Cambridge Associates: Oracle ERP & EPM Cloud Case Study

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Cambridge Associates (CA) is a global investment firm. They aim to help endowments & foundations, pension plans, and private clients implement and manage custom investment portfolios to generate outperformance so they can maximize their impact on the world.

Business Challenges

  • Rigid Legacy Systems – On-premise financial systems; planned in offline Excel models and disjointed Anaplan solution
  • Limited Integration & Automation – Data integration between financial systems was labor-intensive with no drill-back visibility
  • Lacked Process Standardization – Undocumented manual processes for outdated systems that was supported through tribal knowledge
  • Unreliable Data Hindered Effective Management – Day-to-day risk management with error-prone spreadsheets ultimately hamstrung management’s ability to make informed, value-add business decisions


Oracle EPM Cloud – EPBCS & Financial Close Management

  • Revenue – Custom calc & reporting model consisting of unique contract & asset considerations to forecast revenue by client
  • Financials – Multi-year forecast solution for Expenses, leveraging trend & driver-based planning with allocation calculations configured
  • Workforce – Utilized Out-of-Box functionality to plan multi-year existing & new hire employee salary, merit, taxes, & attrition, with additional custom headcount & compensation reporting for executive analysis views
  • Projects & Capital Assets – Developed an IT project forecasting solution enabling the ability to manage financial, staffing, & funding needs for new & existing projects along with capitalization of projects & company assets

Oracle ERP Cloud – Financials, Projects, Procurement

  • Real-time Access with Full Transparency & Drill Down Capabilities – Provide key management KPIs and analytics to enable users to manage by exception including project-level profitability
  • Improved accuracy of billing time and expense


  • Standardized Processes –End-to-end, documented & streamlined process that automates the data integration with ERP Cloud and calculation in EPBCS
  • Enhanced Analysis and Data Integrity – Full transparency into key management KPIs & analytics to drive informed decision-making
  • Scalable Global Platform –Supports global growth and local statutory reporting across 13 countries
  • Modern Cloud-based Future-Proof Platform – Allows for growth, continued efficiencies, and on-going improvement

Complimentary Discovery Briefing

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