Enterprise Performance Management (EPM)

Our EPM team is dedicated to working with organizations that seek to improve their ability to prepare, visualize, connect and understand their financial results. Leveraging Oracle Cloud EPM applications, we support organizations in developing the link between business strategy, financial results, and key operational measures. Once implemented, these purpose-deployed applications support the organization in standardizing financial close, budgeting, forecasting, and analytical modelling processes across the enterprise while still offering the agility needed to look at your business in new ways as it evolves. Well-designed EPM systems are fundamental in organizing vast amounts of data from a multitude of sources in an interactive manner. Drop the stress of whether the model “balances,” focus your team on comprehending the results.

When was the last time your team got through a budget cycle?

When was the last time your team got through a budget cycle, aka the “Fall Fury,” with enough steam remaining to understand and interpret the results and visualize the underlying trends it presented? Wouldn’t it be beneficial to complete a financial close with enough time remaining to create a meaningful updated financial outlook before the next close window? How would you redeploy your team if your data stakeholders were self-sufficient accessing their own financial reporting, analytics, and visualizations? Simply crossing the finish line with your financial data processes shouldn’t be a stretch.

Today’s accounting and finance teams are responsible for managing diverse resources across geographies and functions. As organizations become home to more and more data, it can be challenging to achieve a comprehensive, reliable view of the company’s current and projected financial results while also being accessible to those who need it in a standardized and intuitive way.


The latest Cloud EPM solutions help to address companies growing financial data needs by:

  • Automating connectivity to financial and operational enterprise source systems to leverage the data assets they provide. Dollars and cents results are the outcome of operational measures, those data sets should be joined at the hip
  • Providing both structure and model agility. Financial plans change, that's the point. The latest EPM tools allow organizations to rely on centralized controls we've come to expect of an enterprise class solution, while still enabling users and data consumers the agility needed to plan and view data how they need
  • Cut non-value add tasks. Avoid non-value add points of financial close and planning processes such as hands-on data collection, concerns over version control, model "roll forwards," and calculation integrity checks like the dreaded circular reference error. Repurpose your time to value-add tasks like 'what if' scenario analysis, deriving new data relationships between financial results and operational KPIs, and enabling self-service reporting and dashboard visualizations
  • Improving process standardization. Enhance the quality of financial data processes by eliminating inconsistencies across groups
  • Developing end-user self-sufficiency for reporting and analytics to increase technology adoption
We can work together in enabling the purpose-designed EPM application suite to handle the boring stuff reliably and consistently. Have your team focus on arming your stakeholders with the financial and operational analysis they seek.
Our EPM team supports a wide range of Enterprise Performance Management processes including:
  • Enterprise budgeting, forecasting, and long-range strategic financial modelling
  • Financial consolidation and close
  • Financial account reconciliation
  • Financial and management reporting
  • Profitability analytics
We talk a lot about technology, but our team is not solely focused on the technical results. Our project teams offer the required blend of both technical certifications and professional financial designations to work with you to implement or improve various financial processes such as:
  • Condensing the financial close and reporting cycle
  • Decentralized cost modeling
  • Linking operational budgets to in-house M&A, treasury and tax models
  • Driver-based planning
  • Rolling forecasts

Connectivity & Visualization

Enterprise-wise insights and strategy through data driven results.

Process Standardization

Improve process quality by eliminating inconsistencies and non-value add tasks.

Redeploy Resource Time

Focus on results and analysis instead of system maintenance.

All businesses are different, as are the financial processes which support them.

All of our implementations leverage an approach which has been tailored to suit the organizations with whom we partner. With that said, there are several marquis elements of our project methodology which we know lead to successful implementation and adoption of the EPM toolkit:

Global Design

This occurs up front, with a line of sight to comprehensive requirements from all stakeholder groups and a current and future outlook to the enterprise system landscape at the organization. This stage is aimed at identifying fundamental hierarchies and functionality, ensuring your EPM toolset will scale with the organization whilst minimizing maintenance. If you know cloud solutions, you’ve likely heard of ‘configuration’, not ‘customization’. This is true, but we believe there’s a right way and a wrong way (unfortunately) in doing so, let’s design the right way upfront.

Show and Tell

Our methodology always aims at getting the configured solution in front of the users in a relatable way as early and as often as possible. We want you to be a big part of the configuration process. By the time the project has entered the testing stage, users are familiar with the interface and functionality, and are vested in the adoption as they’ve had a say in the features and user experience they and their peers benefit from.

Knowledge Transfer and Documentation

Knowledge transfer and documentation is prevalent through all phases of our implementation approach. Focused training and training materials ensure that your team understands the capabilities of the solution and how to operate them.

If you wish to discuss the capabilities and benefits of a new or upgraded EPM system, please don’t hesitate to contact our experienced team. We will love to meet with your team to discuss how we can help.

Let’s save your organization time and money while helping you work more efficiently