What We're About
Financial + Technical Knowledge
We only staff the best specialists in the industry that have both a deep functional knowledge and an exceptional technical background.
Everyone on your project will bring with them an array of sector experience, graduate degrees in finance and management, and current technical certifications.
Efficiency & Value
We have all the talent and experience of a Big Four consulting firm, with none of the overhead and red tape. Our projects are delivered on time, on budget, and with measurable ROI. We work efficiently and deliver.
EPM Systems Expertise
Our team has extensive experience running EPM projects of all sizes, from smaller specialized implementations to larger full scale Fortune 500 programs. We are an Oracle Gold Partner, an Anaplan Partner, OneStream Partner, and experts in the Enterprise Performance Management space. Working with industry leading tools and understanding the EPM software market is part of our passion.
Services & Solutions
We build Enterprise Performance Management Systems that provide financial and business performance management solutions .
Budgeting, Forecasting, & Planning
Financial Statement Planning
Labor & Workforce Planning
Forecast & Budget Consolidation
Custom Industry and Company Solutions
Financial Consolidation & Close
Data Flow Optimization
Statutory & GAAP Reporting
Customized Business Rules
Financial Close Systems
Custom Industry and Company Solutions
Reporting & Business Analytics
Management Reporting Packages
Currency Impact Analysis & Conversion
Key Performance Indicators (KPIs)
Customized reporting solutions
Our solutions are complemented by a full array of services in the EPM space.
EPM Systems Projects - Oracle, Anaplan, OneStream
We build EPM systems for financial consolidation, financial budgeting and planning, and performance analytics tailored to your business needs.
Systems & Data Integration
Our speciality in data integration comes from years of architecting the movement of data between EPM environments and key systems, such as General Ledgers, HR / Payroll systems, and an array of other data sources.
Cloud Readiness & Deployment
Our expertise across both cloud and on-premise solutions allows us to provide the best action plan for a move to the cloud.
EPM Strategy & Project Guidance
A system is nothing without an EPM strategy that delivers benefits to your business. We’re here to provide actionable guidance.
Solution Oriented Process Improvement
We build solutions help to improve key financial processes, enabling more efficient, analytical forecasting and quicker, automated close activities
Managed Services & Systems Support
Our team helps clients with the support of existing systems to ensure smooth operations during critical financial calendar periods.
Contact us to improve the systems, architecture, and code already deployed at your organization.
EPM Project Spotlight
Enterprise Driver-Based Budgeting & Planning Solution
Helped to deliver a driver-based budgeting, planning, and analytics solution to a major telecom client. Overall solution included workforce planning, driver-based revenue forecasting, opex and capex planning for a 300+ user community. Reporting solutions were also deployed to assist in daily orders analytics and financial KPIs.
[Technologies included: Oracle Hyperion Planning, Essbase, ODI, and extended Hyperion suite]
Global Hyperion Data Integration Architecture
Led the data integration architecture for one of the largest global EPM implementations in the world. Overall architecture included a path to standardized integration of Hyperion and multiple GL systems including SAP and Oracle EBS instances. Goals delivered on for the project included automated processing, metadata / master data integration, scheduling, error handling, and data validation.
[Technologies included: HFM, Planning/Essbase, DRM, ODI, FDMEE, ARM, FCM]
Financial Consolidation & Close Solution
Implemented a robust consolidation solution in HFM to help solve for a number of corporate reporting requirements including segment and chart of account GL reporting, cash flow reporting and rollforwards, and external reporting packages. Manual cash flow calculation time was reduced from 1 week to less than 1 day via the automated solution. The system also included direct integration and alignment with a recently implemented global Oracle EBS GL system.
[Technologies included: FDM/FDMEE and HFM]
Hyperion PBCS (Planning Budgeting Cloud Service) Solution
Helped to roll-out a full financial forecasting system in Planning Budgeting Cloud Service (PBCS) for an insurance company. Solution encompassed complex business logic for P&L, Balance Sheet, and Cash Flow planning and included actuarial, investment, premium, and reinsurance modeling. Solution also involved multiple loads utilizing PBCS cloud data management tool.
[Technologies included: PBCS, Cloud FDMEE]
Hyperion Upgrade & Migration
Led the technical upgrade and enhancement of a suite of Hyperion software and applications for a large medical device company. The upgrade project included technical installation and configuration of the latest Hyperion version18.104.22.168 and upgrades and enhancements to HFM, Planning, and Essbase applications. Client also heavily utilized FDM Classic, which was migrated to the latest version of FDMEE. Additional key activities included data validation, process improvement, automation, and user training and rollout.
[Technologies included: HFM, Planning, Essbase, FDM, FDMEE, ODI]