Connected Enterprise Planning

Cloud Planning Solutions

Cloud Solutions

Planning Simplified & Scalable

Enterprise Planning provides a flexible platform that can be tailored to your business’ needs. Oracle’s planning solutions enable more time for strategy and analysis across various business verticals.

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Financial Planning

Are your finance teams still relying on Excel to generate your revenue and expense plans? Have you taken the steps to enable dynamic rolling forecasts? Have you identified the most reliable drivers for your business?

EPMI has years of successful cloud project execution and customers across all industries – we bring this expertise to provide best in class recommendations on modernizing your financial planning. Our average transition to Cloud Planning sees a 40% reduction in time to budget.

What Financial Planning can do for your business

  • Eliminate spreadsheet versioning and manual adjustments with collaborative, business-focused dashboards
  • Automatically generate Profit & Loss, Balance Sheet and Cash Flow statements configurable to your industry with pre-built frameworks out of the box
  • Capitalize on configurable frameworks for driver and trend based planning with pre-built best practices
  • Enable flexible and dynamic rolling forecast with direct integrations into your source systems

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Strategy Planning

Finance teams have the ability to generate long-range plans with greater accuracy than ever before. Incorporating external factors like economic indicators and black swan events, your team can now chart a path into the unknown.

With Strategy Planning in EPM Cloud, finance leaders can leverage uncertainty planning to mitigate market risk before impact is felt.

What Strategy Planning can do for your business

  • Model M&A activity and downstream balance sheet impacts
  • Set revenue targets with goal-seek functionality to create
  • Utilize statistical ranges of uncertainty to model the likelihood of success for high impact initiatives
  • Hypothesize financing situations to drive strategy for liquidity and asset composition

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Workforce Planning

If your organization isn’t integrating headcount related expenses into your financial plans, then you could see rapid growth hindered by ineffective hiring. Reduce the risk of growth by gaining a full understanding into the intricacies of your workforce and related costs.

Whether you are an Oracle Cloud HCM user or even Workday, Oracle’s purpose-built Workforce Planning module will integrate employee data into your bottom line easier than ever before.

What Workforce Planning can do for your business

  • Direct integrations into any cloud based HRIS or ATS/Recruiting platform
  • Visualize and plan by individual employee or department with compensation related drivers out of box
  • Unravel the complexity of employee related expenses like benefits, tax, and training

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Capital Planning

Capture your full capital asset lifecycles and integrate your investment data to cash flow forecasts. Take advantage of out of box configurations to incorporate repairs, insurance, and maintenance to get a full picture of your capital expenses.

What Capital Planning can do for your business

  • Model depreciation and amortization with a variety of strategies for cash flow planning, asset-related expense planning and more
  • Fully visualize the impact of buy versus lease scenarios with pre-built capital expense analysis
  • Plan for both tangible and intangible asset lifecycles

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Project Planning

Another module native to Oracle’s Cloud Planning platform, Project Financial Planning is a flexible and extendable tool that can provide visibility into both internal and external projects.

By partnering with EPMI and Oracle, your organization will be able to model and measure expense and revenue from all operational units.

What Project Planning can do for your business

  • Plan expenses for internal projects including R&D, IT, Marketing, and training
  • Forecast revenue from customer facing projects like professional services, engineering, construction and more
  • Understand net present value, return rates and ROI in order to gauge project performance and value for future endeavors
  • Integrate into your workforce planning tool to create headcount utilization models for internal projects

Are you interested in this cloud solution?

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