Enterprise Performance Management Advisory
Practical EPM advisory services that help organizations design, align, and strengthen planning,
forecasting, and performance management frameworks.
250+
Consultants
50+
Projects Completed
15+
Industries Served
Our Achievements
150+
Consultants
30+
Projects Completed
15+
Industries Served
Our Achievements
What Is EPM Advisory?
A Business-Led Approach to Performance Management
EPM Advisory focuses on defining how performance management should work across the organization—across strategy, finance, operations, and leadership.
Rather than starting with tools, we focus on process design, operating models, governance, and decision frameworks that enable consistent and reliable performance insights.
Our advisory services ensure that EPM initiatives are aligned with business priorities, supported by the right capabilities, and ready for scalable execution.
Our EPM Advisory Offerings
Practical and Scalable EPM Advisory Services
EPM Strategy & Roadmap Definition
We help you define a clear EPM vision and a practical, multi-phase roadmap aligned with your business priorities and transformation initiatives. Our service focuses on setting the right scope, sequencing initiatives effectively, and establishing clear milestones to support confident execution.
Strategy-Driven Target Setting
We support the design of structured target-setting processes that translate strategic objectives into aligned financial, operational, and functional targets. This ensures consistency across plans, clearer ownership, and stronger accountability throughout the organization.
Financial Close & Reporting Improvement
We assess and enhance financial close, consolidation, and reporting processes to improve control, transparency, and efficiency. Our focus is on simplifying processes, reducing manual effort, and strengthening data quality.
Management Reporting & Insight Design
We design management reporting and KPI frameworks that deliver relevant, decision-focused insights. Reporting is structured to meet the needs of executives, managers, and operational teams, supporting both strategic oversight and performance tracking.
EPM Architecture & Data Flow Design
We define EPM architecture, data structures, and information flows that support integrated planning, reporting, and analytics. This ensures consistency, traceability, and scalability across systems as business requirements evolve.
EPM Technology Evaluation
We provide structured support for evaluating and selecting EPM platforms based on functional requirements, scalability, and integration needs. Our guidance helps ensure technology choices align with your EPM vision and operating model.
Expert EPM Consultant
Few Reasons To Choose Us As EPM Implementation Partner
With decades of experience and a team of certified professionals, we bring unparalleled expertise to every project. Our proven track record of successful EPM implementations across various industries ensures that we deliver tailored and effective EPM solutions.
Accelerator
Industry Specific Best Practices & KPIs
Unmatched transparency
offering total visibility
Collaborative DNA
Managed Training and Enablement
Passionate Team
Innovative and Complimentary Technologies
FAQ
Frequently Asked Questions
EPM Advisory focuses on defining strategy, processes, governance, and operating models before technology implementation begins. It helps organizations understand what needs to change and why. EPM Consulting typically covers the execution phase, including system design, configuration, and deployment based on the defined advisory outcomes.
Organizations should consider EPM Advisory when planning a finance or FP&A transformation, struggling with planning and forecasting effectiveness, or before investing in an EPM platform. Advisory services are especially valuable when clarity is needed around processes, KPIs, governance, or long-term EPM direction.
No. EPM Advisory is relevant for mid-sized and large organizations alike. The scope and depth of advisory services are tailored to the organization’s size, complexity, and maturity, ensuring practical and scalable outcomes.
EPM Advisory improves decision-making by aligning strategy with planning, forecasting, and performance reporting. By establishing consistent processes, meaningful KPIs, and reliable data flows, organizations gain timely, decision-ready insights that support both strategic and operational decisions.
Our Expertise
Industry Specific Blueprints
Strike the perfect balance between capacity, pricing, and overheads to ensure the project's profitability.
Implement Board to improve risk management &pave the way for effective budgeting, planning, and forecasting.
Streamline production, manage inventory, optimize supply chain, and reduce overall cost with smart Board Solutions.
Get smart grid analysis with energy forecasting & tailored recommendations for optimized operation.
Improve performance through actionable insights & drive profitability through cost & portfolio management.
Maximize profitability through advanced strategies using a customized scorecard and dashboard for KPI tracking.
Contact Us
Get Expert Guidance on Your EPM Strategy
Build a strong and sustainable foundation for enterprise performance management with our EPM Advisory services. We work closely with finance and business leaders to define clear strategies, strengthen planning and forecasting processes, and establish governance models that support reliable decision-making. Our advisory approach helps reduce risk, improve alignment, and ensure your EPM initiatives are ready for successful execution.
Talk to our EPM Advisory experts today to define a clear, confident path forward for your organization.
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