Enterprise planning and budgeting cloud solution (EPBCS) helps insurance firm make faster, more informed decisions

Business Challenges

  • Manual Planning Process – Limited time for value-added analysis due to cumbersome manual efforts
  • Limited Integration with Existing Systems – Legacy ERP integration with planning and reporting process was sub-optimal and did not support future growth of the firm
  • Disparate Non-Scalable Models – Lacked a centralized planning and reporting model to provide a consistent process as well as a scalable architecture for detailed expense planning and allocations
  • Adoption – Tools and process not easily adopted across the organization by Finance and Operations


  • Flexible and Scalable Planning and Reporting Solution – Designed, developed, and integrated Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) for budgeting and forecasting financial statements (income statement, balance sheet, and cash flow)
  • System Integration With Legacy Systems – Fully integrated existing systems with new planning and reporting capabilities
  • Streamlined Planning and Expense Allocations – Allocation process aligned with the Actual data source system significantly improved Planning and Forecasting accuracy
  • Seven Week Project Timeline – Aggressive timeline made possible (and successful) by using Breakaway™ Methodology that included experiential learning sessions and project checkpoints


  • Improved Information Accessibility and Visibility – Enabled faster and better business management and decision-making
  • Enhanced Process and Data – Established repeatable process with standard calculations and reports
  • Highly Scalable Architecture – Current solution well-positioned to support additional future requirements as company grows

Complimentary Discovery Briefing

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