EPM Vendor Comparisons: Fit, Modeling Depth & Governance | CFO Shortlist
EPM Buyer’s GuideVENDOR COMPARISONS

Vendor Comparisons

Shortlist by use‑case fit, modeling depth, governance, ecosystem, and time‑to‑value—then prove it in a real pilot with your data.

Key takeaways
  • Limit to 2–3 serious contenders mapped to your primary use case.
  • Score flexibility against governance and performance at scale.
  • Validate claims in a proof‑of‑fit pilot with exit ramps.

Evaluation rubric

  • Planning vs close strengths per vendor.
  • Modeling depth and calc engine performance.
  • Workflow/governance, audit, and admin model.

Integration & architecture

  • Fit with ERP(s), HRIS, CRM, warehouse.
  • Latency, drill‑through, and lineage.
  • Security/SSO and provisioning.

TCO & resourcing

  • Licenses + services + internal time.
  • Partner availability and skills.
  • Upgrade cadence and roadmap transparency.

Proof‑of‑fit pilot

  • 2–3 real use cases, real data.
  • Success criteria and scripted demos.
  • Governance of scope and change.
Checklist
  • Must‑have vs nice‑to‑have criteria.
  • ERP/data sources list and constraints.
  • Security/SSO requirements and roles.
  • Reference call plan by industry.
  • Pilot scope, KPIs, and exit criteria.

Frequently Asked Questions

2–3 deep is ideal; quality beats quantity and shortens cycle time.
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