Leading Multinational Law Firm Places Planning & Reporting on its Docket – Verdict: Success​


A global law firm known for its extensive expertise across a broad range of practices employed a legacy on-premise budget tool to support its planning and reporting processes. It provided users the ability to employ Excel, but there were significant challenges creating efficiencies with its planning process and generating advanced analytics.

The company chose Oracle Enterprise Planning & Budgeting to overcome these challenges, and alongside its partnership with Circular Edge, achieved its EPM vision to adopt a first-rate planning and reporting solution that aligns to its users’ expectations.

Quick Facts


Legal Services

Deployment Location

North America

Oracle Cloud Products

Oracle Enterprise Planning & Budgeting

Top Customer Objectives & Challenges

  • Improve source system integrations that deliver improved analytics faster.
  • Reduce dependency to perform modeling of plan data in Excel by providing standard business rules in Enterprise Planning & Budgeting.
  • Introduce driver-based planning techniques to simplify planning process for users.


  • Annual planning cycle time reduced by 25%.
  • Calculation of activity and allocation planning models dropped from 5 hours to 60 minutes.
  • Delivered process to consolidate plan in real-time to users. 
  • Leveraging Financial Reports, Navigation Flows, and Dashboards, significantly improved reporting ease-of-use for planners.
  • Introduced driver-based planning and standardized calculations to support structured approach to build plan delivering expected result every time.
  • Delivered flexible planning techniques to users offering both driver-based or direct input planning.
  • Leveraged valid intersections to improve accuracy of cost center planning.

Key Benefits Achieved

Significant reduction in time to create and publish annual plan.​
Increased transparency in planning results through driver-based techniques. ​
Improved ease-of-use and to access to critical reports.​

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