SERVICES
Specialist consulting, implementation, and support services for Oracle EPM, OneStream, and ERP platforms.
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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 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, 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
- 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.