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Client Case Studies


Remy International Inc.

Hyperion Financial Management (HFM)


The Client:
Headquartered in Indiana, Remy International is the leading provider of starters, alternators, and hybrid motors for the heavy duty and light duty original equipment market. Remy has facilities in 11 countries and four different continents around the world.

The Challenge:
Remy was using Hyperion Enterprise for Consolidations and Financial Reporting. Oracle placed Hyperion Enterprise on sustaining support in April 2013 which required Remy to determine a strategy for a future Consolidation and Financial Reporting platform. Because of this, Remy sought a migration from Hyperion Enterprise to Hyperion Financial Management that would support existing functional requirements that were in place with Hyperion Enterprise at the time.
Additionally, Remy hoped to take advantage of Hyperion Financial Management’s new features and functionality where possible within the scope of the migration.
“Vertical Edge Consulting Group was chosen for several reasons. They had a successful track record for the type of migration and implementation that we were seeking. Additionally, they were approachable, easy to negotiate and plan with and willing to listen and customize the project to our very specific needs.” Holly Koch, Director of IT continued, “The final consideration was that they were able to work within our budgetary constraints. Choosing to partner with Vertical Edge on this project was an easy decision as they consistently provided highly customized solutions that were further backed up by quality work and delivering on their commitments.”

The Solution:
Vertical Edge set out to approach Hyperion Enterprise migration for Remy with a focus on meeting the existing functional requirements while implementing a solution that would take advantage of Financial Management’s additional robust features and functionality.
The project integrated HFM with the existing Remy solutions that integrated with Hyperion Enterprise: Metadata (DRM); Ledger Balances; Journal Loads; Map External / Non-GL Data (Ops Metric, Budget, Forecasting). Once this was in place, the Vertical Edge team set out to ensure that Remy personnel were trained and able to support the new consolidation solution.

The Success Factors:
 The project was scheduled for a January 1st go-live with two months of parallels. The project went live without any delay.
– The project came in slightly under the approved capex budget. The remaining funds were used for performance enhancements and additional administrative assistance provided by VECG upon request from Remy.
– Minor additions to the original scope were made to accommodate several efficiencies requested by the Finance team. Remy worked with VECG to ensure that these additional deliverables did not affect the timing nor the cost of the project.
– According to Koch, “Remy executive management openly described this implementation as ‘nearly flawless’ during post-implementation discussions”
– Oracle Financial Close Solutions is composed of multiple modules. Remy was able to leverage the Financial Management module but also had room to scale to the other modules should their business demand additional solutions in the future.

Company Annual Revenue:
$1.1 Billion

The Solution Products:

National Manufacturing Company Specializing in Consumer-Packaged Goods

BI Cloud Implementation

The Client:
Our client is a world-class leader in the development and production of high-quality color cosmetics, skin care, hair care, bath and body care and OTC products.
They are an outsourcing partner to major global brands and trend setting players across all distribution channels, from high-end to mass market.

The Challenge:
Through discussion, it was determined that this company needed our team to develop an enterprise analytics and data integration solution that would provide dashboards, analytics, and operational metrics from their Oracle EBS, ERP and Shop Floor Production Systems.
They were facing a data issue within their production operations group which was delivering inaccurate and untimely data to key company executives.  Their systems were constrained by a multitude of ERP data dumps and spreadsheets with multiple variations of the “truth” and lacked a true enterprise analytic system or data strategy to manage the operational and executive reporting requirements.

The Solution:
Vertical Edge was able to provide the manufacturing and production operation expertise necessary to understand the complex production process Oxygen Development utilizes, and create a full enterprise-level suite of Analytics.  The KPIs, Dashboards and Metrics enabled key operations executives to achieve a tighter integration between Oracle EBS, strategic planning and operations performance measurement.
Our team did a complete implementation of Oracle BI Cloud including the integration between Oracle EBS and BI Cloud using Oracle Data Sync Services and custom dashboards, KPI and operational reporting.  Additionally, Vertical Edge completed Phase 2 of this project which involved the implementation of multi-dimensional reporting to assist with strategic planning.

The Success Factors:
– Tighter integration between Oracle EBS, strategic planning, target setting, performance measurement
– Increased focus on critical performance metrics at corporate and business unit levels
– Automated standard KPI reporting across the company
– Improved staff productivity / collaboration / accountability by 25%
– Enablement of Enterprise Analytics tools to ensure enhanced efficiency and effectiveness, and support multi-dimensional analysis across all reporting areas that support production operations
– Data Visualization capabilities, enabling self-service BI supporting transactional/operational analytics
– Implementation of a data governance model to maintain data quality and solution integrity

 Company Annual Revenue:
$100 Million

 The Solution Products:
– Oracle EBS
– Oracle BI Cloud
– Oracle Data Visualizer

The Highlights:
– Production Operations Analytics and Dashboards
– OLAP Cubes for Finance/Sales Reporting
– 25 BICS Users

Information Technology

Industry Leader in Optimizing IT Infrastructures

Ground-up Redesign of their entire EDW and BI Architecture

Information Technology Services

The Client:
Our client is a recognized industry leader in optimizing IT infrastructures with comprehensive solutions in three key areas – Workplace, Network, and Data Center Services.
Their team helps to maximize the availability, efficiency and productivity of IT infrastructure, regardless of its maturity. With experienced professionals and strategic partnerships in place, they transform IT environments to a future state centered around a pleasing end user experience supported by advanced, cloud-based, on-demand technologies and services.

The Challenge:
Business units within the company faced severe data challenges that were constrained by an outdated EDW architecture that was ineffective at providing key business leaders with timely and accurate information for decision making. A myriad of source systems and multiple reporting solutions created confusion and headache in determining which system to report out key metrics and KPIs across the company.

Examples of the data architecture challenges included:
– 30+ source systems, delivering data to multiple warehouses
– Significant customization of ERP software
– Multiple reporting engines, with significant overlap

The Solution:
This Information Technology Services company partnered with Vertical Edge Consulting Group to provide a ground-up redesign of their entire Enterprise Data Warehouse and Business Intelligence architecture. Utilizing Oracle Database, Oracle BI Foundation Suite, Oracle Business Intelligence for Applications (OBIA) combined with industry leading visualization solutions, Vertical Edge created a solution that solves their critical data needs, consolidates their source system facts and dimensions while providing scalability and extensibility which allows for years of growth and innovation for the company.

The Success Factors:
– Reduced time to live data for consumption from one week to six hours across all source systems
– Increased use of OBIEE and OBIA footprint, allowing all Finance OPEX to be developed out of OBIA
– Consolidated multiple EDW environments on Oracle-based EDW, removing Tableau and Microsoft SQL Server/Power BI environments
– Future work with this company includes PBC, FCC and Essbase Cloud or Studio

Company Annual Revenue:
Nearly $1 Billion

The Solution Products:

Health & Nutrition Science

Global Organization Fulfilling Grower Needs in Specialty Segments

Essbase Sales Reporting

Health & Nutrition science

The Client:
Our client operates in more than 60 countries worldwide and concentrates more than three-quarters of the entire operation to bringing new products to market.

They focus on helping customers cultivate business growth through the development, marketing and distribution of innovative, high-quality chemical solutions for today’s dynamic Agroscience and health and nutrition science marketplace.

The Challenge:
The client needed our team to assist them in addressing the challenges arising from replacing an outdated process of Excel models and other various data warehouse systems with a Reporting and Budgeting system for sales data.

Many country-specific source systems provided inputs to their long-range plan which, due to disparate formats and local currencies, created challenges when collecting, transforming and analyzing data in a meaningful and timely fashion. Further, routine reporting exercises were taking several hours to complete.

The Solution:
Vertical Edge designed and implemented a single consolidated system that provided efficient data collection, currency conversion, and consistent reporting from several disparate transactional systems, including BAAN, SAP, Cognos and GDW. In this process, our team created a central location for the data in an Oracle Essbase application and coupled it with Oracle’s Financial Data Management (FDMEE). Consequently, the client now has data in a centralized location to make sound business decisions regarding Marketing and Sales.

The Success Factors:
• Reduction of manual data processing and storage
• Centralized source for actual data, budget data and long-range plan
• Ability to store and access multiple versions of the budget/forecast in one source
• Enhanced functionality for budget, long-range plan, and variance reporting and analysis
• Reduction in reporting and planning errors
• Improved budgeting and long-range plan processing times
• Improved audits and controls
• Improved capabilities for ad hoc reporting and detailed analysis

Client Statistics:
• Operates in more than 60 countries worldwide with over 3,000 employees
• Manages a portfolio of more than 200 active ingredients and 7,000 product registrations with a focus on high-growth countries and niche markets

The Solution Products:
• Oracle Essbase
• Oracle Financial Data Quality Management Enterprise Edition (FDMEE)
• Oracle SmartView Reporting


National Communications Company

Oracle Essbase


The Client:
The client is a leader in providing communications services to urban, suburban, and rural communities in 29 states.

The Challenge:
Our initial engagement with the client focused on performance issues within their Oracle Essbase built management reporting applications. Their financial systems hardware had no significant investments for an extended period of time and was running on a legacy release of the Oracle software.

The Solution:
With an acquisition on the very near horizon and an already system constrained environment, the client acted on the short-term recommendations. Priorities included a hardware update coupled with a technical upgrade to the latest Oracle Essbase release ( The new release provided access to the “Hybrid Aggregation” feature which, with the use of Flash PCI Storage, reduced the overnight data processing from 10 hours to 90 minutes. The reduced cycle time alleviated the bottleneck effect on the financial organization.

The Success Factors:
– The next steps in the remediation plan consisted of a managed services support strategy, including transitioning to a more modern job scheduling methodology and controls around metadata management.
– Throughout the engagement, detailed end-to-end business process control, validation and documentation was designed and developed to ensure successful execution of key business activities.

Company Annual Revenue:
$8.9 Billion

The Solution Products:
Oracle Essbase (







International Holiday Timeshare Company

FDM Classic to FDM Enterprise Edition (FDMEE)


The Client:
The client is the leader in vacation exchange, offering the world’s largest vacation exchange network and providing unrivaled products and services to enhance the vacation ownership experience.
The client helps its subscribing members take the vacations of their dreams and explore the world through access to more than 4,300 affiliated resorts in more than 100 countries.

The Challenge:
The client had a very sophisticated data load process, which was built around Oracle’s Hyperion Financial Data Management (FDM) Classic software.
Historically, their platform had maintained two separate production systems, each supporting different lines of business. Additionally, it had over 80 locations. The client pursued a system upgrade that enabled retention of vendor support, therefore maintaining compatibility with Microsoft Office and web browsers.

The Solution:
Our initial engagement with the client focused on a system conversion from Oracle’s legacy product, Hyperion FDM Classic, to it’s successor, Hyperion FDM Enterprise Edition (FDMEE). Although there were synergies to combine the lines of business to one production system, the client saw great value in maintaining separate systems.
After assessing the client’s platform, we used an Open Interface Adaptor (supported by FDMEE) to design a flexible template to support both the line of business consolidation system and the corporate consolidation system, two separate Hyperion Essbase production environments.
We also found in the assessment that the client had been using SOX 302 capabilities for regulatory purposes. These capabilities, however, were no longer available in the new FDMEE software. Despite this, we helped the client meet their regulatory needs by leveraging a custom developed Microsoft SharePoint module that had precise integration with the FDMEE software.

Company Annual Revenue:
$4.3 Billion

The Solution Products:


Real Estate

Welltower Inc.

Hyperion Financial Management (HFM)

Real Estate

The Client:
Welltower delivers the health care infrastructure necessary to facilitate better treatment at lower costs while keeping patients out of the hospital. The business is centered on a relationship-based investing platform. With corporate headquarters in Toledo, Ohio, Welltower provides real estate capital to leading seniors housing operators, post-acute care providers and health systems. They currently have over 2500 legal entities included in their applications with many different forms of ownership.

The Challenge:
Welltower original contacted VECG in 2014 to add a legal entity hierarchy to their existing HFM application. This piece was completed during a four-month project which included working with Welltower to determine the actual hierarchy as well as creating the consolidation methods and modifying the application to support various tax reporting requirements.
In April 2016, Welltower reached out to VECG to assist with a re-implementation of HFM. They were re-implementing their ERP system to better support their legal entity and tax reporting needs which facilitated the need to re-implement HFM. VECG consultants were able to develop the new HFM application to support SEC and Tax reporting needs in both local currency and US Dollars. This project was completed in time for their September/Q3 close and reporting needs.
Welltower engaged Vertical Edge to build an on-premise planning system that replaced the existing planning process of using Excel models by the Corporate FP&A Group. In addition, Welltower also wanted to build out a Workforce Planning application using Planning and Budgeting Cloud (PBC) to provide a budget model for compensation planning.

Welltower reached out to VECG to help with the re-implementation based on our previous working relationship with them. According to Marc Zinck, Assistant Vice President, Information Management, “We were pleased with the work that Vertical Edge did for us on the initial project in 2014 as well as their availability and ability to resolve issues effectively and efficiently through infrastructure support.”
Vertical Edge was working on a Hyperion Planning implementation for Welltower when they reached out to us for assistance with the new HFM project.

The Solution:
The HFM project entailed created multiple HFM consolidation methods and scenarios that supported different tax and legal (SEC) reporting needs. The application needed to function using different consolidation methods for Tax and Legal/SEC reporting as well as have additional non-GAAP consolidations.
Additionally, the project included changing the chart of accounts to match the new ERP accounts as well as streamlining the FDM mappings that were required. In addition to building the new HFM application, Welltower decided to build multiple FR Studio reports to support reporting needs. This was a change from the previous version of HFM where Welltower users relied almost completely on SmartView reports. Tom Russell, Director, Corporate FP&A shared, “VECG consultants were able to demonstrate the benefits of using FR Reports to support reporting needs while reducing the maintenance of hundreds of excel spreadsheets.”

The on-premise Corporate Planning application served Welltower with the following purposes:
– Provided a Budget Model for Corporate Planning (Acquisition Pipeline, Equity, G&A, Capital Expenditure, Non-secured Debt Interest Expense, and Secured Debt Interest Expense)
– Provided currency conversions capabilities
– Provided additional analytic capabilities performed by Corporate FP&A
– Provided data integration of budget and forecast to HFM for a Consolidated Welltower income statement
– Provided data integration of Final Budget to JDE.

It was important that the PBC solution for Compensation:
– Provided a centralized and driver-driven budgeting system for compensation planning, analytic capabilities by HR and Corporate FP&A
– Provided currency conversion capabilities
– Integrated employee data from ADP and SuccessFactor
– Integrated compensation budget to new Corporate Planning application.

The Success Factors:
– “The project was completed on time, within budget and exceeded all of our requirements. We are extremely pleased with the results of this project,” said Marc Zinck, Assistant Vice President, Information Management.
– Vertical Edge is anticipating that Welltower will upgrade their HFM and FDM applications to the latest version of the software this year. This was previously something that had not been an easy task due to all the complexities in the FDM application mappings.
– “We were excited to partner with Vertical Edge when we made the decision to re-implement HFM during our JDE upgrade, said Marc Zinck, Assistant Vice President, Information Management. “Our application includes thousands of legal entities with various methods of ownership resulting in a wide variety of consolidation needs. The Vertical Edge team worked seamlessly with both our accounting and tax teams to find solutions for everyone’s consolidation and reporting needs.”

The On-Premise Corporate Application has allowed Welltower key benefits including:
– Reduction of manual data processing and storage
– Centralized source for actual
– Budgets and forecasts
– Ability to store and access multiple versions of the Budget/Forecast in one source
– Enhanced functionality for Budget, Forecast, and Variance Reporting and Analysis Improved functionality for Plan Modeling
– Reduction in errors
– Improved Budgeting & Forecasting processing times
– Improved audits and controls
– Improve capabilities for ad hoc reporting and detailed analysis.

The Compensation Application in PBC allowed Welltower to:
– Move from Excel to a systematic cloud based solution
– Provide a central location for Compensation Budgeting and Analysis
– Reduce manual data processing and storage
– Store and access multiple versions of the Budget/Forecast in one source
– Enhance functionality for Budget, Forecast, and Variance Reporting and Analysis Improved functionality for Compensation Plan Modeling
– Reduce errors
– Improve Budgeting and Forecasting processing times
– Improve audits and controls
– Improve capabilities for ad hoc reporting and detailed analysis

“Welltower looks forward to a continued partnership with Vertical Edge. We know that we can depend on them to deliver results in a timely manner that meets our budgetary needs,” concluded Marc Zinck, Assistant Vice President, Information Management.

Company Annual Revenue:
$4.2 Billion

The Solution Products:

Sports Entertainment

PGA of America

Hyperion Planning

Sports Entertainment

The Client:
Founded in 1916, The PGA of America is the largest working sports organization in the world. It is comprised of more than 28,000 dedicated men and women promoting the game of golf to everyone, everywhere.

The Challenge:
PGA needed to revamp their existing Planning applications and outlines to accommodate the changing chart of account structure because of an ERP Oracle Fusion upgrade implementation from On-premise to Cloud. They needed seasoned consultants who were experts in this area to help them determine how best to make Planning on premise work with their ERP Cloud solution.
According to Pedro Del Rio, Financial Systems and Reporting Manager, “Vertical Edge Consulting Group seem to have the expertise, the understanding and experience that we were looking for”. Del Rio continued, “Their team of professionals demonstrated the ability to foresee issues that could potentially arise as a result of such a complex upgrade. Vertical Edge was eager and willing to share their knowledge and experience while providing comforting advice. This pairing along with an ease in communication allowed us to feel comfortable partnering with them.”

The Solution:
After modifying and upgrading the chart of accounts in the ERP system and moving to the cloud, PGA needed to ensure the same changes were completed and transitioned to their existing Planning Applications used for Budgeting and Forecasting. Their finance cycle was close to having to enter their annual budget process so particular attention to their forms, outlines, applications, cubes and financial reports needed to be made so that all was in order for their Planners. The upgrade needed to be completed effectively and timely. “We not only wanted a team of experts to come in and design and implement applications that we could maintain but, we wanted a partner that would take the time to explain the design and transition the work effectively”, commented Del Rio. “Vertical Edge did this with ease and professionalism and provided our team with detailed explanations that would allow our internal team to be able to continue supporting the application going forward.”

The Success Factors:
– PGA of America was able to successfully complete their 2017 Fiscal Year Budget Process by transferring actuals from ERP Cloud Fusion to Planning via load rules.
– Their team of planners were able to access the forms and use the new chart of account structure to prepare their budgets and monthly forecast.
– Additionally, their team was able to generate reports that allowed them to make decisions and provide sound explanations of variances. Planning administrators were also now able to use the Test environments that previously were not working before their engagement with Vertical Edge.

Company Annual Revenue:
$141.6 Million

The Solution Product:
Hyperion Planning