What Performance Architects does

Performance Architects is a privately held professional services firm founded in 2006 and headquartered at 75 State Street, Suite 100, Boston, MA. The firm specializes exclusively in Enterprise Performance Management (EPM), Business Intelligence/Analytics, and Data solutions, implementing Oracle EPM cloud, Oracle Analytics, Oracle Business Intelligence, NetSuite Planning and Budgeting (NSPB), NetSuite Analytics Warehouse (NSAW), Snowflake, and Fivetran-based modern data stacks. Core deliverables include solution assessments, implementation roadmaps, project-based implementations, cloud migrations, training, and post-deployment managed services across strategic modeling, budgeting and forecasting, allocations and profitability management, financial consolidation and close, account reconciliation, narrative reporting, and visual analytics.

The company serves three primary customer segments: Higher Education institutions (with 60+ university clients including Harvard, Stanford, Princeton, Dartmouth, Johns Hopkins, and the University of California system), Large Enterprises across healthcare, pharmaceuticals, biotech, retail, and other verticals (with named clients including Vertex Pharmaceuticals, Hologic, Dunkin' Brands, Iron Mountain, and Chanel), and NetSuite mid-market users seeking planning and analytics implementation support.

Revenue is generated through professional services engagements (implementation, assessment, roadmap, training, cloud migration) priced on a project basis, supplemented by recurring managed services for ongoing administration and support of deployed solutions. Go-to-market relies on direct enterprise consulting engagement, event-driven demand generation (NACUBO, Oracle events, NetSuite SuiteWorld, ODTUG Kscope, regional CUBO conferences), webinars, and content marketing. Delivery is supported by a Boston headquarters and an offshore delivery office in Hyderabad, India. The firm was recognized on the Inc. 5000 list of fastest-growing private companies in America in both 2024 and 2025, and operates as an Oracle partner and NetSuite solution provider.

Name

Performance Architects

Legal name

Performance Architects, Inc.

Website

https://performancearchitects.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Performance Architects is a Boston-based professional services firm that implements Oracle and NetSuite Enterprise Performance Management, BI/Analytics, and Data solutions for Higher Education institutions, large enterprises, and NetSuite mid-market customers, delivered through project-based consulting and managed services.

Ownership category

akta.pro rank

Product category

Enterprise Performance Management Consulting

NAICS

Architectural, Engineering, and Related Services (5413)

SIC

Services-Computer Integrated Systems Design (7373), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industries

Enterprise Architecture & Technology Roadmapping (BPAEAAAC), Enterprise Architecture & IT Operating Model (BPAHAEAB)

Keywords

• Enterprise performance management
• Business intelligence consulting
• Data warehousing services
• Financial planning solutions
• Oracle EPM implementation

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Implementation Services: Project-based consulting services to implement EPM, Analytics, and Data solutions. These are one-time engagements following a proven methodology based on 15+ years of experience guiding clients.
2. Managed Services: Ongoing services to administer, maintain and support deployed solutions. Cost-effective approach for clients to manage solutions without hiring and retaining internal expertise. Creates recurring revenue stream.
3. Solution Assessments and Roadmaps: Assessment of existing solutions compared against requirements, and development of implementation roadmaps based on extensive industry experience.
4. Training Services: Training services including training-the-trainer approaches to ensure successful deployment and adoption of implemented solutions.
5. Cloud Migration Services: Migration services from on-premise applications to cloud-based solutions, guiding clients through transition to realize expected benefits.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels5 records

Core offering

Performance Architects is a professional services firm that implements Enterprise Performance Management (EPM), Business Intelligence/Analytics, and Data solutions for Higher Education institutions and Large Enterprises. The company delivers consulting services based on Oracle EPM cloud, Oracle Analytics, Oracle BI, NetSuite Planning and Budgeting, NetSuite Analytics Warehouse, Snowflake, and Fivetran technologies, following industry-proven blueprints refined over 15+ years.

Product overview

Performance Architects offers a portfolio of Enterprise Performance Management (EPM), Business Intelligence/Analytics, and Data Solutions implemented through consulting services. The core EPM product includes modules for Strategic Modeling, Budgeting and Forecasting, Allocations and Profitability Management, Financial Consolidation and Close, Account Reconciliation, and Narrative Reporting. The Business Intelligence/Analytics offering encompasses Visual Analytics, Self-service Discovery and Analysis, Managed Reporting, Embedded Analytics, Data Warehouses, Data Marts, Modern Data Stack, Master Data Management, and ETL/ELT/Streaming. Data Solutions provides design, development, and deployment of data solutions. The company also implements Oracle NetSuite Planning and Budgeting (NSPB) and NetSuite Analytics Warehouse (NSAW) as add-on modules. Services include Solution Assessments, Roadmaps, Implementations, Cloud Migrations, Training, and Managed Services.

Differentiator

Problem solved

Functional benefit

Products and services

• Solution Assessments
• Implementation Roadmaps
• EPM, Analytics, and Data Implementations
• Cloud Migration Services
• Training Services
• Managed Services
• NetSuite Planning and Budgeting (NSPB) Implementation
• NetSuite Analytics Warehouse (NSAW) Implementation

Quantifiable outcome

• Budget process reduced by two months using NetSuite Planning and Budgeting with Performance Architects implementation

Named customers87 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• OraclecoreTechnology or IntegrationStrategic technology partnership with Oracle for delivering Oracle Enterprise Performance Management (EPM) cloud solutions, Oracle Analytics, and Oracle Business Intelligence implementations. Performance Architects is an Oracle partner specializing in Oracle Cloud EPM solutions for Higher Education and Enterprise clients.
• NetSuitecoreTechnology or IntegrationStrategic partnership as a NetSuite solution provider for NetSuite Planning and Budgeting and NetSuite Analytics Warehouse implementations. Performance Architects provides implementation and managed services to ensure NetSuite planning and analytics solutions are successful for clients.
• SnowflakesupportingTechnology or IntegrationTechnology partnership for data warehousing and modern data stack solutions. Snowflake is listed as a strategic partner for delivering cloud data platform capabilities.
• FivetransupportingTechnology or IntegrationTechnology partnership for ETL/ELT and data integration solutions. Fivetran is listed as a strategic partner for delivering modern data integration capabilities.

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Huron Consulting Group: Large consulting firm with a dedicated Higher Education practice and an Oracle EPM/ERP implementation capability, frequently serving the same R1 university buyers. Comparable in offering (strategy + EPM/ERP implementation + managed services) but at much larger scale.
• Plante Moran: Major accounting and consulting firm with Oracle Cloud EPM and NetSuite Planning & Budgeting implementation capabilities. Comparable mid-market professional services competitor in the same Oracle/NetSuite EPM ecosystem.
• Mythics: Premier Oracle-focused consulting and managed services partner that delivers Oracle Cloud applications, analytics, and EPM implementations. Highly comparable specialist Oracle SI competing for similar enterprise and public-sector deals.
• Crowe LLP: Top-10 accounting and advisory firm with a dedicated Oracle EPM/BI practice serving both enterprise and higher-education clients. Competes for similar Oracle Cloud EPM implementation and managed services engagements.
• RGP (Resources Connection): Global professional services firm delivering Oracle EPM, Hyperion, and BI consulting talent on a project basis. Comparable consulting model focused on finance transformation and Enterprise Performance Management implementations.
• Sierra-Cedar (now Baker Tilly Digital): Higher-education-focused Oracle consulting and managed services firm that historically competed directly with Performance Architects on Oracle EPM, BI, and PeopleSoft engagements at universities. Recently combined into Baker Tilly, making it a relevant scaled peer in the same niche.
• Baker Tilly Digital: The digital/Oracle practice of Baker Tilly formed via Sierra-Cedar acquisition; serves higher education and enterprise clients on Oracle Cloud EPM, BI, and data solutions. Directly comparable in customer base and offering.

Broad incumbents

• Grant Thornton US: Large accounting and advisory firm with Oracle Cloud EPM and NetSuite implementation practices serving enterprise and higher education. Broader portfolio player that overlaps on Oracle EPM engagements but operates across many service lines.
• Accenture Oracle Practice: Global SI with a top-tier Oracle EPM, Oracle Analytics, and NetSuite practice that frequently bids against Performance Architects on large enterprise deals. Operates at much greater scale and breadth; competes only on the largest engagements.
• Deloitte Oracle Practice: Global SI with significant Oracle Cloud EPM, Hyperion, and Oracle Analytics delivery capability, regularly competing for the same large Higher Education and Enterprise transformations. Significantly larger and broader, but a credible competitor at the high end.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/performance-architects
• Xx.com/PerfArchitects

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Performance Architects