Enterprise Performance Management (EPM)


What is Enterprise Performance Management (EPM)?

Enterprise Performance Management (EPM) is a term commonly used to describe one of the central management tasks of a business. It describes methods and solutions that are required for enterprise management and includes the following management processes:

  • Budgeting, planning, forecasting
  • Modeling the value creation of a company
  • Consolidation of the results
  • Performance analysis

Key Performance Indicators (KPIs) such as sales, overhead and operating costs as well as the Return on Investment (ROI) are generally used for planning, measuring and analyzing performance.

There are several synonyms for Enterprise Performance Management (EPM): Corporate Performance Management (CPM), Business Performance Management (BPM), and Financial Planning & Analysis (FP&A).

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Advantages of Enterprise Performance Management

EPM offers three key advantages:

  • Automation of financial planning, reporting and consolidation processes, eliminating errors and labor-intensive work.
  • Acceleration of cycle times, delivers valid figures and creating more time for value-adding strategic work and analysis.
  • Unification of finance and operations according to a single plan, as integrated planning enables improved cross-departmental collaboration.
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How different business units benefit from EPM

Enterprise Performance Management is typically assumed to be in the area of Finance or Controlling. However, thanks to faster and much simpler implementation of automated planning and forecasting processes through EPM solutions, they are also becoming more and more useful for other departments. EPM software can be very useful for improving accuracy and efficiency in sales, human resources, marketing and procurement.

Financial Planning & Analysis (FP&A) then is able to transform to xP&A, where the variable “x” stands for all possible departments across organizations where understanding data is key to their process and planning and analysis is integral to their success.

In this way, different units benefit from EPM:

  • Sales teams optimize the sales funnel with EPM

    Plans can be derived based on the figures that every modern sales tool generates automatically. These help you and your team to restructure a sales funnel or to make an existing funnel even more effective. With the forecasting possibilities of a modern EPM solution, you can determine targets which are continuously monitored and adjusted by your team in real time.

    Various adjustments to the sales funnel are thus planned and controlled by sales teams in a more data-driven, collaborative and active approach.

  • HR teams use EPM to better manage personnel development

    The HR team identifies new requirements and needs at an early stage and adopts them for planning. Defining goals and have them continuously compared with the current data stream, which is generated from sales tools, for example. The distribution of variable salaries is thus always displayed in an up-to-date format with just a few clicks.

    In addition, forecasts for budget planning in HR are also possible.

  • Marketing teams use EPM to monitor campaign performance

    Get an integrated view of the performance of your marketing activities and be capable of deciding faster which actions the marketing team should pursue, improve, or drop. The advantage is that reporting is consolidated and does not have to be compiled manually from several data points.

    This makes it possible to adapt existing campaigns more quickly and easily.

  • Procurement teams better control the supply network with EPM

    Manage key figures about capacities and quality of the requested goods in a EPM solution for an effortless overview. Optimize cost structures and transparency for procurement in your organization.

    Your team can be better informed and react faster to price increases of a supplier, which will save money and increase productivity.

The Goal of EPM

Enterprise Performance Management and the resulting transparency and goal orientation aims for a mutual system between employees and managers. The focus is on development of the potential of individual employees. This is achieved through targeted motivation and the gradual removal of performance barriers.

EPM Software

EPM generally refers to enterprise planning using data feedback to improve the primarily financial performance and efficiency of an organization. This can include all systems, processes, activities, and reports of an organization based on the use of data to plan future decisions.

Some organizations still rely heavily on the use of Microsoft Excel for data collection and validation as well as for their budgeting, forecasting, and reporting activities. These processes are extremely time-consuming and error-prone, which keeps employees in a constantly reactive state and spending the bulk of their time meeting only basic needs of the organization. There is no time left for value-adding activities such as monthly forecasts, what-if modeling scenarios and building strategic partnerships.

Software-supported Enterprise Performance Management provides an important link to the next step in value-creation. It looks to the future, with the capabilities of creating forecasts based on actual analyses. Originally, EPM was only used by finance departments. It has since expanded significantly and is designed for use throughout numerous company functions and can be successfully implemented within the framework of integrated planning.


Modern EPM software supports functionalities across the organization and can also be used as an extension tool to increase the power of business intelligence systems. EPM software provides planning, budgeting, and forecasting capabilities using dashboards to display key organizational data.


EPM software helps companies increase efficiency by eliminating or extending spreadsheets and improving planning and reporting processes through centralized databases, workflow and process control. This also helps increase accountability across the enterprise by aligning strategic, financial and operational goals, expanding budgeting participants and providing stakeholders with the latest data available with just a few clicks.

Market studies on EPM software

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