1. F ACE YOUR B UDGETING F EARS ! WEBINAR: June 23, 2016

2. Today’s Speakers Matt Gualtieri BI/EPM Practice Director  Finance leader with over 20 years experience from staff accountant to CFO.  Subject matter expert on consolidation. Has led the successful delivery of several large-scale financial transformations from assessment cycle to design and delivery.  Solutions Specialized: Hyperion Financial Management, Hyperion Planning, Hyperion Essbase, Hyperion Reporting Studio, Smart View, JDE, Oracle, IBM Cognos, SAP Shreeram Sharma Senior EPM Architect  Oracle Certified implementation specialist with 10 years experience in technical configuration and delivery of Oracle Hyperion Products.  Expertise in design, analysis, development and implementation of applications in Client/Server OLAP.  Solutions Specialized: Oracle Planning & DRM, Hyperion Essbase, and Technical Infrastructure requirements. Shreyas Krishna Sr. EPM Systems Analyst  Oracle Certified implementation specialist with 6 years experience in technical configuration and delivery of Oracle Hyperion Products.  Expertise in requirement gathering, functional design, financial analysis, Business Rules and Calculation Scripts.  Solutions Specialized: Oracle PBCS Implementation, Hyperion Essbase, FDMEE and Technical Infrastructure requirements.

3. Today’s Agenda About Saturn Infotech Intro to Indirect Budgeting Setting up the Application Calculations New Hire Budgeting Customer Case Study Demo Q & A Session

4. Diverse Client-base Fortune 500 organizations  Finance & Banking  Retail  Consumer Goods & Industrials  Technology  Pharma & Life Sciences  Public Sector and others Recognition Who are we? We are qualified thought leaders, advisors and partners focused on the delivery of customized solutions for financial reporting, planning, budgeting, forecasting and analytics Oracle Platinum Partners specialized in:  Business Intelligence (BI)  Enterprise Performance Management (EPM )  Big Data  Cloud Computing About Saturn Infotech

5. Services & Solutions

6. Locatio ns Philadelphia - Headquarters 1120 Welsh Road, Suite 110 North Wales, PA 19454 USA Atlanta – Branch Office 1401 Peachtree St NE, Suite# 500 Atlanta, GA 30309 Boston – Branch Office 400 Trade Center, Suite 5900, Woburn, MA 01801 Dallas – Branch Office 800 E Campbell Rd, Suite 252 Richardson,TX 75081 Chicago – Branch Office 8745 W. Higgins Rd, Suite#110 Chicago, IL- 60631 Miami – Branch Office 6625 Miami Lakes Dr. East Miami, FL 33014 250+ Subject Experts globally, with Coverage in almost Every US State! Saturn E-Solutions Pvt Ltd Aundh - Hinjewadi Link Road Pune 411057, India Saturn Infotech Inc. 141 Cecil Street Singapore Saturn Infotech Arabia FZ LLC. Dubai Internet City Dubai, UAE

7. Our Clients

8. Cloud in an Enterprise Ecosystem Source: http://www.gartner.com/it/page.jsp?id=1971515http://www.gartner.com/it/page.jsp?id=1971515

9. High-level Planning Cycle Process High-Level Profit and Loss Targets Established by Major Business Segment and/or Region Functional Income Statement by Quarter High-level Targets Communicated to Field Business Process Owners Other Key Stakeholde rs High-level targets converted to Planning Drivers Revenue & Expense drivers produce planning vales Derived planning assumptions -Rate x Quantity% of Total, etc.) Planning levels established Entity, Currency, Account, Cost Center etc..

10. High-level Planning Considerations Financial and Non-Financial (Rates, %, Previous Trends) Planning Drivers Centralized Legal Entity > Segment > Product Line > Product Account Detail > Cost Center > Functional Areas User Interface and Input Sources (Excel, Flat File, System Feed, Forms) Planning Dimensio ns Work Flow and approval based on business role Financial Transparen cy Audit ID’s Change Manageme nt and Process Support Actual Variance Analyses Provides decision support Reportin g

11. Introduction to Indirect Budgeting Oracle Enterprise Planning Cloud provides more comprehensive reporting options for indirect costs and simplifies company-wide hiring and budgeting. Indirect employees are employees who do not directly contribute to the revenue of the company. Indirect employee costs are indirect fixed costs. (Employees in HR, Legal, IT, Finance Departments etc.) When formulating budget for such expenses, management must analyze the magnitude and impact on the company, and based on this magnitude, only then can they allocate and set a budget. The preparation of reports for indirect costs can be a tedious and confusing process. Without an accurate budget that correctly predicts costs and profits, meeting fiscal obligations becomes a challenge.

12. Initial Setup for the Application (Oracle PBCS) Data Prerequisites Employee seed data needs to be stored in the application by organization Load Information HR information such as grade, Labor Category, Status, Timecard Group need to be loaded into the system Salaries as a Starting Point Salaries of indirect employees within a budget can be used as a starting point for Department’s Indirect budget Revie w These initial numbers can be viewed on Webforms for managers to review

13. New Hire Budgeting Users can budget for new hires under generic grade, labor category, timecard group, status etc. Saturn Infotech can customize a Webform in Oracle PBCS with SmartView lists to capture this information The impact of these new additions/changes can be viewed in another form for total budgets/headcount

14. Additional Calculations Global calculations such as cost of living increase/merit increase can be used to calculate budgeted salaries. Administrators and Super Users can run business rules to run various calculations to budget for fringe costs of the employee: 401K, FICA, SUTA, FUTA, Holidays, Tuition Reimbursement, Medical, Dental Insurance etc.

15. Case Study: Global Surveillance Company Client: Global Surveillance Developers Headquarters: Farmingdale, NY Revenue: $500 million About the Client: The client is an advanced- technology leader focused on developing surveillance, communications, analysis and integration technologies for a wide range of aerospace, defense and commercial customers worldwide. Before Scenario: Pain Points: BI and planning processes were heavily project centric; all reporting, planning, and budgeting revolved around projects Oracle E business suite (EBS) on premise Existing planning portfolio : o Cognos: Capex planning, indirect budgeting, project planning, and reporting package (approx. 90% of planning) o On Premise Hyperion: Hyperion 11.1.1.3 and a Windows server that was 5 versions behind (approx. 10% of planning) Out of Box Oracle products could not provide the type of project- centered analysis they needed Planning processes required heavy IT Involvement Users could not run reports on their own without the help of IT. This reliance on IT turned easy tasks into costly interruptions. They struggled with reporting issues with BI applications, as on premise BI apps were too rigid and did not fit their reporting requirements

16. Case Study: Global Surveillance Company Solution: Saturn devised an architectural solution for how Cognos and the on premise Hyperion system could be replaced and calibrated into a single Cloud-based solution, PBCS (Planning and Budgeting Cloud Service) Saturn showed the client the value that PBCS has and how the application can be owned by the business directly and accessed by many users Saturn laid out the project plan in phases to decide what the most important steps were and arranged resources based on client needs Benefits and Result: IT reliance was reduced and finance users are in full control of their data Budget cycle reduced from 2 months to 2 weeks Faster reports retrieval times (50% reduction in response time of reports) Faster data retrieval and data refreshes Improved resource productivity More dynamic, user-friendly system and reporting platform Executives are able to access reports right on their mobile devices

17. What is Oracle PBCS?

18. Que es PBCS? El Servicio de Planificación y Presupuesto en la Nube de Oracle (PBCS) es el primer EPM basado en la nube de Oracle EPM aplicación disponible en un modelo de implementación de software como servicio (SaaS). Proporciona planificación y presupuestos flexibles que están listos para la nube. PBCS is based on Oracle Hyperion Planning that supports enterprise-wide planning, budgeting, and forecasting in a cloud- based deployment model. PBCS provides a rich Web and Microsoft Office enabled planning and modeling framework that supports driver-based planning to connect operational assumptions and financial outcomes.

19. PBCS Features 2 environments (pre-prod & prod) are provided The limit of 1 planning model managed by software Each additional planning model requires a new subscription of the cloud service Resource Limit: 150 GB of total disk space for the Essbase cubes and file system PBCS does not include Planning modules (Capital Asset Planning, Workforce Planning, Project Financial Planning) Discount bands and migration credits are applicable as appropriate

20. Benefits of PBCS No.TopicBenefits 1 Cost BenefitsSubscription based No CAPEX infrastructure investments and no infrastructure barriers Minimum IT resources; owned by Line of Business 2 Time to valueNo Installation Quick Implementation 3 Infrastructure MaintenanceInstallations, Upgrades and Patching done by Oracle 4 Reporting CapabilitiesDynamic Web Forms Microsoft Office Add in for ad-hoc analysis Financial Reporting Studio Integration 5 Data LoadingInbuilt Data and Metadata import export utility Inbuilt FDMEE (ETL Tool) 6 SimplicityVirtually no learning curve Evolve from disconnected planning tools and spreadsheets Driving planning beyond finance across the enterprise Simplify technology choices with flexible deployment options Mix and move between deployment models as business needs change A web interface provides easy access to the Oracle Cloud, which is good for a distributed workforce

21. PBCS Architecture

22. Time for a Demo!

23. Time for Questions

24. Thanks for Watching! Contac t: Sales@saturninfotech.c om Sales@saturninfotech.c om (267) 337-6779 x 120 Webinar Slides: www.slideshare.net/Saturninfote ch Presenters: Shreeram Sharma Shreeram@saturninfotech.co m Matt Gualtieri MGualtieri@saturninfotech.co m Shreyas Krishna SKrishna@saturninfotech.c om SKrishna@saturninfotech.c om