Performance Management (EPM)
Decision-grade steering in support of value creation.
We translate strategic objectives and complex financial flows into clear, actionable trajectories—designed for demanding executive and Finance leadership teams.
Our conviction
In a context of lasting uncertainty (cash pressure, inflation, ESG/CSRD expectations, technological disruption), Finance must operate as a true decision architect: anticipate, quantify, arbitrate, and execute.
This requires a clear and strategy-aligned performance model, indicators that genuinely support decisions, and an FP&A capability that produces reliable and actionable forecasts.
Our role is to structure and industrialise your “strategy-to-performance” chain—from the performance model to decision rituals, from reporting to EPM/BI tooling—so performance becomes measurable, comparable, and steerable over time.
Build a coherent, industrialised, decision-oriented steering framework
A five-pillar approach: clarify priorities, define the model, modernise forecasting, make reporting truly useful, and secure tooling.
We assess the current steering setup and define an execution-ready roadmap across priorities, models, organisation, data, tools, and cadence.
- FP&A diagnosis and pain-point mapping
- Maturity assessment across planning, reporting, and data
- Roadmap over 3 to 18 months, sequencing and trade-offs
- Business cases, scenarios, and prioritisation
- EPM/BI trajectory for the Finance function
Rapid assessment · 3 to 5 weeks* — Diagnosis, prioritisation, and an operational roadmap.
We design a strategy-aligned performance model to improve readability of performance and the quality of managerial trade-offs.
- Definition of strategic, operational, and non-financial indicators
- Design of dashboards: Finance, cash, performance, ESG where applicable
- Operating P&L structure, margins, profitability views
- Cross-functional indicators (sales, supply chain, HR) when needed
Design engagement · 6 to 8 weeks* — Workshops, target model validation, and implementation framing.
We modernise forecasting to connect budgets, outlooks, and management decisions through robust FP&A routines and driver-based models.
- Budget and forecast process redesign
- FP&A cadence aligned with decision forums
- Monthly and quarterly forecast models
- Rolling forecasts and driver-based planning
- Sensitivity analysis and scenarios
Project engagement · 3 to 4 months* — Delivered with Finance and business teams, in a pragmatic build-and-adopt approach.
We structure reporting as a decision instrument, ensuring it is consistent, easy to consume, and aligned with steering committees.
- Design of financial and operational reporting
- Functional specifications for automation and production
- Harmonisation of formats, master data, and data models
- Decision-oriented analytical views and narratives
- Reporting governance: ownership, rules, and validation
Project engagement · 3 to 4 months* — Focused on usability, adoption, and decision impact.
We provide business-led assistance on EPM and BI programs: requirements, vendor selection, functional design, and change enablement.
- Business requirements and specifications
- Tooling scenarios and target architecture (EPM/BI)
- Vendor and integrator selection support
- Functional specifications for implementation partners
- Change enablement: training, playbooks, governance
Project engagement · 3 to 6 months* — Finance/IT/business interface from framing to adoption.
What your steering model delivers in concrete terms
Visible effects on forecast quality, reporting clarity, and the effectiveness of the FP&A operating model.
A clearer, faster, more consistent steering framework.
Reliable, actionable forecasts built on the right drivers.
More automated, readable reporting that supports decisions.
A model that connects strategy, operations, and performance.
A stronger FP&A organisation, with clearer roles and routines.
Improved ability to anticipate, arbitrate, and execute.
Ready for a steering model that accelerates decisions—without losing control?
If you need a clear model, decision-grade reporting, and delivery that holds in real operating conditions—let’s talk.