Bayview, headquartered in Coral Gables, FL, is an investment management firm focused on investments in mortgage and consumer credit. Founded in 1993, Bayview has built a fully integrated investment platform with operational expertise to create value across credit markets.
Bayview engaged Circular Edge to design and implement a planning and reporting system leveraging Oracle Enterprise Performance Management Cloud to support the following requirements:
Prior to adopting the Oracle Cloud solution, the legacy process was supported by disparate spreadsheets, network share drives, and email correspondence. It was not possible to generate the analytics business users needed to make educated investment decisions or negotiate better terms with lending institutions. Publishing updated compliance certificates based on current financial results was a challenge that required manual data entry and validation. The ability to evaluate covenant calculations based on forecasted financial results was not possible.
Today, Bayview can capture and analyze fund financials, derive covenant calculations based on those results, and report compliance status in a unified connected process. Reporting becomes available immediately after the financials are loaded into the system. This process, which took days to complete, can now be done in minutes.
This solution using Oracle Cloud EPM’s Enterprise Planning & Budgeting and Narrative Reporting delivered value to the business users where none existed before.
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“My overall experience with Circular edge has been very positive. Their resources I am using in the area of CNC and functional support are excellent. Utilizing the Smart Help approach has been a very flexible and economical way for us to scale our CNC resources and the technical support they provide, has been critical to the success of our project to upgrade to E1 9.2.2.2 tools.”
Leo, IS Manager, Electrical Manufacturer“I appreciate the efforts; very glad to see the usage came in this way, and overjoyed with the quality of the work done. My biggest concern going in was the retrofits. They turned out to be the least troublesome for us. It continues to be a pleasure working with Circular Edge. We will certainly be engaging your team for future efforts. Thank you for helping us achieve a painless upgrade in record time.”
James, Senior Director of IT, Outdoor Sports Products Manufacturer“Circular Edge has been instrumental in providing support to Denver Water during a period of transition. They have provided the flexibility to scale up and scale down as necessary while only charging us for the time we use.”
Jonathan, IT Manager of Enterprise Resource Management, Water Utility Company“I had a very time sensitive project related to integrating our JD Edwards ERP to our Ecommerce and Amazon systems for Sales Order Automation. Circular Edge hit the mark on time and on budget. I will be having CE bid for further projects and would highly recommend them!”
Thomas, JD Edwards Architect, Pharmaceutical Company“Circular Edge did a phenomenal job accelerating our JDE 9.2 upgrade and migration from a managed JDE hosting provider to MS Azure. Utilizing their SmartHelp offering, we have reduced overall JDE related infrastructure and support costs while providing better oversight of our environment and reduced development response times to our customers. Their proactive Lynx monitoring approach helps us to catch issues immediately – a huge step up from being alerted by our customers!”
Jeremy, SVP Information Technology, Retail Real Estate Investment Trust“I have been working with the Circular Edge Team for about 8 months, solution-ing various integration needs, and absolutely feel they have brought incredibly talented 'solution experts' to the table. They are helping our team integrate CRM & CPQ to JDE for Construction ETO Support & Job Cost functionality -- something never before done -- and we are seeing incredible success!! Their collaboration capabilities, willingness to 'do it right' and work ethic is exemplary -- looking forward to launch and continuing to work with the Circular Edge Team!”
Tracy, ERP Business Analyst – Construction, Foodservice Equipment & Supplies Company“The Circular Edge owners and seemingly every resource, albeit working in-house at our company or offshore, demonstrate a passion and drive as if they are a part of my company. They were an integral part in migrating our company from an outdated ERP system to JDE E1. Since that launch of 5.5 years ago, their Smart Help division has, and continues to aid us in configuring new processes, modifying and developing new software and trouble-shooting issues as needed. I have nothing but praise and respect for CE.”
Harry, JDE E1 Order to Delivery Support, Nutritional Supplements Manufacturer“Even though we have a highly customized environment, Circular Edge has proven time and again, to be an expert resource for me and my team. As far as our vendors go, Circular Edge consistently ranks among the highest in customer satisfaction, responsiveness and flexibility, they really are a great company to work with.”
Dan, Director of IT, Commercial Landscaping & Real Estate Company“Circular Edge understands how to structure and optimize an implementation. The group is our partner of choice for support. Their team understands how to stabilize and configure an ERP implementation to realize the vision of the organization. In addition, the team is there to support us as we continue to maximize our growth with Oracle’s JD Edwards EnterpriseOne applications.”
Samir, Regional IS Manager, IT, Beverage Imports & Distribution Company“Circular Edge came in the middle of our Oracle Sales Cloud and JDE Implementation after a failed attempt with another vendor. They were one of the few partners we found, who had in-depth knowledge in both OSC and JDE. Circular Edge delivered a fully working integrated solution and implemented OSC and JDE Fast Lease within a very aggressive time frame and met the Go Live deadline on Budget and schedule.”
Sanjay, Director of Q&A, Retail Real Estate Investment Trust“Circular Edge has been a trusted partner for our JD Edwards initiatives for a number of years. We have utilized their services repeatedly and we’ve been very satisfied. They have always provided well-qualified developer consultants to us when we have needed them. Circular Edge’s services have been critical to our success thus far, and we expect to continue leveraging them as a strategic partner going forward.”
Dan, VP Enterprise Applications, Door Opening Solutions Manufacturer“Smart Help support helped us achieve outstanding results for our Company. Most companies have dedicated onsite resources with specific skill sets. Using Smart Help allowed us to have onsite resources support our JDE systems but also allowed us to utilize the entire team of varied skill sets whenever needed as well. This ensured our company success no matter what project or issue we were facing there was always someone within the Circular Edge Smart Help team with the required skill set available.”
Maria, while Senior Manager IT, Pharmaceutical Company“CX - Circular Edge was able to assist our firm in implementing Sales Cloud R11 and providing an additional custom app solution within our JDE 9.2 implementation. Both products were fully integrated and tailored to fit our needs in the Real Estate Industry. They delivered a high quality product after carefully considering our needs while delivering the product on time. Circular Edge has also been very helpful in post Go Live Support.”
Gerald, Senior Vice President, Retail Real Estate Investment Trust“CX - In only 8 weeks, we were able to get our sales team up to date with the tools to increase our revenue and customer satisfaction. Getting mobile was just an added benefit to enable our team! Circular Edge knowledge of JDE and best practices was critical to get the processes optimized on both applications.”
Bill, Corporate IT Director, Floral Products Manufacturer“Our initiative to implement JD Edwards across all our International Business Units required us to partner with a company that had a wide global footprint and the expertise in International rollouts. We spent a long time vetting many companies and Circular Edge rose to the top. They not only provided the necessary expertise in International roll outs but also provided the expertise in localization requirements for each of our business units. We also needed a partner that could provide post go live support for our business units and Circular Edge has worked with us to put a support plan in place to support our business units after go live.”
David, Sr. Director IS, Flooring Manufacturer“As the Sr. Manager of Global Operational systems, Circular Edge is my 'Secret Weapon' for Application Integration, Application Development, and Application Security. During my 6 years we have partnered and completed an Application Upgrade, Tools Upgrade, Global ERP Roll-out to countries such as (Belgium, Turkey, Mexico, Hong Kong, South Africa and Brazil). Circular Edge always presents top notch resources that blend with my internal resources to accomplish our corporate goals and initiatives. The Smart Help Program allows me to expand and contract resources to deliver on promises to the business on urgent requests, daily production support, and collaborating with my team to bring out the best solutions. We are now building on standardizing our best business practices with Cafe1 & E1 pages. The story goes on and on.”
Vincent, Sr. Manager Operational Systems, Animal Health & Nutrition Company“Circular Edge consultants are phenomenal! After unsuccessful implementation work by two other consulting companies, Circular Edge took on the challenge to implement a complex Apparel Management system. The team that was selected was the cream of the crop. They worked tirelessly to execute a successful implementation. They understood the end to end apparel business processes, architected the end to end solution, executed a tailored project and change management and helped all users embrace and adapt from multiple legacy systems to the new JD Edwards Enterprise One system.”
Soo-Jin, CIO, Denim Jeans Manufacturer“We depend on Circular Edge for JD Edwards CNC support and development. Their flexible support plans and knowledgeable staff allow us the freedom to run our business. It’s a win-win – we can both concentrate on what we do best, for us, it’s Real Estate, for them it’s JD Edwards.”
Lee, Director of Applications, Commercial Real Estate Investment Trust