Pico: Oracle Cloud ERP Case Study

Click here to learn more! Pico Quantitative Trading (Pico) is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Business Challenges Poor First Implementation – The partner who implemented ERP Cloud for Pico […]

Software Company: Anaplan for Finance & Sales Planning Case Study

Click here to learn more! Publicly held and rapidly growing Software-as-a-Service (SaaS) leader in team collaboration and workforce management supporting over 100,000 customers globally. Business Challenges Scalable Planning & Reporting – Thriving organization had outgrown the capabilities of prior planning systems (Planful) and needed a tool with the flexibility to model future organizational changes Business […]

Global Health & Wellness Digital Platform Provider: Anaplan for Finance Case Study

Click here to learn more! Leading organization that designs technology platforms designed to create daily habits and sustainable behavior change to empower people to lead happier and healthier lives. Their health and wellbeing platform, benefits navigation, care management and coaching programs impact over 100 million people across 190 countries. Business Challenges Disconnected Forecasting & Reporting […]

Enstar: Anaplan for Finance P&L, Workforce Planning, & Shared Cost Allocations

Click here to learn more! Enstar Group Limited (NASDAQ: ESGR) is a leading global (re) insurance group that provides innovative insurance solutions through their network group of over 115+ acquisition companies across Bermuda, the U.S., London, Continental Europe and Australia. Business Challenges Disconnected P&L and Workforce Planning (M&A) – Planning was a decentralized process with […]

Global Investment Firm migrates from on-premise to Oracle ERP & EPM Cloud

Business Challenges Rigid Legacy Systems:  Cambridge Associates’ on-premise financial systems, Excel spreadsheets, and manual processes for Financial reporting and Operational needs could not support their growing business 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was labor-intensive with no drill-back visibility Lacked Process Standardization: Undocumented manual processes for outdated systems that was supported through […]

Cost of ownership and maintenance decreases at $16B Investment firm with help from Managed Services

Business Challenge Complex Support Requirements – Company’s investment and real estate divisions rely on Hyperion Essbase and complex SQL integrations with their Investment Management applications Need for Continuous Support and Enhancements – Ongoing maintenance and a steady flow of system enhancements requires deep functional and technical expertise Solution Ongoing Support Model – Peloton manages ongoing […]

Insightful data visualizations help $56B global bank analyze data faster with more accuracy

Business Challenges Manual and Inconsistent Dashboards – Dashboards were manually created using Excel with basic visualizations and copied into PowerPoint for reporting, leading to inconsistencies in formatting and display Unlinked Data – Dashboards were sourced from a large number of different data sets across multiple tabs within Excel and were linked manually, thus requiring time […]

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 […]

Financial Consolidation and Close Cloud Solution (FCCS) enables “one version of the truth” reporting at $18B private equity firm

Business Challenges Manually Intensive Process – Close and consolidation processes were heavily dependent on multiple Excel workbooks Lack of Transparency – Limited visibility into base level entity financials Disconnected Systems – Consolidations and reporting systems lacked proper integration Solution Implemented Integrated Solution – Used Oracle Financial Consolidation and Close Cloud (FCCS) to streamline reporting Enhanced […]

Driver-based models streamline consolidation, budgeting, and reporting from weeks to days at Global Financial Services group

Business Challenges Inefficient and Inconsistent Processes – Eliminations, Equity Pick up, and Account Reconciliation processes conducted during the financial close were sub-optimal Lack of Automation – Lacked automated, driver-based employee planning for back office, and thus, unable to quickly perform what-if analysis Cumbersome, Offline Process – Consolidation of 275+ source inputs for Budgeting and Forecasting […]

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