Strategic Advisory

EPM Success Framework

Whether you're just starting your EPM journey or optimizing an existing solution, our end-to-end services provide the clarity, structure, and expertise needed to drive measurable results.

EPM Strategy

A successful EPM program begins with a clear strategy. Our advisory services help you define a vision that aligns with your business goals, technology environment, and organizational readiness.

What we deliver:

• EPM maturity assessments
• Business case development
• Target operating model design
• Process optimization recommendations
• Change management and stakeholder alignment

Why it matters:
A well-defined strategy ensures your EPM investment supports enterprise-wide performance, agility, and accountability.

Software Selection

Choosing the right EPM platform is critical to achieving your strategic objectives. We offer an unbiased, structured approach to evaluating leading EPM software providers.

Our approach includes:

• Requirements gathering across finance and operations
• Vendor shortlisting based on capability and fit
• Solution demos and scoring frameworks
• Total cost of ownership (TCO) and ROI analysis
• Final recommendation and procurement support

Platforms we have experience with:
Pigment, Anaplan, Workday Adaptive Planning, OneStream, IBM Planning Analytics, and more.

Implementation Roadmap

Before any implementation begins, we define a detailed, realistic roadmap to ensure a successful EPM rollout that minimizes risk and disruption.

Deliverables include:

• Phased implementation plans
• Project governance framework
• Data integration and migration strategies
• Skill gap analysis and training plans
• KPI and success measurement alignment

Benefits:
This roadmap provides the blueprint for delivering value incrementally, ensuring technical readiness and business adoption at each stage.

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Program & Project Management

EPM transformations are complex, cross-functional initiatives. Our experienced program managers keep your implementation on track—from initial design to post-go-live support.

Key activities:

• PMO setup and oversight
• Resource and risk management
• Milestone tracking and executive reporting
• Coordination between business, IT, and vendors
• Issue resolution and change control processes

Outcome:
A tightly managed program that delivers on time, on budget, and on scope—while keeping stakeholders informed and engaged.