Business Challenges

• Multiple On-Premise Tools to Support Planning Process –  Used a mixed environment of on-premise planning tools and Excel to complete Annual Budgeting, Quarterly Forecast and Long-Range Planning
• Multiple Hierarchies – Legacy environment utilized a custom built GL Data Mart as the source for data and hierarchies which posed numerous challenges to the FP&A team
• User Adoption – Multiple tools were difficult to juggle, and often led to one or more products being forgotten
• High Volume of Customers – Customer structure with in their legacy system was varied and difficult to manage.

Solution

• Oracle EPM Cloud – Converted on-premise planning applications to the Oracle’s cloud environment and implemented Oracle EPM Cloud Financials module for quarterly and long-range forecasting capabilities
• Subscription Management – Seamless integrations with Oracle ERP,EPM Cloud, automate data capture of user base and drive subscription setup, and scalable to support current Cloud systems and align with future growth.
• Updated Integration Process – Revamped the data integration process to remove the dependency on the GL Data Mart by sourcing financial data directly from PeopleSoft, developing data integrations across planning areas and creating a hierarchy management process that the finance team can maintain
• Peloton Breakaway – Peloton’s collaborative implementation methodology was used to ensure rapid learning and adoption throughout the implementation process to ensure end-user adoption.