Enterprise Performance Management

From strategy to operational excellence.

Modern Enterprise Performance Management (EPM) provides an integrated solution to dynamically plan, budget, forecast, and consolidate data enterprise-wide based on strategic objectives. With EPM, companies can transform disjointed legacy planning cycles into modern driver-based modeling that collects insights across every part of the business.

As strategic priorities grow more complex, siloed approaches to managing performance cause organizations to lose sight of the big picture. EPM allows enterprises to become truly insight-driven, able to sense and respond to opportunities with speed and purpose.

Clear and Coordinated Performance Management

Sound decision making stems from leadership’s ability to sense signals and connect disparate dots into a unified path ahead. By merging perspectives across the business, EPM provides macro clarity so strategy becomes more than aspiration - it becomes actionable.

Aligned Execution

EPM enables synchronous execution across the organization by breaking down silos and creating more dynamic, data-driven planning cycles. Rather than relying on rigid annual budgeting and allocation based solely within business units and functions, integrated EPM fosters cross-functional transparency and a joint effort towards a shared vision.

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Enhanced Visibility

EPM consolidates disparate performance data across planning, financial, operational, and even external data sources onto unified analytics dashboards and scorecards. Siloed reports yield to unified models where strategic priorities effortlessly link operational dynamics. This single version of truth provides executives and managers increased clarity to connect dots enterprise-wide.

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Continuous Forecasting

EPM transforms static, periodic planning cycles such as rigid annual budgeting into dynamic forecasting capabilities that can evolve as business conditions change. With an integrated architecture displaying real-time visibility across sales funnels, emerging market conditions, public policy shifts and more, key performance indicators self-adjust allowing rolling 18-24 month forecasts.

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Increased Agility

EPM provides organizations with rapid insight-to-action, answering the most pressing questions faster and giving decision makers the time needed to navigate complex challenges. Decision making becomes more decentralized, placing insights in the hands of frontline teams for faster, localized resource allocation. Altogether, the company experiences data-driven confidence in its ability to detect threats and pursue its greatest opportunities.

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Our EPM Process

We work with you to establish clear measurable goals, architect to support objectives, and drive adoption via leadership protocols and capability building at all levels.

Set Objectives

We help you clearly define measurable strategic goals across all parts of the organization to anchor implementation.

Architect Framework

Next, we design the data architecture, analytics platforms and processes based on objectives, identifying key data sources, mapping relationships and metrics needed to enable integrated planning and modeling.

Drive Adoption

Change management campaigns, executive role modeling, and staff training all work in concert to drive adoption and make insights actionable for managers and the frontline.

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Frequently asked questions

Explore our comprehensive list of frequently asked questions to find detailed answers and solutions to common inquiries.

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What is enterprise performance management (EPM)?

Enterprise Performance Management (EPM) is a set of processes, methodologies, and tools that help organizations plan, budget, forecast, and report on business performance across all departments and functions. It involves aligning strategic goals with operational plans, monitoring key performance indicators (KPIs), and making data-driven decisions to optimize business outcomes.

What is an EPM platform?

An Enterprise Performance Management (EPM) platform is a software solution that provides a comprehensive set of tools and capabilities for planning, budgeting, forecasting, consolidation, reporting, and analysis across an organization. It serves as a centralized system that integrates data from various sources, such as financial systems, operational systems, and external data sources, to provide a single, consistent view of business performance. Our firm partners with leading EPM platform providers, such as Oracle, SAP, and IBM, to deliver best-in-class solutions that meet our clients' specific needs.