EPM IMPLEMENTATION RISK ASSESSMENT

Your EPM Risk Blueprint™

Map the risks.
Know where to focus first.

The risk in an EPM project is rarely the software alone. It is what has not been aligned, defined or owned before the build begins.
In around 5 minutes, Your EPM Risk Blueprint assesses the project across four critical areas. You will receive an overall risk level, four category scores and a personalised PDF report showing what is in place, where the gaps are and what to address first.
Start Your EPM Risk Blueprint
Around 5 minutes | Personalised risk result | Downloadable PDF report

Most EPM risk starts before implementation

An EPM programme can look ready on paper while fundamental decisions remain open. Success may mean different things to different stakeholders. Data and integration may not be ready. User requirements may be incomplete. Ownership after go-live may be assumed rather than agreed.
Once design and configuration are under way, those gaps become rework, scope change, delay, poor adoption and value that is harder to realise. Your EPM Risk Blueprint brings them into view earlier, while there is still time to act.
The earlier the risk is visible, the more options you have to reduce it.

A personalised view of your EPM project risk

This is not a generic readiness checklist. Your answers are scored to show the project’s overall exposure and where attention is needed most.

Your overall risk level, showing the project’s current exposure.

Four category scores, revealing where risk is concentrated.

A personalised explanation, showing what is in place, where important gaps remain and what those gaps could mean for delivery.

Prioritised actions, so the team knows what to address first.

A downloadable PDF report, ready to share internally and use in project discussions.

Four areas that shape EPM success

The assessment looks at the business, technical and operating conditions needed to implement, adopt and sustain an EPM solution.

Strategic Alignment

Whether the project is tied to clear business outcomes, agreed executive priorities and a shared definition of success.

Technical Foundations

Whether data, architecture, integrations and delivery assumptions are ready to support an effective build.

User Experience

Whether user needs, ways of working, communication and adoption have been built into the plan.

Ownership

Whether governance, capability and accountability are in place to own, sustain and evolve the solution after go-live.

See where the risk sits

Complete the assessment to receive your overall risk level, four category scores and a personalised PDF report with clear priorities for what to address first.
Start Your EPM Risk Blueprint
Around 5 minutes | Personalised risk result | Downloadable PDF report

How the EPM risk assessment works

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Assess your current position. Allow around 5 minutes and answer each question based on the project as it stands today.

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See the risk by category. Your answers are assessed across Strategic Alignment, Technical Foundations, User Experience and Ownership.

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Receive your result. Get an overall risk level, four category scores and a personalised PDF report with clear areas of focus.

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Focus the next decision. Use the findings to guide internal discussion, prioritise risk mitigation and decide what needs to happen next.

Who should take the assessment?

Your EPM Risk Blueprint is designed for CFOs, Finance Directors, Heads of FP&A, finance transformation leaders and programme sponsors who need an objective view of project risk before the next decision is made.

It is particularly useful if your organisation is:

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Considering an Enterprise Performance Management investment or building the business case.

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Preparing to select an EPM platform or implementation partner.

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About to begin implementation and needs to test whether the foundations are strong enough.

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Already in delivery and concerned about scope, adoption, data or ownership.

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Reviewing or redesigning an existing EPM solution that is not delivering the expected value.

You do not need to have selected software. Taking the assessment before platform selection can expose important issues while the options are still open.

Built from real EPM delivery experience

Your EPM Risk Blueprint applies Plan Assist’s Success Framework, a practitioner-led risk-reduction methodology shaped by the recurring failure patterns seen across EPM implementations.

The assessment is platform-agnostic and looks beyond software functionality, because capable technology cannot compensate for an unclear brief, weak foundations, poor adoption or an organisation that is not ready to own the solution.

Plan Assist is an independent, senior-led EPM consultancy. We help finance teams define the outcome, shape the requirements and make the future solution visible before configuration begins.

Choosing the right EPM is step two. Defining success is step one.

See where your EPM project stands

Allow around 5 minutes and leave with a personalised view of where risk is concentrated, what is already in place and what to address first.
Start Your EPM Risk Blueprint
Around 5 minutes | Personalised risk result | Downloadable PDF report

Questions about Your EPM Risk Blueprint

What is an EPM risk assessment?
An EPM risk assessment reviews whether the conditions needed for a successful Enterprise Performance Management implementation are in place. Your EPM Risk Blueprint evaluates Strategic Alignment, Technical Foundations, User Experience and Ownership, then turns the answers into a personalised view of project exposure.
How long does Your EPM Risk Blueprint take?
Allow around 10 minutes to complete the online assessment. Answer based on the project as it stands today so the result reflects your current level of risk.
What will I receive?
You will receive an overall risk level, four category scores and a personalised PDF report showing areas of strength, exposure and priority action.
When should we take the assessment?
It is most valuable before software selection or implementation begins, while there is still time to address gaps without creating avoidable rework. It can also be used during delivery or when reviewing an existing EPM solution that does not meet expectations.
Do we need to have EPM software selected?
No. The assessment focuses on the conditions around the project rather than comparing platform features. Taking it before software selection can help finance define what needs to be true before a technology decision is made.
Is the assessment tied to a specific EPM platform?
No. It assesses the business and delivery conditions that shape success through EPM projects, regardless of the platform being considered or implemented.
What happens after I receive the report?
You can use the report to guide internal discussion and decide what needs attention first. Where more detailed definition is required, Plan Assist can help turn the findings into a Business Requirements Document and Informed Proof of Concept through the EPM Success Blueprint™.

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