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Ishu Dhiman

Presales Manager

Learn how to evaluate platforms for scalability, integration, and ROI beyond just features.

Choosing the Right EPM Tool: A Strategic Finance Decision, Not a Tech One

Enterprise Performance Management (EPM) platforms have evolved far beyond their traditional roots as budgeting and forecasting tools. Today, they sit at the heart of modern finance functions — shaping how businesses plan, analyze, and make decisions. Yet, far too often, organizations treat EPM selection as a technology procurement exercise. They chase feature-rich demos, compare checklists, […]

Choosing the Right EPM Tool: A Strategic Finance Decision, Not a Tech One Read More »

Top-Down vs. Bottom-Up Planning

Top-Down vs. Bottom-Up Planning: What’s Best for Your Finance Team?

When working with clients on Enterprise Performance Management (EPM) implementations, one of the most common questions finance leaders ask is: “Should we use a top-down or bottom-up planning approach?” It’s a great question—and one that reveals a lot about how organizations balance strategy and execution. Each method has its strengths, weaknesses, and ideal use cases.

Top-Down vs. Bottom-Up Planning: What’s Best for Your Finance Team? Read More »

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