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.
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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.
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
- Reporting Review — We map the current reports, their audiences, and the gaps.
- Design — We design the reports, dashboards, or forecast models against those needs.
- Build — We build in Narrative Reporting, Management Reporting, the chosen BI tool, or SensibleAI.
- Validation — We reconcile reports and dashboards against source numbers before sign-off.
- 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.