Enterprise Delivery Notice: Q3 Pod Engagements & Technical Assessments Open
Oracle EPM

Planning, consolidation, and close on Oracle EPM Cloud

Finance-facing consultants for budgeting, forecasting, consolidation, and reconciliation — focused on shortening the close and cutting the spreadsheet layer around it.

FCCSEPBCSPBCSARCSEDMCSGroovySmart View
Technology Depth

EPM module coverage

Comprehensive ecosystem coverage backed by vetted senior principals and certified specialists.

Consolidation & Close

FCCSIntercompany EliminationsCurrency TranslationOwnership ManagementJournals & AdjustmentsClose ManagerSupplemental DataStatutory Reporting

Planning & Budgeting

EPBCSPBCSFinancials ModuleWorkforce PlanningCapital PlanningProjects PlanningRolling ForecastsDriver-based ModelsScenario Modeling

Reconciliation & Data

ARCSEDMCSData Management / FDMEEData IntegrationMetadata GovernanceTax ReportingNarrative ReportingProfitability (PCMCS)

Technical

Groovy Business RulesCalculation ManagerEssbase ConceptsSmart ViewEPM AutomateREST APIsSecurity & AccessMigration & LCM
Enterprise Delivery

Typical EPM engagements

  • Implementation — application design, dimension build, rules, and forms
  • Close acceleration — cutting manual steps out of the consolidation cycle
  • Planning redesign — driver-based models replacing spreadsheet forecasts
  • Integration — source data loads from ERP, payroll, and sub-ledgers
  • Reporting — management packs, statutory outputs, and Smart View templates
  • Support — month-end assistance and rule maintenance

Where EPM projects usually go wrong

Most struggling EPM applications were designed around the old spreadsheet process instead of a clean planning model, which makes every cycle harder than it needs to be.

  • Dimension and hierarchy design that survives reorganizations
  • Rules written to be readable and maintainable by your team
  • Data integration that reconciles to the ledger every time
  • Documented handover so finance is not dependent on a vendor
Common Questions

Frequently Asked Questions

Transparent insights into our delivery, pricing models, security compliance, and onboarding timelines.

Can you support an existing EPM application rather than rebuild it?

Yes. Most engagements start as support or remediation on an application already in production, and only move to redesign where the model itself is the problem.

Do you work with finance teams directly?

Yes. EPM work is finance-facing by nature, and our consultants are expected to work in the language of the close calendar rather than only in technical terms.