Financial Process Optimization

Management wants actionable insights faster. Do you have the personnel, systems, data, and business processes to deliver?

Our senior CPM advisors can provide the deep perspective and insights to define the right strategy for your organization with a Financial Process Optimization engagement, which includes:

  • Vendor-agnostic review of more than 70 CPM business process and focus areas
  • CPM maturity assessment
  • Peer comparisons and industry best practices
  • Detailed findings on Financial Consolidation and Close, Budgeting and Forecasting, Internal and External Reporting, Tax Provisioning, and Profitability Analytics
  • Opportunities ranked for value and effort

Our clients value these engagements for the industry and technical expertise we bring, our attention to detail, and results that are delivered in weeks, not months. Contact us today to learn more.

Ready for a Move to the Cloud?

Cloud-based CPM suites offer advantages such as pre-built solutions, integrated business processes, scalability, and cost control. Better still, you don’t have to relinquish control over your data.

Our cloud readiness assessment determines whether a cloud solution makes sense for your business. We will:

  • Conduct an on-premises vs. SaaS comparison
  • Prepare a high-level look at current- and future-state
  • Show 5-year total cost of ownership (licensing, consulting, hosting, training, and support)
  • Demonstrate migration (or conversion) time to value

Insights at Your Fingertips

The latest generation of integrated CPM suites can deliver dynamic information to multiple stakeholders with lower maintenance for Finance and IT.

Empower your workforce by enabling team-based narrative reporting, accurate financial statements, and powerful profitability analytics.

If you are struggling with too much data and too many linked spreadsheets, contact us today.

Keep a Competitive Edge

Maintaining up-to-date applications, including cloud-based solutions, can be the most effective way to meet the latest accounting and reporting regulations, or manage change that comes with acquisitions and divestitures.

Before any upgrade, Finance and IT need to answer:

  • Will leadership see the value?
  • Will users adopt the new features?
  • How quickly can it be done?
  • Does the latest release align with overall IT strategy?
  • Is it compliant with third-party vendors?

Our CPM advisors and technical experts will put you on the right course if you are considering an upgrade, consolidation, or spin-off of your CPM systems.

The Lights Are Always On

SupportNet is our comprehensive and fully configurable service for Oracle and OneStream applications.

We don’t use large call centers or offshore facilities. All SupportNet engineers are dedicated, U.S.-based experts with many years of client consulting experience. Our high-touch approach means you’re not just a number in a queue; you’ll know your technician by name.

With SupportNet, you have a pool of highly skilled resources available to respond quickly to incidents or questions. Or, leverage on-demand hours when your internal staff is stretched thin. Best of all, our technicians will be familiar with your environment, so there’s no ramp-up time required.

Award-Winning Training

We are a training partner for Oracle and OneStream, with some of the most highly rated instructors in the industry.

Whether you prefer instructor-led training at our offices, online learning subscriptions, or private events, we’ve got you covered. If you have a need for cutting-edge cloud training, we can deliver that as well. And for those looking to maintain and enhance professional credentials, all of our Oracle courses offer CPE credits.

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