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Enterprise and corporate performance management

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Drive better decisions through planning, close, consolidation and analytics
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Aligning strategy, execution and performance management across the business

Enterprise performance management (EPM) solutions, also referred to as corporate performance management (CPM), include platforms that leverage relevant financial and operational data to guide organizational planning, the financial close process, consolidation and analytics. Companies can implement powerful EPM tools incrementally to elevate any or all these key functions, enhancing decision making, automating manual tasks and streamlining business cycles (e.g., annual budgeting, rolling forecasting and period-end close).

Modern EPM and CPM platforms replace fragmented spreadsheets and disconnected tools with a centralized, finance‑grade system of record.  In addition to traditional financial planning, consolidation and close activities, they typically feature functions including:

Together, these solutions provide several valuable benefits for organizations, including:

Increased strategic alignment
Improved efficiency
Enhanced decision making
Stronger risk management capabilities

RSM’s experienced team delivers comprehensive EPM and CPM solutions to align your planning, forecasting, reporting, consolidation and close capabilities for better, more informed decision making.

Elevate your EPM environment with RSM

RSM advisors combine deep knowledge across finance, operations and information technology to help align EPM and CPM technology with your strategic and operational goals. We provide end-to-end guidance, from strategy and design through implementation, adoption and ongoing optimization.

Our finance and performance management experience enables our team to understand how to leverage EPM technology to deliver solutions that address your complex issues, including:

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Planning

  • Annual, long-range and strategic budgeting
  • Periodic or rolling (re)forecasting
  • Integrated business planning across divisions, resulting in financial projections flowing between profit and loss (P&L), balance sheet and cash flow components
  • Scenario modeling

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Financial consolidation

  • Multi-ERP data aggregation
  • Intercompany eliminations
  • Expense allocations
  • Currency conversion
  • GAAP, IFRS and statutory adjustments

Financial close

  • Close calendars and period-end checklists
  • Account reconciliation enhancements, complete with automated transaction matching and certification rules
  • Workflow and reviewer/approval roles

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Reporting and analysis

  • Financial statement preparation
  • Management reporting and dashboards
  • AI-enabled insights, including natural language querying
  • Generative content creation, e.g., narrative reporting, management discussion and analysis

EPM and CPM solutions

RSM designs and delivers EPM/CPM solutions that work in practice—not just in theory. Our team supports your organization across the full EPM/CPM lifecycle:

EPM/CPM strategy, readiness and selection
We help your organization assess readiness, align stakeholders, define success criteria and select an EPM/CPM platform that fits your business model and maturity. Our readiness‑led approach addresses governance, data, process alignment and change management before configuration begins—reducing risk and accelerating value realization.
EPM/CPM implementation

RSM delivers EPM implementations across planning, consolidation, close and reporting using proven methods tailored to your specific scope and priorities. Your implementation benefits from our proven methodologies, innovative technologies and broad-based business knowledge. Our comprehensive approach includes:

  • Initiation and planning
  • Business processes and system design
  • Development
  • Refining and testing
  • Training and deployment
EPM/CPM support and evolution
EPM/CPM services are as varied as your requirements. RSM provides ongoing support, enhancements and roadmap guidance to help you expand capabilities, adopt embedded artificial intelligence features and adapt your platform as business needs evolve. Your options range from early-stage activities, such as planning, design and configuration, to post-implementation activities, such as help desk support, hosting and integration with other systems.
EPM/CPM optimization
In addition to new implementations, RSM can assess and optimize existing EPM environments, including reimplementations where prior deployments have not delivered expected outcomes. Our experienced team can evaluate your environment to target potential optimization opportunities and reveal strategies to extract additional value from your system.
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Meet our EPM/CPM leaders
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Frequently asked questions (FAQs)

What are the latest trends in EPM/CPM solutions?
Many EPM and CPM solutions are integrating artificial intelligence capabilities to summarize performance feedback and analyze data more efficiently. In addition, increased analytics capabilities can track performance and highlight future trends with predictive insights.
How is AI influencing EPM/CPM solutions?
Emerging AI capabilities in EPM and CPM solutions provide several key benefits, including enabling real-time feedback, streamlining data collection, automating repetitive tasks and increasing objectivity. An EPM/CPM platform with AI provides AI capabilities within a strong governance framework.
How does EPM/CPM software improve business decision making?
EPM and CPM solutions enable more informed financial and operational decision making by allowing for more intuitive and efficient goal-setting and tracking, stronger alignment between budgeting, forecasting and organizational goals, optimized resources through scenario modeling and real-time insight and data analysis and faster, more reliable financial close and reporting.
What are the main benefits of EPM/CPM for a finance department?
EPM and CPM solutions enhance finance department processes in several ways, including increasing strategic alignment, enhancing decision making, strengthening risk management and improving efficiency.
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EPM and CPM platform solutions

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RSM works across leading EPM and CPM platforms to deliver objective, business-led solutions. We help you choose and implement the platform that aligns with your goals without forcing a one-size-fits-all approach.

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Whether you are evaluating EPM/CPM for the first time, modernizing an existing environment or exploring how AI can enhance your performance management capabilities, RSM’s services can help you move forward with clarity and confidence.
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