P&L, workforce planning and shared cost allocations help $3B+ Insurance company achieve faster budgeting and reporting

Business Challenges Disconnected P&L and Workforce Planning (M&A) – Planning was a decentralized process with a combination of Excel spreadsheets and siloed data entry stemming from dozens of acquisitions Excessive Consolidation & Reporting Time – Herculean effort to produce manual reconciliations, consolidations, and reporting in legacy Cognos system Manual Allocations – Manual allocation process required […]

Connected data enables better reporting and forecasting at $1.6B construction products technology company

Business Challenges M&A Tracking – Manual Excel templates were not keeping pace with M&A activity; FP&A riddled with version, performance and data consistency issues and took large amounts of effort and time to validate and coordinate Disconnected Planning, Backwards Looking – Planning across the organization was decentralized, requiring extensive manual reconciliation and consolidation efforts and […]

Cloud solution enables Not-for-Profit Higher Ed to simplify and accelerate Demand, Workforce, and Operational and Financial Planning

Business Challenges System Scalability to Accommodate Massive Growth – Unlocking the online market, the university saw student enrollment growth of 433% over a 5-year period and as a result experienced challenges with outdated systems and processes. Lack of Data Transparency and Collaboration – Disparate systems and data sets created a silo-ed structure in which collaboration […]

Improved forecasting and predictive modeling saves 1,500 labor hours per year at $31B Aerospace and Defense company

Business Challenges Time Consuming Process – The organization’s cash management process required data sourcing from various offline source systems Manually Intensive – Complex web of disconnected offline spreadsheets and calculations that required manual processes to check for forecasting accuracy No Insight into Key Drivers – Despite spending a great deal of time in data gathering […]

Shift to cloud optimizes performance at $3B Health Insurance Provider

Business Challenges Limited Flexibility and Scalability – Current environment did not allow for real time ad hoc analyses across all products, states and funding sources Inefficient Allocations Process – Required to execute multiple cycles during month-end with a run-time of three to four hours; regulatory and industry reporting both involved separate labor intensive processes Inadequate […]

Financial Consolidation and Close Cloud Solution (FCCS) reduces close time at Global Transportation Provider

Business Challenges Manual Process for Consolidation and Bank Reporting – Heavy reliance on manual processes within Excel to perform consolidations and bank reporting Process Complexity and Validation Issues – Foreign currency translation, intercompany eliminations and cash flow computed in Excel added extreme complexity to the process and caused validation issues Time Consuming Monthly Close – […]

Cloud solution improves accounting and FP&A at emerging Biotech company

Business Challenges Siloed Systems – Employees manually aggregated data from various systems for reporting purposes, leaving no time for value-added analysis Labor Intensive FP&A – No systematic way to process finance and accounting data Planning and Analysis processes were manually intensive and significant effort was required to maintain offline Excel models; information was not readily […]

FP&A transformation helps $1.5B global Biopharmaceutical company drive efficiency

Business Challenges Business Transition – Significant increase in the number of programs, projects, and trials that need to be actively planned, managed, reported against, and analyzed Inability to Link Operational Plans with Financial Forecasts – Inability to link dynamically changing project-based clinical development plans with financial plans Heavy Manual Effort – Revenue planning, product costing, […]

Oracle ERP Cloud prepares emerging biopharma company for hyper growth

Business Challenges Readiness of ERP System for Company Growth – Prior technology was implemented before company was primed for commercialization and had several limitations such as: flexibility of chart of accounts, data model restrictions, and limited capabilities for multi-country/multi-GAAP Lack of Integrated Platform – Growing from a pre-revenue company to a multi-billion dollar one brought […]

Cloud EPM platform drives greater efficiency at $6B Global Financial Services firm

Business Challenges Planning and Reporting Support – Previous system did not appropriately support all the needs of the IT finance division and had scalability concerns in becoming a corporate-wide tool Manually Intensive – All planning-related tasks were conducted offline in Excel, including data entry and calculations Lack of Integration – Disconnected data feeds made planning […]

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