Enterprise Performance Management

Many organizations face recurring challenges in their financial planning: manual processes, excessive levels of detail, and weak governance. These challenges slow down decision-making and reduce the accuracy of forecasts.
Our financial planning services help transform these processes by applying our proven EPM methodology.

We support you in

• establishing a clear vision for your planning
• assessing maturity across data, technology, and capabilities
• selecting the right tools to automate and optimize planning
• improving forecast accuracy and reducing manual inputs through AI and machine learning
• structuring effective planning teams and governance.

The result: a faster, more flexible, and insight-driven planning process tailored to your management needs.

We help organizations establish an efficient consolidation process that enables reliable and faster reporting.

Typical challenges include manual processes, intercompany reconciliations, currency handling, compliance with accounting standards, and mismatches when comparing consolidated figures with ERP data.

Our services address these challenges by

• assessing relevant dimensions and chart of accounts setup
• reviewing currency handling for internal and external reporting
• reviewing ownership structures and intercompany configuration
• selecting and implementing the right consolidation solution for your organization
• establishing a data model to drill down and reconcile consolidated figures down to transaction level.

The result: a more efficient consolidation process with greater insight.

We help organizations develop and implement effective performance tracking with a focus on continuous follow-up on strategy and objectives. The framework is built on clear accountability across the organization, a transparent financial management model (P&L view, dimensions, and value drivers), a structured KPI framework, and an annual cycle with relevant dialogues and reports to support this. This is complemented by a culture of incentives and action plans to ensure that performance management translates into behavior and results.

Typical challenges include too many manual reports, performance follow-up that does not address business needs, limited insights, and ineffective management due to misaligned incentive structures.

Our services address these challenges by

• analyzing your current performance model and identifying business management needs
• designing performance reporting that is forward-looking and automated
• supporting the implementation of a new performance model and building reports
• supporting structures that turn ongoing performance follow-up into concrete action plans.

The result: a stronger foundation for decision-making and continuous improvements.

KPI Framework 

We help organizations develop a KPI framework as part of the overall performance management framework, providing insights into results and business strategy.

Typical challenges such as inconsistent KPIs, lack of alignment with strategy, overreliance on lagging indicators, and limited insights are addressed through a structured and collaborative approach.

Our services include

• analyzing current KPIs and gaps against best practice
• aligning KPIs with strategic goals
• prioritizing and structuring KPIs for monitoring and root-cause analysis
• leveraging tools for data collection, analysis, and visualization
• setting up BI reports for KPI reporting and dissemination.

The result: an insight-driven KPI framework that supports your strategy.

Profitability Analysis

We help organizations build structures for profitability analysis that provide insights into earnings capacity.

Typical challenges include fragmented data and lack of transparency into profitability by customer, segment, or service.

Our services address these challenges by

• defining management needs and how profitability should be measured
• assessing the accounting framework and making necessary adjustments (chart of accounts and dimensions)
• designing a data model for profitability measurement
• establishing dynamic reporting solutions using BI and AI-generated commentary.

The result: a clear and consistent overview of profitability that supports better business decisions and organic growth.

We help organizations improve the accuracy and efficiency of product cost calculations (Cost of Goods Sold).

Typical challenges such as manual processes, unclear cost components, and inaccurate allocations often lead to poor pricing decisions and missed opportunities for cost savings.

Our services include

• assessing current costing practices and identifying improvement areas
• defining key cost drivers and aligning costing models with strategy
• improving cost transparency and visibility / cost-to-serve analyses
• effectively integrating indirect costs
• leveraging technology to automate and streamline cost calculations

The result: a reliable, data-driven costing model that supports better pricing, decision-making, and profitability.