After twenty years and hundreds of thousands of hours invested in solution implementation projects, we’ve learned a lot about what it takes to be successful with Business Intelligence and Enterprise Performance Management. From this experience we have developed a leading-practices advisory with the goal to help our clients derive greater ongoing value from BI and EPM, regardless of the technologies deployed.

Our approach is based on the notion that BI and EPM are management practices that are supported by technology. Our Strategic Advisory integrates your BI and EPM activities throughout the enterprise at the strategic, operating and tactical levels to optimize business performance analysis, management reporting, strategic planning, budgeting and forecasting.

Strategic Chart


Analysis Team provides the following Strategic Advisory services:

BI and EPM Strategy: Development of an enterprise-level BI and EPM vision and strategy in support of corporate goals

Key benefits:

  • Enhanced coordination of activities and information within and among enterprise reporting, analysis and planning functions
  • Improved BI and EPM effectiveness and flexibility to support strategy execution, business transformation, M&A and corporate development
  • Empowerment of decision-makers at all levels to maximize the value of the business

Project and Technology Roadmap: Creation of a prioritized master project, technology and infrastructure plan to deploy BI and EPM solutions

Key benefits:

  • Alignment of BI and EPM vision and strategy with corporate goals, driving value-based prioritization of project initiatives
  • Determination of project readiness and identification of resource and skill requirements
  • A framework to analyze business impact of projects, including ROI and payback

Data Governance and Master Data Management (MDM):  Development and implementation of leading-practice master data definitions and structures that support effective BI and EPM applications

Key benefits:

  • Improved consistency and accuracy of information throughout the organization
  • A shared understanding of how to analyze and manage the business based upon “one version of the truth” founded on common business language and definitions
  • Executives and managers enabled to make critical business decisions with confidence based on the best possible information

Reporting and Metrics Development: Development of reports, metrics and KPIs critical to improving insight and actions, driving improved business performance

Key benefits:

  • More timely information, better insight, and faster decision-making based on sound analysis and relevant data
  • Measurements that support the development, execution and evaluation of business strategies, plans and initiatives
  • Improved coordination and alignment among all levels and functions of the enterprise

BI and EPM Sustainment (Center of Excellence): Creating and nurturing a support structure to meet current and future requirements, defining its functions and activities specific to each client’s unique culture and business context

Key benefits:

  • Implementation of principles and practices to keep BI and EPM effective as business conditions change and goals evolve
  • Improved organizational effectiveness and accountability between Finance and IT to align roles and address new opportunities faster with a greater degree of success
  • A methodology to drive sustainable competitive advantage throughout the enterprise