Configuration Matters. So Does Everything Else.
Every EPM programme needs strong technical configuration, and most implementation partners are well equipped to deliver it.
The greater risks often sit around the wider programme: how requirements are defined, how processes are shaped, how users are involved and how ownership transfers after go-live.
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Requirements Alignment
Requirements are still evolving while configuration is underway, forcing compromises into the build.
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Process Adaptability
Business processes begin to fit around the platform, rather than the technology supporting the way finance needs to work.
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User Focus
The technical model receives the attention, while how people will actually use the system is considered too late.
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Programme Ownership
Knowledge and ownership remain with the delivery partner because the internal team has not been prepared to take control.
Independent Oversight. Structured From Day One.
Independent EPM QA™ runs alongside your implementation partner, providing objective oversight from architecture through to go-live.
Our Success Framework™ reviews four areas that determine whether the EPM programme is being built for long-term success.
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Strategic Alignment
Is the solution being configured around the strategic questions finance and the wider business need to answer?
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Technical Foundations
Is the architecture robust enough to support the complexity, change and growth the organisation expects?
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User Experience
Is the solution being designed around how finance teams will plan, report and work day to day?
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Ownership
Is the internal team being prepared to manage, develop and own the EPM platform after go-live?
Four Quadrants. One Framework.
Independent EPM QA™ applies our Success Framework™ across every phase of your programme, from architecture through to go-live.
Strategic Alignment
We keep the tool anchored to the strategic questions your business actually needs to answer. When feature-fixation creeps in, we surface it. When the design drifts from the outcomes your leadership committed to, we call it out early, while there’s still time to correct it.
Technical Foundations
We validate that the architecture, integrations and modelling are fit-for-purpose for the change and complexity you’ll actually face. Not overbuilt, not oversimplified. Built for the flexibility you’ll need in three years, not just the requirements specified today.
User Experience
We keep end users in view from day one, across the interface design, the reports, the training and the adoption pathway. Because a platform that isn’t designed around the people who use it doesn’t get used. It gets replaced by spreadsheets.
Ownership
We work with you to build the internal team, the training, the documentation and the continuity planning that mean your business genuinely owns this platform after go-live. Not stays dependent on a delivery partner.
Independent EPM QA™
Finance People, Not Just Systems.
Experience
Plan Assist brings accounting experience, FP&A experience, customer-side EPM experience and years of hands-on delivery.
Success Framework™
That experience is applied through our Success Framework™, built around long-term ownership by your team, not long-term reliance on ours.
Independent EPM QA™
Independent EPM QA™ is how we give your programme its best possible chance: a structured, considered process for de-risking every phase and every decision.
Customers describe Plan Assist in three words:
Not sure where your EPM risks sit?
Start with the EPM Risk Assessment.
It helps you identify where your EPM programme may be most exposed to risk and where independent QA could add the greatest value.
