Success Stories

Oracle Cloud Integration of ERP and EPM Platform for a Leading Investment Management Company

About the client

One of the largest global Investment Management Company


  • Unavailability of timely data for Accounts and Order Management team on their EPM (enterprise performance management) platform from ERP side for Financial & Compliance Reporting
  • Multiple customizations/local development in Peoplesoft application resulted in architectural complexity and compatibility issues
  • High cycle time to implement updates & enhancements in existing application


  • Strategized the migration of key financials to cloud for quicker & efficient report generations
  • Designed & re-structured the schemas to ensure scalability & superior performance of the application
  • Built API strategy to integrate the existing infrastructure including ERP with PaaS, IaaS and SaaS offerings from Oracle and other cloud providers


  • Created microservices-based APIs to minimize effort & time required for future customizations & enhancements
  • Deployed & integrated the ERP solutions with the cloud-based applications
  • Designed custom rule builder for reports generation
  • Automated regression suite for periodic updates of the SaaS solutions

Impact Delivered


Uptime and availability of data related to cashflow and GAAP reports on the EPM platform


Decrease in production deployment cycle time due to cloud migration

Decrease in overhead for Infrastructure and Capex related to system updates

Tech Stack

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