EPM Consulting

From Implementation to Upgrades and Re-design

EPM Consulting Services

Organizations are not static entities. To meet their ever changing requirements companies have to be able to adapt quickly and be ready to digest the next wave. EPM applications have to keep up.

CompIntelligence EPM consultants work closely with client teams to provide whatever assistance is required to adapt and keep up. Whether implementing for the first time, upgrading to a new release, adding functionality, or modifying an existing EPM application, we can help. Some of the reasons for change that we’ve tackled include:

  • Reorganizations
  • Acquisitions
  • Mergers
  • Spinoffs


Our EPM Consulting Team is comprised of seasoned individuals capable of performing all project roles, including:

  • Project Management
  • Design
  • Development
  • Technical Installation and Configuration
  • Administration
  • Education
  • On-going Support

As part of our methodology, we identify which roles are required and how much of their time is required to perform specific tasks. We also help identify what additional resources are required from the client team to ensure project success.

We use a top-down approach to assessments to ensure that our recommendations are aligned with client management objectives. Working in partnership, our consultants perform a comprehensive evaluation of client needs, existing applications and tools and then deliver a high quality set of services to ensure a successful implementation.

Learn more about our approach and methodology

Application Design

No two applications are the same and they should not be designed that way.  Our Design Architects take nothing for granted, and conduct thorough evaluations of your requirements prior to proposing a potential design for your applications. In fact, we employ a series of conference room pilots at key points in the project to ensure frequent and open communication on the state and progress of the work and applications we are developing.

These pilots are full participation demonstrations to ensure that what we design and plan to create meets everyone’s expectations. This ensures we are on the right track and avoids potentially costly rework to correct course. It is often very difficult to visualize changes and build to an application based upon whiteboard sessions and brainstorming explanations alone; showing the application in a pilot has proven to be an effective way to confirm direction or identify necessary corrections.

Learn more about specific solutions we have created for our clients

Want to Discuss Your Needs? Request more information by contacting us with the form to the right

Data Management and Integration

Data conversion and integration are part of every EPM implementation, whether with Hyperion Planning or HFM or OneStream XF.  CompIntelligence has converted and integrated data from a number of source data systems, including but not limited to the following:

Source Data Systems
Oracle EBS SAP Hyperion Enterprise
JD Edwards PeopleSoft SQL Warehouses
Solomon Baan Yardi
SUN SQL Warehouses Micro Control

Learn more about our Data Conversion and Integration Approach

On Time and Under Budget

CompIntelligence has worked with companies of all sizes and we take pride in the fact that 100% of our customers are references. Our motto is “on time and under budget” as we set realistic expectations and achieve the desired results.

The proof of our effectiveness is in the results of our work. We have a long track record of successful implementations and of satisfied clients.

Insurance Company Case Study