Uvid consulting

The Single Version of Truth Is Not a Philosophy. It Is an Engineering Challenge.

ERP-to-EPM integration, real-time data pipelines, and EPM-ready data architecture that resolve the fragmented data problem at its structural root.

Every finance transformation initiative eventually
confronts the same foundational reality: bad data architecture is the silent killer.

The most sophisticated EPM platform, the most elegantly designed planning model, the most analytically capable finance team — all are neutralized when the underlying data architecture is fragmented, inconsistent, or latent. Organizations routinely invest millions in planning and reporting tools only to watch adoption stall because nobody trusts the numbers that flow through them.
UVID’s Data Architecture & Systems Integration practice addresses this at the structural level. We design the data foundations that make every downstream planning, reporting, and analysis process trustworthy — connecting ERP and CRM systems to the EPM environment through clean, validated, real-time pipelines, and establishing the dimensional structures that allow the entire finance organization to work from one aligned, governed data model.
100%
Data Lineage Visibility
Every data point traced from source system to board output — eliminating the “where did this number come from?” conversation permanently
Real-time
Pipeline Latency
Near-real-time data pipelines replace overnight batch processing, enabling intraday financial visibility
Manual Reconciliation
Properly architected integrations eliminate the spreadsheet-based reconciliation work that consumes analyst time without producing insight
Core Capabilities
Architecture That Finance Can Actually Trust
01
ERP, CRM to EPM Integration
We design and implement integration layers that connect your core transactional systems — SAP, Oracle, NetSuite, Salesforce, and others — to your EPM environment with the data quality, transformation logic, and governance controls that make the connection trustworthy rather than merely functional. Integration is not an IT project for UVID; it is a finance strategy project that happens to require technical execution.
02
EPM-Ready Data Architecture
We design the dimensional models, hierarchies, and master data governance frameworks that allow your EPM platform to perform at its theoretical best. Chart of accounts harmonization, cost center standardization, intercompany elimination maps, and currency translation logic are architected before the first workflow is built — because retrofitting data architecture is exponentially more costly than designing it correctly from the outset.
03
Real-Time Data Pipelines
Overnight batch processing is a relic of infrastructure constraints that no longer exist. We design event-driven, near-real-time data pipelines that ensure the EPM environment reflects operational reality continuously — enabling intraday financial monitoring, dynamic KPI updating, and planning model recalculation without manual data refresh interventions.
Technical Depth
What UVID’s Integration Practice Covers
01
Master Data Governance
Chart of accounts alignment, entity hierarchy design, and master data ownership models that prevent the dimensional inconsistency that fragments financial reporting across business units.
02
ETL/ELT Pipeline Engineering
Design and implementation of extraction, transformation, and loading processes optimized for EPM consumption — with exception handling, reconciliation controls, and alerting built into the pipeline architecture.
03
API & Middleware Architecture
Where native connectors are insufficient, UVID designs API-based integration layers that connect disparate systems reliably, scalably, and with the change resilience required for an enterprise technology landscape that evolves continuously.
04
Data Quality Monitoring
Automated data quality rules, threshold alerting, and reconciliation dashboards that make data integrity a continuously monitored operational condition rather than a periodic audit exercise.

Frequent questions

additional info

EPM is short for enterprise performance management, which is a specialized area within the broader category of business performance management. EPM supports the work of a chief financial officer (CFO) and the financial planning and analysis (FP&A) processes that are key to a finance department’s operations.

EPM’s primary benefit is improving business performance. It does so by making management processes more efficient and delivering insights to decision-makers in real time so that they can plan, budget, forecast, and report with greater confidence and ease.

Due to how complexly interwoven EPM is in the day-to-day operations of an enterprise, the execution of an EPM transformation project requires careful planning and finesse in order to encourage users to adopt the new system and for all of the kinks to be worked out with minimal impact on business operations. Here is a roadmap for a successful FP&A product implementation.

There are a wide variety of EPM applications available, made by companies like JedoxWorkdaySAPOracleIBMVenaWolters KluwerOneStreamBoardPlanfulProphix, and Anaplan. Many of the best EPM tools now are cloud-based, making them accessible as long as you have an internet connection. Here is a deeper dive on product evaluation.

Each of these terms are used in different regions around the world to describe the same set of practices. Business performance management is commonly thought to have a wider scope, whereas enterprise performance management and corporate performance management specifically focus on the role of finance within an enterprise.

Business intelligence refers to any software or analytics that provide insights that lead to more informed business decisions. These insights may take the form of charts, reports, graphs, and dashboards.