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Your challenges, our priorities 

End-to-end approach

We assist you at any stage in your EPM journey. Whether assessing vendors, building a solution from the ground up, or modernizing your existing platform, we stay with you to ensure your investment delivers real, lasting value.

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Why leaders choose us

We bring deep industry expertise

 We help organizations navigate complex EPM transformation by pairing proven methodologies with a collaborative approach. From strategy through optimization, we align your platform and operations with your vision to deliver lasting results.

 

Explore our industry expertise:

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We orchestrate EPM solutions that unify and automate

We deliver tailored solutions across Oracle, Workday, Tagetik, and others so your teams receive more than a one-size-fits-all platform. We architect ecosystems to support your strategy, operations, people, and future growth.

 

View all our partners >

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Insights and client impact

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Agnostic|Digital

Breaking Away From Traditional Views of Enterprise Performance Management

Alongside enterprise resource planning (ERP) systems, EPM has served as chief financial officers’ (CFOs) gateway for financial planning and analysis and financial close management. But in a rapidly changing business environment, this dated view of EPM is a barrier to growth.
Digital|Financial Services|Human Capital Management

Evolving Talent Strategies for Professional Services

For professional services organizations whose most valuable asset is their people, there is heightened urgency to mitigate talent woes leading to growing reliance on sophisticated cloud technologies.
Business Operations|Digital|Financial Services

Improving the value of margin planning

Eight capabilities banks need to connect the dots between budgeting, forecasting, profitability, risk.

Speak with an EPM expert

We understand that the challenges leaders face require more than advice. We bring experience and innovation. Our EPM team includes former CFOs, FP&A leaders, and finance transformation executives who have sat in your seat and the technology experts who know how to make platforms actually work for your organization.

 

Talk to us about:

  • Turning your EPM investment into measurable business value and stronger relationships  
  • Connecting systems and data to support better decisions and more seamless experiences  
  • Evolving your EPM platform to support innovation, automation, and growth 
john-bridges

John Bridges

Managing Director

John has more than 25 years of experience advising commercial organizations on process transformation in the areas of enterprise performance management (EPM), enterprise resource planning (ERP), client engagement platforms, and emerging technology solutions.
Rich-schmitt

Rich Schmitt

Managing Director

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Digital

Rich is a technology leader with 30 years of experience advising organizations on digital transformation and strategy across the office of the chief financial officer and related functions.
Don-Bieger

Don Bieger

Principal

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Digital

Don has more than 20 years of experience in financial system and business intelligence implementations across multiple industries.
Donald-Davis

Don Davis

Managing Director

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Digital, Oracle

Don is an executive systems strategist who specializes in providing digital transformational business solutions that are focused on enhancing an organization’s competitiveness as well as growth and operational efficiencies.
Leo Watt

Leo Watt

Managing Director

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Commercial Industries, Workday

Leo has more than 25 years of experience in software and services sales, software implementations, client management, IT management, and project management, with over nine years in the human capital and financial management space. He helps commercial and healthcare organizations accelerate organizational transformation, enabling clients to achieve greater operational success and competitive advantage.