industry
Healthcare & Life Sciences

Treatment plan for healthcare business: a world-class EPM solution ​

Key metrics:
  • Implemented fully integrated, world–class EPM solution across 500+ facilities
Key technology:
  • Oracle Cloud
Value levers pulled:
  • Close/consolidation solution implementation
  • Budgeting/forecasting solution implementation
  • Reporting and analytics​​​

Picture this...

You’re a $3.5B behavioral healthcare provider. You employ several legacy systems for financial planning and reporting. Those systems are disjointed, inefficient, and do not meet the current business needs. You need to modernize your financial planning and reporting with a new, cloud-based EPM/CPM system.

You turn to Accordion.

We establish a solution to satisfy account reconciliations, monthly close, consolidations, annual projection and budget, and detailed reporting requirements. We do this by:

  • Working with FP&A, IT, finance, and corporate accounting teams to define “must haves” and “nice to haves” for detailed reporting and dynamic calculations and aggregations
  • Redesigning and implementing new processes to replace manual or difficult to achieve ones and enable reporting such as proforma, same facility, and service line.
  • Automating data integrations to and from various Oracle and transactional GL source systems, including near real-time movement of data from input applications to reporting solutions.
  • Upgrading the Oracle Planning Cloud application to the latest, hybrid BSO technology, allowing users to view aggregated data immediately, rather than rely on aggregation routines.
  • Replacing an offline, Excel-based account reconciliation process with Oracle Account Reconciliations, providing the structure for performing and tracking reconciliations in a cloud.
  • Implementing Oracle’s Financial Consolidation & Close solution as a replacement for its legacy HFM tool, bringing consolidations onto a common platform with planning and budgeting to streamline maintenance.
  • Building a new reporting framework with ~350 financial and operational reports / packs for planner and executive consumption, including a new monthly operating report and commentary collection.

Your value is enhanced.

You now have a single, modern, repeatable platform for planning, budgeting, consolidations, and reporting. New processes establish systematic reporting, not easily achievable prior—reducing manual effort and improving accuracy. The corporate reporting system and its built-in reporting packages now serve as a single source of truth for sales/revenue KPIs.. Put plainly, you possess a fully integrated, world–class EPM solution across 500+ facilities.

Enhanced value:

You reap multiple benefits, including:

  • Implemented fully integrated, world–class EPM solution across 500+ facilities​​​​​​​​​