EPM Architecture Guidance

Dear CIO,

Your Finance colleagues have decided that they need to implement a new Consolidation, Reporting or Planning system or, more challengingly, all three.

Your team knows everything there is to know about Data Centres, Servers, Operating Systems, Databases, SOA, SaaS, Web Applications, Security and a host of other IT topics - but there starts to be a bit of a 'language gap' when it comes to discussing the subtle nuances of Budgeting, Forecasting, Chart of Accounts mappings, Consolidation logic and a host of other functional EPM topics.

How We Can Help

We understand EPM solutions from an IT as well as a Finance perspective.  We typically find ourselves playing 'translator' and supporting both functions in a collaborative relationship to ensure successful delivery of an EPM project/programme.

We can help your architects to define how the various EPM systems should fit in to your existing systems estate, including financial ledger systems (ERP), operational systems and reporting data warehouses and data marts.

In addition, as necessary, we can provide to you and your Finance colleagues any of the following:

  • One-to-one meetings with yourself and/or key members of your team
  • One-day workshop for you and your team, preferably off-site
  • Helping to set out an EPM Roadmap for your organisation
  • Assisting with the Programme planning
  • Advising the Programme Board on an ongoing basis
  • Providing tailored expert resources to supplement your main providers' technical and business analyst personnel and the Subject Matter Experts from within Finance

Who's behind epmgurus?

Nigel Dahl

Nigel Dahl,

Managing Director of epmgurus, brings 30 years of diverse experience to bear in helping organisations and teams through change – of size, structure, systems, management or ownership.

Nigel has run, advised, supported or worked with Finance functions from one-person operations up to globally dispersed Finance departments of several thousand people. He knows what good (and bad!) looks like.

View Nigel Dahl's profile on LinkedIn

What is EPM?

Enterprise Performance Management (EPM) is a broad term covering any business process that seeks to improve performance through a continuous loop of data collection, reporting, analysis and, most importantly, informed and targeted action.

In practice, Finance EPM is generally considered to cover at least Strategic, Financial and Operational Planning, Budgeting and Forecasting, Management Reporting (MI), Financial Consolidation, Statutory Reporting, Profitability and Cost Management, including Cost Allocation.