The Wrong Plan
Can Break
The Right EPM.

EPM Success Blueprint™

The four-week programme that helps finance teams define success before software, configuration or implementation begins.

EPM Success Blueprint | £20,000

The Blueprint outputs

Business Requirements Document Defines what finance needs from EPM before selection or build.

Informed Proof of Concept

Makes the future solution visible before full implementation. Clear requirements. Practical proof. Better EPM decisions.

Capable software is not enough.

Most EPM platforms can do the job.
The risk starts when the business has not clearly defined what the job is.

Requirements are unclear

The future model is not defined

Use cases are not prioritised

Stakeholders are not aligned

Start before software.

EPM Success Blueprint™ gives finance teams a clear plan before selection, configuration or implementation.

The process outlines:

What do we need from EPM?

What should this look like?

What should come first?

What will it take to implement properly?

Two Deliverables.
One Clearer Decision.

01.
Business Requirements Document

A clear record of what finance needs from EPM, written in business language.

It defines the plan and supports better selection and road mapping.

02.
Informed Proof of Concept

A practical example of how the future solution could work, using your structure and sample data.

It makes the requirements visible before the full build.

EPM Success Blueprint™

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Business Requirements Document

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Selection support from the BRD

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Informed Proof of Concept

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Implementation roadmap from the BRD

Finance People,
Not Just System

Plan Assist brings accounting experience, FP&A experience, customer-side EPM experience and years of hands-on delivery.

That experience is backed by a Success Framework™ built around long-term success, not just go-live.

A planning solution your team can trust, but most importantly use and own.

Plan Assist Team In Three Words

xeinadin

Thomas Cresswell

Experienced . Communicative . Technically strong

MiQ

Gracie Hooper

Diligent . Personable . Dynamic

YOUR EPM RISK Blueprint

Choosing The Right EPM Is Step Two.
Defining Success Is Step One.

EPM | TUNED FOR SUCCESS

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