning
and Ad Hoc)
Team Lead, CalPlanning and BAIRs Reporting
System Administrator CalPlanning
Sr. Reporting Analyst
BAIRS/CalPlanning
Product Manager CalPlanning
Reporting and Data Quality Analyst
BAIRS/CalPlanning
Business Analyst CalPlanning
We used minimal consulting support this year.
M2 Dynamics was our implementation partners in prior years.
UC Berkeley CalPlanning Team
Phase 1
• Reporting (ASO)
• Aug 2011, 100 users
Phase 2
• Summary Budgeting (BSO)
• Mar 2012, 150 users
Phase 3
• Empl/Pos Budgeting (PSPB)
• Feb 2013, 350 users
Now
• Assess and Stabilize
• Increase adoption, 500+ users
Post-
Implementation:
Assess the use and
effectiveness of
tools
Stabilize systems
Improve the user
experience and
business process
Increased # of
users to 500+
Project Phases PSPB Now
BFS/BAIRS CALPLANNING HR
BFS
CalRptg
Dat
a En
try
Rep
ort
ing
HCPRptg
HCM (Human Capital Management)
Position Management
Actuals & Encumbrances
Actuals
Operating Budget & Forecast
Summarized Actuals
Summarized Compensation Data
Detailed Position & Compensation
Data
BAIRS
CalPlan
HCP (Human Capital Planning)
PPS (Payroll Personnel
System)
Actuals
Detailed Position & Employee Data
HOURLY*
MONTHLY
SNAPSHOT HOURLY* Snapshot on 10/24/13 of active data on or after 7/1/13. (No additional loads during current Budget Cycle.)
HOURLY*
* Hourly schedule & frequency is determined based time of budget process. Can vary from 4 times a day to hourly.
What is CalPlanning?
MONTHLY
Four Applications
CalPlan Review and enter plan for Revenue, Transfers, and Non-Comp Expenses and view summarized Compensation Expense plans from HCP.
HCP Review and enter planned Compensation Expense for Employee and Position.
CalRptg Review budget data from CalPlan and detailed Actuals from BFS.
HCPRptg Review Compensation Expense budget data from HCP by Employee and Position and actual data from PPS by Employee.
Human Capital Planning (HCP)
The HCP plan type is created when a PSPB application is initialized. UCB plans by both Employee and Position
Plan for future changes to employee and position data imported from the HR system, Human Capital Management (HCM)
Plan for new positions or to-be-hired employees
Manage distributions at the employee and position level to allow for dynamic reporting on planned expenses and vacancies
Plan for additional compensation expense by Dept. ID
System calculated expenses including Fringe, Vacation, GAEL, and Fee Remission
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Public Sector: Out-of-the box
10 Dimensions (for Employee & Position Option)
41 Smart Lists
2 Task lists and 22 tasks
73 Data entry forms
Validation rules
50 Menus
63 Business rules
12
UCB Dimensions and Smart Lists
Dimension ~ Number
Account 200
Period 18
Year 6
Scenario 4
Version 15
Entity (Dept. ID) 8500
Element 20
Budget Item 160
Employee 14,400
Position 17,900
Smart Lists ~ Number
Fund 300
Project (Chart1) 220
Entity (Dept. ID) 4200
Job Class 1780
Union Code 55
Salary Account 20
HCP Review
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Enhancements
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HCP Data Refresh in Nov 2013
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Archive Applications
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Mass Extend Appointments
By Request – New custom functionality
in HCP to extend more than one appointment at a time!
New Functionality!
Use the Mass Extend Appointment End Date business rule to: • Create a list of employees • Extend the appointment end dates of all
employees on the list
Reduced Clicks
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Data Push Times: 3x faster!
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Employee/Position Reporting
• Empl/Pos reports were created in ASO with limited detail
• HCP forms are used to review Employees, Positions, and
Distributions on one page.
Forms can be exported to Excel
HCP Enhancements Demo
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Thank You!
Mehmet Sevinç
Team Lead, Cal Answers
E-mail: [email protected]
CalPlanning Project Website
http://budget.berkeley.edu/projects/
calplanning
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