EPM solutions
We are full-service growth advisors dedicated to helping businesses remain agile with changing realities. Whatever business you are in, we can tailor our solutions to your specific needs. We provide Consulting, Software Design, Development, Implementation and support services for your Budgeting, Planning, Analytics and Reporting needs.
Finance performance management
We accelerate finance processes to get our clients transformation-ready with the following automated and risk-reduced finance processes:
- Budgeting, Planning, Forecasting and Analytics Solutions
- Financial close and consolidations
- Gross margin planning
- Income statement planning
- Capital expenditure
- Debt Schedule and enterprise value
- Balance sheet and cash flow planning
Integrated business performance
We unite finance and operations workflows and help break down internal silos with the following planning and alignment strategies:
- Strategic and operations planning
- Demand and supply planning
- Workforce planning
- Integrated business planning
Advanced performance management
We discover hidden insights and create value with the following data-driven decision-making tactics:
- Predictive planning and analytics
- AI-driven FinOps processes
- Scenario analysis
EPM industry insights from the UVID team
FP&A deep dive: data rationalization
Data rationalization is essential in the FP&A transformation process that needs to happen before migrating to a new system.
FP&A deep dive: process harmonization
Process harmonization is essential in the FP&A transformation process that needs to happen before migrating to a new system.
3 tips for successful FP&A product implementation
Financial transformation projects rely on a well-orchestrated implementation process. Harmonize the process and your team with these tips.
3 common pitfalls in vendor and product selection
Some key factors in FP&A vendor and product selection don’t translate well to an apples to apples comparison. Here are some advanced tips!
Breaking down the steps of FP&A product evaluation
FP&A product evaluation can be a complex task. Read our tips on breaking that process down into more manageable chunks.
How to choose the best FP&A vendor for your company
When selecting a FP&A vendor, you’ll need to balance your need for features with client support. Here’s how to find that balance!
5 things to consider before selecting an FP&A vendor
An FP&A vendor can have a lasting impact on your business performance. Follow these tips to ensure you’re making the right decision.