Deborah Jelley

Recent Posts

Should you use OpEx or CapEx for your EPM App Investment?

Posted by Deborah Jelley

Mar 15, 2018 9:22:00 AM

The recent passage of the 2017 Tax overhaul bill has brought this question back to the forefront for companies looking to invest in EPM solutions. We recommend that using Managed Application Hosting (MAH) in the cloud, which is funded, via operating expenses (OpEx) through a monthly subscription, is the right direction. Trying to develop and maintain an on premises EPM application, like Oracle’s Hyperion Planning and HFM, despite having faster write-down Capital Expense (CapEx) options available would cost more in

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Topics: Cloud Hosting, Cloud EPM, Managed Services, Finance Best Practices

2018 Resolutions for FP&A Organizations Seeking Continuous Improvement

Posted by Deborah Jelley

Jan 3, 2018 2:33:32 PM

It's not too late to make those 2018 Resolutions and we've got a few for FP&A organizations. 2018 will bring key challenges to many FP&A organizations, not the least of which will be to ensure compliance with the recently enacted US tax code revisions and to understand how these changes will impact your company’s core business.  But there are other challenges that present opportunities your organization could take advantage of.  Some of these challenges include further investment in your FP&A organization to guarantee success in the year ahead.  Here are some upcoming trends in FP&A for 2018 as they relate to planning activities and partnering with your sales, operations and executive organizations.

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Topics: Consolidation and Close, Budgeting and Forecasting

What is Managed Application Hosting?

Posted by Deborah Jelley

Oct 25, 2017 9:48:39 AM

What is Managed Application Hosting (MAH) and why would you want to consider using MAH for your Oracle Hyperion products?

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Topics: Cloud Hosting, Oracle PBCS, Oracle FCCS, Managed Services, Managed Application Services (MAH)

The 11.1.2.4 HFM Features Organizations Love

Posted by Deborah Jelley

Aug 18, 2017 1:29:00 PM

 

Bullet Train Your Financial Close Process - HFM Features 11.1.2.4

Oracle has worked hard on improving HFM features, specifically consolidation times and performance.  We’ve posted tips on how to reduce your financial close process time, by altering or adjusting your business process flows. But this is a physical manifestation of improvements to the actual consolidation cycle.

HFM Features You're Sure to Love

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Topics: Consolidation and Close, Financial Reporting, Hyperion Financial Management (HFM), Oracle Products

Oracle FCCS: Where did my Income Statement hierarchy go?

Posted by Deborah Jelley

Jun 14, 2017 11:29:37 AM

 

Who wants “Best Practice Consolidation Out of the Box”? You do (along with a large bowl of sea salt caramel ice cream; but I digress). Am I right? Wouldn’t it be just peachy to have best practice for the consolidation cycle preconfigured for you? Yes, yes it would. It’s a good thing. Don’t get all snarky about “Best practice is just another hackneyed marketing term.” Give this post a serious eyeball before you swipe left, or click away; then if you must go out for ice cream, I won’t stop you.   

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Topics: Consolidation and Close, Financial Reporting, Hyperion Financial Management (HFM), Oracle FCCS, Oracle Products

The close cycle cut down to size: 6 tips for trimming days off your consolidation process!

Posted by Deborah Jelley

Jun 6, 2017 11:37:15 AM

 

The close cycle has unique characteristics for every organization, but key to pruning the length of time spent on it is the practice of continuous improvement. Continuous improvement is defined as an ongoing effort to improve products, services, or processes.  These efforts can seek “incremental” improvement over time or “breakthrough” improvement all at once.  We recommend incremental improvement through a constant feedback loop that in turn drives efficiency, or the reduction and elimination of sub-optimal processes.  Most organizations don’t have the time to spend on breakthrough improvement, so chipping away at it is best.

We are going to lay out some strategies you can apply to overhauling your current process. As your company grows, you can implement a consolidation system like Oracle’s Hyperion Financial Management (HFM) to automate many repetitive steps.  We won’t go into detail as to why you want to speed up the monthly close cycle; suffice it to say, time is money. 

Read on for six tips on trimming days off your consolidation process. 

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Topics: Consolidation and Close, Financial Reporting, Hyperion Financial Management (HFM), Oracle Products

6 Tips for Making Hyperion Financial Management Consolidation a Breeze

Posted by Deborah Jelley

May 10, 2017 11:07:08 AM

Does it take forever to get through the monthly and quarterly close?  Do you have to twiddle with the reports each time to get them ready for review? Does it make you wish you had a different job? If you answered "yes" to any of these questions, you are not alone. We've talked with hundreds of finance organizations who consistently struggle with Hyperion Financial Management (HFM) and their month end close processes. We've also helped hundreds of finance organizations improve the functions of consolidation and close, budgeting and planning, and financial analytics.

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Topics: Consolidation and Close, Financial Reporting, Hyperion Financial Management (HFM)

More new features offered in Oracle Hyperion Planning version 11.1.2.4

Posted by Deborah Jelley

May 26, 2015 11:44:00 AM

Planning Administration? – A walk in the park

Oracle is always investing in their core products and their support of Hyperion Planning is no exception.  Oracle is a leader as well as a visionary in the EPM software space according to the 2014 release of Gartner’s Magic Quadrant. Their continued investment in Hyperion Planning over the years has enhanced the product from humble beginnings as desktop software in the 90’s to web-enabled and interoperability with Excel in the 00’s and now to the cloud and mobile devices.

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Topics: Hyperion Planning

Interesting New Features – Hyperion Planning 11.1.2.3 and 11.1.2.4

Posted by Deborah Jelley

Apr 13, 2015 2:33:00 PM

Is it time to upgrade? Upgrading from one software version to the next can be a major task, especially if upgrades have piled up and there has been a major release. Actually, in many cases, an upgrade can become a complete re-implementation. But in the case of Hyperion Planning, just do it.

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Topics: Budgeting and Forecasting, Hyperion Planning, Implementation or Upgrade

Should You Drill back to Your Source Data from Hyperion Planning

Posted by Deborah Jelley

Mar 2, 2015 2:32:12 PM

You know you want to.

Where did that $5,000 come from last month? What, you ask yourself, are the details behind that number you see before you on the web template? It’s something you need to know. It gnaws at you. Your finger is poised over your mouse or track pad. Your analysis would be that much more comprehensive and accurate if you understood all the details. You exhale and double-click on the link. You’ve done it… In Hyperion Planning, you’re drilling back to the source system against that number and its Point of View.

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Topics: Budgeting and Forecasting, Financial Reporting, Hyperion Planning, Oracle PBCS