Eric Joins ADi Strategies as Vice President IT Services, Cloud Hosting, and Managed Services

Eric Joins ADI Strategies as VP of IT services


For those that may not have heard from this morning’s press release… I wanted to announce today that I have accepted a position at ADI Strategies to run and oversee two main divisions:


1.)  Global Infrastructure / IT EPM and BI consulting services

An established group of talented individuals providing a wide range of IT services around the Oracle EPM and BI stack. Services include

  • Hardware right-sizing and design
  • Software Installation and configuration
  • EPM deployment data governance and security compliance
  • Backup / Recovery
  • Disaster / Recovery
  • Performance and health assessments
  • Server health monitoring and proactive support implementations
  • Server Hosting and maintenance
  • Vendor selection and RFP services
  • Off-shore and on-shore models
  • IT Project planning
  • Dedicated IT / Infrastructure training


2.)  ADI’s 1MS© Helpdesk, Cloud Hosting, and Managed services

A global team dedicated to managed services clients specializing in all aspects of Hyperion/EPM and BI – functional and technical. These are not consultants that also serve managed services clients, but a fully staffed 24-hour team dedicated to proactive support, monitoring, and on-demand issue resolution. Issues are commonly acknowledged within 15 minutes.


Common Uses for ADI’s 1MS© Solution



  • Cloud Server Hosting
  • Automation / Job monitoring
  • Server health monitoring
  • Backup / Recovery
  • Disaster Recovery
  • Performance Tuning
  • Break / Fix
  • Patching


Procedural Governance

  • User Security provisioning
  • Developmental Change Control and QA oversight
  • Object migrations
  • Performance SLA monitoring
  • Patch Roll-out
  • Roles/Responsibility matrix, documentation compliance
  • Nightly loads / jobs monitoring and quality assurance



  • New Reports
  • Report debugging
  • Books and burst scheduling
  • Dashboards
  • SmartView assistance


Hyperion Planning

  • Web Forms
  • Business Rules
  • Meta data updates
  • Forecast/Plan cycles
  • Application Maintenance


Hyperion Financial Management

  • Data loading
  • Period Close support
  • Task Flow Automation
  • Data and Journal extracts
  • Rules tweaking
  • Audit Table Maintenance



  • Job monitoring
  • Metadata updates
  • Maintaining control tables


Oracle Essbase

  • Calculation scripts
  • Load rules
  • Meta Data Maintenance
  • Alternate rollups
  • Tuning


Why ADI Strategies?

ADI Strategies is very well known in the EPM/BI community as being the firm that Oracle turns to complete their mission critical projects.   ADI sets itself apart by having some of the industries leading authorities on Oracle EPM and BI with an unmatched breath and depth of knowledge. Other main reasons include:

  • World class established industry leadership
  • Established CFO road mapping and advisory services
  • Nation wide presence and Global operations
  • Winner of Oracle’s Partner of the year award.
  • Professional respectful environment
  • Established global dedicated helpdesk and advanced ticketing tracking system.
  • A leader in new technologies such as OBIEE, Hadoop, Endeca
  • Experience with engineered systems such as Exalytics
  • A Leader in Oracle Cloud based implementations
  • A Leading provider of Cost Management services (HPCM)
  • A Leading provider for Oracle Financial Services Analytical Applications (OFSAA)
  • Corporate culture based on customer satisfaction and respect.


About ADI Strategies, Inc.

ADI Strategies is an Oracle Platinum Partner and winner of the 2012 Oracle Excellence Award for “Specialized Partner of the Year”. Focusing on the Oracle Enterprise Performance Management and Business Intelligence product suites, they strive to help companies work smarter by designing and building analytic solutions that give their clients greater understanding of their information assets. ADI Strategies USA has offices in San Francisco and Carlsbad, CA, Chicago, IL, and New York, NY. ADI Strategies Worldwide has offices in Pune, India and Istanbul, Turkey with an office in Dubai, UAE opening soon. For more information, visit

Stay tuned to this blog for more information on these services. In the mean time, I’ll be planning a few celebration activities this week at KSCOPE. Please let me know if you will be there.



~ by Eric Helmer on June 23, 2014.

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