Oracle EPM Managed Services
We run your Oracle EPM environment so it stays fast, stable, and ready for what comes next
Managed services across the full Oracle EPM suite. Two founders with more than twenty years each lead a delivery team selected for cognition and aptitude, and every one of them works with a proprietary AI platform we built for Oracle EPM. Your issues get resolved fast, your monthly close survives every Oracle update, and every change to your live system is deliberate and reversible.
Built for the next decade, not the last one.
What managed services gives you
Issues resolved fast
You report a problem and get a diagnosed, verified fix. No ticket that sits in a queue for days while someone learns your system.
A close that survives every patch
Oracle updates your environment every month. We catch what an update would break before it ever reaches your production system.
Changes you can trust
Every change to your live application is reviewed, backed up, and reversible. Nothing is hand-edited in a console and hoped for.
The difference is who does the work, and what they work with
Most managed services run on volume. A queue of low-cost resources works through tickets, learns your system slowly, and hands you turnover instead of depth. You feel it in slow answers and repeated mistakes.
We built the opposite. Our delivery team is selected for cognition and aptitude, an architect checks every developer's work, and each one is equipped with an AI platform we built for Oracle EPM that carries the diagnostic and testing load. The combination is why a lean team covers more ground, moves faster, and catches problems a larger low-cost team would miss.
Deep Oracle EPM and finance operations expertise, engineered for outcomes
Founder-led, top to bottom
Both founders bring more than twenty years in Oracle EPM and finance transformation, and they lead the work directly. You deal with operators who own the outcome, not a sales layer that hands you off.
Engineered for aptitude
We identify exceptional talent through rigorous aptitude and cognitive assessments. The team consistently averages in the 90th percentile.
A tool we built for Oracle EPM
Our AI platform was built in-house for Oracle EPM work. No other service provider brings the same tooling to your account.
We sell outcomes, not software
You buy managed services and results. Our platform is how we deliver them consistently, and it is never sold or licensed to you.
Problems solved fast, and proven
Your team reports an issue in plain language. Our platform finds the exact object the issue involves, then tests every likely cause against your real application, read-only, and rules them out one by one until it can point to the actual root cause in the object itself. It never diagnoses an object that does not exist and it never guesses. When a cause is confirmed, an architect checks the fix before anything ships. When nothing confirms, it hands back the ruled-out leads and tells you it has not found the cause yet, rather than inventing one.
A form that will not save shows how it works. Our platform finds the form, rules out permissions and metadata against your live configuration, confirms an invalid intersection, and hands back that root cause with the evidence behind it. Minutes, not days, and production is never touched.
Your close survives Oracle's monthly updates
Oracle updates your EPM Cloud environment every month and you cannot decline it. A change Oracle ships can quietly break a form, a rule, or an integration your close depends on. Before each update reaches production, we run a saved test plan built from your own objects against an isolated test pod that is blocked from ever touching production. The plan opens and saves each critical form so its rules fire, runs your close rules, and runs your data-load integrations, then files a dated report with screenshots showing what passed and what needs attention.
On the first business day of the month the plan runs, confirms every job finished, and files the workbook green before the patch reaches your users. You hear about a break from us, not from a failed close.
Changes made deliberately, and reversible
Changes to a live finance system should never be improvised. We group each set of changes into a named release with a written reason and a rollback plan, capture a full backup of the current cloud state before anything deploys, and keep a version history of every object so any change reverses in one step. Each release carries release notes and a risk assessment, and it moves through approval with a full activity log. After a change goes in, our platform confirms the form or report actually renders live with real data and saves the screenshot as proof.
A batch of form and rule changes for the August close gets bundled into one named release, reviewed, approved, and deployed with an automatic backup taken first. If anything looks wrong, it rolls back to the exact prior state.
Your system documented, without anyone maintaining a Word doc
Two things every EPM team lacks are current documentation and a clean audit trail. We close both gaps automatically. Our platform generates a full design document of your application, every dimension, form, rule, integration, security setting, and navigation flow, with live screenshots of your real forms and dashboards. It writes release notes for what changed and why, and a change report over any period you need for audit or review.
At the end of an engagement month the document regenerates itself, current screenshots and all, next to a change report covering everything shipped that month. Your documentation is never out of date because no one has to remember to update it.
Sourced answers, grounded in your own system
The one part of our platform your team ever touches is the Help Advisor, and it comes with the managed service. It answers EPM questions in plain language, and it answers them about your application rather than generic documentation. Ask how a number is calculated, which dimension drives a result, or why a form behaves the way it does, and it returns a sourced answer grounded in your live system and Oracle's documentation. It can read the data in your open EPM session to ground the answer in what you are looking at. When it does not know, it says so instead of inventing a tidy explanation.
A new admin gets answers specific to your environment in seconds, with the source to learn from, instead of waiting on someone senior. One question comes up a lot. The numbers in a form look different from Smart View, and the Help Advisor returns the stored versus dynamic calc and suppression difference, the exact thing to check, and the fix, with the source attached.
Your production close is never the test subject
Finance data is handled carefully here. Diagnosis is read-only, testing is isolated from production, and every change is reviewed and reversible.
Isolated per client
Every client runs in a separate workspace, kept apart from every other client's environment, data, and history. Our platform is never licensed or opened to anyone outside Proforma, apart from the Help Advisor your own team uses.
Read-only diagnosis
When our platform investigates an issue it reads your live application to confirm the cause and never writes to it, so a diagnosis cannot break your close. Testing runs against an isolated pod that is blocked from ever reaching production.
Reviewed and reversible
A change goes live only as a named release, with a full backup taken first, an architect's review, and a one-step rollback to the exact prior state if anything looks wrong.
A person stays accountable
An architect reviews the fix before it ships, and when a cause cannot be confirmed our platform says so instead of inventing one. Every ticket carries response and resolution targets and escalates on its own when a target is at risk.
Real talent, and a tool no one else has
Our platform makes good people faster, it does not replace them. Two founders with more than twenty years each in Oracle EPM and finance transformation lead the work. The delivery team is selected through hard aptitude and cognitive assessment and sits in the 90th percentile, and an architect reviews every developer's work so quality holds on each object and deliverable. Our platform carries the diagnostic, testing, and documentation load, so a sharp team handles work that would otherwise wait on a scarce specialist. Good people, architect review, and a tool built for Oracle EPM that no competitor has is the combination behind the service, and it is why you get more for the cost.
Three tiers. The same platform behind all of them.
Every number below is a starting point, not a quote. Final pricing comes from an initial assessment of your environment, and it depends most on how complex your setup is and how many applications we run. More applications and more complexity move the price up. We will not give you a real figure until we have looked at what you actually run.
Bronze
Keep the lights on- Coverage hours8:30a to 5:30p
- Included: Severity levels and SLAs
- Included: Monitoring and incident management
- Not included: Automated patch regression
- Not included: Change management and SDLC governance
- Not included: Discounted architect and developer hours
- Not included: Dedicated enhancement roadmap
Silver
Protect and maintain- Coverage hours8:30a to 11:00p
- Included: Severity levels and SLAs
- Included: Monitoring and incident management
- Included: Automated patch regression
- Included: Change management and SDLC governance
- Not included: Discounted architect and developer hours
- Not included: Dedicated enhancement roadmap
Gold
Maintain and evolve- Coverage hours8:30a to 11:00p
- Included: Severity levels and SLAs
- Included: Monitoring and incident management
- Included: Automated patch regression
- Included: Change management and SDLC governance
- Included: Discounted architect and developer hours
- Included: Dedicated enhancement roadmap
You can add developer and architect hours to any tier at any time.
Pricing is per environment and depends on complexity. Additional environments and additional complexity scale the price accordingly.
Additional hours and ad-hoc support
Need help outside a tier, or without a managed services contract? We can support you.
Add-on hours
Time and materials, added to any active managed services tier.
- Developer$40/hr
- Architect$200/hr
Enhancements and projects
A defined enhancement or improvement, scoped and quoted up front.
- Fixed feePriced to scope
You approve the scope and the price before we start.
Time and materials
Ad-hoc support with no managed services contract required.
- Developer only$50/hr
- Actively managed developer$75/hr
- Architect$250/hr
Managed services clients get the discounted rate on add-on hours. Without a contract, work is billed at the standard time and materials rate.
A developer works with an architect alongside, so every object and deliverable meets our standard.
Our platform is never licensed or opened to anyone outside Proforma. The one exception is the Help Advisor.
How we engage
A simple path from first assessment to a system that keeps getting better.
Assess and onboard
We baseline your Oracle EPM environments, improve or build your runbooks, and start streamlining operations the way they should have been set up at go-live.
Maintain
The team follows your systems playbook to the letter and begins deploying automation to raise efficiency wherever it helps. The approach stays proactive from the first month.
Evolve
Developer and architect engagement improves your applications. Enhancements and transformations run from inside the house, upskilling your team as we deploy AI, EPM, and process improvements across your finance operations.
Start with an assessment, not a commitment
Tell us what you run and where it hurts. We baseline your Oracle EPM environment, show you where a patch or a change could break your close, and confirm the right starting tier. There is no surge in up-front fees, and we reply within one business day.
Book an environment assessmentModernize for the next decade, not the last one.
Offices in Miami, FL and Cebu City, Philippines.