As the year comes to a close, finance and IT leaders are shifting their focus to 2026 planning. Budgets, forecasts, and compliance deadlines all put your Oracle EPM stack under pressure—and that makes year-end the perfect time to step back and ask: Is your EPM system running at its best?
A year-end review of your Oracle EPM environment ensures you’re not carrying inefficiencies, risks, or missed opportunities into the new year. Here’s why it matters:
Catch Issues Before They Snowball
Customizations, manual workarounds, and outdated processes can slowly build up over time. A year-end check helps uncover:
- Bottlenecks in reporting cycles
- Integration gaps with ERP or other systems
- Scripts or automations that no longer align with current business needs
Identifying and resolving these issues now prevents costly disruptions when next year’s peak cycles hit.
Align with Evolving Business Needs
Your business doesn’t stand still—neither should your EPM stack. A review highlights whether your planning models, reporting structures, and consolidations still match how your organization operates today. It’s also a chance to:
- Revisit security and compliance requirements
- Evaluate whether new features or cloud capabilities can replace heavy customizations
- Explore automation opportunities to reduce manual work
Improve Performance and User Adoption
Slow processing times, confusing reports, or limited mobile accessibility all add friction to the user experience. A system tune-up can:
- Optimize performance for faster close and forecast cycles
- Improve dashboard usability for executives and analysts
- Increase user adoption by reducing frustration and training time
Plan Proactively for 2026
A year-end review positions your team to hit the ground running in January. Instead of reacting to issues mid-cycle, you’ll have a clear roadmap for:
- Upgrades or migrations
- Process redesigns
- New reporting and analytics capabilities
Think of it as starting the year with a clean slate—and a stronger EPM foundation.
Also, don't forget about... Weighing Support Services Options
Beyond technical fixes, many organizations also use this time to reassess how they’re resourcing their Oracle EPM environment. Should you continue with in-house ownership, or is it time to lean on a managed services or staff augmentation partner?
US-Analytics can help you evaluate the pros and cons of each support model—balancing cost, expertise, flexibility, and risk—so you’re confident your EPM support structure is built for both stability and growth in 2026.
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