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A South African financial giant had to choose between a mid-project metadata management pivot and years of rework and inefficiency. EPMware made the choice easy and painless.

When one of South Africa’s largest financial services institutions was nearing completion of an Oracle Cloud EPM upgrade while simultaneously rolling out OneStream, the financial enablement team realized they needed a better way to manage metadata consistently across all their applications.

The team was using EPMA, Oracle’s native metadata tool, but it didn’t support the organization’s updated requirements for:

  • Cross-model governance
  • Workflow-based approvals
  • Reusable configurations across applications
  • Integration readiness for OneStream

EPMware stepped in, and within a week, our team had designed a targeted proof of concept (POC) that would completely transform and future-proof the institution’s metadata management and data governance practices.

When the primary components of the POC were in place, the institution saw immediate improvements in metadata management supported by core EPMware features, including: 

  • Cross-platform support
  • No-code setup
  • Oracle Cloud Infrastructure-ready integration

EPMware replaced never-ending rework and costly inefficiency with a smart, reusable metadata management and governance model that simplifies metadata, automates change management, and future-proofs integration across all the financial institution's business-critical systems.

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“The Oracle tools would have served us for 2-3 years—but then they’d be thrown away. With EPMware, we can reuse everything in OneStream, ERP, and Data Warehouse later. That’s a win.”

 — Financial Enablement Lead

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