Planning & Budgeting Analytics Solution Enhances Financial Planning and Reporting
DiLytics helped a major municipal government enhance planning and budgeting processes by implementing a cloud-based analytics solution, delivering centralized reporting, improved visibility, and streamlined financial decision-making.
12
Planning and budgeting reports delivered through Oracle Cloud Analytics
2
Cloud platforms integrated for unified analytics and reporting
6
Core solution components implemented for automated analytics delivery
Executive Summary
A major municipal government implemented Oracle Planning and Budgeting Cloud Service (PBCS) to modernize its planning and budgeting processes. However, limited reporting capabilities within PBCS made it difficult for business users and planning teams to access the information needed for effective planning, budget development, and operational analysis.
DiLytics implemented a cloud-based analytics solution leveraging Oracle Cloud Analytics and Oracle PBCS. The solution automated data extraction and integration; established a centralized reporting layer; and delivered planning and budgeting dashboards and reports for business and finance users.
The solution improved visibility into planning and budgeting activities, streamlined reporting processes, reduced manual effort, and enabled more effective budget development and financial decision-making through timely access to trusted information.
A major municipal government needed better reporting and visibility from its Oracle Planning and Budgeting Cloud Service (PBCS) environment. DiLytics implemented a cloud-based analytics solution that automated data integration, centralized reporting, and delivered planning and budgeting dashboards. The solution improved financial visibility, streamlined reporting processes, and enabled more effective planning and budget management.
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Client Overview
The client is the largest city and county seat of Alameda County, California. It is a major West Coast port and a key economic and trade hub in the East Bay region of the San Francisco Bay Area. Ranked as the third-largest city in the Bay Area and the eighth-most populous city in California, Oakland plays a critical role in regional development, infrastructure, and public services.
- Industry: Public Sector / Government
- Location: California, United States
- Focus Areas: Planning, Budgeting, Financial Forecasting, and Public Financial Management
- Primary Role: Enabling Efficient Municipal Governance and Data-Driven Financial Planning Across City Departments
Limited Reporting Capabilities Restricted Financial Visibility
Although Oracle PBCS supported planning and budgeting processes, the organization lacked a robust analytics environment capable of delivering the reporting and visibility required by business users and planning teams. Limited access to timely information made financial analysis, budget development, and operational reporting more challenging while increasing reliance on manual processes.
Limited Planning Visibility
Limited Planning Visibility
Inefficient Budget Reporting
Inefficient Budget Reporting
Manual Data Preparation
Manual Data Preparation
Growing IT Maintenance Burden
Growing IT Maintenance Burden
Limited Reporting Capabilities Restricted Financial Visibility
Limited Planning Visibility
Limited Planning Visibility
Inefficient Budget Reporting
Inefficient Budget Reporting
Manual Data Preparation
Manual Data Preparation
Growing IT Maintenance Burden
Growing IT Maintenance Burden
Implemented a Cloud-Based Planning & Budgeting Analytics Platform
DiLytics partnered with the client to design and implement a cloud-based planning and budgeting analytics solution leveraging Oracle Business Intelligence Cloud Service (BICS) and Oracle PBCS. The solution automated data extraction and integration; established a centralized reporting layer; and delivered interactive reports and dashboards that provided enhanced visibility into planning and budgeting information.
- Conducted requirements analysis and solution design
- Designed the PBCS-to-BICS integration architecture
- Developed automated data extraction processes using Oracle PBCS REST APIs
- Implemented data integration and reporting frameworks
- Developed business models, reports, dashboards, and visualizations
- Conducted testing, deployment, and user enablement activities
The solution delivered analytics capabilities across two major business areas:
- Planning Analytics: Providing visibility into planning data, budget assumptions, forecasts, and departmental planning activities
- Budget Development & Financial Reporting Analytics: Providing visibility into budget development processes, operational reporting, financial analysis, and management reporting requirements
- Integrated Oracle Planning and Budgeting Cloud Service (PBCS) with Oracle Cloud Analytics
- Developed automated data extraction processes leveraging Oracle PBCS REST APIs
- Implemented ETL processes and a centralized reporting repository
- Created a business dictionary and semantic reporting layer in Oracle Cloud Analytics
- Delivered up to 12 reports and dashboards supporting planning and budgeting operations
- Established a cloud-based analytics architecture designed to reduce ongoing IT maintenance requirements
- Conducted requirements analysis and solution design
- Designed the PBCS-to-BICS integration architecture
- Developed automated data extraction processes using Oracle PBCS REST APIs
- Implemented data integration and reporting frameworks
- Developed business models, reports, dashboards, and visualizations
- Conducted testing, deployment, and user enablement activities
The solution delivered analytics capabilities across two major business areas:
- Planning Analytics: Providing visibility into planning data, budget assumptions, forecasts, and departmental planning activities
- Budget Development & Financial Reporting Analytics: Providing visibility into budget development processes, operational reporting, financial analysis, and management reporting requirements
- Integrated Oracle Planning and Budgeting Cloud Service (PBCS) with Oracle Cloud Analytics
- Developed automated data extraction processes leveraging Oracle PBCS REST APIs
- Implemented ETL processes and a centralized reporting repository
- Created a business dictionary and semantic reporting layer in Oracle Cloud Analytics
- Delivered up to 12 reports and dashboards supporting planning and budgeting operations
- Established a cloud-based analytics architecture designed to reduce ongoing IT maintenance requirements
Enabling More Effective Planning, Budgeting, and Financial Reporting
The cloud-based analytics solution provided business users and planning teams with timely access to trusted financial information, improving planning processes, reporting efficiency, and organizational visibility across budgeting operations.
Improved Planning Visibility
Enabled better access to planning data, forecasts, assumptions, and departmental budgeting activities
Enhanced Budget Development
Provided planning teams with comprehensive reporting and analysis capabilities to support budget creation and management
Reduced Manual Effort
Automated data extraction, integration, and reporting processes to improve efficiency and accuracy
Faster Financial Reporting
Delivered centralized dashboards and reports that accelerated operational and management reporting activities
Consistent User Experience
Provided a unified cloud-based reporting environment for business users and planning stakeholders
Lower IT Maintenance Requirements
Reduced administrative effort through a scalable cloud analytics architecture designed for long-term growth
Tech Stack Summary
DiLytics implemented a modern cloud analytics architecture that integrated planning and budgeting data into a centralized reporting environment, enabling automated reporting and scalable financial analytics.
Data Sources
Data Integration
Data Warehouse
Data Visualization
Data Sources
Data Integration
Data Warehouse
Data Visualization
12 Reports. 2 Cloud Platforms. One Unified Planning Analytics Solution.
Transform planning and budgeting data into actionable insights with scalable cloud analytics solutions.