Managed Services that Empower Your Business

Managed Services for Oracle EPM & NetSuite ERP with Proactive Support, Continuous Optimization, and Long-Term Performance.

Modern finance organizations rely on cloud platforms such as Oracle EPM and NetSuite ERP to support planning, forecasting, reporting, close processes, and operational management. Maintaining these environments requires ongoing administration, technical support, process optimization, and business alignment.

Our Managed Services provide organizations with a scalable support model that ensures Oracle EPM and NetSuite environments remain stable, secure, optimized, and aligned with evolving business needs.   We act as an extension of your finance and technology teams — delivering functional support, technical administration, enhancements, governance, and continuous improvement services.

Our Managed Services Offerings

Oracle EPM Managed Services

We provide ongoing support and optimization services across the Oracle EPM platform to improve planning, reporting, and financial management operations.

Supported Solutions

• Oracle EPBCS / Planning
• Oracle FCCS
• Oracle ARCS
• Oracle EDM
• Oracle Narrative Reporting
• Profitability & Cost Management
• Tax Reporting
• Enterprise Data Integration

Services Include

• Application administration
• Metadata management
• Business rule support
• Calculation script optimization
• Data integration monitoring
• Security administration
• Report and dashboard maintenance
• Monthly and quarterly update support
• Environment health checks
• Performance optimization

NetSuite ERP Managed Services

Our NetSuite managed support services help organizations stabilize and optimize ERP operations while supporting growth and operational scalability.

Supported Areas

• Financials
• Accounts Payable & Receivable
• Procurement
• Inventory Management
• Revenue Recognition
• Multi-Entity Consolidation
• Workflows & Automation
• Saved Searches & Reporting
• Dashboards & KPIs
• Integrations & Data Management

Services Include

• NetSuite administration
• Workflow enhancements
• User support and issue resolution
• Financial reporting support
• Role and permission management
• Data imports and maintenance
• Process optimization
• Sandbox testing support
• Release management
• Customization and scripting support

Finance & Operational Support Services

Budgeting & Forecasting Support

We help finance teams maintain and improve planning cycles, forecast processes, and operational reporting.

Support Areas

• Budget cycle management
• Forecast updates
• Driver-based planning support
• Workforce planning maintenance
• Allocation rule support
• Scenario planning enhancements
• Data validation and reconciliation

Financial Close & Consolidation Support

Improve close cycle efficiency with ongoing process support and issue management.

Services Include

• Consolidation monitoring
• Intercompany troubleshooting
• Data load support
• Reconciliation assistance
• Financial reporting support
• Consolidation rule maintenance
• Close process optimization

Reporting & Analytics Support

Ensure executives and operational teams receive accurate, timely, and actionable reporting.

Capabilities

• Dashboard maintenance
• KPI reporting enhancements
• Management reporting support
• Smart View assistance
• Narrative reporting support
• Data visualization enhancements
• Ad hoc reporting support

Enhancement & Continuous Improvement Services

Managed services should do more than maintain systems — they should continuously improve business performance.

Continuous Improvement Areas

• Workflow automation
• Planning model enhancements
• AI-enabled reporting opportunities
• Performance tuning
• Integration optimization
• Master data governance
• Process redesign
• Cloud roadmap advisory

Our Support Model

Flexible Engagement Options

We offer scalable support models tailored to organizational needs.

Engagement Structures

• Dedicated support teams
• Shared managed services
• Fractional EPM administration
• On-demand advisory support
• Project-based enhancements
• Monthly support retainers

Proactive Governance

We help establish governance, documentation, and operational standards that improve long-term system stability and scalability.

Governance Services

• Change management processes
• Release management
• Security reviews
• Documentation maintenance
• Audit support
• Environment monitoring
• SLA-based support management

Key Benefits

Organizations leveraging our managed services achieve:

• Reduced internal support burden
• Faster issue resolution
• Improved system reliability
• Enhanced reporting accuracy
• Better planning process efficiency
• Stronger governance and controls
• Scalable ERP and EPM operations
• Continuous platform optimization
• Increased user adoption and satisfaction

Why Choose Us

We combine deep functional finance expertise with hands-on Oracle EPM and NetSuite technical experience. Our managed services approach focuses on business outcomes, operational stability, and long-term optimization — not just ticket resolution.

As a boutique advisory and technology partner, we provide responsive support, strategic guidance, and practical solutions that help organizations maximize the value of their cloud finance investments.

Your Long-Term Oracle EPM & NetSuite Partner

Whether you need ongoing administration, finance process support, reporting optimization, or strategic enhancement services, our team helps ensure your Oracle EPM and NetSuite environments continue to evolve with your business.   Contact us to learn more about our managed services solutions for Oracle EPM and NetSuite ERP.