About Deanna Sunde

Deanna Sunde is an Oracle ACE and the Delivery Director for the West at Key Performance Ideas. Previously, she held management positions in accounting, finance and IT at NBC Universal and Princess Cruises. Deanna’s experience encompasses over 17 years with Hyperion and four years with Oracle Financials with industry focus in Oil and Gas, Energy, Insurance and Financial Services, Health Services and Entertainment. She holds an MBA in Finance, a BS in Economics and is a former Certified Public Accountant. Deanna is also a certified implementation specialist for Hyperion Planning and Essbase and is a leader in the Hyperion community and a frequent speaker at user group conferences and webcasts such as ODTUG Kscope, Collaborate, OAUG Connection Point and Oracle Open World.

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Deanna Sunde

Deanna Sunde is an Oracle ACE and the Delivery Director for the West at Key Performance Ideas. Previously, she held management positions in accounting, finance and IT at NBC Universal and Princess Cruises. Deanna’s experience encompasses over 17 years with Hyperion and four years with Oracle Financials with industry focus in Oil and Gas, Energy, Insurance and Financial Services, Health Services and Entertainment. She holds an MBA in Finance, a BS in Economics and is a former Certified Public Accountant. Deanna is also a certified implementation specialist for Hyperion Planning and Essbase and is a leader in the Hyperion community and a frequent speaker at user group conferences and webcasts such as ODTUG Kscope, Collaborate, OAUG Connection Point and Oracle Open World.

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Oracle EPM Cloud Artifact Snapshots

The Artifact Snapshot process in EPM Cloud uses what is called on the Cloud “Application Manager”. This is essentially the same as LCM (Lifecycle Management) for on premise Planning implementations. Artifact Snapshots can be used to: Create full or partial backups Perform full or partial restores (For example, restore just one business rule) Migrate from …

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Oracle EPM Cloud Metadata Imports, Exports and Jobs

Metadata and Data Integration for Oracle EPM Cloud, Part 1 Today starts a series of blogs I am writing on metadata and data integration options for Oracle EPM Cloud implementations. The blogs will cover everything from Data Management, to Smart Push, to data exports using Business Rules. Also included will be descriptions of use cases …

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Webinar: Data Integration Options for EPM Cloud, Part 2 of 2, December 14, 2017, 2pm ET, 1pm CT, 11am PT

Explore the metadata and data integration and automation options available for EPBCS/PBCS/FCCS. The second part of this two part series will cover loading data with Data Management, moving data between databases using Smart Push, Data Synchronization and xref/xwrite including related use cases. Also discussed will be migrations between Test and Prod, backups and disaster recovery. …

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ODTUG Webinar – Data Integration Options for EPM Cloud – Part 2 – October 24, 2017

 
 
ODTUG
 
Webinar – Tuesday October 24, 2017 – 3pm ET, 2pm CT, 12pm PT

Webinar: Data Integration Options for EPM Cloud, Part 1 of 2, November 14, 2017, 2pm ET, 1pm CT, 11am PT

Explore the metadata and data integration and automation options available for EPBCS/PBCS/FCCS. The first part of this two part series will cover importing and exporting metadata and related use cases (including migrating from on premise), importing and exporting data with jobs (both in Essbase and Planning formats) including exporting text accounts and smart list values. …

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ODTUG Webinar – Data Integration Options for EPM Cloud – Part 1 – October 17, 2017

 
 
ODTUG
 
Webinar – Tuesday October 17, 2017 – 3pm ET, 2pm CT, 12pm PT

NWOUG Portland Oregon – September 6, 2017

 
NWOUG
In Portland, OR, I will be presenting “Ready. Set. Cloud! Migrating From On Premise to PBCS” and “Data Integration Options for Planning and Budgeting Cloud Service”.

OOW17

At Oracle Open World 2017, I will be presenting “Oracle EPM Cloud for Sales and Marketing” on Wednesday October 4th at 2:00 pm.

SROAUG (Southwest Regional OAUG) July 28, 2017

SROAUG

On Friday, July 28, 2017 in Irvine, I will be presenting “Data Integration Options for EPBCS/PBCS/FCCS” and “Ready. Set. Cloud! Migrating From On-Premise to PBCS”

Running for OAUG EPM/Hyperion SIG Board of Directors

I am running for the OAUG EPM/Hyperion SIG Board of Directors and would really appreciate your vote.
OAUG EPM Hyperion SIG

OAUG EPM/Hyperion SIG Webinar – Data Integration Options for PBCS – July 27, 2017

 
 
OAUG EPM Hyperion SIG
 
Webinar – Thursday July 27, 2017 – 1pm ET, 12pm CT, 10am PT

Colorado OAUG June 15, 2017

 
COAUG
 
In Denver CO, I will be presenting “Ready. Set. Cloud! Migrating From On Premise to PBCS”.

@RETURN function – Help Users Do It Right the First Time

In Hyperion Planning and Essbase on premise (beginning with version 11.1.2.1), PBCS and EPBCS a Business Rule or calc script can be used to help direct your uses to correct mistakes or remind them to complete other tasks by using the @RETURN function.

NWOUG Seattle May 24, 2017

 
NWOUG
In Seattle WA, I will be presenting “Ready. Set. Cloud! Migrating From On Premise to PBCS”.

I’m now an Oracle ACE!

I am very proud that I have been promoted from Oracle ACE Associate to Oracle ACE! My promotion was announced at the Oracle ACE dinner at Collaborate Monday night. See my ACE Directory listing here: The press release is below and can be found here Deanna Sunde of Key Performance Ideas Promoted to Oracle ACE …

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Collaborate17

During Collaborate 17 (April 2-6, 2017 in Las Vegas at the Mandalay Bay Resort & Casino), I will be presenting on EPMA. Hope to see you there! Click the button for the title and abstract.

Implementing Hyperion Planning Driver-Based Rolling Forecasting – February 14, 2017

 
 
ODTUG
 
Webinar – Tuesday February 14, 2017 – 3pm ET, 2pm CT, 12 pm PT

Ready. Set. Cloud! Migrating from On-Premise to Oracle PBCS – February 2, 2017

 
 
ODTUG
 
Webinar – Thursday February 2, 2017 – 3pm ET, 2pm CT, 12 pm PT

All About EPMA – From Setup to Tips and Tricks – January 12, 2017

 
 
ODTUG
 
Webinar – Thursday January 12, 2017 – 3pm ET, 2pm CT, 12 pm PT

Planning Approvals: Out-of-the-Box and Other Custom Built Methods – December 20, 2016

 
 
ODTUG
 
Webinar – Tuesday December 20, 2016 – 3pm ET, 2pm CT, 12 pm PT

Rolling Forecasting – November 15, 2016

 
Driver Based Rolling Forecasts, Simplified. Join me for this webinar as I share how companies are implementing a rolling forecast through the use of drivers to streamline the effort.

OAUG Connection Point – Hyperion Online 2016

 
 
OAUG
 
On Wednesday, November 2, 2016 as part of the OAUG Connection Point – Hyperion Online webinar series, I will be presenting “All About EPMA – From Setup to Tips and Tricks”.

Planning Approvals: Out-of-the-Box and Other Custom Built Methods – July 26, 2016

July 26, 2016 – 2pm ET, 1pm CT, 11am PT   Eon’t miss my webinar “Planning Approvals: Out-of-the-Box and Other Custom Built Methods”   Watch Deanna Sunde, Oracle ACE Associate, as she demonstrates the Hyperion Planning Approval Process. Deanna shares its functionality and compares and contrasts it to the previous Workflow functionality. The steps to …

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NWOUG October 10, 2016

 
NWOUG
In Portland, OR, I will be presenting “Ready. Set. Cloud! Oracle Hyperion Planning on the Cloud”.

Featured in Oracle Magazine

I am very proud to be featured in Oracle Magazine! Oracle Magazine’s July/August edition features Deanna Sunde, Delivery Director for Key Performance Ideas, in the Community section. The article, authored by Blair Campbell, “Speedy Delivery” showcases Deanna as she is interviewed answering the following questions: Which new features in Oracle applications are you currently finding …

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SROAUG (Southwest Regional OAUG) July 22 2016

SROAUG

On Friday, July 22, 2016 in Irvine, I will be presenting “Hyperion Planning Approvals – Out-of-the-Box and Other Custom-Built Methods” and “Oracle Hyperion Planning and Essbase Automation – Work Smarter not Harder.”

All About EPMA – From Setup to Tips and Tricks – June 21, 2016

June 21, 2016 – 2pm ET, 1pm CT, 11am PT   Featured at Collaborate 16, don’t miss my webinar All About EPMA – From Setup to Tips and Tricks”   Deanna Sunde, an Oracle ACE Associate, recently presented this session at Collaborate 16 in Las Vegas.  Join her for this virtual event.   The classic …

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Oracle Collaboate16 Interview Video

Oracle interviewed me at the recent Collaborate16 conference about my migrating from on premise to PBCS session. Check out the video here!   In this video, Deanna Sunde, from Key Performances Ideas, discusses how they helped their customer make the switch from on-premises Oracle Hyperion Planning to Oracle Planning and Budgeting Cloud Service (PBCS). This …

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Ready. Set. Cloud! Migrating From On-Premise to PBCS May 24, 2016

May 24, 2016 – 2pm ET, 1pm CT, 11am PT   Featured at Collaborate 16, don’t miss my webinar “Warp Speed Ahead: Migration From 9.3 to PBCS”   I will share how the project started with a clean-up effort so objects, such as forms and reports, could be rationalized and only the appropriate objects migrated …

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I’m now the Delivery Director for the West Coast at Key Performance Ideas

I am very pleased to announce that I am now at Key Performance Ideas in the role of Delivery Director, West Coast.     Here is the press release.   DEANNA SUNDE JOINS KEY PERFORMANCE IDEAS AS DELIVERY DIRECTOR FOR WESTERN U.S. New leadership to spearhead continued growth and customer satisfaction in the implementation of …

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GLOC May 2016

On May 18, 2016 at the Great Lakes Oracle Conference, I will be presenting on EPMA and on migrating to PBCS.

Warp Speed Ahead: Migrating from Planning 9.3 On-Premise to PBCS

See how a client migrated from on-premise version 9.3 to Planning and Budgeting Cloud Service for an application with 3 plan types. The project started with a clean-up effort so objects such as forms and reports were rationalized and only the appropriate objects were migrated and tested on PBCS. We then migrated from 9.3 to …

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Warp Speed Ahead: Migration From 9.3 to PBCS Mar 2016

March 11, 2016   See how a client migrated from on-premise version 9.3 to Planning and Budgeting Cloud Service for an application with three plan types. The project started with a clean-up effort of objects such as forms and reports were rationalized and only the appropriate objects were migrated and tested on PBCS. We then migrated from 9.3 …

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Collaborate16

During Collaborate 16 (April 10-14, 2016 in Las Vegas at the Mandalay Bay Resort & Casino), I will be presenting two topics – EPMA and migrating to PBCS. Hope to see you there! Click the button for the titles and abstracts.

Cloud Curious? Moving From On-Premise to Hyperion Planning on the Cloud and Cloud Narrative Reporting

· Oracle’s Planning and Budgeting Cloud Service (PBCS) is Oracle’s fastest-growing product launched to date, with well over 400 clients · The cloud deployment model provides world-class planning capabilities for organizations of all sizes, enabling organizations to quickly deploy world-class planning applications · PBCS allows easy install, maintenance and upgrades without big infrastructure investments · …

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Tips and Tricks: Migrating from Hyperion Planning Business Rules to Calc Manager

Migrating from Business Rules to Calc Manager is not trivial if you have a lot of business rules, your business rules are valid for more than one location or they include CDFs or macros. Find out the differences between Business Rules and Calc Manager, the prerequisites to migrating HBR objects and the workarounds to lost …

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All About EPMA: From Setup to Tips and Tricks

Reasons for using EPMA vs Classic mode will be discussed along with the pros and cons and design considerations. EPMA will be demonstrated including the shared library, local library along with how to share dimensions across HFM, Planning, Essbase BSO and Essbase ASO applications, what extra setup is needed to support them and how to …

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Cloud Curious? Hyperion Planning on the Cloud and Cloud Narrative Reporting

February 18, 2016   This webinar presentation will be sponsored and hosted by Oracle. Oracle’s Planning and Budgeting Cloud Service (PBCS) is Oracle’s fastest-growing product launched to date, with well over 400 clients. The cloud deployment model provides world-class planning capabilities for organizations of all sizes, enabling quick deployment of world-class planning applications. PBCS allows easy install, maintenance …

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Planning Resolutions

Resolutions in general are tough to articulate and sometimes tougher to commit to. I read an article about the best philosophies around writing and keeping resolutions. The advice basically said 1) keep it simple 2) set a short time frame versus giving yourself all 12 months to accomplish the goal and 3) incorporate others. So, …

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I’m now an Oracle ACE Associate!

I am very proud that Oracle has named me as an Oracle ACE Associate! See my ACE Directory listing here: Here is the press release. Deanna Sunde Achieves Oracle ACE Distinction CheckPoint Consulting, an Oracle Platinum Partner and premier EPM consulting firm, today announced that Oracle has awarded Deanna Sunde, Practice Leader for Planning, Forecasting …

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