EPM Reports & Insights
Expert analysis, vendor comparisons, and implementation guides to help you make informed EPM decisions
Modern FP&A Tools: A Buyer's Guide for 2026
Buyer's guide to modern FP&A tools for 2026. Compare cloud-native planning platforms, evaluate capabilities, and choose the right financial planning software for your team.
FP&A vs EPM: What's the Difference?
Clear explanation of FP&A vs EPM: key differences, overlaps, and how finance teams should decide which category fits their needs. Practical guide for CFOs and finance leaders.
How to Write an FP&A Software RFP That Actually Works
A practical guide for CFO and FP&A teams on how to write FP&A software RFPs that surface real differences, not marketing claims. Learn what to ask, what to avoid and how to evaluate responses.
Best FP&A Tools for Manufacturing: What Actually Works for Complex Manufacturing Finance Teams
Best FP&A platforms that work best for manufacturing finance teams. Compare Anaplan, Oracle Cloud EPM, Fintastic, Pigment, and Vena across operational drivers, S&OP integration, multi-entity complexity and manufacturing-specific requirements.
Pigment for NetSuite: The Definitive 2025 FP&A Buyer's Guide
Complete vendor profile for Pigment: The most powerful FP&A and integrated business planning platform for NetSuite customers. Gen-3 modeling engine for multi-entity, multi-currency, ARR-driven organizations.
What Is Scenario Planning? (2025 Guide for Modern FP&A Teams)
Complete guide to scenario planning for modern FP&A teams. Learn how to model multiple futures, stress test assumptions, and make proactive decisions with driver-based scenario planning.
What Is a Rolling Forecast? (Guide for CFOs & Modern FP&A Teams)
Complete guide to rolling forecasts for modern FP&A teams. Learn how to build continuously updated financial projections that enable faster decision-making and strategic alignment.
What Is Driver-Based Planning? (Guide for Modern FP&A & CFO Teams)
Complete guide to driver-based planning for modern FP&A teams. Learn how to build forecasts from operational drivers that actually move the business, enabling faster updates and strategic intelligence.
What Is Zero-Based Budgeting (ZBB)? (Guide for CFOs, FP&A, and Modern Finance Teams)
Complete guide to zero-based budgeting (ZBB) for modern finance teams. Learn how to build budgets from zero, justify every expense, and align spending with strategic priorities.
2025 Gartner Magic Quadrant for Financial Planning Software: What It Really Means for CFOs
Buyer-side analysis of the 2025 Gartner Magic Quadrant for Financial Planning Software. What the MQ really tells you, what it doesn't, and how mid-market CFOs should interpret it. Includes vendor breakdown and practical evaluation framework.
Oracle Cloud EPM vs OneStream: Complete Comparison
Fresh 2025 analysis weighing Oracle's full EPM suite against OneStream's unified platform, including AI roadmap, consolidation depth, and ideal fit.
OneStream vs Anaplan: Complete EPM Platform Comparison
Ultra-expert level comparison of OneStream and Anaplan including platform DNA, architecture, modeling philosophy, and CFO shortlist verdict.
Anaplan vs Planful: Connected Planning vs Finance-Grade Performance Management
Comprehensive analysis comparing Anaplan's enterprise planning network with Planful's Office of Finance engine for CFOs.
Anaplan vs Pigment: Complete Comparison for Modern FP&A Teams
Which platform delivers better modelling, speed, usability, and value for scaling finance teams? Comprehensive comparison across key dimensions.
Abacum vs Pigment: Which Modern FP&A Platform Wins for Mid-Market Finance Teams?
AI-native vs integrated planning powerhouse — what should your FP&A team bet on? Compare Abacum and Pigment across AI capabilities, integrations, UX, and ideal fit.
Planful vs Workday Adaptive Planning: Complete Comparison for FP&A Teams
Which mid-market FP&A platform delivers better modelling, usability, integrations, and ROI? Compare Planful and Workday Adaptive Planning across implementation, pricing, and ideal fit.
Pigment vs Planful: Complete Comparison for Modern FP&A Teams
Which FP&A platform delivers better modelling, usability, integrations, and ROI? Compare Pigment and Planful across scenario planning, cross-functional capabilities, AI, and ideal fit.
Planful vs Vena Solutions: Complete Comparison for FP&A Teams
Which FP&A platform delivers better modelling, reporting, Excel flexibility, and total cost of ownership? Compare Planful and Vena across implementation, UX, and ideal fit.
Vena vs Workday Adaptive Planning: Complete Comparison for FP&A Teams
Excel-native simplicity vs enterprise-grade modelling — which FP&A platform fits your planning maturity? Compare Vena and Workday Adaptive Planning across architecture, integrations, implementation, pricing, and ideal fit.
What Is EPM Software? EPM 101 for Mid-Market CFOs
Learn what Enterprise Performance Management (EPM) software actually does, how it differs from ERP and BI, and when a mid-market company is ready to implement it. A practical EPM 101 guide from CFO Shortlist.
Planning, Budgeting & Forecasting 101 for Mid-Market CFOs
Learn how to design a modern planning, budgeting, and forecasting process. A practical guide to rolling forecasts, driver-based planning, and EPM for mid-market finance teams.
Consolidation 101: EPM for Multi-Entity Groups
Learn how to design a modern financial consolidation process. A practical guide to multi-entity consolidation, intercompany elimination, FX translation, and EPM for mid-market finance teams.
Excel vs EPM: When to Move Beyond Spreadsheets
Learn when Excel becomes a control risk and how EPM platforms solve problems spreadsheets can't. A practical guide to designing a hybrid Excel + EPM model for mid-market finance teams.
EPM 101: SAP BPC End of Life (The 2026–2028 Reality Check)
What every CFO, Controller, and FP&A leader needs to know before your BPC system quietly falls off a cliff. A practical guide to SAP BPC end-of-life and realistic migration paths.
EPM 101: Reporting & Narrative Intelligence
How modern finance teams turn raw data into executive-ready stories — consistently, accurately, and at scale. Complete guide to building world-class financial reporting with EPM and narrative intelligence.
FP&A & EPM Buyer's Guide: How to Run a Real Software Evaluation
Vendor-neutral evaluation framework for FP&A and EPM software. Seven-phase process covering architecture assessment, consolidation capabilities, modeling engines, TCO analysis, and vendor selection for mid-market finance teams.
The EPM Implementation Checklist: How to Deliver On Time, On Budget, and Without Regret
Sophisticated CFO-focused checklist covering every phase of EPM implementation from pre-implementation readiness to post-go-live optimization.
FP&A Readiness Blueprint: How Elite Finance Teams Prepare for EPM Selection
Vendor-neutral readiness framework for FP&A and EPM software selection. Pre-work blueprint covering executive mandate, evaluation committee, success metrics, and organizational alignment for mid-market finance teams.
The True TCO & ROI of EPM Projects: How to Quantify Value, Measure Payback, and Avoid the Illusion of 'Savings'
Financial truth model for modern performance management. Complete TCO framework and ROI methodology for CFOs evaluating EPM investments.
Mapping Your FP&A Bottlenecks: Technical Self-Diagnosis Framework
Deep technical framework to diagnose FP&A bottlenecks before selecting EPM software. Identifies five bottleneck classes—data integration, modeling engine, consolidation, reporting, and workflow—to ensure you buy the right tool.
Requirements Engineering for FP&A/EPM: Definitive Framework for Evaluation
Definitive framework for building structured, technical, defensible evaluation requirements for FP&A and EPM software. Requirements pyramid covering success metrics, bottleneck mapping, functional, technical, and industry-specific requirements.
Vendor Landscape & Architecture-Driven Shortlisting for FP&A/EPM
Clear, unbiased, systems-level evaluation framework for FP&A and EPM vendor shortlisting. Architecture taxonomy covering four families, shortlisting cascade algorithm, and vendor landscape mapping to eliminate 50-70% of vendors before demos.
Scenario-Based Demo Orchestration for FP&A/EPM: Revealing Architecture & Validating Fit
CFO Shortlist method for scenario-based demo orchestration that reveals architecture, validates fit, and removes vendor illusion. Three-stage demo system, scenario pyramid, pressure test suite, and scoring engine for FP&A/EPM evaluation.
Scoring & Decision Framework for FP&A/EPM: Converting Demo Evidence Into Board-Ready Recommendations
How to convert FP&A/EPM demo evidence into clear, defensible, board-ready vendor recommendations. Two-layer scoring architecture, weighting model, decision formula, and finalist matrix for objective, architecture-driven vendor selection.
The Next Wave of FP&A Tools: How Gen-3 Vendors Are Transforming the Mid-Market
How Gen-3 FP&A tools are reshaping mid-market finance with AI-native design, real-time data, business-user interfaces, and rapid implementation. Compare Pigment, Runway, Abacum, Mosaic, Causal, and other modern planning platforms.
Best FP&A Tools for NetSuite ERP: Complete Guide
The definitive guide for mid-market finance teams running NetSuite. Compare Planful, Pigment, Vena, Workday Adaptive Planning, Abacum, Cube, and NSPB across integration, modelling, ease of use, and ideal fit.
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