Independent FP&A & EPM Advisory – Built for Mid-Market Finance Teams

Clear understanding of the FP&A/EPM landscape and your fit

• •Market overview
• •Vendor landscape briefing

A structured 60-minute session that clarifies your situation and gives you a confident next step — without any vendor noise

• •Clear "Do we actually need a new tool?" answer
• •Fit-snapshot across vendor categories
• •Next-step plan based on your timing and budget

Perfect for: CFOs/Controllers who feel early, unsure, or overwhelmed

Internal alignment and clear requirements before vendor engagement

• •Strategy workshop
• •Requirements gathering

A 90-minute session to extract, prioritize, and structure the requirements that will actually matter in your evaluation

• •Priority requirement stack (Must / Should / Nice)
• •Initial evaluation criteria
• •Risk flags based on your workflows and data flows

Perfect for: Organizations about to start shortlisting or writing demo scripts

A focused shortlist of 3–5 vendors that match your needs

• •10-day shortlist sprint
• •Technical fit review

A 60-minute teardown of your in-progress shortlist to ensure you aren't missing a better-fit vendor or carrying dead weight

• •Keep / Replace / Add recommendations
• •Fit-risks by vendor
• •Updated shortlist (3–6 vendors max)

Perfect for: Teams with a shortlist who want validation before deep evaluation

A confident, defensible decision with structured evaluation

• •Demo scripts & scorecards
• •Vendor liaison (inbox shield)

A 90-minute comparative analysis of your two finalists so you can make a defensible, confident decision

• •Side-by-side "real differences that matter"
• •Implementation complexity reality check
• •Recommended winner with rationale

Perfect for: Teams stuck between 2 vendors or after running lightweight POCs

Optimized contract terms and pricing for maximum value

• •Pricing benchmarks
• •Term & scenario strategy

A fast, surgical 60-minute review of your vendor's proposal + pricing with benchmarks, risk flags, and negotiation angles

• •Benchmark-based pricing analysis
• •Term & structure improvement recommendations
• •Negotiation script for your next vendor call

Perfect for: Teams with a live proposal or renewal in hand

Successful implementation with buyer-side quality assurance

• •Milestone QA
• •Architecture validation

A 60–90 min expert review of your implementation plan to catch risks before they turn into cost, timeline, or rework problems

• •Architecture & modeling risk assessment
• •SI/vendor overlap clarity
• •Recommended success checkpoints

Perfect for: Teams starting implementation or feeling uneasy mid-project

Maximized ROI and expanded use cases over time

• •Post-go-live audit
• •Adoption review

A 60–90 minute audit of your current model, reporting, and workflows to surface quick wins and long-term improvements

• •Adoption & utilization analysis
• •"Quick win" configuration tweaks
• •Efficiency & model improvement roadmap

Perfect for: Teams 3–18 months post-go-live or unhappy with usability/adoption