EPM Should Be Top Of Your Finance Transformation Priorities
- Free your team’s time for high-value work
- Scale with growth without losing control
- Align finance with the rest of the business
- Nail the model
- Design ERP right
CFOs don’t need another tool. You need strategic time back, cleaner forecasts, and a disciplined way to align plans to outcomes. Enterprise Performance Management (EPM) unifies planning, consolidation, and reporting into a single governed model so leadership operates from one version of the truth – and finance leads the organisation with confidence.
Trusted by
EPM FIRST, SO ERP FITS
EPM sets how Finance leads, owns and governs performance. Roles, definitions and accountabilities are agreed before ERP even lands.
With one performance model across entities and systems, you get consistent control and audit confidence from day one – and a clear brief for ERP to follow.
You feel the impact first in efficiency ‣ Integrations and automation strip out manual troubleshooting, so your team spends more time on analysis and judgement – and a lot less time reconciling files.
Then it shows up in scalability and growth ‣ Modern EPM flexes as you add entities, products and markets. Spreadsheets can’t keep pace – the moment volumes rise, they become the bottleneck.
Next comes strategic alignment ‣ Finance, operations and commercial finally work off the same version of reality, with real-time visibility and cleaner decisions across the table.
And you keep your best people ‣ Modern workflows replace spreadsheet fatigue. The work becomes more meaningful, so engagement and retention improve – without having to throw perks at the problem.
EPM IS OUTCOME DRIVEN
Working Capital Discipline ‣ Sharper cash forecasting and inventory signals
Faster Planning Cycles ‣ Compress timelines while improving accuracy
More credible guidance ‣ Scenario‑ready P&L, balance sheet, and cash flow
OpEx and headcount control ‣ Driver‑based plans aligned to growth realities
EBITDA uplift ‣ Focus resources where marginal ROI is highest
PRACTITIONER-LED,
OUTCOME FIRST
By working with Plan Assist you’ll be led by senior finance practitioners who’ve run planning and performance cycles inside complex organisations. We shape the blueprint around your value agenda – time back for the CFO, better decisions for the ELT, and scalable operating rhythms for the business.
Business architecture before technology ‣ We design the operating model – cadence, roles, controls, and decision rights – then map a clean planning taxonomy and performance measures. Technology serves the model, not the other way round.
Data you can trust ‣ We align definitions and master data at source and establish a governed “single truth” across entities, products, and cost centres – so every conversation starts with facts, not reconciliation.
Change people adopt ‣ We put simple ways of working, clear ownership and practical enablement in place so Finance and the business can run the system without heroics. EPM becomes part of how you manage performance, not another project that needs constant rescue.”
WHY TALK TO
PLAN ASSIST
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ERP is on the agenda – and Finance isn’t ready
You’re being asked to “feed ERP”, but roles, drivers and definitions aren’t agreed. You want Finance to set the rules once, not debate them during build. -
Forecasting and guidance lack credibility
The board wants sharper guidance and real scenarios. Today’s tools create rework and caveats, not confidence. -
Close and planning take too long
Month-end, budget and forecast cycles are propped up by spreadsheets and heroics. You want predictable timelines, not last-minute scrambles. -
Growth has outpaced the operating model
New entities, products and channels have added complexity, but there’s no single performance model everyone trusts. -
Your best people are stuck on low-value work
Senior finance talent is spending too much time fixing files and firefighting, and not enough time on decisions. You need an environment that keeps – and attracts – them.
FAQs
What is Enterprise Performance Management (EPM)?
A governed platform that unifies planning, consolidation, reporting and analytics to drive faster, more coherent decisions across the enterprise.
How does EPM accelerate finance transformation?
It removes manual reconcilliation, connects strategy to execution, and provides one trusted view for leadership – speeeding up close, forecast, and scenario cycles.
What outcomes should a CFO expect?
Time back for strategic work, higher forecast accuracy, faster close, stronger cost control, and a finance operating model that scaled with growth.
How quickly can we realise value?
Most clients see early wins within a quarter by priotitising high-value use cases and keeping scope disciplined.
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PLAN ASSIST LTD is a company registered in England and Wales (Company Number 15015719). Registered address: 68 King William Street, London, EC4N 7HR