Generated by All in One SEO Pro v4.9.10, this is an llms-full.txt file, used by LLMs to index the site. # James & Monroe Oracle EPM/ERP and Onestream Consulting ## Posts ### [Blog](https://jamesandmonroe.com/insights/blog/) **Published:** August 4, 2019 **Author:** Richard Philipson **Content:** # INSIGHTS Expert articles, Oracle Cloud updates, and press releases from James & Monroe. [HOME](/home/)›[INSIGHTS](/insights/)›BLOG ### BLOG J&M Blog discussing Technical and Non-technical areas of interest in the CPM/EPM/ERP Space. ##### Find us here - [Link to Facebook](https://www.facebook.com/JamesandMonroe/) - [Link to X](https://twitter.com/jamesandmonroe) - [Link to LinkedIn](https://www.linkedin.com/company/james-&-monroe/) --- ### Stay Informed — Subscribe to J&M Insights Get expert Oracle EPM and ERP analysis, quarterly Cloud release highlights, and exclusive J&M events and webinars delivered directly to your inbox. [Subscribe to J&M Insights](/subscribe/) and stay ahead in Oracle Cloud. --- ## Pages ### [Splash](https://jamesandmonroe.com/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** [StarStarExplore Our Solutions](https://jamesandmonroe.com/solutions "Explore Our Solutions") [StarStarExplore Our Services](https://jamesandmonroe.com/services "Explore Our Services") [StarStarMeet our Team](https://jamesandmonroe.com/about-us/management-team/ "Meet our Team") # OneStream · Oracle EPM · Oracle ERP Cloud · NetSuite ## The Region’s Most Trusted *Consulting Partner* ### James & Monroe (J&M) is a trusted consulting partner specialising in OneStream Corporate Performance Management (CPM), Oracle Enterprise Performance Management (EPM), and Oracle Enterprise Resource Planning (ERP). We help organisations modernise finance, improve decision‑making, and deliver measurable outcomes through disciplined delivery and long‑term partnership **80+**Active Support Clients **21**YEARS OF DELIVERY **90+**CERTIFIED CONSULTANTS **2000+**SUCCESSFUL IMPLEMENTATIONS **100+**CLIENTS LAST YEAR ### OUR SOLUTIONS ## Four Leading Platforms. One Trusted Partner. We implement, migrate, integrate, and support the platforms that leading finance teams rely on across ANZ and Asia. - Right-boldRight-bold #### Oracle EPM Cloud Financial close and consolidation, planning, narrative reporting, and account reconciliation. Certified Oracle partner with 21+ years of EPM delivery. [Learn More ->](https://jamesandmonroe.com/solutions/oracle-cloud-epm/) - Right-boldRight-bold #### OneStream A unified CPM platform replacing multiple disconnected solutions. Authorised OneStream GOLD partner — one of the most experienced in the ANZ region. [Learn More ->](https://jamesandmonroe.com/solutions/onestream-xf/) - Right-boldRight-bold #### Oracle ERP Cloud Oracle Fusion ERP implementation and EPM integration — connecting your enterprise data to your financial performance management platform. [Learn More ->](https://jamesandmonroe.com/solutions/oracle-fusion-erp/) - Right-boldRight-bold #### NetSuite Planning & Budgeting Integrated planning and forecasting for NetSuite customers. Native ERP connection, rapid delivery, and deep product expertise across ANZ. [Learn More ->](https://jamesandmonroe.com/solutions/netsuite-planning-budgeting/) ### WHY JAMES & MONROE ## Specialists, Not Generalists Our [specialist services](https://jamesandmonroe.com/services/) focus on – CPM, EPM, ERP, NetSuite and BI – and we do it better than anyone else in the APAC region. Our consultants average 9 years of product-specific experience - Right-boldRight-bold #### Deep Product Specialisation Oracle Partner 21+ years, OneStream Gold Partner, Keyteach Authorised training partner - Right-boldRight-bold #### Genuine Local Presence 8 offices across Melbourne, Sydney, Auckland, Wellington, Christchurch, Singapore, Malaysia & Mumbai. - Right-boldRight-bold #### Follow-the-Sun Support COPE support coverage across ANZ, Asia, and India time zones — around the clock. - Right-boldRight-bold #### Long-Term Partnerships We retain deep client environment knowledge across years — faster, lower-risk delivery every time. [What Sets Us Apart](https://jamesandmonroe.com/about-us/our-differentiators/) ### OUR ### TECHNOLOGY ### PARTNERS [![Oracle technology partner logo](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-8-1.png "Designer (8)")](https://www.oracle.com/) [![OneStream technology partner logo](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png "Designer (7)")](https://www.onestream.com/) ### OUR LOCATIONS ## Local Expertise. Regional Scale. 5 countries. 8 offices. 90+ certified consultants. Specialist depth with the geographic reach to support enterprise clients wherever they operate. [View All Locations](https://jamesandmonroe.com/about-us/locations/) ### ORGANISATIONS ### WE SUPPORT ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) ![BlueScope](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) ![House of Travel](https://jamesandmonroe.com/wp-content/uploads/2026/04/HouseOfTravel_180x180.png) ![Pepsico](https://jamesandmonroe.com/wp-content/uploads/2026/04/pepsico_180x180.png) ![Orora](https://jamesandmonroe.com/wp-content/uploads/2026/04/orora_180x180.png) ![Iberdrola](https://jamesandmonroe.com/wp-content/uploads/2026/04/iberdrola_180x180.png) ![Brickworks](https://jamesandmonroe.com/wp-content/uploads/2026/04/Brickworks_180x180.png) ![Virbac](https://jamesandmonroe.com/wp-content/uploads/2026/04/Virbac_180x180.png) ![Telix](https://jamesandmonroe.com/wp-content/uploads/2026/04/Telix_180x180.png) ![](https://jamesandmonroe.com/wp-content/uploads/2026/05/Ansell_logo.svg) ### OUR LATEST UPDATES ## Ready to Transform Your Finance Performance? Whether you are evaluating a new [Oracle EPM](https://www.oracle.com/performance-management/) , [Oracle ERP](https://www.oracle.com/erp/) or [OneStream](https://www.onestream.com/) platform, running a complex migration, or looking for reliable long-term support — J&M has the expertise and the team to make it happen. [Get in Touch](https://jamesandmonroe.com/contact-us/) [About James & Monroe](https://jamesandmonroe.com/about-us/) --- ### [Case Studies (listing)](https://jamesandmonroe.com/about-us/our-clients-case-studies/library/) **Published:** June 1, 2026 **Author:** Richard Philipson **Excerpt:** Named Oracle EPM and OneStream engagements across ANZ and Asia, by platform and industry. For the sector context — including work we can't name — see the industry pages. **Content:** [Home](/home/)›[About Us](/about-us/)›[Our Clients & Case Studies](/about-us/our-clients-case-studies/)›Case Studies # Case Studies Named Oracle EPM and OneStream engagements across ANZ and Asia. For sector-specific context — including the work we can’t name — see the industry pages under Our Clients & Case Studies. Each case study covers the starting point, the platform decision, what we delivered and the result. Use the industry pages for the wider picture of our experience in manufacturing, logistics, central government and energy. Region Australia New Zealand Singapore India Platform OneStream Oracle Cloud EPM Oracle EPM (on-prem) Industry Manufacturing & Industrials Energy & Utilities Travel & Transport Retail & Consumer Distribution & Wholesale Food & Beverage Financial Services Government & Public Sector Healthcare & Life Sciences Real Estate & Property Professional Services Technology & Telecom Agriculture & Resources Scale Enterprise Mid-market Showing **115** of 115 engagements Clear filters ![BlueScope Steel](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) OneStreamManufacturing & Industrials ### BlueScope Steel BlueScope is an Australian-headquartered multinational steel manufacturer and a global leader in metal coating and painted steel for building and construction. We delivered OneStream consolidation and reporting across the group. [Read case study →](/about-us/our-clients-case-studies/library/bluescope-steel-onestream-case-study/) OneStreamEnergy & Utilities ### An Australian energy and utilities business Capital and operating planning and consolidation on OneStream. Client confidential OneStreamReal Estate & Property ### A Singapore-based property and real estate group Unified consolidation, planning and reporting on a single OneStream platform. Client confidential OneStreamFood & Beverage ### A New Zealand food and beverage producer Group close, budgeting and forecasting consolidated onto OneStream. Client confidential OneStreamFood & Beverage ### A New Zealand food and beverage producer OneStream consolidation and reporting, replacing fragmented legacy tools. Client confidential OneStreamRetail & Consumer ### An Australian retail and consumer business Group close, budgeting and forecasting consolidated onto OneStream. Client confidential OneStreamEnergy & Utilities ### An Australian energy and utilities business Capital and operating planning and consolidation on OneStream. Client confidential OneStreamEnergy & Utilities ### An Australian energy and utilities business Capital and operating planning and consolidation on OneStream. Client confidential ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) OneStreamDistribution & Wholesale ### Lawrence & Hanson Australia’s most recognised electrical wholesaler, supplying residential, commercial and industrial customers from more than 150 branches since 1886. We delivered a OneStream CPM transformation across consolidation and forecasting. [Read case study →](/about-us/our-clients-case-studies/library/lawrence-hanson-onestream-case-study/) OneStreamTravel & Transport ### A New Zealand transport and logistics operator OneStream consolidation and reporting, replacing fragmented legacy tools. Client confidential OneStreamTechnology & Telecom ### A New Zealand technology and telecommunications business Unified consolidation, planning and reporting on a single OneStream platform. Client confidential OneStreamHealthcare & Life Sciences ### An Australian pharmaceutical manufacturer Unified consolidation, planning and reporting on a single OneStream platform. Client confidential ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) OneStreamLogistics & Transport ### Toll Group Toll is a leading Asia-Pacific provider of integrated logistics, transport and supply-chain services. James & Monroe replaced a fragmented Oracle Hyperion landscape with a single OneStream platform for consolidation, reporting, budgeting and forecasting. [Read case study →](/about-us/our-clients-case-studies/library/toll-group-onestream-case-study/) OneStreamTravel & Transport ### An Australian transport and logistics operator Unified consolidation, planning and reporting on a single OneStream platform. Client confidential OneStreamTravel & Transport ### An Australian transport and logistics operator Group close, budgeting and forecasting consolidated onto OneStream. Client confidential Oracle Cloud EPMReal Estate & Property ### An Indian property and real estate group Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### A New Zealand financial services group Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Indian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Indian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMReal Estate & Property ### An Indian property and real estate group Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMEnergy & Utilities ### An Indian energy and utilities business Capital and operating planning with regulatory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTravel & Transport ### A New Zealand transport and logistics operator Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMRetail & Consumer ### An Indian retail and consumer business Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### An Indian financial services group Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Australian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMRetail & Consumer ### An Indian retail and consumer business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Indian manufacturer Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMHealthcare & Life Sciences ### An Australian healthcare and life-sciences organisation Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### A New Zealand professional services firm Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMRetail & Consumer ### A New Zealand retail and consumer business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTechnology & Telecom ### An Indian technology services business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Australian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### An Australian financial services group Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### An Indian communications and professional services firm Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMReal Estate & Property ### A Singapore-based property and real estate group Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMRetail & Consumer ### An Indian retail and consumer business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### An Australian financial services group Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### An Australian government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMGovernment & Public Sector ### An Australian government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMManufacturing & Industrials ### A New Zealand manufacturer Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMHealthcare & Life Sciences ### An Indian pharmaceutical manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMHealthcare & Life Sciences ### An Indian healthcare and life-sciences organisation Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMProfessional Services ### A New Zealand professional services firm Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### An Indian professional services firm Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMRetail & Consumer ### An Indian retail support services business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMReal Estate & Property ### An Indian property and real estate group Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Indian manufacturer Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTravel & Transport ### A New Zealand travel and tourism business Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### A Singapore-based manufacturer Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Australian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMRetail & Consumer ### An Australian consumer wellness business Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFood & Beverage ### An Australian food and beverage producer Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMTechnology & Telecom ### A New Zealand media and broadcasting business Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMHealthcare & Life Sciences ### An Australian healthcare and life-sciences organisation Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMFood & Beverage ### An Australian food and beverage producer Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMGovernment & Public Sector ### A New Zealand government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMRetail & Consumer ### An Indian retail and consumer business Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFood & Beverage ### An Australian food and beverage producer Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMAgriculture & Resources ### A New Zealand agribusiness Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### A New Zealand professional services firm Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMEnergy & Utilities ### A New Zealand energy and utilities business Capital and operating planning with regulatory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### A New Zealand fintech and payments business Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Australian manufacturer Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### An Australian professional services firm Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTechnology & Telecom ### An Australian online employment and technology business Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### A New Zealand manufacturer Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMFinancial Services ### A New Zealand payments business Regulatory, management and statutory reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTechnology & Telecom ### An Indian technology and IT services business Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTravel & Transport ### An Indian transport and logistics operator Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMManufacturing & Industrials ### An Indian manufacturer Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMTechnology & Telecom ### An Indian technology and IT services business Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMGovernment & Public Sector ### An Australian government agency Budgeting and statutory reporting on Oracle Cloud EPM for a public-sector body. Client confidential Oracle Cloud EPMHealthcare & Life Sciences ### An Australian animal-health manufacturer Enterprise planning and financial close on Oracle Cloud EPM. Client confidential Oracle Cloud EPMAgriculture & Resources ### A New Zealand agribusiness Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### An Australian professional services firm Planning, budgeting and consolidation delivered on Oracle Cloud EPM. Client confidential Oracle Cloud EPMProfessional Services ### An Australian professional services firm Statutory consolidation and management reporting on Oracle Cloud EPM. Client confidential Oracle Cloud EPMEnergy & Utilities ### A New Zealand energy and utilities business Capital and operating planning with regulatory reporting on Oracle Cloud EPM. Client confidential Oracle EPM (on-prem)Healthcare & Life Sciences ### A New Zealand healthcare and life-sciences organisation On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Financial Services ### An Indian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Healthcare & Life Sciences ### An Australian healthcare and life-sciences organisation Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### An Australian manufacturer Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Financial Services ### An Australian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Healthcare & Life Sciences ### An Australian healthcare and life-sciences organisation Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Food & Beverage ### An Australian food and beverage producer On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Healthcare & Life Sciences ### A New Zealand healthcare and life-sciences organisation Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### A Singapore-based diversified industrial group On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### An Australian manufacturer On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### An Indian manufacturer Hyperion Financial Management consolidation and reporting. Client confidential Oracle EPM (on-prem)Healthcare & Life Sciences ### An Australian healthcare and life-sciences organisation On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Financial Services ### An Indian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Agriculture & Resources ### An Australian agribusiness Hyperion Financial Management consolidation and reporting. Client confidential Oracle EPM (on-prem)Professional Services ### An Australian professional services firm Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### A New Zealand manufacturer Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Food & Beverage ### A New Zealand food and beverage producer Hyperion Financial Management consolidation and reporting. Client confidential Oracle EPM (on-prem)Food & Beverage ### A New Zealand food and beverage producer Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Real Estate & Property ### An Australian property and real estate group On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Agriculture & Resources ### An Australian agribusiness Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Energy & Utilities ### An Australian energy and utilities business Capital and operating planning on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Financial Services ### An Australian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Government & Public Sector ### An Australian government agency Whole-of-government budgeting and consolidation on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### An Australian manufacturer Oracle Hyperion consolidation and reporting across the group. Client confidential Oracle EPM (on-prem)Financial Services ### An Indian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Agriculture & Resources ### A New Zealand agribusiness On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Manufacturing & Industrials ### A Singapore-based engineering and technology group Hyperion Financial Management consolidation and reporting. Client confidential Oracle EPM (on-prem)Financial Services ### A Singapore-based financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential Oracle EPM (on-prem)Travel & Transport ### An Australian transport and logistics operator Hyperion Financial Management consolidation and reporting. Client confidential Oracle EPM (on-prem)Real Estate & Property ### An Australian property and real estate group On-premise Hyperion planning, close and management reporting. Client confidential Oracle EPM (on-prem)Financial Services ### An Australian financial services group Regulatory and management reporting on Oracle Hyperion. Client confidential No engagements match those filters. ### Talk to us about your CPM environment Oracle EPM, OneStream or NetSuite — tell us what you’re working with and what you need it to do. [Contact J&M](/contact-us/) --- ### [Lawrence & Hanson — OneStream Case Study](https://jamesandmonroe.com/about-us/our-clients-case-studies/library/lawrence-hanson-onestream-case-study/) **Published:** April 8, 2026 **Author:** Richard Philipson **Excerpt:** Lawrence & Hanson partnered with James & Monroe to replace aging Excel-based processes with OneStream, achieving a 67% reduction in budget and forecast cycle time and delivering a unified CPM platform. **Content:** Case Study — OneStream # Lawrence & Hanson Unified Finance Transformation ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/lawrenceandhanson_logo.jpg) 67% Reduction in Budget & Forecast Time 250 Minutes Saved per Data Load 3 Weeks (Down from 9) 1 Unified Platform About the Client ## Lawrence & Hanson Lawrence & Hanson is part of Sonepar, the global market leader in B-to-B distribution of electrical products, solutions, and related services. With over 150 national branches across Australia and New Zealand, Lawrence & Hanson strive to be the wholesaler of choice for knowledge, customer service, digital business solutions, consistent pricing and stock availability. The Challenge ## Manual Processes & an Aging Platform For several years, Lawrence & Hanson relied on an on-premises financial reporting system heavily supplemented by manual Excel calculations. In addition to providing little functionality for forecasting and analysis, their existing version was to become unsupported at the end of 2021. For the Finance Team to support the business’s growth more effectively, it was essential that the new system modernise and streamline their planning and reporting processes, with enhanced “what-if” scenario analysis capability to react quickly to shifts in a fast-moving business environment. ### Business Challenges - On-premises financial reporting system becoming unsupported - Heavy reliance on manual Excel calculations for consolidation and reporting - Limited functionality for forecasting and analysis - Time-consuming and labour-intensive month-end reporting processes - Risk around data quality due to manual Excel-based data manipulation - Need for enhanced scenario analysis capability - Requirement to reduce IT support and network costs The Evaluation ## Finding the Right Platform Lawrence & Hanson undertook a market scan based on a leading analyst organisation’s research and assessment of CPM/EPM applications. A dedicated Evaluation Team defined the key requirements and assessed a short-list of market-leading vendors, surveying each vendor’s current customers to gain insight into the implementation and benefits realisation experience. Key requirements included a platform that could be extended to provide additional value-add capabilities, a move to the Cloud, automation of manual processes, and a significant reduction in Excel-based data manipulation. Once the team saw OneStream in action, it became apparent that this was the best fit for their immediate requirements and offered additional capability to further leverage business value from the investment. “The fact that we can now leverage our data very effectively to drive our consolidation, budgeting and forecasting processes for faster close and more timely reporting for our stakeholders is a significant advantage.” Trevor Childs — Finance Business Partner, Lawrence & Hanson Implementation ## Driving Business Performance with James & Monroe Lawrence & Hanson selected James & Monroe as their implementation partner and is now live with the initial implementation. As part of the implementation, monthly trial balance data is now sourced via automated loads from their ERP, and employee data from the HR system via file-based integration. OneStream functionality has delivered multi-currency consolidation, enhanced management reporting and ad-hoc analysis capability, and planning, budgeting, and forecasting capability. Lawrence & Hanson takes full advantage of Extensible Dimensionality® to facilitate the unique requirements of Region and Branch-level budgeting and leverages predictive capability using historical data to seed the forecasts. By leveraging unique workflow functionality, the effort and time taken to produce budgets and forecasts has been streamlined significantly with a 67% time saving. Scope ## Solutions Delivered ### Financial Close & Consolidation Multi-currency consolidation with automated ERP data loads, delivering near real-time visibility of financial data across Australian and New Zealand operations. ### Budgeting & Forecasting Driver-based forecast modelling with Extensible Dimensionality for Region and Branch-level budgeting, achieving a 67% reduction in cycle time. ### People Planning Integration of HR application data to seamlessly drive key employee-related costs through budgeting and forecasting processes at no additional software cost. Results ## Key Benefits ⚡ 67% reduction in time to produce budgets and forecasts — from 9 weeks down to 3 weeks ⏱ 250 minutes saved per cycle by automating manual data loads from the ERP ☁ Cloud deployment on MS Azure reduced both internal IT and third-party application support costs ⊕ Extensible Dimensionality facilitates unique Region and Branch-level budgeting requirements with seamless roll-up to Sonepar ✓ Pre-defined workflows enable each user to complete their reporting cycle independently with step-by-step quality checkpoints 📊 Enhanced management reporting, ad-hoc analysis, and dashboarding with Excel add-in for actuals/forecast vs. budget reporting “Replacing our old system and the multitude of Excel spreadsheets we needed to use to get things done was challenging, but OneStream provided the platform we needed to do it effectively. Moving to a single, unified platform has changed the way Finance operates for the better.” Trevor Childs — Finance Business Partner, Lawrence & Hanson What’s Next ## Extending the Solution Lawrence & Hanson has a solid foundation for future initiatives to extend the value of their investment. Areas under consideration include further automation of reporting processes, additional forecast scenarios, and expanded use of predictive analytics capabilities to drive better business outcomes. “There are many areas I can see that are going to be faster for us and that will drive better outcomes for our business. We also have a solid foundation for future initiatives to extend the value of our investment. For us, OneStream was the right choice.” Implementation Partner ## James & Monroe Since 2004, James & Monroe have provided Advisory, Solution Design, Implementation and Support services for Corporate Performance Management platforms across Australia, New Zealand, and Asia. [Get in Touch →](https://jamesandmonroe.com/contact-us/) --- ### [BlueScope Steel — OneStream Case Study](https://jamesandmonroe.com/about-us/our-clients-case-studies/library/bluescope-steel-onestream-case-study/) **Published:** April 10, 2026 **Author:** Richard Philipson **Excerpt:** BlueScope Steel partnered with James & Monroe to replace a legacy Oracle Hyperion environment with OneStream XF, unifying financial consolidation across 27 integrated ERPs and achieving 45% faster consolidation for 16,500 people globally. **Content:** Case Study — OneStream # BlueScope Steel Modernising and Streamlining Finance Operations with OneStream ![BlueScope Steel](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_Logo.svg.png) 45% Faster Consolidation 27 ERPs Integrated 16,500 People Globally 1 Unified Platform About the Client ## BlueScope Steel Limited BlueScope Steel Limited is an Australian-headquartered multinational company specialising in steel manufacturing, with origins tracing back to 1875. A global leader in metal coating and painting steel products for the building and construction industries, BlueScope provides vital components for houses, buildings, structures, vehicles and more. With approximately 16,500 people across over 160 sites in Australia, Asia, North America, New Zealand and the Pacific Islands, BlueScope is focused on innovation in steel solutions for sustainability and efficiency. The Challenge ## Reducing Complexity and Unlocking Finance Team Value BlueScope’s consolidation processes were highly manual, requiring data from 27 ERPs along with additional Excel-based data collection. A review of their legacy Oracle HFM application was driven by expanding key person risks, stagnant data maturity and a need to reduce the costs of technical debt associated with their complex IT environment. ### Business Challenges - Highly manual consolidation processes pulling data from 27 ERPs and Excel-based collection - Expanding key person risks and stagnant data maturity across the finance function - Growing technical debt and complexity in the IT environment driving up support costs - Need for more efficient close and consolidation, planning and forecasting — particularly for a rapidly growing North American business - New requirements for tax provisioning, OECD Pillar 2 and Country-by-Country reporting, and expanding ESG data collection The Evaluation ## A Rigorous, Evidence-Based Selection Process BlueScope’s project team completed a comprehensive evaluation of multiple CPM and consolidation tools. The team undertook ASX peer discussions on best practice CPM use, compiled detailed user requirements with a third-party consultant and performed formal functional testing of multiple platforms to ensure they were fit-for-purpose. A formal Capital Business Case evaluation confirmed the initiative’s objectives and the benefits targeted for delivery. OneStream was selected on the strength of its platform and system design — particularly the ability to extend dimensions from Group to Business Unit levels and the value of a single multi-function platform. “We completed system landscape mapping, detailed business requirements, a data strategy, talked to ten peer businesses on structure and successes with EPMs. OneStream was selected due to platform and system design. Our implementation went very smoothly, taking approximately 12 months. The J&M team have been outstanding, and we formed a strong partnership.” Shannon Waters — Group Risk & Finance Transformation, BlueScope Implementation ## Lift and Shift with Progressive Enhancement J&M worked with BlueScope to implement OneStream based on BlueScope’s preferred approach — a Lift and Shift of the stable base consolidation from HFM, enabling new OneStream functionality throughout the build where it made sense to the business, and identifying opportunities to leverage additional platform capabilities in future phases. This approach helped BlueScope quickly realise the immediate benefits needed from OneStream while positioning the organisation to efficiently leverage the platform’s inherent capabilities across the CPM spectrum for additional business value moving forward. The implementation was completed in approximately 12 months, including four parallel runs with no issues at go-live. Scope ## Solutions Delivered ### Financial Consolidation Full replacement of legacy HFM Close and Consolidation with the OneStream platform, integrating data from 27 ERPs across global operations. ### Management Reporting Unified reporting environment delivering significant improvements in accuracy and timeliness across all business units. ### Planning & Forecasting Integrated budgeting and forecasting with strong forecast flexibility, including simple setting changes for multi-year business planning. ### Tax — CbCR & Pillar 2 Country-by-Country Reporting and OECD Pillar 2 compliance built on the unified OneStream data model. ### ESG Data Collection Materially enhanced and automated ESG reporting, including rebasing of FY18–24 historical data within OneStream. Results ## Key Benefits ⏱ **45% faster consolidation** — Full actual month-end consolidation time cut nearly in half, with forecast seeding via dashboard reduced from 5 hours to approximately 5 minutes. ⚙ **System controls and governance** — Workflow, validation checks, certification processes and the ability to push workflow to site level, driving data and process ownership across business units. ☁ **Reduced IT costs** — Moving to the Cloud significantly reduced internal IT, third-party support and network costs while rationalising the system architecture. ⊕ **Unified platform for growth** — A single environment for consolidation, planning, ESG, tax, reporting and analysis — with a clear roadmap for Account Reconciliation, ERP automation and Sensible AI. “The OneStream platform has a lot of functionality, and it was important to spend time understanding it technically and developing a considered functionality roadmap. The similarities to HFM make transition easy and OneStream functionality can be built upon progressively — it has been a step change from the stagnant functionality of HFM.” Shannon Waters — Group Risk & Finance Transformation, BlueScope What’s Next ## Extending the Platform BlueScope is evaluating additional initiatives to extend their investment in OneStream. Work is under way to evaluate OneStream’s Account Reconciliations solution and the automation of ERP data integration across global operations. BlueScope is also investigating potential future implementation of capabilities such as OneStream’s Sensible AI. Implementation Partner ## James & Monroe Since 2004, James & Monroe have provided Advisory, Solution Design, Implementation and Support services for Corporate Performance Management platforms across Australia, New Zealand, and Asia. [Get in Touch →](https://jamesandmonroe.com/contact-us/) --- ### [Toll Group — OneStream Case Study](https://jamesandmonroe.com/about-us/our-clients-case-studies/library/toll-group-onestream-case-study/) **Published:** April 8, 2026 **Author:** Richard Philipson **Excerpt:** Toll Group worked with James & Monroe to consolidate a fragmented Oracle Hyperion landscape into a single OneStream platform, unifying financial reporting across 50 countries and 20,000+ team members. **Content:** Case Study — OneStream # Toll Group Unified Finance Transformation ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/Toll_Group_idL_JHGvN7_1.svg) [Download PDF Version](https://jamesandmonroe.com/wp-content/uploads/2026/03/CS22-TollGroup.pdf) 50 Countries 20,000+ Team Members 1,200 Operating Sites 1 Unified Platform About the Client ## Toll Group Toll Group, part of Japan Post, is a logistics, distribution and freight forwarding business with dual headquarters in Melbourne and Singapore. With approximately 20,000 team members supporting more than 20,000 customers worldwide, Toll operates across 1,200 sites in 50 countries with an Asia Pacific focus and a forwarding network spanning 150 countries. The Challenge ## A Fragmented, Costly Finance Landscape Toll Group’s previous Oracle Hyperion and EPM Cloud environment — covering financial close, consolidation, reporting, budgeting and forecasting — had become complex, fragmented and expensive to maintain. With Oracle ending support for their existing Hyperion version, Toll needed a fundamentally better approach across all business units. Their objective was clear: handle the statutory consolidation and reporting process for all legal entities through a single group team in a single system, improving governance, compliance oversight and results analysis while freeing divisional teams to focus on internal budgeting, forecasting and local reporting. ### Business Challenges - Oracle Hyperion and EPM Cloud landscape was complex, fragmented and costly to maintain - Oracle support for the existing Hyperion version was ending - Business units lacked integration and needed a streamlined approach - Group governance and oversight on compliance activities was not up to par - Time-consuming and error-prone month-end reporting process - Divisional teams needed resources to focus on internal budgeting, forecasting and reporting - Too many integrations and data mapping points adding complexity The Evaluation ## Finding the Right Platform Toll Group needed a low-risk approach and undertook a market scan to investigate alternatives. Key requirements included a common consolidation and reporting platform across the entire group, a move to the cloud to improve IT security and reduce support costs, and the ability to satisfy Japan Post’s J-SOX internal control requirements. Once the Finance team saw OneStream in action, they recognised that its unified environment for consolidation, statutory reporting, management reporting and analysis could address their key business requirements. With the assistance of James & Monroe, Toll realised that OneStream could satisfy both their immediate group statutory needs and their budgeting and forecasting requirements. OneStream allows us to seamlessly roll-up our business units financial data to the group level. The unified platform and the budgeting and forecasting enhancements OneStream facilitated mean that each subsidiary can model their budget at the level of detail required for their subsidiary and make the results immediately available to Group Finance. Peter Smith — Group Finance Manager, Toll Group Implementation ## Implementing Intelligent CPM with James & Monroe Toll Group selected James & Monroe as their OneStream implementation partner based on J&M’s 18+ years of experience in developing corporate performance management solutions for some of Australia’s largest organisations. In the first phase, Toll migrated all financial consolidation, statutory and management reporting, and budgeting and forecasting to the OneStream platform, significantly streamlining finance operations. The team then extended the initial build by implementing a Tax Effective Accounting solution and enhancements to budgeting and forecasting systems — including bottom-up models, guided workflows, FX model scenarios and a Global Logistics customer profitability model. Scope ## Solutions Delivered ### Financial Close & Consolidation Global statutory consolidation across all legal entities on a single platform, with improved governance and compliance oversight. ### Financial & Management Reporting Unified reporting environment replacing fragmented Hyperion and EPM Cloud systems, with standardised reporting via Extensible Dimensionality. ### Budgeting & Forecasting Enhanced budgeting with bottom-up models, guided workflows, FX scenarios and customer profitability modelling across business units. Results ## Key Benefits ✓ Unified environment for consolidation, reporting and analysis across all business units and legal entities ↗ Significant improvement in the accuracy and timeliness of financial reporting ☁ Cloud deployment on Microsoft Azure reduced both internal IT and third-party application support costs ⊕ Extensible Dimensionality standardises reporting, budgeting and forecasting across the group ⚡ Elimination of massive manual data handling in Excel through automated data loads and improved data quality ⚙ Ability to satisfy Japan Post’s J-SOX internal control requirements on a single compliant platform In our early discussions with James & Monroe and OneStream, it became clear that they understood the challenges we were facing in Group Finance. The team of Toll, J&M and OneStream met every challenge along the way, including effectively handling issues with historical data exposed by the implementation, coordinating the vision and efforts of our geographically dispersed business units, and laying a solid foundation for future initiatives. Peter Smith — Group Finance Manager, Toll Group What’s Next ## Extending the Solution Toll is evaluating additional initiatives to extend their investment, both in the core OneStream application and through OneStream’s MarketPlace solutions. Current work includes a pilot of OneStream’s Account Reconciliations & Transaction Matching MarketPlace solutions, with potential future implementation of Cash Planning, Treasury schedules and registries, and tax compliance reporting. Implementation Partner ## James & Monroe Since 2004, James & Monroe have provided Advisory, Solution Design and Development, Application Support and Education services to customers across both government and private sector. With offices in Auckland, Melbourne, Mumbai, Wellington, Singapore and Sydney, J&M employs over 70 full-time product-specific experts. [Get in Touch →](https://jamesandmonroe.com/contact-us/) --- ### [Energy & Utilities](https://jamesandmonroe.com/about-us/our-clients-case-studies/energy-utilities/) **Published:** June 1, 2026 **Author:** Richard Philipson **Excerpt:** Regulated asset-base reporting, decade-long capital planning and ESG disclosure for electricity networks, generation, fuel retail and water — including recent OneStream work. **Content:** [Home](/home/)›[About Us](/about-us/)›[Our Clients & Case Studies](/about-us/our-clients-case-studies/)›Energy & Utilities # Oracle EPM & OneStream for Energy & Utilities Regulated asset bases, capital plans measured in decades, and ESG disclosure moving from voluntary to mandatory. We’ve built finance systems across electricity networks, generation, fuel retail and water — and our most recent utility work has been on OneStream. [Manufacturing & Industrials](/about-us/our-clients-case-studies/manufacturing-industrials/) [Logistics & Transport](/about-us/our-clients-case-studies/logistics-transport/) [Central Government & Public Sector](/about-us/our-clients-case-studies/public-sector/) [Energy & Utilities](/about-us/our-clients-case-studies/energy-utilities/) Utilities carry a finance problem most sectors don’t: a regulated asset base, capex and opex split under a regulator’s eye, capital projects planned over decades, and emissions reporting that is fast becoming a statutory obligation. The planning horizon is long and the scrutiny is external. We’ve built for it across the sector. 8+ energy & utilities businesses across ANZ and Asia 3 recent OneStream implementations for electricity utilities & generation 6 sub-sectors: electricity networks, generation, renewables, fuel retail, gas infrastructure, water & waste Your close & planning problems #### Regulated asset base Capex and opex split and reported under regulatory scrutiny, with the asset base driving both the numbers and the determinations. #### Decade-long capital planning Multi-year capital project and network planning, where unit-cost and asset-level detail matter as much as the annual budget. #### Consolidation across the value chain Generation, networks, retail and corporate entities consolidating into one group result, often across more than one accounting standard. #### ESG & emissions reporting Emissions and sustainability disclosure shifting from voluntary to mandatory, and needing the same rigour as the financial close. A typical solution shape ##### Source systems - ERP & works management - Asset & capital project data - Emissions & volume data › ##### OneStream / Oracle EPM - Capital project & long-horizon planning - Consolidation & close across the value chain - ESG / emissions reporting & planning › ##### Outputs - Regulatory submissions - Board reporting - ESG disclosures One platform carries the capital plan, the group close and ESG reporting — the shape behind our recent OneStream utility implementations. What we’ve delivered Our energy and utilities clients span electricity distribution networks, hydro and renewable generation, fuel retail, gas infrastructure, water and waste across Australia, New Zealand and India. The most recent work has been OneStream business-planning and consolidation implementations for electricity utilities and generators; longer-standing relationships run on Oracle Hyperion and FCCS. None can be named here. OneStream · Electricity network### An electricity distribution network A OneStream business-planning platform implemented from a pre-implementation engagement through to enhancements and ongoing support. Client confidential OneStream · Generation### A hydro generator A OneStream implementation for a hydro-electric generator, replacing legacy planning and consolidation. Client confidential Oracle EPM · Renewables / retail### A renewables & fuel-retail group Multi-year HFM and FCCS consolidation and forecast reporting for energy retail and renewable generation businesses. Client confidential ### Related solutions & reading - [OneStream Planning, Budgeting & Forecasting](/solutions/onestream/planning-budgeting-forecasting/) - [OneStream Financial Close & Consolidation](/solutions/onestream/financial-close-consolidation/) - [OneStream ESG Reporting & Planning](/solutions/onestream/esg-reporting-planning/) - [Oracle Cloud EPM Consolidation & Close](/solutions/oracle-cloud-epm/financial-consolidation-close/) - [Reporting & Analytics](/solutions/onestream/reporting-analytics/) - [Training & Education](/services/training-education/) ### Planning a regulated asset base over decades? From capital planning to ESG disclosure, we’ve built utility finance on OneStream and Oracle EPM. Tell us your regulatory and reporting model. [Contact J&M](/contact-us/) --- ### [Central Government & Public Sector](https://jamesandmonroe.com/about-us/our-clients-case-studies/public-sector/) **Published:** June 1, 2026 **Author:** Richard Philipson **Excerpt:** Appropriations budgeting, whole-of-government consolidation and statutory reporting — over twenty years across NZ central government and Australian state and local government. **Content:** [Home](/home/)›[About Us](/about-us/)›[Our Clients & Case Studies](/about-us/our-clients-case-studies/)›Central Government & Public Sector # Oracle EPM & OneStream for Central Government & Public Sector Public-sector finance doesn’t behave like commercial finance, and most EPM consultancies have never had to learn the difference. We have — over twenty years of work across New Zealand central government and Australian state and local government. Some of those engagements are current and some have run their course; the knowledge stays, and we can back it up when you ask. [Manufacturing & Industrials](/about-us/our-clients-case-studies/manufacturing-industrials/) [Logistics & Transport](/about-us/our-clients-case-studies/logistics-transport/) [Central Government & Public Sector](/about-us/our-clients-case-studies/public-sector/) [Energy & Utilities](/about-us/our-clients-case-studies/energy-utilities/) A government budget is built against appropriations, not a commercial P&L. Departments and Crown entities consolidate under public-sector accounting standards to deadlines that don’t move, forecasts run for years rather than a single cycle, and the workforce is the largest line on the page. We’ve worked inside these problems for over a decade — quietly, because most of it can’t be named. 20+ yrs delivering EPM across ANZ public sector, 2004 to today 100+ public-sector projects delivered, directly and through partner-led programmes 15+ government & Crown-entity organisations, current and past Where we’ve worked Over two decades we’ve worked across **New Zealand central government** — departments and Crown entities spanning revenue, customs, social development, housing and urban development, environmental regulation, education, natural-hazards cover and accident compensation — and across an **Australian state treasury**, state justice and emergency-services agencies, and **city and regional councils** on both sides of the Tasman. We’ve delivered both directly and as the EPM specialist inside partner-led programmes for the major consultancies. Some of these are current engagements; others have run their course. Either way the institutional knowledge sits with us, and we can speak to the specifics of public-sector close, budgeting and reporting when you ask. Your close & planning problems #### Appropriations, not P&L Budgets built and tracked against Votes and appropriations, with the discipline that the Estimates and multi-year forward forecasts demand — not commercial planning with a public-sector label. #### Whole-of-government consolidation Departments and Crown entities rolling up under public-sector accounting standards (PBE IPSAS) to fixed reporting and Treasury deadlines. #### Workforce as the biggest line Large-headcount FTE and workforce planning, where personnel is the dominant cost and the hardest forecast to get right. #### Many systems, no common chart Heterogeneous agency finance and HR systems with no shared chart of accounts, mapped to a single reporting structure. A typical solution shape ##### Agency systems - Finance & HR / payroll systems - Oracle & SAP ERP - No common chart of accounts › ##### Oracle EPM / OneStream - Appropriations & forward-estimates budgeting - Whole-of-government / Crown consolidation - Workforce & FTE planning › ##### Outputs - Statutory & Treasury reporting (PBE IPSAS) - Estimates & budget papers - Agency dashboards Agency systems map to a unified reporting chart; one platform carries budgeting, consolidation and workforce planning through to statutory output. What we’ve delivered The engagements below are described by type. The clients are real and the work spans current and past programmes; confidentiality is why they aren’t named. Oracle EPM · NZ central government### A national agency — decade-long EPM programme From an initial Hyperion Planning build to a multi-year programme of appropriations budgeting, forecasting and statutory reporting, run as successive delivery increments over more than ten years. Client confidential Oracle EPM · AU state government### A state treasury — whole-of-government budgeting Operating and supporting a state treasury’s budget and consolidation platform, including supplementary returns from agencies and a supporting data-warehouse programme. Client confidential Local government### A major council — planning & consolidation Long-running consolidation, capital and activity planning and cost allocation for a large metropolitan council, including a move from on-premise Hyperion to cloud planning. Client confidential ### Related solutions & reading - [Oracle Cloud EPM Planning](/solutions/oracle-cloud-epm/planning/) - [Consolidation & Close](/solutions/oracle-cloud-epm/financial-consolidation-close/) - [Strategic Workforce Planning](/solutions/oracle-cloud-epm/strategic-workforce-planning/) - [Narrative Reporting](/solutions/oracle-cloud-epm/narrative-reporting/) - [OneStream Planning & Budgeting](/solutions/onestream/planning-budgeting-forecasting/) - [Training & Education](/services/training-education/) ### Budgeting against appropriations, not a P&L? We understand Votes, forward estimates, Crown consolidation and workforce planning — from twenty years inside ANZ public-sector finance. Ask us anything. [Contact J&M](/contact-us/) --- ### [Logistics & Transport](https://jamesandmonroe.com/about-us/our-clients-case-studies/logistics-transport/) **Published:** June 1, 2026 **Author:** Richard Philipson **Excerpt:** One platform for consolidation, reporting and forecasting across hundreds of logistics sites and many countries — the work behind our Toll Group engagement. **Content:** [Home](/home/)›[About Us](/about-us/)›[Our Clients & Case Studies](/about-us/our-clients-case-studies/)›Logistics & Transport # Oracle EPM & OneStream for Logistics & Transport Logistics finance lives across hundreds of sites and many countries. We replace fragmented legacy systems with one platform for consolidation, reporting and forecasting — the work behind our Toll Group engagement. [Manufacturing & Industrials](/about-us/our-clients-case-studies/manufacturing-industrials/) [Logistics & Transport](/about-us/our-clients-case-studies/logistics-transport/) [Central Government & Public Sector](/about-us/our-clients-case-studies/public-sector/) [Energy & Utilities](/about-us/our-clients-case-studies/energy-utilities/) Transport and logistics operators carry a finance problem of scale: many operating sites, many countries, thin margins, and a legacy of systems inherited through acquisition. The close drags because the data is fragmented, and planning is hard when volumes drive everything. We’ve unified exactly this — and we’ve supported transport finance in the region since the mid-2000s. 50 countries unified on one platform for Toll Group 1,200 operating sites consolidated in that programme 8+ logistics, freight, aviation and transport-infrastructure operators Your close & planning problems #### Consolidation across sites and borders Hundreds of operating sites across many countries and currencies, often inherited through acquisition, with no single version of the group result. #### Fragmented legacy finance systems A patchwork of ledgers and a legacy Hyperion or spreadsheet consolidation that no longer keeps pace with the business. #### Volume-driven planning Network, lane and volume models where the operational drivers, not the GL, decide the forecast. #### Thin-margin visibility Margins that demand fast, reliable reporting by site, lane and business unit, not a month-end scramble. A typical solution shape ##### Source systems - Multiple ledgers & ERPs - Site- and lane-level data - Volume & operational feeds › ##### OneStream - Single consolidation across countries & sites - Volume-driven planning & forecasting - Reporting by site, lane & unit › ##### Outputs - Group & statutory reporting - Site / lane dashboards - Rolling forecasts One platform replaces the fragmented legacy landscape — the shape behind the Toll Group transformation. What we’ve delivered Our logistics and transport work is anchored by **Toll Group**, alongside global supply-chain operators, freight forwarders and aviation-services businesses across Australia, New Zealand and India. Several can’t be named here. OneStream · Logistics### Toll Group Replaced a fragmented Oracle Hyperion landscape with a single OneStream platform for consolidation, reporting, budgeting and forecasting across 50 countries and 1,200 sites. [Read case study →](/about-us/our-clients-case-studies/toll-group-onestream-case-study/) Supply chain### A global supply-chain operator Group consolidation and forecasting across a multi-country supply-chain business. Client confidential Freight & aviation### Freight & aviation-services finance Unified reporting and planning for freight-forwarding and aviation-services operators. Client confidential ### Related solutions & reading - [OneStream Financial Close & Consolidation](/solutions/onestream/financial-close-consolidation/) - [OneStream Planning, Budgeting & Forecasting](/solutions/onestream/planning-budgeting-forecasting/) - [OneStream Reporting & Analytics](/solutions/onestream/reporting-analytics/) - [Financial Data Quality & Integration](/solutions/onestream/financial-data-quality-integration/) - [Toll Group case study](/about-us/our-clients-case-studies/toll-group-onestream-case-study/) - [Training & Education](/services/training-education/) ### Finance fragmented across sites and borders? We’ve unified logistics finance at global scale. Tell us what your landscape looks like. [Contact J&M](/contact-us/) --- ### [Manufacturing & Industrial](https://jamesandmonroe.com/about-us/our-clients-case-studies/manufacturing-industrials/) **Published:** June 1, 2026 **Author:** Richard Philipson **Excerpt:** Multi-entity consolidation, intercompany eliminations and capital-heavy planning for steel, packaging, building-products, dairy, chemicals and pharma manufacturers. **Content:** [Home](/home/)›[About Us](/about-us/)›[Our Clients & Case Studies](/about-us/our-clients-case-studies/)›Manufacturing & Industrials # Oracle EPM & OneStream for Manufacturing & Industrials Multi-entity consolidation, intercompany eliminations at scale, standard costing and capital-heavy planning. We’ve built finance systems for steel, packaging, building products, cement, dairy, chemicals and pharmaceutical manufacturers across Australia, New Zealand and Asia. [Manufacturing & Industrials](/about-us/our-clients-case-studies/manufacturing-industrials/) [Logistics & Transport](/about-us/our-clients-case-studies/logistics-transport/) [Central Government & Public Sector](/about-us/our-clients-case-studies/public-sector/) [Energy & Utilities](/about-us/our-clients-case-studies/energy-utilities/) Manufacturing is the sector we’ve worked in most, and the longest. Some of these relationships go back to 2004 and are still running. A manufacturer’s close is not a services firm’s close: dozens of legal entities and plants, intercompany trading that has to net to zero, standard costing that finance can rarely see clearly, and a capital plan that dwarfs the operating budget. We start from those problems, not from a platform demo. 25+ manufacturing & industrial clients across ANZ and Asia 20+ yrs on our longest-running manufacturing relationships 8 sub-sectors: steel, packaging, building products, cement, dairy, chemicals, pharma, consumer goods Your close & planning problems #### Consolidation across many entities Multiple legal entities, plants and currencies rolling up under more than one accounting standard, with intercompany eliminations that have to net to zero every period. #### Costing finance can’t see Standard costing, variances and product or plant profitability stranded in the ERP and never surfaced in a form the finance team can plan against. #### Capital-heavy planning Asset-level capital plans and volume × price driver models per plant, where the capex view matters as much as the P&L. #### Many source systems SAP, Oracle and Dynamics feeding a slow, manual close, with no common chart of accounts across the group. A typical solution shape ##### Source systems - SAP / Oracle ERP / Dynamics - Multiple entities & plants - Costing & volume data › ##### OneStream / Oracle EPM - Consolidation — IC elimination, FX, multi-GAAP - Driver-based planning & capex - Product / plant profitability › ##### Outputs - Board & statutory reporting - Plant dashboards - Forecast vs actual Validated, mapped source loads feed a single platform for close, planning and profitability — the same pattern whether the engine is OneStream or Oracle Cloud EPM. What we’ve delivered Our manufacturing clients include **BlueScope Steel**, alongside global packaging manufacturers, building-products groups, a national dairy co-operative, cement and carbon producers, and pharmaceutical and consumer-goods makers across Australia, New Zealand and India. Many can’t be named here; the depth is real either way. OneStream · Manufacturing### BlueScope Steel OneStream consolidation and reporting for an Australian-headquartered multinational steel manufacturer and global leader in metal coating and painted steel. [Read case study →](/about-us/our-clients-case-studies/bluescope-steel-onestream-case-study/) Building products### A building-products group Group consolidation and driver-based planning across multiple manufacturing entities and brands. Client confidential Packaging### A global packaging manufacturer Multi-entity, multi-currency close and plant profitability on a single platform. Client confidential ### Related solutions & reading - [OneStream Financial Close & Consolidation](/solutions/onestream/financial-close-consolidation/) - [OneStream Planning, Budgeting & Forecasting](/solutions/onestream/planning-budgeting-forecasting/) - [Oracle Cloud EPM Consolidation & Close](/solutions/oracle-cloud-epm/financial-consolidation-close/) - [Profitability & Cost Management](/solutions/oracle-cloud-epm/profitability-cost-management/) - [HFM: VBScript-to-BSL consolidation rules](/blog/hfm-vbscript-bsl-consolidation-rules/) - [Training & Education](/services/training-education/) ### Closing the books on a manufacturer’s timetable? Tell us where consolidation, costing or capital planning is stuck. We’ve almost certainly seen it in your sub-sector. [Contact J&M](/contact-us/) --- ### [Our Clients & Case Studies](https://jamesandmonroe.com/about-us/our-clients-case-studies/) **Published:** March 31, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM, OneStream and NetSuite for finance teams across Australia, New Zealand and Asia since 2004 — in manufacturing, logistics, government and energy. **Content:** [Home](/home/)›[About Us](/about-us/)›Our Clients & Case Studies # Our Clients & Case Studies James & Monroe has implemented Oracle EPM, OneStream and NetSuite for finance teams across Australia, New Zealand and Asia since 2004 — in manufacturing, logistics, central government and energy. We know each sector’s close and planning problems, not just the platforms that solve them. [Manufacturing & Industrials](/about-us/our-clients-case-studies/manufacturing-industrials/) [Logistics & Transport](/about-us/our-clients-case-studies/logistics-transport/) [Central Government & Public Sector](/about-us/our-clients-case-studies/public-sector/) [Energy & Utilities](/about-us/our-clients-case-studies/energy-utilities/) [All Case Studies](/about-us/our-clients-case-studies/library/) A specialist consultancy is worth more when it also knows your industry — and worth more again when it has known it for twenty years. The close that a global steel manufacturer runs is not the close a revenue agency runs, and a logistics operator’s planning model looks nothing like a utility’s capital plan. We’ve built all of them, several since 2004, so the design starts from your problem rather than a generic template. Who We Work With 🏭 ### Manufacturing & Industrials Multi-entity consolidation, intercompany eliminations at scale, standard costing and capital-heavy planning — for steel, building products, packaging and industrial manufacturers. [Explore →](/about-us/our-clients-case-studies/manufacturing-industrials/) 🚚 ### Logistics & Transport Unifying finance across many operating sites and countries — replacing fragmented legacy systems with a single consolidation, reporting and forecasting platform. [Explore →](/about-us/our-clients-case-studies/logistics-transport/) 🏛 ### Central Government & Public Sector Deep experience across New Zealand central government — appropriations budgeting, whole-of-government consolidation, statutory reporting and workforce planning under fixed deadlines. [Explore →](/about-us/our-clients-case-studies/public-sector/) ⚡ ### Energy & Utilities Regulated asset-base reporting, long-horizon capital planning and ESG disclosure — for generators, networks and retailers across the energy and utilities sector. [Explore →](/about-us/our-clients-case-studies/energy-utilities/) Case Studies A rotating selection of named engagements. Many of our clients — particularly in government and energy — can’t be named publicly; those engagements are described by type within each industry page. ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) ### Toll Group — OneStream Replacing a fragmented Oracle Hyperion landscape with a single OneStream platform across an Asia-Pacific logistics operator. [Read case study →](/about-us/our-clients-case-studies/library/toll-group-onestream-case-study/) ![BlueScope Steel](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) ### BlueScope Steel — OneStream OneStream consolidation and reporting for an Australian-headquartered multinational steel manufacturer. [Read case study →](/about-us/our-clients-case-studies/library/bluescope-steel-onestream-case-study/) ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) ### Lawrence & Hanson — OneStream CPM transformation for Australia’s most recognised electrical wholesaler, with more than 150 branches. [Read case study →](/about-us/our-clients-case-studies/library/lawrence-hanson-onestream-case-study/) [See all case studies →](/about-us/our-clients-case-studies/library/) Trusted Across ANZ & Asia ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) ![BlueScope Steel](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) ![Brickworks](https://jamesandmonroe.com/wp-content/uploads/2026/04/Brickworks_180x180.png) ![Orora](https://jamesandmonroe.com/wp-content/uploads/2026/04/orora_180x180.png) ![Telix Pharmaceuticals](https://jamesandmonroe.com/wp-content/uploads/2026/04/Telix_180x180.png) ![Virbac](https://jamesandmonroe.com/wp-content/uploads/2026/04/Virbac_180x180.png) ![Iberdrola](https://jamesandmonroe.com/wp-content/uploads/2026/04/iberdrola_180x180.png) ![PepsiCo](https://jamesandmonroe.com/wp-content/uploads/2026/04/pepsico_180x180.png) ![House of Travel](https://jamesandmonroe.com/wp-content/uploads/2026/04/HouseOfTravel_180x180.png) ![Toll Group](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) ![BlueScope Steel](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) ![Brickworks](https://jamesandmonroe.com/wp-content/uploads/2026/04/Brickworks_180x180.png) ![Orora](https://jamesandmonroe.com/wp-content/uploads/2026/04/orora_180x180.png) ![Telix Pharmaceuticals](https://jamesandmonroe.com/wp-content/uploads/2026/04/Telix_180x180.png) ![Virbac](https://jamesandmonroe.com/wp-content/uploads/2026/04/Virbac_180x180.png) ![Iberdrola](https://jamesandmonroe.com/wp-content/uploads/2026/04/iberdrola_180x180.png) ![PepsiCo](https://jamesandmonroe.com/wp-content/uploads/2026/04/pepsico_180x180.png) ![House of Travel](https://jamesandmonroe.com/wp-content/uploads/2026/04/HouseOfTravel_180x180.png) ### Talk to us about your CPM environment Whatever your sector, the close and planning problems are specific. Tell us yours. [Contact J&M](/contact-us/) --- ### [OneStream](https://jamesandmonroe.com/solutions/onestream/) **Published:** June 16, 2020 **Author:** usr_jamstaging **Content:** [Home](/home/)›[Solutions](/solutions/)›OneStream # OneStream OneStream brings the financial close, planning, reporting and analysis onto one platform, in place of Hyperion, standalone consolidation tools and the spreadsheets that usually fill the gaps. James & Monroe implements and supports it across Australia, New Zealand and Asia — from a first deployment through to extending and optimising a system you already run. [Close & Consolidation](/solutions/onestream/financial-close-consolidation/) [Planning & Forecasting](/solutions/onestream/planning-budgeting-forecasting/) [Reporting & Analytics](/solutions/onestream/reporting-analytics/) [Data Quality](/solutions/onestream/financial-data-quality-integration/) [Reconciliation & Matching](/solutions/onestream/account-reconciliation/) [AI for Finance](/solutions/onestream/ai-for-finance/) [ESG](/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) OneStream dropped the “XF” name as the platform matured, but the idea behind it is unchanged: one application, one data model, and one set of numbers feeding the close, planning, reporting and reconciliation, rather than separate tools stitched together. That unified model is what we design around, and it is what keeps the system maintainable once we hand it over. OneStream Capabilities 📚 ### Financial Close & Consolidation Automate the close, run multi-entity consolidations, and handle complex ownership, currency and intercompany — with the audit trail finance and external auditors expect. [Learn more →](/solutions/onestream/financial-close-consolidation/) 📈 ### Planning, Budgeting & Forecasting Strategic, financial and operational planning on one model — driver-based, tied back to actuals, and presented in an Excel-style interface your business users already know. [Learn more →](/solutions/onestream/planning-budgeting-forecasting/) 📊 ### Reporting & Analytics Financial, statutory and management reporting from one data set — board books, regulatory filings and self-service dashboards without exporting to spreadsheets first. [Learn more →](/solutions/onestream/reporting-analytics/) 🔗 ### Financial Data Quality & Integration Direct, governed integration to Oracle, SAP, NetSuite and other GL/ERP sources, with drill-back to the underlying transactions and validations that stop bad data at the door. [Learn more →](/solutions/onestream/financial-data-quality-integration/) ✅ ### Account Reconciliation & Transaction Matching Balance-sheet reconciliations and high-volume transaction matching inside the platform, so the close, reconciliation and reporting all run off the same numbers. [Learn more →](/solutions/onestream/account-reconciliation/) 🤖 ### AI for Finance SensibleAI forecasting and OneStream Genesis put machine learning and no-code configuration in the hands of finance — quicker forecasts and less manual model-building. [Learn more →](/solutions/onestream/ai-for-finance/) 🌱 ### ESG Reporting & Planning Scope 1, 2 and 3 emissions, GRI/SASB/ESRS frameworks and ESG targets on the same data model as your financial reporting — sustainability numbers that reconcile to the books. [Learn more →](/solutions/onestream/esg-reporting-planning/) ### Beyond the core platform: the OneStream Solution Exchange OneStream extends through the Solution Exchange — more than 100 solutions from OneStream, its partners and the community that install directly onto the platform: Tax Provision, Lease Accounting, People Planning, Operational and Capital Planning, and more. Because they share the platform’s data model rather than bolting on as separate products, they co-exist without adding technical debt. We help clients choose, configure and run the ones that fit. [Browse the OneStream Solution Exchange →](https://www.onestream.com/solution-exchange/) How We Work We implement OneStream as practitioners. The people who scope your project are the people who configure the consolidation, write the business rules and build the integrations — not a sales layer handing off to someone else. That matters most on the hard parts: complex ownership and currency, intercompany eliminations, and the data integration that decides whether the close runs clean. Where we can, we build on what the platform already provides — its own data management, business rules, dashboards and the Solution Exchange — rather than wrapping it in bespoke code only we understand. The result is a system your own team can own and extend after go-live. We take this on as defined projects: a new OneStream deployment, a migration off Hyperion or a legacy consolidation tool, a single capability such as reconciliation or ESG, or ongoing optimisation of a system you already run. Each piece is scoped to stand on its own, and a good deal of the detail behind it is written up on our [blog](/blog/). ### Thinking about OneStream? Whether you’re moving off Hyperion, replacing spreadsheets, or extending a OneStream system you already run, J&M can help you scope it. [Contact J&M](/contact-us/) --- ### [ESG Reporting & Planning](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream ESG Reporting & Planning Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›ESG REPORTING & PLANNING ### ESG Reporting & Planning Scope 1, 2 and 3 emissions, GRI/SASB/ESRS frameworks and ESG targets on the same data model as your financial reporting. ### Overview OneStream’s ESG Reporting & Planning solution puts sustainability data on the same platform and data model as financial reporting — Scope 1, 2 and 3 emissions, framework-based disclosure (GRI, SASB, ESRS and CSRD), and ESG targets that plan and forecast alongside the financials. James & Monroe is completing its first OneStream ESG implementation, applying the same close-grade controls to ESG data that finance expects of the numbers. Because ESG runs on the financial data model, sustainability figures follow the same workflow and audit trail, reconcile to the books, and can be planned and tracked against targets rather than assembled once a year from spreadsheets. ### What We Deliver #### Scope 1, 2 & 3 emissions Activity data converted to CO2e using standard or custom factors, with carbon intensity tracked alongside financial measures. #### Framework management Pre-defined frameworks such as GRI, SASB and ESRS, with room to add KPIs for CSRD and other reporting obligations. #### ESG planning & targets Forecast ESG KPIs and track progress against targets, the same way you plan and track financial metrics. #### Governed collection & workflow Quantitative and qualitative data collected through guided workflow, with the controls and audit trail of a financial process. ### Why It Matters 🛡️ #### Audit-ready ESG ESG data carries the same controls, workflow and audit trail as the financial close. 🔗 #### Reconciles to financials Sustainability figures sit on the financial data model, so they tie back to the books. 📈 #### Plan, don’t just report Targets are forecast and tracked through the year, not assembled once for disclosure. [ESG Reporting & Planning on OneStream →](https://www.onestream.com/solutions/environmental-social-and-governance-reporting-esg-planning/) #### Related reading & training - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Bringing ESG into finance? We’re delivering our first OneStream ESG implementation now — if you’re scoping ESG reporting and planning, let’s talk. [Contact J&M](/contact-us/) --- ### [AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream AI for Finance — SensibleAI & Genesis Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›AI FOR FINANCE ### AI for Finance SensibleAI forecasting and OneStream Genesis — machine learning and no-code configuration put to work for finance ### Overview OneStream’s AI sits inside the platform rather than alongside it. SensibleAI Forecasting brings machine-learning forecasts to finance — generating and explaining forecasts at scale without a data-science team — and OneStream Genesis adds no-code, click-to-configure building blocks and agentic AI for finance processes. James & Monroe helps clients put these to work on real forecasting and process problems. We focus on where AI earns its place: higher-frequency, lower-effort forecasts that finance can trust and explain, and configuration that lets your team build and adapt models without waiting on IT. ### What We Deliver #### SensibleAI Forecasting Machine-learning forecasts generated and explained inside the platform, at a line-item level finance can stand behind. #### OneStream Genesis No-code, click-to-configure building blocks and micro-functionality that speed up how quickly finance can build and change models. #### Agentic & generative AI Emerging agentic and generative capabilities applied to finance processes, on the same governed platform. #### Tied to the plan & actuals Forecasts run against the planning model and actuals, so AI output lands where finance already works. ### Why It Matters ⚡ #### Faster forecasts Forecasts can run more often with far less manual model-building. 🔍 #### Explainable, not black-box SensibleAI shows the drivers behind a forecast, so finance can defend the numbers. 👥 #### Finance-owned No-code configuration keeps the models in finance’s hands rather than IT’s. [OneStream AI →](https://www.onestream.com/ai/)[OneStream Genesis →](https://www.onestream.com/platform/genesis/) #### Related reading & training - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Curious where AI fits your forecast? If you’re weighing up SensibleAI or Genesis, J&M can help you find where it earns its place. [Contact J&M](/contact-us/) --- ### [Account Reconciliation & Transaction Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream Account Reconciliation & Transaction Matching Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›ACCOUNT RECONCILIATION & TRANSACTION MATCHING ### Account Reconciliation & Transaction Matching Balance-sheet reconciliations and high-volume transaction matching inside OneStream, tied to the close and reported numbers. ### Overview Balance-sheet reconciliations and high-volume transaction matching run inside OneStream, on the same platform as the close — so reconciliations tie to the consolidated numbers rather than living in a separate tool. James & Monroe implements both: account reconciliations with risk rating and workflow, and automated matching for high-volume transactions. Because reconciliation, matching, close and reporting share one data model, items reconcile against the figures that are actually reported, and exceptions surface where finance can act on them. ### What We Deliver #### Account reconciliations Risk-rated reconciliations with preparer and reviewer workflow, certification and supporting documentation held against each account. #### Transaction matching Rules-based automatic matching for high-volume transactions, with unmatched items routed for review. #### Exception management Exceptions and ageing surfaced clearly, so attention goes to the items that actually need it. #### Integrated with the close Reconciliation status feeds the close, so sign-off reflects what has genuinely been reconciled. ### Why It Matters ⚡ #### Faster, cleaner reconciliations Workflow and auto-certification cut the manual effort on low-risk, already-matched accounts. 🤖 #### Fewer manual matches High-volume matching runs on rules, leaving people to handle the genuine exceptions. 🎯 #### Tied to reported numbers Reconciliations sit on the same data as the close, so they reconcile to what is reported. [Account Reconciliation on OneStream →](https://www.onestream.com/solutions/account-reconciliations/)[Transaction Matching on OneStream →](https://www.onestream.com/solutions/transaction-matching/) #### Related reading & training - [How account reconciliation improves finance efficiency →](https://jamesandmonroe.com/blog/how-account-reconciliation-cloud-servicearcs-from-oracle-can-improve-efficiency-of-the-finance-users/) - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Move reconciliations into OneStream? If reconciliation and matching live outside your close, J&M can help you bring them in. [Contact J&M](/contact-us/) --- ### [Financial Data Quality & Integration](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream Financial Data Quality & Integration Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›FINANCIAL DATA QUALITY & INTEGRATION ### Financial Data Quality & Integration Governed integration to Oracle, SAP, NetSuite and Snowflake with drill-back to source — clean, traceable data for the OneStream close. ### Overview OneStream’s data quality and integration sits between your source systems and the application: direct connections to GL and ERP sources, validation that stops bad data before it lands, and drill-back to the original transaction. James & Monroe builds these integrations — to Oracle, SAP, NetSuite, Snowflake and other sources — so the close runs on clean, traceable data. We replace “black box” loads with defined, repeatable processes a business user can run and audit, with drill-back and drill-through from a reported figure all the way to the underlying transaction. ### What We Deliver #### Direct GL/ERP integration Connectors to Oracle, SAP, Microsoft Dynamics, NetSuite and other systems, loading directly rather than through manual extracts. #### Validation & error handling Pre- and post-load checks that quarantine bad data and tell you what failed and why. #### Drill-back & drill-through From a consolidated number back to the journal or transaction in the source system. #### Snowflake & REST/API connectors Cloud data platforms and custom APIs brought in through governed, repeatable pipelines. #### Security in transit Encryption and secure transfer, including PGP, for data moving between systems. ### Why It Matters ✅ #### Trust the numbers Validation stops bad data at the door, so the close isn’t built on figures no one can vouch for. 🧭 #### Traceable to source Drill-back ties every reported figure to the transaction behind it. 🔁 #### No black-box loads Repeatable, business-user-driven processes replace opaque scripts only one person understands. [Financial Data Quality Management on OneStream →](https://www.onestream.com/solutions/financial-data-quality-management/) #### Related reading & training - [Building a OneStream-to-SAP Fiori drill-back connector →](https://jamesandmonroe.com/blog/onestream-sap-fiori-drillback-connector/) - [A Snowflake REST API connector for OneStream →](https://jamesandmonroe.com/blog/snowflake-rest-api-connector-onestream/) - [Applying PGP encryption in OneStream →](https://jamesandmonroe.com/blog/understanding-and-applying-pgp-encryption-in-onestream/) - [Working with OneStream ancillary tables and security →](https://jamesandmonroe.com/blog/onestream-ancillary-tables-security/) - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Data integration holding up your close? If loads and reconciliations are the bottleneck, J&M can help you scope the integration layer. [Contact J&M](/contact-us/) --- ### [Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream Reporting & Analytics Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›REPORTING & ANALYTICS ### Reporting & Analytics Financial, statutory and management reporting and dashboards from a single OneStream data set — OneStream Financial Signaling. ### Overview Financial, statutory and management reporting from one data set — the same numbers that drive the close and the plan, presented as board books, regulatory filings, management packs and self-service dashboards. OneStream now frames this as Financial Signaling: surfacing not just the numbers but the signals in them, in the right format at the right time. James & Monroe builds the reporting layer so finance and operating staff can produce and analyse results without exporting to spreadsheets first — cube views, spreadsheet analysis, dashboards and narrative reporting in the one place. ### What We Deliver #### Financial, statutory & management reporting One platform for board, regulatory and internal management reporting, all reading from the consolidated data. #### Dashboards & analytics Self-service dashboards with drill to detail, so operating staff can answer their own questions without raising a report request. #### Spreadsheet analysis Excel-based analysis and cube views over live data, governed centrally rather than copied into workbooks. #### Narrative & disclosure reporting Reviewed, auditable narrative packages for board and statutory reporting. #### Financial Signaling Guided analytics that surface the movements and signals worth acting on, not just the totals. ### Why It Matters 🕔 #### Right info, right time Reporting and dashboards come straight off live data, not an overnight extract. 🔍 #### One lens on results Financial and operational results sit together, so analysis crosses both without stitching sources. 🛡️ #### Less spreadsheet risk Numbers stay governed in the platform instead of fanning out into uncontrolled workbooks. [Financial Signaling on OneStream →](https://www.onestream.com/solutions/financial-signaling/) #### Related reading & training - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Need reporting that reconciles? If your reporting still ends in spreadsheets, J&M can help you move it onto OneStream. [Contact J&M](/contact-us/) --- ### [Planning, Budgeting & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream Planning, Budgeting & Forecasting Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›PLANNING, BUDGETING & FORECASTING ### Planning, Budgeting & Forecasting Driver-based planning, budgeting and forecasting on one model, tied to actuals and owned by finance — built in OneStream. ### Overview OneStream unifies strategic, financial and operational planning on the same platform and data model as the close, so budgets and forecasts reconcile to actuals without rekeying. James & Monroe builds driver-based planning models that finance owns and business users can work in directly, through a familiar Excel-style interface backed by guided workflow. We connect planning to the rest of the system: actuals flow in from the close, headcount and operational drivers feed the model, and rolling forecasts update each cycle instead of being rebuilt in spreadsheets. ### What We Deliver #### Driver-based planning Models that link operational drivers to financial outcomes, so a change in volume or headcount flows through to the numbers. #### Rolling forecasts & scenarios Multiple versions, what-if scenarios and rolling forecasts run side by side, without spawning spreadsheet copies. #### Workforce & operational planning People planning, capital and operational plans built on the same platform and reconciled to the financial plan. #### Excel & guided workflow The familiarity of Excel for business users, with the governance, security and workflow of a managed application. #### Actuals integration Variance to plan straight from the close data, so plan-versus-actual is one query rather than a reconciliation exercise. ### Why It Matters ⚡ #### Plan with agility Scenarios and rolling forecasts update as the business changes, not after a spreadsheet rebuild. 👥 #### Business-owned models Finance and the business own the models in a familiar interface, instead of depending on IT to make changes. 🔗 #### Tied to actuals Plans sit on the same data as the close, so forecasts and variances reconcile to reported results. [Planning, Budgeting & Forecasting on OneStream →](https://www.onestream.com/solutions/planning-budgeting-forecasting/) #### Related reading & training - [Line-item modelling and save events in OneStream →](https://jamesandmonroe.com/blog/onestream-line-item-modeling-save-events/) - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Rethinking planning? From a first OneStream planning build to extending an existing model, J&M can help you scope it. [Contact J&M](/contact-us/) --- ### [Financial Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** # OneStream Financial Close & Consolidation Implementation, optimisation and support for the OneStream platform across Australia, New Zealand and Asia — financial close and consolidation, planning, reporting, data quality, reconciliation, AI and ESG, delivered by the consultants who build these systems. [Close & Consolidation](https://jamesandmonroe.com/solutions/onestream/financial-close-consolidation/)[Planning & Forecasting](https://jamesandmonroe.com/solutions/onestream/planning-budgeting-forecasting/)[Reporting & Analytics](https://jamesandmonroe.com/solutions/onestream/reporting-analytics/)[Data Quality](https://jamesandmonroe.com/solutions/onestream/financial-data-quality-integration/)[Reconciliation & Matching](https://jamesandmonroe.com/solutions/onestream/account-reconciliation/)[AI for Finance](https://jamesandmonroe.com/solutions/onestream/ai-for-finance/)[ESG](https://jamesandmonroe.com/solutions/onestream/esg-reporting-planning/) ![OneStream](https://jamesandmonroe.com/wp-content/uploads/2026/03/Designer-7-1.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ONESTREAM](https://jamesandmonroe.com/solutions/onestream/)›FINANCIAL CLOSE & CONSOLIDATION ### FINANCIAL CLOSE & CONSOLIDATION Automated close, multi-entity consolidation, currency and intercompany — built in OneStream for complex groups across ANZ and Asia. ### Overview OneStream runs the financial close and consolidation in one application — data loading and validation, currency translation, intercompany eliminations, partial ownership and minority interest, and the reporting that comes off the back of it. James & Monroe builds and supports these consolidations for groups across Australia, New Zealand and Asia, including the multi-currency, multi-GAAP structures that legacy tools struggle with. We focus on the parts that usually cause month-end pain: validations that catch bad data on the way in, currency and intercompany logic that holds up under audit, and a clear trail from a consolidated figure back to the source transaction. ### What We Deliver #### Automated data loading & validation Direct loads from your GL and source systems with pre- and post-load checks, so errors surface before they reach the consolidation rather than during sign-off. #### Multi-currency translation Configurable rate types, historical rates and cumulative translation adjustment, handling multiple reporting currencies and GAAP or IFRS in the one application. #### Intercompany eliminations & matching Eliminations run at consolidation with full transparency, and intercompany mismatches are flagged where finance can chase them down. #### Ownership & minority interest Partial ownership, equity and proportional consolidation, and minority interest calculated correctly for complex group structures. #### Workflow, certification & audit trail Guided close tasks, sign-off and certification, with drill-back from every reported number to its source. ### Why It Matters ⏱️ #### Close faster Automation and validation cut the manual chase, so the close runs to a tighter, more predictable timetable. 🎯 #### One set of numbers The close, planning and reporting all read from the same data, so there is one version of the result. 🔍 #### Audit-ready Controls, workflow and drill-back give finance and external auditors a clear line back to source. [Financial Close & Consolidation on OneStream →](https://www.onestream.com/solutions/financial-close-and-consolidation/) #### Related reading & training - [Migrating HFM consolidation rules to OneStream Business Rules →](https://jamesandmonroe.com/blog/hfm-vbscript-bsl-consolidation-rules/) - [Train your team: OneStream Training →](/services/training-education/onestream-training/) ### Planning a OneStream close? Whether you’re consolidating in OneStream for the first time or tuning an existing close, J&M can help you scope it. [Contact J&M](/contact-us/) --- ### [Technology](https://jamesandmonroe.com/solutions/technology/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** [Home](/home/)›[Solutions](/solutions/)›Technology # Technology Solutions Every Oracle EPM, OneStream, and NetSuite implementation rests on technical work that sits below the application itself: moving data in from source systems, running and securing the environments, and getting results back out as reports and analytics. James & Monroe delivers that layer across the platforms we implement, whether the work is a single integration or the operational backbone of a whole finance system. [Integration](/solutions/technology/integration/) [Infrastructure](/solutions/technology/infrastructure/) [Analytics](/solutions/technology/analytics/) These capabilities cut across products. The same integration patterns connect SAP to OneStream or Oracle ERP Cloud to Financial Consolidation and Close, and the same environment and identity work applies whether an application runs on Oracle Cloud EPM, OneStream, or on-premise Hyperion. Our consultants work across the Oracle and OneStream stacks, so the technical design holds together instead of being rebuilt for each platform. Technology Capabilities 🔗 ### Integration Connect Oracle EPM and OneStream to SAP, Oracle ERP, NetSuite, and Snowflake — source loads over REST and OData, drill-back to transactions, metadata sync, and automation. [Learn more →](/solutions/technology/integration/) 🏗 ### Infrastructure Install, migrate, and run Hyperion, Oracle Cloud EPM, and OneStream — on-premise installs on Linux or Windows, cloud migrations, SAML/OIDC identity, backups, and performance tuning. [Learn more →](/solutions/technology/infrastructure/) 📊 ### Analytics Turn EPM and CPM data into reporting, dashboards, and forecasts — management and narrative reporting, Smart View analysis, Power BI and Oracle Analytics dashboards, and OneStream SensibleAI forecasting. [Learn more →](/solutions/technology/analytics/) How We Work The same problems recur on every platform we implement — getting data in and reconciled, keeping environments secure and current, and getting numbers back out in a usable form. We design that work once and apply it across Oracle Cloud EPM, OneStream, and the on-premise Hyperion systems many finance teams still run, rather than rebuilding it for each tool. Where we can, we build on what each platform already provides — EPM Automate and Data Integration on the Oracle side, OneStream’s own data management and business rules, and Oracle Cloud Infrastructure for identity and backups. The result is something your own team can support, not a layer of bespoke middleware that only we understand. We take this on as defined projects rather than open-ended managed services: a single integration, a migration off Hyperion, an identity and backup setup, or the full technical backbone of a new finance system. Each piece is scoped to stand on its own, and much of the detail behind it is written up on our [blog](/blog/). ### Need the technical layer sorted? From a single integration to a full platform install, J&M handles the engineering beneath your EPM and CPM systems. [Contact J&M](/contact-us/) --- ### [Infrastructure](https://jamesandmonroe.com/solutions/technology/infrastructure/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** ## TECHNOLOGY SOLUTIONS Every Oracle EPM, OneStream, and NetSuite implementation rests on technical work that sits below the application itself: moving data in from source systems, running and securing the environments, and getting results back out as reports and analytics. James & Monroe delivers that layer across the platforms we implement, whether the work is a single integration or the operational backbone of a whole finance system. [Integration](https://jamesandmonroe.com/solutions/technology/integration/)[Infrastructure](https://jamesandmonroe.com/solutions/technology/infrastructure/)[Analytics](https://jamesandmonroe.com/solutions/technology/analytics/) [HOME](/)›[SOLUTIONS](/solutions/)›[TECHNOLOGY](https://jamesandmonroe.com/solutions/technology/)›INFRASTRUCTURE ### INFRASTRUCTURE Installs, migrations, and administration for Oracle Cloud EPM, OneStream, and on-premise Hyperion — identity, backups, and performance tuning. ### Overview Behind every running EPM or CPM application is a set of environments to provision, secure, and keep performing. James & Monroe manages that layer for Oracle Cloud EPM, OneStream, and the on-prem Hyperion estate still in use across many finance teams — from the initial migration through day-to-day administration. Not every team is moving to the cloud. We install and maintain Hyperion EPM on-premise on Linux or Windows, and where a move makes sense we migrate Hyperion Financial Management, Essbase, and Planning onto Oracle Cloud EPM or OneStream — converting rules and scripts such as HFM VBScript to OneStream business rules along the way. Oracle Cloud EPM runs on Oracle Cloud Infrastructure (OCI), and we work at that layer too — federating identity with SAML and OIDC, managing environment backups and restores, and keeping access aligned with your controls. ### Key Capabilities #### Migrations & Upgrades Move on-prem Hyperion (HFM, Essbase, Planning, Financial Reporting) to Oracle Cloud EPM or OneStream, including rule conversions such as HFM VBScript to OneStream business rules. [Read: HFM VBScript-to-BSL consolidation rules →](/blog/hfm-vbscript-bsl-consolidation-rules/) #### On-Premise Hyperion Fresh installs and ongoing maintenance of Hyperion EPM on Linux or Windows — the WebLogic, web, and database tiers, on Oracle Database or SQL Server. We work on top of your operating system and handle security and application patching and version upgrades. [Read: EPM Integration Agent as a Windows service →](/blog/setup-configuration-of-epm-integration-agent-as-a-windows-service/) #### Environment Management Manage the development, test, and production lifecycle for Oracle Cloud EPM and OneStream — application deployment, configuration, and promoting changes between environments. #### Identity & Access Configure single sign-on with SAML and OIDC federation — connecting Microsoft Entra ID or Okta through OCI Identity — alongside role design, user provisioning, and segregation of duties. #### Backups & Recovery Oracle Cloud EPM takes automatic snapshots, but retention is capped. We extend it — offloading and retaining snapshots so clients keep control of their own data — and manage OneStream backups, retention, and restore testing. [Read: Serverless backup & restore in EPM Cloud →](/blog/serverless-backup-restore-operations-in-epm-cloud/) #### Performance Tuning Tune application and database performance and troubleshoot issues across the EPM, OneStream, and Hyperion tiers — resolving bottlenecks in consolidation, calculation, and reporting. [Read: Little-known EPM tools — using JHAT →](/blog/little-known-epm-tools-using-jhat/) ### Business Benefits ☁ #### Cloud or on-premise Run Hyperion on-premise or move to Oracle Cloud EPM and OneStream — we support both. 🔐 #### Controlled access SAML and OIDC single sign-on, with roles and provisioning that satisfy audit and segregation-of-duties requirements. ⚙ #### Steady performance Environments tuned so close and planning cycles run predictably. ### How J&M Helps 1. **Assessment** — We review the current environment, versions, customisations, and integration points. 2. **Migration Plan** — We design the target environment and a migration approach that limits disruption to close and planning cycles. 3. **Build & Migrate** — We provision the target, migrate applications and data, and convert rules and scripts as needed. 4. **Identity & Security** — We configure SAML or OIDC single sign-on, roles, and provisioning to match your controls. 5. **Back Up & Tune** — We set up backups and restores, tune performance, and hand over a documented, working environment. ### Get Your EPM Platform Installed and Running Installs, migrations, and environment work for Oracle EPM, OneStream, and Hyperion. [Contact J&M](/contact-us/) --- ### [Analytics](https://jamesandmonroe.com/solutions/technology/analytics/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** ## TECHNOLOGY SOLUTIONS Every Oracle EPM, OneStream, and NetSuite implementation rests on technical work that sits below the application itself: moving data in from source systems, running and securing the environments, and getting results back out as reports and analytics. James & Monroe delivers that layer across the platforms we implement, whether the work is a single integration or the operational backbone of a whole finance system. [Integration](https://jamesandmonroe.com/solutions/technology/integration/)[Infrastructure](https://jamesandmonroe.com/solutions/technology/infrastructure/)[Analytics](https://jamesandmonroe.com/solutions/technology/analytics/) [HOME](/)›[SOLUTIONS](/solutions/)›[TECHNOLOGY](https://jamesandmonroe.com/solutions/technology/)›ANALYTICS ### ANALYTICS Statutory and management reporting, Smart View, BI dashboards, and predictive forecasting built on Oracle EPM and OneStream data ### Overview An EPM or CPM platform holds the numbers; analytics is how people see and use them. James & Monroe builds the reporting, dashboards, and forecasting that sit on top of Oracle EPM, OneStream, and NetSuite data — from statutory and management reporting through to predictive forecasts and BI dashboards. The reporting runs across the full range — formatted board packs and statutory disclosures, live Excel analysis through Smart View, and self-service dashboards in Power BI or Oracle Analytics — all built on the same EPM and CPM data, so the numbers reconcile wherever they’re read. ### Key Capabilities #### Management Reporting Build management reports, board packs, and operational reporting with Oracle Management Reporting. #### Narrative Reporting Produce financial, management, and regulatory report packages with collaborative authoring in Oracle Narrative Reporting. [Read: Oracle Narrative Reporting →](/blog/oracle-narrative-reporting-part-1/) #### Smart View & Ad-hoc Analysis Give finance users live, refreshable access to EPM and CPM data in Excel through Oracle Smart View, for ad-hoc analysis and reporting. #### BI & Dashboards Surface EPM and CPM data in Oracle Analytics Cloud, Oracle Analytics Server, Power BI, or Azure for self-service analysis and KPI dashboards. #### Predictive Forecasting Apply OneStream SensibleAI — now in production for our clients — and Oracle EPM predictive planning to generate baseline forecasts and test scenarios. ### Business Benefits 📑 #### Reporting that fits Reports built around how finance and the board actually read the numbers. 🤖 #### Faster first-cut forecasts Predictive baselines that give planners a starting point instead of a blank sheet. 🔢 #### One source, many views Board packs, Excel analysis, and dashboards all read from the same EPM and CPM data. ### How J&M Helps 1. **Reporting Review** — We map the current reports, their audiences, and the gaps. 2. **Design** — We design the reports, dashboards, or forecast models against those needs. 3. **Build** — We build in Narrative Reporting, Management Reporting, the chosen BI tool, or SensibleAI. 4. **Validation** — We reconcile reports and dashboards against source numbers before sign-off. 5. **Handover & Training** — We train report authors and users and hand over the models. ### Get More From Your EPM Data Reporting, dashboards, and forecasting on Oracle and OneStream. [Contact J&M](/contact-us/) --- ### [Integration](https://jamesandmonroe.com/solutions/technology/integration/) **Published:** June 1, 2026 **Author:** Richard Philipson **Content:** ## TECHNOLOGY SOLUTIONS Every Oracle EPM, OneStream, and NetSuite implementation rests on technical work that sits below the application itself: moving data in from source systems, running and securing the environments, and getting results back out as reports and analytics. James & Monroe delivers that layer across the platforms we implement, whether the work is a single integration or the operational backbone of a whole finance system. [Integration](https://jamesandmonroe.com/solutions/technology/integration/)[Infrastructure](https://jamesandmonroe.com/solutions/technology/infrastructure/)[Analytics](https://jamesandmonroe.com/solutions/technology/analytics/) [HOME](/)›[SOLUTIONS](/solutions/)›[TECHNOLOGY](https://jamesandmonroe.com/solutions/technology/)›INTEGRATION ### INTEGRATION Connectors and pipelines linking Oracle EPM, OneStream, and NetSuite to SAP, Oracle ERP Cloud, Dynamics 365, and Snowflake — loading in and pushing back out. ### Overview Finance platforms are only as useful as the data flowing into them. James & Monroe builds the integrations that connect Oracle EPM, OneStream, and NetSuite to the systems around them — ERPs, data warehouses, and operational sources — so figures arrive on time, reconcile against their source, and trace back to the transactions behind them. We work in both directions: loading actuals and metadata into planning, consolidation, and reporting applications, and returning results to downstream systems. We connect OneStream to SAP ECC and S/4HANA over REST and OData, bring SAP SuccessFactors data into OneStream, and export Oracle Cloud EPM data into Snowflake. The same patterns apply whether the source is SAP, Oracle ERP Cloud, NetSuite, or Microsoft Dynamics 365. ### Key Capabilities #### SAP Integration Connect OneStream to SAP ECC and SAP S/4HANA using the native SAP connector, custom REST, and custom OData. We also integrate SAP Datasphere with drill-back, and bring SAP SuccessFactors data into OneStream. [Read: OneStream to SAP Fiori drill-back connector →](/blog/onestream-sap-fiori-drillback-connector/) #### Source System Integration Load actuals, balances, and transactions from Oracle ERP Cloud, NetSuite, and Microsoft Dynamics 365 into Oracle Cloud EPM, Financial Consolidation and Close, and OneStream — using Oracle Integration Cloud, Oracle Data Integrator, Data Integration, FDMEE, and OneStream Data Management. [Read: EPM data integration pipeline →](/blog/epm-data-integration-pipeline/) #### Data Warehouse Integration Move data both ways between Snowflake and either Oracle Cloud EPM or OneStream — Snowflake data in for planning and consolidation, results out for enterprise reporting and analytics. On the Oracle side, EPM Automate drives Snowflake’s load tools; OneStream uses its own data integration. [Read: Building a Snowflake REST API connector for OneStream →](/blog/snowflake-rest-api-connector-onestream/) #### Drill-Back & Drill-Through Trace a balance in consolidation or planning back to the journal or invoice in the source ledger, including drill-back from OneStream to SAP (Fiori and Datasphere) and from Oracle EPM to ERP source documents. #### Metadata & Master Data Keep dimensions, hierarchies, and mappings consistent across systems with Oracle Enterprise Data Management (EDM) and governed load processes. [Read: Enterprise Data Management series →](/blog/enterprise-data-management-series/) #### Automation & APIs Schedule and automate data loads, application tasks, and reconciliations with EPM Automate, OneStream business rules, and REST and OData services — including secure file transfer over SFTP with PGP encryption. [Read: PGP encryption in OneStream →](/blog/understanding-and-applying-pgp-encryption-in-onestream/) ### Business Benefits 🕔 #### Reliable timing Data lands when the close or planning cycle needs it, without manual re-keying. 🔍 #### Traceability Every figure ties back to its source, which holds up under audit. 🔁 #### Less manual effort Scheduled, repeatable loads replace spreadsheets and copy-paste. ### How J&M Helps 1. **Source Mapping** — We document the source systems, their data structures, and the mappings into the target application. 2. **Integration Design** — We design the load process, error handling, and reconciliation checks against source balances. 3. **Build & Automate** — We build the integrations in Data Integration, FDMEE, or OneStream and schedule them with EPM Automate or business rules. 4. **Drill-Back Setup** — We configure drill-back and drill-through so users can trace figures to their source. 5. **Testing & Handover** — We validate data accuracy against source, test failure cases, and hand over runbooks to your team. ### Connect Your Finance Systems Integrations that load on time and trace back to source. [Contact J&M](/contact-us/) --- ### [Our Differentiators](https://jamesandmonroe.com/about-us/our-differentiators/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Why Choose James & Monroe for Oracle EPM & ERP, OneStream Consulting ## 🤝 ## Trusted Independent Voice *Independent. Objective. Client-first.* As a privately owned consultancy, we provide honest, experience-based advice without vendor bias. Clients regularly engage J&M to deliver independent OneStream and Oracle CPM assessments and trusted recommendations that put their interests first. ## 🧭 ## Strong Local Presence *Senior consultants, onshore and accountable* With established offices in [Melbourne](/about-us/locations/australia/oracle-epm-consulting-melbourne/), [Sydney](/about-us/locations/australia/oracle-epm-consulting-sydney/), [Auckland](/about-us/locations/new-zealand/oracle-epm-consulting-auckland/), [Wellington](/about-us/locations/new-zealand/oracle-epm-consulting-wellington/), [Christchurch](/about-us/locations/new-zealand/oracle-epm-consulting-christchurch/), [Singapore](/about-us/locations/asia/oracle-epm-consulting-singapore/), [Mumbai](/about-us/locations/asia/oracle-epm-consulting-mumbai/), and [Kuala Lumpur](/about-us/locations/asia/oracle-epm-consulting-kuala-lumpur/), our local OneStream-certified consultants average 10+ years of CPM experience and have all worked hands-on with OneStream and Oracle CPM Cloud environments. ## 🛡️ ## Governance & Leadership *More than process — real leadership.* Every engagement is supported by dedicated J&M leadership responsible for governance, progress reporting, risk management, and active participation in support forums. We add value through experience, not just compliance. ## 🎓 ## World-Class Education *Empowering users, not just systems.* As the [Keyteach](https://keyteach.com) agent for Australia and New Zealand, we deliver industry-leading OneStream and Oracle CPM education — from classroom training to hosted self-paced eLearning — designed to build long-term client capability. ## ☁️ ## Flexible CPM Cloud Support (COPE) *Support designed for modern cloud platforms.<* Our [COPE framework](/services/cope-support/) (Correct, Operate, Prevent, Educate) offers flexible, tailored support for OneStream and Oracle CPM Cloud environments. Services can integrate seamlessly with client or third-party service desks. ## 📈 ## Proven Scalability *Depth when you need it.* Through our global delivery and support centres, we provide scalable resourcing for complex programs and operational backfill. Today, we support multiple clients with part-time and full-time on-site resources. ## 🌐 ## User Communities & Industry Engagement *Strengthening the CPM ecosystem.* We actively support the OneStream and Oracle CPM community through user groups, events, roadshows, and peer networking — particularly helping new administrators connect with experienced practitioners. ## 🚀 ## Innovation That Matters *Driven by cloud, clients, and people.* Our innovation focuses on three pillars: - **Cloud** — Cloud-first CPM delivery, including world-first Oracle EPBCS Cloud implementations - **Clients** — Supporting increasingly complex modelling, forecasting, and regulatory demands (including IFRS-driven change) - **People** — Flexible working models that attract, retain, and empower top talent ## ✅ Proven Client Advocacy *References that speak for themselves.* A simple measure of our long-term value: all of our Australian and New Zealand clients are willing to act as references — reflecting trust built over years of partnership. Want to experience the J&M difference for yourself? [Get in touch](/contact-us/) to start a conversation with our team. --- ### [Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Tax Reporting consulting by James and Monroe. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›TAX REPORTING ### TAX REPORTING Oracle Fusion ERP Cloud Tax Reporting simplifies statutory and management tax reporting with automated calculations, controls, and audit‑ready transparency. ## Key Capabilities - Multi-jurisdiction tax determination with configurable rules for VAT, GST, and sales tax - Withholding tax management with automated calculation and reporting by jurisdiction - Tax regime and rate setup with effective dating and country-specific configurations - E-invoicing and digital tax compliance for global mandates including MTD and SII - Transfer pricing documentation support with intercompany transaction tracking - Tax reporting and filing with pre-built templates for BAS, GST returns, and statutory reports ## Benefits - Ensure accurate tax calculation across all jurisdictions and transaction types - Reduce compliance risk with automated, rules-based tax determination - Simplify multi-country tax reporting with centralised configuration management - Stay current with evolving global tax regulations and digital mandates - Minimise manual tax adjustments and month-end reconciliation effort ## Why James & Monroe James & Monroe brings deep expertise in Oracle Fusion Tax across multiple jurisdictions. Our consultants configure tax solutions that handle complex multi-country requirements, ensuring compliance while minimising the operational burden on your finance team. --- ### Regulatory Standards: Tax Reporting - [IFRS 15 — Revenue from Contracts with Customers](https://www.ifrs.org/issued-standards/list-of-standards/ifrs-15-revenue-from-contracts-with-customers/) — IFRS Foundation standard covering revenue recognition requirements relevant to tax reporting obligations - [ASC 606 — Revenue Recognition (FASB)](https://fasb.org/page/PageContent?pageId=/standards/implementing/revrec/fasb-iasb-resource-group/revenue-recognition-bridge-page.html&bcpath=tfft) — US GAAP revenue recognition standard with direct tax reporting implications for US-listed entities ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — Oracle Fusion Financials core ledger providing the transactional data for tax calculations and reporting - [Revenue Management](/solutions/oracle-fusion-erp/revenue-management/) — revenue recognition under ASC 606 and IFRS 15 feeding tax liability calculations - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — controls and monitoring to ensure tax reporting accuracy and regulatory compliance - [Enterprise Master Data](/solutions/oracle-fusion-erp/enterprise-master-data/) — entity, cost centre and tax code master data governance underpinning automated tax reporting ## Ready to Transform Your Finance Operations? Speak with our Oracle Fusion ERP specialists to explore how we can help. [Get in Touch](/contact/) --- ### [Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Enterprise Master Data consulting. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›ENTERPRISE MASTER DATA ### ENTERPRISE MASTER DATA Jame & Monroe delivers expert Oracle Fusion ERP consulting, helping organisations streamline financial operations and drive efficiency across the enterprise. ## Key Capabilities - Centralised chart of accounts management with segment value security and validation - Enterprise structures including legal entities, business units, and ledgers - Customer and supplier master data governance with duplicate detection and merge - Data quality rules with automated validation, enrichment, and standardisation - Cross-module reference data management for consistent reporting and analytics - Audit trails and approval workflows for all master data changes ## Benefits - Establish a single source of truth for financial and operational master data - Reduce data errors and inconsistencies across Oracle Fusion applications - Accelerate new entity and business unit setup with standardised templates - Improve reporting accuracy with consistent, governed reference data - Enable faster mergers, acquisitions, and organisational restructures ## Why James & Monroe James & Monroe recognises that master data quality underpins every Oracle Fusion process. Our consultants design and implement enterprise data governance frameworks that ensure accuracy, consistency, and control across your entire Oracle landscape. ## Ready to Transform Your Finance Operations? Speak with our Oracle Fusion ERP specialists to explore how we can help. [Get in Touch](/contact/) ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — master data governance ensuring chart of accounts, cost centres and entities are consistent across Oracle Fusion Financials - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — master data integrity as a foundation for regulatory compliance and audit readiness - [AI & Analytics](/solutions/oracle-fusion-erp/ai-analytics/) — clean master data enabling accurate AI-driven insights and anomaly detection in Oracle Fusion - [Procurement](/solutions/oracle-fusion-erp/procurement/) — supplier and item master data governance supporting Oracle Fusion procurement workflows --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library --- ### [AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion AI and Analytics consulting by James and Monroe. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›AI & ANALYTICS ### AI & ANALYTICS Oracle Fusion ERP Cloud AI and Analytics deliver embedded insights, predictive intelligence, and data‑driven decision support across finance and operations. James & Monroe delivers expert Oracle Fusion ERP consulting, helping organisations streamline financial operations and drive efficiency across the enterprise. ## Key Capabilities - Embedded AI-powered insights with predictive analytics across financial processes - Intelligent process automation for invoice matching, expense auditing, and anomaly detection - Pre-built analytics dashboards for finance, procurement, and project performance - Natural language querying and conversational analytics for business users - Machine learning models for cash forecasting, payment behaviour prediction, and risk scoring - Digital assistant integration for hands-free access to financial data and approvals ## Benefits - Make faster, data-driven decisions with real-time embedded analytics - Reduce manual effort with AI-powered automation of routine financial tasks - Identify trends, anomalies, and opportunities proactively with predictive insights - Empower business users with self-service analytics and natural language access - Continuously improve processes through machine learning that adapts to your data ## Why James & Monroe James & Monroe helps organisations unlock the full potential of Oracle Fusion AI and analytics capabilities. We implement intelligent automation and analytics solutions that transform raw financial data into actionable insights, enabling smarter decisions and more efficient operations. --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — AI-driven exception detection and smart automation embedded within Oracle Fusion Financials - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — AI-powered anomaly detection and continuous monitoring for financial controls - [Enterprise Master Data](/solutions/oracle-fusion-erp/enterprise-master-data/) — clean, governed master data that maximises Oracle Fusion AI accuracy and reliability - [Revenue Management](/solutions/oracle-fusion-erp/revenue-management/) — intelligent revenue recognition with AI-assisted contract analysis and ASC 606 compliance ## Ready to Transform Your Finance Operations? Speak with our Oracle Fusion ERP specialists to explore how we can help. [Get in Touch](/contact/) --- ### [Risk Management & Compliance](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Risk Management and Compliance consulting. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›RISK MANAGEMENT & COMPLIANCE ### RISK MANAGEMENT & COMPLIANCE Oracle Fusion ERP Cloud Risk Management and Compliance embeds continuous controls monitoring, policy enforcement, and audit visibility across end‑to‑end business processes In an increasingly complex regulatory environment, finance organisations face mounting pressure to demonstrate robust internal controls, manage operational risks, and maintain audit-ready compliance documentation. Oracle Fusion Cloud Risk Management provides a centralised platform for managing control frameworks, audit schedules, and compliance obligations. For CFOs and Audit/Compliance leaders, Fusion Risk Management integrates with operational data in Fusion ERP to provide real-time testing and monitoring of control effectiveness. Combined with Oracle EPM Cloud, organisations can overlay risk-adjusted planning and scenario analysis. ## KEY CAPABILITIES ### Internal Control Framework Define control objectives aligned to COSO, SOX, and regulatory frameworks. Document control activities, assign ownership, and map controls to GL accounts, procurement workflows, and other operational processes. Version control and audit trails ensure compliance documentation is current and defensible. ### Risk Assessment & Management Identify, assess, and prioritise operational, financial, and compliance risks. Link risks to control activities and mitigation strategies. Monitor risk indicators and heat maps to stay ahead of emerging threats. ### Audit Management & Scheduling Plan internal and external audit cycles. Assign audit procedures to testing windows and automate evidence gathering from Fusion ERP. Manage audit findings, remediation plans, and status tracking. ### Compliance Obligation Tracking Maintain a centralised register of compliance obligations (SOX, audit, regulatory). Track due dates, responsible parties, and completion status. Automate notifications and escalations to prevent deadline slippage. ### Testing & Evidence Management Automate control testing by pulling GL samples, AP exceptions, and AR aging from Fusion ERP. Document evidence, manage testing workflows, and create audit trails that demonstrate control effectiveness. ### Incident & Issue Management Capture control exceptions, incidents, and issues. Route to responsible parties, track remediation, and monitor resolution status. Escalation workflows ensure timely closure. ## INTEGRATION WITH ORACLE EPM CLOUD Fusion Risk Management provides control framework and compliance oversight; EPM Cloud enables risk-adjusted planning and scenario analysis: - ✓**Compliance Cost Impact:** Compliance and audit costs flow into EPM Cloud planning models, enabling organisations to budget for regulatory requirements and analyse cost-control strategies. - ✓**Control Testing & GL Reconciliation:** Fusion control testing feeds reconciliation status into EPM Cloud month-end dashboards, accelerating close timelines and improving data quality. - ✓**Risk Scenario Planning:** EPM Cloud scenario models account for regulatory, operational, and compliance risks identified in Fusion Risk Management, enabling stress testing and risk-adjusted forecasting. - ✓**SOX & Control Narrative:** Fusion control documentation integrates with EPM Cloud reporting to ensure compliance narratives are current and consistent with financial reporting. - ✓**Audit Findings & Accrual Adjustments:** Audit adjustments, remediation costs, and compliance accruals from Fusion Risk Management flow into EPM Cloud financial models and close processes. ## HOW JAMES & MONROE HELPS ### Control Framework Design & Implementation We help organisations design robust control environments aligned to regulatory requirements (SOX, audit, industry-specific). We implement Fusion Risk Management to operationalise and monitor your control framework. ### Compliance Automation & Monitoring We configure Fusion Risk Management to automate compliance monitoring, reduce manual testing burden, and provide continuous monitoring of key controls across GL, procurement, and treasury workflows. ### Fusion-to-EPM Integration We build bridges between Fusion Risk Management (compliance status, audit findings, remediation costs) and EPM Cloud planning models, ensuring compliance impacts are reflected in financial forecasting. ### Audit Readiness & Evidence Management We design audit evidence workflows that integrate Fusion operational data (GL, AP, AR) with control testing documentation, ensuring audit teams have comprehensive evidence trails. --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — core Oracle Fusion Financials ledger with embedded internal controls and audit trails - [Procurement](/solutions/oracle-fusion-erp/procurement/) — supplier risk management and purchase controls integrated with Oracle Fusion compliance workflows - [AI & Analytics](/solutions/oracle-fusion-erp/ai-analytics/) — anomaly detection and risk scoring powered by Oracle Fusion embedded AI - [Enterprise Master Data](/solutions/oracle-fusion-erp/enterprise-master-data/) — master data governance ensuring data integrity across compliance and audit processes ## Strengthen Your Control Environment Ready to integrate compliance into financial planning? Talk to our Fusion Risk Management specialists. [Contact Us](https://jamesandmonroe.com/contact-us/) --- ### [Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Procurement consulting by James and Monroe. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›PROCUREMENT ### PROCUREMENT Oracle Fusion ERP Cloud Procurement streamlines sourcing, purchasing, and supplier management with built‑in controls and end‑to‑end visibility. Procurement is often the first cost-control lever available to finance organisations. Oracle Fusion Cloud Procurement transforms purchasing from a tactical, transaction-heavy function into a strategic source of competitive advantage. By centralising supplier data, purchase requisitions, purchase orders, and invoice reconciliation, Fusion Procurement enables organisations to control spend, negotiate better terms, and improve supplier relationships. For finance teams responsible for working capital management and cash flow optimisation, integration between Fusion ERP procurement and Oracle EPM Cloud provides visibility into committed spend and supplier performance drivers that feed into cash flow forecasting and cost planning. ## KEY CAPABILITIES ### Procure-to-Pay Automation Streamline the entire purchasing lifecycle: requisition creation, approval routing, PO generation, receipt, and three-way invoice matching. Automated workflows reduce manual processing and accelerate approval cycles. ### Supplier Management & Performance Centralise supplier master data, segmentation, and performance scorecards. Monitor on-time delivery, quality, and compliance. Supplier enablement portals improve collaboration and reduce administrative overhead. ### Strategic Sourcing & Category Management Manage sourcing projects, RFQ/RFP workflows, and contract negotiations. Category spend analytics identify consolidation opportunities and improve supplier negotiations. Multi-year contract management tracks renewals and compliance. ### Purchase Order & Requisition Management Create and manage POs with flexible approval hierarchies, budget checks, and encumbrance tracking. Requisition templates and recurring purchases reduce manual effort and improve consistency. ### Invoice Matching & Payment Processing Automated three-way (PO, receipt, invoice) matching reduces invoice exceptions and dispute resolution time. Schedule payments to optimise cash and maximise early-pay discounts. ### Contract Lifecycle Management Track supplier contracts from negotiation through renewal. Manage obligations, compliance clauses, and renewal dates to optimise supplier relationships and avoid unintended renewals. ## INTEGRATION WITH ORACLE EPM CLOUD Fusion Procurement is a spend control engine; EPM Cloud is a spend planning platform. Together, they create a closed loop: - ✓**Committed Spend & Cash Planning:** Fusion PO encumbrances and scheduled payments flow into EPM Cloud cash flow and liquidity forecasts, improving forecast accuracy. - ✓**Spend Analytics & Planning:** Fusion supplier invoices and spend by category feed EPM Cloud cost planning models, enabling scenario analysis on procurement efficiency. - ✓**Supplier Performance Drivers:** Supplier scorecards (on-time delivery, quality) drive EPM Cloud assumptions for cost inflation and supply chain risk. - ✓**Budget vs. Committed:** Fusion purchase requisitions and PO commitments reconcile against EPM Cloud budget allocations, closing the planning-to-execution feedback loop. - ✓**Working Capital Impact:** Supplier payment terms and invoice timing feed into EPM Cloud working capital and cash conversion cycle planning. ## HOW JAMES & MONROE HELPS ### Procurement Transformation We design and implement Fusion Procurement aligned to your sourcing strategy, approval governance, and supplier segmentation model. Our approach balances control with operational efficiency. ### Spend Analytics & Visibility We configure spend analytics, supplier dashboards, and category management tools that provide real-time visibility into procurement performance and category opportunities. ### Fusion-to-EPM Integration We build data pipelines that load supplier spend, commitments, and payment schedules into EPM Cloud for integrated cash and cost planning. Budget vs. committed reporting closes the planning loop. ### Supplier Portal Setup We implement and configure supplier enablement portals, invoice submission workflows, and performance reporting to drive supplier collaboration and reduce administrative overhead. ### Change Management & Training Our team trains procurement teams, requisition approvers, and suppliers on Fusion Procurement workflows, encouraging adoption and operational excellence. --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — Oracle Fusion Financials core ledger and controls providing spend visibility and financial governance - [Revenue Management](/solutions/oracle-fusion-erp/revenue-management/) — end-to-end order-to-cash and revenue recognition aligned with ASC 606 and IFRS 15 - [Project Management](/solutions/oracle-fusion-erp/project-management/) — project budgeting and cost tracking integrated with Oracle Fusion Procurement - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — supplier risk assessment and procurement controls embedded in Oracle Fusion ## Ready to transform procurement and align it with financial planning? Contact James & Monroe to explore a Fusion Procurement implementation or optimisation roadmap. [Contact Us](/contact-us/) --- ### [Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Project Management consulting by James and Monroe. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›PROJECT MANAGEMENT ### PROJECT MANAGEMENT Oracle Fusion ERP Cloud Project Management streamlines project planning, costing, billing, and financial control with end‑to‑end visibility. Project-driven organisations require real-time visibility into project costs, resource utilisation, and profitability. Oracle Fusion Cloud Project Management centralises project planning, labour tracking, material procurement, and customer billing into a single operating system. For CFOs and finance directors managing project portfolios, Fusion Project Management captures transactional actuals that feed into Oracle EPM Cloud for project profitability analysis, portfolio optimisation, and pipeline forecasting. ## KEY CAPABILITIES ### Project Planning & Work Breakdown Structure Define projects with flexible WBS hierarchies, milestones, and task dependencies. Plan labour, material, and overhead allocations at task level. Baseline projects and track variance against plan. ### Labour & Resource Management Track timesheets, resource utilisation, and labour cost by project. Forecast resource demand and manage resource constraints across the portfolio. Capacity planning identifies bottlenecks and improves resource efficiency. ### Material & Equipment Tracking Link purchase orders to projects and track material costs as they are consumed. Manage equipment rental, subcontractor costs, and other project-related expenditure. Capital project asset tracking integrates with fixed asset management. ### Project Costing & Cost Control Calculate project costs (labour, material, overhead) in real time. Monitor budget vs. actual and forecast to completion (ETC). Variance analysis identifies cost overruns early, enabling corrective action. ### Customer Billing & Revenue Recognition Generate progress bills, fixed-price invoices, and time-and-materials billings. Automate revenue recognition in line with project milestones (ASC 606 compliance). Reduce billing disputes and improve cash collection. ### Project Analytics & Reporting Portfolio dashboards provide CFO-level visibility into project health, margin trends, and resource utilisation across the portfolio. Drill-down reporting enables project managers to identify cost and schedule issues. ## INTEGRATION WITH ORACLE EPM CLOUD Fusion Project Management captures project actuals; EPM Cloud drives project strategy and portfolio planning: - ✓**Project Portfolio Planning:** Fusion project actuals (costs, revenue, labour hours) feed EPM Cloud project portfolio models for pipeline forecasting and profitability scenario analysis. - ✓**Resource Planning & Forecasting:** Fusion resource utilisation and capacity data inform EPM Cloud headcount and resource forecasting, improving portfolio capacity planning. - ✓**Margin & Profitability Analysis:** Fusion project costs and revenue data load into EPM Cloud profitability models, enabling customer and project profitability segmentation and margin optimisation. - ✓**Cash Flow & ARR Projection:** Fusion progress billing and revenue recognition feed EPM Cloud cash forecasting and revenue pipeline models, improving treasury management. - ✓**Cost Driver Analysis:** Fusion labour rates, utilisation metrics, and material costs drive EPM Cloud assumption sets and scenario modelling for project delivery strategies. - ✓**Fixed Asset Integration:** Fusion capital project asset creation flows to EPM Cloud asset register and depreciation forecasting for capital-intensive portfolios. ## HOW JAMES & MONROE HELPS ### Project Implementation & Baseline Design We design Fusion Project Management aligned to your project delivery methodology, billing model, and portfolio governance. Our approach prioritises integration with EPM Cloud from inception. ### Costing & Billing Configuration We configure project cost collectors, billing schedules, and revenue recognition rules aligned to your contract terms and revenue accounting policies (ASC 606/IFRS 15). ### Fusion-to-EPM Integration We build data pipelines that load project actuals, labour hours, material costs, and revenue into EPM Cloud for integrated portfolio planning and margin analysis. ### Portfolio Analytics & Dashboards We design and build project portfolio dashboards, margin waterfalls, and resource utilisation reports that provide visibility across the portfolio and drive data-driven project decisions. --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — core Oracle Fusion Financials ledger and controls providing the financial foundation for project accounting - [Procurement](/solutions/oracle-fusion-erp/procurement/) — integrated purchase order and supplier management feeding project cost tracking - [Revenue Management](/solutions/oracle-fusion-erp/revenue-management/) — project revenue recognition and billing aligned with ASC 606 and IFRS 15 - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — project governance controls and risk monitoring embedded in Oracle Fusion ## Optimise Project Profitability Ready to align project delivery with strategic planning? Talk to our Fusion Project Management specialists. [Contact Us](https://jamesandmonroe.com/contact-us/) --- ### [Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/) **Published:** April 4, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Fusion Revenue Management consulting by James and Monroe. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›REVENUE MANAGEMENT ### REVENUE MANAGEMENT Oracle Fusion ERP Cloud Revenue Management streamlines pricing, billing, and revenue recognition with built‑in accounting compliance. The shift to ASC 606 and IFRS 15 fundamentally changed how organisations recognise revenue. Multi-step revenue contracts, performance obligations, contract modifications, and variable considerations now require sophisticated systems to ensure accurate, timely, and audit-compliant revenue recognition. Oracle Fusion Cloud Revenue Management automates the entire revenue lifecycle — from contract intake and milestone tracking through revenue recognition and customer billing. Integrated with Oracle EPM Cloud, revenue actuals feed pipeline forecasting and cash flow planning. ## KEY CAPABILITIES ### Contract Lifecycle Management Capture contracts at intake with customer, terms, and performance obligation mapping. Track contract modifications, amendments, and extensions. Version control ensures compliance documentation is current. ### Performance Obligation Tracking Map contract line items to performance obligations and recognise revenue as goods/services transfer to the customer. Support flexible recognition methods: point in time, over time, milestone-based, and hybrid approaches. ### Revenue Recognition Engine Automate revenue recognition calculations in line with ASC 606 and IFRS 15. The system evaluates contract completeness, performance obligation satisfaction, and variable consideration constraints. Automated journal entries eliminate manual GL posting. ### Contract & Customer Billing Generate invoices aligned to performance obligations and billing milestones. Support flexible billing models: advance billing, progress billing, and arrears billing. Manage contract discounts, warranties, and return rights. ### Variable Consideration & Constraints Model estimates, rebates, price concessions, and other variable components. Apply constraint analysis to determine probability of reversal and recognise only amounts that are highly probable of not reversing. ### Deferred Revenue Management Track contract liabilities (deferred revenue) and contract assets (unbilled receivables). Monitor timing of revenue realisation and ensure GL reconciliation between contract and revenue ledgers. ### Revenue Analytics & Reporting Dashboard visibility into revenue pipeline, contract backlog, and deferred revenue. Analyse revenue by customer, product, geography, and performance obligation. ## INTEGRATION WITH ORACLE EPM CLOUD Fusion Revenue Management captures contract and revenue actuals; EPM Cloud drives revenue strategy and forecasting: - ✓**Revenue Pipeline Forecasting:** Fusion contract intake, signed contracts, and booking status feed EPM Cloud revenue forecast models, enabling organisations to model pipeline conversion and revenue scenarios. - ✓**Milestone & Billing Timing:** Fusion milestone tracking and billed/unbilled status inform EPM Cloud cash flow forecasting and revenue recognition timing, improving cash conversion cycle visibility. - ✓**Customer Profitability:** Fusion revenue, costs, and contract discounts flow into EPM Cloud profitability models for customer and product profitability analysis, enabling margin optimisation. - ✓**Deferred Revenue Impact:** Contract liabilities from Fusion feed EPM Cloud balance sheet forecasting, ensuring deferred revenue obligations are reflected in strategic planning. - ✓**ARR & Recurring Revenue:** For SaaS and subscription businesses, Fusion contract terms and ARR feed EPM Cloud revenue growth forecasting and cash collection planning. ## HOW JAMES & MONROE HELPS ### ASC 606/IFRS 15 Implementation We help organisations design revenue recognition policies aligned to ASC 606 and IFRS 15. We implement Fusion Revenue Management to operationalise your policy and ensure consistent, auditable revenue recognition. ### Contract & Billing Model Design We design and configure flexible contract management, performance obligation mapping, and billing workflows aligned to your business model and contract complexity. ### Revenue Recognition Automation We configure revenue recognition logic to automate ASC 606/IFRS 15 calculations, variable consideration constraints, and journal entry generation. ### Fusion-to-EPM Integration We build data pipelines that load revenue actuals, contract pipeline, and deferred revenue into EPM Cloud for integrated revenue forecasting and cash flow planning. ### Revenue Analytics & Dashboards We design and build revenue dashboards, contract backlog reports, and pipeline analytics that provide visibility into contract health, revenue timing, and customer performance. --- ### Regulatory Standards: Revenue Recognition - [IFRS 15 — Revenue from Contracts with Customers](https://www.ifrs.org/issued-standards/list-of-standards/ifrs-15-revenue-from-contracts-with-customers/) — the full IFRS Foundation standard for international revenue recognition compliance - [ASC 606 — Revenue Recognition (FASB)](https://fasb.org/page/PageContent?pageId=/standards/implementing/revrec/fasb-iasb-resource-group/revenue-recognition-bridge-page.html&bcpath=tfft) — the Financial Accounting Standards Board standard for US GAAP revenue recognition ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Financial Management](/solutions/oracle-fusion-erp/financial-management/) — Oracle Fusion Financials core ledger, reporting and financial controls underpinning revenue management - [Procurement](/solutions/oracle-fusion-erp/procurement/) — integrated procurement-to-pay processes that feed revenue and cost recognition workflows - [Project Management](/solutions/oracle-fusion-erp/project-management/) — project revenue recognition and billing tightly integrated with Oracle Fusion Financials - [Tax Reporting](/solutions/oracle-fusion-erp/tax-reporting/) — automated tax calculation on recognised revenue across jurisdictions ## Automate Revenue Recognition Ready to align revenue management with strategic planning? Talk to our Fusion Revenue Management specialists. [Contact Us](https://jamesandmonroe.com/contact-us/) --- ### [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/) **Published:** April 4, 2026 **Author:** Richard Philipson **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/)›[SOLUTIONS](/solutions/)›[ORACLE FUSION ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/)›FINANCIAL MANAGEMENT ### FINANCIAL MANAGEMENT Oracle Fusion Cloud Financial Management is the core finance platform within Oracle Fusion ERP, providing integrated financial control, real-time insight, and a foundation for connected planning and performance. Oracle Fusion Cloud Financial Management is the core finance engine for modern enterprises. As the central nervous system of Oracle Fusion ERP, it consolidates general ledger, accounts payable, accounts receivable, fixed asset, and cash management functions into a unified platform. For finance organisations seeking real-time visibility into cash position, faster close cycles, and seamless integration with strategic planning, Fusion Financial Management delivers the foundation. James & Monroe specialises in helping finance teams extract maximum value from Fusion ERP by connecting operational actuals to Oracle EPM Cloud for dynamic forecasting, rolling forecasts, and integrated financial planning. ## KEY CAPABILITIES ### General Ledger & Chart of Accounts Manage unlimited chart of accounts structures with multi-dimensional accounting. Fusion GL supports unlimited ledger structures, balancing segment combinations, and real-time subledger reconciliation — eliminating manual GL reconciliation pain points. ### Accounts Payable & Supplier Management Automate invoice-to-payment workflows with three-way matching, approval hierarchies, and supplier enablement. Capture early-pay discounts, manage payment terms, and gain supplier performance insights. ### Accounts Receivable & Collections Streamline customer invoicing, revenue recognition, and collections workflows. Real-time customer statements and automated dunning improve cash conversion cycles and reduce DSO. ### Fixed Asset Management Centralise asset tracking, depreciation, and impairment calculations across ledgers and locations. Fusion supports multiple depreciation methods, asset retirement workflows, and tax book integration. ### Cash Management & Liquidity Planning Forecast cash flows, optimise working capital, and manage liquidity across entities. Bank reconciliation and payment optimisation features reduce manual intervention. ## INTEGRATION WITH ORACLE EPM CLOUD Where Fusion ERP captures transactional actuals, Oracle EPM Cloud drives strategic planning. James & Monroe positions the Fusion-EPM connection as your competitive advantage: - ✓**Actual-to-Plan Flow:** Automated daily/weekly loads of Fusion GL balances into EPM Cloud eliminates manual data entry and ensures planning models reflect operational reality. - ✓**Consolidation Bridge:** Fusion Financial Consolidation meets EPM Cloud planning — the two work in tandem: Fusion handles statutory consolidation; EPM Cloud drives management reporting and what-if scenarios. - ✓**Intercompany Settlement:** Fusion manages intercompany transactions; EPM Cloud models intercompany profit and margin impact across plans. - ✓**Close Process Automation:** Integrate Fusion close checklists and accrual estimates with EPM Cloud financial models for faster month-end and forecast cycles. - ✓**Cash & Liquidity:** Fusion cash management data feeds EPM Cloud cash flow forecasting and working capital planning for integrated treasury management. ## HOW JAMES & MONROE HELPS ### Implementation & Configuration We design and implement Fusion Financial Management aligned to your GL strategy, close calendar, and consolidation requirements. Our approach prioritises integration with EPM Cloud from day one. ### Fusion-to-EPM Integration We build data pipelines that load GL actuals, AP/AR subledgers, and cash position into EPM Cloud on schedule. Real-time or near-real-time feeds eliminate reconciliation friction and enable dynamic planning. ### Close Process Optimisation From accrual estimation to intercompany settlement, we streamline your close cycle and connect it to EPM Cloud monthly reforecasting and planning refreshes. ### Training & Support Our finance consulting team trains finance controllers, GL accountants, and cash managers on Fusion best practices, close workflows, and integration with planning tools. --- ### Oracle Fusion ERP Resources - [Oracle Fusion Financials Documentation](https://docs.oracle.com/en/cloud/saas/financials/) — official admin guides, release notes and implementation documentation for Oracle Fusion Financials Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle Fusion ERP - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle Fusion ERP Solutions - [Revenue Management](/solutions/oracle-fusion-erp/revenue-management/) — end-to-end revenue recognition under ASC 606 and IFRS 15 integrated with Oracle Fusion Financials - [Procurement](/solutions/oracle-fusion-erp/procurement/) — procure-to-pay automation with real-time spend visibility feeding Oracle Fusion Financials - [Project Management](/solutions/oracle-fusion-erp/project-management/) — project accounting and cost control connected to Oracle Fusion Financials general ledger - [Risk Management & Compliance](/solutions/oracle-fusion-erp/risk-management-compliance/) — embedded financial controls and audit workflows within Oracle Fusion Financials - [Tax Reporting](/solutions/oracle-fusion-erp/tax-reporting/) — automated multi-jurisdiction tax calculation and reporting driven by Oracle Fusion Financials transactions ## Ready to optimise Fusion Financial Management and connect it to your planning platform? Contact James & Monroe to discuss a Fusion implementation or integration roadmap. [Contact Us](/contact-us/) --- ### [Enterprise Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Profitability and Cost Management delivers multi-dimensional cost allocation and profitability analysis for data-driven decision-making. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›PROFITABILITY & COST MANAGEMENT ### PROFITABILITY & COST MANAGEMENT Oracle Cloud EPM Profitability and Cost Management provides transparent cost allocation and profitability insight across products, customers, and channels. ### Overview Oracle Cloud EPM Enterprise Profitability and Cost Management enables organisations to understand the true cost and profitability of products, customers, channels, and business units through powerful allocation engines and multi-dimensional modelling. J&M implements EPCM solutions that transform cost accounting into a forward-looking strategic capability, helping organisations optimise margins and allocate resources effectively. ### Key Capabilities #### Cost Allocation Modelling Build multi-step allocation models that distribute costs across products, customers, channels, and regions using driver-based or rule-based methods. #### Profitability Analysis Analyse profitability at any level of granularity to identify which products, customers, or segments generate the most value. #### Shared Service Costing Allocate shared service costs transparently across business units using activity-based or consumption-based models. #### Transfer Pricing Model intercompany transfer pricing scenarios to optimise tax efficiency while maintaining regulatory compliance. ### Business Benefits 📈 #### Margin Visibility Understand true profitability at product, customer, and channel level 💰 #### Cost Transparency Eliminate black-box allocations with auditable, driver-based models 🎯 #### Strategic Decisions Pricing and investment decisions backed by real cost data ### How J&M Helps 1. **Cost Model Assessment** — We analyse your current allocation methodologies and identify improvements. 2. **Model Architecture** — We design allocation models balancing accuracy, transparency, and maintainability. 3. **Implementation** — We configure EPCM with your cost drivers, allocation rules, and reporting dimensions. 4. **Validation** — We reconcile outputs against known benchmarks with business stakeholders. 5. **Ongoing Optimisation** — We refine models as your business evolves. For full product details, visit [Oracle EPM Profitability and Cost Management on Oracle.com](https://www.oracle.com/performance-management/profitability-cost-management/) ### Unlock True Profitability Insights Transparent cost allocation and profitability analysis that drives smarter decisions. [Contact J&M](/contact-us/) --- ### [Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Strategic Workforce Planning helps organisations model headcount, skills, and compensation to align workforce strategy with business objectives. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›STRATEGIC WORKFORCE PLANNING ### STRATEGIC WORKFORCE PLANNING Oracle Cloud EPM Strategic Workforce Planning aligns workforce demand, supply, and cost with long‑term business strategy. ### Overview Oracle Cloud EPM Strategic Workforce Planning connects your people strategy to your business strategy. By modelling future workforce needs against strategic plans, organisations can identify skill gaps, plan for talent acquisition, and ensure headcount decisions are financially sound. J&M helps HR and finance teams collaborate on workforce plans that balance strategic ambition with financial reality. ### Key Capabilities #### Demand Modelling Model future workforce demand based on strategic initiatives, growth plans, and business scenarios to identify skill and capacity gaps. #### Supply Analysis Analyse current workforce demographics, attrition trends, and pipeline data to understand your future talent supply position. #### Gap Analysis & Action Planning Identify gaps between supply and demand, then model the cost and impact of hire, develop, redeploy, or outsource strategies. #### Financial Integration Connect workforce plans to financial planning to understand the full cost impact of headcount decisions on budgets and forecasts. ### Business Benefits 👥 #### Strategic Alignment Ensure workforce investments directly support business strategy 💰 #### Cost Clarity Understand the full financial impact of workforce decisions 🔬 #### Proactive Planning Identify talent gaps years in advance and plan corrective actions ### How J&M Helps 1. **Strategic Assessment** — We map your workforce strategy to business objectives. 2. **Model Design** — We build demand and supply models aligned to your organisational structure. 3. **Scenario Configuration** — We configure what-if scenarios for workforce strategies and financial impacts. 4. **HR-Finance Integration** — We connect workforce plans with financial budgets and HCM data. 5. **Change Management** — We train HR and finance teams to collaboratively own workforce plans. For full product details, visit [Oracle EPM Strategic Workforce Planning on Oracle.com](https://www.oracle.com/anz/performance-management/planning/#rc30p5) ### Align People Strategy with Business Goals Model and plan your future workforce with confidence, connecting talent decisions to financial outcomes. [Contact J&M](/contact-us/) --- ### [Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Sales Planning aligns sales targets with financial plans using quota modelling, territory management, and incentive compensation analytics. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›SALES PLANNING ### SALES PLANNING Oracle Cloud EPM Sales Planning aligns sales targets, capacity, and forecasts to drive predictable revenue and coordinated execution ### Overview Oracle Cloud EPM Sales Planning brings data-driven precision to your revenue targets. By combining AI-powered predictive analytics with flexible modelling tools, sales leaders can create optimal quota plans, design effective territory assignments, and develop accurate key account strategies. J&M helps sales and finance teams implement Sales Planning to bridge the gap between top-down revenue targets and bottom-up field capacity, delivering quota plans that drive performance. ### Key Capabilities #### AI-Driven Quota Planning Use predictive planning capabilities and flexible modelling to create data-driven quota plans that optimise market and territory coverage. #### Territory Optimisation Analyse and design balanced territories using historical data, market potential, and sales capacity to maximise revenue opportunities. #### Key Account Planning Create accurate account plans with data-driven promotion strategies, collaboration tools, and what-if scenario analysis. #### Collaborative Sales Forecasting Combine AI forecasting with sales pipeline data and financial actuals to deliver accurate weekly, monthly, or rolling forecasts. ### Business Benefits 🎯 #### Optimised Quotas AI-driven quotas that balance ambition with achievability 📊 #### Accurate Forecasts Blend AI predictions with sales commitments for reliable projections 👥 #### Seller Alignment Transparent, data-backed quotas that motivate sales teams ### How J&M Helps 1. **Revenue Analysis** — We analyse your historical sales data, pipeline, and territory structures. 2. **Quota Model Design** — We build allocation models aligning top-down targets with bottom-up capacity. 3. **Territory Optimisation** — We configure AI-driven territory balancing and assignment rules. 4. **CRM Integration** — We connect Sales Planning with your CRM, ERP, and financial planning. 5. **Enablement** — We train sales leaders and operations teams to own their quota plans. For full product details, visit [Oracle EPM Sales Planning on Oracle.com](https://www.oracle.com/performance-management/planning/sales-planning/) ### Optimise Your Sales Planning Data-driven quotas and forecasts that align finance and sales for revenue growth. [Contact J&M](/contact-us/) --- ### [Our Locations](https://jamesandmonroe.com/about-us/locations/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle EPM & ERP, OneStream Consulting Locations — ANZ & Asia James & Monroe operates across Australia, New Zealand, Asia, and India — giving clients access to local expertise backed by regional and global capability. With over 90 full-time consultants across eight offices, we deliver enterprise-grade solutions with the responsiveness of a local partner. ### [Australia](/about-us/locations/australia/) Our largest market, with offices in Melbourne (Head Office), Sydney. Serving enterprise, government, and financial services clients across the eastern seaboard and beyond. - [Melbourne](/about-us/locations/australia/oracle-epm-consulting-melbourne/) - [Sydney](/about-us/locations/australia/oracle-epm-consulting-sydney/) [Learn more about our Australian practice →](/about-us/locations/australia/) ### [New Zealand](/about-us/locations/new-zealand/) Our New Zealand headquarters is based in Auckland, with offices in Wellington and Christchurch. Deep experience across government, utilities, and enterprise organisations throughout Aotearoa. - [Auckland](/about-us/locations/new-zealand/oracle-epm-consulting-auckland/) - [Wellington](/about-us/locations/new-zealand/oracle-epm-consulting-wellington/) - [Christchurch](/about-us/locations/new-zealand/oracle-epm-consulting-christchurch/) [Learn more about our New Zealand practice →](/about-us/locations/new-zealand/) ### [Asia & India](/about-us/locations/asia-india/) Our Singapore office serves as the regional hub for Southeast Asia, with our Kuala Lumpur office extending our footprint into Malaysia — a key growth market. Our Mumbai team provides specialist Oracle delivery capacity supporting global client engagements and our follow-the-sun support model. - [Singapore](/about-us/locations/asia-india/oracle-epm-consulting-singapore/) - [Mumbai](/about-us/locations/asia-india/oracle-epm-consulting-mumbai/) - [Kuala Lumpur](/about-us/locations/asia-india/consulting-kuala-lumpur/) [Learn more about our Asia & India practice →](/about-us/locations/asia-india/) Loading map… --- ### [Consulting Sydney](https://jamesandmonroe.com/about-us/locations/australia/consulting-sydney/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # AUSTRALIA James & Monroe has a long-standing presence in Australia, supporting organisations with complex financial, regulatory, and enterprise performance challenges. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[AUSTRALIA](https://jamesandmonroe.com/about-us/locations/australia/)›SYDNEY ### SYDNEY James & Monroe Sydney supports organisations with enterprise finance, planning, and reporting initiatives, working closely with executive and finance leaders to deliver measurable outcomes. Our Sydney consultants combine strong commercial insight with access to the depth and experience of the wider James & Monroe Australia team. Our Sydney office is located in Lavender Bay, the Sydney team works with major enterprise clients across financial services, retail, media, and the resources sector — delivering Oracle EPM Cloud, Oracle ERP Cloud, and OneStream implementations and ongoing managed support. ### Our Office **Address:** Bay 6.16, Middlemiss Street, Lavender Bay NSW 2060, Australia **Phone:** [1300 231 819]() ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region.* ![Iberdrola logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/iberdrola_180x180.png) ![Brickworks logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/Brickworks_180x180.png) ![Virbac logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/Virbac_180x180.png) ![PepsiCo logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/pepsico_180x180.png) ### Get in Touch To speak with our Sydney team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [About Us](https://jamesandmonroe.com/about-us/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # About James & Monroe James & Monroe (J&M) is a specialist Corporate Performance Management (CPM) and Business Intelligence consulting firm with over 21 years of experience delivering solutions across Australia, New Zealand, Asia, and India. With 90+ full-time product-certified consultants and offices in eight cities, we combine global expertise with genuine local presence. We are deeply passionate about the services we deliver and work extremely hard to look after all our clients — from initial advisory through to long-term managed support. --- ### [Our Methodology](/about-us/our-methodology/) We deliver every engagement using our proven **6Ds framework** — Define, Design, Deliver, Develop, Document, Deploy. Refined over 21 years of implementations, the 6Ds provides a structured, repeatable approach to delivering complex solutions on time and on budget. [Learn about the 6Ds →](/about-us/our-methodology/) ### [Our Values](/about-us/our-values/) Our values guide how we work together and serve our clients. From putting clients first to embracing innovation and working as one team — they shape our culture, drive our decisions, and define what it means to work at J&M. [Read our values →](/about-us/our-values/) ### [Our Differentiators](/about-us/our-differentiators/) What sets James & Monroe apart? Deep platform specialisation, genuine local presence, follow-the-sun support, and over two decades of enterprise delivery experience across ANZ and Asia. Find out why leading organisations choose J&M. [What makes us different →](/about-us/our-differentiators/) ### [Our Management Team](/about-us/management-team/) Our leadership team combines deep technical expertise with a genuine commitment to client success. Meet the experienced technology and finance professionals who lead James & Monroe across our regions. [Meet the team →](/about-us/management-team/) ### [Our Locations](/about-us/locations/) With offices across Australia, New Zealand, Asia & India, we deliver local expertise with regional scale. Eight offices, three regions, one connected team. [Find an office →](/about-us/locations/) --- ## Why James & Monroe? **21+ Years of Experience** Over two decades of specialist CPM and BI delivery across the ANZ region and beyond. **90+ Certified Consultants** Product-certified specialists in Oracle EPM, Oracle ERP, OneStream, and NetSuite — not generalists. **8 Offices, 5 Countries** Local presence in Melbourne, Sydney, Auckland, Wellington, Christchurch, Singapore, Mumbai and Kuala Lumpur. **100+ Clients Assisted Last Year** From ASX-listed enterprises to government agencies and public sector bodies across the region. **Follow-the-Sun Support** Consultants across multiple time zones ensuring your platform is covered around the clock. **End-to-End Delivery** Advisory, design, implementation, integration, training, and ongoing managed support — all under one roof. --- ## J&M at a Glance 5 Countries Australia, New Zealand, Malaysia, Singapore and India 8 Offices Auckland, Christchurch, Kuala Lumpur, Melbourne, Mumbai, Singapore, Sydney and Wellington 7 Lines of Business Enterprise Planning, Financial Close, Technology Operations, Oracle ERP Solutions, Oracle EPM Solutions, Onestream CPM Solutions, Education & Advisory 21 Oracle Years as a Partner (Previously Platinum) 9 Staff Experience Average Years of Experience 90+ Staff Global 21 Years Of Servicing EPM/CPM & BI Clients 100+ Customers Serviced last year 6 OneStream Years as a Partner — GOLD Status 71 COPE Number of Active Support Customers --- ## Ready to Work Together? Whether you are planning a transformation, extending an existing platform, or looking for a trusted long-term partner, we would love to hear from you. [Get in touch with James & Monroe →](/contact-us/) --- ### [Consulting Melbourne](https://jamesandmonroe.com/about-us/locations/australia/consulting-melbourne/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # AUSTRALIA James & Monroe has a long-standing presence in Australia, supporting organisations with complex financial, regulatory, and enterprise performance challenges. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[AUSTRALIA](https://jamesandmonroe.com/about-us/locations/australia/)›MELBOURNE ### MELBOURNE James & Monroe Melbourne is the firm’s Australian head office and a centre of excellence for enterprise finance and EPM consulting. From Melbourne, we lead complex transformation programmes across Oracle EPM, OneStream, and analytics—providing strategic leadership locally and across the Asia‑Pacific region. Our Melbourne office is the Australian Head Office and home to a strong EPM and ERP practice serving clients across Victoria, South Australia, and Tasmania. The Melbourne team brings deep experience across Oracle EPM Cloud and OneStream, supporting clients from initial scoping and design through to long-term BAU support. ### Our Office **Address:** Ground Floor, 72 York Street, South Melbourne VIC 3205, Australia **Phone:** [1300 231 819]() ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region..* ![Bluescope logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/BlueScope_180x180.png) ![Toll logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/TollGroup_180x180.png) ![Orora logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/orora_180x180.png) ![Telix logo](https://jamesandmonroe.com/wp-content/uploads/2026/04/Telix_180x180.png) ![Ansell](https://jamesandmonroe.com/wp-content/uploads/2026/05/Ansell_logo.svg) ![Lawrence & Hanson](https://jamesandmonroe.com/wp-content/uploads/2026/04/LawrenceHanson_180x180.png) ### Get in Touch To speak with our Melbourne team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Consulting Christchurch](https://jamesandmonroe.com/about-us/locations/new-zealand/consulting-christchurch/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # NEW ZEALAND James & Monroe is proud to strengthen our presence in Aotearoa New Zealand, delivering specialist EPM, financial transformation, and technology advisory services. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[NEW ZEALAND](https://jamesandmonroe.com/about-us/locations/new-zealand/)›CHRISTCHURCH ### CHRISTCHURCH James & Monroe Christchurch works with organisations across the South Island to deliver enterprise finance and EPM solutions that are practical, scalable, and locally relevant. Our Christchurch presence combines regional insight with the depth and capability of the wider James & Monroe New Zealand practice. Our Christchurch office is an important part of James & Monroe’s New Zealand practice, supporting organisations across the South Island with enterprise finance and performance management expertise. Christchurch clients benefit from direct access to senior consultants with deep Oracle EPM and OneStream experience, alongside the ability to leverage the broader J&M New Zealand and Asia‑Pacific team when additional capacity or specialist skills are required. ### Our Office **Address:** Level 2, 128-130 Lichfield Street, Christchurch, 8011, New Zealand ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* ![House of Travel](https://jamesandmonroe.com/wp-content/uploads/2026/04/HouseOfTravel_180x180.png)Client Logo Client Logo Client Logo ### Get in Touch To speak with our NZ consulting team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Contact Us](https://jamesandmonroe.com/contact-us/) **Published:** December 16, 2017 **Author:** usr_jamstaging **Content:** # Contact Us Contact James & Monroe to discuss your [Oracle EPM](https://www.oracle.com/performance-management/), [OneStream](https://jamesandmonroe.com/solutions/onestream/), or ERP consulting needs. Whether you need implementation, [training](https://jamesandmonroe.com/services/training-education/), or [ongoing support](https://jamesandmonroe.com/services/cope-support/), our team of certified consultants is ready to help. Contact James & Monroe today using the form below or call any of our offices directly. Your Name (required) Your Email (required) Subject Your Message Δ #### Contact James & Monroe — Calling our Head Office from Overseas Phone: +61 3 9682 0822 #### AUSTRALIA #### Melbourne (Head Office) Ground Floor 72 York Street South Melbourne 3205 Australia Phone: 1300 231 819 #### Sydney Bay 6.16, Middlemiss Street Lavender Bay 2060 Australia Phone: 1300 231 819 #### NEW ZEALAND #### Auckland 280 Karangahape Road Auckland 1140 New Zealand #### Wellington Level 3, Woodward House 188 Lambton Quay, Wellington Central, Wellington 6011 New Zealand #### Christchurch Level 1, 2128-130 Lichfield Street Christchurch 8011 New Zealand #### INDIA #### Mumbai 4th Floor, 406, Oriana Business Park, Wagle Industrial Estate Thane (West) Maharashtra India 400604 #### SINGAPORE Level 6 Republic Plaza 1 9 Raffles Place Singapore 048619 Phone: +65 9185 6029 #### MALAYSIA #### Kuala Lumpur Level 28, The Gardens, South Tower, KUALA LUMPUR, 59200 Malaysia --- ### [Our Methodology](https://jamesandmonroe.com/about-us/our-methodology/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** At James & Monroe, we deliver every engagement using our proven project management framework — the **6Ds**. Developed and refined over more than 21 years of OneStream CPM, Oracle EPM and Oracle ERP implementations, the 6Ds framework provides a structured, repeatable approach to delivering complex solutions on time and on budget. The 6Ds draws on the best of established methodologies including **PMI-PMBOK®**, **PRINCE2®**, **Capability Maturity Model (CMM)**, and **Oracle Unified Method (OUM)** — tailored specifically to the types of implementations we undertake. We can also adapt our approach to align with your organisation’s governance requirements, including traditional waterfall or Agile delivery models. ![J&M 6D Methodology — Define, Design, Deliver, Develop, Document, Deploy](https://jamesandmonroe.com/wp-content/uploads/2026/03/6Ds.png) --- ### 1️⃣ Define Clarify the project success factors by defining the business and technical requirements for the solution. We invest heavily in this phase to ensure a shared understanding of scope, data sources, and business processes before any design or development begins. **Key deliverables:** - Workshops to review current processes - Identification of data sources and integration options - Review and documentation of Chart of Accounts and reporting structures ### 2️⃣ Design Translate requirements into a detailed functional and technical design — covering solution architecture, application configuration, and integration design. **Key deliverables:** - Application Design Document - Integration Design Document - Proof of Concept (PoC) application build ### 3️⃣ Deliver Define the roadmap for moving from the current state to the implemented solution. Establishes the detailed project plan, resource allocation, and milestone schedule. **Key deliverables:** - Detailed Delivery Project Plan - Resource and milestone schedule - Confirmed governance and escalation framework ### 4️⃣ Develop With design approved, development commences. J&M provides experienced, certified CPM/BI consultants to build the solution and perform unit, system, and integration testing throughout. **Key deliverables:** - Fully configured application - System Test Scripts - System Test Report - UAT Support ### 5️⃣ Document Consolidate all documentation produced throughout the project into a comprehensive, structured set of reference materials — ensuring your team has everything needed to administer and use the solution effectively. **Key deliverables:** - Administration User Guide - End User Guide - Technical Application Design documentation ### 6️⃣ Deploy Once the solution has passed User Acceptance Testing (UAT), it is deployed to the production environment. This phase covers all installation, migration, and go-live components — ensuring a smooth transition for your users and your business. **Key deliverables:** - Solution deployed into the Production environment - User & Admin Training - Deployment Guide - Hypercare and go-live support --- # Want to Know More? To discuss how the J&M 6Ds methodology would apply to your project, please [contact us](/contact-us/) or speak with one of our consultants. --- ### [Our Management Team](https://jamesandmonroe.com/about-us/management-team/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** James & Monroe is led by an experienced team of enterprise technology and finance professionals with deep expertise across OneStream, Oracle EPM, Oracle EPM and BI. Our leadership across CPM, EPM, ERP and enterprise transformation spans Australia, New Zealand, and Asia — bringing local knowledge and regional scale to every client engagement. --- # Management Team — Oracle EPM & ERP, OneStream Specialists Our Managing Directors provide overall strategic direction and executive leadership across the James & Monroe group. 👤 ### Bill Clements Managing Director Bill is a Director of James & Monroe with responsibility for corporate governance, financial oversight, and executive decision-making across Australia and the Asia-Pacific region. He plays a central role in commercial management, shareholder matters, contract governance, and strategic oversight — ensuring commercial alignment and the long-term sustainability of client engagements. ![Damian Timms — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/05/JamesandMonroe0426_21-Damian.jpg) ### Damian Timms Managing Director Damian is Managing Director of James & Monroe, based in Melbourne, with overall responsibility for leadership, strategy, and delivery across the firm’s enterprise performance, ERP, and advisory practices. He brings deep expertise in CPM and enterprise finance transformation, working closely with executive, finance, and technology leaders across planning, financial close, consolidation, and reporting. Damian provides senior governance and oversight for major client engagements and plays a key role in shaping J&M’s consulting, support, and education offerings across Australia and the wider Asia-Pacific region. --- ## Regional Directors Our Regional Directors lead J&M’s practice across Australia, New Zealand, and Asia — accountable for delivery quality, client relationships, and regional growth. ![Chris Nyberg — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/05/JamesandMonroe0426_03-Chris.jpg) ### Chris Nyberg Regional Director — Australia Chris leads J&M’s Australian practice with over 25 years of EPM, CPM, and BI experience across the public and private sectors. He has been with James & Monroe for 12 years, leading delivery across strategic planning, budgeting, forecasting, and financial consolidation. ![Jeremy Bell — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/02/Jeremy.jpg) ### Jeremy Bell Regional Director — New Zealand Jeremy is a New Zealand Chartered Accountant with 24+ years specialising in Oracle EPM, covering financial consolidation, planning, forecasting, and analytics. A certified Oracle implementation specialist and Oracle University instructor, he brings deep delivery and client engagement experience across multinational organisations in the UK and New Zealand. ![Manoj Malchandka — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/02/Manoj.jpg) ### Manoj Malchandka Regional Director — India Manoj leads J&M’s India practice, managing a team of over 35 consultants delivering EPM solutions across the APAC region. With 25+ years of experience in EPM consolidation, planning, and budgeting across financial services, manufacturing, and telecom, he brings both industry and consulting perspectives to delivery management, solution design, and client relationships. ![Farid Amir — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/03/farid.jpg) ### Farid Amir Regional Sales Director Farid drives J&M’s strategic sales across Asia, specialising in enterprise solutions, cloud services, and digital transformation. He develops go-to-market strategies and builds long-term client relationships that expand J&M’s regional market presence and revenue. --- ## Operations Leadership Our General Managers and Operations leaders are responsible for practice delivery, client satisfaction, and operational excellence across J&M’s service lines. ![Richard Philipson — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png) ### Richard Philipson GM — Technology Operations Richard heads Technology Operations at J&M, with over 25 years of experience across Oracle EPM, OneStream, and analytics — spanning financial consolidation, planning, forecasting, and infrastructure. A former Oracle University instructor, he leads global client services across EPM, ERP, and integration, taking on roles across client relationship management, project oversight, and solution design. ![Sachin Joshi — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/05/JamesandMonroe0426_11-Sachin.jpg) ### Sachin Joshi GM — Enterprise Planning Sachin manages J&M’s Enterprise Planning practice as Principal Consultant and Solution Architect, with over 26 years delivering planning, budgeting, and forecasting solutions. He has deep expertise across OneStream and Oracle EPM, spanning financial services, manufacturing, retail, mining, and IT&T. ![Jaik Gandhi — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/06/Jaik_ProfilePhoto4_clipped_rev_3.jpg) ### Jaik Gandhi GM — Financial Close Jaik leads J&M’s Financial Close and Consolidation practice, bringing over 18 years of experience in finance transformation and enterprise systems delivery, supported by 12 years in core finance operations. He has led large-scale ERP and EPM programmes across healthcare, energy, and government, helping organisations modernise finance, strengthen governance, and deliver sustainable outcomes. ![Hoden Wan — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/03/hoden.png) ### Hoden Wan Regional Consulting Director Hoden leads J&M’s regional consulting practice, focused on enterprise technology adoption and long-term platform strategy. He has designed multi-year IT roadmaps across ERP, EPM, BI, and CRM — partnering with CFO-led teams to modernise finance operations and reduce spreadsheet dependency. ![Arvind Chopra — James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2026/03/arvind.png) ### Arvind Chopra Delivery Manager — India Arvind heads EPM project delivery for J&M’s India region, managing Techno-Functional teams across active engagements. With over 24 years of experience in finance and digital transformation, he specialises in EPM consolidation, planning, tax reporting, ESG, and account reconciliation. --- ## Join Our Team James & Monroe is always looking for talented EPM, ERP, and BI professionals to join our growing practice. If you are interested in working with us, please [get in touch](/contact-us/). --- ### [COPE Support](https://jamesandmonroe.com/services/cope-support/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## SERVICES Specialist consulting, implementation, and support services for Oracle EPM, OneStream, and ERP platforms. [HOME](/home/)›[SERVICES](/services/)›COPE SUPPORT SERVICES ### COPE SUPPORT SERVICES James & Monroe's COPE (Centre of Platform Excellence) Support service provides organisations with ongoing, expert-level operational and technical support for their CPM and enterprise finance platforms. [![J&M COPE S pport — Oracle EPM, OneStream, NetSuite](https://jamesandmonroe.com/wp-content/uploads/2026/03/cope.webp)](https://jamesandmonroe.com/wp-content/uploads/2026/03/cope.webp) COPE Support is designed for organisations that want the confidence of having a dedicated, expert team behind their platform — without the overhead of building and maintaining that capability in-house. --- ### The COPE Framework Our support activities are structured across four key pillars: #### ✅ Correct *Keep the application operational* - Incident Management - Performance Optimisation - Application Reviews #### ⚙️ Operate *Application Management Services (AMS) including staff augmentation* - Critical Period Coverage - Temporary Assistance - Ongoing AMS #### 🛡️ Prevent *Identify operational risks before they arise* - Risk Mitigation - Environment Analysis & Management - Scalability Assessments #### 📈 Enhance *Provide new business requirements guidance* - Generic Classroom Training - Generic and Custom E-Learning - Customised Materials & Delivery --- ### Additional Support Services - **BAU Application Support** — Day-to-day administration, maintenance, and troubleshooting of your EPM/ERP environment - **Incident Management** — Rapid response to platform issues via our ServiceNow-based support portal - **Release & Patch Management** — Monitoring and managing Oracle and OneStream cloud updates to ensure your environment remains current and stable - **Performance Monitoring** — Proactive monitoring of application performance, calculation runtimes, and data loads - **Minor Enhancements** — Small configuration changes, report updates, and user access management within agreed service parameters - **User Administration** — Provisioning, deprovisioning, and role management for platform users - **Documentation & Knowledge Management** — Maintaining up-to-date SOPs, runbooks, and platform documentation ### Supported Platforms - Oracle EPM Cloud — Planning, FCCS, HFM, Narrative Reporting, Account Reconciliation - Oracle ERP Cloud - NetSuite Planning & Budgeting (PBCS) - OneStream ### Why COPE Support? Our follow-the-sun support model — with consultants across New Zealand, Australia, Singapore, and India — means your platform is covered across time zones. All support is delivered by product-certified specialists who know your platform deeply, not generic helpdesk staff working from scripts. ### Client Support Portal Existing clients can log support requests directly via our [Support Service Desk](https://support.jamesandmonroe.com). ### Get in Touch To discuss a COPE Support arrangement for your organisation, please [contact us](/contact-us/). --- ### [Job Opportunities](https://jamesandmonroe.com/contact-us/job-opportunities/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** James & Monroe is always looking for talented, motivated professionals to join our growing team across Australia, New Zealand, Singapore, and India. We specialise in Oracle EPM, OneStream, NetSuite, and Oracle ERP Cloud — and we’re looking for people who are as passionate about these platforms as we are. --- ## Why Work at J&M? **Specialist Focus**We do one thing and do it exceptionally well — giving you the opportunity to build deep expertise in the platforms that matter most to enterprise finance teams. **Regional Scale**Work across a 90+ consultant practice with offices in Melbourne, Sydney, Brisbane, Auckland, Wellington, Christchurch, Singapore, and Mumbai. **Career Development**Access to Oracle University and Keyteach training, vendor certifications, and real delivery experience across complex, high-profile client engagements. **Long-Term Culture**Many of our consultants have been with J&M for 5, 10, even 15+ years. We invest in our people and build careers, not just headcount. --- ## Current Opportunities We are currently building our vacancy listings. Please check back soon or reach out directly — we are always interested in hearing from experienced Oracle EPM, OneStream, and NetSuite professionals. ### No specific roles listed yet If you are an experienced EPM, ERP, or BI consultant looking for your next challenge, we’d love to hear from you. Send your CV and a brief introduction to our team and we’ll be in touch. --- ## Interested in joining the team? Send us your CV and a brief introduction — we are always open to hearing from experienced consultants. [Contact Us](/contact-us/) --- ### [Press Releases](https://jamesandmonroe.com/insights/press-releases/) **Published:** December 2, 2019 **Author:** Richard Philipson **Content:** ## INSIGHTS Expert articles, Oracle Cloud updates, and press releases from James & Monroe. [HOME](/home/)›[INSIGHTS](/insights/)›PRESS RELEASES ### PRESS RELEASES The latest news, announcements, and press coverage from James & Monroe. Stay informed with the latest news from [James & Monroe](https://jamesandmonroe.com/), a specialist [Oracle EPM](https://www.oracle.com/performance-management/) and [OneStream](https://www.onestream.com/) consulting partner. Our press releases cover company milestones, new [EPM solutions](https://jamesandmonroe.com/solutions/) partnerships, team growth, and Oracle EPM industry updates across Australia, New Zealand, and Asia. - [ ![SEEK deploy Oracle EPM cloud](https://jamesandmonroe.com/wp-content/uploads/2024/09/group-of-successful-business-people-at-work-in-off-2023-11-27-05-21-55-utc-scaled.jpg) ](https://jamesandmonroe.com/news/press-releases/seek-deploy-oracle-epm-cloud/) Sep 6, 2024 [SEEK deploy Oracle EPM cloud](https://jamesandmonroe.com/news/press-releases/seek-deploy-oracle-epm-cloud/) J&M’s solution provided SEEK with a unified, efficient, and scalable budgeting and planning system. The centralized data and streamlined processes enhanced user experience, reduced operational costs, and improved overall reporting accuracy and efficiency, enabling SEEK to better manage their global operations - [ ![J&M helps EPA improve compliance by helping enforce policies, enabling audits, and analysing expense trends in Oracle Fusion ERP.](https://jamesandmonroe.com/wp-content/uploads/2024/06/big-data-and-internet-of-things-trend-2023-11-27-04-54-16-utc-scaled.jpg) ](https://jamesandmonroe.com/news/press-releases/jm-helps-epa-improve-compliance-by-helping-enforce-policies-enabling-audits-and-analysing-expense-trends-in-oracle-fusion-erp/) Jun 25, 2024 [J&M helps EPA improve compliance by helping enforce policies, enabling audits, and analysing expense trends in Oracle Fusion ERP.](https://jamesandmonroe.com/news/press-releases/jm-helps-epa-improve-compliance-by-helping-enforce-policies-enabling-audits-and-analysing-expense-trends-in-oracle-fusion-erp/) EPA chose James & Monroe as their partner to support their Oracle ERP and EPM implementations and to help them continually drive value from this investment. Learn how J&M can help you and your team get the best value from your Oracle ERP and EPM investments. - [ ![Lion transitions smoothly from Hyperion to Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2022/05/gettyimages-919593902-2048x2048-1.jpg) ](https://jamesandmonroe.com/news/press-releases/lion-transitions-smoothly-from-hyperion-to-oracle-cloud-epm/) May 30, 2022 [Lion transitions smoothly from Hyperion to Oracle Cloud EPM](https://jamesandmonroe.com/news/press-releases/lion-transitions-smoothly-from-hyperion-to-oracle-cloud-epm/) One of Oceania’s largest adult beverage companies adopts Oracle Cloud EPM in a big-bang, virtual approach, with integration to SAP on-premises ERP. - [ ![James & Monroe Becomes Latest OneStream Software Implementation Partner](https://jamesandmonroe.com/wp-content/uploads/2019/12/0.png) ](https://jamesandmonroe.com/news/press-releases/james-monroe-becomes-latest-onestream-software-implementation-partner/) Dec 2, 2019 [James & Monroe Becomes Latest OneStream Software Implementation Partner](https://jamesandmonroe.com/news/press-releases/james-monroe-becomes-latest-onestream-software-implementation-partner/) OneStream Software today announced a strategic partnership with James & Monroe to transform Corporate Performance Management (CPM) processes for sophisticated organizations around the globe. This new partnership will provide industry-leading software and implementation expertise while driving efficiency in the Office of Finance. --- ### Stay Informed — Subscribe to J&M Insights Keep up with the latest J&M news and announcements. Subscribe to J&M Insights for press releases, company news, Oracle EPM and ERP analysis, and exclusive event invitations delivered directly to your inbox. [Subscribe to J&M Insights](/subscribe/). --- ### [Oracle Cloud Updates](https://jamesandmonroe.com/insights/oracle-cloud-updates/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Stay current with Oracle Cloud application updates. James & Monroe provides direct links to Oracle ERP, EPM, HCM, and SCM cloud release notes and update documentation. **Content:** ## INSIGHTS Expert articles, Oracle Cloud updates, and press releases from James & Monroe. [HOME](/home/)›[INSIGHTS](/insights/)›ORACLE CLOUD UPDATES ### ORACLE CLOUD UPDATES Latest Oracle Cloud ERP & EPM Updates Archive Stay current with Oracle Cloud application updates. This page provides direct links to Oracle’s official readiness documentation for **Enterprise Performance Management (EPM)** and **Enterprise Resource Planning (ERP)** cloud services. EPM Cloud receives **monthly updates**, while ERP Cloud follows a **quarterly release cycle** (A, B, C, D each year). Click any link to view Oracle’s feature summary, setup guidance, and what’s new documentation. [View Oracle Cloud Applications Readiness Portal →](https://docs.oracle.com/en/cloud/saas/readiness/index.html) [▼ EPM Cloud Updates](#jm-epm-archive)[▼ ERP Cloud Updates](#jm-erp-archive) Latest Updates EPM Cloud — April 2026 Enterprise Performance Management [EPM What’s New — April 2026 (26.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2026/epm-apr26/index.html)LATEST Enterprise Data Management [EDM What’s New — April 2026 (26.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2026/edm-apr26/index.html)LATEST ERP Cloud — Update 26B Financials [Financials What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/fins26b/index.html)LATEST [Self Service Financials What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/ssfin26b/index.html)LATEST Procurement [Procurement What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/scm/26b/proc26b/index.html)LATEST [Self Service Procurement What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/scm/26b/ssproc26b/index.html)LATEST Project Management [Project Management What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/ppm26b/index.html)LATEST Risk Management [Risk Management What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/risk26b/index.html)LATEST Common Technologies & User Experience [Common Technologies What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/common/26b/common26b/index.html)LATEST ERP Analytics [What’s New in Oracle Fusion Data Intelligence](https://docs.oracle.com/en/cloud/saas/readiness/../analytics/26r1/fawwn/index.html)LATEST EPM Cloud Archive Monthly Updates — 2024-2026▼ 2026 Enterprise Performance Management [EPM What’s New — April 2026 (26.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2026/epm-apr26/index.html) Enterprise Data Management [EDM What’s New — April 2026 (26.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2026/edm-apr26/index.html) 2025 Enterprise Performance Management [EPM What’s New — November 2025 (25.11)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-nov25/index.html) [EPM What’s New — October 2025 (25.10)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-oct25/index.html) [EPM What’s New — September 2025 (25.09)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-sep25/index.html) [EPM What’s New — August 2025 (25.08)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-aug25/index.html) [EPM What’s New — July 2025 (25.07)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-jul25/index.html) [EPM What’s New — June 2025 (25.06)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-jun25/index.html) [EPM What’s New — May 2025 (25.05)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-may25/index.html) [EPM What’s New — April 2025 (25.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-apr25/index.html) [EPM What’s New — March 2025 (25.03)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-mar25/index.html) [EPM What’s New — February 2025 (25.02)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-feb25/index.html) [EPM What’s New — January 2025 (25.01)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/epm-jan25/index.html) Enterprise Data Management [EDM What’s New — November 2025 (25.11)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-nov25/index.html) [EDM What’s New — October 2025 (25.10)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-oct25/index.html) [EDM What’s New — September 2025 (25.09)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-sep25/index.html) [EDM What’s New — August 2025 (25.08)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-aug25/index.html) [EDM What’s New — July 2025 (25.07)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-jul25/index.html) [EDM What’s New — June 2025 (25.06)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-jun25/index.html) [EDM What’s New — May 2025 (25.05)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-may25/index.html) [EDM What’s New — April 2025 (25.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-apr25/index.html) [EDM What’s New — March 2025 (25.03)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-mar25/index.html) [EDM What’s New — February 2025 (25.02)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-feb25/index.html) [EDM What’s New — January 2025 (25.01)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2025/edm-jan25/index.html) 2024 Enterprise Performance Management [EPM What’s New — December 2024 (24.12)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-dec24/index.html) [EPM What’s New — November 2024 (24.11)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-nov24/index.html) [EPM What’s New — October 2024 (24.10)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-oct24/index.html) [EPM What’s New — September 2024 (24.09)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-sep24/index.html) [EPM What’s New — August 2024 (24.08)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-aug24/index.html) [EPM What’s New — July 2024 (24.07)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-jul24/index.html) [EPM What’s New — June 2024 (24.06)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-jun24/index.html) [EPM What’s New — May 2024 (24.05)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-may24/index.html) [EPM What’s New — April 2024 (24.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-apr24/index.html) [EPM What’s New — March 2024 (24.03)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-mar24/index.html) [EPM What’s New — February 2024 (24.02)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-feb24/index.html) [EPM What’s New — January 2024 (24.01)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/epm-jan24/index.html) Enterprise Data Management [EDM What’s New — December 2024 (24.12)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-dec24/index.html) [EDM What’s New — November 2024 (24.11)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-nov24/index.html) [EDM What’s New — October 2024 (24.10)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-oct24/index.html) [EDM What’s New — September 2024 (24.09)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-sep24/index.html) [EDM What’s New — August 2024 (24.08)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-aug24/index.html) [EDM What’s New — July 2024 (24.07)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-jul24/index.html) [EDM What’s New — June 2024 (24.06)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-jun24/index.html) [EDM What’s New — May 2024 (24.05)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-may24/index.html) [EDM What’s New — April 2024 (24.04)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-apr24/index.html) [EDM What’s New — March 2024 (24.03)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-mar24/index.html) [EDM What’s New — February 2024 (24.02)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-feb24/index.html) [EDM What’s New — January 2024 (24.01)](https://docs.oracle.com/en/cloud/saas/readiness/epm/2024/edm-jan24/index.html) [View all EPM updates on Oracle Cloud Readiness →](https://docs.oracle.com/en/cloud/saas/readiness/epm.html) ERP Cloud Archive Quarterly Updates — 2024-2026▼ 2026 Financials [Financials What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/fins26b/index.html) [Financials What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/erp/26a/fins26a/index.html) [Self Service Financials What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/ssfin26b/index.html) [Self Service Financials What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/erp/26a/ssfin26a/index.html) [Accounting Hub What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/ah26b/index.html) [Accounting Hub What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/erp/26a/ah26a/index.html) Procurement [Procurement What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/scm/26b/proc26b/index.html) [Procurement What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/scm/26a/proc26a/index.html) [Self Service Procurement What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/scm/26b/ssproc26b/index.html) [Self Service Procurement What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/scm/26a/ssproc26a/index.html) Project Management [Project Management What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/ppm26b/index.html) [Project Management What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/erp/26a/ppm26a/index.html) Risk Management [Risk Management What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/erp/26b/risk26b/index.html) [Risk Management What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/erp/26a/risk26a/index.html) Common Technologies & User Experience [Common Technologies What’s New 26B](https://docs.oracle.com/en/cloud/saas/readiness/common/26b/common26b/index.html) [Common Technologies What’s New 26A](https://docs.oracle.com/en/cloud/saas/readiness/common/26a/common26a/index.html) 2025 Financials [Financials What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/erp/25d/fins25d/index.html) [Financials What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/erp/25c/fins25c/index.html) [Financials What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/erp/25b/fins25b/index.html) [Financials What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/erp/25a/fins25a/index.html) [Self Service Financials What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/erp/25d/ssfin25d/index.html) [Self Service Financials What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/erp/25c/ssfin25c/index.html) [Self Service Financials What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/erp/25b/ssfin25b/index.html) [Self Service Financials What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/erp/25a/ssfin25a/index.html) [Accounting Hub What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/erp/25d/ah25d/index.html) [Accounting Hub What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/erp/25c/ah25c/index.html) [Accounting Hub What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/erp/25b/ah25b/index.html) [Accounting Hub What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/erp/25a/ah25a/index.html) Procurement [Procurement What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/scm/25d/proc25d/index.html) [Procurement What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/scm/25c/proc25c/index.html) [Procurement What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/scm/25b/proc25b/index.html) [Procurement What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/scm/25a/proc25a/index.html) [Self Service Procurement What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/scm/25d/ssproc25d/index.html) [Self Service Procurement What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/scm/25c/ssproc25c/index.html) [Self Service Procurement What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/scm/25b/ssproc25b/index.html) [Self Service Procurement What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/scm/25a/ssproc25a/index.html) Project Management [Project Management What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/erp/25d/ppm25d/index.html) [Project Management What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/erp/25c/ppm25c/index.html) [Project Management What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/erp/25b/ppm25b/index.html) [Project Management What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/erp/25a/ppm25a/index.html) Risk Management [Risk Management What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/erp/25d/risk25d/index.html) [Risk Management What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/erp/25c/risk25c/index.html) [Risk Management What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/erp/25b/risk25b/index.html) [Risk Management What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/erp/25a/risk25a/index.html) Common Technologies & User Experience [Common Technologies What’s New 25D](https://docs.oracle.com/en/cloud/saas/readiness/common/25d/common25d/index.html) [Common Technologies What’s New 25C](https://docs.oracle.com/en/cloud/saas/readiness/common/25c/common25c/index.html) [Common Technologies What’s New 25B](https://docs.oracle.com/en/cloud/saas/readiness/common/25b/common25b/index.html) [Common Technologies What’s New 25A](https://docs.oracle.com/en/cloud/saas/readiness/common/25a/common25a/index.html) 2024 Financials [Financials What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/fins24d/index.html) [Financials What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/fins24c/index.html) [Financials What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/fins24b/index.html) [Financials What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/fins24a/index.html) [Self Service Financials What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/ssfin24d/index.html) [Self Service Financials What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/ssfin24c/index.html) [Self Service Financials What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/ssfin24b/index.html) [Self Service Financials What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/ssfin24a/index.html) [Accounting Hub What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/ah24d/index.html) [Accounting Hub What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/ah24c/index.html) [Accounting Hub What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/ah24b/index.html) [Accounting Hub What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/ah24a/index.html) Procurement [Procurement What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/scm/24d/proc24d/index.html) [Procurement What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/scm/24c/proc24c/index.html) [Procurement What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/scm/24b/proc24b/index.html) [Procurement What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/scm/24a/proc24a/index.html) [Self Service Procurement What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/scm/24d/ssproc24d/index.html) [Self Service Procurement What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/scm/24c/ssproc24c/index.html) [Self Service Procurement What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/scm/24b/ssproc24b/index.html) [Self Service Procurement What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/scm/24a/ssproc24a/index.html) Project Management [Project Management What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/ppm24d/index.html) [Project Management What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/ppm24c/index.html) [Project Management What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/ppm24b/index.html) [Project Management What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/ppm24a/index.html) Risk Management [Risk Management What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/risk24d/index.html) [Risk Management What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/risk24c/index.html) [Risk Management What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/risk24b/index.html) [Risk Management What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/risk24a/index.html) [Financial Reporting Compliance What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/erp/24c/frc24c/index.html) [Financial Reporting Compliance What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/erp/24b/frc24b/index.html) [Financial Reporting Compliance What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/erp/24a/frc24a/index.html) Common Technologies & User Experience [Common Technologies What’s New 24D](https://docs.oracle.com/en/cloud/saas/readiness/common/24d/common24d/index.html) [Common Technologies What’s New 24C](https://docs.oracle.com/en/cloud/saas/readiness/common/24c/common24c/index.html) [Common Technologies What’s New 24B](https://docs.oracle.com/en/cloud/saas/readiness/common/24b/common24b/index.html) [Common Technologies What’s New 24A](https://docs.oracle.com/en/cloud/saas/readiness/common/24a/common24a/index.html) [View all ERP updates on Oracle Cloud Readiness →](https://docs.oracle.com/en/cloud/saas/readiness/erp.html) --- ### Stay Informed — Subscribe to J&M Insights Never miss an Oracle Cloud release update. Subscribe to J&M Insights for quarterly Oracle EPM and ERP release highlights, expert analysis and exclusive event invitations delivered directly to your inbox. [Subscribe to J&M Insights](/subscribe/). --- ### [Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Tax Reporting automates global tax provision, country-by-country reporting, and tax analytics to streamline corporate tax compliance. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›TAX REPORTING ### TAX REPORTING Oracle Cloud EPM Tax Reporting streamlines global tax provisioning, compliance, and reporting with controlled, audit‑ready processes. ### Overview Oracle Cloud EPM Tax Reporting streamlines the corporate tax provision process by connecting tax calculations directly to your consolidated financial data. Finance and tax teams can collaborate on provision calculations, deferred tax analysis, and regulatory reporting within a single governed environment. J&M implements Tax Reporting solutions that reduce provision cycle times, improve accuracy, and provide tax teams with the visibility they need to manage effective tax rates and compliance obligations. ### Key Capabilities #### Tax Provision Automation Automate current and deferred tax calculations with pre-built tax logic, configurable rates, and multi-jurisdiction support. #### Effective Tax Rate Analysis Analyse and explain movements in effective tax rates with built-in rate reconciliation and variance analysis tools. #### Country-by-Country Reporting Generate CbCR reports in compliance with OECD BEPS requirements with automated data collection from your consolidated financials. #### Tax-Finance Alignment Connect directly to Financial Consolidation data for seamless provision calculations based on your consolidated results. ### Business Benefits ⏱ #### Faster Provision Reduce tax provision cycle times with automated calculations and workflows 📋 #### Compliance Meet CbCR, BEPS, and jurisdictional reporting requirements with confidence 📈 #### Rate Transparency Clearly explain effective tax rate movements to stakeholders ### How J&M Helps 1. **Tax Process Assessment** — We map your current provision process, jurisdictions, and reporting requirements. 2. **Solution Design** — We configure tax rules, rates, jurisdictions, and reporting templates. 3. **Implementation** — We build the Tax Reporting application with automation and workflow rules. 4. **Integration** — We connect Tax Reporting with Financial Consolidation for seamless data flow. 5. **Provision Support** — We support your first provision cycles and refine calculations. For full product details, visit [Oracle EPM Tax Reporting on Oracle.com](https://www.oracle.com/anz/performance-management/tax-reporting/) ### Streamline Your Tax Provision Faster, more accurate tax provision with full compliance and stakeholder transparency. [Contact J&M](/contact-us/) --- ### Oracle EPM Cloud Resources - [Oracle EPM Cloud Documentation](https://docs.oracle.com/en/cloud/saas/epm-cloud/) — official release notes, admin guides and user documentation for Oracle Tax Reporting Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle EPM Cloud - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle EPM Cloud Solutions - [Oracle Planning](/solutions/oracle-cloud-epm/planning/) — integrated financial planning with direct links to tax and reporting data - [Financial Consolidation and Close](/solutions/oracle-cloud-epm/financial-consolidation-and-close/) — automated consolidation feeding directly into Oracle Tax Reporting - [Narrative Reporting](/solutions/oracle-cloud-epm/narrative-reporting/) — regulatory and statutory report authoring connected to Tax Reporting data - [Enterprise Data Management](/solutions/oracle-cloud-epm/enterprise-data-management/) — govern and synchronise the chart of accounts and entity hierarchies used in Tax Reporting --- ### [Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Enterprise Data Management governs master data hierarchies, mappings, and data integration across EPM and ERP to ensure consistency and compliance. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›ENTERPRISE DATA MANAGEMENT ### ENTERPRISE DATA MANAGEMENT Oracle Cloud EPM Tax Reporting streamlines global tax provisioning, compliance, and reporting with controlled, audit‑ready processes. ### Overview Oracle Cloud Enterprise Data Management (EDM) provides a centralised platform for managing master data hierarchies, mappings, and governance workflows across EPM applications and beyond. EDM ensures consistency and accuracy of dimensional data across your entire application landscape. J&M implements EDM solutions that establish data governance as a business capability, enabling organisations to manage change confidently while maintaining data integrity across financial and operational systems. ### Key Capabilities #### Hierarchy Management Manage complex hierarchies for charts of accounts, cost centres, entities, and custom dimensions with visual navigation and drag-and-drop editing. #### Change Governance Route data changes through configurable approval workflows with business rules validation, impact analysis, and audit trails. #### Cross-Application Sync Push approved master data changes to multiple target applications — EPM, ERP, HCM — from a single governed source. #### Impact Analysis Visualise the downstream impact of proposed changes before they are committed, reducing risk and unintended consequences. ### Business Benefits 🗃 #### Single Source of Truth One governed platform for all master data hierarchies ✅ #### Change Control Every data change is validated, approved, and auditable 🔄 #### Cross-System Consistency Synchronise master data across EPM, ERP, and other applications ### How J&M Helps 1. **Data Governance Assessment** — We map your current master data landscape, ownership, and change processes. 2. **Governance Design** — We design approval workflows, validation rules, and distribution targets. 3. **Implementation** — We configure EDM viewpoints, properties, approval policies, and integrations. 4. **Data Migration** — We load existing hierarchies and validate against target applications. 5. **Governance Enablement** — We train data stewards and administrators on the governed workflow. For full product details, visit [Oracle EPM Enterprise Data Management on Oracle.com](https://www.oracle.com/anz/performance-management/enterprise-data-management/) ### Establish Enterprise Data Governance Centralised master data management that ensures consistency across all your applications. [Contact J&M](/contact-us/) --- ### Oracle EPM Cloud Resources - [Oracle EPM Cloud Documentation](https://docs.oracle.com/en/cloud/saas/epm-cloud/) — official release notes, admin guides and user documentation for Oracle Enterprise Data Management Cloud - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle EPM Cloud - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle EPM Cloud Solutions - [Oracle Planning](/solutions/oracle-cloud-epm/planning/) — driver-based financial planning and scenario modelling connected to live enterprise data - [Financial Consolidation and Close](/solutions/oracle-cloud-epm/financial-consolidation-and-close/) — automated consolidation, intercompany eliminations and financial close management - [Account Reconciliation](/solutions/oracle-cloud-epm/account-reconciliation/) — automated matching and reconciliation to accelerate period-end close - [Narrative Reporting](/solutions/oracle-cloud-epm/narrative-reporting/) — collaborative management and regulatory report authoring with live EPM data - [EPM Planning Modules](/solutions/oracle-cloud-epm/epcm/) — workforce, capital, projects and strategic modelling extensions for Oracle Planning --- ### [FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM FreeForm provides a flexible, multi-dimensional modelling environment for ad-hoc analysis, what-if scenarios, and custom business applications. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›FREEFORM ### FREEFORM Oracle Cloud EPM FreeForm provides a flexible modelling environment for bespoke planning, forecasting, and analysis without predefined structures. ### Overview Oracle Cloud EPM FreeForm provides a blank canvas for building bespoke planning and reporting applications without the constraints of pre-built module structures. Organisations can create large-scale, fully customisable models while still leveraging the EPM Platform capabilities like dashboards, workflows, and AI. J&M designs and builds FreeForm applications for organisations with unique planning requirements that do not fit neatly into standard EPM modules, delivering the flexibility of custom development with the power of the EPM Platform. ### Key Capabilities #### Custom Model Design Build planning models from scratch with complete control over dimensions, hierarchies, calculations, and business rules. #### Platform Integration Leverage all EPM Platform capabilities — dashboards, Smart View, task management, and data integration — within your custom model. #### AI & Financial Intelligence Access built-in financial intelligence, predictive planning, and Insights capabilities within your custom application. #### Scalable Architecture Support large-scale models with millions of data intersections while maintaining performance and usability. ### Business Benefits 🛠 #### Full Flexibility Build exactly the planning model your business needs, without module constraints ⚡ #### Platform Power Custom models with enterprise-grade security, workflows, and AI 📈 #### Scalability Handle complex, large-scale modelling requirements with confidence ### How J&M Helps 1. **Requirements Workshop** — We work with stakeholders to define the planning model structure, calculations, and user experience. 2. **Model Architecture** — We design dimensions, hierarchies, and calculation logic for performance and maintainability. 3. **Build & Configure** — We construct the FreeForm application with forms, dashboards, business rules, and integrations. 4. **Testing & UAT** — We validate model accuracy, performance, and usability with business users. 5. **Deployment & Training** — We deploy the application and train administrators and end users. For full product details, visit [Oracle EPM FreeForm on Oracle.com](https://www.oracle.com/anz/performance-management/freeform/) ### Build Your Custom Planning Solution Bespoke planning applications with the full power of the Oracle Cloud EPM Platform. [Contact J&M](/contact-us/) --- ### [Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Narrative Reporting combines data, narrative, and charts into collaborative management reports, board books, and regulatory filings. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›NARRATIVE REPORTING ### NARRATIVE REPORTING Oracle Cloud EPM Narrative Reporting enables collaborative, controlled management and disclosure reporting with financial and narrative content aligned. ### Overview Oracle Cloud EPM Narrative Reporting provides a collaborative platform for assembling, reviewing, and publishing complex financial report packages. Teams can work together on narrative commentary, data-driven content, and formatted documents within a governed workflow. J&M implements Narrative Reporting solutions that transform your reporting process from a fragmented, email-driven exercise into a streamlined, collaborative workflow with full version control and audit trails. ### Key Capabilities #### Collaborative Authoring Multiple authors work simultaneously on report sections with real-time status tracking, version control, and role-based access. #### Data-Driven Content Embed live data from EPM applications directly into reports — tables, charts, and KPIs update automatically as data changes. #### Report Package Management Assemble complex report packages from multiple document types with structured workflows, review cycles, and approval gates. #### Multi-Format Publishing Publish final reports in PDF, Word, PowerPoint, and HTML formats with consistent branding and formatting. ### Business Benefits 📝 #### Streamlined Reporting Replace email chains and shared drives with a governed collaboration platform 📊 #### Live Data Embedded data connections ensure reports always reflect the latest numbers 🔒 #### Governed Process Full audit trail of who changed what, when, with approval workflows ### How J&M Helps 1. **Reporting Assessment** — We analyse your current reporting processes, templates, and pain points. 2. **Report Design** — We design report templates, data connections, and workflow structures. 3. **Implementation** — We configure report packages, author roles, review cycles, and publishing rules. 4. **Training** — We train report authors, reviewers, and administrators on the collaborative workflow. 5. **Template Library** — We build a reusable library of report components for ongoing efficiency. For full product details, visit [Oracle EPM Narrative Reporting on Oracle.com](https://www.oracle.com/anz/performance-management/narrative-reporting/) ### Transform Your Reporting Process Collaborative, data-driven reporting that keeps pace with your business. [Contact J&M](/contact-us/) --- ### [Account Reconciliation & Transaction Matching](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Account Reconciliation automates balance sheet reconciliations, transaction matching, and compliance monitoring to reduce close risk. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›ACCOUNT RECONCILATIONS ### ACCOUNT RECONCILATIONS Oracle Cloud EPM Account Reconciliation automates balance sheet reconciliations with standardised processes, controls, and audit visibility. ### Overview Oracle Cloud EPM Account Reconciliation automates the preparation, review, and certification of account reconciliations. Transaction Matching uses configurable rules to automatically match high volumes of transactions across data sources, dramatically reducing manual effort. J&M helps finance teams implement automated reconciliation processes that improve accuracy, reduce risk, and free up valuable time for higher-value analysis work. ### Key Capabilities #### Automated Reconciliation Automate balance comparisons, variance analysis, and reconciliation preparation with configurable templates and workflows. #### Transaction Matching Match high volumes of transactions across data sources using configurable rules — one-to-one, one-to-many, and many-to-many patterns. #### Risk-Based Prioritisation Focus reviewer attention on high-risk reconciliations with risk ratings, materiality thresholds, and exception-based workflows. #### Compliance & Audit Trail Maintain complete audit trails with electronic sign-offs, supporting documentation, and compliance reporting. ### Business Benefits ⏱ #### Time Savings Automate up to 80% of reconciliation activities 🔒 #### Risk Reduction Risk-based workflows ensure high-value accounts get appropriate review 📋 #### Audit Ready Complete audit trails and electronic certifications at all times ### How J&M Helps 1. **Reconciliation Assessment** — We analyse your current reconciliation processes, volumes, and pain points. 2. **Template Design** — We design reconciliation templates and matching rules for your account types. 3. **Implementation** — We configure profiles, formats, matching rules, and approval workflows. 4. **Data Integration** — We connect source systems to automate data loading and balance comparisons. 5. **Go-Live Support** — We support the first reconciliation cycles and refine rules based on match rates. For full product details, visit [Oracle EPM Account Reconciliation on Oracle.com](https://www.oracle.com/anz/performance-management/account-reconciliation/) ### Automate Your Reconciliation Process Reduce manual effort, improve accuracy, and maintain compliance with automated reconciliation. [Contact J&M](/contact-us/) --- ### [Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Financial Consolidation and Close automates intercompany eliminations, currency translation, and journal entries to accelerate the financial close. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›FINANCIAL CONSOLIDATION AND CLOSE ### FINANCIAL CONSOLIDATION AND CLOSE Oracle Cloud EPM Financial Consolidation and Close streamlines close, consolidation, and reporting with built‑in governance and audit transparency. ### Overview Oracle Cloud EPM Financial Consolidation and Close streamlines the entire financial close process — from data collection and intercompany eliminations through consolidation, reporting, and compliance. Pre-built functionality covers journal entries, currency translation, minority interest, and regulatory filings. J&M accelerates close cycle times by implementing automated consolidation workflows that reduce manual effort and improve accuracy, helping finance teams close the books with confidence. ### Key Capabilities #### Automated Consolidation Pre-built consolidation rules for currency translation, intercompany eliminations, minority interest, and ownership adjustments. #### Close Task Management Orchestrate the entire close process with task scheduling, dependencies, assignments, and real-time status tracking. #### Journal Management Create, review, and approve journal entries with full audit trails and approval workflows. #### Compliance Reporting Generate statutory reports, regulatory filings, and management reporting from a single consolidated data set. ### Business Benefits ⏱ #### Faster Close Reduce close cycle times with automated consolidation and workflow management ✅ #### Improved Accuracy Eliminate spreadsheet errors with pre-built consolidation rules and validations 📋 #### Compliance Ready Meet regulatory requirements with built-in statutory reporting capabilities ### How J&M Helps 1. **Close Process Assessment** — We map your current close activities, identify bottlenecks, and quantify improvement opportunities. 2. **Solution Design** — We architect consolidation rules, task workflows, and reporting requirements. 3. **Implementation** — We configure consolidation, journals, close tasks, and compliance reports. 4. **Testing & Validation** — We perform parallel close cycles to verify accuracy before go-live. 5. **Hypercare & Optimisation** — We support your first live close cycles and refine processes. For full product details, visit [Oracle EPM Financial Consolidation and Close on Oracle.com](https://www.oracle.com/anz/performance-management/financial-consolidation-close/) ### Accelerate Your Financial Close Reduce close cycle times and improve accuracy with automated consolidation and close management. [Contact J&M](/contact-us/) --- ### [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Planning enables connected financial and operational planning, budgeting, and forecasting with driver-based models and predictive analytics. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›ORACLE CLOUD EPM PLANNING ### ORACLE CLOUD EPM PLANNING Oracle Cloud EPM Planning enables integrated planning, forecasting, and scenario modelling to align strategy, finance, and operations. ### Overview Oracle Cloud EPM Planning enables finance teams to move beyond spreadsheets to a connected, enterprise-wide planning platform. With pre-built best-practice content for financial planning, workforce planning, capital planning, and project planning, organisations can rapidly deploy sophisticated planning processes while maintaining the flexibility to adapt to unique business requirements. J&M delivers end-to-end Planning implementations — from initial design and data integration through user training and ongoing optimisation — ensuring your planning environment drives real business value from day one. ### Key Capabilities #### Planning, Budgeting & Forecasting Create goal-oriented, driver-based plans with interactive dashboards, predictive planning, and connected business modelling across finance and operations. #### Scenario Modelling Apply sophisticated financial intelligence with Monte Carlo simulations to rapidly model multiple scenarios and understand strategic impacts on your bottom line. #### Predictive Cash Forecasting Automate cash data collection and leverage predictive algorithms to generate daily or weekly cash forecasts, improving speed and accuracy of cash management. #### Workforce Planning Plan compensation expenses with driver-based models. Align finance and HR with pre-built integration to Oracle Cloud HCM and third-party solutions. #### Capital Asset Planning Track the full lifecycle of capital investments — cash flow plans, depreciation, amortisation, and asset-related expenses with out-of-the-box calculations. #### Intelligent Performance Management Leverage machine learning to identify patterns in financial and operational data, detect anomalies, and deliver proactive insights to decision-makers. ### Business Benefits 🎯 #### Connected Planning Integrate plans across finance, operations, and lines of business for full impact analysis 🔬 #### Predictive Insights AI-driven forecasting and anomaly detection improve accuracy and speed ⚡ #### Rapid Deployment Pre-built best-practice content accelerates time-to-value ### How J&M Helps 1. **Planning Assessment** — We map your current planning processes and identify opportunities for automation and improvement. 2. **Solution Design** — We architect your Planning environment with the right modules, dimensions, and integrations for your business. 3. **Implementation** — Our certified consultants configure, test, and deploy your planning solution with minimal disruption. 4. **User Enablement** — We train finance teams and business users to maximise adoption and self-service capabilities. 5. **Continuous Improvement** — We provide ongoing optimisation, new module rollouts, and quarterly update support. For full product details, visit [Oracle EPM Planning on Oracle.com](https://www.oracle.com/anz/performance-management/planning/) ### Transform Your Planning Processes Replace spreadsheets with connected, intelligent planning that drives better decisions. [Contact J&M](/contact-us/) --- ### Oracle EPM Cloud Resources - [Oracle EPM Cloud Documentation](https://docs.oracle.com/en/cloud/saas/epm-cloud/) — official release notes, admin guides and user documentation - [Oracle University](https://education.oracle.com/) — certified training and learning subscriptions for Oracle EPM Cloud - [Oracle Help Center](https://docs.oracle.com/en/) — complete Oracle product documentation library ### Related Oracle EPM Cloud Solutions - [Financial Consolidation & Close](/solutions/oracle-cloud-epm/financial-consolidation-close/) — connect your planning cycles directly to the close process - [Strategic Workforce Planning](/solutions/oracle-cloud-epm/strategic-workforce-planning/) — align headcount and compensation plans with financial targets - [Sales Planning](/solutions/oracle-cloud-epm/sales-planning/) — integrate revenue planning with sales quota and territory modelling - [Platform for Performance Management](/solutions/oracle-cloud-epm/platform/) — the unified Oracle EPM Cloud platform that powers Planning --- ### [Subscribe](https://jamesandmonroe.com/contact-us/subscribe/) **Published:** April 5, 2026 **Author:** Richard Philipson **Content:** ## Stay Ahead in Oracle EPM, OneStream & ERP The J&M Insights newsletter is your direct source for expert analysis, product updates and practical guidance on Oracle EPM Cloud, Oracle Fusion ERP, OneStream, and NetSuite. Written by practitioners for practitioners, each edition helps finance and technology teams stay current, make informed platform decisions, and get more value from their enterprise systems. Whether you are planning an Oracle EPM implementation, evaluating OneStream as a consolidation platform, or managing a live Oracle Fusion ERP environment, our newsletter delivers relevant, timely content directly to your inbox — at no cost. ## What J&M Subscribers Receive - **Oracle Cloud EPM & ERP Updates** — quarterly Oracle Cloud release highlights, new features, and what they mean for your business - **EPM & ERP Insights** — in-depth articles on planning, consolidation, reporting, and analytics best practices across Oracle EPM, OneStream and NetSuite - **Industry Perspectives** — commentary on CFO priorities, finance transformation trends, and emerging technology in enterprise performance management - **Case Studies & Client Stories** — real-world examples of how organisations across Australia, New Zealand and Asia are using EPM and ERP to improve performance - **Events & Webinars** — invitations to J&M-hosted and partner events, including Oracle CloudWorld updates, OneStream user group sessions, and training workshops - **Press Releases & J&M News** — announcements of new services, partnerships, and company milestones ## Subscribe to J&M Insights Enter your details below to join thousands of Oracle EPM and ERP professionals who rely on James & Monroe for independent, practical insight. We respect your privacy — your details will never be shared with third parties and you can unsubscribe at any time. *James & Monroe is a specialist Oracle EPM and ERP consulting firm with 25+ years of experience and offices across Australia, New Zealand, Singapore, and India. Our consultants work at the intersection of finance and technology — the insights we share are grounded in real project experience, not vendor marketing.* --- ### [Our Approach](https://jamesandmonroe.com/about-us/our-approach/) **Published:** April 5, 2026 **Author:** Richard Philipson **Content:** ![](https://jamesandmonroe.com/wp-content/uploads/2026/03/approach.webp "approach") ### THE ROLE OF THE DELIVERY MANAGER - Across every stage of the TIME framework, our Delivery Managers: - Own end-to-end delivery accountability - Act as the primary client interface for delivery matters - Coordinate functional, technical, onshore, and offshore teams - Maintain delivery governance, risk management, and reporting - Ensure a smooth transition from implementation into support or managed services Unlike traditional project management roles, James & Monroe Delivery Managers combine delivery leadership with deep domain expertise, allowing them to engage credibly with both business and technical stakeholders and make informed, pragmatic decisions throughout the engagement. --- ### [Australia](https://jamesandmonroe.com/about-us/locations/australia/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## OUR LOCATIONS James & Monroe operates across Australia, New Zealand, Asia, and the Middle East — delivering local expertise with global reach. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›AUSTRALIA ### AUSTRALIA James & Monroe Australia partners with organisations nationwide to deliver enterprise finance, performance management, and analytics solutions. Our Australian practice combines deep platform expertise with disciplined delivery, supported by James & Monroe’s broader Asia-Pacific consulting capability. James & Monroe has a long-standing presence in Australia, supporting organisations with complex financial, regulatory, and enterprise performance challenges across both the public and private sectors. With delivery teams across Melbourne and Sydney, we help Australian organisations modernise finance, improve decision-making, and deliver large-scale transformation with confidence. --- ## Designed for the Australian Market Australian organisations operate in an environment shaped by strong regulatory oversight, audit scrutiny, and enterprise-scale complexity. Our Australian practice is built to support these realities — from ASX-listed enterprises to government agencies and large statutory bodies. ### Enterprise Planning & Forecasting Budgeting, forecasting, scenario modelling, and driver-based planning across Oracle EPM and OneStream — connected directly to your ERP and source systems. ### Financial Close & Consolidation Statutory and management consolidation, intercompany elimination, FCCS, HFM, and OneStream implementations — with full audit trail and disclosure management. ### Reporting & Analytics Management reporting, board packs, regulatory disclosure, and business intelligence — delivered through Oracle Narrative Reporting, OBIEE, and integrated BI platforms. ### Platform Migrations & Modernisation Migration from legacy on-premise platforms including HFM and Hyperion Planning to Oracle EPM Cloud and OneStream — structured, low-risk, and governed end to end. ### Managed Support & BAU Operations Ongoing application support, patch management, and platform optimisation through our [COPE Support](/services/cope-support/) framework — with local and follow-the-sun coverage. --- ## Our Australian Offices We maintain offices across the two major Australian business centres — each with locally-based, product-certified consultants. ### [Melbourne](/about-us/locations/australia/oracle-epm-consulting-melbourne/) Australian Head Office. Our largest team — delivering major Oracle EPM and OneStream programmes across Victoria, South Australia, and the national market. ### [Sydney](/about-us/locations/australia/oracle-epm-consulting-sydney/) Our Sydney team supports enterprise and government clients across NSW and ACT — financial services, utilities, infrastructure, and the broader corporate market. --- ## Why Australian Organisations Choose J&M **21+ Years as an Oracle Partner**Long-standing Oracle Gold Partner with certified expertise across the full EPM and ERP Cloud product suite. **OneStream GOLD Partner**One of the most experienced OneStream delivery and support partners in the Australian market — with GOLD accreditation status. **Independent & Objective**We provide platform-agnostic advisory — recommending the solution that is right for your organisation, not just the one we prefer to sell. **Local Delivery, Regional Scale**Australian-based delivery teams backed by the depth and reach of a 90+ consultant regional practice across ANZ and Asia. --- ### Get in Touch To speak with our Australian practice, discuss a project, or learn more about how J&M can support your organisation, please [contact us](/contact-us/) or reach out to your nearest office directly. [Contact J&M](/contact-us/) --- ### [Consulting Kuala Lumpur](https://jamesandmonroe.com/about-us/locations/asia-india/consulting-kuala-lumpur/) **Published:** March 30, 2026 **Author:** Richard Philipson **Content:** # ASIA &NDIA James & Monroe’s Asia‑India practice supports enterprise delivery across the Asia‑Pacific region with scale, depth, and specialist expertise. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[ASIA & INDIA](https://jamesandmonroe.com/about-us/locations/asia-india/)›KUALA LUMPUR ### KUALA LUMPUR James & Monroe Kuala Lumpur supports organisations across Malaysia and the wider Asia‑Pacific region with enterprise finance, performance management, and analytics delivery. Our Kuala Lumpur team provides strong delivery and support capability across Oracle EPM, OneStream, and data integration, working closely with regional consulting teams to deliver scalable, high‑quality outcomes. ### Regional Delivery with Local Accountability The Kuala Lumpur office operates as part of James & Monroe’s broader Asia‑Pacific consulting practice, working closely with teams across Australia, New Zealand, Singapore, and India. This model provides clients with: - Local engagement and accountability in Malaysia - Access to deep specialist expertise across Oracle EPM and OneStream - Delivery and support aligned to regional time zones and close cycles This approach is particularly valuable for organisations running time‑critical close, consolidation, and planning processes across multiple countries in the ASEAN region. ### Building CPM Capability in Malaysia James & Monroe continues to invest in **Oracle EPM and OneStream capability** across Malaysia and the wider region. Our consultants are product‑certified, delivery‑focused, and supported by structured training and knowledge‑sharing across the firm. Kuala Lumpur offers clients — and consultants — access to complex regional engagements while benefiting from the scale and depth of a specialist CPM consulting practice. ### Our Office **Address:** Level 28, The Gardens South Tower, Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur, Malaysia **Phone:** [+65 9185 6029]() ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* Client Logo Client Logo Client Logo Client Logo Talk to Our Kuala Lumpur Oracle EPM & OneStream Team Whether you are implementing a new CPM platform, optimising an existing Oracle EPM or OneStream environment, or evaluating a move from legacy systems, our Kuala Lumpur team can help. ### Get in Touch To speak with our Kuala Lumpur team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Consulting Mumbai](https://jamesandmonroe.com/about-us/locations/asia-india/consulting-mumbai/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # ASIA & INDIA James & Monroe’s Asia‑India practice plays a critical role in supporting enterprise delivery across the Asia‑Pacific region and India. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[ASIA & INDIA](https://jamesandmonroe.com/about-us/locations/asia-india/)›MUMBAI ### MUMBAI James & Monroe Mumbai is the firm’s India support headquarters, playing a critical role in enabling enterprise delivery across India and the wider Asia‑Pacific region. Our Mumbai team provides specialist support across Oracle EPM, OneStream, data integration, and managed services, working closely with regional delivery teams to provide scale, continuity, and deep platform expertise. Our Mumbai office provides specialist Oracle EPM delivery capacity that supports J&M engagements across the ANZ region and globally. The Mumbai team brings deep technical expertise in Oracle EPM configuration, development, and integration — and plays a key role in our follow-the-sun support model, ensuring client issues are addressed around the clock. ### Our Office **Address:** 4th Floor, 406, Oriana Business Park, Wagle Industrial Estate, Thane (West), Maharashtra, India 400604 ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* Client Logo Client Logo Client Logo Client Logo ### Get in Touch To speak with our Mumbai team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Consulting Singapore](https://jamesandmonroe.com/about-us/locations/asia-india/consulting-singapore/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # ASIA & INDIA James &Monroe’s Asia India practice plays a critical role in supporting enterprise delivery across the Asia-Pacific region and beyond. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[ASIA & INDIA](https://jamesandmonroe.com/about-us/locations/asia-india/)›SINGAPORE ### SINGAPORE James & Monroe Singapore office provides enterprise finance and EPM consulting across the Asia‑Pacific region, combining local delivery capability with regional scale and deep platform expertise ### Regional Delivery with Local Accountability The Singapore office operates as part of James & Monroe’s broader Asia‑Pacific consulting practice, working closely with teams across Australia, New Zealand, and India. This model provides clients with: - Local engagement and accountability in Singapore - Access to deep specialist expertise across Oracle EPM and OneStream - Delivery and support aligned to regional time zones and close cycles This approach is particularly valuable for organisations running time‑critical close, consolidation, and planning processes across multiple countries. ### Building CPM Capability in Singapore James & Monroe continues to invest in **Oracle EPM and OneStream capability** across Singapore and the wider region. Our consultants are product‑certified, delivery‑focused, and supported by structured training and knowledge‑sharing across the firm. Singapore offers clients — and consultants — access to complex regional engagements while benefiting from the scale and depth of a specialist CPM consulting practice. ### Our Office **Address:** Level 6, Republic Plaza 1, 9 Raffles Place, Singapore 048619 **Phone:** [+65 9185 6029]() ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* Client Logo Client Logo Client Logo Client Logo Talk to Our Singapore Oracle EPM & OneStream Team Whether you are implementing a new CPM platform, optimising an existing Oracle EPM or OneStream environment, or evaluating a move from legacy systems, our Singapore team can help. ### Get in Touch To speak with our Singapore team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Consulting Wellington](https://jamesandmonroe.com/about-us/locations/new-zealand/consulting-wellington/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # NEW ZEALAND James & Monroe is proud to strengthen our presence in Aotearoa New Zealand, delivering specialist EPM, financial transformation, and technology advisory services. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[NEW ZEALAND](https://jamesandmonroe.com/about-us/locations/new-zealand/)›WELLINGTON ### WELLINGTON James & Monroe Wellington supports public and private sector organisations with enterprise finance, performance management, and reporting initiatives. Our Wellington consultants bring strong governance, compliance, and stakeholder‑focused delivery, backed by the scale of the James & Monroe New Zealand and Asia‑Pacific teams. Our Wellington office is a key part of James & Monroe’s New Zealand practice, supporting organisations across the region with enterprise finance and performance management expertise. Wellington clients benefit from direct access to senior consultants with deep Oracle EPM and OneStream experience, supported by the broader J&M New Zealand and Asia‑Pacific team when additional scale or specialist capability is required. ### Our Office **Address:**Level 3, Woodward House 188 Lambton Quay, Wellington Central, Wellington 6011, New Zealand ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* Client Logo Client Logo Client Logo Client Logo ### Get in Touch To speak with our NZ consulting team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Consulting Auckland](https://jamesandmonroe.com/about-us/locations/new-zealand/consulting-auckland/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # NEW ZEALAND James & Monroe is proud to strengthen our presence in Aotearoa New Zealand, delivering specialist EPM, financial transformation, and technology advisory services. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›[NEW ZEALAND](https://jamesandmonroe.com/about-us/locations/new-zealand/)›AUCKLAND ### AUCKLAND James & Monroe Auckland is a core delivery centre for New Zealand, supporting organisations with enterprise finance and EPM consulting across planning, consolidation, and analytics. Clients benefit from hands‑on senior consultants locally, combined with access to J&M’s wider regional expertise. Our Auckland office is James & Monroe’s New Zealand headquarters and the base for the majority of our Auckland team. Auckland clients benefit from direct access to senior consultants with deep Oracle EPM and OneStream expertise — and the ability to draw on the broader J&M regional team when engagements require additional capacity. ### Our Office **Address:** 280 Karangahape Road, Auckland 1140, New Zealand ### Find Us ### Our Clients *We’re proud to work with leading organisations across our region. Client logos coming soon.* Client Logo Client Logo Client Logo Client Logo ### Get in Touch To speak with our NZ consulting team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [New Zealand](https://jamesandmonroe.com/about-us/locations/new-zealand/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## OUR LOCATIONS James & Monroe operates across Australia, New Zealand, Asia, and the Middle East — delivering local expertise with global reach. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›AOTEAROA ### AOTEAROA James & Monroe New Zealand helps organisations modernise finance, planning, and consolidation platforms with senior‑led local consulting, backed by regional delivery capability James & Monroe is proud to strengthen our presence in Aotearoa New Zealand, delivering specialist Enterprise Performance Management (EPM), financial transformation, and technology advisory services tailored to the unique needs of New Zealand organisations. With a growing local team and deep experience across government, utilities, financial services, and large enterprises, as a result, we combine global expertise with a strong understanding of New Zealand business, regulation, and operating environments. --- ## Built for New Zealand Organisations New Zealand businesses operate in a distinct environment — from public sector accountability and regulatory oversight to distributed workforces and tight delivery timelines. Furthermore, our New Zealand practice is designed to meet these challenges head-on. ### Enterprise Planning & Reporting Budgeting, forecasting, long-range planning, and performance reporting — delivered through [Oracle EPM Cloud](https://www.oracle.com/performance-management/), OneStream, and NetSuite Planning & Budgeting. ### Financial Close & Consolidation Statutory and management consolidation, intercompany elimination, and disclosure management — across FCCS, HFM, and OneStream for NZ entities and group reporting. ### Platform Migrations Migration from legacy Hyperion platforms to Oracle EPM Cloud and OneStream — managed end to end with minimal disruption to the business and reporting cycles. ### NetSuite Planning & Budgeting Specialist NetSuite PBCS implementation and support for New Zealand NetSuite customers — native integration, rapid delivery, and ongoing BAU support. ### Managed Support & COPE In addition, ongoing application support, optimisation, and BAU operations through our [COPE Support](/services/cope-support/) framework — with local Auckland-based coverage and follow-the-sun capability. --- ## Our New Zealand Offices J&M has locally-based teams across all three main centres, with certified product consultants available for in-person and remote delivery throughout Aotearoa. ### [Auckland](/about-us/locations/new-zealand/oracle-epm-consulting-auckland/) New Zealand Head Office. Our largest NZ team — delivering Oracle EPM Cloud, NetSuite PBCS, and OneStream implementations and managed support across the North Island. ### [Wellington](/about-us/locations/new-zealand/oracle-epm-consulting-wellington/) Our Wellington team specialises in central government, financial sector, and Crown entity engagements — with strong knowledge of the NZ public sector reporting environment. ### [Christchurch](/about-us/locations/new-zealand/oracle-epm-consulting-christchurch/) Serving South Island clients across manufacturing, agriculture, infrastructure, and professional services — with direct access to our national NZ practice. --- ## Why New Zealand Organisations Choose J&M **Locally Based Teams** NZ-based consultants who understand the local market, regulation, and business environment — not just offshore resources assigned remotely. **Multi-Platform Expertise** Certified across Oracle EPM Cloud, OneStream, Hyperion, and NetSuite PBCS — covering the platforms most widely used by NZ enterprises and government. **Public Sector Experience** Extensive delivery experience across NZ central and local government, Crown entities, and regulated industries with complex reporting requirements. **ANZ Scale, NZ Focus** The depth and resource base of a 90+ consultant regional practice — with the local responsiveness and accountability of a NZ-first team. --- ### Get in Touch To speak with our New Zealand team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Asia & India](https://jamesandmonroe.com/about-us/locations/asia-india/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## OUR LOCATIONS James & Monroe operates across Australia, New Zealand, Asia, and the Middle East — delivering local expertise with global reach. [HOME](https://jamesandmonroe.com/)›[ABOUT J&M](https://jamesandmonroe.com/about-us/)›[OUR LOCATIONS](https://jamesandmonroe.com/about-us/locations/)›ASIA & INDIA ### Asia & India James & Monroe’s Asia India practice, anchored in Singapore, India, and Malaysia, plays a critical role in supporting enterprise delivery across the Asia-Pacific region and beyond. With strong regional leadership, deep technical capability, and a proven global delivery model, our Asia teams provide specialist expertise across enterprise performance, financial systems, and technology operations. --- ## A Strategic Hub for Delivery Excellence in Asia India Our presence in Singapore and India enables James & Monroe to support clients with scale, consistency, and specialist depth — while maintaining strong governance and quality controls. We serve multinational organisations operating across Asia, as well as providing follow-the-sun support and delivery capacity for our ANZ client base. ### Enterprise Planning & Performance Reporting Forecasting, scenario modelling, and performance management for regional and multinational organisations — across [Oracle EPM Cloud](https://www.oracle.com/performance-management/) OneStream. ### Financial Consolidation & Close Multi-entity statutory and management consolidation, currency translation, intercompany elimination, and disclosure — with full support for IFRS and regional standards. ### Oracle EPM & OneStream Delivery Implementation, configuration, integration, and migration across Oracle EPM Cloud, Hyperion, and OneStream — for both regional clients and ANZ-based projects requiring offshore delivery capacity. ### System Integration & Automation Data integration, ETL automation, and ERP-to-EPM connectivity — connecting Oracle Fusion, SAP, NetSuite, and other enterprise systems to CPM platforms. ### Managed Services & Follow-the-Sun Support J&M maintains an established India delivery presence, with regional leadership in Maharashtra and delivery capability across multiple parts of India, providing specialist Oracle EPM delivery and follow‑the‑sun managed services for ANZ and global clients. --- ## Our Asia & India Offices ### [Singapore](/about-us/locations/asia-india/oracle-epm-consulting-singapore/) Our Singapore office is the regional hub for Southeast Asia — serving multinational enterprises with complex group reporting, consolidation, and performance management requirements. Singapore also supports J&M’s regional client coordination and project governance across APAC. ### [Mumbai, India](/about-us/locations/asia-india/oracle-epm-consulting-mumbai/) J&M’s India delivery capability spans multiple regions, providing specialist Oracle EPM delivery and follow‑the‑sun managed services. This model enables consistent quality and responsive support for ANZ and global clients, independent of time zone or delivery location. ### [Kuala Lumpur, Malaysia](/about-us/locations/asia-india/consulting-kuala-lumpur/) Our Kuala Lumpur office extends J&M’s Southeast Asian footprint — providing Oracle EPM and OneStream delivery capability to multinational organisations across Malaysia and the wider ASEAN region, while supporting regional project delivery for our ANZ client base. --- ## Why Global Organisations Choose J&M Asia **Regional Delivery Capability** Certified consultants based in Singapore, India, and Malaysia — supporting APAC-wide engagements with local knowledge and regional governance. **Follow-the-Sun Support** Our India team extends support coverage beyond ANZ business hours — ensuring our COPE clients receive continuous monitoring, response, and resolution capability. **Multi-Entity & Multinational Expertise** Deep experience in complex group consolidation, multi-currency reporting, and cross-border EPM deployments for organisations operating across APAC. **Integrated with ANZ Practice** Our Asia teams are fully integrated with our ANZ practices — sharing methodology, governance frameworks, and delivery standards across every engagement. --- ### Get in Touch To speak with our Asia & India team, please reach out — we’d love to discuss how James & Monroe can support your business. [Contact J&M](/contact-us/) --- ### [Our Values](https://jamesandmonroe.com/about-us/our-values/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** --- # Our Values — Oracle EPM & ERP, OneStream CPM Consulting Partner Above all, we listen, understand, and deliver solutions that make a real difference for our clients. Their success is our success. ## ✅ We Act with Integrity Furthermore, we are honest, transparent, and accountable in everything we do. We keep our promises and own our actions. ## ⭐ We Strive for Excellence We take pride in our work, pursue quality, and always look for ways to improve. We share knowledge and celebrate achievements. ## 💡 We Embrace Innovation We are curious, open-minded, and proactive in finding better ways to solve problems. We encourage creativity and [continuous learning](https://hbr.org/topic/subject/innovation). ## 🤜 We Work as One Team We support each other, value diverse perspectives, and collaborate to achieve our goals. We believe our best results come from working together. ## 🌐 We Respect and Include Everyone We treat colleagues, clients, and partners with respect. We foster a welcoming, inclusive environment where everyone can thrive. --- In addition, these values are not just words on a page — they are the foundation of how we operate, the standard we hold ourselves to, and the culture we are proud to build together at James & Monroe. Learn more [about us](/about-us/) or [get in touch](/contact-us/) to find out what it’s like to work with a team that genuinely lives its values. --- ### [Training & Education](https://jamesandmonroe.com/services/training-education/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle EPM & ERP, OneStream Training Programs [Home](/)›[Services](/services/)›Training & Education # Training & Education James & Monroe runs Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand. Courses are led by the certified consultants who implement these platforms, so people learn from trainers who know both the software and the finance work behind it. [OneStream](/services/training-education/onestream-training/) [Oracle EPM Cloud](/services/training-education/oracle-epm-cloud-training/) [Oracle Hyperion](/services/training-education/oracle-hyperion-training/) [NetSuite](/services/training-education/netsuite-training/) We deliver this training in partnership with [Keyteach](https://keyteach.com), an award-winning specialist in Oracle EPM Cloud, Hyperion, OneStream, and NetSuite training, and a **Global Authorised Training Partner of OneStream Software** — one of only three organisations worldwide cleared to run authorised, scheduled OneStream training across the Americas, EMEA, and APAC. That partnership gives your team official curricula on public schedules, as private classes, or self-paced on demand. ![James & Monroe within the Keyteach global authorised training partner network, delivering across APAC](https://jamesandmonroe.com/wp-content/uploads/2026/04/keyteach_partner_network_map.png)James & Monroe within the Keyteach global training partner network.Training by Platform 📊 ### OneStream Authorised OneStream training for project teams, administrators, and end users — getting started, administration, implementation, and report and dashboard building. [View courses →](/services/training-education/onestream-training/) ☁️ ### Oracle EPM Cloud Planning, Financial Consolidation and Close, Narrative Reporting, and Account Reconciliation — plus business rules, Groovy scripting, and data integration. [View courses →](/services/training-education/oracle-epm-cloud-training/) 🏛️ ### Oracle Hyperion Hyperion Planning, Financial Management (HFM), Financial Reporting, and FDMEE — administration and end-user courses for the on-premise estate still in daily use. [View courses →](/services/training-education/oracle-hyperion-training/) 💼 ### NetSuite NetSuite Planning and Budgeting (PBCS) training for finance teams running budgeting, forecasting, and reporting in NetSuite. [View courses →](/services/training-education/netsuite-training/) Our Approach We structure training so capability builds over time — from first exposure to a platform through to advanced, self-sufficient use. ![The James & Monroe LEARN training approach: Lecture, Exercise, Apply, Reinforce, Navigate](https://jamesandmonroe.com/wp-content/uploads/2026/03/learn.webp)How It Works Most courses run as instructor-led classes, live online or in person — booked as individual seats on the public schedule, or run privately for your team around your own application and calendar. Self-paced courses are available on demand through the Keyteach platform, and several Oracle Cloud EPM on-demand courses carry CPE credits. For a go-live or rollout we build bespoke programmes around your own application, business processes, and user roles. Training is pitched to the audience: foundational sessions for project teams and subject-matter experts ahead of design, role-specific courses for end users, and technical administration for the people who will run the system day to day. ### Ready to upskill your team? Talk to us about tailored training programmes for Oracle EPM, OneStream, and NetSuite. [Get in Touch](/contact-us/) --- ### [Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** Oracle EPM Cloud is a comprehensive platform for financial and operational planning, consolidation, close, and reporting — delivered as a unified cloud solution. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) [HOME](/home/)›[SOLUTIONS](/solutions/)›[ORACLE CLOUD EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/)›PLATFORM FOR PERFORMANCE MANAGEMENT ### PLATFORM FOR PERFORMANCE MANAGEMENT The Oracle Cloud EPM Platform delivers a common, governed foundation with shared security, dashboards, and task management across all EPM and EDM modules ### Platform for Performance Management ### Overview The Oracle Cloud EPM Platform provides the common infrastructure that underpins all EPM and Enterprise Data Management (EDM) applications. It delivers a consistent user experience, centralised access control, shared dashboards, and cross-module task management — ensuring your teams work from a single, governed environment regardless of which EPM modules they use. J&M helps organisations configure and optimise the EPM Platform to establish a strong foundation for all performance management activities, from initial setup through ongoing governance and administration. ### Key Capabilities #### Unified Access Control Manage user provisioning, role assignments, and security policies across all EPM and EDM business processes from a single administration console. #### Interactive Dashboards Build and share interactive dashboards that consolidate data from multiple EPM modules, providing executives and analysts with at-a-glance performance insights. #### Common Task Management Coordinate cross-functional workflows and approvals that span planning, consolidation, and close processes using shared task frameworks. #### Data Integration Leverage built-in data management capabilities to load, map, and validate data from ERP systems, flat files, and third-party sources into EPM applications. ### Business Benefits 🔒 #### Centralised Security Single point of control for user access across all EPM modules ⚙ #### Reduced Administration Shared services eliminate duplicate setup and maintenance tasks 📈 #### Consistent Experience Unified interface across planning, close, and reporting processes ### How J&M Helps 1. **Platform Assessment** — We evaluate your current EPM environment and recommend an optimal platform configuration aligned to your organisational structure. 2. **Security Design** — We design role-based access control models that balance governance requirements with user productivity. 3. **Dashboard Development** — We build executive dashboards that surface the right KPIs from across your EPM suite. 4. **Integration Architecture** — We architect data flows between your ERP, HCM, and EPM environments for seamless information exchange. 5. **Ongoing Support** — Our managed services team provides administration, monitoring, and optimisation of your EPM Platform. For full product details, visit [Oracle EPM Cloud Platform on Oracle.com](https://www.oracle.com/anz/performance-management/) ### Build a Strong EPM Foundation Let our specialists help you configure the EPM Platform for maximum efficiency and governance. [Contact J&M](/contact-us/) --- ### [Solutions](https://jamesandmonroe.com/solutions/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle, OneStream & NetSuite Solutions Enterprise CPM and ERP solutions from James & Monroe — covering Oracle EPM, Oracle ERP Cloud, OneStream, and NetSuite across ANZ and Asia. [Oracle Cloud EPM](/solutions/oracle-cloud-epm/) [Oracle Fusion ERP](/solutions/oracle-fusion-erp/) [OneStream](/solutions/onestream-xf/) [NetSuite Planning & Budgeting](/solutions/netsuite-planning-budgeting/) James & Monroe delivers specialist Corporate Performance Management (CPM), Enterprise Resource Planning (ERP), and Business Intelligence solutions across the region's leading enterprise platforms. With over 21 years of implementation experience and 90+ certified consultants across ANZ and Asia, we have the depth and scale to deliver complex solutions — and the local presence to support them long-term. We are platform specialists, not generalists. Each of our four solution practices is led by consultants with deep, hands-on product expertise built through hundreds of real-world engagements. # Our Solution Practices 📊 ### Oracle Cloud EPM Transform finance and planning with Oracle Cloud EPM. Strategic planning, budgeting, forecasting, scenario modelling, profitability analysis, cost management, and cash flow management. [Learn more →](/solutions/oracle-cloud-epm/) ⚙ ### Oracle Fusion ERP Modernise core financial and operational systems with Oracle Fusion Cloud ERP. Finance, procurement, project management, and enterprise operations with embedded AI. [Learn more →](/solutions/oracle-fusion-erp/) 🚀 ### OneStream A unified CPM platform replacing multiple point solutions with a single application for financial consolidation, planning, reporting, and analysis. [Learn more →](/solutions/onestream-xf/) 💰 ### NetSuite Planning & Budgeting Oracle's cloud-native planning and budgeting module for NetSuite customers — integrated financial planning without leaving the NetSuite ecosystem. [Learn more →](/solutions/netsuite-planning-budgeting/) ## How We Deliver Our solutions are backed by a proven delivery framework. Learn more about how J&M partners with your organisation. [#### Our Methodology A structured, repeatable delivery methodology refined over 21 years of enterprise implementations. Learn more → ](/about-us/our-methodology/) [#### Our Approach How J&M approaches every engagement — from discovery through go-live and beyond. Learn more → ](/about-us/our-approach/) [#### Our Differentiators What sets J&M apart: deep platform expertise, senior-led delivery, and long-term partnership. Learn more → ](/about-us/our-differentiators/) [#### Clients & Case Studies See how leading organisations across ANZ and Asia have transformed with J&M. Learn more → ](/about-us/our-clients-case-studies/) ## Ready to Transform Your Finance Platform? Talk to our team about the right solution for your organisation. [Get in Touch](/contact-us/) --- ### [Insights](https://jamesandmonroe.com/insights/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## INSIGHTS Expert articles, Oracle Cloud updates, and press releases from James & Monroe — helping you stay informed on EPM, ERP, and enterprise finance. Stay up to date with the latest thinking, news, and commentary from the James & Monroe team. Our consultants share practical insights drawn from real-world delivery experience across Oracle EPM, OneStream, NetSuite, and enterprise finance transformation. --- ## [ARTICLES](/insights/articles/) In-depth articles and whitepapers from James & Monroe consultants on EPM strategy, finance transformation, and technology best practices. [Read our latest articles →](/insights/articles/) ## [Blog](/insights/blog/) Technical articles, thought leadership, and commentary from our consultants. We write about what we see in the field — platform trends, implementation lessons, regulatory shifts, and practical guidance for finance and technology teams. Topics include Oracle EPM Cloud, OneStream, NetSuite Planning & Budgeting, data integration, automation, and enterprise finance transformation across ANZ and Asia. [Read our latest Posts →](/insights/blog/) ## [ORACLE CLOUD UPODATES](/insights/oracle-cloud-updates/) Quarterly release highlights, new features, and what they mean for your Oracle EPM and ERP Cloud environment — curated by the J&M consulting team. [View releases notes →](/insights/oracle-cloud-updates/) ## [PRESS RELEASES](/insights/press-releases/) Official news and announcements from James & Monroe — including new partnerships, client milestones, team appointments, and company updates from across our Australia, New Zealand, and Asia offices. [View press releases →](/insights/press-releases/) --- ## What We Write About **Oracle EPM Cloud** Planning, FCCS, HFM, Narrative Reporting — implementation insights, upgrade guidance, and best practices. **OneStream** Migration strategies, platform tips, and commentary on the evolving CPM landscape. **NetSuite Planning & Budgeting** Practical guidance for NetSuite customers building or extending their planning and budgeting capability. **Finance Transformation** Broader perspectives on modernising finance, improving close cycles, and building better reporting. **Technology & Automation** Integration patterns, automation approaches, and practical delivery lessons from the field. **ANZ & Asia Market** Local perspective on regulatory changes, market trends, and what they mean for enterprise finance teams. ## Stay Connected Follow James & Monroe on LinkedIn for the latest updates, or get in touch if you would like to discuss any of the topics we cover. [Follow on LinkedIn](https://www.linkedin.com/company/james-monroe/)[Get in Touch](/contact-us/) --- ### [Consulting](https://jamesandmonroe.com/services/consulting/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** ## SERVICES Specialist consulting, implementation, and support services for Oracle EPM, OneStream, and ERP platforms. [HOME](/home/)›[SERVICES](/services/)›CONSULTING SERVICES ### CONSULTING SERVICES James & Monroe provides end-to-end consulting services across the full lifecycle of Corporate Performance Management (CPM) and enterprise finance initiatives. We support our clients from early strategy and assessment, through delivery and go-live, and into long-term optimisation and support. --- ## What We Do Our core consulting services include: **New Implementations** Full project delivery from requirements through to go-live, using our proven [6Ds delivery methodology](/about-us/our-methodology/) to ensure structure, governance, and predictable outcomes. **Platform Migrations** Migration from legacy on-premise platforms (including HFM, Hyperion Planning, Cognos) to modern cloud-based CPM solutions such as OneStream and Oracle CPM Cloud. **Solution Extensions & Enhancements** Extending and enhancing existing EPM and ERP environments with new modules, integrations, models, and functionality to meet evolving business and regulatory demands. **Advisory & Architecture** Independent advisory services covering platform selection, solution architecture, and roadmap planning for organisations evaluating or modernising their CPM landscape. **Integration Services** Design and delivery of integrations between CPM platforms and source systems including Oracle Fusion, NetSuite, SAP, and other enterprise data sources. **Health Checks & Assessments** Independent review of existing implementations to identify performance, governance, risk, and capability improvement opportunities. **Project Recovery & Assurance** Targeted support for challenged or stalled projects, including delivery reviews, risk mitigation, and recovery planning. **Post-Implementation Optimisation** Continuous improvement services to enhance performance, usability, automation, and business value after go-live. **Managed Support & Application Operations** Ongoing CPM Cloud support through our flexible [COPE framework](/services/cope-support/), covering corrective support, operational assistance, proactive prevention, and user education. --- ## End-to-End Support Across the Full Project Lifecycle At James & Monroe, we deliver end-to-end consulting services that support our clients before, during, and long after a project goes live. We partner across the full lifecycle — from early strategy and assessment through to long-term optimisation and continuous improvement. ### 🧭 Before the Project #### Strategy, Assessment & Readiness We help clients establish clarity, confidence, and alignment before any solution is designed or built. **What we deliver:** - Independent OneStream and Oracle CPM assessments - Current-state reviews and pain-point analysis - Solution architecture and platform selection advice - Business case development and roadmap definition - Governance, resourcing, and delivery planning As an independent advisory partner, we provide objective guidance grounded in real delivery experience, enabling informed decisions before committing time and investment. ### 🛠️ During the Project #### Delivery, Leadership & Assurance During delivery, J&M provides experienced leadership and hands-on consulting to keep projects controlled, transparent, and outcome-focused. **What we deliver:** - End-to-end solution design and build - Data integration, automation, and modelling - Project and delivery governance - Stakeholder engagement and progress reporting - Testing, cutover, and go-live support Our consultants work as an extension of our clients’ teams — balancing deep technical expertise with strong communication and accountability to reduce risk and manage complexity. ### 🚀 After Go-Live #### Optimisation, Support & Continuous Value For J&M, go-live is not the end of the journey — it is the start of a long-term partnership. **What we deliver:** - Flexible CPM Cloud support through our [COPE framework](/services/cope-support/) - Application optimisation and performance tuning - Enhancement delivery and roadmap execution - User enablement and ongoing education - Operational resilience, governance, and risk reduction Our services evolve alongside our clients as business, regulatory, and reporting demands change — ensuring solutions continue to deliver value over time. --- ## One Partner. Full Lifecycle Coverage. J&M’s consulting model is intentionally designed to support long-term partnerships, not one-off projects. Clients value our ability to provide continuity from strategy through to support, retain deep knowledge of their environment, and scale services as needs change. Whether you are: - Evaluating a new CPM platform - Delivering a complex transformation program - Stabilising or optimising an existing solution - Seeking reliable long-term support and advisory services James & Monroe provides the experience, governance, and capability to support you at every stage. [Talk to our consulting team →](/contact-us/) --- ### [Oracle Fusion ERP](https://jamesandmonroe.com/solutions/oracle-fusion-erp/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** James & Monroe delivers Oracle Fusion Cloud ERP solutions covering general ledger, accounts payable, receivable, procurement, project management, and AI-driven analytics to modernise enterprise finance operations. **Content:** ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. [Financial Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/)[Revenue Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/)[Procurement](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/)[Project Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/)[Risk Management](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/)[AI & Analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/)[Enterprise Master Data](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) ![Oracle](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) Oracle Fusion ERP Tomorrow’s leaders are those most capable of adapting to change today. Oracle Fusion Cloud ERP is a complete, modern, cloud ERP suite that provides your teams with advanced capabilities, such as AI to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage. ERP Cloud Modules 💰 ### Financial Management Manage your general ledger, payables, receivables, fixed assets, and cash management in one unified cloud solution with real-time reporting and embedded AI. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/financial-management/) 📈 ### Revenue Management Automate revenue recognition aligned with ASC 606 and IFRS 15. From contract intake through billing, ensure audit-compliant, timely recognition. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/revenue-management/) 🛒 ### Procurement Streamline source-to-settle processes with intelligent supplier management, purchasing, and self-service procurement powered by AI. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/procurement/) 📋 ### Project Management Plan, execute, and track projects with complete financial visibility. Manage grants, contracts, and capitalisation across the enterprise. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/project-management/) 🛡 ### Risk Management Identify, assess, and mitigate financial and operational risks with advanced controls, audit management, and compliance monitoring. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/risk-management-compliance/) 🤖 ### AI & Analytics Leverage embedded AI and machine learning for predictive insights, anomaly detection, and intelligent automation across all ERP processes. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/) 🗃 ### Enterprise Master Data Centralise and govern master data across customers, suppliers, charts of accounts, and items to ensure consistency and accuracy. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/enterprise-master-data/) 📄 ### Tax Reporting Automate tax calculations, reporting, and compliance across jurisdictions with Oracle’s integrated tax engine. [Learn more →](https://jamesandmonroe.com/solutions/oracle-fusion-erp/tax-reporting/) Why Oracle Cloud ERP? 🧠 ### Predict, Detect, and Act on New Situations No one likes big deltas between forecasts and actuals. Most models are too limited, relying on sample datasets or just gut feel. Oracle Cloud ERP introduces machine learning to predictive planning and forecasting so you can utilise broader datasets, reveal hidden bias, uncover significant deviations, and speed your overall response time. [Discover connected planning →](#) ⚡ ### Automate and Eliminate Manual Business Processes Spend less time compiling data and more time understanding what it tells you. Whether preparing your narrative for the street or assessing potential M&A activity, Oracle Cloud ERP gives your team more time for strategic work by automating the most time-consuming, mundane business processes. With AI, up to 96% of transactions can be automated. 💬 ### Simplify and Speed Everyday Work Oracle’s AI-powered digital assistant simplifies and speeds common tasks, allowing you to ask simple questions like “what’s the status of my open purchase requisitions?” and “what reconciliations are due today?” Personalised tasks like invoices or over-budget notifications are delivered to you proactively, so approvals move faster too. [Increase productivity with digital assistance →](#) 📄 ### Streamline Procure-to-Pay with Document IO Agent Oracle’s document IO agent helps automate and simplify onboarding of complex integrations for third parties, such as suppliers, customers, and financial institutions. This AI agent improves efficiency as well as capture and generation of documents across all transactions, electronic channels, document standards, formats, and languages. ### Ready to Modernise Your ERP? Our Oracle Fusion Cloud ERP specialists can help you plan, implement, and optimise your finance and operations transformation. [Contact J&M Today](/contact-us/) ## ORACLE FUSION ERP SOLUTIONS James & Monroe helps organisations modernise their core financial and operational systems with Oracle Fusion Cloud ERP. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full ERP suite. General LedgerAccounts PayableAccounts ReceivableProcurementProject ManagementAI & Analytics ![Oracle Fusion ERP Cloud](/wp-content/uploads/2023/08/Oracle_Enterprise_Resource_Planning_Cloud_Logo.png) Oracle Fusion Cloud ERP is a complete, modern cloud ERP suite that provides advanced capabilities including AI to automate manual processes, real-time analytics to react to market shifts, and automatic updates to stay current. J&M partners with finance and operations teams to accelerate adoption, reduce operational costs, and deliver measurable business outcomes. ## ERP Cloud Modules [📈 ### General Ledger Manage your complete financial accounting with a comprehensive general ledger that supports multi-currency, multi-GAAP, and real-time reporting across business units and legal entities.](/solutions/oracle-fusion-erp/general-ledger-2/) [💳 ### Accounts Payable Automate invoice processing, supplier payments, and cash management. Leverage AI-powered invoice matching to reduce manual effort and improve accuracy across your payables function.](/solutions/oracle-fusion-erp/accounts-payable-2/) [💰 ### Accounts Receivable Streamline billing, collections, and revenue recognition with intelligent automation. Gain real-time visibility into cash flow and customer balances across the organisation.](/solutions/oracle-fusion-erp/accounts-receivable-2/) [💻 ### Fixed Assets Track and manage the full lifecycle of capital assets from acquisition through disposal. Automate depreciation calculations and ensure compliance with accounting standards.](/solutions/oracle-fusion-erp/fixed-assets/) [📋 ### Expenses Simplify expense reporting and reimbursement with mobile-enabled capture, automated policy enforcement, and seamless integration with corporate card programmes.](/solutions/oracle-fusion-erp/expenses/) [📊 ### Revenue Management Automate revenue recognition under ASC 606 and IFRS 15 standards. Manage complex multi-element arrangements with configurable rules and real-time compliance reporting.](/solutions/oracle-fusion-erp/revenue-management/) [🛒 ### Procurement Optimise the procure-to-pay cycle with self-service requisitioning, strategic sourcing, supplier qualification management, and automated purchasing workflows.](/solutions/oracle-fusion-erp/procurement/) [📅 ### Project Management Plan, execute, and monitor projects with integrated financials, resource management, and contract billing. Track project costs and revenue recognition in real time.](/solutions/oracle-fusion-erp/project-management/) [🚀 ### Risk Management & Compliance Proactively manage internal controls, audits, and regulatory compliance. Automate risk assessments and maintain continuous monitoring across financial processes.](/solutions/oracle-fusion-erp/risk-management-compliance/) [🤖 ### AI & Analytics Leverage embedded AI and machine learning for predictive insights, intelligent process automation, and anomaly detection. Make faster, data-driven decisions with real-time dashboards.](/solutions/oracle-fusion-erp/ai-analytics/) [🌐 ### Enterprise Master Data Maintain a single source of truth for critical business data across customers, suppliers, chart of accounts, and organisational structures with centralised master data management.](/solutions/oracle-fusion-erp/enterprise-master-data/) [🔒 ### Tax Reporting Align tax with corporate financial reporting for better visibility and compliance. Deliver transparent corporate tax processes including tax provision and country-by-country reporting.](/solutions/oracle-fusion-erp/tax-reporting/) ## Ready to Modernise Your ERP? Our Oracle Fusion Cloud ERP specialists can help you plan, implement, and optimise your ERP environment for maximum business impact. [Contact J&M Today](/contact-us/) --- ### [Oracle Cloud EPM](https://jamesandmonroe.com/solutions/oracle-cloud-epm/) **Published:** April 3, 2026 **Author:** Richard Philipson **Excerpt:** James & Monroe delivers Oracle Cloud EPM solutions covering planning, budgeting, forecasting, consolidation, close, and reporting to transform enterprise performance management. **Content:** # ORACLE CLOUD EPM SOLUTIONS James & Monroe helps organisations transform finance and planning with Oracle Cloud EPM. Our certified consultants deliver end-to-end implementations, migrations, and managed services across the full EPM suite. [Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/planning/)[Sales Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/sales-planning/)[Strategic Workforce Planning](https://jamesandmonroe.com/solutions/oracle-cloud-epm/strategic-workforce-planning/)[Profitability & Cost Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/profitability-cost-management/)[Financial Consolidation & Close](https://jamesandmonroe.com/solutions/oracle-cloud-epm/financial-consolidation-close/)[Account Reconciliation](https://jamesandmonroe.com/solutions/oracle-cloud-epm/account-reconciliation/)[Narrative Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/narrative-reporting/)[FreeForm](https://jamesandmonroe.com/solutions/oracle-cloud-epm/freeform/)[Enterprise Data Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/enterprise-data-management/)[Tax Reporting](https://jamesandmonroe.com/solutions/oracle-cloud-epm/tax-reporting/)[Platform for Performance Management](https://jamesandmonroe.com/solutions/oracle-cloud-epm/platform/) ![Oracle Cloud EPM](https://jamesandmonroe.com/wp-content/uploads/2026/04/oracle-6-logo-png-transparent.png) ## Oracle Cloud EPM Solutions James & Monroe helps organisations transform financial and operational performance management with Oracle Cloud Enterprise Performance Management (EPM). Our certified consultants deliver end-to-end implementations, optimisations, and managed services across the full EPM suite. Planning & Budgeting Financial Close Consolidation Reporting AI-Driven Insights Data Management ![Oracle EPM Cloud](/wp-content/uploads/2023/08/oracle-epm-cloud-1.jpg) Oracle Cloud EPM provides out-of-the-box capabilities for strategic planning, budgeting and forecasting, scenario modelling, profitability analysis, cost management, and cash flow management. J&M partners with finance teams to accelerate adoption, reduce operational costs, and deliver measurable business outcomes. EPM Cloud Modules ⚙ ### Platform for Performance Management The foundation of Oracle Cloud EPM — providing common components, access control, dashboards, and shared services across all EPM and Enterprise Data Management (EDM) business processes. [Learn more →](/solutions/oracle-cloud-epm/platform/) 📊 ### Planning Drive agile, connected plans built on best practices and advanced technologies — including Sales Planning, Strategic Workforce Planning, Predictive Cash Forecasting, Scenario Modelling, and Sustainability modules. [Learn more →](/solutions/oracle-cloud-epm/planning/) 💰 ### Sales Planning Set, analyse, and adjust individual and team quotas to motivate sellers and increase agility. Leverage AI and predictive analytics for quota planning and optimal territory assignments. [Learn more →](/solutions/oracle-cloud-epm/sales-planning/) 👥 ### Strategic Workforce Planning Translate long-term corporate strategy into execution plans by ensuring the right workforce — the right skill sets and headcount at the right time — supports your strategic objectives. [Learn more →](/solutions/oracle-cloud-epm/strategic-workforce-planning/) 📈 ### Enterprise Profitability & Cost Management Build transparent allocation models for profitability analysis, shared service costing, IT financial management, and tax transfer pricing to drive data-informed decision-making. [Learn more →](/solutions/oracle-cloud-epm/profitability-cost-management/) 📋 ### Financial Consolidation & Close Adapt quickly to changing business and compliance requirements while delivering faster, more accurate, and transparent reporting with end-to-end close task management. [Learn more →](/solutions/oracle-cloud-epm/financial-consolidation-close/) ✅ ### Account Reconciliation & Transaction Matching Automate account reconciliation and transaction matching to improve the efficiency and accuracy of financial statements while addressing security and compliance risks. [Learn more →](/solutions/oracle-cloud-epm/account-reconciliation/) 📝 ### Narrative Reporting Stay ahead of internal and external reporting requirements with collaborative authoring and publishing of financial, management, and regulatory report packages. [Learn more →](/solutions/oracle-cloud-epm/narrative-reporting/) 🛠 ### FreeForm Create tailored, connected planning and reporting solutions across financial and operational use cases with fully customisable models that leverage built-in financial intelligence and AI. [Learn more →](/solutions/oracle-cloud-epm/freeform/) 🗃 ### Enterprise Data Management Manage business change with enterprise data governance, change data visualisation, and hierarchy management to ensure data integrity across your organisation. [Learn more →](/solutions/oracle-cloud-epm/enterprise-data-management/) 🏢 ### Tax Reporting Align tax with corporate financial reporting for better visibility and compliance. Deliver transparent corporate tax processes including tax provision and country-by-country reporting (CbCR). [Learn more →](/solutions/oracle-cloud-epm/tax-reporting/) ### Ready to Transform Your Finance Operations? Our Oracle Cloud EPM specialists can help you plan, implement, and optimise your EPM environment for maximum business impact. [Contact J&M Today](/contact-us/) --- ### [Our Services](https://jamesandmonroe.com/services/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle EPM & ERP, NetSuite & OneStream Consulting Services — Australasia & Asia Pacific End-to-end consulting, managed support, and training services for Oracle EPM, ERP Cloud, OneStream, and NetSuite platforms. --- ## Our Services At James & Monroe, our services span the full project lifecycle — from initial advisory and solution design through to implementation, integration, training, and long-term managed support. Whether you are starting a new programme, extending an existing solution, or looking for reliable ongoing operational support, we have a service to meet your needs. All J&M services are delivered by platform-certified specialists with real-world implementation experience, using our proven [6Ds methodology](/about-us/our-methodology/). --- ## [Consulting](/services/consulting/) End-to-end implementation and advisory services across Oracle EPM Cloud, Oracle ERP Cloud, NetSuite Planning & Budgeting, and OneStream. From platform selection and solution design through to go-live and beyond. - New platform implementations - Legacy platform migrations (Hyperion, HFM, and others) - Solution extensions and enhancements - ERP to EPM integration projects - Advisory, health checks, and architecture reviews [Learn more about our Consulting services →](/services/consulting/) ## [COPE Support](/services/cope-support/) Our Centre of Platform Excellence (COPE) support model provides ongoing managed support structured around four pillars — **Correct, Operate, Prevent, Enhance** — covering everything from day-to-day incident management to proactive optimisation and minor enhancements. - BAU application administration and incident management - Release and patch management for Oracle and OneStream - Proactive monitoring, risk mitigation, and scalability assessments - User administration and access management - Follow-the-sun coverage across ANZ, Asia, and India [Learn more about COPE Support →](/services/cope-support/) ## [Training & Education](/services/training-education/) J&M delivers tailored CPM and BI training across all platforms we implement and support. Delivered through our partnership with [Keyteach](https://keyteach.com) — a Global Authorised Training Partner of OneStream — we offer instructor-led, e-learning, and custom bespoke programmes. - [OneStream training](/services/training-education/onestream-training/) — via Keyteach Global Authorised partnership - [Oracle EPM Cloud training](/services/training-education/oracle-epm-cloud-training/) — Planning, FCCS, HFM, Narrative Reporting, ARCS - [Oracle Hyperion training](/services/training-education/oracle-hyperion-training/) — on-premise and migration readiness - [NetSuite Planning & Budgeting training](/services/training-education/netsuite-training/) [Learn more about Training & Education →](/services/training-education/) --- ## Our Delivery Approach Every J&M engagement — whether a major implementation or a focused support arrangement — is governed by our [6Ds methodology](/about-us/our-methodology/): Define, Design, Deliver, Develop, Document, Deploy. This gives our clients a consistent, structured, and transparent delivery experience regardless of the platform or scope involved. We also adapt our approach to align with your organisation’s governance requirements — including waterfall, Agile, or hybrid delivery models. --- ## Ready to Talk? Whether you need a full implementation, ongoing support, or just some independent advice, our team is ready to help. [Get in touch](/contact-us/) to discuss your requirements. ## Need specialist EPM or ERP support? From new implementations to ongoing managed services — we can help. [Contact Us](/contact-us/) --- ### [Privacy Policy](https://jamesandmonroe.com/privacy-policy/) **Published:** April 20, 2021 **Author:** usr_jamstaging **Content:** # Privacy Policy This Privacy Policy governs the manner in which James & Monroe Pty Ltd collects, uses, maintains and discloses information collected from users (each, a “User”) of the https://www.jamesandmonroe.com website (“website”). **Personal identification information** We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our website, register on the website, fill out a form, respond to a survey, and in connection with other activities, services, features or resources we make available on our Website. Users may be asked for, as appropriate, name, email address, phone number. Users may, however, visit our Website anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information, except that it may prevent them from engaging in certain Website related activities. **Non-personal identification information** We may collect non-personal identification information about Users whenever they interact with our website. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our website, such as the operating system and the Internet service providers utilized and other similar information. **Web browser cookies** Our website may use “cookies” to enhance User experience. User’s web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the website may not function properly. **How we use collected information** James & Monroe Pty Ltd may collect and use Users personal information for the following purposes: - To run and operate our website - We may need your information to display content on the website correctly. - To improve customer service. - Information you provide helps us respond to your customer service requests and support needs more efficiently. - To personalise user experience. - We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our website. - To improve our website. - We may use feedback you provide to improve our products and services. - To run a promotion, contest, survey or other website feature. - To send Users information they agreed to receive about topics we think will be of interest to them. - To send periodic emails. - We may use the email address to send User information and updates pertaining to their order. It may also be used to respond to their inquiries, questions, and/or other requests. **How we protect your information** We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our website. **Sharing your personal information** We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. **Electronic newsletters** If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email or User may contact us via our website. **Third party websites** Users may find advertising or other content on our website that link to the websites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these websites and are not responsible for the practices employed by websites linked to or from our website. In addition, these websites or services, including their content and links, may be constantly changing. These websites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our website, is subject to that website’s own terms and policies. **Changes to this privacy policy** James & Monroe Pty Ltd has the discretion to update this privacy policy at any time. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications. **Your acceptance of these terms** By using this website, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our website. Your continued use of the website following the posting of changes to this policy will be deemed your acceptance of those changes. **Contacting us** If you have any questions about this Privacy Policy, the practices of this website, or your dealings with this website, please contact us --- ### [Oracle EPM Cloud Training](https://jamesandmonroe.com/services/training-education/oracle-epm-cloud-training/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle EPM Cloud Training — Certified Courses Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand — delivered with Keyteach, a Global Authorised Training Partner of OneStream Software, and led by the consultants who implement these platforms. [OneStream](https://jamesandmonroe.com/services/training-education/onestream-training/)[Oracle EPM Cloud](https://jamesandmonroe.com/services/training-education/oracle-epm-cloud-training/)[Oracle Hyperion](https://jamesandmonroe.com/services/training-education/oracle-hyperion-training/)[NetSuite](https://jamesandmonroe.com/services/training-education/netsuite-training/) [HOME](/)›[SERVICES](/services/)›[TRAINING & EDUCATION](https://jamesandmonroe.com/services/training-education/)›ORACLE EPM CLOUD ### ORACLE EPM CLOUD Oracle Cloud EPM training via Keyteach — Planning, Financial Consolidation and Close, Account Reconciliation, Narrative Reporting, Groovy, and data integration. ### Overview James & Monroe runs Oracle Cloud EPM training through Keyteach, covering Planning, Financial Consolidation and Close, Account Reconciliation, Narrative Reporting, and the integration and scripting tools around them. Courses run live online, in person, or self-paced. Whether your team is implementing a new application, writing business rules and Groovy, or reporting day to day, the catalogue has an administrator, developer, or project-team course to match — taught by consultants who build these applications for clients across Australia and New Zealand. ### How It’s Delivered 📚 #### Instructor-led Live classes online or in person — individual seats on the public schedule, or a private class run for your team. ▶️ #### Self-paced on demand Online courses taken at your own pace through the Keyteach platform; several carry CPE credits. 🎯 #### Bespoke Built around your own application, data, and user roles — suited to go-live and rollout. ### Planning #### Planning (E/PBCS) Administrator (5 days) Design and build Planning applications — models, forms, and the full extensibility of E/PBCS. [View on Keyteach →](https://keyteach.com/oracle-pbcs-administrator) #### Planning (E/PBCS) Business Rules (2 days) Design and maintain business rules and calculation scripts for Planning. [View on Keyteach →](https://keyteach.com/component/content/article/oracle-planning-business-rules-2-days?catid=14) #### Planning (E/PBCS) Project Team Training (2 days) Platform overview for project teams contributing to a Planning build. [View on Keyteach →](https://keyteach.com/epm-planning-project-team) ### Consolidation, Close & Reconciliation #### Financial Consolidation and Close (FCC) Administrator (5 days) Build and run FCCS applications — consolidation, close, and the concepts behind the rules. [View on Keyteach →](https://keyteach.com/oracle-fcc-admin) #### Financial Consolidation and Close (FCC) Calculations (3 days) The rules and scripting behind FCCS consolidation and custom calculations. [View on Keyteach →](https://keyteach.com/oracle-fcc-calculations) #### Account Reconciliation (ARCS) Administrator (3 days) Set up and manage ARCS for reconciliation and transaction matching across the close. [View on Keyteach →](https://keyteach.com/oracle-epm-arcs) #### Profitability and Cost Management (Enterprise Edition) Administrator (2 days) Build and run Profitability and Cost Management (EPCM) allocations and models. [View on Keyteach →](https://keyteach.com/component/content/article/oracle-cloud-epm-profitability-and-cost-management-enterprise-edition-administrator-2-days?catid=14) ### Data, Integration & Scripting #### Enterprise Data Management (EDM) Administrator (2 days) Architecture and use of EDMCS — sharing and mapping enterprise data across applications. [View on Keyteach →](https://keyteach.com/oracle-edm) #### Data Integration Administrator (2 days) Load source data into EPM Cloud applications using Data Integration. [View on Keyteach →](https://keyteach.com/component/content/article/oracle-cloud-epm-data-integration-administrator-2-days?catid=14) #### Groovy Scripting (3 days) Dynamic Groovy rules to extend and automate EPM Cloud applications at runtime. [View on Keyteach →](https://keyteach.com/groovy) #### REST APIs (2 days) Automate and monitor EPM Cloud through its REST APIs. [View on Keyteach →](https://keyteach.com/component/content/article/oracle-cloud-epm-rest-apis-2-days?catid=14) ### Reporting #### Reports Designer (2 days) Create and manage management reports with dynamic grids, text, and formulas. [View on Keyteach →](https://keyteach.com/oracle-reports-designer) #### Narrative Reporting Developer (2 days) Combine data and narrative into reviewed, auditable report packages and briefing books. [View on Keyteach →](https://keyteach.com/oracle-narrative-reporting-developer) ### Freeform & Free Workshops #### Freeform — Unlocking Freeform Applications (3.5 hours) A half-day on Freeform — the Planning interface with open modelling flexibility. [View on Keyteach →](https://keyteach.com/free-freeform) #### Groovy Scripting Free Hands-On Workshop (3.5 hours) A free hands-on introduction to Groovy rules for EPM Cloud. [View on Keyteach →](https://keyteach.com/free-groovy) #### Intelligent Performance Management (IPM) Free Workshop (3.5 hours) A free hands-on look at IPM predictive insight in EPM Cloud. [View on Keyteach →](https://keyteach.com/component/content/article/oracle-cloud-epm-intelligent-performance-management-ipm-free-hands-on-workshops-3-5-hours?catid=14) [View all Oracle EPM Cloud courses on Keyteach →](https://keyteach.com/oracle) ### Train your Oracle Cloud EPM team Tell us the module and the audience and we’ll arrange public seats, a private class, or a bespoke programme on your own application. [Contact J&M](/contact-us/) --- ### [Oracle Hyperion Training](https://jamesandmonroe.com/services/training-education/oracle-hyperion-training/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # Oracle Hyperion Training — Certified Courses Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand — delivered with Keyteach, a Global Authorised Training Partner of OneStream Software, and led by the consultants who implement these platforms. [OneStream](https://jamesandmonroe.com/services/training-education/onestream-training/)[Oracle EPM Cloud](https://jamesandmonroe.com/services/training-education/oracle-epm-cloud-training/)[Oracle Hyperion](https://jamesandmonroe.com/services/training-education/oracle-hyperion-training/)[NetSuite](https://jamesandmonroe.com/services/training-education/netsuite-training/) [HOME](/)›[SERVICES](/services/)›[TRAINING & EDUCATION](https://jamesandmonroe.com/services/training-education/)›ORACLE HYPERION ### ORACLE HYPERION Oracle Hyperion training via Keyteach — Hyperion Planning, HFM, HFM Rules, Financial Reporting Web Studio, and FDMEE for on-premise teams ### Overview Plenty of finance teams still run Oracle Hyperion on-premise, and J&M trains the people who administer and report on it. Through Keyteach we deliver the core Hyperion curriculum — Hyperion Planning, Financial Management (HFM), Financial Reporting, and FDMEE. Courses suit administrators and report developers maintaining a live Hyperion estate, and pair naturally with our migration work for teams planning a move to Oracle Cloud EPM or OneStream. ### How It’s Delivered 📚 #### Instructor-led Live classes online or in person — individual seats on the public schedule, or a private class run for your team. ▶️ #### Self-paced on demand Online courses taken at your own pace through the Keyteach platform; several carry CPE credits. 🎯 #### Bespoke Built around your own application, data, and user roles — suited to go-live and rollout. ### Courses #### Hyperion Planning: Administrator (5 days) Build and run Hyperion Planning applications — models, data, reports, and ad-hoc analysis. [View on Keyteach →](https://keyteach.com/hyperion-planning-administrator) #### HFM: Administrator (5 days) Create and manage HFM applications — consolidation, process control, phased submissions, and intercompany. [View on Keyteach →](https://keyteach.com/hfm-administrator) #### HFM: Rules (3 days) Design, maintain, and run HFM business rules in VBScript. [View on Keyteach →](https://keyteach.com/component/content/article/hfm-rules-3-days?catid=15) #### Financial Reporting Web Studio (2 days) Build and manage formatted reports in Financial Reporting Web Studio. [View on Keyteach →](https://keyteach.com/financial-reporting) #### FDMEE: Administrator (3 days) Load and integrate source data with FDMEE — mappings, import formats, and locations. [View on Keyteach →](https://keyteach.com/fdmee-administrator) [View all Oracle Hyperion courses on Keyteach →](https://keyteach.com/hyperion) ### Train your Hyperion team Tell us the product and the audience and we’ll arrange public seats, a private class, or a bespoke programme — and we can talk through a Cloud or OneStream migration if one is on the horizon. [Contact J&M](/contact-us/) --- ### [OneStream Training](https://jamesandmonroe.com/services/training-education/onestream-training/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # OneStream Training — Certified Courses Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand — delivered with Keyteach, a Global Authorised Training Partner of OneStream Software, and led by the consultants who implement these platforms. [OneStream](https://jamesandmonroe.com/services/training-education/onestream-training/)[Oracle EPM Cloud](https://jamesandmonroe.com/services/training-education/oracle-epm-cloud-training/)[Oracle Hyperion](https://jamesandmonroe.com/services/training-education/oracle-hyperion-training/)[NetSuite](https://jamesandmonroe.com/services/training-education/netsuite-training/) [HOME](/)›[SERVICES](/services/)›[TRAINING & EDUCATION](https://jamesandmonroe.com/services/training-education/)›ONESTREAM TRAINING ### ONESTREAM TRAINING Authorised OneStream training via Keyteach — from getting started and end-user courses to administration, implementation, reporting, and dashboards. ### Overview James & Monroe delivers authorised OneStream training through our partnership with Keyteach, a Global Authorised Training Partner of OneStream Software. Courses are taught by certified instructors and run live online, in person, or self-paced, with seats on the public schedule across APAC, EMEA, and the Americas. The catalogue runs from a first day on the platform through to implementation and financial calculations, so there is a course for every stage — project teams preparing for a build, end users on a live application, power users taking on maintenance, and administrators running the system. ### How It’s Delivered 📚 #### Instructor-led Live classes online or in person — individual seats on the public schedule, or a private class run for your team. ▶️ #### Self-paced on demand Online courses taken at your own pace through the Keyteach platform; several carry CPE credits. 🎯 #### Bespoke Built around your own application, data, and user roles — suited to go-live and rollout. ### Foundations & End Users #### Getting Started with OneStream (1 day) A first day on OneStream for anyone new to the platform — navigation, core concepts, and how an application fits together. [View on Keyteach →](https://keyteach.com/getting-started-onestream) #### OneStream: End User Training (2 days) Hands-on grounding for end users — dimensionality, workflow, and day-to-day use of a live application. [View on Keyteach →](https://keyteach.com/component/content/article/keyteach-onestream-end-user-training-2-days?catid=12) #### OneStream: Excel Add-In Training for End Users (1 day) Analyse and report on OneStream data from Microsoft Excel using the Excel Add-in. [View on Keyteach →](https://keyteach.com/onestream-excel-add-in) ### Project Teams & Power Users #### OneStream: Project Team Training (2 days) For project teams shaping a build — the full span of platform capability and the decisions that drive a good design. [View on Keyteach →](https://keyteach.com/onestream-project-team) #### OneStream: Administrative Tasks for Power Users (2 days) Equips power users to take on routine application maintenance and support the wider user community. [View on Keyteach →](https://keyteach.com/component/content/article/keyteach-onestream-custom-training-for-power-users-2-days?catid=12) #### OneStream: Excel Deep Dive for Power Users (2 days) Extends Excel Add-in skills so power users can build and support more advanced Excel reporting. [View on Keyteach →](https://keyteach.com/component/content/article/onestream-excel-deep-dive-for-power-users-2-days?catid=12) #### OneStream: Reporting for Power Users (2 to 3 days) Customised reporting practice inside your own application and data model. [View on Keyteach →](https://keyteach.com/component/content/article/keyteach-onestream-custom-reporting-training-2-3-days?catid=12) ### Administration & Implementation #### Getting Started with OneStream + Administration (4 days) Foundations plus core administration — modifying existing applications, maintenance, and troubleshooting. [View on Keyteach →](https://keyteach.com/gswo-onestream-administration) #### Implementing OneStream for Technical System Administrators (5 days) The full implementation path — project setup, workflow design, data integration, and an introduction to financial calculations. [View on Keyteach →](https://keyteach.com/implementing-onestream) #### OneStream: Writing Financial Calculations (3 days) Building and maintaining the financial calculations at the centre of a OneStream application. [View on Keyteach →](https://keyteach.com/component/content/article/onestream-writing-financial-calculations-3-days?catid=12) #### OneStream: CPM Express — Maintaining Applications (3 days) Maintaining and configuring CPM Express applications across IFRS and GAAP environments. [View on Keyteach →](https://keyteach.com/component/content/article/onestream-cpm-express-maintaining-applications-3-days?catid=12) ### Reporting & Dashboards #### OneStream: Building Basic Reports (3 days) Creating reports from the ground up — connecting reports to application design and building a simple cube. [View on Keyteach →](https://keyteach.com/component/content/article/onestream-building-basic-reports-3-days?catid=12) #### OneStream: Building Dashboards (3 days) Hands-on dashboard building — maintenance units, data adapters, components, layouts, and embedding. [View on Keyteach →](https://keyteach.com/component/content/article/building-dashboards-3-days?catid=12) [View all OneStream courses on Keyteach →](https://keyteach.com/onestream) ### Train your OneStream team Tell us the audience and we’ll line up public seats, a private class, or a bespoke programme built on your own application. [Contact J&M](/contact-us/) --- ### [NetSuite Training](https://jamesandmonroe.com/services/training-education/netsuite-training/) **Published:** March 29, 2026 **Author:** Richard Philipson **Content:** # NetSuite EPM Training — Certified Courses Oracle EPM, OneStream, Hyperion, and NetSuite training for finance teams across Australia and New Zealand — delivered with Keyteach, a Global Authorised Training Partner of OneStream Software, and led by the consultants who implement these platforms. [OneStream](https://jamesandmonroe.com/services/training-education/onestream-training/)[Oracle EPM Cloud](https://jamesandmonroe.com/services/training-education/oracle-epm-cloud-training/)[Oracle Hyperion](https://jamesandmonroe.com/services/training-education/oracle-hyperion-training/)[NetSuite](https://jamesandmonroe.com/services/training-education/netsuite-training/) [HOME](/)›[SERVICES](/services/)›[TRAINING & EDUCATION](https://jamesandmonroe.com/services/training-education/)›NETSUITE EPM TRAINING ### NETSUITE EPM TRAINING NetSuite EPM training via Keyteach — Planning and Budgeting, Close and Consolidation, Account Reconciliation, Narrative Reporting, and Reports. ### Overview James & Monroe delivers NetSuite EPM training through Keyteach for finance teams planning, consolidating, and reporting in NetSuite. The catalogue covers Planning and Budgeting (NSPB), Close Management and Consolidation, Account Reconciliation, Narrative Reporting, and Reports. Courses are aimed at administrators, implementation consultants, and report developers, and run live online, in person, or self-paced through the Keyteach platform. ### How It’s Delivered 📚 #### Instructor-led Live classes online or in person — individual seats on the public schedule, or a private class run for your team. ▶️ #### Self-paced on demand Online courses taken at your own pace through the Keyteach platform; several carry CPE credits. 🎯 #### Bespoke Built around your own application, data, and user roles — suited to go-live and rollout. ### Courses #### Planning and Budgeting (NSPB) Administrator (3 days) Design and build NetSuite Planning and Budgeting applications. [View on Keyteach →](https://keyteach.com/netsuite-planning-administrator) #### Planning and Budgeting (NSPB/PBCS) Business Rules (2 days) Design and maintain business rules and calculations for NSPB. [View on Keyteach →](https://keyteach.com/component/content/article/netsuite-epm-planning-and-budgeting-nspb-pbcs-business-rules-2-days?catid=16) #### Close Management & Consolidation (FCC) Administrator (3 days) Build and run NetSuite close and consolidation applications. [View on Keyteach →](https://keyteach.com/netsuite-close-manager-administrator) #### Close Management and Consolidation (FCC) Calculations (3 days) The rules and scripting behind NetSuite consolidation calculations. [View on Keyteach →](https://keyteach.com/netsuite-close-manager-calculations) #### Account Reconciliation (ARCS) Administrator (3 days) Set up reconciliation and transaction matching in NetSuite EPM. [View on Keyteach →](https://keyteach.com/netsuite-account-reconciliation) #### Narrative Reporting Developer (2 days) Build reviewed, auditable narrative report packages. [View on Keyteach →](https://keyteach.com/component/content/article/netsuite-epm-narrative-reporting-developer-2-days?catid=16) #### Reports Designer (2 days) Create management reports with dynamic grids and formulas. [View on Keyteach →](https://keyteach.com/netsuite-reports-designer) [View all NetSuite courses on Keyteach →](https://keyteach.com/netsuite) ### Train your NetSuite EPM team Tell us the module and the audience and we’ll arrange public seats, a private class, or a bespoke programme on your own application. [Contact J&M](/contact-us/) --- ### [NetSuite Planning & Budgeting](https://jamesandmonroe.com/solutions/netsuite-planning-budgeting/) **Published:** August 6, 2023 **Author:** Richard Philipson **Excerpt:** NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports — all within one collaborative, scalable solution. With less time spent on manual consolidation, troubleshooting, reporting and data loading, finance staff can reallocate time from data entry and formula maintenance to strategic analysis activities that have a greater impact on the company’s financial position. **Content:** # NetSuite Planning and Budgeting NetSuite Planning and Budgeting is a cloud‑based performance management solution that extends NetSuite ERP with robust capabilities for planning, budgeting, forecasting, and financial reporting. Built on Oracle’s EPM technology, it enables finance teams to improve accuracy, streamline planning cycles, and gain greater visibility into financial and operational performance within a fully integrated NetSuite environment. ![](https://jamesandmonroe.com/wp-content/uploads/2026/03/images-2.png "images (2)") > NetSuite Planning and Budgeting enables organizations to accelerate budgeting and forecasting processes with market-leading predictive features, reporting, scenario planning and modeling capabilities, all in one collaborative, scalable solution ## What is NetSuite Planning and Budgeting? #### NetSuite Planning and Budgeting automates labor-intensive planning and budgeting processes so finance teams can quickly and easily produce budgets and forecasts, model what-if scenarios and generate reports — all within one collaborative, scalable solution. With less time spent on manual consolidation, troubleshooting, reporting and data loading, finance staff can reallocate time from data entry and formula maintenance to strategic analysis activities that have a greater impact on the company’s financial position. [What is NetSuite Planning and Budgeting? (Video)](https://www.youtube.com/watch?v=kMIW9FDy09M) ![NetSuite Planning and Budgeting - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2023/08/Netsuite_PBCS_1.png "Netsuite_PBCS_1") [Budgeting & Forecasting](#budgeting-forecasting)[Scenario Planning and Modeling](#scenario-planning-and-modeling)[Revenue Planning](#revenue-planning)[Operational Expense](#operational-expense)[Workforce Planning](#workforce-planning)[Trended Financial Statements](#trended-financial-statements)[Data Synchronization](#data-synchronization)[Dashboards](#dashboards)[Microsoft Office Integration](#microsoft-office-integration) [PreviousPreviousPrevious](#prev "Previous")[NextNextNext](#next "Next") # Budgeting & Forecasting --- ### Automate tedious companywide and departmental budgeting processes. Prebuilt workflows that leverage best practices make it easy to closely track the progress of tasks, such as reviews and approvals. Budget templates are dynamically populated and updated from NetSuite’s general ledger and accommodate changes to accounting segments. Create real-time forecasts in minutes — based on actual data from NetSuite financials — to make more informed decisions and drive your business forward. --- ![Thmb-budgeting-forecasting - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-budgeting-forecasting-845x529.png "thmb-budgeting-forecasting") # Scenario Planning and Modeling --- ### Perform scenario modeling and multidimensional planning with any number of dimensions, such as location, product, customer, or expense. Easily model complex calculations including projected revenue, operating and capital expenditures, headcount costs, cash flow and sales without the risk of formula errors posed by regular updates or monthly maintenance. --- ![Oracle EPM Planning - James & Monroe budgeting and forecasting](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-scenario-planning-modeling-845x529.png "thmb-scenario-planning-modeling") # Revenue Planning --- ### Align revenue forecasts and sales plans with corporate objectives. Create driver-based revenue and sales forecasts for all business units in collaboration with finance, sales and service teams. Then, continuously monitor actual performance against objectives and track the resulting impact on cash flows and balance sheets. --- ![Oracle EPM Planning - James & Monroe budgeting and forecasting](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-revenue-planning-845x529.png "thmb-revenue-planning") # Operational Expense --- ### Enable flexible driver-based planning to connect your operational assumptions to financial outcomes. Support a hierarchical planning process that encompasses both corporate finance and lines of business. --- ![Thmb-operational-expense - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-operational-expense-845x529.png "thmb-operational-expense") # Workforce Planning --- ### Simplify workforce planning and related efforts, such as headcount, salary and compensation planning, by aligning the needs and priorities of your organization with those of the workforce to ensure organizational objectives are met. --- ![Oracle EPM Planning - James & Monroe budgeting and forecasting](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-workforce-planning-845x529.png "thmb-workforce-planning") # Trended Financial Statements --- ### Fully integrated financial statements mean the income, balance sheet and cash flow statements are connected with logic derived from Generally Accepted Accounting Principles (GAAP). These financial statements provide seamless actual-to-budget trending, and this integration is flexible enough to accommodate industry-specific configuration requirements. Both direct and indirect cash flow methods are supported. --- ![Thmb-trended-financial-statements - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-trended-financial-statements-845x529.png "thmb-trended-financial-statements") # Data Syncronization --- ### Prebuilt data synchronization with NetSuite ERP ensures data accuracy and accessibility. Up-to-date financial and operational data, account structures and dimensions are automatically reflected in your plans, budgets and forecasts. --- ![Thmb-data-synchronization - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-data-synchronization-845x529.png "thmb-data-synchronization") # Dashboards --- ### Easily create in minutes dashboards that display budget and actuals data. NetSuite’s drag-and-drop report builder puts powerful, yet easy-to-use, web-based reporting into the hands of finance and business managers. The system’s secure, collaborative, process-driven approach makes defining, authoring, reviewing, and publishing financial and management reports an effortless process, while drill-through capabilities let the finance team and business managers dig deep into numbers and better understand areas like budget vs. actual variances. --- ![EPM dashboard - James & Monroe Oracle and OneStream solutions](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-dashboards-845x529.png "thmb-dashboards") # Microsoft Office Integration --- ### Smart View for Office enables the integration of NetSuite Planning and Budgeting with Microsoft Office tools, such as Outlook, Excel, Word and PowerPoint. Users can add what-if analyses in Excel for customers, items or expenses categories on the fly and create data grids incorporating Excel formulas and formats. Common planning actions, such as spreading and allocation, are available for data grids rendered within Excel. --- ![James & Monroe office](https://jamesandmonroe.com/wp-content/uploads/2023/08/thmb-microsoft-office-integration-845x529.png "thmb-microsoft-office-integration") ### Control Data synchronization with NetSuite ERP ensures automated, ongoing access to up-to-date financial and operational data. Reduced reliance on manual data input and reconciliations means better control. ### Collaboration All stakeholders are connected in a single environment, streamlining data collection. Accessibility boosts participation and accountability, making it easier for finance to get meaningful input and engagement from operational managers ### Visibility Data is entered in one centralized place, creating a single, agreed-upon version of information. Any changes made to numbers in the system are automatically reflected in reports and dashboards, so the current business situation is always clear. [Contact Us](https://jamesandmonroe.com/contact-us/) --- ## Articles ### [AI gives you more information, not answers](https://jamesandmonroe.com/insights/articles/ai-gives-you-more-information-not-answers/) **Published:** May 24, 2026 **Author:** Richard Philipson **Excerpt:** Working with AI is the old search skill returning: context decides the answer, and you still own the number. A grounded take for finance and EPM teams. **Content:** There was a stretch of about ten years when being good at Google was a real skill. Two people could sit in front of the same search box, ask the same question, and get completely different results. One typed a full sentence and trawled through pages of near-misses. The other used four well-chosen words and landed on the answer first time. We even had a name for it: Google-fu. That skill has gone quiet now, because search got better and we got better at it without really noticing. But it is worth remembering what it actually was. It had nothing to do with knowing more than the search engine. It was about asking in a way the tool could act on. You learned which words carried weight, when to be specific, when to drop the filler. You were, in a small way, learning to supply context. That is the skill back in play with AI, and most of the noise around it misses the point. ## We have done this before The panic about prompting being some new dark art is overblown. Anyone who lived through the search era already has the instinct. You are interrogating a tool to get value out of it, phrasing your request so the thing in front of you can do its job. The mechanics are different and the output is different, but the underlying move is the same one we have made before. What is different is the part nobody warns you about. ## Where the comparison breaks down When you searched, the interface was honest about being unfinished. It handed you ten blue links and left the judgement to you. Nobody mistook the first result for the truth. You knew you had to read, weigh, and discard. The work of evaluation was right there in front of you, so you did it. AI removes that friction. You no longer see the rough edges of the process. You ask a question and get back a fluent, confident paragraph that reads like a conclusion. The evaluation did not disappear. It just stopped being visible. And a well-written answer is far harder to be sceptical of than a list of ten links, because it has already done the work of sounding right. #### The short version The model is not telling you the answer. It is giving you a well-written starting point that you still have to check. Treat it like the first page of search results, not the last word. ## Why it is always a best guess It helps to know what the thing is actually doing. A large language model guesses the next likely piece of text, given everything you have said and everything it has seen before. That is the whole trick, and it is very good at it. But “likely” and “correct” are different things, and the model has no built-in way to tell the difference. It writes a wrong answer with the same calm fluency as a right one. This matters most in our world, because the model cannot see the things that decide whether an answer is any good. It has never opened your client’s OneStream application. It does not know that the consolidation was set up with an unusual currency treatment three years ago, or that one entity gets loaded differently for historical reasons nobody wants to reopen, or that the finance team will reject anything that changes how one board report looks. None of that is in the training data. All of it changes the answer. The prompt above the waterline, the consultant’s context belowA small ice tip above the water shows the prompt you type. The large submerged mass below holds what the consultant knows that the model cannot see: currency treatment, data loads nobody reopens, board-report preferences, and HR cube drivers.What you type“allocate shared overhead”what it seeswhat it can’tUnusual currency treatmentData loads nobody reopensBoard-report preferencesHR cube drivers ## Context is the whole game Here is the difference in practice. Ask a thin question and you get a thin answer, delivered with the same confidence as a good one. > Write me a OneStream business rule to allocate shared overhead. The model will happily produce something. It will read as plausible. But it will assume a clean model that does not exist: simple entity hierarchies, a single driver, no edge cases, no prior design decisions to respect. It looks like an answer. In practice, it ignores half the things that will make or break it in your environment. Now give it the constraints you are already working around. > Write me a OneStream business rule to allocate shared overhead from the Corporate entity down to level 0 Operations entities, using headcount from the HR cube as the driver. > > Only run for the Forecast scenario (no impact on Actuals), post results to the Allocated account, and ensure the source data remains intact for reporting. > > The Operations hierarchy includes mixed-ownership entities, so exclude minority-owned entities from the allocation. > > The HR headcount data is stored at a different dimensional intersection (no Entity dimension), so it needs to be mapped via a lookup table. > > Do not change any existing allocation logic used for the board reporting packs. Same model, same five seconds. The second answer comes back shaped like something you can actually work with, because it has to honour the constraints you gave it. You did not get better at the tool by learning a trick; you got better at it by being explicit about what you already knew. That is the search skill returning under a new name, and the query was always the lever. ## What you bring that the model cannot 1 #### The context The specifics of this client, this system, this constraint. The model only ever has what you choose to tell it, and the things that matter most are usually the things nobody wrote down. 2 #### The verification Knowing what “right” looks like, and catching the confident wrong answer before it ships. The model cannot grade its own homework. You are the one who knows when the plausible thing is the incorrect thing. 3 #### The accountability The model never signs its name to the deliverable. You do. When the board asks why the numbers moved, “the AI suggested it” is not an answer anyone wants to give. ## Guide, do not follow The most useful way I have found to think about it is as an extremely well-read junior who has never worked here. It has read more documentation than any of us will in a lifetime, and it remembers nothing about the specifics of your engagement. It will give you a confident answer to anything you ask, including the things it has no business being confident about. > It has read about your problem in general; it has never seen yours in particular. I see this constantly on integration work. The model hands me something that reads as completely correct, built against an interface that behaves differently on the version the client is actually running, or assuming a data structure that is not the one they have. It had no way of knowing; it has never seen this environment. The model is far from useless in these moments, it gets me moving faster every time. But each confident draft still has to meet the real environment, and the environment keeps having opinions the model could not have known about. The progress comes from me steering, not from the model being right. That is the whole posture. The model is a fast way to get more information in front of you. What you do with it, which parts you keep, which you bin, what you check, what you put your name to, is still the job. It changes the texture of the work. It does not change who is accountable for the work. A note on where this is heading, because it is heading there quickly. So far I have assumed you are talking to the AI directly, a ChatGPT or a Copilot. More and more it is moving inside the tools themselves. OneStream and Oracle EPM are both building it into the product, where the vendor tries to handle the context for you. That genuinely helps. But the embedded version inherits the same limit: it knows what it has been given and no more, and you are still the one who signs off on the number that comes out the other side. For consultants, this is worth getting good at, in the same quiet way we got good at search. It is a skill, not a revolution. The people who get the most out of it will not be the ones who trust it the most. They will be the ones who know exactly how much to, and when not to. ## Further reading - [Building a OneStream-to-SAP Fiori drill-back connector](https://jamesandmonroe.com/blog/onestream-sap-fiori-drillback-connector/) - [AI in financial forecasting: lessons from the first SensibleAI rollout in ANZ](https://jamesandmonroe.com/blog/sensibleai-financial-forecasting-anz/) - [Oracle Fusion ERP: AI & analytics](https://jamesandmonroe.com/solutions/oracle-fusion-erp/ai-analytics/) - [OneStream: AI-powered planning & forecasting (SensibleAI)](https://www.onestream.com/solutions/ai-planning-forecasting/) ### Working out where AI fits in your finance function? James & Monroe is a specialist EPM implementation partner across Australia, New Zealand, and Asia. If you are weighing up where AI genuinely helps in a OneStream or wider EPM environment, and where human judgement still has to lead, our team can talk it through with you. [Get in Touch](https://jamesandmonroe.com/contact-us/) **Article Topics:** Industry Trends --- ### [OneStream and Snowflake: Building a Modern Finance Data Architecture](https://jamesandmonroe.com/insights/articles/onestream-and-snowflake-integration/) **Published:** April 2, 2026 **Author:** Richard Philipson **Excerpt:** How OneStream integrates with Snowflake to create a modern finance data architecture — connecting CPM with your data cloud for planning, consolidation, and reporting. **Content:** Two platforms have quietly become central to the modern finance technology stack: [OneStream](https://www.onestream.com/) for corporate performance management, and [Snowflake](https://www.snowflake.com/) for enterprise data. Increasingly, organisations are running both — and the question of how they work together is becoming one of the most common architecture conversations we have with clients. ## Why Finance Teams Are Running Both **Snowflake** is a cloud data platform — a place to land, store, transform, and govern data from across the enterprise. Finance teams use Snowflake to centralise ERP data, build curated data sets, run advanced analytics, and provide a governed data layer for downstream systems. **OneStream** is a corporate performance management platform — purpose-built for the financial processes that sit on top of that data. Consolidation, planning, budgeting, forecasting, reporting, reconciliation, and close management all run within OneStream’s unified data model. The two platforms are complementary, not competitive. Snowflake is where your data lives. OneStream is where your finance-specific processes execute. The integration between them determines how well these two worlds connect. #### Key Insight Snowflake is where your data lives. OneStream is where your finance team works. The two platforms are complementary, not competitive — and the integration between them creates a modern finance data architecture. ## The Integration Architecture OneStream provides several paths for connecting to Snowflake: 1 #### Direct Database Adapter OneStream’s data integration framework includes a Snowflake connector that reads directly from Snowflake tables and views. This is the simplest approach for structured financial data. 2 #### Stage and Load Pattern Data is extracted from Snowflake into a staging area (typically flat files or an intermediate database), then loaded into OneStream. Common for organisations with existing ETL processes. 3 #### API-Based Integration OneStream’s REST API can be used in combination with Snowflake’s external functions or Snowpark for programmatic, event-driven data exchange between the platforms. 4 #### Middleware / ETL Layer For complex transformations, organisations sometimes use middleware tools (Informatica, Fivetran, dbt) to orchestrate data flows between Snowflake and OneStream. ## Common Integration Scenarios ### Scenario 1: GL Actuals from Snowflake to OneStream The most common pattern. ERP systems (SAP, Oracle, NetSuite) land their GL data in Snowflake via ETL pipelines. Snowflake curates and validates the data. OneStream pulls the curated trial balance from Snowflake for consolidation and reporting. ### Scenario 2: Operational Data for Planning Snowflake holds operational data — sales volumes, headcount, production metrics, customer counts. OneStream pulls this data to support driver-based planning models. Planners use operational actuals from Snowflake alongside financial actuals for more informed forecasting. ### Scenario 3: OneStream to Snowflake (Writeback) OneStream writes approved budgets, forecasts, or consolidation results back to Snowflake. This makes OneStream’s output available to BI tools (Tableau, Power BI, Looker) and other analytical workloads running against Snowflake. ### Scenario 4: Master Data Synchronisation Snowflake serves as the master data hub. Chart of accounts, entity hierarchies, cost centre structures, and employee data are maintained in Snowflake and synchronised to OneStream to keep dimensions aligned. ## Architecture Best Practices **Let Snowflake do the heavy lifting on data preparation.** Use Snowflake for data extraction, cleansing, transformation, and validation. Load clean, curated data into OneStream. Don’t try to replicate ETL logic inside OneStream. **Use Snowflake views as the integration contract.** Define Snowflake views that present data in the structure OneStream expects. This decouples the source data model from the CPM data model and makes changes easier to manage. **Design for bi-directional flow.** Plan for data going into OneStream (actuals, operational data) and coming out (budgets, forecasts, consolidated results). Snowflake should be the enterprise truth layer, OneStream the finance process layer. **Govern the integration.** Use OneStream’s Data Management module with audit trails. Log every load, track row counts, and set up validation rules that catch issues before they affect consolidation or planning. **Consider latency requirements carefully.** For monthly consolidation, batch loads are fine. For rolling forecasts or real-time dashboards, you may need event-driven or near-real-time integration patterns. ### Building a Modern Finance Data Architecture? James & Monroe brings a finance-first perspective to data architecture. We implement OneStream across Australia, New Zealand, Singapore, India, and Malaysia, and work alongside your data engineering teams to design integration architectures connecting OneStream with Snowflake, Databricks, and other modern data platforms. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** Industry Trends, OneStream --- ### [OneStream and SAP: Integration, Migration, and the Future of CPM for SAP Customers](https://jamesandmonroe.com/insights/articles/onestream-and-sap-integration/) **Published:** March 19, 2026 **Author:** Richard Philipson **Excerpt:** How OneStream integrates with SAP S/4HANA and ECC, why SAP BPC customers are migrating, and what finance teams need to know about the OneStream–SAP relationship. **Content:** If your organisation runs SAP for ERP but is looking beyond SAP for corporate performance management, you’re not alone. Over 300 SAP ERP customers have already moved their CPM processes to [OneStream](https://www.onestream.com/) — and the pace of migration is accelerating as SAP’s legacy planning and consolidation tools approach end of maintenance. This guide covers three things SAP customers need to understand: how OneStream integrates with SAP environments, why [SAP BPC](https://www.sap.com/products/technology-platform/bpc.html) customers are evaluating alternatives, and what a migration from SAP CPM to OneStream actually involves. ## The SAP BPC End-of-Life Timeline ⚠ #### SAP BPC for Microsoft — End of Maintenance: 30 June 2026 Organisations currently running BPC on the Microsoft platform need to plan their transition now. After this date, no patches, security updates, or support will be available. ⏰ #### SAP BPC for NetWeaver (10.1 on BW 7.5) — End of Maintenance: 31 Dec 2027 BPC on NetWeaver has a slightly longer runway but still requires active migration planning. The 18-month window from now makes this urgent. 📅 #### SAP BPC for BW/4HANA (2021/2023) — End of Maintenance: 31 Dec 2030 The newest BPC releases have the longest support window, but SAP’s strategic direction is clear: SAP Analytics Cloud (SAC) for planning and SAP Group Reporting (S/4HANA) for consolidation. SAP’s strategic direction for planning is SAP Analytics Cloud (SAC). For consolidation, SAP recommends SAP Group Reporting within S/4HANA. However, many SAP customers are evaluating independent CPM platforms — particularly [OneStream](https://onestream.com) — as part of this transition. ## Why SAP Customers Are Choosing OneStream #### ERP-Agnostic by Design OneStream doesn’t care which ERP you run. It connects to SAP, Oracle, Microsoft, and others equally well — ideal for multi-ERP environments or organisations planning future ERP changes. #### Stronger Consolidation For complex multi-entity consolidation, OneStream offers deeper capability than SAP Group Reporting, particularly for partial ownership, intercompany eliminations, and multi-GAAP reporting. #### No Forced Migration Timeline OneStream lets you migrate CPM on your own timeline, decoupled from your ERP roadmap. You don’t need to wait for S/4HANA to modernise your finance processes. #### Unified Platform OneStream delivers consolidation, planning, reporting, and analytics in a single application with one data model — rather than separate SAP products that need integration. ## How OneStream Integrates with SAP OneStream connects to SAP environments through several mechanisms: **SAP ECC (on-premises):** OneStream’s data integration framework can extract data from SAP ECC using RFC/BAPI connections, database views against the SAP BW layer, or flat-file exports from SAP. The most common approach for actuals is extracting from SAP BW or directly from FI/CO modules. **SAP S/4HANA (cloud or on-premises):** For S/4HANA, OneStream connects via OData APIs, CDS views, or the SAP Cloud Integration (BTP) middleware layer. This allows real-time or near-real-time data extraction. **SAP BW/BW4HANA:** If your organisation uses SAP BW as a data warehouse, OneStream can connect to BW as a source system, extracting curated and validated data. **File-based integration:** For initial implementations or simpler scenarios, flat-file extracts from SAP loaded into OneStream via its Data Management module. ## Common Integration Scenarios **GL actuals for consolidation:** Extracting trial balance data from SAP FI into OneStream for statutory and management consolidation. **Cost centre actuals for planning:** Loading cost centre and profit centre actuals from SAP CO into OneStream for budget-to-actual comparison and rolling forecasts. **HR data for workforce planning:** Integrating headcount, salary, and organisational data from SAP HCM/SuccessFactors for workforce planning in OneStream. **Writeback for reporting:** In some implementations, OneStream writes approved budgets or allocations back to SAP for operational consumption. ## Migrating from SAP BPC to OneStream A BPC-to-OneStream migration typically runs 6–12 months and follows a structured methodology: **Phase 1: Assessment (2–3 weeks).** Audit existing BPC applications, identify what’s actively used, map BPC structures to OneStream equivalents, and develop a migration roadmap. **Phase 2: Design & Build (8–16 weeks).** Design the OneStream application architecture, configure dimensions, build business rules and calculations, design data integrations from SAP, and build reports and dashboards. **Phase 3: Data Migration & Testing (4–8 weeks).** Migrate historical data, reconcile against BPC, conduct user acceptance testing, and deliver training. **Phase 4: Go-Live & Support (2–4 weeks).** Execute cutover, provide hyper-care support, and decommission BPC. ### Exploring CPM Options for Your SAP Environment? If you’re an SAP customer evaluating your CPM options — whether facing a BPC end-of-maintenance deadline or proactively planning your next-generation finance architecture — James & Monroe can help you assess your environment, evaluate platforms, design the integration, and deliver the implementation. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** Industry Trends, OneStream --- ### [EPM Trends 2026: What Finance Leaders Need to Watch](https://jamesandmonroe.com/insights/articles/epm-trends-2026/) **Published:** March 5, 2026 **Author:** Richard Philipson **Excerpt:** The key EPM trends shaping 2026: AI-powered planning, real-time consolidation, xP&A, cloud migration acceleration, and what they mean for finance teams. **Content:** Enterprise performance management is changing faster than at any point in the last two decades. The convergence of AI, cloud-native platforms, and shifting CFO expectations is reshaping how organisations plan, consolidate, and report. At James & Monroe, we’re seeing these trends play out first-hand across our clients in Australia, New Zealand, Singapore, and India. Here’s what matters most in 2026. #### 7 Key EPM Trends for 2026 AI moves from experiment to expectation • AI agents enter finance workflows • xP&A goes mainstream • Cloud migration accelerates • Real-time consolidation becomes standard • ESG reporting embeds operationally • CFO expectations have fundamentally changed ## 1. AI Moves from Experiment to Expectation In 2026, AI in EPM is shipping — and finance teams that aren’t engaging with it are falling behind. Oracle EPM Cloud now includes a Planning Agent for natural-language questions about data. IPM Insights detects anomalies automatically. Predictive Planning generates statistical forecasts. [OneStream](https://www.onestream.com/)‘s SensibleAI portfolio has matured rapidly. SensibleAI Forecast generates automated forecasts using machine learning, and SensibleAI Agents — now embedded in Microsoft Teams and Excel — let finance analysts query data conversationally. Organisations using AI-enhanced forecasting are reporting forecast accuracy improvements of 25–30% and planning cycle time reductions of 50–70%. **What this means for you:** If you haven’t activated the AI capabilities in your current EPM platform, now is the time. Start with predictive forecasting — it’s the lowest-risk, highest-return entry point. ## 2. The Rise of AI Agents in Finance 2026 is the year of AI agents — autonomous assistants that can perform multi-step finance tasks with minimal human intervention. OneStream’s Finance Analyst Agent can analyse financial data, generate visualisations, and explain variances through natural language. Oracle’s Planning Agent can generate predictions, explain them, run root-cause analysis, and model what-if scenarios. These are embedded within the EPM environment’s security, governance, and data model. AI agents democratise access to financial data. **What this means for you:** Evaluate AI agents as part of your next EPM upgrade cycle. Early adopters build institutional knowledge that compounds over time. ## 3. xP&A Goes Mainstream Extended Planning and Analysis (xP&A) — connecting financial planning with operational planning across HR, supply chain, sales, and IT — is becoming operational reality in 2026. Oracle EPM Cloud is leading here with connected planning modules that link financial planning with workforce, supply chain, and project planning. OneStream addresses xP&A through its unified data model and XF Marketplace solutions. **What this means for you:** Identify one operational planning area (workforce or sales are common starting points) and build a connected planning use case. ## 4. Cloud Migration Accelerates (Including the Holdouts) The remaining organisations on legacy on-premises EPM platforms — primarily Hyperion and SAP BPC — are running out of runway. Oracle’s continuing signal that Hyperion support is winding down is compelling the last holdouts to act. We’re seeing migration timelines compress. Organisations that took 12–18 months for cloud migrations two years ago are now completing them in 6–10 months, driven by better migration tooling and accumulated partner experience. **What this means for you:** If you’re still on Hyperion or SAP BPC, start your migration assessment now. (See our [Hyperion to EPM Cloud Migration Guide](/insights/articles/hyperion-to-epm-cloud-migration-guide/).) ## 5. Real-Time Consolidation Becomes the Standard The traditional month-end close cycle — where consolidation happens once a month over several days — is giving way to continuous or near-real-time consolidation. Both OneStream and Oracle EPM Cloud support faster consolidation runs, and organisations are using this capability to close faster and provide management with current financial data. **What this means for you:** Assess whether your consolidation process can run more frequently. Even moving from monthly to weekly consolidation provides significant visibility benefits. ## 6. ESG Reporting Becomes Operationally Embedded Environmental, social, and governance (ESG) reporting has moved from a standalone compliance exercise to an integrated part of corporate performance management. Both OneStream (via Marketplace) and Oracle (via Narrative Reporting and dedicated ESG modules) now support ESG data collection, reporting, and disclosure alongside financial data. **What this means for you:** If ESG reporting is currently handled in spreadsheets or standalone tools, evaluate whether your EPM platform can absorb this workload. ## 7. The CFO’s Expectations Have Changed The modern CFO expects more from EPM than consolidation and budgeting. They want predictive insights, scenario modelling, operational visibility, and the ability to answer strategic questions on demand. This is driving investment in AI, xP&A, and real-time capabilities across both Oracle and OneStream platforms. **What this means for you:** Align your EPM roadmap with your CFO’s strategic priorities, not just your finance team’s operational needs. ### Want to Talk EPM Strategy? At James & Monroe, we’re helping organisations across ANZ and Asia navigate these trends — migrating to the cloud, activating AI capabilities, connecting financial and operational planning, and building EPM strategies for the next five years. If any of these trends resonate, we’d welcome the conversation. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** Industry Trends, Oracle EPM --- ### [OneStream vs Oracle EPM Cloud: An Honest Comparison from a Dual-Partner Perspective](https://jamesandmonroe.com/insights/articles/onestream-vs-oracle-epm/) **Published:** February 12, 2026 **Author:** Richard Philipson **Excerpt:** An honest comparison of OneStream and Oracle EPM Cloud from a dual-partner perspective. Covers consolidation, planning, architecture, cost, and which platform suits your organisation. **Content:** This is the comparison article that most consulting firms can’t write objectively — because most firms partner with one platform or the other, not both. At James & Monroe, we implement both [OneStream](https://www.onestream.com/) and [Oracle EPM Cloud](https://www.oracle.com/performance-management/) across Australia, New Zealand, and Asia. We don’t have a commercial reason to steer you toward either platform. ## The Fundamental Difference: Unified vs Modular **OneStream takes a unified approach.** Consolidation, planning, forecasting, close management, reporting, and analytics all operate within a single application, a single data model, and a single set of metadata. **Oracle EPM Cloud takes a modular approach.** The platform is a suite of purpose-built cloud services — EPBCS (Planning), FCCS (Consolidation), ARCS (Account Reconciliation), EDMCS (Data Management), Narrative Reporting, Tax Reporting, and more. Both approaches have trade-offs. Neither approach is inherently better — the right choice depends on your organisation’s specific requirements. ## Head-to-Head: Where Each Platform Wins CategoryOneStreamOracle EPM CloudVerdict**Financial Consolidation**Origin capability; handles complex multi-entity, partial ownership, JVs natively in unified modelFCCS is capable and improving; strong statutory consolidationOneStream leads**Planning & Forecasting**Strong finance-centric planning within unified model; revenue, expense, workforceBroader toolkit: financial, workforce, capital planning with connected modulesOracle leads**Reporting & Analytics**Built-in dashboards and formatted reports within platformBroader ecosystem: Financial Reporting, Narrative Reporting, Analytics CloudOracle leads**AI & Machine Learning**SensibleAI: embedded predictive forecasting, anomaly detectionEPM AI suite: predictive planning, smart close, GenAI narrativesBoth advancing**Data Integration**Strong for mixed ERP environments; pre-built adapters for SAP, Oracle, othersNative Oracle ERP integration; EPM Integration Agent for on-premDepends on ERP**Implementation & TCO**Potentially better TCO for consolidation-focused deploymentsTypically faster to implement; strong partner ecosystemContext-dependent**Platform Scope**Deep unified platform; extended via XF Marketplace solutionsBroader suite: Tax, Profitability, Account Reconciliation as separate modulesOracle broader## Decision Framework **Lean toward OneStream if:** financial consolidation is your primary driver, you want a unified platform, you’re running mixed ERPs, you’re migrating from Hyperion HFM, or Microsoft integration is strategically important. **Lean toward Oracle EPM Cloud if:** you need connected planning across the enterprise, you’re on Oracle ERP Cloud, you need narrative or tax reporting, you need Monte Carlo simulation, or you want unlimited environments. ### Need Help Evaluating Your Options? At James & Monroe, we implement both OneStream and Oracle EPM Cloud across Australia, New Zealand, Singapore, and India. We can run a structured evaluation that assesses each platform against your consolidation, planning, reporting, and integration requirements — and give you an honest recommendation. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** OneStream, Oracle EPM --- ### [What Is OneStream? A Plain-Language Guide to the Unified CPM Platform](https://jamesandmonroe.com/insights/articles/what-is-onestream/) **Published:** January 29, 2026 **Author:** Richard Philipson **Excerpt:** What is OneStream XF? A plain-language guide to the unified CPM platform covering consolidation, planning, reporting, and how it compares to traditional EPM solutions. **Content:** If you’re researching corporate performance management (CPM) platforms, [OneStream](https://www.onestream.com/) keeps coming up — and for good reason. It’s one of the fastest-growing players in the EPM space, recently listed on the Nasdaq, and has been named a Leader in the [Gartner Magic Quadrant](https://www.gartner.com/reviews/market/cloud-financial-close-solutions) for Financial Close and Consolidation Solutions four years running. But what does it actually do, who is it for, and how does it compare to the alternatives? This guide breaks it down in practical terms. ## OneStream in One Sentence OneStream is a unified corporate performance management platform that brings financial consolidation, planning, reporting, analytics, and data quality into a single application with a single data model. That “unified” part is the key differentiator. Where other CPM vendors offer a suite of separate modules that share data between them, OneStream puts everything into one model. Consolidation, planning, forecasting, close management, and reporting all operate against the same set of dimensions, hierarchies, and data — no data movement between modules, no metadata duplication, and no reconciliation headaches. ## What Does OneStream Do? #### 📊 Financial Consolidation OneStream’s strongest capability. Handles multi-entity consolidation across complex ownership structures, partial ownership, joint ventures, multi-tier group structures, and intercompany eliminations — all within a single application. #### 📈 Planning & Forecasting Comprehensive planning capabilities spanning revenue, expense, workforce, and capital planning. Supports driver-based planning, rolling forecasts, top-down and bottom-up approaches, and what-if scenario modelling. #### 💻 Reporting & Analytics Built-in formatted financial reports, interactive dashboards, ad-hoc analysis, and drill-through to transactional detail. Eliminates the need for separate BI tools for core finance reporting. #### ✅ Data Quality Built-in data validation, reconciliation, and certification workflows. Finance teams can trace, verify, and sign off on data before it flows into reports — addressing the hidden bottleneck in finance processes. #### 🛒 XF Marketplace A library of over 40 pre-built solutions that extend the platform — from account reconciliation to tax provision to ESG reporting — all running natively within OneStream’s unified architecture. #### 🧠 Unified Data Model The key differentiator: everything runs on a single data model. No connectors between modules, no reconciliation across separate databases. This makes auditing, drill-through, and governance significantly simpler. ## SensibleAI — OneStream’s AI Strategy **SensibleAI Forecast** uses time-series and machine learning algorithms to generate statistical forecasts automatically. Finance teams can compare AI-generated forecasts against their own plans. **SensibleAI Agents** are embedded AI assistants within the platform. The Finance Analyst Agent lets users query financial data using natural language. These agents operate within OneStream’s security framework. **SensibleAI Studio** is a library of 30+ plug-and-play AI routines covering anomaly detection, benchmarking, and outlier analysis. OneStream has also deepened its partnership with Microsoft, embedding SensibleAI Agents into Microsoft Teams, Excel, and Microsoft 365 Copilot. ## Who Is OneStream For? OneStream is designed for mid-market to large enterprises — typically organisations with $200M+ revenue, multiple entities, and complex financial processes. It’s particularly well-suited to organisations needing strong statutory consolidation, a unified platform, flexibility for non-standard processes, and a modern replacement for legacy Hyperion HFM. The platform is ERP-agnostic — it connects to SAP, Oracle, NetSuite, Microsoft Dynamics, Workday, and other source systems. ## OneStream vs Other Platforms **Compared to Oracle EPM Cloud:** Oracle offers a broader suite and benefits from deep Oracle ERP integration. OneStream offers a more unified architecture and is often preferred when consolidation complexity is the primary driver. (See our separate [OneStream vs Oracle EPM guide](/insights/articles/onestream-vs-oracle-epm/).) **Compared to SAP BPC / SAP Analytics Cloud:** OneStream is often chosen by organisations migrating away from SAP BPC due to stronger consolidation capabilities and more modern architecture. **Compared to Board, CCH Tagetik, Workiva:** These platforms each have strengths in specific areas. OneStream’s differentiator remains the unified data model and Marketplace extensibility. ## What Does Implementation Look Like? A typical OneStream implementation takes 6 to 12 months depending on scope and complexity. Consolidation-only implementations can be faster (4–6 months). Projects including consolidation, planning, and Marketplace solutions typically fall in the 9–12 month range. OneStream is a partner-led ecosystem — implementations are delivered by certified consulting partners. Choosing a partner with deep experience is important because the platform’s flexibility means there are many ways to approach a given requirement. ### Considering OneStream for Your Organisation? James & Monroe is a certified OneStream consulting partner with delivery experience across Australia, New Zealand, Singapore, and India. Whether you’re evaluating OneStream for the first time, migrating from a legacy platform, or extending your environment with Marketplace solutions — we can help. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** OneStream --- ### [Oracle Hyperion to EPM Cloud Migration: A Practical Guide](https://jamesandmonroe.com/insights/articles/hyperion-to-epm-cloud-migration-guide/) **Published:** January 15, 2026 **Author:** Richard Philipson **Excerpt:** Oracle Hyperion served finance teams well for over two decades, but the clock is ticking. Oracle has signalled the end of on-premises Hyperion support, and the company is actively encouraging customers to move to Oracle Cloud EPM. **Content:** Oracle Hyperion served finance teams well for over two decades, but the clock is ticking. Oracle has signalled the end of on-premises Hyperion support, and the company is actively encouraging customers to move to [Oracle Cloud EPM](https://www.oracle.com/performance-management/). If your organisation is still running Hyperion Planning, HFM, Essbase, or DRM on-premises, the question is no longer *whether* to migrate — it’s *how* and *when*. At James & Monroe, we’ve been helping organisations across Australia, New Zealand, Singapore, and India navigate this transition for over 21 years. This guide draws on our hands-on migration experience to walk you through the key decisions, timelines, risks, and practical steps involved in moving from Hyperion to Oracle EPM Cloud. ## Why Migrate Now? Three forces are converging to make 2026 the right time to act. 1 #### Support & Sustainability Oracle continues to reduce investment in on-premises Hyperion. While formal end-of-life hasn’t been announced, the practical reality is clear: fewer patches, fewer enhancements, and a shrinking talent pool of specialists who can maintain these systems. 2 #### Capability Gaps Are Widening Oracle EPM Cloud receives monthly feature updates. Each month that passes, the gap between what your on-premises Hyperion can do and what the cloud platform offers grows wider — in AI, planning, reporting, and integration. 3 #### Cost Economics Have Shifted When you factor in server hardware, database licensing, patching, upgrades, and specialist contractor rates, most organisations find that cloud is now cost-neutral or cheaper — and that’s before you account for the productivity gains. ## Understanding What You’re Moving #### ⚙ Hyperion Planning → EPM Planning Maps to Oracle Cloud EPM Planning (previously PBCS/EPBCS). The cloud version adds features like rolling forecasts, sandboxes for scenario modelling, and built-in approval workflows. #### ⚙ HFM → FCCS Hyperion Financial Management maps to Financial Consolidation and Close Cloud Service (FCCS). FCCS handles statutory consolidation, intercompany eliminations, and close management in a cloud-native architecture. #### ⚙ Essbase → Essbase Cloud Hyperion Essbase maps to Essbase Cloud or is absorbed into EPM Cloud’s calculation engine. Many organisations use this as an opportunity to simplify their Essbase footprint. #### ⚙ DRM → EDMCS Hyperion DRM maps to Enterprise Data Management Cloud Service (EDMCS). EDMCS is a significant upgrade over DRM with better workflow, governance, and cross-application metadata management. #### ⚙ Financial Reporting → FR Cloud Hyperion Financial Reporting and Interactive Reporting map to Financial Reporting Cloud and Oracle Analytics Cloud or Narrative Reporting for board-quality documents. #### ⚙ FDMEE → Data Management Hyperion FDMEE and Data Management map to Data Management (EPM Cloud DM) with the EPM Integration Agent for on-premises source connectivity. ## The Migration Is Not a Lift-and-Shift Oracle Cloud EPM is a different platform with a different architecture. Attempting to replicate your Hyperion environment line-for-line in the cloud will produce a suboptimal result, cost more, and take longer. Instead, treat the migration as an opportunity to redesign. Over the years, most Hyperion environments accumulate technical debt. A migration is your chance to clean house. ## J&M Migration Methodology Our approach follows five phases. A typical mid-size migration runs 16 to 24 weeks from project kickoff to go-live. ### Phase 1: Assessment & Roadmap (Weeks 1–3) **Current-state audit.** We document your existing Hyperion environment in detail. Most organisations find that 20–40% of their Hyperion environment is no longer active. **Cloud readiness assessment.** We evaluate your organisation’s readiness for cloud EPM across network connectivity, integration requirements, security, data residency, and change management. **Target-state design.** We map out which Cloud EPM modules you need, how your dimension structures should evolve, and which Hyperion components can be retired. **Migration roadmap.** We produce a phased migration plan with clear milestones, dependencies, and resource requirements. ### Phase 2: Design & Build (Weeks 4–10) **Application design.** We design dimensions, hierarchies, forms, business rules, approval workflows, and security. **Integration design.** We design data integration flows between your source systems and EPM Cloud. **Reporting design.** We design Financial Reporting, dashboards, and Narrative Reporting requirements. **Build & unit test.** We build and test each component. ### Phase 3: Data Migration & Validation (Weeks 8–14) **Data mapping.** We create detailed mapping documents that translate Hyperion data structures to EPM Cloud structures. **Historical data load.** We load 2–5 years of actuals into EPM Cloud with full audit trails. **Reconciliation.** We reconcile cloud data back to Hyperion at multiple levels. **Parallel run.** For FCCS migrations, we recommend running at least one close cycle in parallel. ### Phase 4: User Acceptance Testing & Training (Weeks 12–18) Finance users test against real-world scenarios. We deliver role-based training for end users, power users, and administrators. ### Phase 5: Go-Live & Transition (Weeks 16–24) We develop a detailed cutover plan, support go-live, provide heightened support for 4–6 weeks, and plan Hyperion decommissioning. ## Typical Timeline Summary PhaseDurationKey MilestoneAssessment & Roadmap2–3 weeksMigration roadmap approvedDesign & Build6–8 weeksCloud applications built and unit testedData Migration & Validation4–6 weeks (overlaps)Historical data reconciledUAT & Training4–6 weeksUser sign-off achievedGo-Live & Transition2–4 weeksProduction cutover complete**Total****16–24 weeks****End-to-end**## Common Pitfalls (and How to Avoid Them) **Trying to replicate Hyperion exactly.** Cloud EPM has different strengths and constraints. An experienced partner guides you toward cloud-native approaches. **Underestimating data migration effort.** Data migration consistently takes longer than expected. **Skipping the parallel run.** For consolidation migrations (HFM to FCCS), a parallel run is essential. **Neglecting change management.** Finance users who’ve worked in Hyperion for years need time and support. **Ignoring integration complexity.** Complex integrations need to be re-engineered for the cloud. ## What Makes J&M Different **We know both worlds.** Deep expertise in Hyperion and Cloud EPM. **We’re pragmatic.** We focus on business outcomes, not technology for its own sake. **We’re local.** Teams across Australia, New Zealand, Singapore, and India. ### Ready to Start Your Migration? If you’re running Hyperion and considering the move to Oracle Cloud EPM, the best starting point is a migration assessment. We’ll review your current environment, identify the optimal migration path, and give you a realistic timeline and cost estimate — typically within 2–3 weeks. [Get in Touch](https://jamesandmonroe.com/contact/) **Article Topics:** Oracle EPM --- ## Blog Posts ### [CLS / DataMap self-service in EPBCS](https://jamesandmonroe.com/blog/epbcs-self-service-data-locks/) **Published:** July 7, 2026 **Author:** Richard Philipson **Content:** ![Amitoj Bedi](https://jamesandmonroe.com/wp-content/uploads/2026/07/amtoj.jpg)**Amitoj Bedi** Senior Consultant – Enterprise Planning Every close cycle, someone in finance needs a forecast locked, a budget reopened for a late adjustment, or a data map run to move numbers between cubes. In a lot of EPBCS implementations, none of those are things a finance user can do for themselves. They log a request, an administrator picks it up when they can, and the task sits in a queue. The governance is fine. The waiting is the problem. We recently built a way around that for a client’s Central Finance group, the senior finance power users who own the numbers but do not, and should not, hold administrator roles in the application. They can now toggle Cell Level Security locks on and off, and trigger DataMap executions on demand, without anyone widening their access. The privileged work still happens under an administrative context. The users just do not carry the privilege themselves. Controlled execution of privileged EPBCS operationsA Central Finance power user with no administrator role launches a Groovy business rule. The rule calls the REST Jobs API through a secured connection that holds service credentials, inside an administrative trust boundary. The connection runs a CLS security import job or a DataMap execution job. The result applies immediately in forms and Smart View.Central Financepower usersno admin roleGroovy businessrulelaunched from a formADMINISTRATIVE CONTEXT · SERVICE CREDENTIALSSecuredconnectionholds service credsRESTJobs APICLS importlock · unlockDataMap runmove dataApplied immediately in forms and Smart View ## The constraint we were working inside The brief had two halves that usually pull against each other. Finance wanted to stop depending on administrators for routine operational tasks. Security and audit wanted no new roles handed out and no broadening of who could change the application’s configuration. The usual answer to the first half is to grant more access. That fails the second half immediately. So the design started from the opposite end: keep every user’s access exactly as it is, and move the privilege into the system instead of onto the person. ## A controlled execution layer The mechanism is a Groovy business rule sitting in front of a secured connection. A user launches the rule from a form or the rule launcher, the same way they would run any calculation. The rule does not act with the user’s permissions. It calls the EPM Cloud REST API through a connection that has been configured separately with service credentials. Those credentials carry the administrative rights. The user never sees them and never holds them. Their only interaction is choosing an action and pressing a button. THE DESIGN DECISION Privilege lives in the connection, not in the user. That one choice is what makes everything built on top of it safe. We implemented two capabilities on this pattern, kept deliberately separate so each stays simple to reason about and maintain. ## Toggling Cell Level Security on demand The first capability lets a user enable or disable a data lock, a Forecast or Budget lock, and have it take effect straight away with no administrator in the loop. When the user runs the rule, it builds a Cell Level Security definition for the one rule that is being changed, sets that rule’s enabled flag according to the user’s choice, and submits a security import job through the Jobs API on the secured connection. The lock applies immediately, across both web forms and Smart View. The design decision worth calling out is scope. The rule rebuilds only the specific CLS rule it is responsible for, rather than exporting the whole security model, changing one flag, and re-importing everything. Keeping the footprint to a single rule means the operation cannot disturb any other security definition, it runs quickly, and if something ever does go wrong the affected surface is one rule rather than the entire configuration. It also keeps the behaviour predictable: the same input always produces the same narrow change. ## Running DataMaps without admin access The second capability is simpler. A user triggers a Groovy rule, the rule submits the DataMap execution through the Jobs API on the same secured connection, and the job runs and returns its status. No administrator involvement, no elevated rights, and the user gets confirmation that the data has moved. It uses the same privilege-in-the-connection pattern as the CLS work, which is the point of building it that way once. The second capability was mostly a matter of pointing the established pattern at a different job type. ## Why Cell Level Security, and not something else We looked at the obvious alternatives before settling on CLS. Approval process workflow governs how plan data is reviewed and promoted through a hierarchy. It is the right tool for sign-off, but it does not give you a switch that makes an intersection read-only at runtime. Valid Intersections control which member combinations are allowed for data entry, which is a structural rule about validity, not a lock you flip per scenario. Bending either of them into a dynamic lock would have meant using a feature for something it was not built for, which is how implementations accumulate the kind of cleverness nobody can maintain later. Cell Level Security does the thing directly. It enforces read-only behaviour at the intersection, it takes effect immediately in forms and Smart View, it is granular, and it is defined as rules, which is exactly what makes it controllable from a Groovy script. For a dynamic lock and unlock, it was the right fit rather than the available workaround. ## The governance that holds it together The part security and audit cared about is that nothing here widens user access. How the guardrails hold - Users hold no additional roles. Their access is exactly what it was before. - Every privileged action runs under the service credentials on the connection, never under the user’s own. - Each run is submitted as a job, so each one is logged and attributable in the job console. - Users only ever interact with the Groovy rule. They cannot reach the underlying operations directly or use the connection for anything the rule does not expose. The result is an operation that behaves, from a control standpoint, exactly like an administrator did the work, because under the surface an administrative context did, while the person who triggered it stays inside their normal permissions. ## What changed for the client The visible change is a marked drop in how much finance depends on administrators during close. A lock or unlock used to be an administrator task: raised as a request and, depending on who was free, actioned the same day or the next. Those operations now sit with the Central Finance users who need them, and they take effect immediately when triggered. The administrators who used to field the requests get that time back, and no one’s access was widened to achieve it. ## A pattern, not a one-off What we would take from this to the next engagement is not the specific rules. It is the approach. When finance needs operational control that ordinarily requires admin rights, the answer does not have to be more access. You can put the privilege in a controlled execution path and give users a button instead of a role. That keeps governance intact and still gets the waiting out of the close. ### Need help with Oracle EPM Cloud? James & Monroe is a specialist Oracle EPM implementation partner. Whether you are tightening governance in Planning, giving finance users controlled self-service, or planning a broader EPBCS deployment, our team can help. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Loading multiple periods in one Oracle EPM data load](https://jamesandmonroe.com/blog/multiperiod-data-load-oracle-epm-cloud/) **Published:** June 22, 2026 **Author:** Richard Philipson **Content:** ![Pankaj Gurav](https://jamesandmonroe.com/wp-content/uploads/2026/06/pankaj.png)**Pankaj Gurav** Consultant — Technology & Support Most Oracle EPM Cloud data loads follow a simple pattern: one file per period, one period per load. That’s fine when you’re loading a single month’s actuals from the GL. It gets painful the moment the source system hands you one extract covering twelve months, or you need to bulk-load a full year of budget data out of a spreadsheet. The usual workarounds — splitting the file into one-per-month, or pivoting the periods into columns — are tedious and easy to get wrong. They’re also unnecessary. Data Management, and its successor Data Integration, has supported multi-period loading since the [16.10 release](https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/fccs/1610-fccs-features.htm). You add the period and year as columns in the source data, tell the import format where to find them, set up the mappings, and load the lot in one pass. This post walks through the configuration using FCCS as the target application. The same approach works for Planning, Tax Reporting, and FreeForm. ## Data Integration or Data Management? If you’ve been on EPM Cloud for a while, you’ll know Oracle has been moving configuration tasks out of the older Data Management module and into the newer Data Integration module under Data Exchange. Oracle began announcing this migration in the [23.07 release](https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/epm/wn/epm/releases/Jul23/23jul-epm-wn.htm#F29229) and has continued moving capabilities across in the releases since (the same announcement reappears in [23.09](https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/epm/wn/epm/releases/Sep23/23sep-epm-wn.htm#F30078) and later). On newer environments, period mapping and several other tasks are now handled in Data Integration rather than Data Management. The multi-period concept works the same way in both. On a newer environment you’ll do the period mapping in Data Integration rather than the classic Data Management screens, but the fields and the logic are identical. The screenshots in this walkthrough deliberately span both interfaces: the import format and data load rule are shown in classic Data Management, and the period mapping in the newer Data Integration screens, so you’ll recognise whichever your environment is on. ## Two file layouts Before the configuration, it’s worth knowing that Oracle supports two different multi-period file layouts. **Periods in rows.** Each row holds data for a single period, with Period and Year as columns alongside the dimension members and the amount. A twelve-month file has twelve rows per account and entity combination. This is the layout this post covers, and it’s the most common when the data comes from an ERP extract or a database query. The source file looks like this: ``` Entity,Account,Period,Year,Currency,Amount E1,4100,Jan,2025,AUD,150000 E1,4100,Feb,2025,AUD,148000 E1,4100,Mar,2025,AUD,162000 E2,4100,Jan,2025,AUD,95000 E2,4100,Feb,2025,AUD,97000 E2,4100,Mar,2025,AUD,101000 ``` **Periods in columns.** Each row holds data for several periods, with the period names as column headers and the amounts spread across them. This is the layout you tend to get from a spreadsheet where the months run left to right. The configuration differs: you map the amounts using a `Column=start,end` expression on the Amount dimension rather than reading a single Period column. We won’t cover that method here; the Oracle docs linked at the end have a walkthrough if that’s the layout you’re dealing with. ## Setting it up ### 1Add Period and Year to the import format Open your import format in Data Management (Setup → Integration Setup → Import Format). Use the **Add → Source Period Row** dropdown to add two new source columns. For each one, specify: - **Source Column Name** — the name shown in the import format mapping (for example, PERIOD, YEAR). - **Field Number** — the column position in the source file. If Entity is column 1, Account is column 2, and Period is column 3, then the field number for PERIOD is 3. The same dropdown also offers Period Number; you only need Period and Year for this layout. Add one row for Period and one for Year. Once you save, Data Management reads the period and year from each row in the file instead of relying on the POV period you pick at load time. ![Adding a Source Period Row in the Data Management import format](https://jamesandmonroe.com/wp-content/uploads/2026/06/jm-multiperiod-01-source-period-row.png)Add → Source Period Row in the import format, with Period selected.![Period and Year columns configured with field numbers in the import format](https://jamesandmonroe.com/wp-content/uploads/2026/06/jm-multiperiod-02-period-year-fields.png)Year (field 3) and Period (field 4) added alongside the dimension columns.### 2Configure period mappings This is the step that trips people up, because the mappings aren’t where you’d expect. Navigate to **Data Exchange → Period Mappings**, and work on the **Source Mapping** tab — not Data Load Mappings. If you go looking under Data Load Mappings, you won’t find anything related to the source period columns you just added. On the Source Mapping tab, create a new calendar (for example, Calendar1). Then map each combination of period and year from your source file to the matching EPM target period. The Target Period Key column shows the internal period format EPM expects. If your file contains JAN in the Period column and 2024 in the Year column, you map that combination to the target period key 2024-01-31, which resolves to the target period name Jan-24. The Source Period Number column carries the period’s position in your source calendar, which is how out-of-sequence fiscal calendars stay aligned to the right target months. ![Reaching Period Mapping through Actions, Setup in Data Integration](https://jamesandmonroe.com/wp-content/uploads/2026/06/jm-multiperiod-03-data-integration-period-mapping.png)Period Mapping under Actions → Setup in the Data Integration screens.![The Source Mapping tab with source period and year mapped to target period keys](https://jamesandmonroe.com/wp-content/uploads/2026/06/jm-multiperiod-04-source-mapping-tab.png)Source Mapping tab: each source period and year maps to a target period key.WORTH KNOWING These mappings are maintained by hand. When a new fiscal year starts you add the new period and year combinations yourself — there’s no auto-generation, and if a mapping doesn’t exist for a period in your file, that data won’t load. Build out a few years ahead when you first set this up, and add a reminder to your annual close checklist to extend them. ### 3Update the data load rule Go back to your data load rule. With the period mapping calendar saved, a new field appears called **Period Mapping Type**, with two options: - **Default** — uses the standard global mappings on the Global Mapping tab. This is the old behaviour, where the POV period drives everything. - **Explicit** — uses the custom source mapping calendar you just created. Select **Explicit**, then choose your calendar from the Calendar dropdown. ![Data load rule with Period Mapping Type set to Explicit and a calendar selected](https://jamesandmonroe.com/wp-content/uploads/2026/06/jm-multiperiod-05-data-load-rule-explicit.png)Period Mapping Type set to Explicit on the data load rule, with the calendar selected.## Running the load, and a gotcha With the configuration done, you can execute the data load rule. There’s one behaviour to understand first: the rule still respects the start and end period you select at execution time. The period values in your file work within that window rather than overriding it. So if your file holds Jan, Feb, and Mar, but you execute the rule for Jan to Feb, the March data in the file is skipped without warning. Execute for October when October isn’t in the file, and nothing loads at all. When you’re loading a file that spans several months, the safe approach is to set the start and end period to cover the full range of periods in the file, or even the whole fiscal year as a catch-all. Data Management matches the rows in the file to the execution range using your source mappings and loads only what matches. That also means you can reuse the same multi-period file with different period ranges whenever you need to reload a subset of months. ## Automating with EPM Automate If you run data loads on a schedule — and for actuals loads you probably should — the `runDataRule` command in EPM Automate supports multi-period execution natively. You pass the start and end period in the command: ``` epmautomate runDataRule "My Data Load Rule" Jan-25 Mar-25 REPLACE STORE_DATA inbox/actuals_2025.csv ``` The period names in the command must match the period mapping names defined in Data Management. It behaves the same as running the rule from the UI: the start and end period set the window, and only rows in the file that fall within that window get loaded. The setup, end to end - Add Period and Year as Source Period Row columns in the import format, with the right field numbers for your file - Create a period mapping calendar on the Source Mapping tab and map each source period and year combination to its target period - Set the data load rule’s Period Mapping Type to Explicit and select that calendar - Set the execution start and end period to cover every period in the file Once it’s set up, a full year of data loads from a single file in one execution, instead of splitting the file apart or running the same rule twelve times over. ## References - [Loading Multiple Periods for Cloud EPM or File-Based Source Systems](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/fccs_periods_100x6b4b7d4f.html) — Oracle documentation (periods in rows) - [Perform a Multi-Period Load with Period Data in Columns](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/dmlpp/perform_a_multi_period_load_with_period_data_in_columns.html) — Oracle documentation (periods in columns) ### Need help with Oracle EPM data integration? James & Monroe is a specialist Oracle EPM Cloud and OneStream implementation partner. From import format design through to automated, monitored data loads, our team can help you get data into your consolidation or planning application cleanly the first time. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [HFM to FCCS Migration: How Much Is Actually a Rebuild?](https://jamesandmonroe.com/blog/hfm-rules-fccs-analyser/) **Published:** June 2, 2026 **Author:** Richard Philipson **Content:** ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png)**Richard Philipson** General Manager — Technology Operations Every Hyperion Financial Management owner weighing a move to Oracle Cloud EPM eventually asks the same question, usually with a bit of dread: how much of our rules code has to be rewritten? HFM applications accumulate VBScript over years — opening balances, roll-forwards, cash flow, eliminations, overrides, the lot — and a rule file that runs to several thousand lines looks, on paper, like a multi-month redevelopment job. That line count is what stalls the business case. It is also, almost always, the wrong number to be frightened of. Here is the uncomfortable truth from the field: on most HFM applications, somewhere around nine-tenths of that rules code is not a rebuild at all. It is either behaviour the cloud now does for you, or configuration you click rather than code. The trick is telling those two apart from the part that genuinely needs a developer — before you put a number in front of a board. ## What the HFM Analysis Program actually measures Oracle runs a free service called the HFM Analysis Program. You send your HFM application files — the metadata plus the rule files — and a few weeks later Oracle’s EPM product management team returns a report on how the application maps to Financial Consolidation and Close (FCCS). The centrepiece of that report is a categorised breakdown of every rule routine: how many lines each one contains, and which of four buckets it falls into. Those four buckets are the whole story. Once a routine is in the right one, you know what it costs you. The four FCCS migration effort tiersHFM rule routines fall into four tiers: standard capability and configuration require no custom code, while traditional rules writing and purpose-built business processes require build work.OUT-OF-BOXStandard capabilityOpening balance,net income to BS,CTA, FCTRNo rebuildCONFIGUREConfigurationRoll forward, copydata, translation,eliminationsClick, not codeCUSTOM RULESRules writingForecast logic,bespoke ratios,allocationsReal rebuildPROCESS BUILDBusiness processTask Manager,Supplemental Data,journals, validationsReframe, not rewriteNo custom code — usually around 90% of the linesBuild work — the part worth scoping - **Standard capability** — the routine maps to seeded FCCS behaviour. Opening balance carry-forward, net income to the balance sheet, the cumulative translation adjustment, the foreign currency translation reserve. No rebuild at all; the cloud does it out of the box. - **Configuration, no coding** — handled through the seeded Movement dimension, currency setup and configurable consolidation rules. Roll forward, copy data, translation, eliminations, override adjustments. Point-and-click, not script. - **Traditional rules writing** — genuine member-formula or Groovy work with no seeded equivalent. Forecast scenario logic, bespoke ratios, allocations. - **Purpose-built business process** — logic that leaves rule code entirely and moves into Task Manager, Supplemental Data, journals or validations. ## What the categorisation looks like on a real application On a consolidation application we worked through — a little over 4,000 lines of HFM rules across more than twenty routines — the split came out at roughly 27% standard capability, 63% configuration, and 10% traditional rules writing. Ninety per cent of the rule code was either seeded behaviour or configuration. The hand-written rules rebuild was a tenth of what the raw line count implied. The table below is the part of the picture that matters: the same rule routine names you would recognise in any HFM application, mapped to where they land in the cloud. HFM rule routineIn FCCSEffort**Opening balance, FCTR, net income to BS, RE contribution**Seeded consolidation behaviourNo rebuild**Roll forward, copy data, translation, eliminations, override adjustment**Movement dimension, currency setup, configurable rulesConfigure**Cash flow**Built-in indirect cash flow — minor configuration, no accounts or rules addedConfigure**Input / no-input rules**Valid-intersection configurationConfigure**Forecast scenario rules, bespoke ratios, allocations**Member formula / Groovy — no seeded equivalentRebuild**Return validations, disclosures, ageing**Supplemental Data / Task Manager business processReframe## Why so little survives as code Two things changed between HFM and FCCS, and both shift work out of rules. The first is that FCCS ships with a defined consolidation process. Opening balance carry-forward, proportionalisation, standard eliminations, ownership change, movement calculation, balancing the balance sheet — these run as built-in steps you review and configure, not as VBScript you author and maintain. The same close an HFM consultant once wrote by hand is, in the cloud, mostly switched on. The second is dimensionality. FCCS introduces seeded Data Source and Movement dimensions. A typical HFM application carrying four custom dimensions often needs only two in the cloud, because the cloud’s defaults absorb the rest. A default Movement dimension shrinks the chart of accounts and removes the roll-forward logic that propped it up. Indirect cash flow comes built in, so the cash flow rules and the accounts behind them disappear. Disclosures, ageing and questionnaires move to Supplemental Data. The pattern every migration eventually confirms: less rules, more configuration. That is also why the line count is a poor proxy for effort. A 919-line opening-balance routine and a 90-line forecast routine are not the same kind of work — the first vanishes into seeded behaviour, the second is real redevelopment. Counting lines without categorising them is how scoping conversations end up frightened of the wrong thing. THE CATCH WITH THE FORMAL ASSESSMENT Oracle’s HFM Analysis Program is free, authoritative, and the report drops straight into a business case. The trade-off is practical: you hand your application files to Oracle, you wait in a queue, and the turnaround is one to two weeks. If you are early in scoping — still deciding whether to open the conversation at all — that is a slow first step, and more disclosure than some finance teams want to make before they have an internal view. ## A first pass you can run in your browser So we built one. Paste or upload your HFM rule file and the analyser below does, for the rules portion, what the Analysis Program does: it splits the file into routines, counts the lines of logic in each, and buckets every routine against the same four-tier FCCS model — then shows you the no-code share up front. Nothing is uploaded. The parsing runs entirely in your browser, so rule files never leave the machine. (No HFM file to hand? Hit *Load sample* to see the output on a representative application.) JAMES & MONROE ## HFM → FCCS Rules Migration Analyser Paste or upload your HFM rule file. The analyser reads every calculation statement, identifies the account it targets, and buckets it against Oracle FCCS capability — so you can see, before scoping, how much of the application migrates with no rules code at all. 🔒 **Your rules never leave your browser.** Parsing runs entirely in local JavaScript. Nothing is uploaded, logged, or transmitted — there is no server-side component. Paste HFM VBScript rules (or load a file) Analyse Rules Load file… Load sample Clear This is an indicative first-pass estimate, not a substitute for Oracle’s formal HFM Analysis Program or a hands-on scoping engagement. It uses the same four-tier model Oracle applies — standard capability, configuration, traditional rules, purpose-built business process — and classifies each calculation by the account it targets. Calculations whose target account is built at runtime (and that carry no other signal) are surfaced as “needs review” rather than guessed, so a real file will usually show a review share. Counts are calculation statements, not raw lines. For a firm migration estimate, [talk to James & Monroe](/contact-us/). var TIER\_META = { standard: { cls:"standard", label:"Standard FCCS capability", tag:"OUT-OF-BOX", color:"#3F8A4F", blurb:"Maps to seeded FCCS members and built-in consolidation, translation and carry-forward logic. Zero rules effort." }, config: { cls:"config", label:"Configuration, no coding", tag:"CONFIGURE", color:"#009DBC", blurb:"Handled through the seeded Movement dimension, currency setup and configurable consolidation rules \\u2014 point-and-click, not script." }, rules: { cls:"rules", label:"Traditional rules writing", tag:"CUSTOM RULES", color:"#C97A3F", blurb:"Genuine member-formula / Groovy work \\u2014 bespoke calcs with no seeded equivalent that need rebuilding by hand." }, process: { cls:"process", label:"Purpose-built business process", tag:"PROCESS BUILD", color:"#002060", blurb:"Leaves rule code entirely \\u2014 validations, disclosures and manual steps rebuilt in Task Manager and Supplemental Data." }, review: { cls:"review", label:"Needs manual review", tag:"REVIEW", color:"#9A9A9A", blurb:"Calculations whose target account is built at runtime with no other signal. Categorise these by hand against the FCCS capability matrix." } }; var TIER\_ORDER = \["standard","config","rules","process","review"\]; var CARD\_ORDER = \["standard","config","rules","process"\]; // account-prefix -> tier (tested in order; first hit wins) var ACCOUNT\_RULES = \[ { tier:"config", rx:/^(CFM|CFS|CFN|CFI|CFO|CF)\[\_0-9\]/, label:"cash flow" }, { tier:"config", rx:/^M\_/, label:"movement" }, { tier:"process", rx:/^VAL\_/, label:"validation" }, { tier:"standard", rx:/^RET\_EARN/, label:"retained earnings" }, { tier:"standard", rx:/OBAL/, label:"opening balance" }, { tier:"standard", rx:/^RE\_/, label:"retained earnings" }, { tier:"config", rx:/FX\_DIFF/, label:"fx translation" }, { tier:"config", rx:/^FX\_/, label:"fx translation" }, { tier:"standard", rx:/^HEQRPT/, label:"equity reporting" }, { tier:"config", rx:/^DIV/, label:"dividend" }, { tier:"rules", rx:/^(TAX|LEASE|PROV|DEPR|G\_DEP)/, label:"tax / lease / depreciation" }, { tier:"rules", rx:/^G\_/, label:"general / management calc" } \]; var SUB\_FALLBACK = \[ { tier:"process", rx:/valid|valres|calcval/i, label:"validation routine" }, { tier:"config", rx:/translate|consolidat/i, label:"translation / consolidation routine" }, { tier:"config", rx:/copy|roll/i, label:"copy / roll-forward routine" }, { tier:"standard", rx:/input/i, label:"input routine" }, { tier:"rules", rx:/dynamic|alloc/i, label:"dynamic / allocation routine" } \]; var CALC\_VERB\_RX = /\\bHs\\.(Exp|Clear|Input|NoInput|Trans|Dynamic)\\b/i; var TARGET\_ACCT\_RX = /A#\\s\*(\[A-Za-z0-9\_\]+)/; function escapeHtml(s) { return String(s).replace(/&/g,"&").replace(//g,">") .replace(/"/g,""").replace(/\\u0027/g,"'"); } function kindOf(line) { var t = line.replace(/^\\s+/, ""); if (t === "") return "blank"; if (t.charAt(0) === "\\u0027") return "comment"; if (t.slice(0, 4).toLowerCase() === "rem ") return "comment"; return "code"; } function classifyByAccount(acct) { var A = String(acct).toUpperCase(); for (var i = 0; i < ACCOUNT\_RULES.length; i++) { if (ACCOUNT\_RULES\[i\].rx.test(A)) return { tier:ACCOUNT\_RULES\[i\].tier, label:ACCOUNT\_RULES\[i\].label }; } return null; } function classifyBySub(subName) { for (var i = 0; i < SUB\_FALLBACK.length; i++) { if (SUB\_FALLBACK\[i\].rx.test(subName)) return { tier:SUB\_FALLBACK\[i\].tier, label:SUB\_FALLBACK\[i\].label }; } return null; } function analyse(code) { var lines = code.split(/\\r\\n|\\r|\\n/); var openRx = /^\\s\*(?:Sub|Function)\\s+(\[A-Za-z\_\]\[A-Za-z0-9\_\]\*)/i; var closeRx = /^\\s\*End\\s+(?:Sub|Function)\\b/i; var currentSub = "(top level)"; var total = 0; var byTier = {}; for (var t = 0; t < TIER\_ORDER.length; t++) byTier\[TIER\_ORDER\[t\]\] = { calcs:0 }; var byCategory = {}; for (var i = 0; i < lines.length; i++) { var raw = lines\[i\]; if (kindOf(raw) !== "code") continue; var om = raw.match(openRx); if (om) { currentSub = om\[1\]; continue; } if (closeRx.test(raw)) { currentSub = "(top level)"; continue; } if (!CALC\_VERB\_RX.test(raw)) continue; var verb = raw.match(CALC\_VERB\_RX)\[1\]; var am = raw.match(TARGET\_ACCT\_RX); var cls = null, catLabel = null; if (am) { var c = classifyByAccount(am\[1\]); if (c) { cls = c; catLabel = c.label; } } if (!cls && /^(Input|NoInput)$/i.test(verb)) { cls = { tier:"config" }; catLabel = "input / no-input"; } if (!cls && /^Trans$/i.test(verb)) { cls = { tier:"config" }; catLabel = "translation"; } if (!cls) { var s = classifyBySub(currentSub); if (s) { cls = s; catLabel = s.label; } } if (!cls) { cls = { tier:"review" }; catLabel = "uncategorised (runtime account)"; } total++; byTier\[cls.tier\].calcs++; if (!byCategory\[catLabel\]) byCategory\[catLabel\] = { tier:cls.tier, calcs:0 }; byCategory\[catLabel\].calcs++; } return { byTier: byTier, byCategory: byCategory, total: total }; } function donutSvg(byTier, total, headlinePct) { var cx = 90, cy = 90, r = 64, sw = 26, C = 2 \* Math.PI \* r, offset = 0; var svg = ""; svg += ""; for (var t = 0; t < TIER\_ORDER.length; t++) { var id = TIER\_ORDER\[t\], n = byTier\[id\].calcs; if (n <= 0) continue; var dash = n / total \* C, gap = C - dash; svg += ""; offset += dash; } svg += "" + headlinePct + "%"; svg += "no rules code"; svg += ""; return svg; } function pctOf(n, total) { return total > 0 ? Math.round(n / total \* 1000) / 10 : 0; } function render(result) { var out = document.getElementById("hfm-results"); var byTier = result.byTier, total = result.total; if (total === 0) { out.innerHTML = " No calculation statements found. Make sure you\u2019ve pasted an HFM rule file containing Hs.Exp / Hs.Clear / Input / NoInput statements. "; out.className = "hfm-has-results"; return; } var nocode = byTier.standard.calcs + byTier.config.calcs; var build = byTier.rules.calcs + byTier.process.calcs; var review = byTier.review.calcs; var headlinePct = Math.round(nocode / total \* 100); var reviewPct = Math.round(review / total \* 100); var html = " "; html += " " + donutSvg(byTier, total, headlinePct) + " "; html += " "; html += " " + headlinePct + "% "; html += " of your calculations (" + nocode + " of " + total + ") map to FCCS with **no custom rules code** \u2014 seeded behaviour or point-and-click configuration. "; html += " " + total + " calculations analysed · " + build + " need build work · " + review + " need a manual look "; html += " "; if (reviewPct >= 20) { html += " **" + reviewPct + "% of calculations need a manual look.** " + "A large share of this file targets accounts built at runtime, which name-based analysis can\u2019t categorise on its own. " + "Treat the headline as a lower bound and read the breakdown below alongside Oracle\u2019s formal assessment. "; } // tier cards (no-code + build tiers) html += " "; for (var c = 0; c < CARD_ORDER.length; c++) { var id = CARD_ORDER[c], m = TIER_META[id], n = byTier[id].calcs; html += " " + " " + m.tag + " " + " " + pctOf(n, total) + "% " + " " + n + " calc" + (n === 1 ? "" : "s") + " " + " "; } html += " "; // category breakdown table var cats = \[\]; for (var k in result.byCategory) if (result.byCategory.hasOwnProperty(k)) cats.push({ name:k, tier:result.byCategory\[k\].tier, calcs:result.byCategory\[k\].calcs }); cats.sort(function(a, b) { return b.calcs - a.calcs; }); html += " ### Breakdown by calculation category "; html += " Category (by target account)FCCS tierCalcsShare"; for (var j = 0; j < cats.length; j++) { var ct = cats\[j\], meta = TIER\_META\[ct.tier\]; html += " " + " " + escapeHtml(ct.name) + "" + " " + meta.tag + "" + " " + ct.calcs + "" + " " + pctOf(ct.calcs, total) + "%" + " "; } html += " "; out.innerHTML = html; out.className = "hfm-has-results"; } function run() { var code = document.getElementById("hfm-code-input").value; if (!code.replace(/\\s/g, "")) { alert("Paste or load an HFM rule file first."); return; } render(analyse(code)); } var SAMPLE = \[ "' ============================================================", "' Sample HFM rule file (illustrative). Account names and the", "' mix of calc categories mirror a real consolidation app.", "' ============================================================", "Sub Calculate()", " Call RollOpBals()", " Call General()", " Call Validate()", "End Sub", "", "Sub RollOpBals()", " Hs.Exp \\"A#RET\_EARN\_OBAL = A#RET\_EARN.P#Prior\\"", " Hs.Exp \\"A#RET\_EARN\_CONTRIB = A#RET\_EARN + A#NetIncome\\"", " Hs.Exp \\"A#HEQRPT\_OPEN = A#HEQRPT\_CLOSE.P#Prior\\"", " Hs.Exp \\"A#HEQRPT\_MOVE = A#HEQRPT\_OPEN + A#HEQRPT\_ADD\\"", "End Sub", "", "Sub General()", " ' cash flow build", " Hs.Clear \\"A#CFM\_OPERATING\\"", " Hs.Exp \\"A#CFM\_OPERATING = A#NetIncome + A#Depreciation\\"", " Hs.Exp \\"A#CFM\_INVESTING = A#CapexAdditions\\"", " Hs.Exp \\"A#CFM\_FINANCING = A#DebtMovement + A#EquityMovement\\"", " Hs.Exp \\"A#CFS\_FIN\_LEASE = A#LeasePrincipal\\"", " Hs.Exp \\"A#CFN\_CHG\_TRADE = A#TradeReceivables - A#TradeReceivables.P#Prior\\"", " ' movements", " Hs.Exp \\"A#M\_STK\_G\_L\_D = A#M\_DIR\_VAR\\"", " Hs.Exp \\"A#M\_REST\_ADJ = A#M\_P\_A\_T\\"", " Hs.Exp \\"A#M\_FA\_TFR = A#FixedAssets.W#Transfer\\"", " ' fx translation difference", " Hs.Exp \\"A#FX\_DIFF\_CALC = A#Balance - A#OBAL\_CALC\\"", " Hs.Exp \\"A#FX\_DIFF\_SYS = A#LIAB\_CBAL\\"", " ' general / management calcs (bespoke)", " Hs.Exp \\"A#G\_DEP\_EXP\_ADJ = A#Depreciation \* F#Rate\\"", " Hs.Exp \\"A#G\_RENT\_EXP\_ADJ = A#Rent \* F#Allocation\\"", " Hs.Exp \\"A#G\_GEN\_EXP\_OTH = A#Overheads\\"", "End Sub", "", "Sub Translate()", " Hs.Trans \\"\\", \\"\\", \\"\\", \\"\\"", " Hs.Exp \\"A#FX\_RESERVE = A#FX\_RESERVE.P#Prior + A#FX\_DIFF\_CALC\\"", "End Sub", "", "Sub Input()", " Hs.Input \\"A#TAX\_INPUT\_S\\"", " Hs.Input \\"A#LEASE\_LIAB\_S\_INPUT\\"", " Hs.Input \\"A#IC\_REC\_S\_INPUT\\"", "End Sub", "", "Sub NoInput()", " Hs.NoInput \\"A#CFM\_OPERATING\\"", " Hs.NoInput \\"A#HEQRPT\_OPEN\\"", "End Sub", "", "Sub Validate()", " Hs.Exp \\"A#VAL\_MASTER = A#TotalAssets - A#TotalLiabilities - A#Equity\\"", " Hs.Exp \\"A#VAL\_INDIRECT = A#CFM\_OPERATING - A#NetIncome\\"", " Hs.Exp \\"A#VAL\_ICP\_LOAN = A#ICReceivable - A#ICPayable\\"", "End Sub", "", "Sub Dynamic()", " Hs.Dynamic \\"A#CurrentRatio = A#CurrentAssets / A#CurrentLiabilities\\"", " Hs.Dynamic \\"A#QuickRatio = (A#CurrentAssets - A#Inventory) / A#CurrentLiabilities\\"", "End Sub" \].join("\\n"); function init() { var runBtn = document.getElementById("hfm-run"); var clearBtn = document.getElementById("hfm-clear"); var sampleBtn = document.getElementById("hfm-load-sample"); var fileBtn = document.getElementById("hfm-load-file"); var fileInput = document.getElementById("hfm-file-input"); var codeInput = document.getElementById("hfm-code-input"); if (!runBtn || !codeInput) return; runBtn.addEventListener("click", run); clearBtn.addEventListener("click", function() { codeInput.value = ""; var r = document.getElementById("hfm-results"); r.innerHTML = ""; r.className = ""; }); sampleBtn.addEventListener("click", function() { codeInput.value = SAMPLE; run(); }); fileBtn.addEventListener("click", function() { fileInput.click(); }); fileInput.addEventListener("change", function() { var f = fileInput.files && fileInput.files\[0\]; if (!f) return; var reader = new FileReader(); reader.onload = function(e) { codeInput.value = e.target.result; run(); }; reader.readAsText(f); fileInput.value = ""; }); codeInput.addEventListener("keydown", function(e) { if ((e.ctrlKey || e.metaKey) && e.key === "Enter") { e.preventDefault(); run(); } }); } if (document.readyState === "loading") { document.addEventListener("DOMContentLoaded", init); } else { init(); } })(); It is a heuristic. It classifies on routine names rather than a full parse of what each line does, so it will not match Oracle’s report rule for rule. We tested it against the worked example above: it reproduced 19 of Oracle’s 22 category calls and put the no-code share at 87% against Oracle’s 90% — close enough to size a rebuild and frame a conversation, not a replacement for the formal assessment when you need the number that goes in front of a board. What it deliberately does not tell you is the rest of the migration. The dimensionality mapping, the data, and the business-process redesign that turns validations into Supplemental Data and manual close steps into Task Manager — that is where the real design work lives, and it is exactly where a line count stops being useful. ## What to do with the number If the first pass says 85 to 90% of your rules are seeded or configuration — and on most HFM applications it will — then the rules rebuild was never the risk worth pricing the project around. The work that determines timeline and cost is the design, not the VBScript. Where the real effort actually sits - How the dimensions rationalise — four custom dimensions often collapse to two against the seeded Data Source and Movement dimensions - How far the chart of accounts shrinks once a default Movement dimension carries the roll-forward - Which custom logic genuinely earns a rewrite — the 10%, not the 90% - Which close activities are better rebuilt as business processes (Task Manager, Supplemental Data) than as code That is a far more productive conversation than “how many months to rewrite our VBScript.” Run your rules through the analyser, get the shape of it, and then scope the part that actually matters. ### Thinking About a Move Off HFM? James & Monroe is a specialist Oracle EPM and FCCS implementation partner across Australia and New Zealand. Whether you need a hands-on rules assessment, a full HFM-to-Cloud EPM migration scope, or a second opinion on an estimate you’ve already been given, our team can help you read the application properly before you commit a budget. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [One Click from OneStream to SAP Fiori: Lessons from a Drill-Back Connector](https://jamesandmonroe.com/blog/onestream-sap-fiori-drillback-connector/) **Published:** May 18, 2026 **Author:** Richard Philipson **Excerpt:** How we built a OneStream drill-back to SAP Fiori — the cmd.exe URL-mangling problem, why we ended up generating PDFs from raw bytes, and a one-character path bug. **Content:** ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png) **Richard Philipson** General Manager — Technology Operations What started as a routine OneStream SAP drill-back request became a thirteen-version technical journey through the connector framework, SAP Fiori URL routing, and the surprising places where enterprise software disagrees about what “open this file” means. ## The OneStream SAP drill-back request was simple Every OneStream SAP drill-back project starts with a similar user story. A finance analyst at a large utility client needs to investigate an unusual expense line on a project P&L in OneStream. They want to know: *what actual invoices made up this number, and what’s the original document in SAP?* In a perfect world: right-click the cell, see the source invoices, click one, land in the SAP Fiori VIM transaction with the document already filtered. Total time: a few seconds. In the actual world: log into SAP separately, navigate to the right transaction, manually search by document number copied across from OneStream, hope you remembered to write down the right one. Total time: minutes — and that’s before you account for the cognitive cost of context-switching between two enterprise applications mid-analysis. This is the kind of friction every finance team learns to live with. It’s also exactly the kind of friction OneStream’s drill-back framework is designed to eliminate. So: we built the bridge. The journey to get it working was more interesting than we expected. ## The OneStream SAP drill-back plan, in theory OneStream supports four “drill-back” display types in its connector framework, each suited to a different kind of source-system handoff: - **`DataGrid`** — return a table of contributing detail rows - **`WebUrl`** / **`WebUrlPopOutDefaultBrowser`** — open a URL inside OneStream’s embedded browser, or pop out to the user’s default browser - **`FileShareFile`** — return a file that OneStream renders inline in its drill viewer - **`TextMessage`** — show a dialog with copy-pasteable text The architecture we sketched looked clean: drill from a OneStream stage row into a project line-items grid, drill from any line into an invoice summary grid, drill from any invoice row into the SAP Fiori transaction via `WebUrlPopOutDefaultBrowser`. Three drill operations, each with a clear purpose, terminating at the source-system document. In code, OneStream’s drill-type registration is straightforward — the framework’s `NameAndDesc` constructor takes a Name (used internally to route the dispatch) and a Description (used as the display label in the picker): (One subtle gotcha we hit later: the Name field must be a single-word identifier. Spaces in the Name make OneStream silently fall back to a generic “Drill Back” label and the user never sees your nicely-labelled option. Use PascalCase for the Name; put the friendly label in the Description.) We built it. It compiled. We clicked. The URL truncated. ## The cmd.exe surprise SAP Fiori’s deep-link URL format follows their intent-navigation spec: That hash fragment with `?` and `&` characters is unusual but blessed by SAP — the SAPUI5 router parses parameters after the hash. The URL is valid, and pasted into a browser address bar it works perfectly. But when OneStream’s `WebUrlPopOutDefaultBrowser` invokes the OS-level “open this URL” mechanism on Windows, the URL passes through `cmd.exe` argument parsing — and `cmd.exe` doesn’t know anything about URL fragments. To it, `&` is the shell’s command-separator. The Fiori URL gets truncated at the first `&` *after* the `#`, and the browser opens to the launchpad with no document filter applied. ### Workarounds that didn’t work We tried `%26`-encoding the post-hash ampersand. That survives `cmd.exe` parsing — but SAPUI5’s hash router has version-dependent behaviour for `%26` decoding, and the document filter still didn’t always resolve correctly. Switching to OneStream’s embedded `WebUrl` viewer didn’t help either. On OneStream Cloud’s web client, it throws a null-reference exception inside `XFHtmlControl.CreateXfWpfWebBrowserAsContent` — a WPF dependency that doesn’t exist in the cloud-hosted UI. So that path was dead on arrival. The last option was `TextMessage`. It works — a dialog pops up with the URL, the user copy-pastes it into a browser, and Fiori opens correctly. But the UX is genuinely awful and we’d built a one-click experience that requires three deliberate user actions. The clean solutions weren’t clean. Time to think differently. Two paths shown side by side. Top path (v1 to v3): OneStream invokes ShellExecute, the SAP Fiori URL is routed through cmd.exe argument parsing, and the URL is truncated at the first ampersand so the browser opens the launchpad with no document filter. Bottom path (v13): OneStream returns a PDF via FileShareFile, the user clicks the link annotation, and the browser receives the URL through the native navigation API with all characters intact, landing on the correct SAP Fiori VIM transaction.V1–V3 · URL THROUGH cmd.exeOneStream drillWebUrlPopOut…ShellExecute → cmd.exeargument parser strips &Browser opens truncated URLno document filter applied×V13 · URL THROUGH PDF LINK ANNOTATIONOneStream drillFileShareFilePDF with link annotationURL embedded as /A actionSAP Fiori VIMcorrect invoice loaded✓ ## The PDF transport pivot If the problem is that we can’t hand a URL to the browser without it getting mangled, the answer is to stop handing URLs to the browser entirely. Hand the user a **document** instead — one that contains the URL as a clickable link annotation, where the browser handles the click natively rather than the OS shell. That’s how PDF link annotations work. A PDF link annotation embeds the destination URL as an action on a rectangle within the document. When the user clicks the rectangle, the PDF viewer (Adobe Reader, Edge’s PDF viewer, whatever) hands the URL to the browser directly via the browser’s native navigation API — no `cmd.exe`, no shell parsing, no character-level mangling. The `&` survives intact because it never leaves the PDF/browser boundary. So our drill response could be: “here’s a one-page PDF showing the invoice details, with a clickable button that takes you to SAP Fiori.” OneStream’s `FileShareFile` display type is designed exactly for returning files like this. Lovely. Now we needed to actually build a PDF inside a OneStream Business Rule. ## The library that wasn’t there The standard approach to generating PDFs in .NET is to use iTextSharp or PdfSharp. Both are mature, both produce clean output, both are widely deployed. Neither is available in this OneStream tenant’s Business Rule runtime. `Imports iTextSharp.text` — compile error. `Imports PdfSharp.Pdf` — compile error. Various workarounds with reflection-loaded assemblies — all dead-end. The OneStream BR runtime is a sandbox. It exposes a curated set of .NET assemblies, and the PDF libraries weren’t on the list. We had three options: petition OneStream to add them (slow, uncertain), give up on the PDF approach, or build the PDF by hand from raw bytes. ### Building a PDF from raw bytes The PDF specification is public. A single-page document with text and a link annotation is conceptually straightforward — a handful of objects (catalog, pages, page, content stream, font references, link annotation), a cross-reference table tracking byte offsets, a trailer. The content stream uses PostScript-style drawing operators that anyone who’s used SVG will recognise: `rg` for fill colour, `re` for rectangle, `f` for fill, `BT`/`ET` for text blocks. Standard Helvetica is built into every PDF reader so no font embedding required. At the heart of the whole workaround is the clickable link annotation — just a few lines of declarative data: That `/Rect` defines a clickable region in PDF user-space coordinates (origin bottom-left, points). The `/A` action says “when this region is clicked, open the URI.” The PDF viewer hands the URL to the browser’s native navigation API — no `cmd.exe`, no character mangling. The hash fragment and trailing `&` characters survive the round-trip because the URL is never serialised through a shell. We wrote the rest of the document the same way — about 250 lines of VB.NET, zero external dependencies. The result was a clean, branded PDF rendered in the client’s corporate brand palette, the invoice metadata laid out in a clear table, and a Fiori-launch button at the bottom that opened the correct document on click. We deployed it. We drilled. OneStream silently did nothing. ## The silent failure No error. No dialog. No file in the user’s Downloads folder. The drill returned successfully — the log showed the PDF had been written to the file share. But the file never appeared on the client. What made this particularly maddening: when we’d previously tried to return an HTML file via the same `FileShareFile` mechanism, OneStream had produced a very specific error message: *“Unable to open file with path \\\\\\\\…\\\\file.html. File has invalid content.”* The error showed us OneStream had successfully **resolved** the file path and only failed at the content-type validator. So why would a PDF — a perfectly valid content type for inline viewing — fail without any error at all? The answer turned out to be a single character: a backslash. ### Physical paths versus logical paths OneStream’s `FileShareFile.DocumentPath` property is documented as a “path to the file.” In OneStream’s terms, that means a **logical** path — relative to the FileShare root, using forward slashes, starting with `Applications/`: We had been returning the **physical** UNC path: The HTML path apparently got far enough through OneStream’s validation pipeline to fail at the content-type checker (producing the visible error). The PDF path didn’t get that far — the path resolver couldn’t normalise the physical UNC against the expected logical root, returned a null silently, and OneStream’s drill handler treated the null as “no file to display.” No file delivered, no error surfaced. The fix was a one-line change: write the file to the physical path (because `File.WriteAllBytes` needs that), but return the logical path in `DocumentPath`. OneStream’s server-side resolver does the physical→logical mapping the other way and finds the file. That’s the entire difference between a silent no-op and a working drill-back. The path that `File.WriteAllBytes` accepts is the path that `FileShareFile.DocumentPath` rejects, and vice versa. Both are documented in OneStream’s reference as “the path to the file.” That was the breakthrough. The PDF opened. Inline. With the green button. Click → Fiori → correct invoice. ## The polish: making it actually useful The single-invoice PDF was a victory, but real-world usage exposed a UX wrinkle. A single GL line on a project P&L typically represents *multiple* underlying invoices. The original drill chain forced users into a two-step pattern: drill to the invoice grid, pick a row, drill again to get the PDF. Two clicks instead of one, with a grid step that added no real value over the PDF format. So we collapsed it. The “Drill to Invoice” action now returns a **single multi-page PDF** with one card per contributing invoice — each card showing the key metadata (VIMNO, accounting doc, purchasing doc, simulation ID, amount) and each with its **own** clickable Fiori button pointing to that specific invoice’s transaction. The PDF auto-paginates: six cards on page 1 (shares space with the drill-context summary showing year, period, entity, account, and aggregated total), seven cards on subsequent pages. A typical drill returns one to ten invoices on a single page. A high-activity project with thirty contributing invoices produces a clean three-page audit document. The link annotations work across pages because each is a separate object referencing its own URL. End-to-end UX is now: right-click a cell, pick “Drill to Invoice,” see a branded PDF with every contributing invoice and a Fiori button per row, click the one you want, land in the right SAP transaction. One drill operation, one visible artefact, one click to the source. ## OneStream SAP drill-back: lessons from thirteen versions We landed on a working solution and a piece of code we’re confident in. But the journey through thirteen versions of the connector left us with some lessons worth sharing for other consultants working on similar integrations: LESSON 01 ### Documentation gaps matter more than documentation quality OneStream’s drill-back framework documentation describes `FileShareFile.DocumentPath` as “the path to the file.” Both physical and logical paths look like paths, both compile fine, only one works — and the failure mode for the wrong one is invisible. We spent half a day on a problem that a single example in the docs would have prevented. When you’re stuck and the framework is silent, the next thing to question is the assumption you didn’t realise you’d made. LESSON 02 ### Browsers and shells handle URLs differently, and the difference matters Anything you launch through Windows’ [`ShellExecute`](https://learn.microsoft.com/en-us/windows/win32/api/shellapi/nf-shellapi-shellexecutea) mechanism passes through `cmd.exe` argument parsing, which doesn’t respect URL semantics. Anything launched from within an already-rendered HTML page goes through the browser’s navigation API and handles URL fragments correctly. If your URL contains characters that have meaning to a shell (`&`, `|`, ``), one of these paths will mangle it and the other won’t. Choose deliberately. LESSON 03 ### Sandbox runtimes are not full .NET OneStream’s Business Rule runtime is a curated subset of .NET. So is SAP’s BTP runtime. So is Azure Functions in some configurations. So is Salesforce Apex. When you can’t add the library you want, sometimes the answer is to build the thing yourself from primitives. PDFs, ZIPs, XML, JSON — most file formats have public specifications and aren’t actually that hard to construct directly. Library convenience hides this, and that’s mostly a good thing — but the option is there when you need it. LESSON 04 ### The audit document is its own UX win We started building the PDF as a workaround for URL mangling. What we ended up with is genuinely more useful than the original PopOut-to-Fiori plan would have been. Users can save the PDF, attach it to a ticket, email it to a reviewer, archive it for compliance. The drill artefact becomes evidence in its own right. Sometimes the “compromise” solution is the better one — and you only see it once you’ve been forced to look. LESSON 05 ### Versions are cheap, decisions are not This connector went through thirteen named versions over a few days, with each version capturing a deliberate decision point. When the user came back with a UX observation we hadn’t anticipated, we had v1–v12 to reference and didn’t have to rebuild context. Treat your iterations as documentation. Keep your branches. Future-you, or future-someone-else, will thank you. The connector is live, the users are drilling, and the auditors have a clean PDF trail. It took thirteen versions to get there, and not one of them was wasted. If your finance team is dealing with friction between OneStream and the source ERP — SAP, NetSuite, Oracle, or anything else — the same drill-back patterns apply. The framework supports it, the SAP side supports it, and the gap between them is bridgeable. Just expect the bridge to teach you a few things about the framework you thought you knew. ### Need Help with OneStream Integration? James & Monroe is a specialist OneStream and Oracle EPM consulting partner, delivering source-system integration work — drill-back connectors, REST API bridges, file-based loads, and middleware integrations — across Australia and New Zealand. Whether your project involves SAP, Oracle ERP, NetSuite, or something more bespoke, our team can help close the gap between source and CPM. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Oracle HFM: What the VBScript-to-BSL Switch Means for Your Consolidation Rules](https://jamesandmonroe.com/blog/hfm-vbscript-bsl-consolidation-rules/) **Published:** May 11, 2026 **Author:** Richard Philipson **Excerpt:** Oracle is replacing VBScript in HFM with Business Script Language (BSL). Hard deadlines in October 2026 and 2027 — here's what changes, what doesn't, and how to prepare **Content:** ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png)**Richard Philipson** General Manager — Technology Operations If you run Oracle Hyperion Financial Management for your group consolidation, there’s a change coming that your finance and IT teams need to plan for. Oracle is replacing VBScript — the scripting language that has powered HFM business rules for over two decades — with a new native engine called Business Script Language, or BSL. This isn’t a rumour or a roadmap slide. BSL shipped in HFM Platform Independent Release 11.2.21 in April 2025, and there are hard dates attached to the VBScript phase-out. FREE TOOL Scan your VBScript for BSL readiness Wondering whether your existing HFM rules have the patterns that will break on BSL? Paste any rule into [our free checker further down this page](#check-your-code) — runs in your browser, your code never leaves your machine. ## Why is this happening? The short answer: Microsoft is deprecating VBScript across Windows. It’s being moved to a “Feature on Demand” component now, will be disabled by default around 2027, and eventually removed from Windows altogether. Oracle can’t build the future of HFM on a scripting engine that the operating system vendor is pulling out from underneath it. So they’ve built their own — BSL — and embedded it directly into the HFM platform. No external dependency on Microsoft’s scripting host. It’s worth noting what this tells us about Oracle’s commitment to HFM on-premise. They’ve extended Premier Support through at least 2036 and invested in building an entirely new scripting engine. If your organisation has been wondering whether Oracle would quietly let Hyperion die, this is a fairly clear signal in the other direction. ## What’s the timeline? Two dates matter, with a third already in the rear-view mirror: BSL transition timelineA horizontal timeline with three milestones: BSL shipped in April 2025 (past), BSL becomes the default scripting engine in October 2026, and VBScript is fully removed in October 2027.✓APRIL 2025BSL ships in HFM 11.2.21already shippedOCTOBER 2026BSL becomes defaultVBScript: critical fixes onlyOCTOBER 2027VBScript removedno fallback · must be on BSL Those dates could shift slightly depending on Microsoft’s own deprecation schedule, but the direction is locked in. ## How different is BSL from VBScript? Less different than you might expect. Oracle has deliberately designed BSL to use the same syntax as VBScript. The control flow structures are the same (`If…Then…Else`, `For…Next`, `Do…Loop`, `Select Case`). The data types, string functions, date functions, and math operations all carry across. BSL supports `CreateObject` for common objects like `ADODB.Connection`, `FileSystemObject`, `RegExp`, and `Dictionary`. If you’ve written HFM rules in VBScript — calculation rules, translation rules, consolidation rules, dynamic member lists — the logic and structure of your code won’t need a wholesale rewrite. Most of it will port with minimal changes. What stays the same - Control flow: `If/Then/Else`, `For/Next`, `Do/Loop`, `Select Case` - String, date, and math functions - `CreateObject` for `ADODB.Connection`, `FileSystemObject`, `RegExp`, `Dictionary` - Overall code structure of calculation, translation, consolidation rules Where you’ll need adjustments - Hardcoded array bounds (`0` or `1`) on functions like `List` and `AttributeList` - Edge cases relying on behaviour outside BSL’s defined scope - Anything depending on the external Microsoft scripting host directly That said, “minimal” is not “zero.” BSL operates within a defined scope, and there are edge cases where VBScript code that relied on behaviours outside that scope will need adjustment. Oracle’s own documentation recommends that if something falls outside the BSL scope, you log it as a bug and they’ll provide guidance — whether that’s a future implementation, a workaround, or an alternative approach. The area most likely to trip people up is array handling. Functions that return arrays — `List`, `AttributeList`, and similar — may behave differently at the boundaries. Oracle’s release notes specifically call out that you should avoid hardcoding array bounds and instead use `LBound()` and `UBound()` to reference array indices. If your rules have hardcoded bounds, those will need to be updated. Concretely, this is the pattern that breaks: And this is the corrected version: The corrected version also runs cleanly on VBScript, so you can apply the change in your existing environment before the cutover — no need to wait for the BSL switch to fix it. ## What should you do now? Oracle provides a straightforward migration procedure, and the earlier you start, the less pressure you’ll be under when October 2026 arrives. A practical approach in four steps: ### 1Inventory every VBScript file Take an inventory of every VBScript file in your HFM application — calculation rules, translation rules, consolidation rules, member lists, any custom logic. Know what you have and what it does. Plenty of HFM environments carry rules that were written years ago by people who have since moved on. Now is the time to document them. If you want a quick first-pass risk assessment as you go, paste any rule file into the [free BSL checker](#check-your-code) further down this page — it’ll flag the most common patterns that need adjustment. ### 2Set up a test environment Duplicate your application, set the engine type to BSL (`ScriptEngineType=0`), and open the application. If it loads cleanly, you’re in good shape. If it throws errors on load, those errors will tell you which rules need adjustment. ### 3Validate consolidation output Don’t stop at a clean load. Run your actual consolidation processes — consolidation, on-demand calculations, dynamic member lists — and validate the output. Compare the results against your VBScript environment. The goal is to confirm that the numbers are identical, not just that the application opens without errors. ### 4Roll out to remaining environments Once you’ve resolved any issues in test, apply the updated rules to your other environments. Don’t leave this until the last quarter before the October 2026 deadline. ## A few things worth keeping in mind This transition is also a good opportunity to clean house. Many HFM applications accumulate rules over the years — workarounds that were never removed, calculation logic that duplicates what’s handled elsewhere, member lists that reference entities that no longer exist. If you’re going to touch every rule file anyway, take the time to simplify where you can. If your team doesn’t have deep HFM scripting experience in-house — and that’s increasingly common as the platform matures — this is worth getting external help with. A rules migration where the testing isn’t thorough enough can produce consolidation differences that only surface during a reporting period, which is exactly when you don’t want to be debugging. ## The bottom line The VBScript-to-BSL transition isn’t optional, and the timeline is tighter than it might appear. If your HFM environment has significant custom rules — and most do — start the inventory and testing process now. The migration path is well-defined and the syntax is deliberately familiar, but it still requires careful validation to make sure your consolidation output stays clean. Two dates to plan around OCTOBER 2026 BSL is the default. VBScript receives critical fixes only. OCTOBER 2027 VBScript is removed from HFM entirely. ## Try the checker on your own code Paste any HFM VBScript rule into the tool below to get a report on patterns that may need adjustment for the BSL transition. The scanner is heuristic-only and runs entirely in your browser — your code never leaves your machine. JAMES & MONROE ## HFM VBScript → BSL Conversion Checker Paste your HFM VBScript rules below. Get a report on patterns that may need adjustment for Oracle’s October 2026 BSL transition — including the LBound/UBound array-bounds gotcha that’s the most common break. 🔒 **Your code never leaves your browser.** All scanning runs locally in JavaScript. Nothing is uploaded, logged, or transmitted — we have no server-side component. Paste VBScript here Run Check Clear This checker is a heuristic regex-based scanner. It catches the most common patterns that need attention during the VBScript-to-BSL transition, but it does not substitute for testing your rules in a BSL-enabled environment. Patterns flagged as errors are the ones most likely to break; warnings and info items may or may not need action depending on context. var HFM\_LIST\_FUNCS = \[ "HS\\\\.Entity\\\\.List","HS\\\\.Account\\\\.List","HS\\\\.Custom\\\\d+\\\\.List", "HS\\\\.Period\\\\.List","HS\\\\.Year\\\\.List","HS\\\\.Scenario\\\\.List", "HS\\\\.Value\\\\.List","HS\\\\.View\\\\.List","HS\\\\.ICP\\\\.List", "HS\\\\.Dimension\\\\.List","HS\\\\.\\\\w+\\\\.AttributeList", "\\\\bSplit\\\\b","\\\\bArray\\\\b","\\\\bFilter\\\\b" \]; var LIST\_FUNC\_PATTERN = HFM\_LIST\_FUNCS.join("|"); var RX\_LIST\_ASSIGNMENT = new RegExp("\\\\b(\\\\w+)\\\\s\*=\\\\s\*(?:"+LIST\_FUNC\_PATTERN+")\\\\s\*\\\\(", "gi"); var RX\_HARDCODED\_FOR = /\\bFor\\s+(\\w+)\\s\*=\\s\*(\\d+)\\s+To\\s+(\\d+)\\b/i; var RX\_SAFE\_FOR = /\\bFor\\s+(\\w+)\\s\*=\\s\*LBound\\s\*\\(\\s\*(\\w+)\\s\*\\)\\s+To\\s+UBound\\s\*\\(\\s\*\\w+\\s\*\\)/i; var RX\_DIRECT\_INDEX = /\\b(\\w+)\\s\*\\(\\s\*(\[01\])\\s\*\\)/g; var RX\_REDIM = /\\bReDim\\b/i; var KEYWORDS = {"if":1,"while":1,"until":1,"for":1,"do":1,"wend":1,"loop":1,"lbound":1,"ubound":1,"len":1,"cstr":1,"cint":1,"cdbl":1,"trim":1,"left":1,"right":1,"mid":1,"isnumeric":1,"isnull":1,"isempty":1,"isarray":1,"isobject":1,"isdate":1,"format":1,"split":1,"array":1,"filter":1,"and":1,"or":1,"not":1,"then":1,"else":1,"end":1,"sub":1,"function":1,"dim":1,"call":1}; function escapeRegex(s) { return s.replace(/\[.\*+?^${}()|\[\\\]\\\\\]/g, "\\\\$&"); } function escapeHtml(s) { return String(s).replace(/&/g,"&").replace(//g,">") .replace(/"/g,""").replace(/\\u0027/g,"'"); } function bsl\_scan(code) { var lines = code.split("\\n"); var issues = \[\]; var listVars = {}; for (var i = 0; i < lines.length; i++) { var lineNo = i + 1; var raw = lines\[i\]; var stripped = raw.replace(/^\\s+|\\s+$/g, ""); if (!stripped) continue; if (stripped.charAt(0) === "\\u0027" || stripped.toUpperCase().indexOf("REM ") === 0) continue; var active = raw.replace(/\\u0027\[^\\n\]\*$/, ""); var m; RX\_LIST\_ASSIGNMENT.lastIndex = 0; while ((m = RX\_LIST\_ASSIGNMENT.exec(active)) !== null) { listVars\[m\[1\].toLowerCase()\] = true; } if (RX\_SAFE\_FOR.test(active)) { issues.push({lineNo: lineNo, severity: "ok", ruleId: "BSL\_READY", message: "LBound/UBound used \\u2014 BSL-safe iteration pattern.", snippet: stripped, suggestion: null}); continue; } var fm = RX\_HARDCODED\_FOR.exec(active); if (fm) { var iterator = fm\[1\], lower = fm\[2\], upper = fm\[3\]; var severity = "warning", ruleId = "HARDCODED\_BOUNDS", targetVar = null; var windowEnd = Math.min(i + 25, lines.length); var windowText = lines.slice(i + 1, windowEnd).join("\\n"); for (var v in listVars) { var checkRx = new RegExp("\\\\b"+escapeRegex(v)+"\\\\s\*\\\\(\\\\s\*"+escapeRegex(iterator)+"\\\\s\*\\\\)", "i"); if (checkRx.test(windowText)) { severity = "error"; ruleId = "HARDCODED\_BOUNDS\_ON\_LIST"; targetVar = v; break; } } var message, suggestion; if (severity === "error") { message = "For loop uses hardcoded bounds ("+lower+" To "+upper+") and iterates over \\u0027"+targetVar+"\\u0027, which was assigned from an HFM array-returning function. This is the most likely pattern to break on BSL."; suggestion = "For "+iterator+" = LBound("+targetVar+") To UBound("+targetVar+")"; } else { message = "For loop uses hardcoded bounds ("+lower+" To "+upper+"). If the iterator is used as an array index, replace with LBound/UBound for BSL safety."; suggestion = null; var lastVar = null; for (var k in listVars) lastVar = k; if (lastVar) { suggestion = "For "+iterator+" = LBound("+lastVar+") To UBound("+lastVar+") \\u0027 verify "+lastVar+" is the array you intended"; } } issues.push({lineNo: lineNo, severity: severity, ruleId: ruleId, message: message, snippet: stripped, suggestion: suggestion}); continue; } if (RX\_REDIM.test(active)) { issues.push({lineNo: lineNo, severity: "info", ruleId: "REDIM\_USAGE", message: "ReDim used. Dynamic array growth is supported in BSL but worth confirming in your test environment.", snippet: stripped, suggestion: null}); } RX\_DIRECT\_INDEX.lastIndex = 0; var dm; while ((dm = RX\_DIRECT\_INDEX.exec(active)) !== null) { var varName = dm\[1\].toLowerCase(); var idx = dm\[2\]; if (KEYWORDS\[varName\]) continue; issues.push({lineNo: lineNo, severity: "info", ruleId: "DIRECT\_INDEX", message: "Direct index access "+varName+"("+idx+"). May be intentional (picking the first element) but worth verifying the array bounds in BSL.", snippet: stripped, suggestion: null}); } } return issues; } var SEV\_ORDER = \["error","warning","info","ok"\]; var SEV\_TITLE = {"error":"Errors", "warning":"Warnings", "info":"Info", "ok":"BSL-Ready Signals"}; function bsl\_render(issues) { var out = document.getElementById("bsl-results"); if (issues.length === 0) { out.innerHTML = " No issues detected. Either your code is already BSL-safe, or there\u2019s nothing to scan. "; out.className = "bsl-has-results"; return; } var counts = {"error":0, "warning":0, "info":0, "ok":0}; for (var i = 0; i < issues.length; i++) counts\[issues\[i\].severity\]++; var html = " " + " ERRORS "+counts.error+" " + " WARNINGS "+counts.warning+" " + " INFO "+counts.info+" " + " BSL-READY "+counts.ok+" " + " "; for (var s = 0; s < SEV\_ORDER.length; s++) { var sev = SEV\_ORDER\[s\]; var items = \[\]; for (var j = 0; j < issues.length; j++) if (issues\[j\].severity === sev) items.push(issues\[j\]); if (items.length === 0) continue; html += " ### "+SEV\_TITLE\[sev\]+" ("+items.length+") "; for (var k = 0; k < items.length; k++) { var it = items\[k\]; var sug = it.suggestion ? " suggested: "+escapeHtml(it.suggestion)+" " : ""; html += " " + " line "+it.lineNo+" "+escapeHtml(it.ruleId)+" " + " "+escapeHtml(it.message)+" " + " ``` "+escapeHtml(it.snippet)+" ``` " + sug + " "; } } out.innerHTML = html; out.className = "bsl-has-results"; } function bsl\_run() { var code = document.getElementById("bsl-code-input").value; if (!code.replace(/\\s/g, "")) { alert("Paste some VBScript first."); return; } bsl\_render(bsl\_scan(code)); } function bsl\_init() { var runBtn = document.getElementById("bsl-run-check"); var clearBtn = document.getElementById("bsl-clear"); var codeInput = document.getElementById("bsl-code-input"); if (!runBtn || !codeInput) return; runBtn.addEventListener("click", bsl\_run); clearBtn.addEventListener("click", function() { codeInput.value = ""; var r = document.getElementById("bsl-results"); r.innerHTML = ""; r.className = ""; }); codeInput.addEventListener("keydown", function(e) { if ((e.ctrlKey || e.metaKey) && e.key === "Enter") { e.preventDefault(); bsl\_run(); } }); } if (document.readyState === "loading") { document.addEventListener("DOMContentLoaded", bsl\_init); } else { bsl\_init(); } })(); ### Need Help with Your BSL Migration? James & Monroe has been implementing and supporting Oracle HFM environments across Australia and New Zealand for over 20 years. Whether you need help with rules inventory, BSL validation testing, or full migration project delivery, our team can guide you through the cutover. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [OneStream Ancillary Tables Security: A Practical Guide](https://jamesandmonroe.com/blog/onestream-ancillary-tables-security/) **Published:** May 6, 2026 **Author:** Richard Philipson **Excerpt:** How to secure OneStream ancillary tables in People Planning and Thing Planning rollouts — using Database Server group properties, nested-group inheritance, and a Business Rule for row-level filtering **Content:** ![Krati Bhargava](https://jamesandmonroe.com/wp-content/uploads/2026/05/krathheadhsot.png)**Krati Bhargava** Senior Consultant Security is a critical requirement in OneStream, particularly when implementing People Planning or Thing Planning using Register tools. Done well, it ensures controlled access and protects both data and metadata from unauthorised changes. In every PLP/TLP rollout, a common question arises early on: *how can analysts update and manage register data without being given access to modify the underlying metadata?* If unrestricted access to metadata activities is granted regardless of role, it can lead to unintended consequences such as: - Adding unnecessary or irrelevant fields - Modifying field configurations or properties incorrectly - Uninstalling or altering the register tool Any of these can cause loss of previously completed work, require significant rework, and impact project timelines. ## Defining Roles and Responsibilities To implement security in OneStream for the People Planning Register based on user roles, the following must be satisfied: - **Admin users** (Administrators) should have full access to create tables, modify metadata, and add/edit or read register data. - **End users** (Analysts, etc.) should only be able to: - Input new employee data (e.g. New Hires) - Maintain existing data (e.g. Transfers, Leave) - End users must **not** be allowed to perform metadata changes. ### Metadata Activities in PLP/TLP (Restricted to Admins) - Adding new fields or accounts to the register - Defining Activity Types (e.g. Salary, Travel Expenses) - Configuring field properties (alias, visibility, format, defaults) - Setting field order and layout - Defining planning period ranges - Installing or uninstalling register tools ## Concept of Ancillary Tables In OneStream, ancillary tables — custom tables often used for staging data, storing non-financial metadata, or supporting custom solutions like People Planning or Thing Planning — sit outside the standard security model. Because they are not structured as multidimensional cube data (Dimensions / Members / Data Units), they cannot be governed by entity- and account-based security in the way cube data can. Ancillary tables exist directly within the database. In People Planning, ancillary tables are used to store detailed employee-level data outside the cube. ## How Security is Structured for Ancillary Tables Instead of using standard Dimension Member-level security, ancillary table access is managed through three dedicated user-group properties on the OneStream Database Server. To configure these, navigate to: System → System Configuration → OneStream Database Server Then set the following properties: PropertyPurposeTypical Group**Access Group for Ancillary Tables**Users in this group can *read* table dataEnd Users**Maintenance Group for Ancillary Tables**Users in this group can *add and edit* table dataEnd Users**Table Creation Group for Ancillary Tables**Users in this group can perform *metadata activities* on these tablesAdministrators![OneStream System Configuration showing Database Server Connection Security panel with Access Group For Ancillary Tables and Maintenance Group For Ancillary Tables set to GRP_End_User_Group, and Table Creation Group For Ancillary Tables set to GRP_Group_Finance](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati_1.png)These three properties set the permission ceiling for each role. The next step — inheritance — is what lets one user (an admin) hold all three permissions without being assigned to all three groups individually. ## Permission Hierarchy Before getting into how groups inherit from one another, it helps to be clear that permissions stack in a strict hierarchy. A higher level always implies the lower ones: LEVEL 3 — HIGHEST Metadata Admin only · implies Add/Edit + Read LEVEL 2 Add / Edit Implies Read LEVEL 1 — BASELINE Read Standalone · no implied permissions In practice, this means: - A user with **metadata access** (Admin) **must also have** Add/Edit and Read access to the table. - A user with **only Add/Edit access must have** Read access, but **not** metadata access. - A user with **only Read access** must **not** have Add/Edit or metadata access. ## Inheritance via Nested Groups OneStream security uses a nested-group structure to deliver this hierarchy without forcing every admin to be a member of every group. A group can be added to another group’s **Child Groups** list, and when it is, the users in the child group automatically inherit the parent group’s permissions. In our example, `GRP_Group_Finance` (the admin group) is added to the **Child Groups** list of `GRP_End_User_Group`. This single nesting step gives Finance users everything an end user has — Read and Add/Edit access to the ancillary tables — on top of the metadata access they already get from being the Table Creation Group. OneStream nested group inheritance patternA diagram showing parent group GRP\_EndUser\_Group\_BU\_A\_12345 containing the child group GRP\_EndUser\_Group\_BU\_A in its Child Groups list, with the resulting inherited permission spelled out beneath.PARENT GROUPGRP\_EndUser\_Group\_BU\_A\_12345Display Member Group on Profit Centre member 12345 onlyCHILD GROUP — added to parent’s Child Groups listGRP\_EndUser\_Group\_BU\_AEnd users assigned to the parent-level Profit Centre hierarchyRESULTUsers in GRP\_EndUser\_Group\_BU\_A inherit access to member 12345,on top of their existing access to the parent BU hierarchy. The result is a structured, scalable security model: assign each property once to the right group, then nest groups so admins inherit end-user permissions automatically. ## Impact of Security Configuration After applying the configuration above: End users (in `GRP_End_User_Group`) and admins (in `GRP_Group_Finance`) can: - Add and edit register records - Calculate plans - Delete plans - Complete and revert workflows ![Detailed Opex Planning register interface showing the Calculate, Delete, Complete and Revert toolbar buttons and the row-level actions available to users with both Access and Maintenance group permissions](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati2.png)Admins only (in `GRP_Group_Finance`) can additionally: - Modify table structure and metadata ![OneStream Thing Planning Dashboard showing the Register Field Type List with the metadata-only admin menu options including Activity Types, Register Field Types, Register Field Order, and Uninstall available exclusively to members of the Table Creation Group](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati10.png)End users *cannot* access: - Calculation Page Definition - Audit Page - Settings Page ## Granular Security Control The configuration so far governs *who can read, edit, or change the structure* of the ancillary tables. In some implementations, that is not granular enough — you also need to control *which rows* a user can see. A common scenario: a user is responsible for a subset of Profit Centres from a larger list. They should be able to view and interact only with register data corresponding to those specific Profit Centres they are authorised to access. This kind of row-level filtering is delivered with two OneStream features working together: 1. The **DisplayMemberGroup** property on dimension members 2. A custom **Business Rule** that filters data based on the logged-in user’s group memberships The approach has three steps. ### 1User Group Configuration Define a user group for each access scope. Continuing the example: - `GRP_EndUser_Group_BU_A` is a group that contains users who can access a parent-level Profit Centre hierarchy. - `GRP_EndUser_Group_BU_A_12345` is a narrower group, scoped only to the `12345` member within that hierarchy. `GRP_EndUser_Group_BU_A` is then added as a **Child Group** of `GRP_EndUser_Group_BU_A_12345`. This means the users in `GRP_EndUser_Group_BU_A` inherit access to `12345` along with the members they already have access to. ![OneStream Security Group configuration showing GRP_EndUser_Group_BU_A_12345 with GRP_EndUser_Group_BU_A listed in its Child Groups and Users panel, demonstrating the nested group inheritance pattern](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati7.png)### 2DisplayMemberGroup on the Dimension Member For each Profit Centre member, set the **Display Member Group** property to the user group that should see it. For example, member `12345` has its `Display Member Group` set to `GRP_EndUser_Group_BU_A_12345`. The remaining members in the hierarchy are assigned to `GRP_EndUser_Group_BU_A`. ![OneStream Member Properties panel for the ProfitCenterDetail member 12345 with the Display Member Group security property set to GRP_EndUser_Group_BU_A_12345](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati8.png)### 3Business Rule Logic The **DashboardDataSet** Business Rule retrieves the groups associated with the currently logged-in user, stored in the `userGroups` collection. It then iterates through each member in the Profit Centre hierarchy and evaluates the `DisplayMemberGroup` property of each member. If `userGroups` contains the assigned `DisplayMemberGroup`, the member is added to the result returned by the rule. This ensures that only the members aligned with the logged-in user’s group memberships are returned and displayed. The list of Profit Centre members returned by this rule is bound to the dropdown control on the Register Dashboard: The dropdown will now contain only the members the logged-in user can access: ![Detailed Opex Planning register header with the Profit Center filter dropdown highlighted, showing the row-level filter that scopes register data to the members the logged-in user is authorised to access](https://jamesandmonroe.com/wp-content/uploads/2026/05/krati4.png)The register itself is bound to a Data Adaptor whose query takes the selected Profit Centre as a parameter: Selecting **All** in the dropdown returns register data for every Profit Centre the logged-in user has access to. ## Bringing It Together OneStream gives you two complementary layers of control over ancillary table data. The Database Server group properties — Access, Maintenance, and Table Creation — set the baseline for who can read, edit, and change the structure of the tables, with nested groups providing clean inheritance for admin roles. For implementations that need finer control, the combination of `DisplayMemberGroup` and a Business Rule lets you filter rows by the logged-in user’s group memberships, so each user sees only the slice of register data they are responsible for. Together, these mechanisms produce a security model that is both scalable across roles and precise at the row level — one that protects the integrity of your PLP/TLP rollout without getting in the way of day-to-day analyst work. ### Need Help with OneStream? James & Monroe is a specialist OneStream implementation partner. Whether you need help with People Planning, Thing Planning, custom Business Rules, or a full [OneStream](/solutions/onestream-xf/) deployment, our team can guide you through the process. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Running Custom Logic at Save Time in OneStream Line Item Modeling](https://jamesandmonroe.com/blog/onestream-line-item-modeling-save-events/) **Published:** April 21, 2026 **Author:** Richard Philipson **Excerpt:** How to hook custom C# logic into the OneStream Dynamic Grid save event — auto-populating parent members and validating rows before they commit. **Content:** ![Varoon Sugavanam](https://jamesandmonroe.com/wp-content/uploads/2026/04/varoon-headshot-square.jpg)**Varoon Sugavanam** Senior Consultant OneStream [Line Item Modeling (LIM)](https://www.onestream.com/resources/operational-planning-powered-by-line-item-modeling-solution-brief/) is a driver-based engine that lets planners enter detailed data — workforce records, project lines, contract schedules — directly against the financial data model, without the spreadsheet sprawl. Most of the calculation logic that runs against LIM data lives where you’d expect it: in the Calculate & Analyze step, executed on demand or as part of a Workflow. But there’s a category of logic that *shouldn’t* wait until Calculate & Analyze runs. If a planner enters a row against city `111 - Mumbai`, they probably want to see the parent `Region` (West India) and `Country` (India) populated immediately — not after they save, navigate away, kick off a calculation, and come back. The same applies to derived descriptions, default values pulled from member properties, validation messages, or anything else where the user expects instant feedback at the point of entry. For that, you need to hook into the **save event itself** — the moment the user clicks the save icon on the Dynamic Grid. This post shows how. ## The scenario Take an Entity hierarchy with cities at the base, regions as their parents, and country at the top: OneStream Entity dimension hierarchyA three-level Entity dimension: India at the country level, four regional members (West, East, North, South India), and ten city-level base members.1000India100West India111Mumbai112Pune113Nagpur200East India211Kolkata212Bhubaneshwar300North India311New Delhi312Dehradun400South India411Salem412Kumbakonam413Chennai The goal: when a planner enters or modifies a row referencing a base-level city, automatically populate the Region and Country columns from the city’s parent members on the same save action — using each member’s **Description**, not its name. ## Where to put the code Save-time logic for a [Dynamic Grid](https://documentation.onestream.com/) lives in the assembly that backs the grid component. In a typical Planning solution, that’s `WsDynamicGridService.cs`, found under: `Maintenance Units → CodeOnly (PLN) → CustomEventHandler_PLN → WsDynamicGridService.cs` Inside that file, OneStream provides a `MyCustomBeforeEvent` method stub. This is the hook that fires *before* the save commits — exactly the right place to inspect the edited rows and inject derived values. OneStream Dynamic Grid save event lifecycleA horizontal flow showing five steps in the OneStream Dynamic Grid save lifecycle: User clicks Save, Grid collects edited rows (EditedDataRows), MyCustomBeforeEvent fires as the hook point before the commit, Database commit, and finally AfterEvent which refreshes the UI.Your hook point — runs before the commitUser clicks Saveon the Dynamic GridGrid collectsedited rowsEditedDataRowsMyCustomBeforeEventInspect, mutate, or rejectedited rows before commitDatabasecommitAfterEventUI refreshWhy BeforeEvent and not AfterEvent?Mutations in BeforeEvent flow through the commit. AfterEvent runs too late — edits never reach the database. ## The code The pattern is straightforward: iterate over the edited rows, filter for inserts and updates, look up the city member, walk up to its parent (Region), and walk up again to the grandparent (Country). Write each parent’s Description back into the corresponding column on the row. Replace `"DimName"` with the actual Entity dimension name, and `"Colname of city"`, `"Colname of Region"`, and `"Colname of Country"` with the column names defined in your Register Definition. ## A few things to be aware of - **Register Definition is the source of truth for column names.** The `row.ModifiedDataRow.Items[…]` lookups use the column names exactly as defined in the Register — rename a column there and this code breaks silently. - **`GetParents` returns a collection.** The nested `foreach` loops handle the enumerable, but if your Entity allows shared members or alternate hierarchies, the *last* parent written wins. - **This runs on every save, on every edited row.** Cache the dimension PK outside the row loop and short-circuit if the city column hasn’t actually changed. - **Description vs. Name.** The code writes `member.Description`. If you need the member name, switch to `member.Name`. - **Errors here block the save.** Anything thrown inside `MyCustomBeforeEvent` surfaces as a save failure to the user — wrap the lookups in defensive checks. ## When to use this vs. Calculate & Analyze Use save-time logic when… - The user expects to see the result the moment they save the row - The derivation is a simple lookup or transformation, not an expensive calculation - You want to validate or enrich the row *before* it commits to the database Use Calculate & Analyze when… - The logic depends on data across multiple rows or other cube intersections - The calculation is expensive enough that running it per-save would hurt UX - The result is consumed by reports or downstream cubes rather than by the data entry user The two patterns are complementary, not competing. A typical LIM solution uses save-time logic for immediate enrichment of the entered row, and Calculate & Analyze for the heavy lifting that produces aggregated, model-wide outputs. **Related:** see our walkthrough of [building a Snowflake REST API connector for OneStream](/blog-post/snowflake-rest-api-connector-onestream/) for another OneStream extensibility deep-dive. ### Need Help with OneStream? James & Monroe is a specialist OneStream implementation partner. Whether you’re building Line Item Modeling solutions, customising Dynamic Grids, or designing a full [OneStream](/solutions/onestream-xf/) deployment, our team can help you get the architecture right the first time. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Building a Snowflake REST API Connector for OneStream](https://jamesandmonroe.com/blog/snowflake-rest-api-connector-onestream/) **Published:** April 11, 2026 **Author:** Richard Philipson **Excerpt:** How to build a OneStream Connector business rule that queries Snowflake via the SQL REST API. Covers key-pair authentication with CAT Secrets, async polling, token substitution, and production-ready patterns. **Content:** ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png)**Richard Philipson** GM Technology Operations If you’re integrating OneStream with a Snowflake data warehouse, you’ve got two options. You can use flat files — export from Snowflake, land the file somewhere, load it into OneStream. It works. It’s also manual, fragile, and doesn’t scale well when you’re pulling data from multiple Snowflake tables across different schedules. The other option is to call Snowflake’s SQL REST API directly from a OneStream Connector business rule. No middleware. No file drops. The connector authenticates, executes a SQL query, and feeds the result set straight into OneStream’s Data Management import pipeline. This post walks through how we built a production connector that does exactly that. We’ll cover the architecture, the authentication setup (using key-pair auth with OneStream Secrets), async query handling, parameterised SQL for workflow integration, and the patterns that make this reliable enough to run unattended at month-end. ## Why the REST API and Not ODBC? OneStream’s Connector business rule framework gives you a C# environment with full access to `System.Net.Http`. Snowflake’s SQL REST API (v2) accepts a SQL statement over HTTPS and returns the results as JSON. No ODBC driver installation, no DSN configuration on the OneStream server, no dependency on the Snowflake client tools. This matters in cloud-hosted OneStream environments where you don’t control the server infrastructure and can’t install drivers. The REST API works anywhere you have outbound HTTPS access to `*.snowflakecomputing.com`. ## The Architecture The connector is a standard OneStream Connector business rule. When Data Management calls it, it follows this sequence: ![Snowflake REST API connector architecture — flow from Data Management trigger through authentication and SQL submission to OneStream import](https://jamesandmonroe.com/wp-content/uploads/2026/04/snowflake-connector-architecture-diagram.png) 1. Resolves query parameters (SQL, database, schema, warehouse, role) from DM parameters or hardcoded defaults 2. Substitutes workflow tokens (`{WFScenario}`, `{WFTime}`) and custom tokens (`{Year}`, `{Period}`) into the SQL 3. Authenticates to Snowflake using key-pair JWT authentication 4. POSTs the SQL to `/api/v2/statements` 5. Handles async execution (HTTP 202) by polling until the query completes 6. Fetches multi-partition result sets if the data is large 7. Builds a `DataTable` and passes it to `api.Parser.ProcessDataTable()` — OneStream’s import pipeline 8. Optionally exports a CSV debug file and a detailed log to the user’s file area There’s also a separate Extender business rule that acts as a test wrapper — it lets you simulate DM parameters and run the connector outside of a workflow, which is essential for development and troubleshooting. ## Authentication: Key-Pair with OneStream Secrets This is the part that trips most people up, so we’ll cover it in detail. Snowflake’s SQL REST API supports several auth methods. We use key-pair authentication because it’s the most secure for automated service accounts — no passwords stored anywhere, no OAuth infrastructure required. ### Generating the Key Pair On your workstation (not on the OneStream server), generate an RSA key pair: Register the public key with your Snowflake service account: ### Storing Secrets in OneStream The private key and passphrase need to be available to the connector at runtime, but they should never appear in source code. OneStream’s Cloud Administration Tools (CAT) has a Secrets manager designed for exactly this: **System → Administration → Cloud Administration Tools → Key Management → Secrets** Create two secrets: - `SNOWFLAKE-PRIVATE-KEY` — the base64 content of your `rsa_key.p8` file (strip the BEGIN/END ENCRYPTED PRIVATE KEY lines, keep only the base64 block) - `SNOWFLAKE-PRIVATE-KEY-PASS` — the passphrase you used when generating the key In the connector code, the secrets are retrieved at runtime: No credentials in the business rule. No credentials in source control. The secrets are encrypted at rest in OneStream’s CAT store. ### Generating the JWT Snowflake’s key-pair auth requires a signed JWT (RS256). The connector generates this at runtime — no external libraries, just `System.Security.Cryptography`: The JWT header and payload are base64url-encoded and signed with the private key. The resulting token goes into the `Authorization: Bearer` header with an additional `X-Snowflake-Authorization-Token-Type: KEYPAIR_JWT` header. One thing to watch: Snowflake expects the account identifier in the JWT `iss` and `sub` claims to be uppercase and to use the account locator format. If your account identifier includes a region suffix (like `XY12345.ap-southeast-2.aws`), strip everything after the first dot for the JWT claims. ### Auth Fallback Chain The connector tries each auth method in priority order and uses the first one that has credentials configured: 1 **Key Pair** ★ PREFERRED Private key + passphrase from CAT Secrets, JWT generated at runtime ▼ not configured? fall through 2 **Pre-generated JWT** Paste a token from SnowSQL or Python. Useful for testing — expires in ~60 minutes. ▼ not configured? fall through 3 **OAuth client\_credentials** POSTs to a token URL with client ID and secret. For environments with existing OAuth infrastructure. ▼ not configured? fall through 4 **OAuth bearer token** Pre-existing bearer token. Same limitation — it expires. ✕ None configured → throws `InvalidOperationException` For production, use option 1. The others exist for testing and for environments where key-pair auth isn’t available. ## Submitting Queries and Handling Async Execution The SQL REST API call is a POST to `/api/v2/statements`. The connector builds the JSON request body manually (no Newtonsoft dependency in OneStream’s runtime) and includes the database, schema, warehouse, and role context. Snowflake may return one of two responses: - **HTTP 200** — the query completed synchronously. The response body contains the results. - **HTTP 202** — the query is still running. The response body contains a `statementHandle` that you use to poll for completion. For anything beyond a trivial query, expect 202. The connector polls `GET /api/v2/statements/{handle}` every 2 seconds, up to 90 attempts (3 minutes). If the query hasn’t completed by then, it throws a timeout exception. Each poll request needs the same auth headers as the original submit. If your JWT expires during polling (unlikely with a 59-minute lifetime, but possible for very long queries), you’ll get a 401 mid-poll. ## Multi-Partition Result Sets When Snowflake returns a large result set, it splits the data across multiple partitions. The first response (partition 0) includes a `partitionInfo` array that tells you how many partitions there are. The connector detects this and fetches each additional partition: Each partition is fetched via `GET /api/v2/statements/{handle}?partition={n}`. The column metadata only appears in partition 0 — subsequent partitions contain only the data arrays. ## Parameterised SQL and Token Substitution The connector supports two types of runtime token substitution in the SQL statement. This is what makes it useful for production workflows rather than just ad-hoc queries. ### Workflow Tokens When the connector runs inside a OneStream Data Management workflow, it can resolve the current workflow context — scenario, time period, and profile — directly from `SessionInfo`: So a SQL statement like `SELECT * FROM GL_ACTUALS WHERE SCENARIO = '{WFScenario}' AND PERIOD = '{WFTime}'` automatically resolves to the correct scenario and period when the workflow runs. No manual parameter entry each month. ### Custom Tokens For parameters that don’t come from the workflow context, the connector supports arbitrary `{TokenName}` substitution. Values are set via `globals.SetObject()` in the DM sequence step or test wrapper: The token resolver uses a regex to find all `{TokenName}` patterns in the SQL, skips the reserved workflow tokens, and replaces any match that has a corresponding value in globals. Unresolved tokens are left as-is, which makes debugging easier — you can see in the log which tokens resolved and which didn’t. ## The Test Wrapper The test wrapper is a separate Extender business rule that lets you run the connector outside of a Data Management workflow. This is critical during development — you don’t want to trigger a full DM workflow every time you want to test a SQL change. The wrapper simulates DM parameters by setting globals directly: It calls the connector’s `BuildResultDataTable()` method, exports the results as CSV, saves the log file, and reports the row count. You can run different test scenarios by commenting and uncommenting parameter blocks — the wrapper code has seven pre-built test configurations. ## Debug and Logging The connector writes a detailed timestamped log to a text file in the user’s Documents area in OneStream. Every significant step is recorded — auth method used, SQL executed, response codes, partition counts, row counts, and timing. Three switches control the output: `ExportCsv` (CSV debug file), `ExportLog` (the text log), and `LogInfoToErrorLog` (a summary entry in OneStream’s ErrorLog for quick visibility). In production, you might turn off the CSV export but keep the log and ErrorLog pointer. ## Setting It Up in Your Environment If you want to build this for your own Snowflake-to-OneStream integration, here’s the sequence: Step 1 — Snowflake Create a service account user, generate the RSA key pair, register the public key with the user, and grant the user read access to the tables you need. Step 2 — OneStream CAT Store the private key (base64) and passphrase as Secrets in Cloud Administration Tools → Key Management → Secrets. Step 3 — OneStream Business Rules Create the Connector business rule and the Extender test wrapper. Update the CONFIG section with your account identifier, service account username, secret names, and default database/schema/role. Run the test wrapper first to confirm connectivity and auth. Step 4 — Data Management Create a DM sequence step that references the Connector rule. Set DM parameters (`SF_SQL`, `SF_TABLE`, etc.) on the step to control what data gets pulled. Wire it into your workflow. The whole setup — from key generation to first successful data pull — can be done in an afternoon if you have the Snowflake permissions sorted out. The part that takes longer is the downstream work: mapping the Snowflake columns to OneStream dimensions, building the transformation rules in Data Management, and validating the loaded data against your source. --- ### Need Help with OneStream? James & Monroe builds OneStream integrations for organisations running multi-ERP environments with Snowflake as the data hub. If you’re planning a Snowflake-to-OneStream integration — or struggling with an existing file-based approach — our team can help. We can help you adapt this integration to your environment. [Get in Touch](https://jamesandmonroe.com/contact/) --- ### [Setup & Configuration of EPM Integration Agent as a Windows service](https://jamesandmonroe.com/blog/setup-configuration-of-epm-integration-agent-as-a-windows-service/) **Published:** March 17, 2026 **Author:** Richard Philipson **Excerpt:** How-to guide on configuring the EPM Integration Agent to run as a Windows service. **Content:** ![Pratik Alde](https://jamesandmonroe.com/wp-content/uploads/2025/01/Pratik_Photo-180x180.jpg) **Pratik Alde** Consultant, Technology Solutions Configuring the [EPM Integration Agent](https://jamesandmonroe.com/our-services/onestream/ "OneStream Solutions") as a Windows service is a critical step for organisations running [OneStream](https://jamesandmonroe.com/our-services/onestream/ "OneStream Consulting") in production environments. Running the agent as a service ensures it starts automatically when the server boots, provides better reliability for scheduled data integrations, and simplifies ongoing administration. This guide walks through the complete setup, configuration, and management of the EPM Integration Agent as a Windows service. The [EPM Integration Agent](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agent_intro.html "EPM Integration Agent Documentation") can be installed as a [Windows service](https://learn.microsoft.com/en-us/dotnet/framework/windows-services/ "Windows Services"). This enables you to run the agent in using its’ own Windows session. This is especially beneficial when the windows servers are restarted we can automatically start the EPM agent service. Further, as needed, we can additionally pause and manually restart the EPM agent windows service. On Linux computers, the EPM Integration Agent is started as a background process. Please note the following: - The agent name must be specified in the [params.ini](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agent_params.html "EPM Agent Parameters") file. It cannot be passed as a parameter in the Install command. - During execution the service logs are present in the agents EPM\_APP\_DATA\_HOME\\logs folder with the name \_\_Service\_.log. This log contains all the console. - To display help, use the option EPMAgentService.exe -help or double click EPMAgentService.exe in Windows Explorer. - When installed, you can start and stop the service as a Windows service from the Windows services console. - Multiple agent services with a different service name, agent name and port can be created and run simultaneously. - Always check the log file after starting the service. --- ## To setup up the Windows Service: 1. Open Command Prompt as an Administrator. Type below command and hit enter. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc1.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc1.png) 2. You will see the service created in service.msc as below. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc2.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc2.png) 3. The status for the agent will be stored in the log under the path and filename. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc3.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc3.png) *If successful, the agent should be available as a Windows service.* *The display name will be generated with same as the service name. The service is set to manual and the account which runs the service will be local system, so you may want to update the service configuration to fit your requirements.* [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc4.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc4.png) 4. Once the agent has been started, there will be “EPMAgentService.exe” as a process which will have the agent Java process running as a child process. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc5.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc5.png) 5. It is possible to run multiple agents as Windows services on the same machine. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc6.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc6.png) *Multiple services will now be available.* *[![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc7.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc7.png)* 6. There will be a separate agent log for each Windows service. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc8.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc8.png) --- ## To change the dislay name of the service: 1. If you want to update the display name for the Windows service, this can be achieved easily through command line. [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc9.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc9.png) *The display name will be updated.* [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc10.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc10.png) --- ## To remove the service: 1. To remove an agent as a Windows service, the following syntax can be used:EPMAgentService -uninstall [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc11.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc11.png) [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc12.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc12.png) *A log will have been generated with further details.* [![](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc13.png)](https://jamesandmonroe.com/wp-content/uploads/2025/01/winsvc13.png) --- ## Best Practices for EPM Agent Service Management When running the EPM Integration Agent as a Windows service in a production environment, consider the following recommendations: - **Service Account:** Configure the service to run under a dedicated service account rather than Local System. This provides better security and allows the agent to access network resources with appropriate permissions. - **Monitoring:** Set up Windows Event Log monitoring to alert your team if the EPM agent service stops unexpectedly. This ensures minimal disruption to scheduled [data integration](https://jamesandmonroe.com/our-services/ "James & Monroe Services") processes. - **Log Rotation:** The service logs in the EPM\_APP\_DATA\_HOME\\logs folder can grow significantly over time. Implement a log rotation or cleanup strategy to manage disk space. - **Recovery Options:** Configure the Windows service recovery options to automatically restart the agent on the first and second failure. This can be set via the Services console under the Recovery tab. Links - [Using the EPM Integration Agent](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agent_intro_100x6dc12e13_102x6dc13a50.html) ### Need Help with OneStream? James & Monroe specialises in OneStream implementation and support. Whether you need assistance with EPM Integration Agent configuration, data integration workflows, or a full OneStream deployment, our experienced consultants are ready to help. [Get in Touch](https://jamesandmonroe.com/contact/) --- ### [Serverless Backup & Restore operations in EPM Cloud](https://jamesandmonroe.com/blog/serverless-backup-restore-operations-in-epm-cloud/) **Published:** March 31, 2026 **Author:** Richard Philipson **Excerpt:** Running serverless backup and restore operations to migrate EPM cloud environments. **Content:** ![Anand Gaonkar](https://jamesandmonroe.com/wp-content/uploads/2025/01/anand-80x80.png) **Anand Gaonkar** Consultant, EPM Solutions Serverless backup and restore operations in EPM Cloud allow administrators to automate environment migrations without dedicated infrastructure. By leveraging Groovy scripting within Oracle EPM Cloud, organisations can schedule and execute backup and restore processes directly from the platform, eliminating the need for standalone servers running EPM Automate. This approach streamlines environment management and reduces operational overhead for EPM Cloud deployments. ## *Have you ever wanted to automate migrations from your [production](https://jamesandmonroe.com/our-services/ "James & Monroe EPM Services") to your non-prod environement? And do it without using a standalone server to run EPMAutomate?* You can write [Groovy](https://groovy-lang.org/ "Groovy Programming Language") scripts to run select EPM Automate commands directly in [Oracle Enterprise Performance Management Cloud](https://jamesandmonroe.com/our-services/ "EPM Cloud Services"), without installing EPM Automate client on a client machine. Refer to [Running Commands without Installing EPM Automate](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/epm_auto_groovy.html) and [Supported Command](https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/epm_auto_groovy_supported_commands.html) in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for information on which EPM Automate commands can be run via Groovy and example scripts. Oracle supports two types of Groovy rules: - Rules that can dynamically generate calc scripts at runtime based on context other than the runtime prompts and return the calc script which is then executed against [Oracle Essbase](https://www.oracle.com/performance-management/essbase/ "Oracle Essbase"). - Pure Groovy rules that can, for example, perform data validations and cancel the operation if the data entered violates company policies. --- ## EPM Cloud Backup Use Case Run a buiness rule from production to clone a backup to a non prod environment. ![ODR4 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2025/01/ODR4.png "ODR4") --- ## High Level Steps for EPM Cloud Backup - Set the service admin user ID for target (Test) instance within the rule. Encrypt the password using EPMAutomate explicitly and copy to password variable in the rule explicitly. You must deploy the rule post any such changes to the rule. Once deployed user can Launch the rule. - User needs to enter the specific date in yyyy-mm-dd format to select the required date specific snapshot to restore and hit Launch. ![ODR1 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2025/01/ODR1.png "ODR1") - If Check is selected as true then the rule will run to list all backup snapshot names available from object storage path and exit, else by default it will continue to next step. - Deletes the selected file if already present from migration path. - Restores the selected snapshot file to migration path with the date stamp suffixed to snapshot file name and proceeds to next step. - Clone the target (Test) instance with the restored backup snapshot. The cloning process takes ~ 30-50 mins to complete, depending on the data and artifacts residing in the snapshot. - User can check the status of cloning in production under Clone Environment menu or using REST API for status check. ![ODR3 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2025/01/ODR3.png "ODR3") ## Run time prompts **RTP NAME****TYPE****DEFAULT VALUE****DESCRIPTION**RTP\_DateString*Use Last Entered*Enter date string in ***yyyy-mm-dd*** format only.RTP\_CheckBoolean*false*If selected ***true***, then rule will only list all the backup snapshot names available in object storage path and exit without cloning activity. This provision is just for user reference to check if the date provided is valid for the range of 60 days. ## EPM Cloud Groovy Code Sample --- ##### Where Can I Learn More About Groovy Rules? Your GoalLearn MoreWatch videos and tutorials that teach best practices when implementing and using Groovy rules- [Groovy Business Rule Tutorial Videos](https://docs.oracle.com/en/cloud/saas/financial-consolidation-cloud/agfcc/groovy_business_rule_tutorial_videos.html "Watch these tutorial videos for details and best practices when implementing and using Groovy Business Rules.") - [Learning Groovy in Oracle EPM Cloud](https://www.youtube.com/watch?v=uzmAMAzoxwo) Create Groovy business rules using [Calculation Manager](https://jamesandmonroe.com/our-services/ "EPM Consulting Services")See Designing with Calculation Manager for Oracle Enterprise Performance Management CloudConnect to the Java APIs used for creating Groovy rulesSee [Java API Reference for Groovy Rules](https://docs.oracle.com/en/cloud/saas/financial-consolidation-cloud/agfcc/groovy_java_api_fccs.html)Edit the script for a Groovy business rule or template using Calculation Manager.See Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud ## Summary Serverless backup and restore operations in EPM Cloud provide a powerful alternative to traditional standalone server deployments. By using Groovy scripts within the EPM Cloud platform, administrators can automate environment migrations, schedule routine backups, and streamline disaster recovery processes without additional infrastructure overhead. ### Need Help with EPM Cloud? James & Monroe is a specialist Oracle EPM implementation partner. Whether you need assistance with EPM Cloud migrations, Groovy scripting, or environment management automation, our experienced consultants can help. [Get in Touch](https://jamesandmonroe.com/contact/) --- ### [IFRS-16](https://jamesandmonroe.com/blog/ifrs-16/) **Published:** July 22, 2025 **Author:** Richard Philipson **Excerpt:** ​​The earlier you begin to understand what impact the new IFRS-16 standard may have on your organisation the better prepared you will be to iron out potential issues and reduce implementation costs and compliance risk. ​​With the IFRS-16 compliance deadline fast approaching of from 1st January 2019, we will be answering the following burning questions. •​​What is IFRS16? •​​Is it relevant to our business? •​​Do we need to comply? **Content:** IFRS 16 is the international accounting standard for leases that fundamentally changed how organisations recognise lease obligations on their balance sheets. As part of the [Oracle EPM Cloud suite](https://jamesandmonroe.com/blog-post/oracle-epm-cloud-a-complete-connected-epm/), tools like Financial Consolidation and Close can help companies comply with IFRS 16 requirements efficiently. Here we outline what the standard means and how James & Monroe can support your transition. ## What Is IFRS 16? ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png)**Richard Philipson** GM Technology Operations ​**IFRS 16** is a new accounting standard for leases which goes into effect as of **January 2019**, and requires lessees to recognise most leases on their balance sheets. This involves much more work in collecting, calculating, reporting, and disclosing data than you might think. But with the right solutions, you can fulfil all these requirements while maintaining the high quality of your data. At **J&M**, we are dedicated to making your journey towards IFRS 16 an easy one. In addition to knowing everything you need to do to prepare your systems for the reporting standard, we have been entrusted to provide end-to-end services for **Oracle’s EPM Solution**. ![](https://jamesandmonroe.com/wp-content/uploads/2019/08/IFRS-1.png) ![](https://jamesandmonroe.com/wp-content/uploads/2019/08/IFRS-2.png) ### Need Help with IFRS 16 Compliance? James & Monroe specialises in Oracle EPM Cloud implementations and can help your organisation navigate IFRS 16 requirements. From system configuration to reporting automation, our experts ensure a smooth transition. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Automating Account Reconciliation with Oracle ARCS: A 2026 Guide](https://jamesandmonroe.com/blog/how-account-reconciliation-cloud-servicearcs-from-oracle-can-improve-efficiency-of-the-finance-users/) **Published:** August 19, 2025 **Author:** Richard Philipson **Excerpt:** In this world of cloud computing and mobile applications, we have software applications to increase the efficiency of our personal and official tasks. It is interesting to know that more than 60% of organizations are still performing manual reconciliations between systems and subsystems. The approval process is managed using emails and there is limited visibility on the accountability. Lack of governance in the account reconciliation process cause problems in the audit. Accountants are not leveraging technology to decrease the burden during the monthly close process. **Content:** When we first wrote about Oracle’s Account Reconciliation Cloud Service (ARCS) in 2019, we noted that more than 60% of organisations were still performing manual reconciliations. Nearly seven years later, that number has dropped — but not enough. Many finance teams across Australia and New Zealand are still managing reconciliations in spreadsheets, tracking approvals by email, and spending the most stressful days of every month doing work that a dedicated platform could automate. ARCS has matured significantly since 2019. Here’s what it looks like in 2026 and why finance teams that haven’t adopted it yet are leaving time and risk reduction on the table. ## What ARCS Does — The Fundamentals Oracle Account Reconciliation Cloud Service (now part of the broader Oracle Cloud EPM suite) automates the process of reconciling account balances, matching transactions, managing workflows, and providing visibility into the close process. The platform has two core modules: **Reconciliation Compliance** manages the end-to-end reconciliation lifecycle: loading balances from source systems, executing automated reconciliation rules, assigning preparers and reviewers, enforcing deadlines, and tracking completion status. It ensures every account is reconciled on time, by the right person, with proper sign-off. **Transaction Matching** handles high-volume, effort-intensive transaction matching across data sources — POS to bank, intercompany AP/AR, cash and credit card reconciliation. User-defined rules automatically match the majority of transactions, and the AI-powered matching engine suggests matches for remaining unmatched items. ## What’s Changed Since 2019 ARCS in 2026 is substantially more capable than the version we wrote about originally: **AI-powered matching and anomaly detection.** Oracle has embedded IPM Insights into the reconciliation process. The system now proactively flags unusual balances, unexpected variances, and reconciliation anomalies — catching issues before they become problems in the published accounts. Transaction Matching is smarter, with improved machine learning algorithms that learn from your historical matching patterns and improve accuracy over time. **Tighter integration with FCCS.** If you’re running both ARCS and FCCS (Financial Consolidation and Close Cloud Service), the integration is now seamless. Reconciliation status feeds directly into close task management, so the close manager can see exactly which reconciliations are complete, which are in progress, and which are blocking the close — all in one dashboard. **Enhanced close management.** The close task manager within ARCS has been significantly improved with dependency tracking, automated notifications, real-time dashboards, and integration with the broader EPM close process. You can define the entire close checklist — not just reconciliations, but journal entries, consolidation tasks, reporting sign-offs — and track everything in one place. **Pre-built integrations.** Beyond the original EBS, JDE, and PeopleSoft connectors, ARCS now has streamlined integration with Oracle Fusion Cloud ERP, and connects to non-Oracle ERPs through the Data Management module and EPM Integration Agent. **Redwood user experience.** Oracle has updated the ARCS interface to the modern Redwood design, making it more intuitive for both preparers (who do reconciliations daily) and reviewers (who approve them). ## The Five-Step Reconciliation Process The core workflow remains elegantly simple — and this simplicity is what makes ARCS so effective at reducing close cycle time: **Step 1: Load Balances.** Balances from source systems and subsystems are loaded into ARCS, either on a schedule or on demand. Once loaded, data can be drilled back to the source system for investigation. **Step 2: Automation Executes.** ARCS runs auto-reconciliation rules: balance comparisons, account analysis, custom reconciliation criteria. Custom attributes are assigned based on rules, amortisation is calculated automatically, and email notifications are sent to preparers and reviewers. **Step 3: Prepare Reconciliations.** Preparers work on assigned reconciliations — proving account explanations for prepaids and accruals, performing balance-to-balance comparisons for AP, AR, inventory, bank reconciliations, and depreciation. ARCS provides 20+ pre-built reconciliation templates, and administrators can create additional templates for organisation-specific requirements. **Step 4: Review Reconciliations.** Reviewers check the work, add comments and attachments, and provide sign-off. Multi-level approval and rejection workflows ensure proper governance. **Step 5: Monitor Compliance.** Real-time dashboards show the status of the entire reconciliation lifecycle — what’s pending with preparers, what’s awaiting review, what’s closed. Ageing analysis highlights overdue items. Complete reconciliation binders (including attachments and transaction-level detail) can be extracted and shared with external auditors. ## The Cost of Not Automating The business case for ARCS is straightforward: **Time savings.** Organisations implementing ARCS typically reduce reconciliation effort by 40–60%. When your finance team is spending five days on reconciliations every month, getting that down to two days frees up three days for analysis, planning, and strategic work. **Risk reduction.** Manual reconciliation processes — spreadsheets emailed between team members, approvals tracked informally — are inherently risky. Missing reconciliations, unapproved adjustments, and lack of audit trail create exposure that ARCS eliminates by design. **Audit efficiency.** When your reconciliation process is governed, documented, and auditable within a dedicated system, external audit effort decreases. Auditors can review the process and controls rather than re-performing reconciliations from scratch. **Close cycle reduction.** Account reconciliation is consistently one of the biggest bottlenecks in the monthly close. Automating it directly shortens the close — giving finance leadership faster access to consolidated results. ## OneStream as an Alternative For organisations running OneStream rather than Oracle EPM, account reconciliation is available through the OneStream XF Marketplace. The Account Reconciliation solution runs natively within the unified OneStream platform, sharing the same data model and security framework as consolidation and planning. It provides similar capabilities: automated matching, workflow management, variance analysis, and close task tracking. The choice between Oracle ARCS and OneStream’s reconciliation solution typically follows the broader platform decision. If you’re on Oracle EPM, ARCS is the natural fit. If you’re on OneStream, the Marketplace solution integrates seamlessly. ## Getting Started ARCS implementations are typically straightforward — the platform is well-structured and most of the configuration involves defining reconciliation templates, mapping source system accounts, and setting up workflows. A typical implementation runs 8 to 12 weeks from kickoff to go-live. The starting point is an assessment of your current reconciliation process: how many reconciliations you perform, which source systems provide data, what your approval workflow looks like, and where the bottlenecks are. From there, the implementation is largely configuration rather than custom development. At James & Monroe, we’ve implemented ARCS and OneStream reconciliation solutions across finance teams in Australia, New Zealand, Singapore, and India. We can help you assess your current process, implement the right platform, and train your team to get the most from automated reconciliation. **Get in touch:** Visit [jamesandmonroe.com/contact](https://jamesandmonroe.com/contact/) to start the conversation. --- ### [Little Known EPM tools: Using JHAT](https://jamesandmonroe.com/blog/little-known-epm-tools-using-jhat/) **Published:** September 2, 2025 **Author:** Richard Philipson **Excerpt:** JHAT tool is another way to automate HFM tasks using a batch file and the HFM API. It is the former HAT updated to be compliant with the last HFM release. JHAT offers the opportunity to use any scheduler to launch HFM tasks and provide better flexibility than Task Flows. **Content:** ![Saurabh Patel](https://jamesandmonroe.com/wp-content/uploads/2019/10/sp-e1775095241925.png) **Saurabh Patel** Senior Consultant, Technology Operations **JHAT** tool is another way to automate HFM tasks using a batch file and the HFM API. It is the former HAT updated to be compliant with the last HFM release. JHAT offers the opportunity to use any scheduler to launch HFM tasks and provide better flexibility than Task Flows. **JHAT** utility is present here (and the batch file embeds all libraries, paths and other references to execute HFM tasks); In this example set, we are going to make use of the power of PowerShell scripting and the functionality provided by JHat to perform an HFM metadata scan. ## Running an HFM Metadata Scan using JHat To begin with, let’s create an external variables file called PRD\_External\_Vars.ps1 and define all our required variables here. You could also create 1 single file and declare the variables at the beginning, but I just like it to keep it separate as it becomes easy to manage and generally a cleaner approach. Now that we have all our variables declared, let’s just get it going with the JHat script… Let’s begin by importing all the variables that we declared above in our JHat script While we are at it, let’s also declare few additional variables for the log and properties life. The next interesting bit is to create the HFM Metadata load properties file on the fly. This file would be used by JHat utility to perform the metadata scan… What we are doing below is to create a properties file that would be used by JHat to; 1. Login to the application, 2. Open a session for the application, 3. Perform a metadata scan, 4. Store the output in a log file, 5. Close the session and 6. Logout of the application. Finally, let’s run the PowerShell now. Once the execution is complete, checking in **Consolidation Administration**, we can see that the Metadata load started and completed without any errors. [![](https://jamesandmonroe.com/wp-content/uploads/2019/10/Console_admin.png)](https://jamesandmonroe.com/wp-content/uploads/2019/10/Console_admin.png) There are various other functions available with JHat, ## Running An InterCompany report using JHat ### Need Help with EPM Automation? James & Monroe specialises in Oracle EPM solutions, including HFM automation and migration to Oracle EPM Cloud. Our experts can help optimise your financial close processes and reporting workflows. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Complete and Connected EPM Cloud: What It Means for Finance in 2026](https://jamesandmonroe.com/blog/complete-and-connected-epm-cloud-applications/) **Published:** September 16, 2025 **Author:** Richard Philipson **Excerpt:** In the latest Open World, Larry Ellison (founder of Oracle) restated the mission statement of oracle to "help people see data in new ways, discover insights, unlock endless possibilities". This shows the importance of data and its usage from the visionary technology leader. Oracle is changing from on-premise software provider to the cloud-oriented company. **Content:** When Oracle first articulated its vision for “complete and connected” EPM cloud applications back in 2019, it was a bold promise: a suite of integrated cloud services that would connect financial planning with operational planning, consolidation, close management, reporting, and data management — all in one platform. Seven years later, that vision is largely realised. Oracle Cloud EPM is now a mature, broadly adopted platform that thousands of organisations use to run their end-to-end performance management processes. But the landscape has also evolved in ways no one anticipated in 2019 — AI is embedded throughout, the concept of extended planning and analysis (xP&A) has gone mainstream, and competitor platforms like OneStream have challenged Oracle to keep innovating. Here’s what “complete and connected” means in 2026. ## The EPM Cloud Suite Today Oracle Cloud EPM now includes a comprehensive set of interconnected services: **Planning (EPBCS)** — financial planning, workforce planning, capital planning, project planning, and strategic modelling with Monte Carlo simulation. Free-form applications allow you to model virtually any business process. Predictive Planning and the new Planning Agent bring AI into every forecast cycle. **Financial Consolidation and Close (FCCS)** — multi-entity consolidation, intercompany eliminations, currency translation, journal adjustments, close task management, and supplemental data collection. IPM Insights provides AI-driven anomaly detection during the close. **Account Reconciliation (ARCS)** — automated reconciliation compliance and transaction matching with AI-suggested matches. Tightly integrated with FCCS for end-to-end close management. **Narrative Reporting** — automated production of board packs, management reports, and regulatory disclosures with embedded data, commentary workflows, version control, and AI-generated narrative summaries. **Enterprise Data Management (EDMCS)** — governance of master data (dimensions, hierarchies, mappings) across EPM and ERP applications. The single source of truth for metadata. **Tax Reporting** — automated tax provision calculations and country-by-country reporting for multinational organisations. **Profitability and Cost Management** — allocation modelling and profitability analysis across products, customers, channels, and business units. The “connected” part is what makes the suite more than the sum of its parts. Data flows between these services: actuals from ERP feed into Planning and FCCS, planning assumptions drive consolidation scenarios, reconciliation status feeds into close management, and all of it flows into Narrative Reporting for stakeholder communication. ## The Shift to xP&A The biggest conceptual shift since 2019 is the move from FP&A (Financial Planning & Analysis) to xP&A (Extended Planning & Analysis). Gartner has identified xP&A as a defining trend in business planning, and Oracle has built its platform around it. xP&A means connecting financial planning with operational planning across the entire organisation — not just finance, but HR, supply chain, sales, IT, and projects. When workforce plans account for actual headcount data from HCM, when revenue forecasts incorporate pipeline data from CRM, and when cost projections reflect supply chain constraints — the quality of planning improves dramatically. Oracle’s connected planning architecture makes this possible. Pre-built planning modules for workforce, sales, supply chain, capital, and projects share data and assumptions with the core financial plan. When the sales team updates their pipeline forecast, the revenue plan adjusts. When HR adds approved headcount, workforce costs flow through to the financial plan automatically. This is what “complete and connected” was always about — and in 2026, it’s working in production across enterprise organisations worldwide. ## AI Changes Everything The 2019 version of Oracle EPM had no AI capabilities to speak of. The 2026 version has AI woven throughout: **Predictive Planning** generates statistical forecasts automatically, giving planners a data-driven starting point for every forecast cycle. **IPM Insights** analyses data across planning, consolidation, and close to detect anomalies, outliers, and trends — surfacing issues before humans spot them. **The Planning Agent** allows natural-language interaction with planning data: ask questions, get explanations, run what-if scenarios, all through conversation. **AI-generated narratives** in Narrative Reporting draft commentary based on data movements, variances, and trends — saving hours of manual report writing each cycle. These capabilities are included in your EPM Cloud subscription. They don’t require a separate AI licence or a data science team. They’re designed for finance users. ## What This Means for Your Organisation If you’re still running Hyperion on-premises, the gap between your capabilities and what cloud EPM offers is wider than ever. Monthly feature updates, AI-assisted planning, connected operational planning, automated close management — none of this is available on-premises, and it never will be. If you’re already on EPM Cloud, the question is whether you’re using the full breadth of the platform. Many organisations implement Planning first and stop there. Adding FCCS, ARCS, and Narrative Reporting transforms the platform from a planning tool into a complete performance management system. And if you’re evaluating EPM platforms for the first time, the “complete and connected” promise is now backed by years of production usage across thousands of organisations. It’s no longer a roadmap — it’s reality. ## How J&M Can Help James & Monroe has been implementing Oracle EPM since the Hyperion era — over 21 years of continuous delivery experience. We implement the full EPM Cloud suite across Planning, FCCS, ARCS, Narrative Reporting, and EDMCS. We also implement OneStream and NetSuite, so we can give you vendor-neutral advice on which platform best fits your organisation. **Get in touch:** Visit [jamesandmonroe.com/contact](https://jamesandmonroe.com/contact/) or reach out to your existing J&M account manager. --- ### [Enterprise Data Management Series - Part 1](https://jamesandmonroe.com/blog/enterprise-data-management-series/) **Published:** September 30, 2025 **Author:** Richard Philipson **Excerpt:** Welcome to our initial post in a series of about the world of Metadata Management, Enterprise Data management provides a new way to manage your data assets. You can manage application artefacts that include properties such as Master data (members that represent data and includes dimensions, hierarchies), Reference Data (such as page drop-downs for ease of filtering in frontend), and Mappings (master data member relationships). Using these pre-built functions, you will be able to track master data changes with ease. **Content:** ![Shirish Pandey](https://jamesandmonroe.com/wp-content/uploads/2020/01/Shirish_profile-e1775086731766.png) **Shirish Pandey** Senior Consultant, EPM Solutions Enterprise Data Management Cloud Service (EDMCS) is a powerful metadata management solution within the [Oracle EPM Cloud suite](https://jamesandmonroe.com/blog-post/oracle-epm-cloud-a-complete-connected-epm/). In this first part of our EDM series, we explore how EDMCS helps organisations manage master data, reference data, and mappings through its structured four-step process: Collate, Curate, Conform, and Consume. **Enterprise Data management** provides a new way to manage your data assets. You can manage application artefacts that include properties such as Master data (members that represent data and includes dimensions, hierarchies), Reference Data (such as page drop-downs for ease of filtering in frontend), and Mappings (master data member relationships). Using these pre-built functions, you will be able to track master data changes with ease. If your business is restructured to align entities such as Accounts, Products, Cost Center and Sales across multiple organizational units, you can create model scenarios, rationalize multiple systems, compare within system etc. You can maintain alternate hierarchies for reporting structures which differ from current ERP system structure. In the case of migrating an application to the cloud, you can define target structures and data mappings to accelerate the process. EDMCS also provides the ability to sync up applications from on-premise to cloud or across cloud applications. The process involves the below four C’s: ## Collate The first process involves collecting and combining data sources through the process of **application** **registration**, **data** **import**, and **automation.** - The **registration** process refers to establishing application connections with a new data source(s). - The **Import** process refers to the loading of data into the application view(s). - **Automation** is built using the REST API features. [![](https://jamesandmonroe.com/wp-content/uploads/2020/01/fig1.png)](https://jamesandmonroe.com/wp-content/uploads/2020/01/fig1.png)Figure 1 Collate Process: Register [![](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig2.png)](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig2.png)Figure 2 Collate Process: Import ## Curate Curate helps organize the source data through a Request mechanism to help load or change existing data. Request mechanism involves 4 steps: **Record**, **Visualize**, **Validate** and **Submit**. - **Record**: All appropriate actions are **Recorded** together under the Request Pane with primary action mentioned first. - **Visualize**: This allows you to visualize all the changes prior to committing them. This enables us to view model changes as per request, then study the impact and make any final modifications to the request. Changes made to a view are **visible** in unique colours and icons so that you can see which parts of the hierarchy or list were changed and what areas may be affected by the change. - **Validate**: Maintain the integrity of data during data entry with real-time validation that checks for duplicates, shared nodes, data type or lookup violation. You can run **validation** through the Record session as well. - **Submit**: Upon user validations, you can **commit** them. [![](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig3.png)](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig3.png)Figure 3 Request Process ## Conform Conform is the process to help standardize rules and policies through **Validation**, **Compare** and **Map** process tasks. - You can run **validations** between and across viewpoints. Share application data within and across the application to create consistency and build alignment. - **Compare** viewpoints side-by-side and synchronize using simple drag and drop between and across applications. - **Map** nodes across viewpoints to build data maps. Construct an alternate hierarchy across viewpoints using the copy dimension feature. Now the question arises “What is the viewpoint”? Viewpoint is a subset of the nodes for you to work with. [![](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig4.png)](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig4.png)Figure 4 Viewpoint and Various Actions ## Consume Consume defines where you move the changes to a target application. You can achieve this by **download**, **export**, and **automate**. - **Download** a viewpoint to make changes offline or make bulk updates. - **Export** moves changes to other application(s) or sync updated data to external target applications. - Using **EPM automation**, you can load and extract dimensions from and within the EPM cloud application [![](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig-5png.png)](https://jamesandmonroe.com/wp-content/uploads/2020/01/Fig-5png.png)Figure 5 EPMAutomate ### Need Help with Enterprise Data Management? James & Monroe specialises in Oracle EPM Cloud implementations, including Enterprise Data Management. Whether you are looking to streamline metadata governance or migrate master data to the cloud, our experts can help. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Oracle Narrative Reporting - Part 1](https://jamesandmonroe.com/blog/oracle-narrative-reporting-part-1/) **Published:** October 14, 2025 **Author:** Richard Philipson **Excerpt:** Oracle Enterprise Performance Reporting Cloud (EPRCS) is a powerful regulatory data and narrative reporting tool. EPRCS helps integrate from both Oracle and non-Oracle data sources and enables reporting on the multi-dimensional analysis of financial and management data. Contributors can leverage intuitive and flexible authoring environment, document lifecycle management with commentary among others thereby helping provide trust and reliability that data and information are accurate. **Content:** ![Vaibhav Mehto](https://jamesandmonroe.com/wp-content/uploads/2020/02/2020-02-08_14-42-42-e1775085739392.png) **Vaibhav Mehto** Consultant, EPM Solutions Oracle Narrative Reporting, formerly known as Enterprise Performance Reporting Cloud Service (EPRCS), is a key component of the [Oracle EPM Cloud suite](https://jamesandmonroe.com/blog-post/oracle-epm-cloud-a-complete-connected-epm/). In this first part of our two-part series, we cover the EPRCS overview and security model, including system-level roles, artifact-level security, and data security. For details on report packages and workflow, see [Part 2](https://jamesandmonroe.com/blog-post/oracle-narrative-reporting-part-2/). ## EPRCS Overview - **Oracle Enterprise Performance Reporting Cloud Service** **(EPRCS)** is a Cloud solution for management and narrative reporting. It provides a secure and integrated solution that offers a collaborative and process-driven approach. Cloud maintenance, patching, and back-ups are managed by Oracle. - **The workflow process** provides collaboration, commentary, and delivery of management reporting through EPRCS objects which are stored in a **Library**. The library can be organized by folder and managed through security. - EPRCS allows users to easily combine both data and narrative content on report objects called **Doclets**. Doclets are grouped together in a report package. “**Doclet**” is used to perform check-in and check-out process to manage versions. - **Extended Microsoft Office** tools (Word, PowerPoint, etc.) can be used to provide the output of management reports. This includes an intelligent and intuitive simplified UI that can be accessed via desktop, mobile, and the web. - **User Roles**: Provides user types such as owners, authors, and approvers and role-based security and auditable access on desktop and mobile devices. [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-1-1030x439.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-1.jpg)Figure 1 EPRCS Architecture ## EPRCS Security EPRCS enables secure collaboration between users. One can control which users can edit which Doclets. This allows users from various departments and areas to all contribute to the same report package thereby safeguarding sensitive data. Inside EPRCS, security is provided at three levels: [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-2.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-2.jpg)Figure 2 EPRCS Security Roles ## System-Level Roles - For EPRCS environments two sets of roles are created. One set is for **Production** and another set is for **Pre-Production**. Pre-Production allows EPRCS customers to keep security differentiated for testing purposes. - Roles can also be combined into groups under **My Services** via the Custom Roles tab. It is considered best practice for assigning security to users based on groups, rather than individually. The five predefined roles are as below: **Roles****Access based on roles**Service AdministratorsCreate and maintain all aspects of the system, except for user managementReports AdministratorsCreate and manage report packages, management reporting definitions, and Disclosure Management documentsApplication AdministratorsCreate and maintain all application artifact’s, such as applications, models, dimensions, and data grantsLibrary AdministratorsCreate and manage folders including root-level foldersUsersThe minimum role required to log-in and participate in the reporting cycle, and to view artifacts’ to which the user has access## Artifact-level Security [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-3.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-3.jpg)Figure 3 Artifact level Security You automatically have permission to edit, delete, and maintain that artifact when you create an artifact (report package, folder, application). You can grant security by users and groups to the artifacts created. Users without access cannot see or access that artifact. Artifacts can be given the following forms of **permissions:** **Roles****Application****Report Packages****Third-party Artifacts or Folders**AdministerYYYUseY––View –YYWrite ––Y- **Administer**: Unrestricted view and change privilege to all artifacts. - **Write**: Enables users to add folder content. - **View**: Enables users to view only the artifact. - **Use**: Enables the user to see the application in the library. [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-4.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-4.jpg)Figure 4 Access in Report Package [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-5.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-5.jpg)Figure 5 Access to Application ## Data Security [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-6.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-6.jpg)Figure 6 Data level Security It determines the level of security, in which data access permissions can be granted to users. Data level security can be set through **Dimension-based access**: either by setting the READ access or NONE access. [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-7.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-7.jpg)Figure 7 Dimension-based access Grant access to parts of data in a model. This grant may be at an individual level or by cross-dimension/intersections. [![](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-8.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/02/EPRCS-Fig-8.jpg)Figure 8 Data Grant level access **To Summarize:** - **EPRCS** is a powerful reporting solution that is secure, collaborative and intuitive meant to complement and combine reporting from various types of technologies. - **Simplify** the report creation and distribution process. - **Collaborate** with content contributors and reviewers. - **Access** through Mobile or desktop – when you want, how you want. - **Publish** book – quality financial and management reports. - **EPRCS** has a wide variety of functions that can take it anywhere in an organization to meet unique reporting needs with its cost-effective pricing and is a great entry point for new cloud customers. ### Need Help with Narrative Reporting? James & Monroe specialises in Oracle EPM Cloud implementations, including Narrative Reporting (EPRCS). Whether you need help with security configuration, report design, or end-to-end deployment, our experts can guide you. [Get in Touch](https://jamesandmonroe.com/contact-us/) Part 2 will be on “[EPRCS Workflow Setup and Details”](https://jamesandmonroe.com/blog-post/enterprise-data-management-series-part-2/): where we will talk about the workflow approvals and sign-off process related to the publishing of the reports. --- ### [Introduction to Oracle Tax Reporting Cloud](https://jamesandmonroe.com/blog/introduction-to-oracle-tax-reporting-cloud/) **Published:** October 28, 2025 **Author:** Richard Philipson **Excerpt:** The tax reporting solution provides tax departments with the ability to meet global tax reporting requirements on an ongoing basis and ensure compliance with changing tax regulations. We can help with implementing Oracle’s tax reporting solution for your organization and provide guidance on how to get the maximum value out of it. **Content:** ![Liz Leerson](https://jamesandmonroe.com/wp-content/uploads/2020/02/2020-02-18_12-56-12-e1775095118380.png) **Liz Leerson** Tax Specialist, Financial Close Oracle Tax Reporting is a powerful cloud-based EPM solution designed to automate and streamline global tax provision processes. As part of the [Oracle EPM Cloud suite](https://jamesandmonroe.com/blog-post/oracle-epm-cloud-a-complete-connected-epm/), Tax Reporting helps organisations move away from error-prone spreadsheets and toward a centralised, auditable tax reporting framework. In this post, we explore the challenges of traditional tax processes and the key capabilities that Oracle Tax Reporting delivers. ## The Challenge of Spreadsheet-Based Tax Processes With the rise of digital economies, governments across the world are finding ways to tax the digital income generated from their country. OECD is working on details of the digital tax so that companies and governments can work more efficiently. Meanwhile, France/UK are ready to tax digital companies with their own digital taxes. In this world of uncertainty, governments are looking to increase their tax revenue and making changes to the tax laws accordingly. It is expected that companies should calculate their tax obligation correctly as per the latest tax codes in that jurisdiction. However, tax functions in many companies are still using Microsoft spreadsheets to prepare tax calculations. These calculations might be prepared at an entity level in a spreadsheet and then sent to a regional or global the tax function using email. Tax experts review tax calculations at group level and if there are issues with the tax calculation of an entity or formula errors, the spreadsheet is sent back to the local team for correcting or updating. There is so much to and fro of the spreadsheets that tax and finance teams can easily lose track of the versions and corrections. Sometimes tax calculation models refer to many linked spreadsheets which creates further complexity when the spreadsheets need to be updated for a new account, changes in legislation or accounting standards. Formula errors can exist in the spreadsheets that are difficult to identify and correct. The other issue is that the tax models may be maintained and updated by one team member. If that team member leaves the company, there is a big risk to the tax process and financial close. These are a few of the pain points, bottlenecks and risks with using spreadsheets to prepare tax calculations. ## Key Capabilities of Oracle Tax Reporting Cloud Tax reporting is a web-based cloud solution, which has inbuilt functionality for: - Configurable tax calculation rules - Automatic calculation of tax expense, DTA/DTL - Approval process - Roll forwarding of tax accounts - Loading trial balance data - Load fixed assets data - Currency translations - Consolidation - Calculate Effective Tax Rate - Reports on local/ regional /state / national tax data - Produce tax accounting journal entries - Country by country reporting - Capture supplemental data for tax calculations and additional disclosure - Maintained by the tax and finance users [![Tax1 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax1-495x400.png "tax1")![Tax1 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax1-495x400.png "tax1")](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax1.png "Modern User interface")[![Tax2 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax2-495x400.png "tax2")![Tax2 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax2-495x400.png "tax2")](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax2.png "Current Provisions")[![Tax3 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax3-495x400.png "tax3")![Tax3 - James & Monroe](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax3-495x400.png "tax3")](https://jamesandmonroe.com/wp-content/uploads/2020/02/tax3.png "Tax Schedules:") The tax reporting solution provides tax departments with the ability to meet global tax reporting requirements on an ongoing basis and ensure compliance with changing tax regulations. We can help with implementing Oracle’s tax reporting solution for your organization and provide guidance on how to get the maximum value out of it. ### Need Help with Tax Reporting? James & Monroe specialises in Oracle EPM implementations, including Tax Reporting Cloud. Whether you are looking to replace spreadsheet-based tax processes or optimise your existing tax provision workflow, our experts can help. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Oracle Narrative Reporting - Part 2](https://jamesandmonroe.com/blog/oracle-narrative-reporting-part-2/) **Published:** December 9, 2025 **Author:** Richard Philipson **Excerpt:** Oracle Enterprise Performance Reporting Cloud (EPRCS) is a powerful regulatory data and narrative reporting tool. EPRCS helps integrate from both Oracle and non-Oracle data sources and enables reporting on the multi-dimensional analysis of financial and management data. Contributors can leverage intuitive and flexible authoring environment, document lifecycle management with commentary among others thereby helping provide trust and reliability that data and information are accurate. **Content:** ![Vaibhav Mehto](https://jamesandmonroe.com/wp-content/uploads/2020/02/2020-02-08_14-42-42-e1775085739392.png) **Vaibhav Mehto** Consultant, EPM Solutions Oracle Enterprise Performance Reporting Cloud Service (EPRCS), now known as [Narrative Reporting](https://jamesandmonroe.com/blog-post/oracle-narrative-reporting-part-1/), offers powerful Report Package capabilities for financial and management reporting. In this second part of our series, we explore how to create, manage, and collaborate on Report Packages within EPRCS. ## Overview of the Report Package - EPRCS operates with the “Reporting Package” feature that provides the ability to merge with Microsoft Office data and documents. EPRCS can also be combined with on-premise software, cloud data sources or other Oracle EPM applications. - Report packages provide a secure, collaborative, and process-driven approach for defining, authoring, reviewing and publishing financial and management reports. - With report packages, one can organize the content, delegate roles to authors and reviewers, manage their collaboration/workflow approvals, and sign-off process to create a structured document. [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-1-Report-Package-Features.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-1-Report-Package-Features.png)Figure 1 Report Package Features ## How to create a Report Package While creating a report package we need to provide the following details: - **Enter Properties** *In the properties section, we need to provide the Name, Description, Report Type, Style Sample and Save To fields of a report package.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-2-Enter-Properties.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-2-Enter-Properties.png)Figure 2 Enter Properties ## Define Process Apply the respective development phases and define the timeline for each phase. - **Author Phase** *Once this phase is enabled, click on the Calendar icons to define the following dates: Start Author Phase On, Submit Doclets By and End Author Phase On*. [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-3-Define-Process-Author-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-3-Define-Process-Author-Phase.png)Figure 3 Define Process: Author Phase - **Review Phase** *Once the “Review Phase” has been enabled, click on the Calendar icons to define the dates: Start Review On, End Review Cycle 1 On and End Review On.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-4-Define-Process-Review-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-4-Define-Process-Review-Phase.png)Figure 4 Define Process: Review Phase - **Sign-Off Phase** *Once the “Sign-Off Phase” has been enabled, click on the Calendar icons to define the following dates: Start Sign Off On and End Sign Off On.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-5-Define-Process-Sign-Off-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-5-Define-Process-Sign-Off-Phase.png)Figure 5 Define Process: Sign-Off Phase - **Assign Users** *Next, we need to assign users and groups to the following report package responsibilities such as Owners, Reviewers, Signers, and Viewers.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-6-Assign-Users.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-6-Assign-Users.png)Figure 6 Assign Users - **Define Options** The last step is to define the options for a report package such as Format Options, Shared Folder, and Doclet Versions. [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-7-Define-Options.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-7-Define-Options.png)Figure 7 Define Options At last click on “Finish” to complete the report package setup. Next, we will discuss the workflow process. ## Collaboration and Workflow of Report Packages The three phases that a report package includes are the Author, Review and Sign-Off phases. For a report package, one or more of the phases can be selected. - **Author Phase** *Within this phase content, comments and supporting details are updated to help collaborate with other users. It can be applied to an entire report package, a section, or individual doclets.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-8-Author-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-8-Author-Phase.png)Figure 8 Author Phase - **Review Phase** *The Review Phase is a review cycle where the reviewers can view the current status of the Doclets and input comments on the drafts through the commentary feature if needed and eventually mark their view as complete.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-9-Review-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-9-Review-Phase.png)Figure 9 Review Phase - **Sign-Off Phase** *In the sign-off phase, anyone designated as a signer for that review package formally reviews the fully completed report package one final time and other sign-off or rejects it.* [![](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-10-Sign-Off-Phase.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-10-Sign-Off-Phase.png)Figure 10 Sign-Off Phase In the next blog, we will discuss integration/extension of EPRCS with Microsoft office products. ### Need Help with Narrative Reporting? James & Monroe specialises in Oracle EPM Cloud solutions, including Narrative Reporting implementation, report package design, and financial close automation. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Enterprise Data Management Series - Part 2](https://jamesandmonroe.com/blog/enterprise-data-management-series-part-2/) **Published:** December 23, 2025 **Author:** Richard Philipson **Excerpt:** Welcome to our initial post in a series of about the world of Metadata Management, Enterprise Data management provides a new way to manage your data assets. You can manage application artefacts that include properties such as Master data (members that represent data and includes dimensions, hierarchies), Reference Data (such as page drop-downs for ease of filtering in frontend), and Mappings (master data member relationships). Using these pre-built functions, you will be able to track master data changes with ease. **Content:** ![Shirish Pandey](https://jamesandmonroe.com/wp-content/uploads/2020/01/Shirish_profile-e1775086731766.png) **Shirish Pandey** Senior Consultant, EPM Solutions Oracle Enterprise Data Management Cloud Service (EDMCS) provides a powerful platform for managing enterprise data hierarchies. In [Part 1 of this series](https://jamesandmonroe.com/blog-post/enterprise-data-management-series-part-1/), we covered an overview of EDMCS. In this second instalment, we explore the core building blocks including Views, Viewpoints, Data Chains, and the governance features that set EDMCS apart from legacy DRM. In the first part, we learned an overview of EDMCS. In this part, we will discuss more on “What EDMCS has to offer and How”. Unlike DRM where we have version, hierarchy, and nodes; Oracle has introduced **View**, **Viewpoint**, and **Data chain**. Let us go through the basic structure of EDMCS. [![Figure 1 EDM Model](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig1.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig1.png)Figure 1 EDM Model Enterprise data within each application is grouped as multiple dimensions. Each Dimension has its own Data chain. Registering New application results in the creation of various objects and associated dimensions. An Application consists of connected views, dimensions, and associated viewpoints: - **The View** is a collection of Viewpoints. - **Viewpoints** are where users view and work with application data. - Each **dimension** contains a series of related data objects called data chains, which consist of node types, hierarchy sets, node sets, and viewpoints. The above objects are the building blocks of the EDMCS as shown and explained below. [![Information Model](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig2.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig2.png)Figure 2 Information Model ## Application - An application models each connected system as an application. You can click on Register to create a new application. [![Application](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig3.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig3.png)Figure 3 Application ## Dimension - Enterprise data is grouped as dimensions such as Account, Entity, and Movement. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig4.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig4.png)Figure 4 Dimension [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig5.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig5.png)Figure 5 Data Chain Flow ## Node Type - Collection of nodes that share a common business purpose, like Department, Entities. - Defines Property for Associated nodes. For Example, Product node type can include properties like Name, Description, Cost, etc. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig6.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig6.png)Figure 6 Node Type ## Hierarchy Set - The hierarchy set defines parent-child relationships for nodes. Example Employees to Department or Vehicles rollup to Automobiles etc. - It can define own hierarchy sets using different relationships between node types. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig7.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig7.png)Figure 7 Hierarchy Set ## Node Set - Defines a group of nodes available in Viewpoints and consists of hierarchies or lists. Example Hierarchy of Cost Centre or List of Country codes. - Node sets are the only group of hierarchy sets that are required in Viewpoints. Consider the below figure where only Marketing and Finance are included, and the Marketing hierarchy excluded. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig8.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig8.png)Figure 8 Node Set ## Viewpoint - Viewpoints are used for managing data like comparing, sharing/mapping, and maintaining a dimension across applications such as viewing a list of accounts or managing a product hierarchy or exporting an entity structure. - Viewpoints are organized into one or more views. Each viewpoint uses a node-set and controls how users work with data in that node-set in a specific view. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig9.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig9.png)Figure 9 Viewpoint ### **View** - A group of viewpoints such as managing data for a dimension across applications or integrating data from and to an external system. - Users can define additional views of their own to view and manage data for specific business purposes. [![](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig10.png)](https://jamesandmonroe.com/wp-content/uploads/2020/06/Fig10.png)Figure 10 View Dashboard ### **Integration Benefits** Oracle has taken a major leap improving Integration in EDMCS. When in DRM, Integration to other Hyperion modules can only be possible through Table, Flat file, or API integration or involving custom code development. EDMCS has introduced various components Adapter like PBCS, FCCS, EBS to help make a connection directly to the respective component. Note: Adapter for some components is yet to be deployed from Oracle. However, you can always integrate using the standard flat file export. ## Migration Made Simple Existing on-premise Data Relationship Management can be migrated to EDMCS. The administrator needs to register DRM application in EDMCS as custom application and then import dimensional structure. Note: Data Relationship Management 11.1.2.4.330 or higher is supported for on-premise to cloud migration. ## Governance at a Different Level Previously, on-premise DRM had a separate Data Relationship Governance (DRG) interface but in EDMCS it included governance as part of an application. In EDMCS, organizations use request workflows to exercise positive control over the processes and methods used by their data stewards and data custodians to create and maintain high-quality enterprise data assets. Workflow stages are similar like Submit, Approve, and Commit. Finally, before committing changes, users can visualize changes and their effect on Hierarchy. ### Need Help with Enterprise Data Management? James & Monroe specialises in Oracle EPM Cloud solutions, including EDMCS implementation and migration from legacy DRM. Let us help you modernise your data governance. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [EPM Data Integration - Pipeline](https://jamesandmonroe.com/blog/epm-data-integration-pipeline/) **Published:** January 20, 2026 **Author:** Richard Philipson **Excerpt:** The Pipeline feature enables you orchestrate a series of jobs as a single process. In addition, you can orchestrate Oracle Enterprise Performance Management Cloud jobs across instances from one location. Using the Pipeline, you have better control and visibility of the full extended data integration process for preprocessing, data loading and post processing jobs. **Content:** ![Amir Kalawant](https://jamesandmonroe.com/wp-content/uploads/2023/11/amir-1-e1775085557600.jpg) **Amir Kalawant** Practice Manager – Christchurch Oracle EPM Cloud’s Data Integration module includes a powerful Pipeline feature that enables non-technical users to automate multi-step data processes. As part of the broader [Oracle EPM Cloud suite](https://jamesandmonroe.com/blog-post/oracle-epm-cloud-a-complete-connected-epm/), Pipeline simplifies batch operations like loading metadata, importing actuals, and running business rules—all from a single interface. Here we explore how Pipeline works and share a real-world implementation example. ## Case Study A client expressed the need for an interface with functionality that would allow non-technical professionals to run daily batches. These batches could include tasks like pulling Actuals, updating the Chart of Accounts (CoA), or refreshing the Cost Centre structure and running the business rules, among others, from the source System. While seeking a solution, we explored numerous alternatives within Data Integration. However, the challenge emerged as several intricate steps were involved, necessitating individuals to possess a certain level of technical understanding of the Data Integration tool. ## Solution Exciting developments ensued when Oracle introduced a new feature known as “**Pipeline**.” --- ## Pipeline in Data Integration This innovative addition empowers users to seamlessly orchestrate a sequence of jobs as a unified process. Moreover, the Pipeline feature facilitates the orchestration of Oracle Enterprise Performance Management Cloud jobs across instances, all from a single centralized location. By leveraging the power of the Pipeline, you can gain enhanced control and visibility throughout the entire data integration process, encompassing preprocessing, data loading, and post-processing task. Yet, this merely scratches the surface. The Pipeline introduces a multitude of potent benefits and functionalities. We’re delving into an in-depth exploration of this novel feature to uncover its potential in revolutionizing your data integration process. Enterprise data within each application is grouped as multiple dimensions. Each Dimension has its own Data chain. Registering New application results in the creation of various objects and associated dimensions. An A ## Pipeline Considerations - *Only administrators can create and run a Pipeline definition.* - *Pipeline is a replacement for the batch functionality in Data Management and can be migrated automatically to the Pipeline feature in Data Integration.* - *For file-based integrations to a remote server in the Pipeline when a file name is specified in the pipeline job parameters., the system copies any files automatically from the local host to the remote server automatically under the same directory.* ### Supported Oracle Solutions - Financial Consolidation and Close - Enterprise Profitability and Cost Management - Planning - Planning Modules - Tax Reporting --- ## Proof of Concept EPM batches to run sequentially are: ### Stage 1 – Load Metadata 1. Load Account Dimension 2. Load Entity Dimension 3. Load Custom Dimension 4. Clear current month Actuals (to remove any nonsense numbers if any) ### Stage 2 – Load Data 5. Load Trial balance from Source ### Stage 3 – Run Business Rule 6. Run Business rule to perform Aggregate & Calculations. --- The workflow for creating and running a Pipeline process is as follows: 1. Defining Pipeline [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_01.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_01.png)[![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_02.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_02.png) 2. Pipeline Name, Pipeline Code, maximum Parallel Jobs 3. **Variable** pag**e** to set the out-of-box (global values) for Pipeline are available from which you can set parameters at runtime. Variables can be pre-defined types like: “Period”, “Import Mode” etc. **[![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_03.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_03.png)** 4. You can utilize Stages in the Pipeline editor to cluster similar or interdependent Jobs from various applications together within a single unified interface. Administrators can efficiently establish a comprehensive end-to-end automation routine, ready to be executed on demand as part of the closing process. Pipeline Stages & Container for multiple jobs as shown below: [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_04.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_04.png) [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_05.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_05.png) Stages & Jobs example [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_06.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_06.png) The new stages can be added by simply using the Plus card located at the end of the current card sequence. [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_07.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_07.png) 5. On the **Run Pipeline** page, Complete the variable runtime prompts and then click As shown below: [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_08.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_08.png) Variable Prompts [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_09.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_09.png) When the Pipeline is running, you can click the status icon to download the log. Customers can also see the status of the Pipeline in Process Details. Each individual job in the Pipeline is submitted separately and creates a separate job log in **Process Details**. [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_010.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_010.png) Users can also schedule the **Pipeline** with the help of **Job Scheduler**. [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_11.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_11.png) [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_12.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_12.png) Variable Prompt [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_13.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_13.png) Review [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_14.png)](https://jamesandmonroe.com/wp-content/uploads/2023/11/pipeline_14.png) --- [![](https://jamesandmonroe.com/wp-content/uploads/2023/11/amir-1.jpg)](https://jamesandmonroe.com/wp-content/uploads/2023/11/amir-1.jpg) ### Streamline Your EPM Data Integration James & Monroe can help you implement Pipeline and other Oracle EPM automation features to reduce manual effort and improve data accuracy across your organisation. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Managing Your Risk: Why You Need a Financial Consolidation System in 2026](https://jamesandmonroe.com/blog/company-directors-have-a-duty-to-exercise-due-care-and-diligence-under-the-corporations-act-2001-this-extends-to-financial-reporting-obligations-financial-statements-and-notes-to-accounts-must-com/) **Published:** February 3, 2026 **Author:** Richard Philipson **Excerpt:** Company Directors have a duty to exercise due care and diligence under the Corporations Act 2001. This extends to financial reporting obligations. Financial statements and notes to accounts must comply with accounting standards and give a true and fair view of a company’s consolidated financial position and performance. Too many organisations rely on Excel as a primary tool to assist with the preparation of Statutory consolidated financial Statements. While Excel is a great tool, it is often not the most ideal system to use to produce consolidated financial reports. Excel is not a robust option and there are many well documented cases, both in Australia and overseas, where Excel errors have been the cause of major financial reporting errors. Dedicated applications to assist with the preparation of consolidated financial accounts include standard features and functionality to assist the financial accounting team prepare the accounts with confidence. **Content:** It remains surprising how many ASX-listed organisations still rely on Excel to produce their consolidated financial statements. In 2024 we first wrote about this risk, and the case has only strengthened since then — regulatory scrutiny is tightening, reporting obligations are expanding (particularly around ESG), and the technology options for cloud-based consolidation have never been more capable or cost-effective. If your organisation is still consolidating in spreadsheets, here’s why 2026 is the year to fix that. ## The Regulatory Landscape Has Changed Directors of Australian companies are obligated to exercise due care and diligence under the Corporations Act 2001, including financial reporting responsibilities. Financial statements must adhere to accounting standards and accurately reflect the company’s consolidated financial position. Since our original article, several developments have raised the stakes further: **Mandatory climate disclosure** is now in effect for large Australian entities under the Treasury’s sustainability reporting framework. ESG data — emissions, energy usage, climate risk assessments — needs to be collected, consolidated, and reported with the same rigour as financial data. Try doing that reliably in a spreadsheet across multiple entities and geographies. **ASIC enforcement activity** continues to focus on financial reporting quality. In recent years, ASIC has flagged concerns about the quality of financial statements from ASX-listed companies, with common issues including consolidation errors, impairment testing, and lease accounting. A dedicated consolidation system with built-in validation reduces your exposure to these risks. **IFRS updates** including IFRS 18 (Presentation and Disclosure in Financial Statements), effective from 2027, will require changes to how financial statements are structured and presented. Organisations using dedicated consolidation tools will adapt more easily than those relying on manually maintained spreadsheets. ## The Enduring Problem with Excel The core challenges we identified in 2024 remain unchanged — and they compound as organisations grow: **Multiple general ledger systems** with different charts of accounts need to be extracted, mapped, and consolidated. Every new acquisition, every new subsidiary, every new ERP adds complexity that Excel handles poorly. **Currency conversion** across entities reporting in different currencies requires consistent translation methodologies that dedicated consolidation tools handle natively. **Intercompany eliminations** in Excel have no standard ability to produce mismatch reports or maintain audit trails. In a consolidation application, intercompany matching, elimination journals, and reconciliation are automated and fully auditable. **Data validation and controls** — consolidation applications provide multiple layers of validation that minimise reconciliation issues. Excel simply cannot provide the checks and balances required for confident financial reporting. **Workflow and approvals** — managing the close process across a team of accountants in Excel means distributing files, hoping nobody makes last-minute changes without approval, and manually tracking who has signed off on what. Dedicated tools handle this with structured workflows, certification, and lock-down controls. **Audit trail** — when it comes to accountability, tracking user actions is crucial. Excel provides no native audit trail. This matters enormously when external auditors are reviewing your consolidation process. ## The Cloud Options in 2026 Two years ago, the choice of consolidation platforms was already clear. In 2026, the leading options are more capable than ever: **Oracle FCCS (Financial Consolidation and Close Cloud Service)** is Oracle’s cloud consolidation engine. It handles multi-entity consolidation, intercompany matching and elimination, currency translation, journal adjustments, close task management, supplemental data collection, and audit trails. It integrates natively with Oracle ERP Cloud and connects to other ERPs through the Data Management module. Oracle’s IPM Insights now adds AI-powered anomaly detection during the close process. **OneStream** provides consolidation within its unified CPM platform — the same application also handles planning, reporting, and analytics. OneStream is particularly strong for complex consolidation scenarios: deep ownership hierarchies, partial ownership, joint ventures, and multi-GAAP reporting. SensibleAI capabilities now automate aspects of the close process and flag data quality issues. **NetSuite OneWorld** provides multi-subsidiary consolidation within the NetSuite ERP ecosystem. It’s suitable for mid-market organisations with straightforward consolidation needs, but lacks the depth of FCCS or OneStream for complex statutory reporting. All three are cloud-based, meaning no capital expenditure on infrastructure, no patching cycles, and no IT department overhead for maintenance. ## The Business Case Writes Itself Consider the costs of the Excel approach: the hours your finance team spends each month on manual consolidation, the risk of errors reaching published financial statements, the audit fees associated with manual processes, and the inability to produce consolidation results quickly when the board or market needs them. A dedicated consolidation system typically pays for itself within the first year through reduced audit fees alone. When standard elimination journals and consolidation processes are automated within a dedicated application, external auditors typically require less intensive review compared to auditing spreadsheet-based consolidations. Add to that the time saved in every close cycle, the reduced risk of material misstatement, and the ability to produce ad-hoc consolidated views (by region, by product group, by business unit) on demand — and the return on investment is compelling. ## Don’t Wait for the Next Acquisition One of the most common triggers for implementing a consolidation system is a merger or acquisition. But by that point, you’re under time pressure to integrate a new entity while also trying to stand up a new system. The smarter approach is to implement the consolidation platform before you need it urgently, so when the next acquisition arrives, adding a new entity to the consolidation is a configuration task, not a crisis. As a Financial Controller, CFO, or Director of a major organisation, relying on Excel for consolidated financial reporting is a risk that’s no longer necessary to take. The cloud platforms are proven, the implementation timelines are measured in months (not years), and the cost of inaction grows with every reporting period. ## How J&M Can Help James & Monroe implements financial consolidation solutions across Oracle FCCS, OneStream, and NetSuite. We’ve helped organisations across Australia, New Zealand, Singapore, and India move from spreadsheet-based consolidation to purpose-built cloud platforms — typically in 3 to 6 months. Whether you need help evaluating the right platform, implementing a consolidation system, or optimising an existing deployment, our team has the experience to guide you. **Get in touch:** Visit [jamesandmonroe.com/contact](https://jamesandmonroe.com/contact/) or reach out to your existing J&M account manager. --- ### [AI in Oracle EPM and ERP: What's Real in 2026](https://jamesandmonroe.com/blog/oracle-is-delivering-ai-as-part-of-the-oracle-fusion-cloud-applications-suite-quarterly-updates-and-that-means-exciting-changes-are-in-store-for-oracle-cloud-epm-and-erp/) **Published:** February 17, 2026 **Author:** Richard Philipson **Excerpt:** Oracle is delivering AI as part of the Oracle Fusion Cloud Applications Suite quarterly updates, and that means exciting changes are in store for Oracle Cloud EPM and ERP. **Content:** Two years ago, we shared an early look at how Oracle was embedding generative AI into its Fusion Cloud Applications. At the time, it was mostly vision demos and roadmap slides. A lot has changed since then — AI in EPM and ERP has moved from concept to production, and finance teams across Australia and New Zealand are starting to use it in their day-to-day work. Here’s what’s actually landed, what’s working, and what to watch next. ## What’s Live in Oracle EPM Cloud Today Oracle has been shipping AI capabilities through its monthly EPM Cloud updates. The major features that are now generally available include: **Predictive Planning** uses time-series forecasting to automatically generate projections based on historical data. Finance teams can run Auto Predict to create a statistical baseline forecast, then compare it against their manually prepared plans. This is particularly useful for rolling forecasts — instead of building every month from scratch, the AI generates a starting position that analysts can refine. Organisations using Predictive Planning are reporting meaningful reductions in forecast preparation time. **IPM Insights (Intelligent Performance Management)** analyses planning and consolidation data to detect anomalies, trends, and outliers automatically. Rather than waiting for someone to notice that a particular cost centre is trending 15% above budget, IPM Insights flags it proactively. It’s an early-warning system for finance teams who don’t have time to manually scan every data point. **The Planning Agent** is one of Oracle’s most significant recent additions. It’s a conversational AI assistant embedded within EPM Cloud that can generate predictions, explain forecast variances in natural language, run root-cause analysis, and model what-if scenarios. You can ask it “why did travel expenses increase in Q1?” and it will analyse the underlying data and provide a contextual explanation. This is a genuine step-change in how non-technical finance users interact with planning data. **Narrative Reporting with GenAI** now includes AI-generated commentary. When building management reports or board packs, the system can draft narrative summaries of financial results based on the underlying data — highlighting key movements, variances, and trends. The output is editable, so skilled finance professionals retain full control over the final content. ## What’s Live in Oracle ERP Cloud AI capabilities in Fusion Cloud ERP have expanded significantly: **Intelligent Document Recognition** automates the processing of invoices, receipts, and other financial documents by extracting data from scanned documents and routing them through approval workflows. **AI-Assisted Journal Entries** suggests journal entries based on historical patterns, reducing manual data entry for recurring accruals and adjustments. **Project Planning with AI** helps project managers build dynamic project plans that optimise resources against financial objectives — the demo we shared in 2024 is now a working feature. **Cash Flow Forecasting** uses AI to predict future cash positions based on receivables, payables, and historical cash flow patterns. ## What About OneStream? OneStream has been equally aggressive with AI. Their SensibleAI portfolio now includes: **SensibleAI Forecast** generates automated statistical forecasts using machine learning, running natively within the unified OneStream platform. Customers are reporting planning cycles that are significantly faster with improved forecast accuracy. **SensibleAI Agents** are embedded AI assistants — the Finance Analyst Agent, Operations Analyst Agent, and Search Analyst Agent — that let users query financial and operational data using natural language. These agents now integrate directly with Microsoft Teams and Excel through OneStream’s expanded Microsoft partnership, meaning finance insights surface where teams already work. **SensibleAI Studio** provides a library of 30+ plug-and-play AI routines for anomaly detection, benchmarking, outlier analysis, and more. It’s designed so finance teams can activate AI capabilities without needing data science expertise. ## What’s Actually Working in Practice Across our client base, the AI features that are delivering the most immediate value are: **Predictive Planning for rolling forecasts.** The ability to generate a statistical baseline forecast automatically — then have analysts focus their time on the areas where human judgement adds value — is saving significant time in every forecast cycle. **Anomaly detection during close.** IPM Insights and SensibleAI’s outlier analysis are catching data issues that would previously have made it through to published reports. This is particularly valuable during the time pressure of month-end close. **Natural-language variance analysis.** Both the Oracle Planning Agent and OneStream’s Finance Analyst Agent are genuinely useful for answering ad-hoc questions about financial data without requiring someone to build a report. This is democratising access to finance data in ways that weren’t possible even a year ago. ## What to Watch Next The next wave of AI in EPM will focus on three areas: **Autonomous agents that execute multi-step tasks.** Today’s AI agents answer questions. Tomorrow’s will execute complete workflows — preparing a forecast, identifying anomalies, drafting commentary, and routing it for approval — with minimal human intervention. Both Oracle and OneStream are building toward this. **Cross-application intelligence.** Oracle’s advantage is the breadth of its cloud stack. When EPM AI can draw insights from ERP transactions, HCM workforce data, and SCM supply chain signals simultaneously, the quality of forecasting and planning improves dramatically. **AI governance and auditability.** As AI-generated outputs make their way into statutory reports and board packs, finance teams need audit trails that explain how AI reached its conclusions. Both vendors are investing in explainability and governance frameworks. ## How to Get Started If you’re running Oracle EPM Cloud or OneStream and haven’t activated AI features yet, the good news is that most of these capabilities are included in your existing licence. You don’t need a separate AI procurement — you need a plan to enable and adopt what you already have. At James & Monroe, we’re helping clients across ANZ and Asia activate AI capabilities in their existing EPM environments. The typical engagement starts with identifying the highest-value use cases (usually predictive forecasting and anomaly detection), configuring the features, and training finance users to work with AI-assisted workflows. **Get in touch:** Visit [jamesandmonroe.com/contact](https://jamesandmonroe.com/contact/) to start the conversation. --- ### [Understanding PGP Encryption in OneStream](https://jamesandmonroe.com/blog/understanding-and-applying-pgp-encryption-in-onestream/) **Published:** March 3, 2026 **Author:** Richard Philipson **Excerpt:** Step-by-step guide to implementing PGP encryption in OneStream for secure data transfers. Covers key generation, configuration, and best practices for CPM data security. **Content:** ![Richard Philipson](https://jamesandmonroe.com/wp-content/uploads/2026/03/richard.png) **Richard Philipson** GM Technology Operations PGP encryption in [OneStream](https://jamesandmonroe.com/our-services/onestream/ "OneStream Solutions") is an essential capability for organisations that need to [secure data transfers](https://jamesandmonroe.com/our-services/ "James & Monroe Services") between their CPM platform and external systems. In today’s digital world, privacy is more important than ever. Whether you’re sending an email, storing sensitive files, or communicating securely, encryption plays a vital role. One of the most trusted methods for securing digital communication is PGP encryption—short for Pretty Good Privacy. But what exactly is PGP, and how does it work? ## What Is PGP Encryption? PGP is an encryption program that provides cryptographic privacy and authentication for data communication. It was created by [Phil Zimmermann](https://en.wikipedia.org/wiki/Phil_Zimmermann "Phil Zimmermann") in 1991 and has since become a standard for secure email and file encryption. PGP uses a combination of [symmetric-key encryption](https://en.wikipedia.org/wiki/Symmetric-key_algorithm "Symmetric-key encryption") and [public-key encryption](https://en.wikipedia.org/wiki/Public-key_cryptography "Public-key encryption") to protect data. This hybrid approach makes it both secure and efficient. ## How PGP Encryption Works PGP operates using two types of keys: - Public Key: Shared with others so they can encrypt messages intended for you. - Private Key: Kept secret and used to decrypt messages sent to you. Here’s a simplified breakdown of the process: ### Encryption: The sender uses the recipient’s [public key](https://en.wikipedia.org/wiki/Public-key_cryptography "Public Key Cryptography") to encrypt the message. Only the recipient’s private key can decrypt it. ### Decryption: The recipient uses their private key to decrypt the message. Since only the recipient has the private key, no one else can read the message. ### Digital Signatures: PGP also allows users to digitally sign messages. This verifies the sender’s identity and ensures the message hasn’t been tampered with. [![](https://jamesandmonroe.com/wp-content/uploads/2025/07/pgpdiagram.png)](https://jamesandmonroe.com/wp-content/uploads/2025/07/pgpdiagram.png) --- ## Onestream Sample Code ``` ' ******************************************************************************* ' Name: ' Description: Helper Function to Decrypt/Encrypt a file using the private key ' ' ' ******************************************************************************* Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine ' ******************************************************************************* ' Required Non Standard Libraries ' ******************************************************************************* Imports Didisoft.pgp Imports DidiSoft.Pgp.Exceptions Namespace OneStream.BusinessRule.Extender.PGPDEcrypt Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Testing File for Function Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim inputFileLocation As String = Dim outputFileLocation As String = 'Run the decryption using the Private Key decrypt(si,inputFileLocation,outputFileLocation) 'Run the decryption using the Private Key Encrypt(si,inputFileLocation,outputFileLocation) Catch e As IOException BRApi.ErrorLog.LogMessage(si, " error") End Try Return 1 End Function Public Function Decrypt(ByVal si As SessionInfo, ByVal inputFileLocation As String,ByVal outputFileLocation As String) As Object Try ' create an instance of the library Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim pgp As New PGPLib() Dim PGPKeyFile As String = "my Private key" Dim PGPPassphrase As String = "mypassphrase" Dim PGPKeyLocation As String = "location" & PGPKeyFile BRApi.ErrorLog.LogMessage(si, "Attempting To Decrypt - "& inputFileLocation & " To " & outputFileLocation) pgp.DecryptFile(inputFileLocation , PGPKeyLocation , PGPPassphrase, outputFileLocation) Catch e As IOException BRApi.ErrorLog.LogMessage(si, " Error reading input Or writing output") Catch e As PGPException If TypeOf e Is NonPGPDataException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is Not a valid OpenPGP archive") ElseIf TypeOf e Is IntegrityCheckException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is corrupted") ElseIf TypeOf e Is FileIsPBEEncryptedException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is encrypted With a password but we try To decrypt it With a Private key") ElseIf TypeOf e Is WrongPrivateKeyException Then BRApi.ErrorLog.LogMessage(si, " the encrypted input was encrypted With a different Private key than the provided one") ElseIf TypeOf e Is WrongPasswordException Then BRApi.ErrorLog.LogMessage(si, " the password For the provided Private key Is wrong") Else BRApi.ErrorLog.LogMessage(si, " general decryption Error Not among the above ones ") End If End Try Return 0 End Function Public Function Encrypt(ByVal si As SessionInfo, ByVal inputFileLocation As String,ByVal outputFileLocation As String) As Object Try Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim pgp As New PGPLib() Dim PGPKeyFile As String = "their Public key" Dim asciiArmor As Boolean = FALSE Dim withIntegrityCheck As Boolean = TRUE Dim PGPKeyLocation As String = "location" & PGPKeyFile BRApi.ErrorLog.LogMessage(si, "Attempting To Encrypt - "& inputFileLocation & " To " & outputFileLocation) pgp.EncryptFile(inputFileLocation , PGPKeyLocation , outputFileLocation,asciiArmor,withIntegrityCheck) If System.IO.File.Exists(outputFileLocation) Then ' File exists BRApi.ErrorLog.LogMessage(si, "Encryption Success: " & outputFileLocation) Else BRApi.ErrorLog.LogMessage(si, "Encryption Failure Output File does Not exist") End If Catch e As IOException BRApi.ErrorLog.LogMessage(si, " Error reading input Or writing output") Catch e As PGPException If TypeOf e Is NonPGPDataException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is Not a valid OpenPGP archive") ElseIf TypeOf e Is IntegrityCheckException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is corrupted") ElseIf TypeOf e Is FileIsPBEEncryptedException Then BRApi.ErrorLog.LogMessage(si, " the passed encrypted input Is encrypted With a password but we try To decrypt it With a Private key") ElseIf TypeOf e Is WrongPrivateKeyException Then BRApi.ErrorLog.LogMessage(si, " the encrypted input was encrypted With a different Private key than the provided one") ElseIf TypeOf e Is WrongPasswordException Then BRApi.ErrorLog.LogMessage(si, " the password For the provided Private key Is wrong") Else BRApi.ErrorLog.LogMessage(si, " general decryption Error Not among the above ones ") End If End Try Return 0 End Function End Class End Namespace ``` ### Need Help with OneStream? James & Monroe is a specialist OneStream implementation partner. Whether you need help with PGP encryption configuration, data integration, or a full OneStream deployment, our team can guide you through the process. [Get in Touch](https://jamesandmonroe.com/contact/) --- ### [Oracle Data Integrator Cloud Service (ODICS) - PART 2](https://jamesandmonroe.com/blog/oracle-data-integrator-cloud-service-odics-part-2/) **Published:** November 25, 2025 **Author:** Richard Philipson **Excerpt:** Oracle is one of the prominent leaders in providing comprehensive data integration solutions that includes Oracle Data Integrator Cloud Service (ODICS), Oracle Data Integration Platform Cloud, Oracle Golden Gate, Oracle Enterprise Data Quality, Oracle Enterprise Metadata Management, and Oracle Stream Analytics.  ODICS provides continuous access to timely, reliable and heterogeneous data from both on-site and cloud solutions to support analytical and operational business needs. **Content:** ![Minal Narkhede](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-author-e1775085700448.png) **Minal Narkhede** Consultant, EPM Solutions Oracle Data Integrator Cloud Service (ODICS) is a key component of Oracle’s data integration suite. In [Part 1 of this series](https://jamesandmonroe.com/blog-post/oracle-data-integrator-cloud-service-odics-part-1/), we introduced the fundamentals of ODICS. This second part explores new investment areas and enhancements that expand ODICS capabilities for modern cloud and on-premise environments. Oracle is one of the prominent leaders in providing comprehensive data integration solutions that includes Oracle Data Integrator Cloud Service (ODICS), Oracle Data Integration Platform Cloud, Oracle Golden Gate, Oracle Enterprise Data Quality, Oracle Enterprise Metadata Management, and Oracle Stream Analytics. ODICS provides continuous access to timely, reliable and heterogeneous data from both on-site and cloud solutions to support analytical and operational business needs. New key investment areas ensure Oracle Data Integrator Cloud Services continues to support clients during their business growth and transformation process. ODICS introduces new functionality in the following areas: ## Oracle Object Storage and Oracle Object Storage Classic - Oracle Object Storage and Object Storage Classic provide fast, stable and secure cloud storage and now ODICS will integrate Oracle Cloud Infrastructure (OCI) seamlessly with them. - ODICS comes with a collection of Knowledge Modules (KMs) that can be used to link to Oracle Object Storage and Object Storage Classic in Mappings and Packages to manage files within the local archive or the Hadoop Distributed File System (HDFS). [![ODI Object Storage](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-1-ODI-Object-Storage-1030x504.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-1-ODI-Object-Storage.png)Figure 1 ODI Object Storage ## Autonomous Databases - ODICS now comes with optimized Loading and Integration Knowledge Modules (KMs) that are certified with Oracle Autonomous databases such as: - Oracle Autonomous Data Warehouse Cloud (ADW) - Oracle Autonomous Transaction Processing (ATP) - ODICS works easily with ADW and ATP to achieve better performance in a fully managed environment that is configured for specific workloads by integrating with Autonomous Databases. - Both ADW and ATP use the same set of Knowledge Modules and utilize the updated native integration of Oracle Object Storage and Oracle Object Storage Classic. - Additionally, Oracle Data Integrator users can also use native integration between Oracle Autonomous Data Warehouse and Oracle Object Storage to allow fast data transmission to ADW or ATP and simplify the entire loading process. [![ODI Autonomous Data Warehouse](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-2-ODI-Autonomous-Data-Warehouse.png)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-2-ODI-Autonomous-Data-Warehouse.png)Figure 2 ODI Autonomous Data Warehouse ## Oracle Enterprise Resource Planning (ERP) Cloud - The new release also provides a new Infrastructure and Software Platform for Oracle Enterprise Resource Planning (ERP) Cloud, a suite of cloud apps for accounting, project management, sourcing, risk management, and operations. - ODICS works seamlessly into the Oracle Enterprise Resource Management (ERP) platform which allows companies to incorporate their ERP data into their data warehouses, data marts. The native application also lets ODICS customers load data into Oracle’s ERP Cloud. [![ODICS ERP](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-3-ODICS-ERP-1030x492.jpg)](https://jamesandmonroe.com/wp-content/uploads/2020/05/Figure-3-ODICS-ERP.jpg)Figure 3 ODICS ERP *In the next post, we will discuss more key features such as Oracle Sales Cloud, Oracle Service Cloud, GIT Offline Support, and SAP Delta Extraction.* ### Need Help with Data Integration? James & Monroe specialises in Oracle data integration solutions, including ODICS implementation, migration strategies, and cloud connectivity. Let our experts help you streamline your data flows. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ### [Oracle Data Integrator Cloud Service (ODICS) - PART 1](https://jamesandmonroe.com/blog/oracle-data-integrator-cloud-service-odics-part-1/) **Published:** November 11, 2025 **Author:** Richard Philipson **Excerpt:** Oracle is one of the prominent leaders in providing comprehensive data integration solutions that includes Oracle Data Integrator Cloud Service (ODICS), Oracle Data Integration Platform Cloud, Oracle Golden Gate, Oracle Enterprise Data Quality, Oracle Enterprise Metadata Management, and Oracle Stream Analytics.  ODICS provides continuous access to timely, reliable and heterogeneous data from both on-site and cloud solutions to support analytical and operational business needs. **Content:** ![Minal Narkhede](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-author-e1775085700448.png) **Minal Narkhede** Consultant, EPM Solutions Oracle Data Integrator Cloud Service (ODICS) is a powerful cloud-based data integration platform. In this first part of our two-part series, we introduce the key concepts, architecture, and capabilities of ODICS, including its E-LT approach and big data features. Continue to [Part 2](https://jamesandmonroe.com/blog-post/oracle-data-integrator-cloud-service-odics-part-2/) for new enhancements and integrations. Oracle is one of the prominent leaders in providing comprehensive data integration solutions that includes Oracle Data Integrator Cloud Service (ODICS), Oracle Data Integration Platform Cloud, Oracle Golden Gate, Oracle Enterprise Data Quality, Oracle Enterprise Metadata Management, and Oracle Stream Analytics. ODICS provides continuous access to timely, reliable and heterogeneous data from both on-site and cloud solutions to support analytical and operational business needs. ## ODICS Overview - ODICS provides high-performance data transformation capabilities with its transparent E-LT architecture and extended support for cloud and big data applications. - ODICS supports all the features included in Oracle Data Integrator Enterprise Edition within its’ heterogeneous cloud service. - ODICS provides an easy-to-use interface to improve productivity, reduce development costs and decrease the total cost of ownership. - Oracle Data Integrator Cloud Platform is fully integrated with Oracle Process as a Service (PaaS) platform, such as Oracle Database Cloud Service, Oracle Database Exadata Cloud Service and/or Oracle Big Data Cloud Service to deliver data needs. - ODICS can work with third-party systems as well as Oracle solutions as shown in the below screenshot. [![ODI On-Premises Integration with Cloud Services](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-1.png)](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-1.png)ODI On-Premises Integration with Cloud Services ## Cloud E-LT Architecture for High Performance vs Traditional ETL Approach - Traditional ETL software is based on proprietary engines that execute row by row data transformations, thus limiting performance. - We can execute data transformations on the target server by implementing an E-LT architecture based on your existing RDBMS engines and SQL. - The E-LT architecture gathers data from different sources, loads into the target and performs transformations using the database power. - While utilizing existing environment data infrastructures, Oracle Data Integrator delivers flexibility by using target server for data transformations thereby minimizing network traffic. - The new E-LT architecture ensures the highest performance possible. [![ODICS ELT vs ETL Architecture Differences](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-2.png)](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-2.png)*ODICS ELT vs ETL Architecture Differences* ## Oracle Data Integrator Architecture Components The Oracle Data Integrator (ODI) architecture components include the below feature sets. **ODI SDK**Java-based API for run time and scheduling Operations.**ODI Studio**Designers’ studio to manage connections, interface designs, development, and automation including scheduling.**ODI Standalone Agent**It can be configured in a standalone domain and managed by WebLogic Management Framework.**ODI J2EE:**This is the Java EE agent based on the Java EE framework that runs on a WebLogic domain a Managed Server configured in a WebLogic domain. This feature set only comes with Enterprise Installation.**ODI Standalone Agent Template**Domain files that are required when Oracle WebLogic Server is not handling your Oracle Data Integrator installation. This feature set is accessible only with the type of Standalone Install.**ODI Console**As an alternative to certain features of ODI Studio, we can access the web-based console available to assigned users.**FMW Upgrade**This is the upgrade assistant used to upgrade the Oracle Data Integrator version from 11g to 12c.**Repository Creation Utility**The Repository Creation Utility (RCU) is used to create database schemas and included with the Standalone Installation type. Enterprise Installation does not include RCU but RCU is included with the installation of Oracle Fusion Middleware infrastructure distribution.[![ODICS Architecture](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-3.png)](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-3.png)*ODICS Architecture* ## New and Enhanced Big Data and Cloud Features within ODICS ODICS continues to evolve with technological advancements for Big Data and Cloud Knowledge Modules for better transformations. #### **Big Data Features:** - **Spark Knowledge Modules (KM) Improvement:** The emphasis was on producing high-performance, and easy-to-read code (Spark) instead of handwritten scripts. Spark KMs now leverage the latest features such as Dataframes from Apache Spark 2.x to speed up the ODI processes. - **Spark KMs support in Knowledge Module Editor:** The Spark KMs are now fully supported and can be customized as per specific needs. - **Hadoop Complex Types Enhancements:** ODI enhances its support capability to Apache HDFS and Kafka Architecture. - **Big Data Configuration Wizard:** The Big Data Configuration Wizard is now updated with new templates for the current Cloudera distribution. [![Spark KMs In Knowledge Module Editor](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-4.png)](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-4.png)*Spark KMs In Knowledge Module Editor* #### **Cloud Features:** - **RESTful Service Support:** ODICS can invoke RESTful Service in Topology configurations that include RESTful Service connectivity, resource URI, methods, and parameters. - **Business Intelligence Cloud Service (BICS) Knowledge Modules:** BICS is now supported out of the box in ODICS. - Connectivity with Salesforce:** ODICS is fully certified with Salesforce.com and now includes a JDBC driver for this technology out of the box. [![ODI Integration With Salesforce](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-5.png)](https://jamesandmonroe.com/wp-content/uploads/2020/03/odics-5.png)*ODI Integration With Salesforce* *In the next part, we will focus on more key feature highlights within ODICS.* ### Need Help with Data Integration? James & Monroe specialises in Oracle data integration solutions, including ODICS implementation, cloud migration, and ETL strategy. Let our experts help you build robust data pipelines. [Get in Touch](https://jamesandmonroe.com/contact-us/) --- ## Press Releases ### [SEEK deploy Oracle EPM cloud](https://jamesandmonroe.com/news/press-releases/seek-deploy-oracle-epm-cloud/) **Published:** September 6, 2024 **Author:** Richard Philipson **Excerpt:** J&M’s solution provided SEEK with a unified, efficient, and scalable budgeting and planning system. The centralized data and streamlined processes enhanced user experience, reduced operational costs, and improved overall reporting accuracy and efficiency, enabling SEEK to better manage their global operations **Content:** ## The centralized data and streamlined processes enhanced user experience, reduced operational costs, and improved overall reporting accuracy and efficiency, enabling SEEK to better manage their global operations. Australia, September 6, 2024 —- **Name of organisation** - **SaaS Products** - **No of Users** - SEEK Limited - Oracle EPM Planning - 140 users – Distributed globally --- ### **Company Overview** SEEK, a market leader in online employment marketplaces, has been helping people live more fulfilling and productive working lives and assisting organizations in achieving success for over 25 years. Headquartered in Melbourne, Victoria, and listed on the ASX, SEEK operates across Australia, New Zealand, Hong Kong, Indonesia, Malaysia, the Philippines, Singapore, and Thailand, with minority investments in China, South Korea, and other countries. Leveraging unique data and technology, SEEK creates innovative solutions and insights into the future of work while ensuring the ethical use and protection of customer data. The company employs over 3,300 people across its regions. SEEK has been recognized as one of Australia’s Top Ten Places to Work in Technology by the AFR BOSS Best Places to Work awards for four consecutive years (2021-2024) and was named a 5-Star Employer of Choice by HRD Asia in 2024. Additionally, SEEK won four accolades at TalentCorp’s Life at Work Awards in Malaysia in 2023. ### **Problem Definition** SEEK, a global organization, was in the midst of a system upgrade, implementing the Workday ERP solution while using Anaplan for their planning and reporting needs. As part of this upgrade, they faced significant challenges, particularly falling behind in implementing their new reporting application. The company sought to streamline its budgeting and planning processes to ensure consistency and efficiency across all global regions. They aimed to unify finance reporting, workforce planning, and project planning under a single, cohesive process. The existing setup, characterised by disparate processes for similar outputs, resulted in high costs and inefficiencies. SEEK needed a solution that could integrate their Financials(Opex), Revenue, Project, and Workforce processes to reduce costs and improve process adherence across their global operations. Recognising these needs, SEEK selected J&M’s services to implement a comprehensive solution that would address these challenges and optimize their planning and budgeting processes. ### **Services Provided** SEEK engaged J&M to implement Oracle EPM (Enterprise Performance Management) Solution to replace their existing system for their budgeting & planning, and reporting needs. J&M worked closely with SEEK’s team from Australia and Asia in implementing Financial, Revenue, Project and Workforce processes. The relatively quick implementation was achieved by leveraging J&M’s extensive knowledge of the Oracle EPBCS implementations and deep understanding of industry-wide processes. ### **Solution** To address SEEK’s challenges and streamline their budgeting and planning processes, J&M implemented a comprehensive solution that significantly enhanced user experience and operational efficiency. The application empowered SEEK to plan their Profit and Loss (P&L) at a detailed level, while the Workforce and Project Modules enabled comprehensive compensation planning either by individual employees or by positions. This flexibility allowed regions to choose between employee-based or position-based planning, or to use a combination of both as needed. The robust application supported SEEK in budgeting and forecasting on a monthly, quarterly, or half-yearly basis, providing the necessary granularity and adaptability for precise financial management. The user experience was greatly improved with the adoption of Oracle SmartView, an Excel-based add-in that provided a familiar and intuitive interface for users. Additionally, the implementation of Tasklists enabled users to manage and complete their tasks more efficiently, fostering better workflow and productivity. By consolidating Actuals and Planning data into a single cube, alongside Group Planning data within the same database, all necessary information was centralized. This consolidation not only facilitated easier reporting but also significantly reduced the time and effort required to source data from disparate systems during reporting cycles. The unified business logic for financials and workforce planning across regions ensured consistency and accuracy in the planning and reporting processes. Moreover, J&M ensured that the project was completed within the timeframe that SEEK management required, aligning with the overall ERP implementation timeline. This timely completion helped minimize disruptions and allowed SEEK to achieve their system upgrade goals efficiently. In summary, J&M’s solution provided SEEK with a unified, efficient, and scalable budgeting and planning system. The centralized data and streamlined processes enhanced user experience, reduced operational costs, and improved overall reporting accuracy and efficiency, enabling SEEK to better manage their global operations. [![](https://jamesandmonroe.com/wp-content/uploads/2024/09/Seek.png)](https://jamesandmonroe.com/wp-content/uploads/2024/09/Seek.png) About James & Monroe J&M is an Oracle FMIS (ERP, EPM and BI) and Onestream consultancy firm across Australia, New Zealand, Singapore, and India. J&M’s focus is on the integration of traditional commercial skills with information technology application knowledge to drive outcomes-based solutions. Our team has experience and very technical based skills across the FMIS ERP, EPM/CPM and BI Cloud applications, ensuring we can fully understand the requirements and processes of FMIS and the associated risks and issues that can occur. Our Oracle team has worked extensively with a cross-section of customers from small to large multinationals with varying complexities related to business requirements. J&M look to build long term partnerships with our clients and this is reflected in our approach to both implementation projects and support. Client’s staff are encouraged to be actively involved projects – from the initial design through to post-delivery support and training. J&M then continue to work with clients, post-implementation, to help them maximise the value of their investment. www.jamesandmonroe.com \### Damian Timms dtimms@jamesandmonroe.com --- ### [J&M helps EPA improve compliance by helping enforce policies, enabling audits, and analysing expense trends in Oracle Fusion ERP.](https://jamesandmonroe.com/news/press-releases/jm-helps-epa-improve-compliance-by-helping-enforce-policies-enabling-audits-and-analysing-expense-trends-in-oracle-fusion-erp/) **Published:** June 25, 2024 **Author:** Richard Philipson **Excerpt:** EPA chose James & Monroe as their partner to support their Oracle ERP and EPM implementations and to help them continually drive value from this investment. Learn how J&M can help you and your team get the best value from your Oracle ERP and EPM investments. **Content:** ## Direct Credit Card Integration for corporate card expenses into the ERP Cloud Expenses module. #### ***Business challenge*** Environmental Protection Authority (EPA) has been using Oracle ERP & EPM Cloud for six plus years. The employees were using a basic solution provide by the card issuer to code their credit card expenses, and the Finance team would then have to manually reconcile these entries into ERP each month. #### ***Solution*** *To integrate the corporate card expenses from the card issuer into the ERP Cloud Expenses module to improve compliance by helping enforce policies, enabling audits, and analysing expense trends.* Oracle Fusion Expense provides functionality to seamlessly connect car Issuers. The Oracle Fusion Expense module has the flexibility to track the records Transaction-wise, Card-wise, or Processed File-wise. The Corporate Card Dashboard is the one place where you will find all the tracking or monitoring records, validation error details, activation, and Inactivation of cards, and Assigned or Unassigned cards. By accessing the dashboard Card Administrators track all errors and take action accordingly. #### ***Result*** Employees no longer have to enter credit card expenses in a different system to their cash expenses, but instead they use the Oracle Expenses for all their work expenses. This single module now provides EPA with increased employee productivity and greater control over cost management, allowing managers to quickly obtain key information required to audit or approve expense reports. Employees can now easily submit their expenses through online or mobile entry. #### ***About the customer*** *Environmental Protection Agency (EPA) are the New Zealand government agency responsible for regulating activities that affect Aotearoa New Zealand’s environment, they balance social, economic, safety, and environmental factors in everything we do making sure Aotearoa New Zealand is meeting its international obligations around environmental protection.EPA chose James & Monroe as their partner to support their Oracle ERP and EPM implementations and to help them continually drive value from this investment. Learn how J&M can help you and your team get the best value from your Oracle ERP and EPM investments.* About James & Monroe J&M is an Oracle FMIS (ERP, EPM and BI) and Onestream consultancy firm across Australia, New Zealand, Singapore, and India. J&M’s focus is on the integration of traditional commercial skills with information technology application knowledge to drive outcomes-based solutions. Our team has experience and very technical based skills across the FMIS ERP, EPM/CPM and BI Cloud applications, ensuring we can fully understand the requirements and processes of FMIS and the associated risks and issues that can occur. Our Oracle team has worked extensively with a cross-section of customers from small to large multinationals with varying complexities related to business requirements. J&M look to build long term partnerships with our clients and this is reflected in our approach to both implementation projects and support. Client’s staff are encouraged to be actively involved projects – from the initial design through to post-delivery support and training. J&M then continue to work with clients, post-implementation, to help them maximise the value of their investment. www.jamesandmonroe.com \### Damian Timms dtimms@jamesandmonroe.com --- ### [Lion transitions smoothly from Hyperion to Oracle Cloud EPM](https://jamesandmonroe.com/news/press-releases/lion-transitions-smoothly-from-hyperion-to-oracle-cloud-epm/) **Published:** May 30, 2022 **Author:** usr_jamstaging **Excerpt:** One of Oceania’s largest adult beverage companies adopts Oracle Cloud EPM in a big-bang, virtual approach, with integration to SAP on-premises ERP. **Content:** ## One of Oceania’s largest adult beverage companies adopts Oracle Cloud EPM in a big-bang, virtual approach, with integration to SAP on-premises ERP. May 30, 2022 —> “The move from Hyperion to Oracle Cloud EPM was so smooth that we were able to close our books as fast as we had before, in just a day and a half, and with no disruption or loss of data integrity and quality. The embedded best practices for planning, financial close, and enterprise data management make our lives easier, helping us to continuously simplify our processes and free up time to really think about how we can help our business partners improve our customers’ experience.”—Swaroop Khekale, Enterprise Planning Leader, Lion Pty, Ltd. ### Business Challenges Lion manages many of Australia’s and New Zealand’s most beloved beer and adult beverage brands, some of which are over 100 years old. The company’s more than 5,000 employees take this stewardship to heart, with a commitment to championing sustainability and the well-being of their customers. Lion’s leadership must continuously fine-tune the company’s product offerings, business processes, sustainability practices, and sociability commitments to align with consumer preferences within its rapidly evolving markets. This need to remain agile prompted leadership at Lion to embark on a massive finance transformation project in 2016. During that time, the finance and IT teams sought to simplify finance and operations wherever possible. This included reducing the company’s number of legal entities from 300 to 50 and adopting a single chart of accounts. In 2020, Oracle’s Cloud was selected to establish a next-generation cloud platform for financial performance and data management activities that would replace Oracle Hyperion, which had not been upgraded in years and had, consequently, become highly configured. The motivations for this move were to reduce system maintenance costs, eliminate custom configuration and take advantage of new capabilities as soon as they are released. Also, of significant importance was the need to make sure financial management data was perfectly synchronized with core information from the company’s SAP on-premises ERP to ensure data quality and integrity. Once Oracle Cloud EPM was selected, the project team was faced with the challenge of implementing the solution virtually, due to the pandemic, in a big-bang approach across multiple areas of finance. ### Results Lion’s finance and Enterprise Services teamed with third-party consultants James & Monroe and Oracle Development, creating a highly effective partnership that worked in harmony to go live across planning, financial close, and enterprise data management, on time, at the end of August 2020. The project’s immediate success was evidenced by the fact that the month-end and quarterly books were closed that month as fast as before, not missing a beat. By moving to cloud, the costs of purchasing and maintaining servers were eliminated, along with the time and expense associated with maintaining the hundreds of personalised configurations that had accumulated over the last five years within their outdated Oracle Hyperion Financial Management solution. System calculation time has been reduced by an astonishing 93%. Familiarity with Oracle’s Hyperion Financial Management helped facilitate effective change management in the cloud, as Lion’s finance and Enterprise Services staff were able to establish a reliable self-service model for end users. Employing Oracle’s universal adapters, the integrations between Lion’s SAP ERP system and Oracle Cloud EPM were established without disruption. Oracle Enterprise Data Management provided data enrichment and integrity capabilities to establish unison between the Oracle and SAP solutions. As a result, end users immediately trusted the data they were seeing. By adopting the best practices in Oracle Cloud EPM, and with innovation delivered in monthly updates, finance and IT have not broken their stride in their commitment to continuous process improvement. The aggregate impact of all these results is that staff is now freed-up and empowered to spend more time and mindshare on consumer behavior analysis. For example, there has been a long-term shift from beer to wine by Australians, exacerbated by the decline in draught beer sales due to COVID-19 restrictions on restaurants and breweries. Lion’s finance team now has better tools to analyse the impact of such a trend, enabling them to provide enhanced guidance to operations. ### Why They Chose Oracle Lion’s selection team considered enterprise performance management offerings from SAP, Anaplan, and Workday Adaptive Planning. Oracle Cloud EPM was selected by the virtue of being the only complete suite, which made it easier for a big-bang deployment approach and the related change management. Since continuous process improvement is part of the DNA at Lion, a lift-and-shift from on-premises to cloud was not acceptable. The best practices in Oracle Cloud EPM enabled the organization to immediately automate manual processes, which had been established over time, while also not losing momentum for their transformational efforts. Additionally, users’ existing comfortability with the frameworks within Oracle Hyperion Financial Management served to accelerate adoption and facilitate change management. > “In the very first month after our go-live, my key stakeholders told me that they have absolute trust in the numbers we are providing them. They’re not fighting over whether the data is right or not. That was really heartening and very satisfying to get that kind of feedback.” —Swaroop Khekale, Enterprise Planning Leader, Lion. About James & Monroe J&M is an Oracle FMIS (ERP, EPM and BI) and Onestream consultancy firm across Australia, New Zealand, Singapore, and India. J&M’s focus is on the integration of traditional commercial skills with information technology application knowledge to drive outcomes-based solutions. Our team has experience and very technical based skills across the FMIS ERP, EPM/CPM and BI Cloud applications, ensuring we can fully understand the requirements and processes of FMIS and the associated risks and issues that can occur. Our Oracle team has worked extensively with a cross-section of customers from small to large multinationals with varying complexities related to business requirements. J&M look to build long term partnerships with our clients and this is reflected in our approach to both implementation projects and support. Client’s staff are encouraged to be actively involved projects – from the initial design through to post-delivery support and training. J&M then continue to work with clients, post-implementation, to help them maximise the value of their investment. www.jamesandmonroe.com \### Damian Timms dtimms@jamesandmonroe.com --- ### [James & Monroe Becomes Latest OneStream Software Implementation Partner](https://jamesandmonroe.com/news/press-releases/james-monroe-becomes-latest-onestream-software-implementation-partner/) **Published:** December 2, 2019 **Author:** Richard Philipson **Excerpt:** OneStream Software today announced a strategic partnership with James & Monroe to transform Corporate Performance Management (CPM) processes for sophisticated organizations around the globe. This new partnership will provide industry-leading software and implementation expertise while driving efficiency in the Office of Finance. **Content:** Industry leader and OneStream partner brings deep domain expertise and extensive implementation experience to the Office of Finance OneStream Software today announced a strategic partnership with James & Monroe to transform Corporate Performance Management (CPM) processes for sophisticated organizations around the globe. This new partnership will provide industry-leading software and implementation expertise while driving efficiency in the Office of Finance. OneStream provides a unified, SmartCPM™ platform that simplifies and aligns financial consolidation, planning, reporting, analytics and financial data quality. OneStream eliminates the risk and complexity of data integration, validation and reconciliation between multiple products, applications or modules, and makes non-integrated CPM suites are a thing of the past. > *“Partnering with OneStream is a great step for James & Monroe to further develop and strengthen our CPM offerings. OneStream’s modern software will significantly complement our capabilities in delivering robust, rapid and scalable results to our clients. We look forward to contributing to OneStream’s growing customer base,*” commented Damian Timms, director, James & Monroe. > “*We are thrilled to announce our partnership with James & Monroe and extend our presence around the globe*,” said Craig Colby, chief revenue officer of OneStream Software. “*Each OneStream partner undergoes rigorous training to ensure full compliance with our mission of 100 percent customer success. We believe that a strategic partnership with James & Monroe is ideal for the evolving needs of our customers on a global scale and together we will provide our shared customers with a SmartCPM solution that eliminates inefficiencies and allows them to Get Back to Business.*” **About OneStream Software** OneStream Software provides a market-leading CPM solution that unifies and simplifies financial consolidation, planning, reporting, analytics and financial data quality for sophisticated organizations. Deployed via the cloud or on-premise, OneStream’s unified platform enables organizations to modernize Finance, replace multiple legacy applications, and reduce the total cost of ownership of financial systems. OneStream unleashes Finance teams to spend less time on data integration and system maintenance – and more time focusing on driving business performance. The OneStream XF MarketPlace features over 50 downloadable solutions that allow customers to easily extend the value of their CPM platform to meet the changing needs of Finance and Operations ![](https://jamesandmonroe.com/wp-content/uploads/2019/12/OnestreamLogo-300x157.jpg) About James & Monroe J&M is an Oracle FMIS (ERP, EPM and BI) and Onestream consultancy firm across Australia, New Zealand, Singapore, and India. J&M’s focus is on the integration of traditional commercial skills with information technology application knowledge to drive outcomes-based solutions. Our team has experience and very technical based skills across the FMIS ERP, EPM/CPM and BI Cloud applications, ensuring we can fully understand the requirements and processes of FMIS and the associated risks and issues that can occur. Our Oracle team has worked extensively with a cross-section of customers from small to large multinationals with varying complexities related to business requirements. J&M look to build long term partnerships with our clients and this is reflected in our approach to both implementation projects and support. Client’s staff are encouraged to be actively involved projects – from the initial design through to post-delivery support and training. J&M then continue to work with clients, post-implementation, to help them maximise the value of their investment. www.jamesandmonroe.com \### Damian Timms dtimms@jamesandmonroe.com --- ## Article Topics ### [OneStream](https://jamesandmonroe.com/insights/articles/topic/onestream/) --- ### [Oracle EPM](https://jamesandmonroe.com/insights/articles/topic/oracle-epm/) --- ### [Industry Trends](https://jamesandmonroe.com/insights/articles/topic/industry-trends/) ---