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Virtual Customer Panel Discussion: Experiences with Capital Portfolio Planning Solution Implementations

Published July 14 2020

 Helene Krug, CPA, VP of Capital Management at  Thomas Jefferson University and Lori Morrison, CPA, Sr. Director of Financial Analysis and Budgeting at Moffitt Cancer Center  share their experiences deploying Oracle’s Enterprise Performance Management (EPM) Cloud in their organizations to streamline Capital Portfolio Planning.   

Hear about the challenges faced with their existing legacy capital planning processes, lessons learned from the implementations, and recent experiences planning their FY21 capital budget.  

Alithya’s Capital Portfolio Planning (CPP) is a full lifecycle process that enables departments to build their own investment roadmaps - including Board approval – and facilitates the execution & monitoring of capital projects.  

 

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