Case Study: IDeA FIMIT achieves automated data collection, faster fund insights, and improved performance with Oracle Cloud EPM

IDeA FIMIT Automates Data Collection, Analysis, and Reporting with Oracle

IDeA FIMIT sgr, formed in 2011 from the merger of FIMIT sgr and FARE sgr, is a leading Italian real estate investment manager operating from Rome and Milan and managing billions of euros for institutional clients and retail investors. The firm struggled with time‑consuming manual reporting across disparate spreadsheets, lacked a central repository for business rules, and needed automated data collection and faster, more granular analysis so analysts could run detailed “what‑if” scenarios and improve fund performance.

To solve this, IDeA FIMIT deployed Oracle Planning and Budgeting Cloud Service (Oracle Cloud EPM Planning) with help from Reply Consulting, automating data collection and consolidating multiple systems into a central, ERP‑integrated repository. The cloud solution sped up accounting and planning cycles, enabled real‑time scenario analysis across funds and properties, distilled 20 years of data from 41 funds into minutes, improved transparency and accuracy, and freed analysts to focus on deeper fund performance insights.

IDeA FIMIT

Michele Cavallo Marincola

Head of Funds Planning