Enterprise Performance Management (EPM) Software

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Workday Adaptive Planning Screenshot
Workday Adaptive Planning
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Workday Adaptive Planning provides business planning through corporate performance management (CPM), sales planning, and workforce planning. Workday Adaptive Planning leads the way for people in companies to collaborate, gain insights, and make smarter…
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Web
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Cloud Hosted
Planful Screenshot
Planful
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Planful (formerly Host Analytics) is a cloud-based FP&A platform for continuous Planning. The enterprise performance management (EPM) suite consisting of web-based applications including budgeting, planning, forecasting, scorecarding, dashboarding and…
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Prophix Screenshot
Prophix
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PROPHIX is a multi-user financial software application used by thousands of users worldwide for Budgeting, Planning, Financial Consolidation, Management Reporting and Analysis. PROPHIX offers the familiarity of a spreadsheet-style interface with added…
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Mac, Web, Windows, iOS, Android
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Cloud or On-Premises
IBM Planning Analytics Screenshot
When it comes to cloud planning and analytics, don’t compromise. IBM Planning Analytics goes beyond simply automating your planning, budgeting and forecasting processes. It provides self-service analytics to all of your business users through an…
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$867/month
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Mac, Web, Windows
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Cloud Hosted
Board Screenshot
Board
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Within one single product BOARD offers all the functionalities needed to build any Business Intelligence Software and Corporate Performance Management application solutions, without the use of any programming. Its revolutionary toolkit approach, as well…
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Oracle Hyperion Planning Screenshot
Oracle Hyperion Planning is an agile planning solution that supports enterprise wide planning, budgeting, and forecasting using desktop, mobile and Microsoft Office interfaces. It provides a robust modeling framework that helps develop reliable financial…
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Starting Price
$9,995 (perpetual license)
Client OS
Web, Windows
Deployment
Cloud Hosted
Vena Screenshot
Vena Solutions helps medium and large sized companies manage their budgeting, planning and forecasting. Vena provides a cloud-based financial planning and analysis (FP&A) solution that combines Excel with a centralized database, sophisticated workflow…
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Mac, Web, Windows, iOS, Android
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Cloud Hosted
Solver Screenshot
Faster and better decision-making is the key driver of your organization’s growth and success. With all your important financial and operational data easily accessible in a single solution, managers can quickly access the information they need to analyze…
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Starting Price
$6,888/year
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Mac, Web, Windows
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Cloud or On-Premises
Oracle NetSuite PBCS Screenshot
Oracle NetSuite PBCS allows organizations of all sizes to handle planning and budgeting. The solution is designed to handle financial, sales, contractual and operational planning issues through complete planning, budgeting, and forecasting. Oracle…
Client OS
Web
Deployment
Cloud Hosted
CCH Tagetik Screenshot
CCH Tagetik
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CCH Tagetik is an innovative software solution for corporate performance management that unifies all of your finance organization’s processes. From strategic and operational planning to disclosure reporting, Tagetik’s open architecture has only one…
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Web, Windows, iOS, Android
Deployment
Cloud or On-Premises
Anaplan Screenshot
Anaplan
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Anaplan Connected Planning platform helps businesses turn response time to real time. The leading platform provider helps connect data, people, and plans across your business. Large and fast-growing organizations use Anaplan’s planning platform in every…
Client OS
Web
Deployment
Cloud Hosted
Infor d/EPM Screenshot
Infor d/EPM
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Get a complete, integrated platform for compliance, budgeting, planning and KPI Dashboards. What if all of your source data applications—from ERP and CRM to warehouse management and supply chain—could publish information automatically in real time, every…
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Web, iOS, Android
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Cloud Hosted
SAP Analytics Cloud Screenshot
SAP Analytics Cloud (formerly SAP BusinessObjects Cloud) combines all analytics capabilities—including planning, predictive analytics, and business intelligence (BI)—in a single SaaS solution. Take advantage of a modern, intuitive user experience—and save…
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$23/user/month
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Web, iOS
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Cloud Hosted
Longview Screenshot
Longview 7 is a single-source platform that powers Longview CPM and Longview Tax software solutions. Both solutions can be included together on one solution or be implemented as only CPM or Tax provisioning depending on your needs. A BI solution was…
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Starting Price
$5,000/month
Client OS
Web
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Cloud Hosted
Jedox Screenshot
Jedox is an enterprise performance management and BI unified software solution. Jedox aims to streamline your planning process, unite users and data on one platform, and improve your businesses budgeting and forecasting. Jedox lets your plan, analyze, and…
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Starting Price
$160/month
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Web, Windows, iOS, Android
Deployment
Cloud or On-Premises
Unit4 Prevero Screenshot
Unit4 Prevero is a fully integrated corporate performance management (CPM) solution designed to give the best functionalities out of box while still being tailored to your organization. Unit4 Prevero is powered by artificial intelligence (AI) to help…
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Web, Windows
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Cloud Hosted
OneStream Screenshot
OneStream is a corporate performance management software aimed to help enterprises simplify their financial consolidation, planning, reporting, analysis, and data quality. OneStream is a CPM solution meant for use in all areas of your enterprise and is…
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Web, Windows, iOS, Android
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Kepion Screenshot
Kepion
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Kepion is a web-based corporate performance management (CPM) software for budgeting, planning and forecasting. Kepion offers business planning on a single platform for finance, sales, and operations. Kepion can be found as a variety of platforms: Kepion…
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Web, Windows
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Oracle EPM Cloud Screenshot
Client OS
Mac, Web, Windows, Linux, iOS, Android
Deployment
Cloud Hosted
ARES PRISM Screenshot
ARES PRISM
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ARES PRISM is an enterprise project controls software that manages the complete project lifecycle delivering dependable forecasts, cost control, and performance measurement. PRISM is a scalable, intuitive system that harnesses best practices and…
Client OS
Web, Windows
Deployment
Cloud or On-Premises

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Enterprise Performance Management (EPM) Software Buyer’s Guide

What Is Enterprise Performance Management (EPM) Software?

Enterprise Performance Management software, sometimes referred to interchangeably as corporate performance management (CPM) software or shortened to EPM, helps monitor key performance indicators (KPIs) and other data sources to track your company’s progress towards whatever metrics your business is working towards.

Traditionally, business processes analyzed through EPM systems are related to a company’s financials, but over time this software has turned into an enterprise-wide option to streamline forecasting, budgeting, scorecards, and dashboards for numerous departments, including sales, marketing, operations, and human resources (HR).

Adaptive Insights EPM Software Human Resources Functionality
Adaptive Insights shows how EPM functionality can stretch outside of the finance department with a scorecard generated for an enterprise’s human resource department.

Best EPM Software Features

Feature Description
Budgeting and Forecasting Use real-time data to drive your operations and make both short-term and long-term decisions dealing with financial budgeting, forecasting, scenario modeling, and more.
Financial Consolidation Combine real-time financial data on all assets, income, and expenses generated by your company.
Financial Reporting Create reports on a daily, monthly, or any other timespan you’re looking to monitor. Provides real-time financial statements, spreadsheets, management reports, and a level of automation to ensure decision-makers receive reports in a timely fashion.
Performance Management Monitor personalized dashboards, KPIs, profitability analysis, OLAP Analysis, and benchmarks to analyze key metrics in a context your corporation understands.
Strategic Planning Configure your EPM solution with specific methodologies being used by your business such as Balanced Scorecard, Strategy Map, Six Sigma, SWOT Analysis and more, whichever is most relevant to your goals.
Tactical Planning Add user specific initiatives that can combine different goals and members into a clear pathway of movement needed to achieve said goal. This can include a requisition system where users can approve or deny certain initiatives from being changed.
Risk Management Ensure the integrity of your reports through proper audit trails.
Prophix Ad Hoc Analysis EPM Software
The use of ad-hoc reports is common in EPM and CPM software, such as Prophix, since these visualizations facilitate business analysis and decision making.

Best Enterprise Performance Management Benefits

Businesses looking to improve their financial planning process and their overall organizational strategy will find EPM software highly beneficial:

  • Streamline your financial forecasting and budgeting: By analyzing financial data with an EPM solution, your company can better plan ahead when forecasting and budgeting.
  • Set your own key performance indicators: The metrics which indicate success or failure for your company will vary depending on your industry, market share, and more. Measure only those KPIs which matter most.
  • Clarify your company goals: By analyzing your financial data and KPIs, you can ensure your company is on track to meet stated goals.
  • Increase visibility and transparency: Remain compliant when reporting on real-time data from multiple departments.

The Cost of EPM Software

Pricing of enterprise performance management software can vary based on several variables. The total cost of an EPM solution is dependent on the size of the business, the number of functionalities or modules required, how many concurrent users are needed, and the overall size of the company itself.

Developers may advertise costs as low as $10 per user per month, though these price plans are entry-level and extremely limited in functionality. Companies should expect to start spending anywhere from $70 to $200 per user per month. You’ll also want to consider additional costs that will be important to factor in when evaluating purchasing a solution, such as implementation, training, data migration, and on-going support with annual updates.

Some of the latest trends in EPM are related to how financial planning and budgeting is being done at differently sized businesses today. For instance, Mint Jutras put out an enterprise solution study which found a majority of both small businesses (under $250M in annual revenue) and large enterprises were using a combination of software, apps, and Excel spreadsheets to get their financial planning done (47% and 43% respectively):

Mint Jutras 2018 Enterprise Solution Study How Businesses Budget and Plan
Beyond using a combination of software and spreadsheets, enterprises were more likely to have a budgeting and planning processes completely done with software and applications, while small businesses were more likely to have a spreadsheet-centric environment. One could speculate the cost of software applications may be a key factor in the method businesses choose.

Some in the business community feel EPM software may have run its course. With a renewed focus on financial performance, managers and decision-makers alike understand the need for budgeting and forecasting software for better financial planning, and many wanted to fill this need by letting managers test what-if scenarios. EPM software was thought to be the best approach, given the ability to test these what-if scenarios. However, due to the time and cost investment for most EPM solutions, many companies may agree the need for management methodologies and processes is second to that of improved financial performance, which can simply be provided with budgeting, forecasting, and BI tools that are far easier to implement.

Further, cloud-based BI tool availability is set to increase. A previous market research report by MarketsandMarkets predicted cloud analytics would grow from $7.5 billion to $23.1 billion from the 5-year timespan of 2015 to 2020; a growth of 25%. Oracle’s 2018 EPM Trends Report found that 62% of companies have or had plans to implement a cloud EPM solution within 12 months. That number grew to as high as 79% if you expanded the goal date to 24 months (2 years). Some of the biggest drivers of growth are the emergence of big data and the ease of installation for cloud-based options. The same Oracle report found that the primary reason for moving EPM to the cloud was equally split between being able to avoid upgrades as well as avoid infrastructure investment.

Oracle 2018 EPM Software Trends Report
Avoiding on-premise upgrades and avoiding infrastructure investments were the top reasons companies were moving EPM software to the cloud in 2018.

The final trend is integration with existing and legacy systems. The rise in popularity in cloud EPM solutions has seen an increase in the number of connections or integrations available with third-party on-premises solutions. Popular integrations include enterprise resource planning (ERP), BI tools, and project management software.

Pain Points of EPM Software

While EPM is popular, it’s not without its drawbacks. For starters, organizations seeking software may be misled on what some EPM solutions can and can’t do. This can lead to a company implementing one software for strategy management, another for collecting departmental budgets, and a third to provide the reporting. In reality, finding a complete EPM option from the start could prevent this integration nightmare.

Another common issue with the evolution of SaaS EPM software, as discussed in this webinar for finance professionals, is the need for better accuracy in planning for the future of a business. The second most common is the delay from data-entry in a financial system to when this data is in decision-makers hands, which can have some businesses making decisions on older data.

As such, it’s important to know what functionality is included before you select a software. Fortunately, EPM systems can also integrate with popular ERP and business intelligence tools to cover additional workflows.

Do You Need EPM, CPM or BI Tools?

Wondering what the difference is between EPM software, a CPM system, and BI tools? There is a lot of overlap, to the point where EPM and CPM are often used interchangeably when seeking software. Most of the time it’s safe to treat them all as synonyms, yet there are times where a distinction is necessary, such as financial planning and analysis (FP&A) services, which should be seen as a subset of EPM rather than a synonymous term.

EPM vs CPM

Enterprise performance management (EPM) software can sometimes be referred to as corporate performance management (CPM) software or even business performance management (BPM). The main difference here is scope: a corporate solution may focus on just one financial department at a company while an EPM can incorporate finances, sales, supply chain, and more at every level of the organization.

EPM vs BI Tools

When it comes to differentiating EPM to business intelligence, simply put BI tools help provide the visualizations needed to make decisions, while EPM uses the data accumulated with BI and links that data to the critical goals of the organization. BI functionality can only go so far and typically have an end-point, while EPM solutions generally pick up the slack where a BI tool has left off.

BI tools traditionally collect data to present in a manner that lets your key decision makers easily decipher it, either on a dashboard or through a visualization of some sort. What BI tools lack is where EPM comes in, as EPM systems can help take the metrics BI tools find and pair them with the vital goals of the company. Essentially, EPM options let a business plan towards business objectives.

Host Analytics EPM Software
What’s in a name? Regardless of if it’s labeled as EPM or CPM software, both aim to help a variety of business units outside of finance, such as operations, marketing, human resources, and research and development. Most solutions let you create budget hierarchies, such as Host Analytics (pictured above), a company that has taken a stand by committing to use ‘EPM Software’ moving forward.

Some companies argue EPM will eventually split into a strategic category and an operational category, but until then, EPM software vendors will attempt to meet any and all needs an organization may have.