4 Week EPM Planning IMPLEMENTATION PROCESS

Application

Single Planning Application
1 HybridBSO Database for Finance
1 Test Environment
1 Production Environment

Dimension

Account – P&L Hierarchy
Entity – Cost Centers, Entities, or Location
Period – Month, Quarter, or Year level
Scenario – Actual, Budget
Version – Working, Final, What-if, Draft
Year – Total 5 years to start
3 Custom Dimensions – Company, Product, LOB

Forms

5 Custom Data Forms
(Data Input or Simple View of Data)

Business Rules

1-2 Simple Business Rules

Reports

5 Custom Financials Reports

1 Custom Dashboard (Mainlyfocused on KPIs)

Data

1 Full Year of P&L Data Load

1 Full Year of P&L Data Validation

Training

One Day Hands-on Training
Admin & User Guide
Smart View Guide
Financial Reporting Guide
Planning Guide

Security

5-7 Groups

10-15 Users

Currency

USD Reporting

EPM Planning
Implementations/ADD-ONS

6 Week Implementation:

4 Week Implementation Plus the Following:

1 Additional Dashboard, Report & Form
1 Complex Business Rule
1-2 Local Currency to Reporting Currency

8 Week Implementation:

6 Week Implementation Plus the Following:

Forecast Scenario
1 Additional Report & Form
1 Additional Complex Business Rule
3-4 Local Currency to Reporting Currency

10 Week Implementation:

8 Week Implementation Plus the Following:

What-if & Draft (Version Dimension)
Multiple Iterations of Forecast and Budget Scenario
2 –3 Additional Reports & Forms
1 Additional Complex Business Rules
5-6 Local Currency to Reporting Currency
Additional Year of Historical P&L data Load

ADD-ONS PER WEEK:

Additional 1-3 Security Groups
2 Reports, Forms or Dashboards
1-2 Low to Medium Complexity Business Rule(s)
1 Alternate Hierarchy