The client is a large UK public sector organisation responsible for managing complex financial operations, statutory reporting, and high-volume transactional processing across multiple services and departments.
Operating in a highly regulated environment, the organisation relies heavily on Oracle Fusion Financials to manage:
- Receivables and debt management
- Cash management and bank reconciliation
- Regulatory and statutory submissions
- Integrations with multiple third-party systems
- Management reporting and operational analytics
Given the scale, complexity, and public accountability of its operations, system reliability, data accuracy, auditability, and performance are mission-critical.
The Challenge
The organisation’s Oracle Fusion environment had grown functionally and technically complex over time and was no longer operating in an optimal or scalable manner.
Key challenges included:
- High levels of manual processing across receivables, cash management, debt management, and regulatory reporting
- Inconsistent and poor-quality master data, impacting transaction processing, reporting accuracy, and automation
- Overly complex and fragile integrations with multiple third-party systems, requiring frequent manual intervention
- Limited visibility and control over integration health and failures
- Cumbersome reconciliation processes across AR, Cash Management, GL, and external systems
- Heavy dependency on custom processes and workarounds instead of standard Oracle functionality
- Inefficient reporting landscape, with gaps between business needs and available insights
- Operational risk caused by lack of automation, weak controls, and process fragmentation
- Growing technical debt and increasing cost of support and maintenance
The client needed more than just fixes, they required a strategic, end-to-end review of their Oracle Fusion platform to:
- Stabilise operations
- Simplify architecture and processes
- Improve automation and control
- Build a long-term roadmap for scalability, governance, and performance
What did Sera Neon do?
Sera Neon delivered a comprehensive Oracle Fusion Strategic Review and Transformation Roadmap, covering process, data, integrations, automation, reporting, and architecture.
1. Deep-Dive Platform & Process Review
Sera Neon conducted a structured review across:
- Accounts Receivable & Debt Management
- Cash Management
- Integrations with third-party systems
- Regulatory and statutory submissions
- Reporting & analytics
- Automation & RPA opportunities
- Architecture, security, and approvals
This included:
- Review of configuration workbooks, FDDs, TDDs
- Review of production configuration
- Integration performance and failure analysis
- Process walk-throughs with business teams
- Identification of bottlenecks, risks, and inefficiencies
2. Functional & Operational Optimisation Design
Sera Neon produced detailed, prioritised recommendations to:
Simplify and standardise:
- Receivables, Cash Management, Debt Management
- Replace manual processes with standard Oracle functionality
Improve:
- Auto-application
- Dunning
- Refunds
- Statements
- Bank reconciliation
- Intercompany and interbank processes
Introduce:
- Proper data standards
- Validation rules
- Mandatory fields
- Controlled master data governance
3. Integration Architecture & Performance Remediation
Sera Neon conducted a detailed technical review of the organisation’s critical integrations between Oracle Fusion and multiple third-party systems. The review identified performance bottlenecks, fragile design patterns, and gaps in error handling, monitoring, and reconciliation. A clear remediation strategy was defined to simplify integration design, improve reliability, standardise logging and notifications, and introduce stronger operational controls—significantly reducing manual intervention, improving data consistency, and strengthening end-to-end process resilience.
4. Automation, Analytics & Future Architecture
Sera Neon assessed the client’s existing automation and reporting landscape and defined a pragmatic roadmap to modernise both. This included replacing fragile, UI-based automation with API-driven integration, identifying high-impact candidates for true process automation, and defining a scalable analytics and dashboard strategy. In parallel, Sera Neon reviewed the wider platform architecture, security model, and approvals framework to ensure the solution could support future growth, stronger governance, and a more data-driven operating model.
5. Delivery Roadmap
The engagement concluded with a fully prioritised, phased delivery roadmap covering immediate stabilisation actions, short-term optimisation initiatives, and longer-term strategic improvements. This provided the client with a clear, actionable plan to reduce operational risk, improve performance, and continuously evolve their Oracle Fusion platform in line with business and regulatory demands—while delivering tangible value at every stage of the journey.
The Results
- A fully prioritised enterprise-wide optimisation roadmap for Oracle Fusion
- Major reduction in manual processing and operational risk
- Improved data quality, governance, and audit readiness
- Dramatically improved visibility of financial and operational data
- Clear strategy for analytics, dashboards, and management reporting
- Identification of dozens of automation opportunities across finance operations
- Clear path to significantly faster month-end and reconciliations
- Stronger, more resilient integration architecture
- Reduced support burden and technical debt
- A future-proofed Oracle Fusion platform aligned to long-term business strategy
