Capable software is not enough.
Independent EPM QA™ applies our Success Framework™ across every phase of your programme, from architecture through to go-live.
Start before software.
The EPM Success Blueprint™ helps finance teams define what they need, what good looks like and what it will take to deliver properly before selection, configuration or implementation begins.
The process answers four critical questions:
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What do we need from EPM?
Define the finance, planning and reporting requirements that matter most.
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What should this look like?
Turn those requirements into a clear view of the future solution.
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What should come first?
Prioritise the use cases and decisions that will have the greatest impact.
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What will it take to implement properly?
Understand the people, process, technology and ownership needed to deliver successfully.
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™
Business Requirements Document
Defines what finance needs.
Informed Proof of Concept
Shows how the future solution could work.
Selection support
Uses the BRD to guide more informed EPM selection.
Implementation roadmap
Turns the agreed requirements into a clearer route to delivery.
Finance People, Not Just System.
Plan Assist brings together experience across accounting, FP&A, customer-side EPM and hands-on delivery.
That means we understand the finance process as well as the technology behind it, and can help build EPM solutions that work in practice, not just at go-live.
Our Success Framework™ is designed around long-term adoption, ownership and value.
The result is a planning solution your finance team can trust, use and continue to develop.
Calculate “Your EPM Risk Assessment”
Complete the assessment to understand where your EPM programme may be most exposed to risk and receive recommended next steps based on your responses.
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Around 10 minutes
A focused assessment designed to give you a useful view of your EPM readiness without a lengthy discovery process.
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Personalised risk score
See how you perform across strategic alignment, technical foundations, user experience and ownership.
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Recommended next steps
Receive practical guidance based on your responses, helping you understand where to focus before selection or implementation.
Customers describe Plan Assist in three words:
