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Dresner 2023 EPM Market Study: insightsoftware Ranked as Service Leader and Trust Leader
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Read MoreEnterprise Performance Management Solutions
Unify Your EPM Software: Streamline the Journey from Planning to Disclosure
Connected Solutions – Bring your data and enterprise performance management (EPM) processes together into a single platform that eliminates disconnected systems and gets more done.
Enhanced Collaboration – Break down your data silos by boosting cross-team collaboration and build your stakeholder trust to foster transparency with our EPM software.
Real-Time Insights – Respond faster to changing market conditions and drive success with live data that powers informed decisions and competitive advantages.
Is Your EPM Software Siloed, Inefficient, & Lacking Control?
Inefficient, Disconnected Systems
Disconnected point solutions slow down your EPM processes. Juggling multiple systems creates collaboration hurdles, requires manual workarounds, and wastes hours on reconciliation, leaving your team stressed and behind schedule. Our pre-built data connectors automatically pull data from SAP, Oracle, Dynamics, and more to eliminate manual exports, ensure everyone works off the same (accurate) numbers, and minimize switching between various tools.
Missing Context Leads to Suboptimal Decisions
Data alone tells an incomplete story: Why did revenue dip in Q2? Which cost center drove the variance? Without context and insightful commentary, your team struggles to understand its meaning, leading to confusion, time spent answering questions instead of delivering value, suboptimal decisions, and heightened stress. Instead, driver-based modeling ties your forecasts to operational levers, allowing your team to pinpoint which inputs move the needle.
Gaps In Your Audit Trail Erode Trust & Control
When updates to financial models aren’t documented, every revision becomes a guessing game. Your team can’t track changes or verify reported numbers, leading to gnawing doubts, accountability breakdowns, and concerns about errors and hidden discrepancies. To mitigate this, our built-in audit logs, role-based security, and automated reconciliation and validation ensure that every change is tracked (and restorable), only authorized users can approve changes, and discrepancies are flagged before they become issues.
Collaborate, Optimize, Gain Control of EPM Data
Connect, Automate & Streamline Your EPM Process
Experience a seamless EPM process from start to finish with insightsoftware. Our platform connects your applications, automating data flow across planning, close, and disclosure processes. This eliminates data silos and ensures consistency throughout your EPM cycle. insightsoftware EPM provides deep functionality for:
Financial planning and analysis
Financial close and consolidation
Tax reporting
Disclosure and regulatory reporting
Empower your finance team to:
Work more efficiently and effectively
Reduce manual tasks and errors
Focus on analysis and strategic decision-making
Simplify your EPM journey with insightsoftware solutions.
Work Together & Drive Collective Success
Improve communication and foster collaboration with insightsoftware EPM. Our platform provides a single source of truth for everyone involved in performance management. Features like commentary and live chat encourage open communication and keep everyone aligned. insightsoftware EPM provides deep functionality for:
Excel-native collaborative add-in
Role-based task management
In-platform commenting and mentions
Version control
Empower your finance team to:
Share insights and knowledge securely
Make data-driven decisions based on collective expertise
Work towards shared goals and achieve greater success
Unify your team and unlock the power of collaboration with insightsoftware EPM solutions.
See Deeper, Decide Smarter, & Gain Control
Uncover hidden insights and optimize performance with insightsoftware EPM. Gain a centralized view of key performance indicators (KPIs) across departments through customizable dashboards and reports. insightsoftware EPM provides deep functionality for:
Interactive KPI scorecards
Self-service analytics
Driver-based “what-if” modeling
Automated variance analysis
This real-time visibility empowers leaders to:
Drill down and understand performance variations
Make data-driven decisions with confidence
Improve operational efficiency and resource allocation
Stop flying blind and start making informed decisions with insightsoftware EPM solutions.
Plan Confidently & Navigate Change
Make smarter, data-driven decisions with insightsoftware EPM. Integrate financial data from multiple sources, eliminating manual effort and ensuring consistency. Collaborative features unlock real-time information sharing and streamlining financial planning. Advanced analytics provide insights into trends and forecasts, enabling accurate budgeting and scenario planning. insightsoftware EPM provides deep functionality for:
Rolling forecasts and scenario modeling
Driver-based planning
Integrated operational and financial planning
Pre-built industry-validated planning templates
Empower your finance team to:
Focus on strategic initiatives
Navigate market fluctuations with confidence
Maximize profitability through data-driven planning
Stop planning harder and start planning smarter with insightsoftware EPM solutions.
Simplify & Automate Your EPM Processes
Eliminate manual tasks and streamline your financial processes with insightsoftware EPM. Consolidate data from multiple sources, breaking down silos and simplifying complex tasks. Your team gains real-time access to accurate data, enabling faster report generation and trend analysis. insightsoftware EPM provides deep functionality for:
Pre-built ERP connectors (140+ ERPs and EPMs, including Oracle, SAP, and Dynamics)
Automated consolidation and close
Audit-ready workflow automation
Dynamic report distribution
Empower your finance team to:
Deliver valuable insights to leadership
Make data-driven decisions with confidence
Gain a competitive edge through a streamlined financial foundation
Focus on strategic initiatives and achieve greater financial success with insightsoftware EPM solutions.
EPM Webinars & Resources
Take a look at our upcoming and on-demand webinars packed with handy tips, best practices, and insights, brought to you by insightsoftware’s product and solutions experts.
insightsoftware Enterprise Performance Management FAQs
What is EPM (Enterprise Performance Management)?
Enterprise Performance Management (EPM) is a framework that helps organizations monitor and manage their strategic and operational performance. While the name might suggest that only large enterprises use these systems, mid-sized and small businesses are increasingly incorporating EPM practices. This typically involves combining planning, budgeting, forecasting, financial consolidation, reporting, and analytics into a unified approach to translate business strategy into actionable plans.
What is EPM software?
Therefore, EPM software and solutions are the tools used to execute EPM frameworks, such as JustPerform. These systems often provide capabilities like FP&A, consolidation and close, customizable reporting dashboards, “what-if” modeling, and unified operational planning. EPM software then centralizes all of this information in a unified platform for a single, consistent source of truth that helps accelerate cycle times compared to manual, spreadsheet-based approaches.
What are the benefits of effective EPM?
Using an effective EPM solution can improve forecast accuracy by centralizing your data and reducing manual errors for more reliable modeling. These tools can also speed up close and reporting cycles by automating consolidation tasks and building real-time dashboards to improve analysis efficiency by days or even weeks. Having all of your relevant data in one place helps everyone align on strategy, linking operational plans to financial goals so everyone is working towards the same objectives. Not only does EPM software inform decision-making via deeper insights and more thorough risk assessment, but it can improve regulatory compliance through automated audit trails and built-in disclosures.
What are the differences between EPM and ERP?
EPM and ERP (Enterprise Resource Planning) differ in their scope and focus. While EPM focuses primarily on strategy and financial management processes like forecasting and reporting, ERP manages day-to-day transaction processing like inventory and manufacturing. Because of this, ERP deals with more transaction-level, operational data, while EPM commonly handles high-level, aggregated metrics. The people using ERP tools are typically operational teams (logistics, manufacturing, etc.), while users of EPM solutions are often finance leadership and executive management.
What are the differences between EPM and CPM?
Another commonly-confused comparison, EPM and CPM are often used interchangeably, but there are key distinctions. EPM covers the end-to-end performance management cycle (meaning strategy to execution) across the entire organization. On the other hand, CPM is traditionally more finance-centric, primarily dealing specifically with consolidation, reporting, and budgeting. In essence, most modern EPM software encompasses CPM features while extending beyond this into operational and strategic planning for the broader company.
What makes a good EPM solution?
A strong EPM tool should unify your planning, consolidation, reporting, and analytics data and activities into a single environment. In addition to this, your software needs to be scalable as your organization grows (not just in data volume but also model complexity). Hand-in-hand with scalability is flexibility, so look for an EPM solution that has low-code or no-code interfaces that are easy to use and can accommodate quick ad hoc changes. Pre-built integrations are another great capability to get your team off the ground and running sooner, so look for connectors to major ERPs (like Oracle, SAP, and Dynamics 365) and data warehouses. Lastly, make sure that your EPM software has sufficient governance and security features, such as role-based access, automated audit trails, and more.
How can I choose the right EPM software?
We recommend evaluating the features and capabilities mentioned above (like unification of data, scalability, integrations, security, etc.) and comparing those with your organization’s specific needs. Consider factors like the data sources you currently use, how many user profiles would be required, how complex your data modeling needs to be, and whether you’d deploy on-premise or in the cloud (or hybrid). Another key consideration is the vendor’s support, as you’ll want a partner who provides valuable guidance and helps with troubleshooting, should you need it.
How does insightsoftware bolster EPM?
Our suite of EPM software provides pre-built data connectors so your data flows securely (and instantly) from SAP, Oracle, Microsoft Dynamics, and other systems to create a seamless and centralized source of truth. Our familiar Excel-based interfaces and reporting make it easy to get started, while still supporting version control and automated workflows. Our powerful financial close tools further automate and streamline the consolidation process, intercompany eliminations, and audit-ready reporting. Even better, these analytics are used to create real-time scorecards and guided analytics for stakeholders to monitor and drill into KPIs. Lastly, not only are insightsoftware EPM solutions collaborative, but they can be scaled across cloud, on-premise, or hybrid infrastructure to grow with your team.