Everest: Ananplan Workforce Planning & Allocation Modeling Case Study
Click here to learn more! Everest is a publicly traded global leader in reinsurance with over 40 years of experience and nearly $17B in market capitalization. Business Challenges Disconnected HR System [WF] – Manual legacy processes of separated Workforce planning was time-consuming, manual and carried inherent risk International Scaling [Allocation] – Current processes do not […]
CoAction: Anaplan FP&A Forecasting Case Study
Click here to learn more! Coaction Specialty Insurance is a full specialty underwriter with over $1 billion in premiums across five major product verticals: property, casualty, entertainment, executive liability, and multi-line. Business Challenges Manual Forecasting – current legacy FP&A processes & reinsurance processes are time-consuming and disconnected, not allowing for a holistic overview of business […]
Professional Services Company Goes Live with Financial Planning & Analysis Solution in 12 Weeks
Business Challenges Limited Critical Analysis – Legacy excel files unable to provide actionable revenue, operations or workforce insights Lack of Data Fidelity – Multiple business units utilize consolidated models leading to reconciliation and reporting risks; lack of version control across end user spectrum Global Growth Stagnating – Inability to effectively scale internationally; different currencies lead […]
Environmental Services Company Transforms Business with Oracle EPM Cloud
Business Challenges Existing Planning System Limitations: Previous planning system lacked of robust capabilities and did not meet their growing planning and forecasting needs Lack of Standardization & Accuracy: Required customized formula rules for each facility to maintain consistency and control No Existing Payroll Modeling: Unable to pull data from Workday for current employees, new hires, and […]
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was labor-intensive with no drill-back visibility Lacked Process Standardization: Undocumented manual processes for outdated systems that was supported through […]
Streamlined reporting helps $5.3B Real Estate company enhance reporting process and optimize calculations
Business Challenge Multi-year Finance Transformation – After a two-phase Hyperion EPM environment upgrade, company sought assistance for ongoing maintenance and a steady flow of system enhancements required across a variety of applications and supporting infrastructure New Company Integration – Recent acquisition created challenges with FDMEE database Solution Administrative and Enhancement Support – Peloton provides ongoing […]
Executive dashboards and reporting improves insights through Oracle Analytics Cloud for $2B commercial Real Estate firm
Business Challenges Inefficient Process – Significantmanual effort required to produce consolidated reporting across all lines of business, including key operational drivers Siloed Reporting and Analytics – Lacked a central repository for customer mapping and global consolidated customer reporting across all LOBs Difficulty “Drilling Down” – Lacked ability for FP&A to drill from account level data […]