Transformations for the 21st Century
Mitigate risk: Use superior talent.
The Vision
At Proforma Global, we are committed to redefining technology transformation. According to Gartner 80% of implementations fail. Our team has unparalleled breadth across both technical and functional subject areas with our lead architects having >20 years of experience in the Oracle EPM space and Finance Transformation.
Founded by one of the most experienced thought leaders in the space – Proforma accomplishes something that few other firms can: outcome-based delivery models with the best and brightest resources from around the globe with our development offices located in Cebu City, Philippines. The Philippines is an untapped market that is one of the highest English fluency rates in Southeast Asia that has remained almost entirely untouched from an intellectual capital perspective.
Long gone are the days of subjective hiring – our talent is put through rigorous IQ and aptitude testing to ensure success in arguably one of the most challenging industries in the world. The Oracle EPM space has 9 technology modules, and 6 functional areas requiring mastery across a wide variety of industries. If you want success – you need the best. We offer that.
We recognize the challenge of working with those who do not share a similar culture or struggle with communication.
Filipinos are the perfect fit for what we do: Highly intelligent, professional, with crisp English.
Our Expert Solutions
Proforma's leaders have created some of the most elegant and complicated solutions on the planet - and have learned a very important lesson:
Complexity sinks projects. Simple concepts used in advanced ways are the key to scalable solutions that are easily maintained.
The main reason why Oracle continues to be the gold standard in the EPM space is mostly from its unparalleled flexibility and low-code modules. However, it is easy to create a solution with a poor user experience.
Proforma focuses on scalability, maintainability, and an elegant end-user experiences.
AI Integration Services
Many implementers will dangle AI integration bells and whistles. The future of finance lies in leveraging predictive analytics, but Agentic AI is only the right solution for a handful of use cases.
Choose a partner that can guide you by creating solutions with real ROI.
Most Agentic AI prototypes fail.
Focus on Predictive Modeling.
IT Consultancy and Strategy
If you are looking to build a roadmap to transform your finance/accounting organization to leverage AI/Machine learning - we are the optimal partner for you.
Each initiative requires your partner's lead architect to have deep technical and data/statistical modeling expertise. Without both, the road to predictive planning will likely be fragmented due to communication gaps.
Out of the box vs Custom?
One of the most common questions we get is whether to implement a module as purely OOTB or as a custom module.
The answer is almost always "How much are you focused on getting quick wins vs an elegant user experience with an emphasis on productivity and end-user adoption?"
Ultimately the choice boils down to how much training and process change do you have the appetite for as an organization?
You're in luck, we're process experts too. We are happy to do a "transformation-lite" project for you with as much or little process (re)design as necessary.
Developer Only Solutions
If you need high-quality developers for your implementation team look no further. Our team undergoes the industry's most thorough training process with over 500 hours dedicated to learning the module(s) they will be working on, and the subsequent best practices before joining a project.
We stand by each individual's abilities. Each hour of developer time comes in with built-in architect QA reviews to provide confidence that the solutions provided are optimal.
Tiered levels of architect time are available. Depending on the project needs, architects can be made available as necessary as "add-ons" to ensure successful project delivery.
Revolutionize Your Implementation Process
Personalized Consultation to Drive Change
Project Management
We employ a hybrid Agile/Waterfall methodology. Full Agile often places too much risk on one party, so a hybrid approach with multiple Conference Room Pilots (CRPs) provides the best of both worlds.
Technology Integration
Migrating from on-prem or Excel into the cloud? Leveraging a brand new data source? It's a daunting task to do right the first time.
We will simplify the effort into easy-to-understand finance and accounting terminology. We understand that translating from tech-speak to FP&A language is frustrating.
Our approach places a heavy emphasis on simple and crisp communication.
Training & Support
If your team needs upskilling - reach out to us. We are happy to offer a range of trainings across the entire EPM Cloud suite or transformation best practices.
Our Proven Process
Our implementations use a battle tested approach leveraging Agile’s rapid prototyping and waterfall’s core requirements to ensure the delivered product meets the expectation.
01
Assessment
A scoping exercise to better understand how deep of a transformation is desired, and a requirements review.
02
Design & Prototyping
The most complex parts of the implementation are prototyped to give stakeholders a true look and feel of the solutions being presented.
03
Execution & Feedback
The Philippines-based development team rapidly iterates through the build during US-hours eliminating the time differences. Architects are present locally in PH to supervise and guide resources.
Proforma has all the benefits of offshored talent without the pain.