Independent EPM Advisory
The right EPM platform for your organisation, chosen and delivered by experts
Independent platform advice built around your requirements, with the delivery to match. We lead SAP EPM work ourselves and coordinate certified specialists for the other major platforms, and we tell you where we have an interest before you decide. Whether you're selecting for the first time or replacing a legacy system, we help you find the right fit, then make it real.
What is CPM / EPM?
Planning, consolidation and reporting, unified
Corporate and Enterprise Performance Management platforms replace fragile spreadsheets with governed systems for financial and operational management. Done well, they shorten the close, sharpen the forecast, connect financial and operational planning (xP&A), and give leadership one version of the truth.
Financial planning & budgeting
Driver-based models, rolling forecasts and scenario planning that replace static spreadsheet exercises.
Financial consolidation
Automated consolidation of entities, eliminations and currency translation, turning a drawn-out manual close into a controlled, repeatable one.
Management reporting
Consistent, governed P&L, balance sheet, cash flow and KPI reporting with transaction drill-through.
Scenario & what-if modelling
Model multiple futures so leadership can see the impact of decisions before committing to them.
Workforce planning
Headcount and salary modelling integrated directly with your financial forecast.
Regulatory & ESG reporting
Structured data collection with audit trails for statutory, regulatory and ESG submissions.
The selection problem
Choosing the wrong platform is an expensive mistake
The EPM market is crowded, and each credible platform has different strengths, pricing models and implementation complexity. The wrong choice costs years and significant budget. Most organisations don't have the internal, cross-platform expertise to evaluate them objectively. That's exactly what we provide.
Our advice is independent and built around your requirements, your data and your budget. The recommendation is the one that fits you, not a platform we are tied to, and not lock-in for its own sake.
How we evaluate
One scorecard, applied consistently
We weight each dimension to what matters for you, then score every candidate the same way.
- Functional fit to your actual requirements
- Consolidation, close and reporting depth
- Planning and forecasting capability
- Data and ERP integration
- Total cost of ownership, five years out
- Implementation complexity and risk
- Vendor viability and product roadmap
- Fit with your team's skills and appetite
The platform landscape
There is no single best platform, only the best fit
The market falls into a handful of categories, each strong for different reasons. We know them all, and we match your requirements to the right category before we ever name a product.
Unified close & consolidation
Platforms built first for fast, controlled consolidation, with planning and reporting on the same engine. Often the right answer when the close is the pain.
Connected planning
Cloud-native, multidimensional platforms for flexible, large-scale planning across finance, sales and supply chain.
ERP-native EPM suites
EPM that integrates deeply with a particular ERP, for organisations standardised on one vendor who want native reporting and consolidation.
Combined BI & planning
Platforms that merge business intelligence with planning and predictive analytics, often no-code, for teams that want self-service.
High-performance engines
Highly flexible, multidimensional calculation engines for complex, calculation-heavy models and bespoke logic.
Cloud analytics & planning
Modern SaaS platforms combining planning, analytics and reporting, for organisations moving off spreadsheets and legacy tools.
We stay current across every credible product in these categories. Which one we recommend depends entirely on you, never on us.
Delivery ecosystem
Independent advice, real delivery reach
Advisory doesn't end at a recommendation. Our advice is independent, so the recommendation stays yours. When it's time to build, we lead SAP EPM delivery, and for the other leading platforms, including OneStream, Anaplan and Oracle EPM, we bring in trusted implementation specialists who are the vendors' own certified partners.
Our advisory approach
We don't sell platforms. We find the right one for you.
- Independent by designThe recommendation is built around your needs, with any interest we hold disclosed before you decide.
- Finance and IT expertise combinedQualified finance professionals alongside solution architects and senior engineers.
- Honest about complexity and costRealistic implementation costs and timelines, not the vendor's best case.
- With you from selection to go-liveAdvisory that extends through procurement, vendor management and delivery.
Selection framework
A structured, defensible process
Every recommendation is evidence-based and audit-ready, so your board can see exactly why the chosen platform won.
Requirements discovery
Workshops with finance, IT and business stakeholders to capture what you actually need.
Current-state assessment
Review existing processes, data, ERP landscape and the real pain points behind the project.
Longlist & scoring
Independent platform scoring against your requirements, with a transparent audit trail.
Vendor demos
Demonstrations run against your own scenarios, not the vendor's polished slide deck.
Business case & TCO
Total cost modelling across the shortlist, and a recommendation your board can stand behind.
Engagement models
Work with us the way that suits you
Independent EPM advisory
Independent guidance without an implementation commitment: requirements workshops, platform evaluation and scoring, TCO and business case, RFP management.
Advisory + implementation
Platform selection plus delivery, with full continuity: end-to-end implementation, training and change, hypercare and post-go-live support.
Platform implementation
Already chosen your platform? Solution design and build, data integration, UAT and go-live, and full knowledge transfer.
Managed service & support
Ongoing management of your existing environment: monthly retainer, model maintenance and releases, performance optimisation, on-demand training.
How we work
Selection to go-live, senior-led
We run a structured, independent process with a senior Si BCS lead accountable throughout. We lead SAP work directly; for OneStream, Anaplan and Oracle EPM we bring in certified implementation partners, with us still on point, so nothing falls through the gap between advice and delivery.
Understand your close, planning and reporting, then run a requirements-led selection and a business case your board can defend.
Target operating model, solution architecture, integration and implementation, on the right platform and on your own cloud.
Hypercare, managed service, release management and continuous optimisation once you are live.
Ready to choose the right EPM platform?
Tell us a little about your project and we'll be in touch promptly.