Enterprise Performance Management

Unify planning, forecasting, and reporting for measurable results.

Enterprise Performance Management (EPM) isn’t just about technology—it’s about creating a unified platform that connects your planning, forecasting, and reporting processes. Our deep experience in EPM implementations ensures your technology investment delivers measurable results from day one.

What Sets Us Apart

We combine EPM implementation expertise with the functional knowledge that makes transformation stick: functional experts who understand business processes, change management specialists who drive adoption, and business consultants who optimize workflows around your platform.

Our Proven Approach

We approach platform transformation as business transformation. While technical teams focus on servers and software, we focus on how technology serves your strategic goals. Our consultant ensure every platform decision enhances operational efficiency, improves user experience, and drives measurable business outcomes.

We don’t just advise; we embed ourselves in your team, working side by side to drive sustainable change that lasts beyond implementation

We understand business transformation across functions because we’ve led it. Our expertise ensures your EPM platform aligns with your reporting, forecasting, and decision-making goals across functions.

A structured, flexible approach that adapts to your organization’s culture, processes, and risk factors for maximum adoption.

From stakeholder alignment and training to post-go-live hypercare, ensuring long-term adoption and measurable ROI.

Overcoming adoption barriers, data governance issues, and process inefficiencies that commonly derail EPM implementations.

Deep partnerships with leading EPM platforms including OneStream, Oracle, Pigment, and other best-in-class solutions to match your specific needs.

Focus Areas

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Consolidation

  • Consolidations
  • Tax Reporting
  • Account Reconciliations
  • Transaction Matching
  • Disclosure Management
  • Lease Accounting
  • Debt Compliance

Core
FP+A

  • Planning / Budgeting / Forecasting
  • Strategic Planning
  • Profitability Analysis
  • Reporting Analytics
  • Scenario Planning
  • AI Forecasting / Machine Learning (Predictive)

Integrated
Business Planning

  • Operational Planning
  • Sales Planning
  • Workforce Planning
  • Supply Chain Planning
  • CapEx Planning
  • S&OP Planning
  • Project Planning
  • Revenue Planning

Partnerships

Our strategic partnerships with industry-leading technology providers enable us to deliver proven solutions with reduced implementation risk. These relationships give us deep platform expertise and access to accelerators that drive faster time-to-value for your transformation initiatives.

  • Transforming Enterprise Cost Management for Fortune 500 Investment Leader

    This Fortune 500 investment management firm faced mounting pressure to optimize their cost structure while maintaining growth momentum.

  • Empowering Data-Driven Growth for Global CPG Snacking Leader

    This global Fortune 500 consumer packaged goods company was experiencing market share erosion to competitors and struggling with poor visibility into the key performance factors driving their business success.

Your technology transformation should strengthen every aspect of your business operations. We make that vision a measurable reality.