The monthly update
Twelve updates a year, close week or not. Regression is either skipped or done by hand, and nobody can find the sign-off email in March.
Oracle EPM Cloud runs on a monthly clock. EPM Mate keeps everything around it in step.
Four utilities for the same Planning, FCCS, ARCS and EDMCS applications, under one login: automated patch testing, platform health, SOX audit readiness and a governance front door.
A month in Oracle EPM Cloud any month
MonTueWedThuFriSatSun
12345Test pods updated678910111213141516171819Production updated2021222324252627282930Access review due12345
- EPM TestMate validates the update on test pods, then production
- EPM Admin watches every application and pod, every working day
- EPM Auditor runs the access review and assembles the evidence
- EPM CoE Portal holds the run book, the owner and the roadmap all month
A month with EPM Mate
Oracle updates every EPM Cloud pod on a fixed cadence. Everything else happens around that clock, and each utility has its place in the month.
First Friday and third Friday
EPM TestMate
Validates the update on test pods, then on production, and files the audit package.
Every day
EPM Admin
Watches every application and pod, and runs the recurring jobs with production safeguards.
Quarter end, and every pull in between
EPM Auditor
Runs the access review campaign, checks segregation of duties on every pull, and ties each change to its ticket.
All month
EPM CoE Portal
Holds the run book, the owner, the roadmap and the value dashboard for every application.
The four utilities
Each one stands on its own and can be adopted on its own. Together they follow one update through the month: EPM TestMate validates it, EPM Admin shows which applications adopted it, EPM Auditor holds the release-governance evidence, and the EPM CoE Portal lists it against every application it touches.
EPM TestMate
The monthly update. For EPM admins, testers and Finance reviewers.
Automates regression testing after every Oracle update and application change; baseline-versus-post-patch compare with visual diffs; a 15-step patch-cycle run book and an audit package that builds on its own.
About EPM TestMateEPM Admin
The daily view. For platform owners and on-call admins.
One catalog of every application and pod; health diagnostics with threshold alerts; the performance of rules, forms, reports and jobs tracked over time and tagged to artifact changes; Activity Reports and logs cross-referenced for troubleshooting; Batch Job Studio turns plain English into scheduled batch job workflows with production safeguards.
About EPM AdminEPM Auditor
The audit. For EPM admins, Controllers, internal audit and control owners.
Quarterly user access review campaigns from identity-domain export to remediation and reconciliation, routed by business unit or to each user's manager; segregation-of-duties checks against your GRC policies on every pull; every object change tied to its ServiceNow ticket; evidence packs in the form your audit requests ask for.
About EPM AuditorEPM CoE Portal
The front door. For the CoE lead, Finance leadership and every user.
Run books, checklists, learning paths, contacts, roadmap and value per application, with a maturity score from 1 to 5 and warnings that raise themselves.
About EPM CoE PortalWhat changes
Portfolios, hierarchies and rules keep moving. Auditors keep asking. And the people who know how the applications really work are few.
With EPM Mate
Regression in hours, run by Finance, with the audit package produced by the same workflow that ran the tests.
About EPM TestMateOperations by complaint
Cube growth, slow calc scripts and degraded response times surface when a user calls, usually in close week, and finding the cause can take a weekend in Activity Reports. Scripting knowledge lives with one or two people.
With EPM Mate
Threshold alerts in week one, the cause found in hours from cross-referenced logs, and admin jobs built from a sentence, scheduled and logged, with production safeguards.
About EPM AdminEvidence rebuilt by hand
Each quarter the user access review is assembled from exports and lookups, approvals are chased by email, removals are made by hand and proved by re-export. SoD conflicts and change evidence are rebuilt the same way.
With EPM Mate
Access reviews run as campaigns with routing by business unit or manager, reminders, remediation and automatic reconciliation; SoD is checked on every pull; every change is tied to its ticket; the evidence pack comes out in the form audit requests ask for.
About EPM AuditorKnowledge in a few heads
Documentation in different drives, practices that differ by region, and a forecast cycle that slows down when its owner is on leave.
With EPM Mate
Run books complete enough to hand over, and a maturity score that names the gap before anyone is on leave.
About EPM CoE PortalWhy run the whole suite
One evidence trail, from update to audit.
The release TestMate validates is the release Auditor files, Admin tracks and the CoE Portal lists against every application. When the auditor asks how an update, an access change or a job was controlled, there is one answer and one set of evidence, not four tools and a spreadsheet to join them.
Problems found in the week they happen, not in close week.
The suite runs on Oracle’s calendar: the compare after the first Friday, the alerts every morning, the access pull before quarter end. A broken rule, a slow calc or an unexpected grant surfaces days after the update, with the context to fix it, instead of when a user calls.
A practice that keeps running when the expert is away.
Test libraries, run books, approver matrices and job workflows live in the suite with named owners and review dates, not on one administrator’s laptop. The update, the quarterly review and the daily jobs run the same way whoever is on duty, and the maturity score shows where that isn’t yet true.
Start with one application
Every engagement begins with a proof of concept on your own data at no cost, under Caresoft's co-investment model. What follows is fixed-cost delivery.
Pick one application
The one that hurts most: the busiest update cycle, the noisiest close, the thinnest documentation, or the next audit.
Run the proof of concept
EPM TestMate across one monthly update, EPM Admin on one pod, EPM Auditor on one access review campaign, or the CoE walkthrough. Two can run at once: the monthly update for EPM TestMate and your live quarterly review for EPM Auditor. Nothing to sign to start.
Review the results
Your baseline-versus-post-patch compare, your first alert, your first evidence pack, your maturity score. Then decide, and roll out at a fixed cost.