Oracle Planning and budgeting consulting. PBCS and EPBCS, run directly by an Oracle ACE Pro.
Annual budgets, rolling forecasts, workforce and capital planning, scenario modelling. I implement Oracle Planning, fix the systems that run slow, migrate Hyperion to the cloud, and keep it healthy month after month. Senior-led, the same person start to finish.
When Oracle Planning isn't pulling its weight
The platform is rarely the problem. The administration usually is.
Most teams on Oracle Planning are not underserved by the platform. They are underserved by the administration. Slow calculations, broken business rules, metadata drift, and users emailing spreadsheets instead of opening Smart View. The system is there. The support to keep it running properly often is not.
Whether you are starting fresh, replacing spreadsheets, or rescuing a system that has drifted, I work directly on the model, the rules, and the data flow until finance can rely on it again.
Organizations moving from spreadsheet-based budgeting to Oracle Planning typically cut their budget cycle from four to six months down to four to six weeks. The gains come from automated data collection, driver-based models, and the end of version-control problems across disconnected workbooks.
What Oracle Planning consulting covers
Implementation, performance work, migration, and ongoing administration across the full Planning stack.
From a first implementation to keeping a mature system healthy. The work is sized to where you are, and the same senior consultant stays with you throughout.
What's included
New implementation
End-to-end setup: dimension design, driver-based logic, forms, business rules, reports, and integrations, through to go-live.
Performance reengineering
Business rule analysis, Essbase outline review, and form optimization. Most performance issues resolve without rebuilding the application.
Ongoing administration
Metadata changes, new forms, new rules, new users, and monthly patch reviews. The 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 from the business, a targeted redesign restores dimensionality, driver logic, and data flow.
Groovy automation
Custom Groovy rules for calculations, validations, and data integration that standard configuration cannot reach.
Admin training and handover
Hands-on training for your admin team, with documentation written for the people who maintain the system.
Typical timeline: 10 to 16 weeks for a full implementation, 2 to 6 weeks for focused reengineering. Managed services run month to month.
From first conversation to a system your team owns
Discovery
We talk through your planning process, the current system if you have one, and what good looks like for finance.
Scope and plan
A clear scope with deliverables, timeline, and what your team needs to provide. Fixed where it can be.
Build or fix
Hands-on work on the model, rules, forms, and integrations, with you seeing progress as it happens.
Handover
Training, documentation, and a clean handover, so your team owns the system after I leave.
Other Oracle EPM work
Planning often sits next to consolidation and profitability. Here is where the related work lives:
Oracle Planning consulting. Frequently asked.
Straight answers to what buyers and finance teams ask most.