Why Oracle EPM Projects Succeed (or Fail): Lessons From the Customer Community
What does a successful EPM journey actually look like beyond go live?
In this episode, Dave Whitaker, Solution Engineering Leader at Oracle, joins EPMI to break down how organizations move from initial EPM implementation to true business transformation. Drawing on more than 20 years in the Hyperion and Oracle EPM ecosystem, Dave explains what separates basic implementations from platforms that deliver real ROI.
The conversation covers where companies should start, why planning transformations often struggle, how to measure success beyond cost savings, and why vendor consolidation is accelerating across industries. Dave also shares Oracle’s perspective on AI adoption, modular EPM rollouts, and what the future looks like for finance teams as automation and agents become embedded into the platform.
If you are evaluating Oracle EPM, modernizing from Hyperion, or planning your next phase of transformation, this episode outlines the mindset, leadership, and strategy required to get it right.
Topics include
Starting the EPM journey the right way
Common planning and change management challenges
Measuring ROI through faster close and better decisions
Vendor rationalization and platform consolidation
Oracle EPM’s differentiation in a crowded market
AI adoption and the future of finance transformation