Case Studies

Annual Comprehensive Financial Reporting Automation



Region: United States of America


A leading multi-billion dollars expense management transportation authority automated the annual comprehensive financial reporting (ACFR) using Oracle’s Narrative Reporting with Team SFA’s project management and deployment support and services replacing hundreds of manual spreadsheets, graphics, charts/graphs, and word documents with real-time automations.

Objectives and Challenges

  • Objectives: Implement ACFR (formally known as CAFR) compliance with streamlined template based automated accurate narrative reporting (NR)
  • Challenges: Multi-billion dollars expense reporting; hundreds of manual spreadsheets and charts/graphs; various stylesheets, fonts and indentation rules; data from multiple system sources; GASB 87 and GAAP reporting guidelines; complex lease agreements and fixed asset structures; exhaustive compliance-based chart-of-accounts reporting; complex labor rules


  • Industry leading real-time integrations with enterprise resource planning, human capital management, budgeting and enterprise data warehouse systems
  • Reporting based on standard stylesheets and doclets for consistency
  • Automated graphics, graphs and charts embedded reporting with MS Office and Adobe products
  • Automated compliance with GAAP, GASB 87 and Labor rules
  • Comprehensive audit compliance on document’s lifecycle management


  • Streamlined document repository for automated ACFR through integrations by eliminating manually maintained hundreds of spreadsheets and charts/graphs
  • Standardized template-based reporting leading to simplified reporting approach for subsequent years
  • Realtime integrations leading to accurate and comprehensive reporting with audits, reviews, and approvals across documents
  • First-time automated GAAP and GASB87 adoption for NR

Products and Technology

  • Oracle EPRCS/Narrative Reporting
  • PeopleSoft HCM
  • PeopleSoft FSCM
  • Hyperion
  • Essbase
  • Batch Scripts
  • Cronjobs
  • MS Office Products
  • Adobe
  • Oracle Exadata
  • Data Warehouse