Budgeting and Forecasting Solution

Led pursuit and delivered analysis and design of a budgeting and forecasting solution for a large financial services company.  The solution included the redesign of all major business dimensions and the adoption of Oracle DRM to manage them.

Business Results

  • Standardization of all master data across the company
  • Financial data mart as one source for all budgeting and forecasting need
  • Distribute planning process
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Global Client Incentives Platform Due Diligence

The client, a major credit card company, wanted to conduct a due diligence project to assess whether Oracle Hyperion Planning could be used as the back-end application to manage the  Global Client Incentives Platform (GCIP).  My team created an Hyperion Planning prototype to mock several use cases requested by the client.

Business Results

  • Create Hyperion Planning application prototype
  • Conduct interim prototype “dry runs” with key users in order to preview the prototype functionalities and drive out any key gaps in the package.
  • Present prototype to project sponsor for “Go/No-Go” decision.
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