Con Oracle Fusion Cloud ERP, la empresa unificó presupuesto y reporting en cinco compañías y más de 150 marcas, reemplazando sistemas legados por una plataforma cloud integrada.
Desafíos del negocio
For more than a century, B. Fernández & Hnos. has been a leading Puerto Rican distributor and manufacturer of consumer goods. Today, the company operates five businesses, represents over 150 brands, and serves more than 5,200 customers across the island with a team of roughly 500 employees. Managing this level of complexity requires a robust financial planning and reporting backbone—one that can keep pace with the company’s growth and the increasing demands of its suppliers and customers.
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 Fusion Cloud ERP, Oracle Cloud EPM Planning, and Oracle Fusion Cloud 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.
“With Oracle Fusion Cloud ERP, the accounting team at B. Fernández has gained both agility and accuracy. We will achieve faster month-end closings, strengthen oversight of our key financial performance indicators, and capitalize on a modern platform that will enable more informed, data-driven financial decisions.” — Alberto Daubón, CFO, B. Fernández
¿Por qué B. Fernández & Hnos eligió a Oracle?
B. Fernández selected Oracle as its enterprise-wide platform, deploying Oracle Fusion Cloud ERP, Procurement, EPM Planning, WMS, and Oracle Transportation Management (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The company needed a comprehensive cloud solution to replace outdated, siloed systems and support its evolving business model.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.
Resultados
Implementing Oracle Cloud EPM 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 Cloud EPM 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 Cloud EPM 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 Cloud ERP Financials and Oracle Cloud Procurement have transformed how B. Fernández manages its core financial and purchasing operations. The company replaced JD Edwards with Oracle Cloud 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.
Socios
Founded in 1888, B. Fernández & Hnos. is a leading Puerto Rican distributor and manufacturer of consumer goods, representing over 150 brands and serving more than 5,200 clients.
Learn more at https://fwpr.com
Acerca del cliente
Founded in 1888, B. Fernández & Hnos. is a leading Puerto Rican distributor and manufacturer of consumer goods, representing over 150 brands and serving more than 5,200 clients.
Learn more at https://www.bfernandez.com