Cloud EPM platform drives greater efficiency at $6B Global Financial Services firm

Business Challenges

  • Planning and Reporting Support – Previous system did not appropriately support all the needs of the IT finance division and had scalability concerns in becoming a corporate-wide tool
  • Manually Intensive – All planning-related tasks were conducted offline in Excel, including data entry and calculations
  • Lack of Integration – Disconnected data feeds made planning creation and maintenance of reports difficult and inefficient


  • Multi-Faceted Cloud Planning Solution – Designed, developed, and integrated Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) for budgeting and forecasting of Workforce, Projects, and Financial Statements
    • Provided flexibility and scalability, while enhancing reporting and planning capabilities to drive business transformation
    • Aggressive twelve-week project deadline successfully accomplished
  • Workforce Planning – Provides employee-level compensation and headcount values
  • Project Planning – Utilizes employee values allowing for optimal resource allocation and enhanced derivation of project costs
  • Integrated Financials – Workforce and Project expense consolidation into Financials Business Process provide a comprehensive view down to the department leve


  • Fully Integrated Planning and Reporting Capabilities – The EPBCS projects, financials, and workforce solutions were live in time to support the annual planning process
  • Significant Efficiencies – Eliminated Excel-based processes, automated data integrations, and centralized business analytics
  • Greater Transparency, Auditability, and Data Integrity – Supports more informed decision-making from key stakeholders
  • Seamless End-User Adoption – In-depth training of business managers led to confident roll-out of the application to hundreds of end users
  • Dynamic Reporting Capabilities – Supports business managers to make payroll and project expense decisions

Complimentary Discovery Briefing

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