Business Intelligence & EPM

Unified Performance Management and BI / OBIEE Solutions designed the way your business works. We specialize in providing Oracle based Performance Solutions that allow companies to gain immediate and long-term benefits. These solutions allow companies to enhance business functions like: Consolidations, Budgeting, Forecasting, Planning, Reporting, Analytics that rely on centralized, timely and accurate data.
We'll streamline and empower your organizations Planning and Consolidation Processes with reliable, repeatable and auditable controls. Empowering Finance and the Controller's office to control their own destiny is our EPM teams focus.
Our valued added services spans the entire spectrum of solution delivery: Implementation Services, Training, Support, Expert Services, and Strategic Services.
We bring relevant design experience, the ability to facilitate knowledge transfer, and a lessons learned approach to maximize our customers ROI and Time to Value.
Performance management refers - how an organization leverages its assets (people, money and technology) to achieve short, medium and long-term strategic goals. Through an approach intended to improve value creation, performance management requires you to:

  • Control cost without sacrificing future growth objectives: Given the nature of current incentives (meeting quarterly or annual targets), the challenge is to meet short-term targets while preserving strategic growth initiatives.
  • Understand what drives cost and profit (or value): Without this understanding, managers are unlikely to allocate resources appropriately and know where to make improvements. At best, it may generate suboptimal results; at worst, it could inadvertently and irreparably destroy value.
  • Improve agility: Organizations that can identify opportunities and threats more easily than their competitors, understand the implications, update strategy quickly and then execute that strategy consistently across the organization will be the winners.
  • Identify and respond to environmental, social and economic risks and opportunities: A focus on the "triple bottom line" of people, profit and planet drives increased brand value through innovation, improves internal efficiencies and accountability, and engenders the loyalty of consumers, employees and other stakeholders.

Innovate Software Consulting Inc Ltd's innovative enterprise performance management (EPM)  solution that unifies many Finance processes including budgeting, forecasting, financial consolidation, financial closures, reporting, and disclosure in a single solution.

Our unified performance management solutions are designed to address the varied needs of customers and users.

business intellignece


Innovate Software Consulting Inc Ltd's EPM solution addresses multiple interrelated performance management  processes including budgeting and forecasting, financial consolidation and close, and  management and disclosure reporting. Many, but not all, of the processes we cover are listed below.

Financial and Operational Planning
Unify all of your budgeting processes and gain a strong understanding of the financial impact of business decisions across strategic, financial, and operational plans, which ensures a more complete view of performance across the business.
  • Strategic Planning & Long-Range Forecasting
  • Cash Forecasting & Planning
  • P&L and Balance Sheet Planning
  • Annual Plans & Rolling Forecasts
  • HR Planning
  • Capital Planning
  • Project Planning
  • Production & Capacity Planning

Consolidation and Close
Close faster and more efficiently, and manage and control journals, adjustments, eliminations, and financial reporting with confidence.

  • Statutory, Legal, and Management Consolidation
  • Entity, Group and Corporate Consolidation
  • Monthly & Quarterly Close
  • Inter-company Reconciliation
  • Workflow, Validation & Documentation

Internal and management reporting
Deliver management reports, financial statements, and board books from a single source. Prepare for internal audits with fewer errors, full traceability, and less manual effort.

  • Management Reporting & Board Books
  • P&L, Balance Sheet & Cash Flow Reporting
  • Internal Audit Documentation & Audit Trail
  • Variance Reporting & Analysis
  • Credit Reporting and Analysis
  • Dashboards and Scorecards

External reporting and compliance
Improve the quality, accountability, and timing of your financial and disclosure reporting and do it all from one source with full traceability and reduced financial risk.

  • 10Q and 10K Disclosure
  • Annual Reports & Prospectus
  • Multi-GAAP reporting (IAS, IFRS, US GAAP...)
  • XBRL Tagging and Submission
  • Risk Assessment, Scoring and Mitigation
  • SOX 404 Compliance
  • COSO Compliance
  • Basel II Compliance
  • Solvency II Compliance

Business Intelligence & Analytics
Take full advantage of the valuable data, insight, and knowledge generated during your financial processes. Manage complex processes and improve visibility and decision-making

  • Financial Analytics
  • Ad-hoc Analysis & Reporting
  • Collaborative Reporting & Dashboards


Different industries look at performance differently. Key performance indicators  (KPIs), business drivers, and business processes can vary by company, industry or region. Innovate Software Consulting Inc Ltd can help  meet the performance management demands and regulations specific to your industry, and support the unique needs of how you  do business. Financial Services and Insurance Manufacturing & Retail Construction and Engineering Telecommunication Property & Hospitality Transport & Logistics Power and Utilities Healthcare & Pharma eGovernance Banking and Securities  


The benefits of a unified performance management solutions can differ based on your role in the organization. Check out the benefits that can be achieved at various levels and roles within your business.


Implementing, monitoring and managing a successful EPM strategy


Linking financial measures with operational drivers across the enterprise


Driving informed business decisions from a single EPM software and Business Intelligence solution


Translating company strategy into finance processes and daily activities

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Automating financial and operational processes end-to-end to help you run your business while still meeting corporate requirements for  budgeting, forecasting, reporting, consolidation, and more

 Budgeting, Planning & Forecasting, Cash Flow Planning, Production Cost, Planning and Control, 
 Statutory and Management Consolidation, Cost Allocation & Profitability Analysis, Financial
 Close & Fast Closing, Dashboard & Scorecard Collaborative Disclosure Management (CDM):
 10Q 10K, Multi-GAAP reporting (IAS, IFRS, US GAAP...), XBRL, Annual Reports, Management 
 reporting & Board Books Enterprise Governance, Risk and Compliance (EGRC):
 SOX, COSO, Basel II, Risk Assessment, Scoring & Mitigation, Internal Audit

ADVANCED REPORTING, VISUALIZATION AND BUSINESS INTELLIGENCE Production reporting, ad-hoc analysis, OLAP modeling and dashboards Microsoft Office front end including Word, Excel and PowerPoint Easy access to structured and unstructured information from multiple sources Data sharing features that safeguard confidential information Strong linkage between financial and operational data

COLLABORATION Pervasive workflow management throughout organization across multiple processes Custom workflows to support accountability and decision-making Better management of large, diverse, and international teams across large enterprises Definition of distributed tasks (e.g. managing budgeting activities) with task lists and status Sharing calendars and deadlines (e.g. for financial close and other monthly processes) Managing multiple versions and scenarios with full workflow and approval control