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Managed Services

When the Project Ends, the Partnership Deepens

Ongoing plan cycle support, performance optimization, and on-demand FP&A expertise — embedded into your operating rhythm as a permanent strategic advantage.

Transform Your Finance Function

Implementation is not the outcome.
Sustained performance is the outcome.

The most common failure mode in EPM and FP&A transformation is not implementation. It is post-implementation decay — the gradual erosion of model quality, process discipline, and analytical capability that occurs when organizations return to operating without structured support. Models drift from business reality. Rolling forecasts revert to annual budgets. Dashboards stop being trusted and stop being used.
UVID’s Extended FP&A & Managed Services practice exists to prevent this outcome. We offer a range of ongoing engagement models — from plan-cycle support to fully embedded FP&A analyst capability — that keep the transformation performing at its designed potential indefinitely. UVID becomes not a project vendor, but a permanent component of the organization’s finance capability, adapting as the business evolves and ensuring that the investment in transformation continues to compound in value.
Always-On
Support Model
Continuous access to UVID expertise ensures that no planning cycle, model update, or board preparation exercise is handled alone
Senior
Analyst Caliber
On-demand analysts are UVID-trained FP&A professionals, not generalist contractors — they embed in your team and add immediate analytical value
Scalable
Engagement Flexibility
Services scale with your planning calendar — higher intensity during budget cycles, steady-state optimization in between
Service Capabilities
Three Managed Service Models for Continuous Finance Excellence
01
Ongoing Plan Cycle Support
UVID supports the full annual and rolling planning cycle as an embedded partner — managing model updates, assumption refresh processes, scenario build-outs, variance analysis, and board reporting preparation. Finance leaders gain a dedicated team that knows the model architecture intimately and delivers plan-cycle outputs with the reliability and quality that internal teams often cannot sustain alone during peak periods.
02
Performance Optimization & Enhancement

EPM environments require ongoing tuning. As business complexity grows, organizational structures change, and new analytical requirements emerge, the underlying models, hierarchies, and integrations must evolve. UVID provides a structured optimization cadence — reviewing model performance, identifying capability gaps, implementing enhancements, and ensuring the EPM environment continuously reflects the current operating architecture of the business rather than the one it had at implementation.

03
Analyst on Demand
Finance teams frequently face analytical demand spikes — M&A due diligence, investor day preparation, strategic planning initiatives, or simply the departure of a critical team member. UVID’s Analyst on Demand service provides immediate access to senior FP&A professionals who are already fluent in EPM environments and integrated planning architecture. They embed within weeks, not months, and operate at the level of capability the situation requires.
Why Organizations Choose Managed Services
The Strategic Case for Continuous Partnership
01

Protection of Transformation Investment

Sustained managed services ensure that the capital invested in EPM transformation continues to appreciate in value rather than depreciating through neglect.
02
Institutional Knowledge Continuity
Finance leadership and analyst turnover no longer creates capability discontinuity — UVID carries the institutional knowledge of the planning architecture across organizational changes.
03
Surge Capacity Without Headcount
Peak planning demand is handled by UVID resources rather than by permanent headcount additions — a structural cost advantage with no quality compromise.
04
Continuous Best-Practice Infusion

Automated data quality rules, threshold alerting, and reconciliation dashboards that make data integrity a continuously monitored operational condition rather than a periodic audit exercise.

05
Board & Investor Confidence
Consistently high-quality planning outputs and reporting packages signal financial management maturity that strengthens relationships with boards, investors, and lenders.
06
Strategic Finance Elevation
With operational FP&A execution reliably covered, internal finance leadership redirects attention to the strategic partnership role that creates the most organizational value.

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 Jedox, Workday, SAP, Oracle, IBM, Vena, Wolters Kluwer, OneStream, Board, Planful, Prophix, 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.

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