Playbook: Oracle EPM Cloud implementation sequence

1. Agree scope: business processes for phase one, success measures, phases.
2. Activate test and production environments; set up Service Administrators.
3. List required management, statutory and board reports.
4. Design dimensions, hierarchies, rules, forms and process flow; get sign-off.
5. Build the application and load metadata in test; load sample data early.
6. Build Data Integration: register source (Fusion ERP or EBS via EPM Integration Agent), import GL, map dimensions and members, run loads.
7. Reconcile every load to the source trial balance.
8. Set up roles (Service Administrator, Power User, User, Viewer), groups and data access; test with real users.
9. Run SIT, UAT and at least one parallel cycle; get written sign-off.
10. Prepare a regression script for monthly updates; check update dates before fixing go-live.
11. Cutover: freeze changes, migrate to production, load and reconcile opening data.
12. Train users by role and run hypercare through the first full cycle.

Reference: Oracle Cloud EPM documentation.