Planning, consolidation, and profitability. Managed by an Oracle ACE who works directly with your team.
If you already have Oracle Cloud EPM and need it to run better, this is for you. Managed services, performance reengineering, and Hyperion migration for Planning, FCC, and PCM. Delivered directly by an Oracle ACE. Senior-led from discovery through delivery.
Planning, budgeting & forecasting
Replace disconnected spreadsheets with a governed, driver-based planning model that finance teams actually use.
Oracle Planning (PBCS/EPBCS) is the cloud platform for financial and operational planning. Annual budgets, rolling forecasts, workforce and capital planning, scenario modelling. Powerful when it runs well, painful when it doesn't.
Most teams using Oracle Planning today are not underserved by the platform. They are underserved by the administration. Slow calculations, broken business rules, metadata drift, users emailing spreadsheets instead of opening Smart View. The system is there. The support to keep it running properly is often not.
Organizations moving from spreadsheet-based budgeting to Oracle Planning typically reduce their budget cycle from 4–6 months to 4–6 weeks. Driven by automated data collection, driver-based models, and elimination of version-control issues across disconnected workbooks.
What's included
Performance reengineering
Business rule analysis, Essbase outline review, form optimization. Most performance issues resolve without rebuilding the application.
Ongoing administration
Metadata changes, new forms, new rules, new users, monthly patch reviews. Same senior consultant month after month.
Monthly release reviews
Oracle ships EPM updates monthly. I test what matters against your environment and tell you what changed, what to use, and what to ignore.
Hyperion migration
Migration from on-premise Hyperion Planning to Oracle Cloud EPM. Mapping existing rules, metadata, and integrations to the cloud equivalents.
Model redesign
When the planning model has drifted away from the business, a targeted redesign restores dimensionality, driver logic, and data flow.
Admin training & handover
Hands-on training for your admin team. Documentation written for the people who maintain the system, not the people who sold it.
Typical timeline: 2 to 6 weeks for focused reengineering engagements. Managed services run month-to-month.
Financial consolidation & close
Close faster, consolidate accurately, and meet IFRS and GAAP requirements. Without the manual workarounds.
Oracle Financial Consolidation and Close (FCC/FCCS) automates the end-to-end consolidation and close process. Intercompany eliminations, currency translations, minority interests, and regulatory reporting across multiple entities and GAAPs.
If you already have FCC and close is still taking longer than it should, the issue is usually in the rules, the data flow, or the ownership structure. A targeted reengineering engagement typically cuts close cycle time significantly without rebuilding the application.
Organizations with FCC running inefficiently typically achieve a 40 to 50% reduction in close cycle time after a targeted reengineering pass. Most of the time lost is in manual journal entries, broken elimination logic, and data loads that could be automated but aren't.
What's included
Consolidation reengineering
Review of entity structure, ownership hierarchy, intercompany logic, and elimination rules. Fix what is slowing the close down.
Multi-GAAP configuration
Parallel IFRS and US GAAP reporting, including adjustments, reclassifications, and statutory vs management reporting. Configured or refined.
Source system integration
Data load from ERP, GL, and subsidiary systems using Data Management and EPM Automate. Scheduled, validated, auditable.
Close task automation
Close task lists, workflow, and sign-off processes. Replacing email chains and spreadsheet trackers.
HFM to FCC migration
Migration from on-premise Hyperion Financial Management to Oracle Cloud FCC. Mapping existing consolidation rules and custom calculations.
Reporting & supplemental data
Financial reports, flux analysis, and supplemental data collection. Built, refined, or rebuilt depending on current state.
Typical timeline: 3 to 8 weeks for focused FCC reengineering. Longer for HFM migrations depending on entity count and GAAP requirements.
Profitability & cost management
Understand which products, customers, and business units are actually profitable. And model what changes.
Oracle Profitability and Cost Management (PCM/PCMCS) solves one of finance's most persistent problems: transparent cost allocation. Most organizations can tell you what they spent. Very few can tell you accurately where those costs landed and which segments generated the profit.
If your PCM environment is already live but the allocations aren't trusted, or the rate tables haven't been updated in two years, that is typically a reengineering problem not a replatform problem. A focused pass on the allocation model, driver logic, and reporting brings the system back to usable.
In a telecom environment, PCM was used to allocate shared costs. Salaries, benefits, and technical equipment maintenance. To product lines and B2B/B2C customer segments based on subscriber counts. This gave the CFO a clear view of profitability by line of business and customer type for the first time.
What's included
Allocation model review
Audit of cost pool structure, driver selection, and allocation methodology. What is accurate, what is stale, what is broken.
Application tuning
PCM application adjustments. Dimensions, allocation rules, rate tables, and process flows reviewed and updated to reflect current business.
Source data integration
Loading cost and volume data from GL, HR, and operational systems into the PCM model on a repeatable, scheduled basis.
Profitability reporting
Dashboards, traceability maps, and ad hoc analysis built in Oracle Smart View and EPM Cloud reports.
Scenario modelling
What-if analysis for pricing changes, new product introductions, shared service restructuring, and cost reduction initiatives.
HPCM migration
Migration from on-premise Hyperion Profitability and Cost Management to Oracle Cloud PCM.
Typical timeline: 4 to 10 weeks for focused PCM reengineering. Longer for HPCM migrations depending on allocation model complexity.
How an engagement works
Four phases, consistent across every Oracle EPM project. Senior-led and transparent at every step.
Discovery conversation
A 45-minute call to understand your current state, what you're trying to achieve, and whether Oracle EPM is the right fit. No pitch, no obligation.
Scoping & proposal
A written scope covering the engagement approach, timeline, deliverables, and investment. Based on what came out of discovery.
Implementation
Design, build, testing, and go-live. Fred works directly with your finance and IT teams throughout every phase.
Knowledge transfer
Your team leaves with the skills to maintain and evolve the system. Training, documentation, and post-go-live support are part of every engagement.
Organizations we work with
Oracle EPM is used across a wide range of sectors. The engagement methodology adapts to the complexity of your planning model, close requirements, and cost structure. Not the industry template.
Oracle EPM consulting. Frequently asked
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