Working With You

One size does not fit all when it comes to a financial reporting solution. To determine the right course of action for your CPM/EPM investment, our consultants work closely with you to understand your organization’s technology, processes and human capabilities, then determine what you need to deliver timely and efficient financial reporting. From requirements review to product implementation and employee training, your organization receives a tailored solution that meets your unique business and technical requirements.

Why Clients Choose Us

Gaining a competitive edge is critical to maintaining or accelerating your position in your industry, and your performance management solution can be a major factor in your efforts to gain market share. Complementing your core areas of expertise, our CPM/EPM consultants, and their extensive network of experts, have product implementation and training experience not found at other providers, giving you an immediate competitive edge.

  • Seasoned finance professionals
  • Implementing CPM/EPM products since 1990s
  • OneStream Platinum and Authorized Training Partner
  • Oracle Gold Partner
  • Comprehensive training courses and custom education services

Learn more about our team of OneStream and Oracle Hyperion experts


The ability to shorten close cycles, more efficiently produce monthly, quarterly and annual reports, and effectively plan for the future has resulted in our long track record of successfully working with clients of all types  Getting our clients to where they want to be with their performance management solutions is an achievement we’re proud of, as demonstrated in:

  • Hundreds of successful CPM/EPM implementations
  • Satisfied client references in all major verticals, in mid-size to Fortune 100 companies

See a Sampling of Who’s Working with Us


Years of experience in supporting performance management solutions and  the inherent challenges of IT projects in any organization has helped us to build a clear, repeatable methodology that we tailor to every client engagement. The phases include:

  • Application design
  • Build and system test
  • User acceptance test
  • Implementation
  • Post-production supports a long track

Learn more about our approach and methodology

Case Studies

With 100s of satisfied clients, we’re the trusted service provider for companies seeking to achieve a measurable ROI from their CPM/EPM solution. Take a look at how our OneStream and Oracle Hyperion expertise has helped businesses solve their challenges and the benefits they have experienced since partnering with CompIntelligence.

Take a look at some client successes
See what clients are saying about us


We strengthen our capabilities by partnering with some of the leading names in technology and professional services to better meet all our clients’ needs.

See who we partner with to support your success

How Can We Support Your Next Steps

Wherever you are in the process, we’re ready to help your organization get the most out of your CPM solution.  

Reach out to a CPM specialist to discuss your needs.