• One of the nation’s leading full-service EPM strategy implementation firms…

• Focused on all phases of the implementation from installation, project management, implementation, deployment and post go-live support

• Focused on large and small organizations from the Fortune 500 companies to the middle market

• Deep experience delivering EPM solutions from best practice process & technical design to the practical implementation of Oracle technology

• One of the nation’s leading full-service EPM strategy implementation firms…

• Focused on all phases of the implementation from installation, project management, implementation, deployment and post go-live support

• Focused on large and small organizations from the Fortune 500 companies to the middle market

• Deep experience delivering EPM solutions from best practice process & technical design to the practical implementation of Oracle technology

•Consolidation Design and Implementation•Financial Management (HFM)•Financial Reporting & Analysis•Financial Data Quality Management (FDQM)•Disclosure Management•Financial Close Module

•Consolidation Design and Implementation•Financial Management (HFM)•Financial Reporting & Analysis•Financial Data Quality Management (FDQM)•Disclosure Management•Financial Close Module

FinancialConsolidation

FinancialConsolidation

Planning & ForecastingPlanning & Forecasting

Reporting & Analytics

Reporting & Analytics

Business IntelligenceBusiness

Intelligence

•Planning Design & Implementation•Hyperion Planning•Planning, Budgeting & Forecasting•Capital Expenditure & Workforce Planning•Oracle Data Integration (ODI)•Essbase Analytics Link (EAL)

•Planning Design & Implementation•Hyperion Planning•Planning, Budgeting & Forecasting•Capital Expenditure & Workforce Planning•Oracle Data Integration (ODI)•Essbase Analytics Link (EAL)

•Essbase•Financial Reports•Web Analysis•EPMA•Profitability & Sales Analysis•Smartview for Excel, PowerPoint & Word•Sales and Expense Analysis

•Essbase•Financial Reports•Web Analysis•EPMA•Profitability & Sales Analysis•Smartview for Excel, PowerPoint & Word•Sales and Expense Analysis

•Oracle BI Enterprise Edition (OBIEE)•Oracle BI Applications•Oracle Database Relationship Management (DRM)•Essbase•Content Management

•Oracle BI Enterprise Edition (OBIEE)•Oracle BI Applications•Oracle Database Relationship Management (DRM)•Essbase•Content Management

EPM Experience…

Experience•Full-Service EPM Provider - We are a full-service EPM Firm that can deliver across your entire platform from Financial Applications (HFM, Planning, Strategic Finance, ) to Business Intelligence (Hyperion Essbase, OBIEE, FDM, MDM, etc.). We are certified and we install all products.•Success Leads to Success - Successful individual projects lead to additional software and consulting services. We are your best chance for success, focused on technology, process and change management.•Client References - Our BPM experience extends to large Fortune 100 companies such as General Electric, Hospira, Garmin Industries, Thompson Creek, Walter Energy, Morningstar, OSI Industries, The Havi Group, Capital One and others as well as many mid-sized companies in all industries. •Accelerators – Our extensive experience with the Hyperion Planning, Consolidations and BI tools have led to the development of practice aids and templates that not only ensure a successful engagement, but accelerate the delivery process. •Integration with Oracle ERP – In addition to EPM, InSource has deep experience with ERP solutions including SAP to integrate ERP process and data into your Oracle EPM solution. •Oracle Focus - We focus on the Oracle/Hyperion suite of products with certified experts and CPA credentials as well ; strengthening technology and business continuity.

Why InSource?

•Our loyal staff: InSource has a stable experienced work force. Turnover is a significant risk during a project and the Harvard ERP team is dedicated to the project from start to finish. •Our team has a deep knowledge of Hyperion/Oracle products. We have OVER 70 clients using versions 11.x . We have an excellent on time and on budget record.•Our entire EPM group works as ONE team. When one consultant encounters an issue the entire team jumps in to offer advice and to draw on their experiences. Our group is a seasoned one made of many consultants with over a decade of experience. The majority of our team has worked for Oracle/ Hyperion giving us close connections to the development team and ability to quickly get resolution to open SR’s or quick help. •We have our own internal infrastructure resources and our own internal environments for testing and backups. We make our environment available at no cost to the client anytime during the implementation. We have several resources that are available full time and not assigned to international projects should there be any “issues” that need quick resolution. •The EPM (Hyperion) Team are all committed to the success of every project we take on.•The EPM (Hyperion) Team - are product certified experts & most are CPA’s.

InSource Differentiators to our competitors:

Technology Evaluation and Strategy Setting Product Roadmap Application & System Review Business Process Assessment

Implementations, Upgrades & Migrations Infrastructure Staff Augmentation Custom Classroom Training

Company Services