Client Results

Oracle EPM Delivered.
Results Measured.

Real engagements. Real outcomes. See how we've helped finance teams across industries get more from their Oracle EPM investment.

Planning & Budgeting

Higher Education Clients Modernize Financial Planning with Oracle PBCS

Higher Education

Multi-client

Higher Ed engagements

Integrated

Planning across all drivers

On time

Delivered on schedule

The Challenge

Colleges and universities face increasingly complex planning environments — managing workforce costs tied to HCM systems, modeling tuition revenue under enrollment uncertainty, and projecting financial aid across diverse student populations. Many institutions were managing these processes in disconnected spreadsheets with no integrated planning platform.

Our Approach

Hourglass EPM has implemented Oracle PBCS across multiple higher education clients, delivering integrated planning models tailored to the unique drivers of academic finance. Each engagement focused on connecting people, revenue, and aid planning into a single, governed environment.

Key Outcomes

  • Workforce planning and HCM integration — headcount, compensation, and benefits modeled directly from HR source data
  • Revenue modeling and planning — enrollment-driven tuition and fee projections with scenario analysis
  • Financial aid modeling — aid packaging and net revenue planning across multiple student cohorts and aid programs
  • Unified planning environment replaced fragmented spreadsheet processes across finance and academic departments

Data Integration & Process Automation

Clients Across Industries Eliminate Manual EPM Administration Through Process Automation

Multiple Industries

Multi-client

Automation engagements

Significant

Reduction in manual effort

Scheduled

Automated nightly processing

The Challenge

Across many of our client engagements, finance and IT teams were spending significant time on repetitive, manual EPM administration tasks — loading data, updating mappings, provisioning users, and running nightly processes by hand. These tasks created bottlenecks, introduced errors, and pulled skilled resources away from higher-value work.

Our Approach

Hourglass EPM has helped clients across industries automate their Oracle EPM environments using Oracle Process Automation and Data Management scripting. We identify the highest-impact manual processes in each environment and replace them with reliable, scheduled automation — reducing administrative burden and improving consistency.

Key Outcomes

  • Automation of data movements — scheduled data loads from ERP, HR, and source systems into Oracle EPM, eliminating manual file transfers and analyst intervention
  • Mapping updates — automated metadata and mapping maintenance so dimension changes propagate consistently without manual rework each period
  • User provisioning — automated onboarding and role assignment workflows replacing manual IT tickets and reducing provisioning time from days to minutes
  • Nightly batch processing — end-to-end automation of close and consolidation sequences, ensuring consistent execution without manual oversight

Management Consulting

Large Public Sector and Fortune 500 Clients Engage Hourglass EPM as Independent EPM Advisors

Public Sector & Fortune 500

Multi-client

Public & private sector

Independent

Advisor — no vendor bias

Pre & during

Implementation advisory

The Challenge

Large organizations — including government agencies and Fortune 500 enterprises — often undertake Oracle EPM implementations with significant internal complexity: competing stakeholder priorities, limited in-house EPM expertise, and implementation partners who may not always align their recommendations with the client's long-term interests. These clients needed an independent advisor who could guide design decisions and hold implementation partners accountable.

Our Approach

Hourglass EPM has served as an independent management consulting resource for large public sector and private sector clients, providing expert guidance before and during Oracle EPM implementations. We work alongside internal teams and implementation partners — not as a replacement, but as a trusted advisor who ensures the right decisions are made at every stage.

Key Outcomes

  • Design and process guidance — advising clients on EPM architecture, dimension design, and business process decisions before and during implementation to avoid costly rework
  • Implementation partner oversight — providing independent review of deliverables, design documents, and milestone sign-offs to ensure partner work meets client requirements
  • Stakeholder alignment — facilitating executive and cross-functional workshops to align finance, IT, and operations on EPM strategy and priorities
  • Risk identification — surfacing design gaps, scope risks, and technical debt early in the engagement lifecycle, before they become project failures

Enterprise Data Management

Energy Clients in Generation, Transmission, and Power Administration Strengthen Data Governance with Oracle EDM

Energy & Utilities

Multi-client

Energy sector engagements

Governed

Master data across systems

Audit-ready

Compliance posture

The Challenge

Organizations across energy generation, transmission, and power administration operate in highly regulated environments where data accuracy is not optional. Many of our clients came to us managing dimension hierarchies manually across Oracle EPM and multiple ERP systems — creating audit exposure, inconsistent reporting, and compliance risk with federal and cooperative reporting requirements.

Our Approach

Hourglass EPM has implemented Oracle Enterprise Data Management (EDM) across multiple energy sector clients, establishing governed, auditable master data environments tailored to the reporting and compliance demands of the industry. Each engagement addressed the specific data management challenges of generation, transmission, and power cooperative operations.

Key Outcomes

  • Government compliance and reporting — structured dimension hierarchies and audit trails supporting FERC, RUS, and other federal regulatory reporting requirements
  • Power cooperative reporting — standardized chart-of-accounts and cost center governance aligned to cooperative reporting standards and member allocation models
  • Enterprise data management best practices — approval workflows, versioning, and automated synchronization across Oracle EPM, ERP, and downstream systems
  • Reduced audit exposure through a single source of truth for all dimension and hierarchy changes

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