# Arete EPM | Enterprise Performance Management Solutions Provider > EPM ## Posts - [The AI Imperative for EPM Consulting Firms](https://www.areteepm.com/2025/08/16/the-ai-imperative-for-epm-consulting-firms/): 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](https://www.areteepm.com/2025/08/06/the-power-of-connected-planning/): 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 manual processes to drive their financial and operational planning. The result? Misalignment, delays, and decisions based on incomplete or outdated data. This is where connected planning and a single source of truth become essential. More than buzzwords, they represent a new standard for how enterprise […] - [Choosing the Right EPM System](https://www.areteepm.com/2025/07/25/choosing-the-right-epm-system/): A Comparative Look at Oracle, Anaplan, Jedox, and Pigment - [Navigating Training and Change Management in EPM Implementations](https://www.areteepm.com/2025/07/24/navigating-training-and-change-management-in-epm-implementations/): Introducing an Enterprise Performance Management (EPM) system is more than a technology upgrade. - [Securing you EPM System](https://www.areteepm.com/2025/07/14/securing-you-epm-system/): 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](https://www.areteepm.com/2025/06/28/the-power-of-scenario-modeling-and-forecasting-in-epm/): 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) systems provide a better path forward, particularly through the power of scenario modeling and dynamic forecasting. These capabilities empower finance and operations leaders to simulate outcomes, test assumptions, and make faster, data-driven decisions with confidence. At Arete EPM, we help organizations in various industries unlock […] - [Global Financial Planning Transformation for a Pharmaceutical Leader](https://www.areteepm.com/2025/06/23/global-financial-planning-transformation-for-a-pharmaceutical-leader/): Centralized Anaplan Solution enabled a Global Pharmaceutical company to streamline financial planning and improve scenario agility. xxx. - [Signs You May Be Ready for EPM](https://www.areteepm.com/2025/06/13/signs-you-may-be-ready-for-epm/): 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 efficiency, accuracy, and agility. So how do you know when it’s time to transition from Excel and legacy systems to a modern Enterprise Performance Management (EPM) platform like Anaplan? Below are key indicators and comparisons that your current tools may be holding you back — […] - [Why EPM Implementations Fail](https://www.areteepm.com/2025/06/05/why-epm-implementations-fail/): 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 reasons behind these challenges can help organizations avoid them. Below are some of the most common pitfalls that lead EPM projects off course, along with strategies to address them. Unclear Business Objectives Implementations often begin without a firm understanding of the business problems the system […] - [Empowering Strategic Pricing Decisions with Anaplan](https://www.areteepm.com/2025/05/23/empowering-strategic-pricing-decisions-with-anaplan/): 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 model product-level profitability during distributor pricing negotiations. Their legacy planning tools could not incorporate region-specific regulations, pricing tiers, and variable cost inputs in real time. As a result, decision-makers lacked the agility and insight required to simulate the financial impact of pricing strategies, which hindered […] - [Why Documentation Matters: Safeguarding Success in EPM Implementations](https://www.areteepm.com/2025/05/08/why-documentation-matters-safeguarding-success-in-epm-implementations/): 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 project documentation is not a formality but a foundational asset that accelerates the implementation, enhances knowledge transfer, and preserves long-term system integrity. Enterprise Performance Management (EPM) platforms such as Anaplan, Jedox, Oracle EPM, and Workiva are transformative tools for aligning various business strategies. However, the […] - [EPM vs. ERP: Understanding the Two Pillars of Enterprise Management](https://www.areteepm.com/2025/04/22/epm-vs-erp-understanding-the-two-pillars-of-enterprise-management/): 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 the distinction between these systems to ensure successful technology investments and improved organizational outcomes. The modern enterprise operates in an increasingly complex environment, with demands for agility, accuracy, and accountability. To meet these demands, companies turn to digital systems like ERP and EPM. While ERP […] - [The Intersection of AI and EPM: Leveraging New Trends in Business Performance](https://www.areteepm.com/2025/02/05/the-intersection-of-ai-and-epm-leveraging-new-trends-in-business-performance/): 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 leveraging this expertise, Arete EPM helps businesses streamline financial planning, budgeting, forecasting, and reporting processes. With a focus on delivering tailored solutions, Arete EPM supports organizations in enhancing decision-making, increasing operational efficiency, and driving strategic growth. Implementation services include system design, implementation, training, and ongoing […] - [Global Beverage Company](https://www.areteepm.com/2024/04/16/global-beverage-company/): Zero-based Budgeting (ZBB) solution for a multi-national beverage and retail company serving more than 270 million people. people - [Global Telecom Company](https://www.areteepm.com/2024/04/16/global-telecom-company/): 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 - [Global Technology Company](https://www.areteepm.com/2024/04/16/global-technology-company/): Supply Chain Planning solution for a global leader in Artificial Intelligence (AI) Computing as a designer and manufacturer of Graphics Processing Units (GPU). t - [Global Spirits Company  ](https://www.areteepm.com/2024/04/16/global-spirits-company/): Pricing Strategy Modelling solution for a multi-national, privately held spirits company offering more than 200 brands and labels. t - [Arete EPM achieves accreditation for Financial Planning/Analysis and Technology/Media/Telecom expertise through new Anaplan partner program, PartnerAccelerate](https://www.areteepm.com/2023/09/26/arete-epm-achieves-accreditation-for-financial-planning-analysis-and-technology-media-telecom-expertise-through-new-anaplan-partner-program-partneraccelerate/): 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. - [7 Signs it's Time to Break Up with Excel](https://www.areteepm.com/2022/11/23/7-signs-its-time-to-break-up-with-excel-2/): I remember the first time I created a financial model in Excel. It was during my early college... - [What is ESG and Why Your Business Should care](https://www.areteepm.com/2022/11/23/what-is-esg-and-why-your-business-should-care/): This article will be broken down into a three-part series. Part one will define ESG... - [GDPR and it's Impact on FP&A Employee Compensation Planning](https://www.areteepm.com/2022/11/23/gdpr-and-its-impact-on-fpa-employee-compensation-planning-2/): May 25th, 2018 is one of the most historically significant days in the information age. Yet, it will... - [Beyond the Hype](https://www.areteepm.com/2022/11/23/beyond-the-hype/): Insider’s Tips to Selecting the Right EPM Software ... - [5 Questions that Need to be Answered Prior to Implementing EPM / BI tools](https://www.areteepm.com/2022/11/23/5-questions-that-need-to-be-answered-prior-to-implementing-epm-bi-tools-2/): Business analytics and enterprise business applications continue to be a top investment... - [4 Questions to Ask When Defining Your Business's Key Metrics](https://www.areteepm.com/2022/11/23/4-questions-to-ask-when-defining-your-businesss-key-metrics/): Ninety percent of the data in the world today has been created in the last two years... - [3 Key Questions to Ask When Defining Your ESG Planning Process](https://www.areteepm.com/2022/11/23/3-key-questions-to-ask-when-defining-your-esg-planning-process/): This article is a continuation of a three-part series. Part one defined ESG and its different... ## Pages - [Customer Stories](https://www.areteepm.com/about-us/customer-stories/): Global Beverage Company Zero-based Budgeting (ZBB) solution for a multi-national beverage and retail company serving more than 270 million Read More Global Telecom Company Product Profitability and EBITDA solution for a leading provider of communications, technology, information and entertainment products and services to businesses, consumers and government entities. Read More Global Technology Company Supply Chain Planning solution for a global leader in Artificial Intelligence (AI) Computing as a designer and manufacturer of Graphics Processing Units (GPU). End End End End End End End End End End End End End End End End End End End End End End End End […] - [Welcome to Arete EPM](https://www.areteepm.com/front_page/): Arete EPM specializes in helping businesses with their connected planning and digital transformations. From product selection, design/implementation, to on-going customer success, we can guide your organization through each phase of the process and help you make the right  decisions for your company. - [Blog](https://www.areteepm.com/resources/blog/) - [Videos](https://www.areteepm.com/resources/videos/) - [Resources](https://www.areteepm.com/resources/videos/) - [FAQs](https://www.areteepm.com/about-us/faqs/): Frequently Asked Questions - [Careers](https://www.areteepm.com/about-us/careers/): Stand Out From The Crowd 3 FEATURES WE LOOK OUT FOR - [Company Overview](https://www.areteepm.com/): Welcome to Arete EPM Solving Your Organization’s Toughest Digital Challenges Arete EPM specializes in helping businesses with their connected planning and digital transformations. From product selection, design/implementation, to on-going customer success, we can guide your organization through each phase of the process and help you make the right decisions for your company. Who We Are At Arete EPM, we are experts at solving problems. We do this by listening. By gaining a deeper understanding of your business processes and your goals, we strategize and propose customized solutions that are more effective in addressing your unique challenges and more efficient in […] - [About Us](https://www.areteepm.com/about-us/company-overview/) - [Oracle](https://www.areteepm.com/our-specialty/oracle/): Use Cases - [Workiva](https://www.areteepm.com/our-specialty/workiva/) - [Jedox](https://www.areteepm.com/our-specialty/jedox/): Use Cases - [Anaplan](https://www.areteepm.com/our-specialty/anaplan/): Use Cases - [Our Specialty](https://www.areteepm.com/our-speciality/anaplan/) - [Privacy Policy](https://www.areteepm.com/privacy-policy/): This privacy policy sets out how ARETE EPM INC uses and protects any information that you give ARETE EPM INC when you use this website. ARETE EPM INC is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. To safeguard your personal data, all electronic storage and transmission of personal data are secured with appropriate security technologies. If you are only browsing this website, we do not […] - [Terms and Conditions](https://www.areteepm.com/terms-and-conditions/): Welcome to our website. If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern ARETE EPM INC’s relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website. The term ‘ARETE EPM INC’ or ‘ARETE EPM’ or ‘ARETE’ or ‘us’ or ‘we’ refers to the owner of the website whose registered address is 6500 River Pl Blvd Building 7 Suite 250, Austin, TX […] - [Product Training](https://www.areteepm.com/our-services/product-training/) - [Managed Services](https://www.areteepm.com/our-services/managed-services/) - [Implementation Services](https://www.areteepm.com/our-services/implementation-services/): Our EPM Solutions - [Advisory](https://www.areteepm.com/our-services/advisory/): How We Empower You Stay competitive in the ever-evolving business landscape with our EPM solutions. We provide professional advisory and implementation services to help you develop the right strategies to accelerate your digital transformation. - [Our Services](https://www.areteepm.com/our-services/advisory/) - [Thank You For
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