Choosing the Right EPM System

Enterprise finance teams are under growing pressure to deliver sharper insights, faster decisions, and future-ready strategies. For Enterprise Performance Management (EPM) consulting firms, keeping pace requires more than expertise in planning systems. It now demands the integration of artificial intelligence to enhance decision-making, forecasting, and financial transformation. AI is no longer optional. It is becoming the foundation of value delivery for the clients EPM firms serve.

The Power of Connected Planning: Why a Single Source of Truth is Essential in Modern EPM In today’s fast-paced, data-saturated business environment, decision-makers are under constant pressure to move quickly, adapt to change, and deliver results across increasingly complex organizations. Yet despite advances in technology, many companies still rely on disconnected spreadsheets, siloed systems, and […]

Introducing an Enterprise Performance Management (EPM) system is more than a technology upgrade.

This post outlines common weaknesses, a four-layer protection strategy, and practical steps to enhance security and oversight across your EPM platform.

The Power of Scenario Modeling and Forecasting in EPM Empowering Business Agility Through Better Insight and Decision-Making Overview In an era defined by volatility, uncertainty, and rapid change, organizations can no longer rely on static plans. Traditional budgeting methods and rigid forecasts leave leaders reacting to change, rather than navigating it. Enterprise Performance Management (EPM) […]

Centralized Anaplan Solution enabled a Global Pharmaceutical company to streamline financial planning and improve scenario agility. xxx.

When Is It Time to Move Beyond Excel? Signs You May Be Ready for EPM Excel has long been the go-to tool for financial planning, reporting, and data analysis. Its flexibility and familiarity make it an easy starting point for growing businesses. But as companies scale, what once worked well can become a roadblock to […]

Ensuring Success In EPM Enterprise Performance Management (EPM) systems are designed to enhance visibility, improve planning accuracy, and align strategic decision-making across an organization. Platforms like Anaplan, Oracle, Workday Adaptive, and Jedox promise these outcomes, but many implementations struggle to deliver. Missed deadlines, low user adoption, and misaligned solutions are all too common. Understanding the […]

What-If Profitability Modeling for a Multinational Spirits Company Empowering Strategic Pricing Decisions with Anaplan Client Profile A U.S.-based multinational spirits company with a global portfolio of premium beverage brands operating across North America, EMEA, and APAC. The company manages complex distributor networks and must navigate varying pricing regulations across jurisdictions. Challenge The client struggled to […]

Across all EPM platforms and implementations, success hinges not only on system architecture and model design but also on obtaining proper documentation throughout. As organizations deploy various solutions to integrate planning and forecasting, improve performance reporting, and standardize processes to enhance governance and accountability, many still overlook the importance of consistent and accessible documentation. Proper […]

Enterprise Performance Management (EPM) and Enterprise Resource Planning (ERP) systems are often misunderstood as interchangeable technologies. However, while they complement each other in managing and optimizing business operations, their functions, audiences, and strategic purposes are fundamentally different. As a boutique consulting firm specializing in enterprise solutions, we believe it is crucial for organizations to understand […]

Arete EPM Arete EPM is a boutique consulting firm specializing in Enterprise Performance Management (EPM) implementations. With onshore and offshore teams available, Arete EPM ensures around-the-clock care and dedicated focus on each project. This approach enables Arete EPM to provide expertise in implementing and optimizing EPM software platforms such as Anaplan, Jedox, and Oracle. By […]

Zero-based Budgeting (ZBB) solution for a multi-national beverage and retail company serving more than 270 million people. people

Product Profitability and EBITDA solution for a leading provider of communications, technology, information and entertainment products and services to businesses, consumers and government entities. End

Supply Chain Planning solution for a global leader in Artificial Intelligence (AI) Computing as a designer and manufacturer of Graphics Processing Units (GPU). t

Pricing Strategy Modelling solution for a multi-national, privately held spirits company offering more than 200 brands and labels. t

Arete EPM, a leading enterprise performance management consulting firm, announced today its participation in Anaplan’s PartnerAccelerate program, a new global program that offers specialized accreditations to partners in their ability to sell, support, and deliver Anaplan to customers.

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