Assessment of the EPM Ecosystem
We review your current EPM setup for planning, financial consolidation & close and disclosure. This includes looking at how systems are structured, how tasks flow, how data moves between tools, and how well everything supports reliable and efficient financial processes.
Understanding Finance and Business Requirements
We meet with Group Accounting, Group Controlling, and Group Reporting teams to understand their needs for planning, consolidation, closing activities and reporting. This gives a clear picture of what the future EPM solution must support and what improvements matter most.
EPM Architecture and Integration Design
We assess how your EPM systems are built and connected. We look at how planning and consolidation models are set up, how data flows from other systems, and how integrations can be improved to ensure consistent and trustworthy financial information.
Gap Analysis Across Processes, Systems, and Data Flows
We identify where current processes slow down planning, consolidation, and closing work. This includes spotting manual tasks, system limitations, missing automations, or broken data flows that reduce accuracy, speed, or transparency in financial reporting.
Strategic Recommendations Using EPM and Analytics Expertise
By combining strong EPM knowledge with deep analytics experience, we provide practical recommendations to improve planning processes, strengthen consolidation, speed up the close, and enhance reporting—supported by better data quality and smoother system connections.
Final Workshop and Finance-Focused Roadmap
We present all findings - current state, needs, architecture options, and integration improvements - and provide a clear roadmap showing the next steps to upgrade or transform your planning, consolidation, close, and disclosure capabilities.
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