Previously presented live at ODTUG Kscope25, this on-demand webinar dives into McKesson’s ambitious, multi-year journey to modernize its planning and forecasting processes. Historically reliant on spreadsheets and manual workflows, McKesson recognized the need for a more scalable, efficient, and accurate approach to financial planning. The organization adopted Oracle Cloud EPM to implement a driver-based methodology that would not only streamline operations but also deliver greater agility and insight across the enterprise.
What this presentation covers
In this presentation, Thomas Cameron and Kate Rosa share the practical playbook that guided McKesson’s transformation. They explain how the team identified the most impactful business drivers, consolidated and unified data from multiple sources, and addressed the challenges of integrating complex business units under a single forecasting framework.
You will learn how McKesson operationalized rolling forecasts to enable real-time visibility and stronger decision-making across the organization. The session also highlights key lessons learned, best practices for change management, and strategies for maintaining stakeholder alignment throughout a large-scale transformation.
What you’ll learn
How McKesson shifted from spreadsheets and manual workflows to a modern, scalable forecasting framework
The steps involved in adopting a driver-based approach using Oracle Cloud EPM
How rolling forecasts were operationalized to support real-time visibility and better decisions
Practical lessons, challenges, and best practices from a complex, multi-unit implementation
Watch the on-demand session
Watch the webinar instantly: McKesson’s transformation to driver-based forecasting.