Engagement Models

How I work.
How pricing is set.

Transparent engagement models for implementations and managed services. Every engagement is scoped individually. Discovery and scoping are free until we agree on scope.

Free discovery and scoping

Every engagement starts with a 30 minute discovery conversation to understand your environment and goals. If there's a fit, I follow up with a scoped proposal that reflects the actual work. No surprises, no hidden pricing tiers.

All discovery and scoping calls are free. You don't pay for anything until we've agreed on scope and signed a statement of work. This includes the 30 minute discovery, any follow-up technical conversations, and the scoping work needed to write a proposal you can act on.

Senior-led delivery on every engagement, whether we're working directly or through your preferred consulting partner.

Implementations

For new Oracle EPM, NSPB, or Vena implementations. Investment size varies by scope. The tiers below give directional sizing for common engagement shapes.

Starter

Starter Implementation

Duration6 to 10 weeks
InvestmentLow five-figure

A focused first implementation that brings actuals together with one planning model. Designed to deliver real value quickly while establishing the foundation for future expansion.

Example scope Actuals integration + Income Statement planning
Focused

Focused Implementation

Duration12 to 20 weeks
InvestmentMid five-figure to low six-figure

A connected planning suite covering multiple linked models. Driver logic designed from first principles so the models feed each other correctly and actuals flow through cleanly.

Example scope Actuals + Income Statement + Balance Sheet + Cash Flow + Workforce
Multi-Module

Multi-Module Implementation

Duration16 to 26 weeks
InvestmentMid six-figure

Two or more Oracle EPM modules, or full-suite Vena implementations, with integrated consolidation. Suited to mid-market and enterprise organizations with multiple planning areas and a need for consolidation workflows.

Example scope Oracle Planning + FCC + PCM, or Vena with multi-entity consolidation
Enterprise

Enterprise Implementation

DurationSet at discovery
InvestmentCustom scope

Multi-country, multi-application, or full finance transformation scope. Investment reflects the scale and complexity of the environment. Engagements typically span several Oracle EPM modules, multiple ERP sources, and global consolidation.

Example scope Global Oracle EPM transformation across multiple regions and entities
How I scale delivery

Senior-led, with a vetted specialist network when scope calls for it

Starter and Focused engagements are delivered directly by me, end to end. For Multi-Module and Enterprise engagements, I coordinate with a vetted network of specialists in adjacent areas. OCI infrastructure, Oracle ERP integration, finance transformation. Every engagement stays senior-led by me. Bringing in the right expert is always better than stretching thin.

Module refers to a distinct application or planning area. For Oracle EPM, modules include Planning, FCC, PCM, ARCS, Tax Reporting, and Narrative Reporting. For NSPB, modules include Financials, Workforce, and Capital. For Vena, model areas include Financial Planning, Workforce, and CapEx.

Managed Services

For organizations already running Oracle EPM, NSPB, or Vena that need ongoing expertise. Monthly engagements by hour band.

Essential

Essential

10 to 15 hoursper month

Light ongoing administration for stable environments that need a senior hand on call.

  • Monthly release reviews
  • Issue triage and resolution
  • Administrative tasks
  • On-call support
Active

Active

25 to 40 hoursper month

For environments with ongoing enhancements, multiple modules, or scheduled optimization work.

  • Everything in Essential
  • Scheduled enhancement work
  • Performance optimization
  • Report and template updates
  • Administrator training
Strategic

Strategic

50+ hoursper month

Deep partnership for multi-application environments with active development and priority response.

  • Everything in Active
  • Multi-application scope
  • Priority response
  • Quarterly architecture review
  • Roadmap advisory
Enterprise

Enterprise

Customscope & response

Multi-application, global deployment, or transformation scope. Engagement structure designed around your specific requirements.

  • Custom hour allocation
  • Defined response SLAs
  • Multiple applications
  • Dedicated partnership model

Monthly investment is set at discovery, based on scope, complexity, and response requirements. All tiers include senior-led delivery on every engagement.

Common questions

Do you publish specific dollar amounts for implementations?+
I publish engagement ranges and sizing rather than fixed prices. Every EPM implementation is scoped individually based on complexity, integration requirements, and the current state of the client's environment. The ranges on this page are directional and are calibrated at the discovery call.
What does the discovery call cover?+
A 30 minute discovery call covers the business context, current state of the EPM environment, planned scope, timeline, and any constraints. I use the call to understand whether my expertise is a genuine fit for the engagement. If it is, I follow up with a scoped proposal. The 30 minute discovery, any follow-up technical conversations, and all scoping work are free. You don't pay for anything until we've agreed on scope and signed a statement of work.
Can engagements start small?+
Yes. Many engagements start with a focused first phase covering a single module or a specific workstream. This lets both sides build a working relationship before committing to a larger scope. A typical first phase covers actuals integration plus one planning model, for example Income Statement planning, delivered in 6 to 10 weeks.
Do you work through consulting partners?+
Yes. I deliver engagements both directly to clients and as a senior specialist on engagements led by consulting partners and system integrators. The engagement model is the same either way: senior-led, hands-on, and focused on long-term value for the finance team.
How is monthly investment calculated for managed services?+
Monthly investment is calibrated at discovery based on the hour band, the complexity of the environment, the response requirements (on-call versus scheduled), and the number of applications covered. All tiers include senior-led delivery on every hour billed.
Are implementations fixed-price or time-and-materials?+
Both are available. Most implementations are delivered as fixed-scope, fixed-price engagements once scoping is complete. Some engagements with exploratory elements or significant unknowns are better suited to time-and-materials with agreed-upon milestones. The discovery call determines the right structure.

Ready to talk about your engagement?

A 30-minute discovery call is the right starting point. Free, no-obligation. You'll leave with a clear view of what the engagement would look like and what it would cost.

Book a Discovery Call →