B. Fernández & Hnos. improves financial speed and visibility across five companies with Oracle Cloud

Before implementing Oracle Cloud solutions, B. Fernández & Hnos. relied on disconnected legacy systems for budgeting and financial operations. Budget planning was managed through a standalone tool with limited integration to the ERP and Procurement processes, leading to inefficiencies, manual work, and limited financial visibility.

As part of a strategic initiative to modernize and unify its systems, the company adopted Oracle Planning, Oracle ERP Financials, and Procurement. This shift addressed key challenges such as lack of integration between planning and actuals, slow reporting cycles, and fragmented data.

By aligning planning, finance, and procurement under Oracle Cloud, B. Fernández enabled seamless data flow, drill-through visibility, and faster decision-making. This transformation was critical to breaking down operational silos and improving control, agility, and collaboration across business units.

B. Fernández selected Oracle as its enterprise-wide platform, deploying Oracle Fusion Cloud ERP, Procurement, Planning, WMS, and OTM to modernize its core operations. The company needed a comprehensive cloud solution to replace outdated, siloed systems and support its evolving business model. Oracle stood out for offering a complete suite of applications capable of managing finance, budgeting, procurement, logistics, and supply chain. The company valued Oracle’s robust functionality, continuous innovation, and proven success in the distribution industry. With Oracle, B. Fernández gained a unified solution that improved operational efficiency, enhanced budget planning and reporting, and enabled data-driven decision-making across the enterprise. This strategic move positioned the company for long-term agility, visibility, and sustainable growth.

Implementing Oracle Planning enabled B. Fernández to transform its budgeting and financial planning processes across all five companies within the organization. Before Oracle, the team relied on a disconnected system that involved intensive manual effort to consolidate budgets, compare actuals with forecasts, and produce reports. With Oracle Planning, these workflows are now fully streamlined, standardized, and integrated into the broader Oracle Cloud infrastructure. The platform supports granular payroll budgeting by employee—including salaries, benefits, and taxes—as well as revenue planning by business unit. Monthly reports comparing actuals to budget are generated in a fraction of the time, accelerating financial review cycles and increasing reliability. Key KPIs are tracked via interactive dashboards that offer real-time visibility and enable deeper analysis through drill-through capabilities directly into Oracle Fusion ERP. Oracle Planning is now used by dozens of finance and operations users to manage budgets across 150+ brands and 500 employees, significantly improving speed, accuracy, and decision-making while reducing manual errors.

In parallel, Oracle Financials and Procurement have transformed how B. Fernández manages its core financial and purchasing operations. The company replaced JD Edwards with Oracle Fusion ERP and Procurement to centralize accounts payable, accounts receivable, assets, general ledger, and supplier transactions into a unified cloud-based system. This has drastically reduced manual interventions, increased data consistency, and improved overall audit readiness. Automated workflows and approval chains have streamlined procurement & financial cycles, ensuring timely purchases and better vendor management. The integrated environment also facilitates better alignment between procurement and finance, improving spend visibility and control. With Oracle, B. Fernández has laid the foundation for operational scalability and long-term growth in the competitive distribution industry.

Fusionworks, a leading Oracle partner in the Caribbean and multi-award-winning implementer, deployed Oracle Planning in six months. One year later, B. Fernández & Hnos. went live with Oracle Financials. The phased approach, based on collaboration and best practices, delivered a successful cloud transformation. Learn more at www.fwpr.com

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