Case Studies

Engagements led by the consultants who delivered them

Four Oracle EPM programs, four consultants, four outcomes finance teams can measure — from FCCS consolidation to a four-country Oracle Cloud rollout.

Case Study · Oracle EPM Practice

Oracle FCCS Consolidation & Statutory Reporting Solution

Client
Investment Management Company (name withheld)
Engagement
Implementation & Hypercare Support
Duration
1 Year
Technology
Oracle FCCS, Data Management

The Challenge

An investment management company needed a reliable, well-controlled consolidation and statutory reporting process. Notes to Account preparation, management report packs and consolidation adjustments were demanding and time-consuming to keep accurate and audit-ready across reporting cycles, with limited standardization in how data was mapped and validated.

The Solution

  • Metadata design — built to support consolidation, Notes to Account and reporting requirements.
  • Data forms and data mappings — for Notes to Account, management packs and statutory report packs.
  • Configurable consolidation rules — including custom member formulas for Notes to Account.
  • Validation and review cycles — CRP, KUT and UAT sessions to confirm the design met business needs.

Consultant Contribution

Anish Bagui, as Senior Consultant, contributed to the design and build of the solution — developing metadata, data forms and data mappings for Notes to Account and the management and statutory report packs, and building configurable consolidation rules and custom member formulas. He conducted CRP, KUT and UAT sessions with the business, prepared project documentation, and continued supporting the client through Hypercare after go-live.

The Outcome

  • Consolidation, Notes to Account and statutory/management reporting standardized on Oracle FCCS.
  • Configurable consolidation rules gave a consistent, repeatable close and reporting process.
  • Business users validated the solution through CRP, KUT and UAT ahead of go-live.
  • Support continued through Hypercare, with Anish retained on the account for post-go-live stabilization.

Anish and the team got our consolidation process sorted out fast. Notes to Account used to eat up days every close — now it's a lot more straightforward, and we know the numbers tie out. He was easy to work with through UAT and stuck around for us during Hypercare whenever we ran into issues.

Investment Management Company, UAE

Case Study · Oracle EPM Practice

Oracle EPBCS Budget Transfer Solution

Client
Aviation, Aerospace & Defence Group
Engagement
Implementation
Duration
1+ Year
Technology
Oracle EPBCS, Oracle Fusion GL

The Challenge

A group operating in the aviation, aerospace and defense sector needed a controlled, flexible way to manage budget transfers across departments, accounts, projects and sub-accounts. Manual handling offered little visibility, no consistent approval trail, and no reliable link back to the General Ledger. Multi-year funding adjustments added further complexity.

The Solution

  • Flexible transfers — within a single department or across departments, spanning accounts, projects and sub-accounts.
  • Multi-year funding — additional funds managed across financial years to match departmental requirements.
  • Budgetary control — validation rules, writeback and encumbrance creation aligned to Oracle Fusion GL.
  • Approval workflow — requests routed to the correct approval groups with automated email notification.

Consultant Contribution

Ankan Ghosh contributed to the design, build and stabilization of the solution — translating business requirements into EPBCS functionality, developing the transfer calculation logic, implementing budgetary writeback and encumbrance creation, automating the approval and notification flow, and leading testing, issue resolution and post go-live support.

The Outcome

  • Budget transfer standardized and automated across the organization, replacing manual effort.
  • Stronger control and visibility over budget movements, with writeback integrated to Oracle Fusion GL.
  • Approvals routed and notified automatically, removing manual follow-up.
  • Engagement extended for continued support, and a further project awarded to Datasolix.

The team understood our budgeting process quickly and delivered a transfer solution that gave us the control and visibility we were missing. Approvals now move on their own, and our budget data ties back cleanly to the General Ledger. We were comfortable extending the engagement on the strength of that delivery.

Leading aviation technology & air navigation services group, Saudi Arabia

Case Study · Oracle EPM Practice

A Unified Oracle Cloud Backbone

Client
Global Dairy & Nutrition Manufacturer
Engagement
Multi-pillar Oracle Cloud Implementation
Duration
11 months to go-live
Technology
Oracle ERP, EPM & SCM Cloud

The Challenge

A multinational dairy and infant nutrition manufacturer had outgrown its systems. Back-office and front-office processes ran on ageing applications, manual steps and spreadsheets that no longer reconciled, and a recently acquired entity had to be brought onto common processes with controlled data access. With users across four countries and travel restricted, every workshop, design decision, test cycle and cutover had to run remotely.

The Solution

  • Standard-first configuration — core requirements met with out-of-the-box functionality and zero customisation, keeping the environment upgrade-safe.
  • Integrated operations — finance, procurement, order management and supply chain execution running on shared master data, with logistics connected end to end.
  • Partner ecosystem integration — automated interfaces to suppliers, retailers and third-party logistics providers, built from a library of reusable components.
  • Single source for analytics — one trusted data foundation for reporting, plus single sign-on across the full application estate.

Consultant Contribution

Rizu Biswas contributed on the Oracle EPM Cloud workstream — Planning model design, forms and calculation logic, integration to ERP Cloud, UAT, cutover and post go-live support — within the fully remote, four-region delivery model.

The Outcome

  • Go-live in 11 months across multiple ERP, EPM and SCM Cloud modules, delivered entirely remotely.
  • Four regions standardised on one global operating model and a single integrated system of record.
  • Partner transactions automated across the order-to-delivery chain, reducing cycle times in invoice approval, procure-to-pay and delivery.
  • Zero customisation, protecting the ability to adopt future Oracle releases, with new retailers and acquired entities onboarded faster through reusable integration components.

We needed one system our teams in four countries could all work from, without disrupting a fast-growing business. Working remotely throughout, we went live in 11 months on a platform that now runs finance and supply chain end to end.

Global Dairy & Nutrition Manufacturer, New Zealand

Case Study · Oracle EPM Practice

Legacy-to-Cloud Reporting Transformation

Client
Real Estate Giant, UAE
Engagement
Narrative Reporting Implementation
Duration
9 Months
Technology
Oracle EPM Narrative Reporting, EPBCS, BI

The Challenge

A major UAE real estate group was running financial reporting on manual and legacy processes. Report formats were inconsistent across the business, delivery was slow, and integrating complex financial data from multiple sources was a recurring obstacle. The group also needed secure, role-based access to reporting as it moved off its legacy environment.

The Solution

  • Standardized reporting packages — consistent monthly, quarterly and annual templates and layouts, replacing ad hoc formats.
  • Automated dashboards and commentary — KPI dashboards and narrative commentary automated to speed management insight.
  • User-friendly financial reports — reports built for finance and business stakeholders, including refreshable Excel reporting.
  • Integration and secure access — data integration across sources, Oracle BI dashboards, and role-based security to control reporting access.

Consultant Contribution

Swarnava Ghosh led report development and automation on the engagement — building the standardized report packages and KPI dashboards, enabling narrative commentary, supporting Oracle BI and Financial Reporting, and developing refreshable Excel reporting, alongside data integration and role-based security configuration.

The Outcome

  • 40% improvement in overall reporting efficiency.
  • 25% improvement in financial report delivery time.
  • Standardized monthly, quarterly and annual reporting packages across the business.
  • Faster management insight through automated KPI dashboards and narrative commentary.
  • Improved accuracy and data visibility, with secure role-based access after migrating off legacy environments.

Our reporting was slow, manual and inconsistent. We now issue standardized packages on a predictable cycle, with dashboards and commentary that give leadership a clear picture far earlier in the month.

Leading Real Estate Giant, UAE

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