For Oracle teams and implementation partners

EPCM depth for your deal. You keep the account.

We join Oracle sales teams and implementation partners as the design authority for profitability, cost and pricing models on Oracle EPM. We help in pre-sales, design the model and hand it off to your team.

Who we work with

Where we help a deal move

Oracle account executives

When the customer asks "how would it work for us?"

The deal stalls on profitability, cost allocation or pricing. We size the model and show the decision it answers, in the customer's language.

Solution engineers

When the demo needs real logic

Driver maps, allocation rules and the first reports for an EPCM demo or proof of concept. You run the demo; we stand behind the model.

Implementation partners

When your team has Planning but not EPCM

Your consultants build; we design. We act as design authority on the profitability and cost model and hand off something your team can maintain.

How we work with you

Four steps, one named principal

The person who qualifies the opportunity is the person who designs the model. You run the program and the client relationship.

01

Qualify

One call: which decision the customer needs to make and what data exists today.

02

Size

A one-day decision sizing workshop that gives you the scope and the story for the proposal.

03

Design

Drivers, allocation rules and reports for the EPCM application, documented for your build team.

04

Hand off

Training and documentation so your team and the customer can run and change the model.

What we bring

Three decisions, any industry

Profitability & Value Analytics

Customer, product and channel margins with cost-to-serve and the cost of capital.

Strategic Cost Management

Activity-based cost models from the general ledger to processes, services and business units.

Pricing & Revenue Optimization

Price floors, deal margins and discount guardrails built on the same model.

Healthcare · IMSS, Mexico

Cost model on Oracle Hyperion PCM and EPCM for Mexico's social security institute.

Banking · In delivery

Customer and product profitability model on Oracle EPCM for a multi-country banking group in the Americas.

After go-live

StrategicFinance.ai™ agents, built on Claude by Anthropic, help the customer operate the model.

How we design EPCM models →

Contact

Have an EPCM opportunity? Talk to the principal who will design it.

No forms and no sales team. Send a short note and you'll get a direct answer from Pedro San Martín.

It helps to include
The customer and industry. Or a description, if you can't name them yet.
The decision. Profitability, cost allocation, pricing or funding.
Where the deal is. Discovery, demo, proposal or delivery.
Pedro San Martín
Founder & Principal
Price, Profitability & Cost Management
Chair, IMA Profitability & Cost Management SIG
30+ years in cost and profitability models
Naples, Florida
Central America, Panama and the Dominican Republic
Contact Leonidas Rey, PwC Interamericas, PwC Strategic Finance Center of Excellence
leonidas.rey@pwc.com