Global EPM ConsultancyThe Office of the CFO transformation partner.
Advisory-first EPM consulting. We help finance leaders modernise planning, close, consolidation and reporting, then our own team implements it on the platform that fits.
United Kingdom (HQ) · United States · India
Platforms our team implements
The shift, in numbers
Finance teams are still buried in data work.
Independent research on where FP&A time goes, and why finance leaders are investing in planning, data and AI. Every figure links to its source.
Where FP&A time goes
Share of FP&A team timeSource: FP&A Trends Group, FP&A Trends Survey 2024 (383 respondents, June 2024)
Forecasting is still slow and short-sighted
Source: FP&A Trends Group, FP&A Trends Survey 2024 (383 respondents, June 2024)
of finance functions used AI in 2024
Process automation and anomaly detection lead the use cases.
of CFOs planned to increase technology spending in 2025
47% planned increases of 10% or more.
Our point of view
Finance needs a stack, not a tool.
EPM is no longer an FP&A project. It is how the business plans, decides and adapts, and it only works when the data and workflow around it work too.
Start with the problem, not the platform.
We choose the platform last, after we understand the close cadence, the planning process, the source systems and the team.
EPM is one layer of a connected stack.
Planning platforms alone don't close the gap. Finance needs a trusted data layer and a workflow layer around EPM to run end to end.
Delivery quality is a people decision.
Every engagement is staffed with named, experienced architects and model builders, never anonymous CVs.
What we do
Six services. One accountable team.
How we deliver
From selection to steady state.
One disciplined six-phase pattern on every engagement, each phase owned, time-boxed and signed off before the next begins.
- 01Discovery & blueprintCadence, source systems and stakeholders mapped before anything is modelled.
- 02Model buildDrivers, dimensions and calculations built to the blueprint by named architects.
- 03Data integrationClean, lineage-aware feeds from ERPs and the data layer.
- 04UAT & sign-offBusiness testing on real data with structured issue tracking.
- 05Go-livePhased cut-over with a parallel run and a rollback plan.
- 06HypercareAdoption support after launch, then hand-over to Managed Services.
Cases
Evidence for finance leaders.
Global presence
One team across three countries.
Engagement leadership in the UK and US, delivery from Bengaluru. Hover or tap a location to see the office.
Ready to put a senior EPM team on your roadmap?
Evaluating EPM, short of delivery capacity, or need specialists on your team? Start with a 30-minute conversation.