Every template you need to evaluate, score and negotiate EPM software

4-tab financial model that quantifies what manual FP&A processes actually cost your organization. Calculates labor waste, strategic opportunity costs and compliance risk exposure — then rolls it into an executive summary your CFO can act on.

3-year investment-vs-benefits model with auto-calculated ROI %, net present value at 10% discount rate, payback period in months and break-even year. Plug in your numbers — the math makes the case for you.

12-slide presentation template built for leadership buy-in. Covers Executive Summary, Current State, Future State, Recommended Solution, Investment Summary, Expected ROI, Timeline, Risks, Success Criteria and Next Steps. Fill in the brackets, present to the board.

10-slide board-ready presentation making the strategic case for a modern planning platform. Current state pain points, cost of inaction, what modern FP&A enables, expected ROI and recommended approach. Designed for CFOs presenting to the board.

Company profile plus 40+ EPM capabilities rated by importance (1–5) and current maturity (1–5) with auto-calculated gap scores. Covers budgeting, consolidation, reporting, data management and advanced capabilities. High gaps show you where to focus.

35 readiness items across 5 categories: Executive Sponsorship, Project Team, Data Readiness, Technical Environment and Organizational Change. Score 1–5 each — auto-calculates category averages and delivers an overall GO, CONDITIONAL or DELAY recommendation.

Side-by-side feature comparison across 66 EPM capabilities in 4 categories: budgeting and planning, consolidation, reporting and data. Rate each vendor Native/Partial/Not Available with priority flags. Summary counts auto-calculate.

Comprehensive scoring rubric with individual vendor scorecards and side-by-side comparison. 100% weighted across 7 categories: functional fit, technical architecture, UX, vendor stability, implementation risk, total cost of ownership and partner ecosystem.

10 weighted use cases scored on completeness, ease of use and performance — plus a 13-point demo quality assessment. Did they use YOUR data? Handle curveballs? Show the admin view? Rolls into one overall score.

8 mandatory pass/fail requirements plus 9 weighted desired requirements. If any mandatory item fails, the entire POC fails — no exceptions. Includes overall recommendation section with strengths and concerns.

Single-slide reference card with the 10 questions that separate real capability from canned demos. Print it, bring it to every vendor presentation. Covers data handling, admin experience, error recovery and roadmap honesty.

Single-slide reference card for IT leaders covering integration architecture (ERP connectivity, APIs, data residency), security and compliance (SOC 2, SSO, encryption, audit logging) and key questions for technical due diligence.

Total cost of ownership normalizer across up to 3 vendors. Year 1 costs (implementation-heavy) plus Years 2–3 run rate. Auto-calculates 3-year TCO, average annual cost and cost per user so you compare apples to apples.

Organized by category: Product and Technology, Implementation and Support, Pricing and Contracts, Integration and Data, User Experience, Vendor Stability — plus Red Flag Questions that reveal what vendors hope you never ask.

Comprehensive contract review covering Pricing and Fees, Implementation Services, Support and Maintenance, Data and Security, Term and Termination, Legal and Risk. Includes specific red flags that should make you walk away.

Five proven tactics (Silence, Flinch, Trade, Higher Authority, Walkaway) with sample scripts and when to use each. Covers what is actually negotiable (15–40% off list is typical), end-of-quarter timing strategy and a post-negotiation checklist.