Advisory Capabilities

Oracle ERP. GRC. Security Architecture. Program Governance.

20+ years of enterprise delivery spanning Oracle ERP functional implementation, security architecture, GRC program design, SOX/COSO/COBIT compliance, and executive-level PMO advisory — certified and practitioner-led.

Oracle ERP Functional Expertise

End-to-end Oracle ERP implementation, configuration, and advisory across the full functional footprint.

Deep hands-on expertise across Oracle Fusion Cloud and Oracle EBS — from initial blueprint through go-live support, covering financial management, supply chain, human capital, and project portfolio modules.

Financial Management

Core financial modules — GL, AP, AR, FA — with a controls-aware implementation approach that satisfies audit and SOX requirements from day one.

  • GL — General Ledger: Chart of accounts design, intercompany, consolidation, multi-book accounting, journal controls
  • AP — Accounts Payable: P2P cycle configuration, invoice processing, payment terms, supplier hold controls, 3-way match
  • AR — Accounts Receivable: O2C billing setup, receipt application, credit management, revenue recognition
  • FA — Fixed Assets: Asset lifecycle, depreciation books, GAAP/IFRS alignment, impairment tracking
  • R2R (Record-to-Report): Period-end governance, close calendar design, reconciliation standards, subledger-to-GL integrity

Procurement & Supply Chain

P2P and SCM configurations that close control gaps between purchasing, receipts, and payments — with embedded fraud deterrence and SoD enforcement.

  • P2P (Procure-to-Pay): Requisitioning, PO approval workflows, receiving controls, supplier invoice validation
  • SCM — Supply Chain Management: Inventory, order management, shipping, and warehouse controls
  • O2C (Order-to-Cash): Sales order management, fulfillment, invoicing, cash application
  • P2M (Procure-to-Manufacture): Work orders, BOM, production scheduling, cost accounting integration
  • Plan to Build: Demand planning, production planning, MRP/MPS, plant maintenance integration

HCM & Workforce Management

Oracle HCM Cloud and EBS HRMS implementation with a security-conscious approach to sensitive workforce data, payroll controls, and HR SoD.

  • Core HR: Organization structures, positions, employment lifecycle, global person model
  • Payroll: Payroll definitions, earnings and deductions, payroll controls, audit logs
  • Talent Management: Performance, goals, learning, succession, and workforce analytics
  • HCM Security Architecture: Role design for HR specialists, managers, and executives — data role restrictions, person security profiles, and payroll security
  • Absence & Time: Accrual plans, absence types, time entry policies, FLSA compliance

Project Portfolio Management (PPM)

Oracle PPM configuration for project-driven organizations — linking delivery execution, resource consumption, and financial accounting in a governed framework.

  • Project Costing & Billing: Cost collection, labor and burden rates, project invoicing, revenue recognition
  • Project Financial Management: Budget controls, commitments, forecasts, project-to-GL posting
  • Resource Management: Staffing plans, capacity management, utilization tracking
  • CM — Contract Management: Project contracts, billing milestones, funding sources, change order controls
  • Grants Management: Federal compliance, grant budgets, award management, reporting requirements
ERP Security Architecture

Security design that prevents real-world fraud and satisfies external audit — not just theoretical compliance.

Oracle ERP security architecture that goes beyond role assignment — combining SoD analysis, access controls, and a working understanding of how fraud actually happens in enterprise ERP environments.

Role Design & SoD Architecture

Building Oracle security roles that enforce segregation of duties from the ground up — preventing the access combinations that create fraud opportunity.

  • Duty role, job role, and abstract role hierarchy design in Oracle Fusion
  • SoD conflict matrix — identifying incompatible function combinations across AP, AR, GL, Purchasing, and Payroll
  • Preventive vs. detective control strategies for SoD violations
  • Oracle RMC integration for continuous SoD monitoring and access certification
  • Compensating controls for approved SoD exceptions — documented, risk-accepted, and monitored

Real-World Fraud Scenarios & Control Response

Security architecture informed by actual fraud patterns — not just theoretical control lists. IZU designs controls that address the specific access combinations that enable common enterprise fraud.

  • AP Fraud: Ghost vendor creation + payment approval by same user — prevented through SoD on supplier master and payment release
  • Payroll Fraud: Employee + payroll setup access — ghost employee creation, rate manipulation, bank account redirection
  • Procurement Fraud: PO creation + goods receipt + invoice approval — 3-way match bypass through access abuse
  • GL Manipulation: Journal entry creation + approval by same user — manual journal fraud prevention through approval workflow controls
  • Revenue Recognition Abuse: Billing + cash application access combination — AR manipulation and fictitious revenue risks

Security Project Deliverables

Structured security documentation for implementations, audits, and ongoing governance — audit-ready from day one.

  • Security design document — role catalog, data access model, privilege justification
  • SoD conflict matrix and exception register
  • User access review (UAR) process design and certification workflows
  • Privilege access management procedures — superuser, admin, and emergency access
  • Oracle RMC control library — mapping access risks to business processes and regulatory requirements
  • Audit evidence package — control descriptions, test procedures, and exception remediation tracking

AI Security Architecture

Security governance for organizations deploying AI tools — grounded in CompTIA SecurityAI+ certification and practical threat modeling.

  • AI threat landscape: prompt injection, model inversion, data poisoning, adversarial inputs
  • LLM security hardening — access controls, output filtering, and audit logging for AI-integrated systems
  • NIST AI RMF alignment — Govern, Map, Measure, Manage framework implementation
  • EU AI Act and ISO 42001 readiness — risk classification, transparency requirements, conformity assessments
  • AI governance policy design — acceptable use, model risk management, bias monitoring
GRC, Controls & Regulatory Compliance

Control frameworks, regulatory standards, and audit-ready governance — applied to how organizations actually operate.

Regulatory Landscape & Standards

Working command of the major control frameworks and regulatory standards that govern enterprise IT and financial controls.

  • SOX — Sarbanes-Oxley: Section 302/404 compliance, ICFR, management assessment, external auditor coordination, deficiency classification (control deficiency, significant deficiency, material weakness)
  • COSO 2013 Framework: Control environment, risk assessment, control activities, information & communication, monitoring — applied across entity-level and process-level controls
  • COBIT 2019: Governance and management objectives, EDM/APO/BAI/DSS/MEA domains, maturity assessment, IT general controls alignment
  • ITGC (IT General Controls): Access controls, change management, computer operations, and program development — the four ITGC domains that underpin financial statement reliability
  • International Equivalents: UK Corporate Governance Code (s.172 / s.174), J-SOX (Japan), NI 52-109/110 (Canada), C-SOX, APRA CPS 234 (Australia), and EBA/ECB guidelines for financial institutions

Oracle Risk Management Cloud (RMC)

Active Oracle RMC certification (1Z0-1058-25) — implementation and advisory for organizations using Oracle's integrated risk and control platform.

  • Control framework design and configuration in Oracle RMC
  • Risk library setup — business process risks, IT risks, and financial reporting risks
  • Continuous controls monitoring (CCM) — automated transaction testing for high-risk business rules
  • Financial reporting controls — SOX-aligned control objectives mapped to Oracle ERP processes
  • Issue and remediation tracking — workflow configuration for finding management and audit evidence
  • Oracle RMC + Oracle Fusion integration — risk-to-transaction linkage for real-time control monitoring

GRC Program Design

Designing GRC programs that work in practice — not just in policy documents.

  • Control rationalization — eliminating redundant controls while maintaining coverage
  • Risk register design, ownership assignment, and escalation governance
  • Three Lines of Defense model implementation — business, risk/compliance, and internal audit alignment
  • Policy and procedure library development — controls documentation that survives auditor scrutiny
  • Issue management lifecycle — identification, root cause, remediation ownership, and evidence standards
  • Board and executive risk reporting — risk appetite statements, heatmaps, and key risk indicators

Audit Readiness & ITGC

Structured audit preparation that eliminates scrambling — controls are documented, tested, and evidence-ready throughout the year.

  • ITGC scoping — identifying in-scope systems, applications, and infrastructure components
  • Access control testing — provisioning, termination, privileged access, and periodic review evidence
  • Change management controls — change request documentation, approval chains, and emergency change procedures
  • Computer operations — job scheduling, incident management, backup and recovery testing
  • Pre-audit readiness reviews — walkthroughs, gap identification, and evidence remediation before auditors arrive
  • Deficiency tracking — management remediation plans with owners, timelines, and compensating controls
PMO, Program & Portfolio Governance

Credentials-backed program leadership at the Director, PfMP, PMP, and CRISC level — across complex ERP and transformation programs.

Portfolio & PMO Leadership

What a PfMP-level PMO director brings to an organization — not just project tracking, but investment governance, strategic alignment, and portfolio-level accountability.

  • Portfolio governance design — intake, prioritization, benefits realization, and stage-gate decision frameworks
  • PMO maturity assessment (OPM3-aligned) — identifying the specific capability gaps that limit delivery consistency
  • Executive reporting architecture — portfolio health dashboards, investment performance, and resource utilization reporting for boards and C-suite
  • Program financial management — budget governance, cost-to-complete forecasting, accrual controls, and variance analysis
  • Benefit realization tracking — connecting project outputs to business outcomes and strategic KPIs
  • Capacity planning — demand vs. supply modeling, resource allocation, and prioritization tradeoffs

Program Delivery & Stabilization

PMP-grounded program management for large, complex initiatives — especially Oracle ERP implementations and compliance-driven transformation programs.

  • Program governance setup — RACI, decision authority matrix, steering committee cadence, and escalation protocols
  • Integrated master schedule — cross-workstream dependency mapping, critical path analysis, float management
  • RAID management (Risks, Assumptions, Issues, Dependencies) — governance discipline that prevents surprises
  • Program stabilization — diagnosing troubled initiatives, re-baselining, ownership clarification, and recovery planning
  • Change management integration — impact assessment, stakeholder engagement, training planning, and go-live readiness
  • Vendor and systems integrator oversight — contract governance, deliverable acceptance, and performance management

Risk-Integrated Program Management

What CRISC and CGRC bring to program delivery — embedding risk identification, control design, and compliance accountability into how programs are run.

  • Program risk register — identification, probability/impact scoring, mitigation ownership, and residual risk tracking
  • Control integration — embedding key controls into program workstreams rather than treating compliance as a separate track
  • Security and privacy by design — identifying data protection, access, and regulatory requirements at program initiation
  • Technology risk assessment — evaluating ERP configurations, integrations, and infrastructure choices for control gaps
  • Compliance milestone tracking — SOX UAT controls testing, cutover controls, and post-go-live access review scheduling
  • Risk-adjusted scheduling — scenario planning, contingency reserve governance, and decision gate criteria

Certifications & What They Mean in Practice

Each credential represents a specific body of knowledge — and a demonstrated ability to apply it in enterprise environments.

  • PfMP (Portfolio Management Professional): Strategic alignment of programs to organizational objectives, benefits realization governance, portfolio performance management — panel review in progress
  • PMP (Project Management Professional): Predictive and agile delivery, integration management, procurement, stakeholder engagement, and quality across the full project lifecycle
  • CRISC (Certified in Risk & Info Systems Control): IT risk identification, assessment, response, and monitoring — bridging business risk to technology controls (in pursuit)
  • CGRC (Certified in Governance, Risk & Compliance): Information security governance, risk framework implementation, and regulatory compliance management
  • Oracle RMC Certified (1Z0-1058-25): Active certification in Oracle's Risk Management Cloud — GRC platform configuration, continuous controls monitoring, and risk-to-transaction linkage
  • CompTIA SecurityAI+: AI security threats, governance frameworks, LLM risks, and responsible AI deployment
Typical Engagements

Where this expertise fits.

Oracle ERP implementation advisory Functional expertise, security design, and controls integration across Fusion Cloud or EBS programs.
SOX readiness & ITGC remediation Pre-audit preparation, control documentation, SoD analysis, and deficiency remediation for public and pre-IPO organizations.
PMO build or uplift Design or modernize PMO structures, governance rhythms, reporting standards, and portfolio oversight for mid-market and enterprise organizations.
GRC program design End-to-end governance, risk, and compliance framework aligned to COSO, COBIT, and applicable regulatory standards.
Program stabilization Recovery advisory for at-risk Oracle ERP or transformation programs — re-baselining, ownership, escalation, and delivery discipline.
ERP security architecture review Role design audit, SoD conflict analysis, and access remediation for Oracle Fusion or EBS environments.
Outcomes

What organizations should expect

Audit-ready ERP controls Security architecture and SoD design that satisfies external auditors and eliminates manual remediation cycles.
Sharper risk visibility Risk registers, heatmaps, and executive reporting that support real decisions — not compliance theater.
Delivery confidence PMO governance and program controls that reduce surprises and keep transformation programs on track.
Fraud-resistant processes Access controls and process controls designed around real-world fraud patterns — not just theoretical SoD checklists.
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Who This Is For

Best suited for mid-market and enterprise organizations in complex or regulated environments.

Financial services organizations managing SOX, ITGC, and Oracle ERP control environments
Technology and SaaS companies scaling Oracle Fusion implementations with audit-grade security design
Healthcare organizations with Oracle HCM, PPM, or SCM implementations requiring HIPAA-aware controls
Real estate and PropTech operations managing multi-entity Oracle Financials with consolidation complexity
Pre-IPO organizations building SOX-ready control environments on Oracle Fusion Cloud
Transformation programs that need risk-integrated PMO leadership alongside ERP delivery expertise
Next Step

Start with a focused assessment.

A free GRC & PMO maturity assessment — or an Oracle ERP security and controls review — is the fastest way to identify where the highest-priority gaps exist. No cost, no obligation.

Request Free Assessment Talk With IZU Solutions