CPM Consulting & Implementation

Adapt Quickly and be Ready to Digest the Next Wave

Organizations are not static entities. To meet their ever-changing requirements companies have to be able to adapt quickly and be ready to digest the next wave. Performance management applications have to keep up.

CompIntelligence CPM and EPM consultants work closely with client teams to provide whatever assistance is required to adapt. Whether implementing for the first time, upgrading to a new release, adding functionality, or modifying an existing performance management application, we can help. Some of the reasons for change that we’ve tackled include:

  • Reorganizations
  • Acquisitions
  • Mergers
  • Spinoffs


Our CPM and EPM Consulting Teams are comprised of seasoned individuals capable of performing all project roles, including:

  • Project Management
  • Design
  • Development
  • Technical Installation and Configuration
  • Administration
  • Education
  • On-going Support

To ensure project success, we execute on our proven  methodology, which includes identifying which roles are required and how much of their time is necessary to perform specific tasks. We also help identify what additional resources are required from the client team.

To validate that our recommendations are aligned with client management objectives, we leverage a top-down approach to assessments. Working in partnership, our consultants perform a comprehensive evaluation of client needs, existing applications and tools, and then deliver a high-quality set of services to ensure a successful implementation of your OneStream or Oracle Hyperion solution.

Application Design

No two applications are the same and they should not be designed that way.  Prior to proposing a potential design for your applications, our Design Architects conduct thorough evaluations of your requirements. We employ a series of conference room pilots at key points in the project to ensure frequent and open communication on the state and progress of the work and applications we are developing.

These pilots are full participation demonstrations to confirm that what we design and plan to create meets everyone’s expectations. With the process in place, we can stay on the right track avoiding potentially costly rework to correct course. It is often very difficult to visualize changes and build to an application based upon whiteboard sessions and brainstorming explanations alone; showing the application in a pilot has proven to be an effective way to confirm direction or identify necessary corrections.

Data Management and Integration

Data conversion and integration are part of every CPM/EPM implementation.  CompIntelligence has converted and integrated data from a number of source data systems, including but not limited to the following:

Source Data Systems
Oracle EBS SAP Salesforce
JD Edwards PeopleSoft Workday
Solomon Baan Yardi
SUN SQL Warehouses Other EPM/CPM Products

On Time and Under Budget

Our goal is to get you up and running in the most timely, efficient and cost-effective manner possible. Having worked with companies of all sizes, we’ve mastered achieving “on time and under budget” by setting realistic expectations from the start.  The result? 100% of our clients are references.

The proof of our effectiveness is in the results of our work. We have a long track record of successful implementations and of satisfied clients.