We offer a wide range of business services, solutions and products to meet
your Enterprise Performance Management needs.

EPM Business Services

EPM Service By Product

  • Who We Are

    Pioneers in the EPM Market: Meet our people and learn about our expertise and history in the industry.

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  • What We Do

    We eat, sleep and breathe EPM solutions and products: From financial and management reporting to planning, budgeting, forecasting and analysis.

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  • Working With You

    Our approach and methodology is time tested and economical. Most importantly, our client and partner relationships stand the test of time.

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What makes an Enterprise Performance Management
implementation successful?

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CompIntelligence Education

Training focused on the practical application of Enterprise Performance Management
products using real-world applications and comprehensive materials. View our courses

  • Oracle Enterprise Planning and Budgeting Cloud Service Fundamentals

    This class begins with an orientation to the EPBCS environment and provides a brief overview of the Financials, Workforce, Projects and Capex business processes that make up its framework. We then review the built-in functionality, configuration wizards, and Oracle Planning leading practice concepts such as incremental enablement, upgradable while maintaining configurability, and user empowerment.

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  • Oracle Planning & Budgeting Cloud Service Fundamentals

    The Oracle Planning and Budgeting Cloud Service (PBCS) course is designed to guide students through the steps required to set up and configure the PBCS environment, create and configure the base financials workflow metadata, and set up basic member formulas. We then address how to set up security, create and manage forms, set up the approval process, and load and analyze data.

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  • Oracle Hyperion Public Sector Planning and Budgeting Administration

    The Oracle Hyperion Public Sector Planning and Budgeting (PSPB) course is designed to guide students through the typical steps required to build and administer Public Sector Planning and Budgeting applications. Students build, administer and budget as an interactive case study over five days.

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  • Oracle BI Analysis, Dashboards and Answers – 11g

    This course enables users to deliver meaningful real-time metrics, measurements and facts to the CEO, CFO, and other business users when they master the components in Oracle Business Intelligence Enterprise Edition (OBIEE).

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  • Oracle BI Repository & Security Management

    This course enables developers to deliver meaningful real-time metrics, measurements and facts to your business users when you master the components in Oracle Business Intelligence Enterprise Edition (OBIEE).

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  • Oracle BI Publisher

    Oracle BI Publisher is a template-based publishing solution available within the Oracle Business Suite, within PeopleSoft, and also in a standalone version. This class will cover the different options available within the BI Publisher Enterprise reporting portal and how to create a BI Publisher Enterprise online reporting application from scratch.

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Why Clients Choose CompIntelligence

  • “The instructor was smart, pleasant and would bend over backwards to make sure we were happy and satisfied with his instructions and the content. We would call on him again! Thank you!”

    FDMEE Admin and Scripting Workshop Student

  • “A very good course. There was a lot of information about the changes from FDM to FDMEE. The instructor was knowledgeable and was very helpful in answering our questions.”

    FDMEE Admin Class Student

  • "The instructor was well versed in FDM and extremely patient with the class. Well worth the 3 days away from work. I learned a lot."

    FDM Admin Class Student

  • “The CompIntelligence consultants saved us yesterday.  Our HFM production environment went down (of course on the first day of month end) and Steve and Larry jumped on the case immediately.  They were able to diagnose the issue and get it resolved within a few hours.  It’s comforting to know that D+M has a reliable and responsive co-sourcing partner to call upon when things go south”.

    Derek Barbera / Sr. Mgr of Business Applications / D+M Group

  • “Amazing; a proper blend of IT and Finance; therefore I was able to follow both the book and the instructor.”

    HFM Administration Class Student

  • “CompIntelligence has been providing us with outstanding client services for many years in supporting our Hyperion systems. They are all wonderful people with exceptional skills who really care about their clients and do whatever it takes to keep them happy. Any company would be lucky to have them on their team!"  

    Lauren Winston, CPA / Assistant Controller / Brookfield Office Properties

  • “As the tools for financial management get more complex, it’s increasingly important to have a partner we can count on to help us get the best return on our investment. CompIntelligence has not only ensured adoption of critical solutions, they have helped make them so valuable that members of our Finance team are actually approaching the IT department to sing their praises and ask for even more.”  

    Scott Strickland / CIO of D+M Group

  • “Overall, a very good class and a great instructor. He has a great deal of knowledge and real life experiences to walk through which helped make understanding a lot easier.”  

    HFM Administration Class Student

  • “In this fast paced, ever changing world of technology, it is reassuring to know that CompIntelligence is there to provide their personalized attention in the consolidation software vendor selection process. CompIntelligence’s approach is not a “cookie cutter approach”; they sit with you and formulate a strategy that is specific to your requirements.  Their careful attention to detail, and guided approach, is something that I cannot put a price on.”

    Tammy Lassiter CPA / Axel Johnson Inc.