Oracle Hyperion Planning and Budgeting Questionnaire

Below are the Oracle Hyperion Planning and Budgeting Questionnaire for understanding the business environment for entity. 

Name of the Budgeting Entity
 

Budget Location/Head Quarters
 

Type of Industry
 

Number of Legal Entities and the current Organization Structure (Please attach legal structure)
 

Number of Business Segments/Cost Centers/Profit Centers
 

Location for Implementation
 

Budgeting Currency
 

Existing Budgeting Tool
 

Budgetory Methodologies (Driver based or Account based)
 

Budget Approach (Top Down or Bottom Up)
 

Type of Budget requirements (answer Yes / No)
a) Income & Expense
b) Operational
c) Balance Sheet
d) Capex by Line Item
e) Workforce at Employee level
 

Number of Scenarios requirement
 

What is the Financial Year?
 

Oracle Hyperion Planning and Budgeting Questionnaire

Number of Budgeting Calendars across the organization
 

 Number of Budget/Planning period (specify the number of Years)
 

Budgeting Frequency
 

Number of Currencies
 

What are Approval Process requirements? (e.g - Automated Process / Outside the system)
 

How often is forecast done and for how many periods?
 

Specify the type of Forecast (eg. Rolling forecast) and other requirements
 

Number of Users at various entities
 

What are types of User Access required?
 

Number of Budgeting Units in 'Poultry Integration'
 

Number of Budgeting Outlets in 'Business 1'
 

Number of Budgeting Outlets in 'Business 2'
 

Number of Budgeting Outlets in 'Business 3'
 

Number of units in 'Ancillary Operation'
 

What the requirements for Business 1, Business 2 & Business 3

 

Within Poultry Integration, are there any 'external sales'? If so, details
 

Are there any Production capacity constrains within the various divisions
 

Mapping Local Chart of Accounts to Group Chart of Accounts is a requirement?
Is Budget Information to be loaded to consolidation system? - What are the consolidation requirements?
 

Does the budget system need to address the legal compliances of Malaysia?
 

Does Company perform any of the following Cost/Quality or Improvement methodologies?
a) ABC
b) Six Sigma
c) Lean
d) Others