Large system upgrades have a way of shining a spotlight on issues that impact efficiency, performance, and data quality. For one of South Africa’s largest financial institutions, upgrading Oracle Cloud EPM and rolling out OneStream at the same time brought a long-standing problem to the surface: The institution’s financial metadata management solutions were inefficient, difficult to integrate, and dependent on manual processes.
The finance enablement team responsible for the financial planning and reporting systems was juggling complex hierarchies across Oracle Planning models and more than 50 reporting cubes. Each required precise synchronization and validation, but the tools they were using—flat files, Excel macros, Oracle EPMA, and Oracle DRM Lite—weren’t equipped to defragment hierarchies, automate metadata replication, and integrate across OneStream and other business applications.
The team needed a new way to manage metadata that could eliminate manual work, strengthen governance, and integrate automatically across multiple platforms.
With two major systems in flight, the safest route might have been to postpone any big changes until after the dust settled. Instead, the team chose to act mid-project, piloting a new metadata management and governance model with EPMware.
In less than a week, EPMware delivered a tactical proof of concept (POC) for loading hierarchies into the demo environment, automating validation rules, replicating changes across cubes, and integrating with OneStream. The POC didn’t just fix the team’s existing pain points; it also laid a foundation for scalable, cross-platform governance that would work for years to come.
The full case study reveals how EPMware’s core features delivered immediate results, enabling the finance team to use a moment of pressure to accelerate progress, not delay it.
Read South African Financial Institution Future-Proofs Master Data and Data Governance with EPMware to learn how EPMware helped this finance enablement team: