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Services / EPM Cloud Health Check

Know exactly where your Oracle EPM Cloud platform stands.

The EPM Cloud Health Check is a fixed-price review of your Oracle Cloud EPM platform, led by Neil Perejma. You receive written findings and a prioritized roadmap your team owns, so decisions about the next budget cycle, close, or upgrade rest on facts.

One price, agreed up front, for a clear picture of your platform.

Price
$9,500 CAD
fixed, for the outcome
Turnaround
Quick
scheduled around your calendar
You receive
Findings and roadmap
written, and yours to keep
Led by
Neil Perejma
senior Oracle EPM practitioner

Signs it’s time for a Health Check

  • It has been a year or more since go-live, and the platform hasn't been reviewed since.
  • Month-end close, forecasts, or calculations are slower than they used to be.
  • Jobs, data loads, or integrations fail from time to time, and the cause isn't clear.
  • The platform was built by a previous partner, and your team isn't certain what was put in place.
  • Documentation no longer reflects how the application works today.
  • There's no sustainment plan for keeping the platform current through Oracle's monthly updates.
  • EPM Automate scripts run on your own servers, and you want to know whether they follow current practice, or where EPM Automate could do more.
  • You're on Hyperion 11.2 and want a clear view of the right direction.
  • An upgrade, audit, or reorganization is coming, and you want to understand the risk first.
  • Leadership wants an independent view before committing to the next phase of investment.

What we review

Environment consistency

Whether Test and Production match: metadata, rules, forms, and settings that drift apart over time and surface during an upgrade or a close.

Data and integrations

Data load reliability, valid intersections, and whether the numbers in Cloud EPM reconcile to your source systems.

Performance

Where calculation, consolidation, and Groovy rule time is spent, and how the application will perform as data volumes grow.

Automation and operations

EPM Automate jobs, error handling, and monitoring, including what happens when an overnight job fails.

Security and access

Provisioning, segregation of duties, and the access evidence auditors ask for.

Monthly update readiness

Exposure to Oracle's monthly updates and announced changes, identified before they reach Production.

Design and roadmap fit

Whether the application design supports where the business is heading over the next few years.

What you receive

  • A written findings report in plain language, prioritized by business risk.
  • A remediation roadmap sequenced by impact: what affects the close and the budget cycle first, then audit, then upgrades.
  • A working session with your team and sponsor to walk through the findings and the reasoning behind them.
  • Everything is yours to keep and act on, with your own team, with us, or with another partner.

Why it’s worth it

Senior judgment

Led by Neil Perejma, who has worked in Oracle EPM for twenty years. Your platform is reviewed against patterns seen across many implementations, not a generic checklist.

A fixed price for a defined outcome

You know the cost and the deliverables before work begins, with no open-ended discovery.

Findings you can act on independently

The roadmap is written so your team can act on it, whoever does the work.

Price

$9,500 CAD, fixed

One price for the review, the findings, the roadmap, and the walkthrough. Quick turnaround, scheduled around your calendar. On the call, tell us what’s on your platform and what concerns you most.

Questions

How much does the Oracle EPM Cloud Health Check cost?
$9,500 CAD, fixed. The price covers the outcome: the findings, the roadmap, and the walkthrough with your team.
How quickly can it be done?
Quickly, and scheduled around your calendar so it doesn't compete with month-end or budget season.
Which Oracle Cloud EPM business processes does it cover?
Any of them: Planning, Financial Consolidation and Close, Account Reconciliation, Narrative Reporting, Enterprise Data Management, and the rest. Most platforms run more than one, and the review covers how they connect.
We're still on Hyperion 11.2. Is the Health Check for us?
Yes. For Hyperion 11.2, the review covers the current state of your environment and the options for your next step, including whether and when moving to Oracle Cloud EPM makes sense.
What do you need from us?
Access to your Test and Production environments, and time with your EPM administrator and a finance lead.
What happens after the Health Check?
You own the findings and the roadmap. Act on them with your own team, with us, or with another partner.

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