Oracle EPM Retail Company Customer Case Study | Circular Edge

Streamlining Planning at Leading Bookselling company with Oracle EPM

Optimizing Planning and Reporting Processes: How Leading Bookselling Company Transformed with Oracle Enterprise EPM


The leading Bookselling Company utilized Infor’s on-premise budget tool to support its planning and reporting activities, allowing Excel usage, but encountered significant challenges, including:

  1. Efficiency in Planning: Challenges in streamlining the planning process and generating advanced analytics.
  2. Dependency on Excel: Heavy reliance on Excel for modeling plan data, hindering efficiency and consistency.
  3. Planning Complexity: Need to simplify planning procedures for users through driver-based techniques.


To tackle these challenges, this company opted for Oracle Enterprise Planning & Budgeting and Narrative Reporting, joining hands with Circular Edge, renowned for Oracle Cloud expertise, to deliver solutions such as:

  1. Enhanced Source System Integrations: Integration improvements yield faster and better analytics.
  2. Standardized Business Rules: Reduced Excel dependency by implementing standardized rules in Enterprise Planning & Budgeting.
  3. Driver-Based Planning: Introduction of driver-based planning techniques to simplify the planning process.


The implementation produced remarkable outcomes:

  1. 25% Reduction in Planning Cycle: Annual planning cycle time shortened by a quarter.
  2. Enhanced Calculation Efficiency: Calculation time for stock ledger and inventory models decreased from 14 hours to 60 minutes.
  3. Real-Time Plan Consolidation: Delivered real-time consolidation process to users.
  4. Improved Reporting: Utilization of Financial Reports, Navigation Flows, and Dashboards improved reporting accessibility.

Key Benefits Achieved

The achieved benefits were substantial:

  1. Faster Plan Creation and Publication: Significant reduction in time needed for annual plan creation and publication.
  2. Transparency in Planning Results: Increased transparency achieved through driver-based planning techniques.
  3. Improved Ease-of-Use: Enhanced user experience with improved access to critical reports.

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