Oracle EPM Cloud services for planning and close
We implement and improve Oracle EPM Cloud, from planning and budgeting to consolidation, reconciliation and board reporting, so finance closes faster and plans with confidence.
The EPM suite, end to end
Each application stands on its own, and they work best connected. Each links to the detail.
Planning (EPBCS)
Connected planning across finance, workforce and capital
We deploy Oracle’s prebuilt planning frameworks and adapt them to how your business plans, with driver-based forecasts and scenarios.
Financials, Workforce, CapEx and Projects frameworks · Custom cubes for departmental needs · Driver-based forecasting and scenarios · ERP and HR integration · Security and workflow
Consolidation and Close (FCCS)
A faster, auditable consolidation
Consolidation logic, intercompany eliminations and close task management, built so every number traces back to its source.
Multi-entity, multi-currency consolidation · Intercompany eliminations · Close task management and automation · Financial reporting and audit readiness
Account Reconciliation (ARCS)
Reconciliations that are automated and tracked
We automate matching, centralize tracking and enforce approvals, so reconciliations are finished on time and ready for audit.
Reconciliation templates · Auto-matching rules and variance analysis · Workflow, approval and attestation · Subledger and GL integration · Audit documentation
Profitability and Cost Management
Clear profitability by product, customer and business unit
Allocation models that show where costs go and which parts of the business make money, with scenarios to test changes.
Allocation rules and modeling · Profitability by driver · Sensitivity and scenario analysis · Integration with ERP and planning
Narrative Reporting
Management and board reports with numbers and commentary together
Report packages that pull live data, carry commentary from each contributor, and move through review without email chains.
Report templates with commentary · Data-connected reporting books · Review and approval cycles · Internal and regulatory reporting
When teams call us
Usually one of these is on the table.
Finance teams usually call us around the close calendar or a planning cycle.
- A close that runs longConsolidation and reconciliations that take days longer than they should.
- Planning in spreadsheetsBudgets and forecasts stitched together outside the system of record.
- A move off Hyperion or another on-premises toolMoving to EPM Cloud without losing the logic built up over years.
- Audit findingsReconciliation and close controls that need to be documented and enforced.
- An EPM rollout that stalledApplications live but underused, with workarounds around them.
Why Cogleus for Oracle EPM
Oracle-certified, senior consultants
Certified consultants scope your project, and the same people deliver it.
Built around your close calendar
We plan deployments and cutovers so they never collide with month-end or year-end.
Connected to your ERP and data
We also work in Oracle ERP, Workday and Google Cloud, so data flows into EPM cleanly and back out to reporting.
Start here
Close readiness assessment
We review consolidation, reconciliation and reporting against your close calendar and show where time and risk can come out.
- 01 · Review
Your close calendar, consolidation logic, reconciliations and reporting packages. - 02 · Prioritize
The changes that shorten the close or reduce risk most, with effort for each. - 03 · Deliver
A first improvement in place before the next close, so the plan is proven early.
Before you implement
Pre-Implementation Check
Evaluating software vendors, or about to start an implementation? We help you choose the right system and the right implementation partner, and check you’re ready before work begins. Our consultants have implemented Oracle EPM Cloud for years, so they know what to ask.
- 01 · Vendor evaluation
Requirements, demo scripts and scoring, so every vendor is compared on the same terms. - 02 · Partner selection
Integrator proposals, estimates, staffing and statements of work reviewed before you sign. - 03 · Readiness and plan review
Data, processes, team and timeline checked, with the risks to fix before day one.
Questions finance teams ask us
What is the difference between Oracle ERP and Oracle EPM?
Oracle ERP runs day-to-day operations such as accounting, procurement and projects. Oracle EPM handles planning, budgeting, consolidation and performance reporting. Together they connect what happened with what’s planned.
How long does an Oracle EPM Cloud implementation take?
It depends on the applications, entities and level of customization. A typical implementation takes six to twelve months, and many are delivered in phases so value arrives sooner.
What are the steps in an EPM implementation?
Discovery and requirements, solution design and configuration, data integration, testing and user acceptance, then training, go-live and hypercare.
Can you move us from Hyperion to EPM Cloud?
Yes. We map existing rules, hierarchies and reports to EPM Cloud, rebuild what should change, and reconcile results before you switch over.
We already use EPM Cloud. Can you improve what we have?
Yes. Many engagements start with a review of existing applications, followed by targeted fixes to performance, rules, reporting and adoption.