Business Objective

A public sector organization managing diverse planning and budgeting requirements needed a modern solution to replace its fragmented, spreadsheet-driven processes. Disconnected data and manual approvals created delays, reduced accuracy, and limited control over budgeting cycles. The organization required a cloud-based platform to automate reporting, streamline forecasting, enforce budget limits, and establish consistent practices across revenue, expenses, payroll, and workforce planning.

SourceMash Technologies Solution

SourceMash Technologies implemented Oracle EPM Cloud to modernize the client’s planning, budgeting, and reporting processes. The solution included:

• Migration from disconnected spreadsheets into a unified, cloud-based reporting and planning platform.
• Automation of forecasting workflows to reduce manual intervention and improve accuracy.
• Consolidation of 110 Excel workbooks into 15 standardized and consistent reporting formats.
• Integration of EPM applications across revenue, expenses, payroll, projects, and workforce planning.
• Customized approval processes and validations to ensure timely and accurate forecasting.
• Scalable design with prebuilt templates and structured implementation for faster adoption.

Business Outcome

• Four days saved each month in data collection through automated reporting.
• Budgeting and forecasting cycle time reduced by 25% with streamlined approvals.
• Greater forecasting accuracy enabled by consistent top-down and bottom-up planning.
• Improved visibility and governance with a single source of financial data.
• Established stronger budgetary control with standardized and transparent processes.
• A future-ready Oracle EPM platform delivering efficiency, agility, and compliance.