Transform Finance with AI-Powered Enterprise Performance Management (EPM)
Move beyond reactive spreadsheets. We engineer intelligent EPM solutions that automate your FP&A, streamline consolidation, and deliver predictive insights—turning your finance department into a strategic growth engine.
For CFOs and finance leaders, the pressure to drive strategic value has never been greater. Yet, many are bogged down by manual, error-prone processes, siloed data, and outdated systems that can't keep pace with business demands. At CIS, we implement and customize modern, AI-enabled EPM platforms that provide a single source of truth. Our solutions empower you to forecast with unparalleled accuracy, accelerate your financial close, and model complex scenarios in real-time, giving you the agility and foresight to navigate any market condition with confidence.
Trusted by Global Finance Leaders and Fortune 500 Companies
The Strategic Advantage for Your Finance Function
Choosing an EPM partner is a critical decision. You need more than a vendor; you need a strategic ally who understands the complexities of modern finance and has the technical prowess to deliver transformative solutions. Here’s why leading CFOs choose CIS.
AI-Powered Foresight
We don't just implement EPM systems; we embed them with AI and machine learning models. This transforms your forecasting from a historical exercise into a predictive powerhouse, identifying trends, anomalies, and opportunities your team might otherwise miss.
Enterprise-Grade Security
Your financial data is your most critical asset. As a SOC 2, ISO 27001, and CMMI Level 5 certified partner, we operate under the strictest global security and compliance protocols, ensuring your data is protected with institutional-grade governance and technology.
Deep Platform Expertise
Our certified experts possess deep, hands-on experience across the entire EPM ecosystem, including Oracle EPM Cloud, SAP BPC, Microsoft Dynamics 365, and Anaplan. We architect solutions that are not only powerful but also seamlessly integrated with your existing ERP and data landscape.
Tailored, Not Templated
We reject the one-size-fits-all approach. Our process starts with a deep architectural analysis of your unique business drivers and financial workflows. The result is a bespoke EPM solution configured to your specific needs, ensuring maximum adoption and ROI.
Accelerated Time-to-Value
Our mature, CMMI Level 5 delivery framework and library of pre-built solution accelerators are designed to minimize disruption and speed up implementation. We focus on delivering tangible value in weeks, not months, getting critical insights into your hands faster.
A True Transformation Partner
Our engagement extends beyond go-live. We provide comprehensive change management, user training, and ongoing managed services to ensure your EPM solution evolves with your business, guaranteeing long-term success and continuous improvement.
End-to-End Solutions for the Modern Finance Organization
We offer a comprehensive suite of AI-enabled EPM services designed to address every facet of your financial planning, analysis, and reporting lifecycle. From strategic implementation to advanced analytics, we provide the expertise to elevate your finance function.
Strategic Financial Planning & Analysis (FP&A) Transformation
We help you evolve FP&A from a reporting function to a strategic advisory role. By automating data collection and report generation, we free your team to focus on high-value analysis, providing insights that drive better business decisions and guide long-term corporate strategy.
Key Outcomes
- Align financial plans with strategic corporate objectives for cohesive growth.
- Reduce time spent on data gathering by up to 80%, shifting focus to analysis.
- Deliver actionable insights to business leaders, enhancing their decision-making.
Intelligent Budgeting, Planning, and Forecasting
Replace rigid, annual budgets with dynamic, rolling forecasts. Our solutions facilitate collaborative planning across departments, integrate driver-based models, and leverage AI to produce forecasts that are more accurate, agile, and responsive to market changes.
Key Outcomes
- Shorten budget cycles from months to weeks through automation and collaboration.
- Improve forecast accuracy by over 25% with AI-driven predictive models.
- Enable continuous planning to adapt swiftly to business volatility.
Accelerated Financial Consolidation and Close
For organizations with multiple entities, currencies, and regulatory standards, the financial close is a major challenge. We implement solutions that automate intercompany eliminations, currency translations, and consolidation adjustments, ensuring a fast, accurate, and auditable close process every time.
Key Outcomes
- Reduce the month-end close cycle by up to 50%.
- Ensure data integrity and a single version of the truth across all entities.
- Simplify compliance with IFRS, GAAP, and other regulatory requirements.
Dynamic Scenario Modeling and What-If Analysis
Go beyond static plans and proactively prepare for the future. We build powerful modeling environments where you can instantly test the financial impact of various business scenarios—such as market downturns, acquisitions, or new product launches—enabling data-driven strategic planning.
Key Outcomes
- Evaluate the impact of strategic decisions before they are made.
- Develop robust contingency plans for a range of potential futures.
- Increase organizational agility and resilience to market shocks.
AI-Powered Predictive Analytics for Finance
Leverage the power of your historical data to predict future outcomes. We develop and integrate custom machine learning models into your EPM platform for cash flow prediction, revenue forecasting, and churn analysis, providing a significant competitive advantage.
Key Outcomes
- Identify future revenue and cost trends with a high degree of accuracy.
- Optimize working capital with intelligent cash flow forecasting.
- Proactively address risks and opportunities before they impact the bottom line.
EPM Platform Implementation & Migration
Whether you're implementing an EPM solution for the first time or migrating from a legacy system to the cloud, our certified consultants manage the entire lifecycle. We handle architecture design, configuration, data migration, and deployment for leading platforms like Oracle EPM, SAP BPC, and more.
Key Outcomes
- Ensure a smooth, on-time, and on-budget EPM implementation.
- Maximize the ROI of your technology investment with expert configuration.
- Mitigate risks associated with data migration and system transition.
Seamless EPM and Enterprise Systems Integration
An EPM system is most powerful when it's connected. We specialize in building robust, bi-directional integrations between your EPM platform and other critical systems, including ERP (SAP, Oracle, NetSuite), CRM (Salesforce), and HRIS (Workday), to create a truly unified data ecosystem.
Key Outcomes
- Create a single, reliable source of truth for all financial and operational data.
- Eliminate manual data entry and reconciliation errors.
- Enable holistic, cross-functional business performance analysis.
Custom Performance Reporting and Interactive Dashboards
Transform raw data into compelling visual stories. We design and build custom management reports, board packs, and interactive BI dashboards (using tools like Power BI and Tableau) that provide stakeholders with intuitive, self-service access to the KPIs that matter most.
Key Outcomes
- Empower executives with real-time visibility into business performance.
- Automate the production of monthly and quarterly financial reporting packages.
- Foster a data-driven culture with accessible and easy-to-understand analytics.
Proven EPM Transformation and Tangible Results
We don't just talk about transformation; we deliver it. Explore how we've helped organizations across various industries overcome their financial challenges and achieve remarkable outcomes with our AI-enabled EPM solutions.
Streamlining Global Operations for a Leading Manufacturer
Client Overview: A global manufacturing company with 15+ subsidiaries, diverse product lines, and complex supply chains. Their finance team was struggling with a decentralized planning process reliant on hundreds of disconnected spreadsheets, leading to a slow, error-prone close and an inability to perform meaningful analysis.
Key Challenges:
- Inability to consolidate financial and operational data from disparate ERP systems.
- A grueling 4-month annual budgeting process that was obsolete upon completion.
- Lack of visibility into plant-level profitability and product-line margins.
- Significant manual effort and risk of errors in the financial close process.
Our AI-Enabled Solution:
We implemented Oracle EPM Cloud, creating a unified platform for financial planning and consolidation. Our solution included:
- Automated data integration from multiple ERPs into a central EPM data warehouse.
- Development of driver-based models for sales, production, and cost planning.
- Configuration of automated intercompany eliminations and currency translations.
- Creation of interactive dashboards in Power BI for real-time performance monitoring.
Enabling Agile Forecasting for a High-Growth SaaS Provider
Client Overview: A rapidly scaling B2B SaaS company that had outgrown its Excel-based financial models. They struggled with forecasting complex subscription revenue streams (ARR, churn, expansion) and lacked the ability to quickly model the impact of strategic decisions like pricing changes or new market entry.
Key Challenges:
- Inaccurate and time-consuming revenue forecasting based on manual inputs.
- Difficulty in analyzing cohort performance and customer lifetime value (CLV).
- Inability to link sales pipeline data from Salesforce to the financial plan.
- Manual and cumbersome preparation of investor and board reporting packages.
Our AI-Enabled Solution:
We implemented a modern EPM solution integrated with their Salesforce and billing systems, augmented with our custom AI models. The solution featured:
- Automated integration with Salesforce to create a pipeline-driven revenue forecast.
- An AI/ML model that predicts subscription churn and expansion revenue based on historical data and customer attributes.
- A dynamic scenario modeling tool to assess the impact of different growth strategies.
- Automated generation of key SaaS metrics (ARR, Net Retention, CAC) and board-ready visuals.
Creating a Unified Reporting Platform for a Multi-Brand Retailer
Client Overview: A large retail enterprise managing multiple brands, each with its own point-of-sale (POS), inventory, and financial systems. The corporate finance team spent weeks each month manually consolidating data, leading to delays, inconsistencies, and a lack of trust in the numbers.
Key Challenges:
- No single source of truth for sales, inventory, and profitability data.
- Inconsistent financial definitions and hierarchies across different brands.
- Heavy reliance on IT for any new report request, causing significant delays.
- Inability to perform effective cross-brand analysis or allocate corporate overhead accurately.
Our AI-Enabled Solution:
We designed and deployed a centralized EPM solution to act as the financial data hub for the entire organization. Key components included:
- A Master Data Management (MDM) strategy to standardize financial hierarchies.
- Automated data pipelines to extract and harmonize data from all underlying source systems.
- A robust allocation engine for accurately distributing corporate costs to the brand level.
- A self-service reporting layer that empowered business users to create their own analyses without IT intervention.
Expertise Across the EPM & Analytics Ecosystem
Our capabilities span the industry's leading Enterprise Performance Management, Business Intelligence, and Cloud Data platforms. We architect best-of-breed solutions tailored to your specific technology landscape and business objectives.
What Our Clients Say About Our EPM Expertise
We build lasting partnerships founded on trust, expertise, and a relentless commitment to delivering value. Hear directly from the finance leaders we've empowered.
"The AI-powered cash flow forecasting model CIS developed for us has been revolutionary. We've improved our working capital management and can now make investment decisions with a much higher degree of confidence. Their team is both technically brilliant and deeply understands finance."
"Our month-end close process was a nightmare of manual reconciliations. CIS implemented an automated consolidation solution that cut our close time in half and eliminated errors. I can finally trust the numbers I present to the board. It's been a complete game-changer for my team's morale and efficiency."
"We needed a partner who could not only implement an EPM tool but also help us redesign our entire planning process. CIS delivered on all fronts. Their strategic guidance was as valuable as their technical execution. They are a true partner in every sense of the word."
"The security and compliance of our financial data was our top concern. CIS's SOC 2 and ISO 27001 certifications gave us immediate peace of mind. Their professionalism and transparent process for handling sensitive data was exemplary throughout the project."
"The self-service reporting dashboards they built have empowered our entire leadership team. We no longer have a bottleneck in the finance department for data requests. Everyone has real-time access to the KPIs they need, which has fostered a much more data-driven culture."
"Migrating from our on-premise legacy system to a cloud EPM platform seemed daunting. The CIS team managed the entire process flawlessly, from data migration to user training. The transition was far smoother than we ever anticipated, with zero business disruption."
Your EPM Questions, Answered
Navigating an EPM transformation can bring up many questions. Here are answers to some of the most common inquiries we receive from finance leaders.
What is the typical ROI for an EPM implementation?
While ROI varies by company size and complexity, clients typically see significant returns. Key drivers include a 40-60% reduction in time spent on budgeting and forecasting, a 30-50% faster financial close, and improved forecast accuracy of 20-30%. The most significant, though harder to quantify, ROI comes from enabling better, faster strategic decisions that can drive revenue growth and cost savings.
How long does a typical EPM implementation project take?
Project timelines depend on the scope and complexity. A phased approach is common. A foundational planning and budgeting solution can often be implemented in 12-16 weeks. A more comprehensive transformation involving consolidation, multi-system integration, and advanced AI models can range from 6 to 9 months. Our focus is always on delivering value incrementally and quickly.
Our business processes are unique. Can an EPM system be customized?
Absolutely. This is our core strength. Modern EPM platforms are highly configurable, and our expertise lies in tailoring them to your specific needs. We map your unique business logic, driver-based models, allocation rules, and reporting requirements directly into the system, ensuring it supports your process rather than forcing you to change it.
How do you handle change management and user adoption?
Technology is only half the battle. We integrate change management into our methodology from day one. This includes stakeholder workshops to build buy-in, clear communication plans, and comprehensive, role-based training for your finance team. Our goal is to turn your users into advocates for the new system, ensuring high adoption and long-term success.
What kind of support do you offer after the project goes live?
We offer a range of flexible post-go-live support and managed services plans. This can include on-demand technical support, system administration, ongoing enhancements, and strategic advisory services. We partner with you for the long term to ensure your EPM solution continues to deliver value as your business evolves.
Ready to Build a World-Class Finance Function?
Stop wrestling with spreadsheets and start driving strategy. Schedule a complimentary, no-obligation consultation with our EPM architects. Let's discuss your unique challenges and map out a clear path to a more intelligent, agile, and predictive finance future.