Planning Implementation
Build budgeting, forecasting, driver-based planning, and reporting processes that fit your operating model.
- Annual budget setup
- Rolling forecast models
- Scenario and what-if planning
Oracle EPM Specialists
Simplify planning, forecasting, and enterprise data management.
SheetInfo.com helps finance teams design practical Oracle EPM solutions for Planning, Forecasting, and EDMCS so data stays aligned and decision-making moves faster.
Services
Focused EPM consulting for finance transformation.
We keep delivery simple and business-led, helping teams move from spreadsheet-heavy processes to a reliable Oracle EPM environment.
EDMCS Design
Set up structured metadata governance so changes are approved, traceable, and synchronized across systems.
- Hierarchy management
- Request workflows
- Governed data changes
Optimization & Support
Improve existing applications with better calculations, user experience, automation, and admin support.
- Application health checks
- Performance tuning
- Training and knowledge transfer
Migration Services
Move from on-premise Hyperion to Oracle EPM Cloud with confidence.
We support migration programs for organizations moving from legacy on-premise applications into a cleaner, modern Oracle EPM Cloud landscape with stronger governance and easier administration.
Essbase to EPM Cloud
Help modernize standalone or legacy Essbase environments into connected cloud planning and reporting solutions.
- Cube and metadata assessment
- Business rule and calc review
- Cloud-ready redesign guidance
Hyperion Planning to Planning
Migrate planning applications from on-prem Hyperion Planning to Oracle EPM Cloud Planning with a practical rollout approach.
- Form and workflow migration analysis
- Security and dimension alignment
- Testing, validation, and cutover support
DRM to EDMCS
Transition from Oracle DRM to EDMCS with governed requests, approvals, and better metadata transparency across systems.
- Hierarchy and property mapping
- Request workflow setup
- Ongoing governance model design
Solution Focus
Where we typically help.
Our consulting approach is centered on practical finance outcomes, not oversized programs. We focus on the workflows that matter most to planning teams and data stewards.
Budgeting & Reforecasting
Support finance cycles with driver-based planning, assumptions management, and clearer forecasting visibility.
Metadata Governance
Use EDMCS to control account, entity, and organizational changes with auditability and review steps.
Cross-System Alignment
Keep planning structures aligned between EPM, ERP, and reporting landscapes to reduce manual cleanup.
Migration Roadmaps
Define a clear transition path from Essbase, Hyperion Planning, and DRM into Planning and EDMCS in the cloud.
Approach
A simple delivery model.
We work in clear phases so stakeholders know what is being designed, delivered, and handed over.
Assess
Review current planning processes, pain points, and target-state requirements.
Design
Create a right-sized solution for Planning, Forecasting, and EDMCS governance workflows.
Deliver
Configure, test, and validate the application with business users before go-live.
Support
Provide post-go-live support, enhancements, and user enablement as the process matures.
Why Modern EPM
Practical ideas that guide successful finance transformation.
Modern EPM programs create value when planning, scenario modeling, data governance, and cloud modernization are connected to real business decisions.
Connected enterprise planning
Leading organizations are moving away from siloed planning toward a connected model that links finance, operations, and business functions. That creates better visibility and supports faster, more confident decisions.
Finance strategy built for change
Finance leaders need flexible models that can respond to acquisitions, cost pressures, and shifting priorities. Cloud-based planning helps teams adapt quickly without relying on slow manual processes.
Scenario planning beyond uncertainty
Scenario planning gives CFO teams a structured way to compare assumptions, evaluate risk, and test responses before business conditions change. It turns forecasting into an active decision tool.
IT as a business partner
A strong EPM platform helps IT and finance work together by improving transparency, standardizing data, and making shared services more effective across planning and reporting processes.
Move Hyperion to the cloud
Organizations still running on-premise Hyperion applications can improve agility by moving to Oracle EPM Cloud Planning, where administration is simpler and enhancement cycles are easier to manage.
Modernize DRM with EDMCS
Moving from DRM to EDMCS helps teams govern metadata changes with approvals, traceability, and better alignment across ERP, planning, and reporting structures.
Let’s Talk
Need help with Oracle EPM Planning, EDMCS, or migration to cloud?
Share your current challenges and we can discuss a simple engagement approach for implementation, migration, enhancement, or ongoing support.