Planning & Budgeting
Higher Education Clients Modernize Financial Planning with Oracle PBCS
Higher EducationMulti-client
Higher Ed engagements
Integrated
Planning across all drivers
On time
Delivered on schedule
The Challenge
Colleges and universities face increasingly complex planning environments — managing workforce costs tied to HCM systems, modeling tuition revenue under enrollment uncertainty, and projecting financial aid across diverse student populations. Many institutions were managing these processes in disconnected spreadsheets with no integrated planning platform.
Our Approach
Hourglass EPM has implemented Oracle PBCS across multiple higher education clients, delivering integrated planning models tailored to the unique drivers of academic finance. Each engagement focused on connecting people, revenue, and aid planning into a single, governed environment.
Key Outcomes
- Workforce planning and HCM integration — headcount, compensation, and benefits modeled directly from HR source data
- Revenue modeling and planning — enrollment-driven tuition and fee projections with scenario analysis
- Financial aid modeling — aid packaging and net revenue planning across multiple student cohorts and aid programs
- Unified planning environment replaced fragmented spreadsheet processes across finance and academic departments