CPM/EPM Services

Maximizing your Corporate Performance Management Investment

Comprehensive Corporate Performance Management Services

Whether you’re at the early stages of evaluating CPM/EPM solutions for your organization or are looking for post-implementation training, our team assists companies of all sizes with their specific CPM/EPM requirements. We work with you to identify issues and establish goals, review existing capabilities, make recommendations for potential solutions, ensure successful installation and migration from existing systems, and offer ongoing support in all areas of:

  • EPM Financial Consolidation and Reporting
  • EPM Planning, Budgeting and Forecasting
  • Business Intelligence
  • EPM Enterprise Application Integration

Streamlined CPM/EPM Solution Selection

When it comes to prioritizing your needs, rationalizing your timeline and budget, and identifying the right software solutions to meet your requirements, the process towards maximizing your CPM/EPM investment can take longer, and cost more, than what you originally anticipated. To more efficiently reach your goals, our team of OneStream and Oracle Hyperion professionals utilize their depth of experience and network of contacts within the CPM/EPM industry to provide objective assistance with everything from introductions to actively managing the RFP and selection process for you.

Learn how we can help you evaluate the right EPM solution

Flexible Training Options

We know that technology is only effective if successfully adopted by those who need it. That’s why to suit client specific needs, we offer a variety of training options for OneStream and Oracle Hyperion users, both by role and product, as well as flexible delivery formats. We also offer CPE Credit to those finance professionals who accrue them as part of their annual training. Accredited through the National Association of State Boards of Accountancy, (NASBA), each credit is equivalent to 50 minutes of continuous education in our product.

Whether you are an administrator, power user, casual end user or developer/IT support person, we have a class for you.

View our OneStream training courses
View our Oracle Hyperion training courses
Learn more about out flexible training options

Efficient CPM/EPM Implementations and Upgrades

OneStream XF (CPM)

For organizations that have outgrown a legacy EPM solution, decided that their solution is no longer meeting performance or business requirements, or looking to consolidate solutions on to a single platform, our corporate performance management specialists can provide objective assistance in helping you get up and running on the OneStream XF platform. As a OneStream Platinum partner, we leverage our CPM domain experience and market expertise to alleviate unnecessary time spent on managing data and systems by delivering an agile and efficient CPM solution.

Learn more about OneStream Implementations and Upgrades

Oracle Hyperion (EPM)

Since the inception of Oracle Hyperion’s financial consolidation and reporting solutions, CompIntelligence has worked with literally hundreds of client designs and implementations across multiple industries to develop a proven process for success. Whether you’re considering a new implementation or an EPM upgrade project with the Hyperion suite of products, our team of experienced professionals can insure an on time, on-budget customized delivery utilizing proven methodology and implementation best practices.
Learn more about Oracle Hyperion Implementations and Upgrades

Application and Process Reviews

CPM/EPM environments are complex and reach far beyond the finance office. Given the interconnectedness and interdependencies involved, CompIntelligence technology and finance consultants assist clients in reviewing their applications and environments to ensure that they are operating optimally from an application, process and performance perspective. Is your consolidation taking too long? Is your close process inefficient and fraught with unexpected data issues? Are your business rules too complex to untangle and maintain? If you are asking yourself any of these questions, we can help.

Learn more about Application and Process Reviews

Infrastructure Review

Client environments vary widely. Without a stable set of environments from the start, your implementation can be rocky at best. Issues can crop up that can be totally avoided with the proper installation and configuration of your environment. That starts with sizing up your needs for hardware, connectivity, application complexity and performance.

CompIntelligence Infrastructure Consultants will assist you in this pre-planning process as well as in the actual installation and configuration of your OneStream or Oracle Hyperion software. We’ll then be there throughout the project to support the team as you develop, test and finally migrate to the production environment and beyond.

Learn more about Infrastructure Consulting

Qualified CPM/EPM Staffing and Placement Services

Our CPM/EPM network of skilled consultants and contacts is very broad. If you lose an administrator or experienced power user, we can assist by supplying temporary staff until you find the right replacement. If you are looking to hire a CPM/EPM experienced person permanently, we can also assist with everything from a referral to a full search for qualified candidates to interview and hire.

Learn more about Staffing & Placement

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Diamond Partner

CompIntelligence has maintained the highest level of OneStream partnership since the platform's launch, and has delivered over a hundred successful implementations during that time.

With over 40 certified OneStream consultants with advanced degrees and industry leading experience, CompIntelligence is the provider of choice for complex, custom OneStream implementations, consulting and training services.

CompIntelligence is not only a OneStream Diamond Implementation Partner, but a OneStream Authorized Training Provider offering both custom and public courses.