Global asset manager co. reaps benefits of automating Oracle Planning and Budget Cloud data

Picture this...

You’re Allspring, a global asset manager headquartered in the US with over $500B in assets under advisement carved out from a global universal bank. You are facing challenges, including a lack of a single source of truth for financial reporting, disparate and varied planning methodologies across your international organization, and manual Excel-based processes. After implementing Oracle Enterprise Management for financial planning and reporting, you need to automate metadata and data loads between Oracle Fusion and Oracle Planning and Budgeting Cloud to streamline processes and reduce time spent on the application.

You turn to Accordion.

We partner with you to automate the data and provide updates to support CDM/Pipeline automations. Specifically, we: ​

• Leverage Cloud Data Management (CDM) to create automation routines to load actual data from Oracle Fusion to Oracle Planning and Budgeting Cloud Environment. ​
• Configure and setup Pipeline Integration to initialize data load automation. ​
• Configure a scheduled job to maintain frequency of data load routines defined by you. ​
• Leverage Enterprise Data Management (EDM) to create metadata connectors between EDM and Oracle Planning and Budgeting Cloud environment. ​
• Configure and setup pipeline integration to initialize metadata load automation. ​
• Configure a scheduled job to maintain frequency of metadata load routines. ​
• Provide updates to administrative documentation to support CDM/Pipeline automations.

Your value is enhanced.

You achieve your key objective of automating the data/metadata load into Oracle Planning and Budgeting Cloud. You now have a streamlined process and a single-step solution to significantly reduce the overall maintenance in supporting the financial planning and reporting by 75%.