Client Testimonial
"Working with Indrasol was a game changer for our FP&A team. What used to take days of manual effort and constant troubleshooting is now a smooth, automated process we can rely on. We finally have the confidence in our numbers and processes to focus on what matters Planning and Analysis."
The Challenge
Before partnering with Indrasol Solutions, the FP&A team at Kesaya faced a number of operational and technological hurdles that hindered their ability to efficiently manage financial reporting and planning.
The process for handling actuals data was entirely manual, relying on raw data extracts from NetSuite into Excel files containing millions of records. These oversized spreadsheets frequently crashed, causing delays and significant frustration for analysts attempting to perform basic tasks. Even when accessible, formula references often failed due to Excel’s memory constraints, further complicating efforts to validate or analyze the data. Access to actuals was limited to periodic, manual refreshes, which delayed reporting cycles and introduced risk due to stale or incomplete data.
On the planning side, departments prepared and stored their forecasts in siloed Excel files. Consolidating plans across departments meant manually merging spreadsheets—an error-prone process that lacked transparency and traceability. Version control issues were frequent, with teams often working off outdated or conflicting files. This created major inefficiencies and made it difficult for leadership to view a single, unified financial plan or perform meaningful variance analysis like Actuals vs. Plan.
In addition to these process inefficiencies, data security and auditability were major concerns. With critical financial data stored in uncontrolled Excel files, there was no robust mechanism to control user access, enforce role-based permissions, or prevent unauthorized changes. Audit trails were non-existent—any changes to formulas, values, or assumptions went undocumented, leaving the finance team vulnerable to errors and compliance risks. The inability to trace modifications or establish clear data ownership further eroded trust in the system and constrained the organization’s ability to operate with accountability.
Together, these challenges created a fragile financial planning environment marked by delays, errors, limited visibility, and high operational risk—highlighting the urgent need for a secure, scalable, and automated enterprise performance management solution.
Our Solution
Components
The Results
The implementation of Oracle EPM Cloud by Indrasol delivered a transformational shift in how the FP&A team operates, enabling them to move from a fragmented, manual process to a streamlined, secure, and highly automated environment.
One of the most immediate and impactful results was the dramatic reduction in planning cycle time, which dropped from multiple weeks to just a few days. With actuals data now flowing from NetSuite on an hourly basis, the finance team gained near real-time visibility into financial performance—allowing for faster, more informed decisions. Planners could now confidently perform critical analyses, such as Actuals vs. Plan, without delays or concerns about data accuracy.
By eliminating Excel-based planning silos and consolidating all departmental plans within a centralized EPM platform, the client achieved 100% consistency and transparency in their planning process. The burden of manual data consolidation and troubleshooting was replaced by a robust, auditable system that supports collaboration and accountability.
In terms of data governance, the solution introduced enterprise-grade security controls, including role-based access and full audit trails for all data and user actions. This significantly enhanced trust in the system and aligned financial operations with internal control and compliance expectations.
The finance team reported a massive reduction in manual effort, with some processes that previously took 10–15 hours per user now completed in under 2 hours. Errors due to version conflicts and broken formulas were eliminated, enabling the FP&A team to focus more on strategic analysis and value-added activities.
Overall, the transformation led to:
- 80%+ reduction in manual planning efforts
- Zero consolidation errors post-implementation
- Real-time access to financial data
- Improved confidence in reporting and planning
- Stronger compliance and data governance
With Indrasol’s EPM solution in place, the company is now well-positioned for scalable growth, better strategic alignment, and faster response to market dynamics—empowering the finance team to become a true business partner to leadership.