3 Questions to Answer to Ensure Your Hyperion Planning or PBCS Implementation Is Successful

A few years ago, I moved apartments and I called a friend over to help me build an IKEA end table for my bedroom. If you’ve ever built anything from IKEA, you probably know how this story is going to end.

An hour later we were making progress—as in still-rotating-the-directions-to-see-which-end-is-up-oh-crap-where-does-this-piece-go progress, and the excitement of the fun, Saturday project was slowly wearing thin. Somehow, we managed to get the end table built and even more surprising, we stayed friends.

That roller coaster of emotions between feeling excited about the project to the daunting feeling of pushing a boulder up a hill isn’t for end tables alone. As a consultant, I see that same spectrum with clients who are about to embark on a software implementation.

To ensure a smooth process, it’s imperative that employees proactively ask the right questions before they dive in. Here are 3 questions to answer to ensure you set the stage for a successful implementation, regardless if it’s on-prem or in the Cloud.  

1. What level do you need to plan by? 

For both Hyperion Planning and PBCS, the system needs to be set up so organizations can view the data at the level the organization needs. For example, if your organization plans by people and product, you would want to view any level of data by product and by person. By understanding how your organization plans, you can dictate how views should appear.

This step is crucial. Organizations need to understand their process and what end-view they need to see before implementation begins. If you aren’t getting to the end-view goal of viewing data level by people or product, you know you have some kinks you need to work out. Keep your goal in mind to ensure the mechanisms are set up to give you what you need.

2. What level of reporting does your organization need?

Companies need different levels of reporting, plan and simple. You can view data at both a detail level and at a rollup level. Because of this, employees need to ensure that the lowest level of detail is set up correctly so if the organization views it at a higher level, it generates accurately.

Think of this from the all different levels of the organizations. The C-Suite would need to view the rollup level; lower level employees will see all the details.

 3. How will this scale?

Simply put: will the system work for your needs now and will it work for your needs down the road? The reason families move is usually because their current house no longer fits their current needs; they need to scale up or scale down. In the same way, will your version of the current planning application grow with you as an organization or will you have to re-implement to something down the road. Make sure it’s scalable so there’s room to grow. The system is going to work for my organization today and two years from now when we are double the size.  


Remember: as daunting as a project seems, if you do your due diligence up front, you’ll be better off in the long run. The more questions you ask, the more successful your planning implementation will be.

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