EPM delivery control

Stop running EPM delivery on invisible manual checks.

EPM Vitals is on-premises software you run locally, not a SaaS service. It turns EPM evidence into reviewable proof paths and helps teams draft CalcScript and supported Groovy rules from bounded local evidence.

  1. 01Application Impact
  2. 02Business Logic
  3. 03Data Validation
  4. 04Metadata Review

Rule Writer

Move from explaining existing logic to drafting the next reviewable rule.

A licensed local Skill and MCP path connects selected Application Profile evidence, confirmed Cube scope, bounded technical facts, validation, and explicit final confirmation. The result is reviewable CalcScript or supported Groovy text, never a silent deployment.

01 Scope the request

Select the Profile and Cube, then clarify the calculation range, condition, and business logic.

02 Use bounded facts

Read only the allowed dimensions, members, RTPs, Data Maps, and policy facts needed for the draft.

03 Draft and validate

Generate CalcScript or a supported Groovy family, then check and refine the result before review.

04 Confirm and archive

Keep finalization explicit and retain an immutable Rule Archive revision after user confirmation.

Proof path

See how scattered EPM artifacts become proof paths.

Follow four compact paths: Data validates source-to-target results, Metadata compares packages and mappings, Application connects snapshots to impact and readiness, and Business Logic Explorer translates rule code into business-readable topology.

Data Drillable validation and one-button data readiness.

Compare source files with target grids, drill both ways into Excel evidence, and run data acceptance readiness checks without rebuilding review workbooks.

Explore data validation review
Metadata Centralized comparison, mapping review, and metadata health check.

Review metadata packages, mappings, structure changes, and catalog health signals in one shared review path.

Explore metadata review
Application Upload snapshots so impact chain and migration readiness are ready.

Read Oracle EPM or OneStream snapshots, trace connected objects, and run migration readiness checks.

Explore application impact review
Business Logic Explain hidden rule code as business-readable evidence.

Search an account, form, or rule to see how it is calculated, where it appears, and what it drives downstream.

Explore Business Logic Explorer

The work EPM Vitals makes visible

What it replaces

Private workbook and rule knowledge that is hard to review later.

EPM delivery work often depends on scattered exports, Smart View grids, metadata ZIPs, snapshots, mappings, business rules, calculation scripts, screenshots, and senior reviewer memory. EPM Vitals turns those artifacts into review paths the team can inspect and reuse.

Manual control work should not stay trapped in private files.

Manual pattern

  • Project evidence is reviewed across separate exports, grids, mappings, and application files.
  • Senior reviewers rebuild confidence through formulas, screenshots, and meeting notes.
  • Risk is discovered late, after the work has already reached a delivery milestone.

EPM Vitals pattern

  • Business Logic, Application, Data, and Metadata work follow clear proof paths.
  • Reviews produce repeatable outputs, explainable findings, and a clearer record.
  • Implementation teams and owners can discuss change readiness from the same record.

Three workspaces, four proof questions

Start from the delivery question your team needs to prove.

Pick one slice for the first conversation: an application change, a file-to-grid check, or a metadata comparison. The same pattern repeats: bring the context together, run the review, explain what matters, and keep evidence.

Metadata

Turn packages, mappings, and catalog signals into review findings.

Package compare Mapping review
Explore metadata review

Application confidence

Snapshot to readiness

Snapshot evidence becomes impact and readiness evidence.

01 Initialize the application view

Build a profile from snapshot evidence.

02 Explain the object people are worried about

Show calculation logic and connected impact.

03 Decide what is ready to move

Keep readiness findings in a review workbook.

Snapshot Reader Structured inventory and warnings from snapshot evidence.
Migration Readiness Baseline/candidate coverage, changed objects, and review queues.
Business use

Give teams a shared application record before change, migration, or cutover conversations.

Review output

Topology, impact paths, diff summaries, review queues, and downloadable workbooks.

Where it helps

Application onboarding, business logic review, impact analysis, snapshot inspection, migration comparison, and readiness sign-off.

Delivery lifecycle

Where EPM Vitals fits in the EPM delivery lifecycle.

From presales to managed services, EPM Vitals helps teams turn real EPM artifacts into repeatable proof paths, clearer decisions, and client-ready review records.

01

Presales

Client-specific evidence before the proposal.

Use it to

Use EPM Vitals to review one real slice before the project is fully scoped.

Impact

Sharper discovery. Stronger technical credibility. A more differentiated proposal.

02

Assess

A clearer starting point from real EPM artifacts.

Use it to

Use snapshots, metadata packages, mappings, files, and grids to surface hidden complexity early.

Impact

Better estimation. Earlier risk visibility. More credible client conversations.

03

Build

Repeatable review while delivery work is still moving.

Use it to

Review data paths, metadata changes, mappings, and application structure before fragile manual work becomes rework.

Impact

Less spreadsheet chasing. Fewer late surprises. More scalable senior review.

04

Release Readiness

Impact and readiness signals before business users see the change.

Use it to

Inspect impact chains, compare changes, validate files and grids, and create reviewable outputs before release or migration decisions.

Impact

Clearer sign-off. Lower delivery risk. Stronger confidence before go-live.

05

Operate

Reusable review paths for support and managed services.

Use it to

Reuse the same review paths for recurring changes, support tickets, mapping updates, and managed service work.

Impact

Better continuity. Faster response. Stronger client trust.

Product video

Watch the EPM Vitals review path in motion.

See how Application, Business Logic, Data, and Metadata review work becomes proof paths your team can revisit, explain, and share.

Open on YouTube
Video summary

This product video shows how EPM Vitals turns real Oracle EPM, Hyperion, and OneStream delivery artifacts into proof paths. The Data path compares a source file with a target grid and produces a result table that can drill back to both sides. The Metadata path reviews metadata ZIP packages and turns structure and mapping differences into findings the team can discuss. The Application path reads snapshots or exports, traces downstream impact, and supports migration readiness or release decisions. Together, these paths show how EPM implementation and operations work can move away from private spreadsheets and toward repeatable, client-ready evidence.

Demo path

See one EPM review path become a reusable proof path.

The demo shows how Application, Business Logic, Data, and Metadata review work can move from manual checking into clear outputs your team can revisit, explain, and reuse.

Book a 20-minute EPM slice demo
Slice Input Review output
Application One application change or migration question Impact and readiness discussion
Data One source file and target grid Validation, conversion, or readiness result
Metadata One structure or mapping comparison Change summary and mapping findings

Pricing

Start small. Prove the value. Keep it for the year.

Start with a USD 9.90 Evaluation Pass for 14 days. If it proves useful, upgrade to the USD 199 annual individual license. Team, partner, client-side company, OEM, and white-label usage starts with a focused demo.

Low-friction evaluation. One practitioner can test EPM Vitals before committing to annual use.
Annual license

Individual Practitioner

$199 / named user / year

For consultants, architects, analysts, presales specialists, and hands-on EPM practitioners who want to keep using EPM Vitals after evaluation.

Includes
  • One named user
  • Personal professional use
  • Application, Business Logic, Data, and Metadata workspaces
  • Evaluation Pass credit applied if upgraded
Demo-based

Partner / Company Use

Talk to us after demo

For implementation firms, managed service teams, advisory practices, client-side EPM owners, Finance Systems teams, and EPM COEs.

Discuss
  • Multi-user usage
  • Partner delivery and presales usage
  • Client-side rollout
  • Support expectations and commercial structure

Strategic discussion

OEM / White Label

Strategic packaging, embedding, or white-label usage is handled separately after product fit is confirmed.

Discuss OEM

Start with one user, or bring one real EPM slice to demo.

Start the Evaluation Pass as one practitioner, or book a focused demo for team, partner, client-side, OEM, or white-label usage.

Boundaries

Clear answers for the first conversation.

Is EPM Vitals replacing Oracle EPM, Hyperion, OneStream, or Smart View?

No. It strengthens delivery and operations review around the EPM platforms teams already use.

Is this only a QA tool?

No. QA is one symptom-level use case. The broader category is delivery and operations confidence. For the first workflow and common failures, see the Quick Start guide and Troubleshooting.

Does it automate migration?

No. It provides impact, readiness, and review signals that support migration and change decisions.

What applications are supported?

EPM Vitals currently supports Oracle EPM and OneStream evidence paths, including snapshots, metadata packages, mappings, files, grids, and business logic review.

Next step

Book a 20-minute EPM slice demo.

Start with one real proof path across Application, Business Logic, Data, or Metadata.

novlookup@epmvitals.com