Start with a preset

Jump straight to a relevant path
Excel → Planning
Move beyond spreadsheets with rolling forecasts.
Excel → Close
Shorten your close and tighten reconciliations.
Hyperion 11.2 → Close
Support horizon & migration options.
SAP BPC → Consolidation
EoL pathways & target platforms.
Outgrown Mid‑tier
Planful/Vena/Prophix—what’s next?
NetSuite‑centric
How EPM coexists with NetSuite.
SAP S/4‑centric
Group Reporting vs EPM vendors.
Oracle ERP‑centric
Close, conso, and integrations.
Not sure yet
Answer 3 questions to personalize.

Your guide

Built from your answers.
Why these steps
You’re CFO.
Start here
What is EPM
Role focus
Vendor Comparisons
Execution
Implementation

Build your EPM path

Tell us who you are and where you’re starting—then we’ll guide you through the right chapters.

Skip to path

Your guided path

Step 1 of 6 · 17%
What is EPM
Get oriented: scope, outcomes, and how EPM differs from ERP/BI.
Why EPM (vs ERP/BI)
  • ERP = transactions; EPM = planning/close/reporting layer
  • BI visualizes; EPM controls workflow & audit
  • Common scope: planning, consolidation, close, tax
Typical outcomes
  • Faster close by 30–50%
  • Fewer manual reconciliations
  • Forecast accuracy and agility up