Guardant Health, founded in 2011 and headquartered in Redwood City, California, is a leading precision oncology company focused on transforming cancer care through advanced diagnostics. By leveraging cutting-edge blood-based testing and rare-cell analysis, Guardant empowers physicians with critical insights that help identify personalized treatment options for cancer patients. With innovation at its core, Guardant continues to push the boundaries of what’s possible in cancer detection and monitoring.
Business Challenges
As Guardant Health scaled its operations, its financial planning processes struggled to keep pace with the organization’s growth and complexity. While the company had already invested in Oracle Cloud ERP and EPM to support its core accounting and financial planning functions, key processes, particularly vendor expense planning, remained heavily manual.
Vendor planning was managed through Microsoft Excel spreadsheets and budget IDs, creating inefficiencies and limiting scalability. Finance teams relied on disconnected processes that required significant manual effort to plan, track, and reconcile vendor expenses. At the same time, reporting was largely performed outside of the Oracle ecosystem, reducing visibility and preventing the organization from fully leveraging its cloud investment.
The result was a fragmented planning environment that made it difficult to align actuals with forecasts, collaborate effectively across teams, and produce consistent, reliable reporting for decision-making.
Approach
To modernize vendor planning and unlock the full value of Oracle Cloud, Guardant Health partnered with Peloton Consulting Group to design and implement a more integrated, scalable solution.
Peloton developed a vendor planning and reporting cube with a tailored user experience, leveraging Smart View and a web-based interface to simplify and streamline planning workflows. This enabled finance teams to move away from manual spreadsheets and into a more structured, system-driven process.
To ensure alignment between planning and actuals, Peloton designed a custom ERP report that provided the appropriate level of vendor-level detail, enabling seamless integration of planned vendor expenses with actual financial data. This integration established a single, cohesive view of vendor spend across the organization.
Additionally, management reporting was reconfigured to support a more repeatable and robust reporting process, improving consistency and usability for stakeholders. As part of the broader transformation, Guardant was also migrated to the Oracle Enterprise Platform, expanding EPM capabilities across Finance and Accounting and setting the stage for continued innovation.
Business Impact
The transformation delivered immediate improvements in efficiency, collaboration, and insight. Vendor planning is now a cohesive, collaborative process across the finance organization, replacing siloed spreadsheets with a unified, system-driven approach. By integrating Oracle Cloud EPM and ERP, Guardant significantly improved the efficiency and accuracy of vendor expense planning while reducing manual effort.
The organization now benefits from a strong foundation for FP&A, enabling more effective budgeting, forecasting, and actuals reporting. With enhanced visibility and more reliable data, finance teams are better equipped to support strategic decision-making and scale alongside the business.
Summary
Guardant Health transformed vendor planning from a fragmented, manual process into a streamlined, integrated capability powered by Oracle Cloud. By partnering with Peloton, Guardant not only improved efficiency and reporting but also strengthened the connection between planning and execution. The result is a more agile, data-driven finance organization that is structured to support the company’s mission of advancing cancer care with the same precision and innovation it brings to its patients.
