Examining the ongoing challenges of delivering high-quality, value-added ERP services in Higher Education.


Friday, March 11, 2011

Dude, Where's My Budget?

I have a busy few weeks ahead, traveling to Denver for the Higher Education User Group (HEUG) Alliance 2011 and to Orlando for the Oracle Applications User Group (OAUG) COLLABORATE '11. At both conferences, I will present a paper on Harvard's implementation of Hyperion Planning. The session, entitled "Dude, Where's My Budget? An Innovative Budget-Entry Solution in Hyperion Planning" (a groan-inducing title of which I'm very proud), was developed in collaboration with Ryan Sullivan, our crackshot Planning and Essbase Product Manager.

The session is targeted to a broad audience, balancing business context, solution design, and interactive demonstration, with a smattering of old-fashioned "geeking out."

Presentation summary: "Learn how Harvard University used Hyperion Planning features and outside-the-box thinking to build a robust data-entry solution for managing complex and confusing budgets. Harvard developed a network of interconnected data entry web forms to allow planners to drill-down from their high-level budget to the lowest level seven-segment chart of account budget. The end result is 50% report, 50% data form, and 100% geared toward improving the user experience and simplifying the process of entering budgets and forecasts."

My goal is to demonstrate the following themes:
  • Overview of Hyperion Planning implementation at Harvard University
  • The challenges (and potential solutions) for detailed budgeting and forecasting with a massive chart of accounts
  • Using under-the-radar native functionality to streamline navigation of data entry forms in Hyperion Planning
  • Effective techniques for managing continuous service improvement
Over the days leading up to the conference, I'll be posting details of the presentation and looking for questions or comments from potential attendees (please feel free to post here or contact via Twitter) that I can incorporate into the final presentation.

For those of you already registered for these conferences, time and location information provided below. I look forward to seeing you!

HEUG Alliance 2011 - Monday March 28, 12:45-1:45pm, Room 712
OAUG COLLABORATE '11 - Sunday April 10, 1:30-2:30pm, Room W304D

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