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Enterprise Performance Management Advisory
Practical EPM advisory services that help organizations design, align, and strengthen planning, forecasting, and performance management frameworks.
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
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.
Frequently Asked Questions
What is the difference between EPM Advisory and EPM Consulting?
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.
When should an organization consider EPM Advisory services?
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.
Is EPM Advisory only relevant for large enterprises?
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.
How does EPM Advisory support better decision-making?
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.
Blog & News Update
How EPM Tools Improve Forecasting Accuracy and Speed
Forecasting is the backbone of strategic decision-making. Yet, in many boardrooms and leadership meetings today, the forecasting process still relies
September 12, 2025
How to End the Spreadsheet Blame Game with a Reliable Audit Trail
How to End the Spreadsheet Blame Game with a Reliable Audit Trail If you’ve ever sat through a finance meeting
August 25, 2025
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
August 18, 2025
Unlock Your Business Potential Today!
The world of business moves fast, and staying competitive demands cutting-edge technology. Outdated tools not only slow down progress but also create frustration among employees who must juggle multiple tasks without adequate support.
By partnering with PPN Solutions, you gain access to industry-leading knowledge, experience, and resources necessary for EPM.
No matter where you stand on your digital transformation journey, we stand ready to accompany you every step of the way—from initial EPM consultation to final launch.
Enhancing Strategic Financial Planning & Analytics at PwC India
PPN Solutions Revolutionizes Financial Operations with FP&A Solutions