EPM projects should deliver more than new software.

Implementations run over budget. Systems are built that finance teams struggle to adopt. Internal teams are left managing technology they were never properly prepared to own.

The problems often begin long before go-live. Unclear requirements, weak ownership, poor preparation and technology decisions made too early can undermine the value the programme was meant to create.

Plan Assist was founded by Guy Maizels after years working across EPM and finance transformation and seeing first-hand what separates successful programmes from those that fall short.

The principle behind the business is straightforward: prepare properly, involve experienced people from the outset and stay focused on the business outcome, not simply the implementation.

We work in three ways to deliver more successful EPM projects.

// 01 Prepare before software

We help organisations understand what they actually need before committing to technology or implementation decisions.

// 02 Strengthen the project

We work alongside organisations and delivery partners where independent EPM experience can improve the direction and outcome of an existing project.

// 03 Deliver directly

Where Plan Assist is the right delivery partner, our technical specialism in Workday Adaptive Planning and Pigment takes the project from planning through to implementation.

“Plan Assist exists to take EPM projects to their full potential, not just to live.”
Guy Maizels - Managing Director of Plan Assist

Guy Maizels, Founder

A deliberately specialist EPM team.

Plan Assist is a boutique EPM specialist team built around people who understand finance as well as technology.

Every consultant comes from an FP&A background, and many have been EPM customers themselves. That experience changes the conversation because we understand the system from the perspective of the people who ultimately have to use it.

We work with mid-to-large organisations across the UK and internationally and intend to remain deliberately specialist.

The objective is not growth for growth’s sake. It is to keep experienced people close to the work and maintain the standard our clients expect.

Meet the Team
Plan Assist EPM specialist consulting with a client on FP&A technology solutions