Project Investment Guide

Honest pricing, without the guesswork.

We cannot give you a fixed number before understanding your environment. Here is exactly how our pricing works, from first look to final scope.

1Orientation

Typical project investment ranges

Use these to assess fit before we talk. Final scope is confirmed in a paid scoping assessment, but these are the real-world ranges from our delivered projects.

NSPB Implementation

NetSuite Planning & Budgeting, new or remediation

$30K to $75K project

Model design & dimension build
Actuals load & data integration
Form, report & dashboard build
User training & UAT support

Range widens with entity count, custom drivers, or multi-department planning. Free actuals load promo applies to qualified new implementations.

4 to 12 weeks

Hyperion to EPM Cloud Migration

On-prem Planning, HFM, or Essbase to Oracle Cloud EPM

$75K to $200K project

Environment audit & migration roadmap
Application re-build & data migration
Integration mapping (FDMEE / Data Mgmt)
Parallel run, cutover & hypercare

Lower end: single module (for example Planning only), under 5 entities. Upper end: multi-module (Planning + HFM + Essbase), complex integrations, 10+ entities.

8 to 20 weeks

Adaptive Planning Implementation

Workday Adaptive, new build or optimization of underused licenses

$50K to $120K project

Dimensional model & structure design
ERP integration (NetSuite, Workday, SAP)
Financial & workforce planning build
Report templates & scenario modeling

Many clients already hold licenses. Remediation of a failed prior implementation typically runs 40 to 60% of a fresh build.

6 to 16 weeks

Managed Governance

Post go-live EPM operations, monitoring & ongoing optimization

$6K to $13K / month

Incident management & monthly updates
Enhancement request backlog
Regression testing & compliance support
Opt-out with 14-day notice

Tier 1 (100 hrs/mo) starts at $6K. Tier 2 (200 hrs/mo) starts at $11K. Annual commitment receives 20% discount.

Month-to-month

Healthcare EPM

Cost allocation, service line reporting, Epic-connected finance

$100K to $250K project

Department & service line cost allocation
Epic / EHR data integration
Regulatory & variance reporting build
FP&A model design for CFO team

Healthcare pays a premium for specialization, and rightfully so. Procurement cycles run 90 to 120 days; budget accordingly.

12 to 24 weeks

These are ranges, not quotes. Your actual investment depends on your environment complexity, number of entities, integrations, data sources, and existing configuration. A project at the low end of a range typically has 1 to 3 integrations, under 5 entities, and no legacy data migration. The scoping assessment below is how we confirm the number that applies to you.

2The Bridge

Paid Scoping Assessment

Before we can give you a fixed-fee project proposal, we need to understand your environment. The scoping assessment is how we do that, on a defined budget, with a defined output.

EPM Environment Assessment

A structured 2 to 3 week engagement that audits your current environment, maps your requirements, and produces a fixed-fee project proposal with scope, timeline, and investment, ready for budget approval.

$3,500 to $7,500

fixed fee · 2 to 3 weeks

Credited toward project if you proceed

What happens during the assessment

1
Environment Audit (Week 1)
We document your current stack: what modules, versions, integrations, entity count, user count, and data sources. We identify technical debt and migration risk.
2
Requirements Mapping (Week 1 to 2)
We run structured sessions with your finance and IT teams to define future-state requirements, workflow changes, and reporting needs.
3
Scope & Proposal (Week 2 to 3)
We produce a written SOW with fixed-fee tiers, defined inclusions, a delivery timeline, and the team composition required, ready for internal approval.

What you receive at the end

Current-state environment documentation (your EPM estate, mapped)
Risk register: integration gaps, data quality issues, version concerns
Future-state architecture recommendation
Fixed-fee project proposal with 3 scope options (S / M / L)
Implementation timeline with named milestones
Team composition and roles required
ROI model: projected time and cost savings post-implementation

You own the output.Even if you decide not to proceed with CloudADDIE, the assessment deliverables belong to you and can be used with any implementation partner. There is no lock-in.

3Your Fixed Price

Fixed-fee project tiers

After the scoping assessment, every project is quoted as one of three tiers. The tier is determined by your environment, not negotiated. Each tier has defined inclusions and a hard scope boundary.

Starter

Single entity · up to 3 departments · NetSuite actuals only

$30K to $42K

Fixed fee · confirmed post-assessment

Model design & dimension build
Actuals load (GL + P&L)
Up to 3 planning forms
5 standard reports
Admin training (up to 4 users)
Custom driver-based models
Multi-entity consolidation
Workforce or headcount module

Out-of-scope additions: $185/hr, pre-approved change orders only.

Start with Assessment

Most Common

Professional

2 to 5 entities · multi-department · 1 to 2 ERP integrations

$42K to $62K

Fixed fee · confirmed post-assessment

Everything in Starter
Driver-based P&L & cash flow model
Up to 8 planning forms
12 reports + executive dashboard
Workforce headcount module
Full team training (up to 12 users)
3rd-party non-NetSuite integrations
Custom scripting / automation

Out-of-scope additions: $185/hr, pre-approved change orders only.

Start with Assessment

Enterprise

6+ entities · complex consolidation · 3+ integrations

$62K to $75K+

Fixed fee · confirmed post-assessment

Everything in Professional
Multi-entity consolidation & interco
3rd-party ERP / HRIS integrations
Custom scripting & automation
Full change management support
Hypercare (30 days post go-live)
Dedicated Sr. Consultant lead

Projects exceeding Enterprise scope are quoted separately at time & materials rates.

Start with Assessment

How tier is determined, scope criteria

Criteria	Starter / Single Module	Professional / Multi-Module	Enterprise / Full Suite
Legal entities	1 to 3	4 to 8	9+
Integrations	1 (NetSuite actuals only)	2 to 3 (ERP + HRIS)	4+ or custom API
Planning forms / models	Up to 3	4 to 8	9+ or custom scripting
Users requiring training	Up to 5	6 to 15	16+ or formal program
Historical data migration	Current year only	3 years	5+ years or complex mapping
Change management	Not required	Embedded in delivery	Dedicated resource required

Our scope change policy: Any work beyond the defined tier scope requires a written change order, pre-approved before work begins. Change order rates are pre-negotiated at assessment and locked for the project duration. We will never surprise you with a retroactive invoice. If our scoping missed something that should have been in scope, we absorb it.

Want to understand what drives these project costs? Our Staff Rates page breaks down the team roles and billing arrangements behind every fixed-fee quote.

View Staff Rates

Not sure which project fits? Start with a 30-minute call.

We will tell you which tier applies to your environment, and whether the scoping assessment is even necessary for your situation.

Book a Discovery Call View Managed Services