Advisory & Consulting

Your EPM strategy defined within the context of your business objectives

Your company must constantly monitor financial and operational performance in order to translate business goals into results. To do this, you need to effectively plan, monitor, analyze and manage your business.

While technology is certainly a great enabler of effective performance management – it is not the be-all and end-all. You need an EPM strategy that supports your business objectives – one that enables you to manage performance and risk across the enterprise, easily track and report on financial performance, and leverage big data assets for deeper insights and competitive advantage.

Our consultants not only get technology, we understand the bigger picture. We know that your corporate goals and objectives cascade to employees in every department and that your people, processes and technology must align for success. We know that your business requires common definitions of data across the enterprise and that essential EPM functions around planning, budgeting and management reporting must be optimized for decision making.

Whether you are embarking on an enterprise performance management initiative for the first time, modernizing your existing program, evaluating cloud, or wanting to leverage additional data sources in your planning, we can help. We excel at defining requirements, building roadmaps and developing architectures that become the blueprint for your success.

Our enterprise performance management advisory and consulting services include:

  • Current State Assessment: We’ll analyze the maturity of your current performance management processes and benchmark them against industry best practices. In turn, we’ll deliver a gap analysis and prioritized report of recommendations for how best to close the gap.
  • EPM Program Roadmap: We’ll develop a high-performing scalable architecture that utilizes an agile, phased approach to implementation.
  • Technology Selection –We’ll help you determine if a solution is needed and, if so, help you build the business case. We will also help you understand the value of cloud based tools versus traditional on-premise solutions and help you decide which is best for you based on your technical and functional requirements.
  • Big Data Analysis– We’ll perform an analysis of additional data sources that will enhance your financial planning processes in areas such as forecasting, modeling and scenario analysis.
  • Cloud Integration – We can advise you on what business data to integrate to enhance your planning and then make recommendations on industry available data integration platforms.

Key Takeaways

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