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This course walks you through an Enterprise Performance Management (EPM) framework to help you understand the main components and processes of EPM and how they interrelate with one another.  It covers the four cornerstones of EPM as well as the glue that holds it all together, where each one answers a common business question, including:

 

-“Where are we right now?” (Statutory and management consolidation and reporting)

-“Why did we get the results we got?” (Business analytics)

-“Given what we know, what’s the next best thing to do?” (Financial what-if modeling)

-“Who is on the hook to do what, by when?” (Budgeting, planning and forecasting)

-“Are we doing this the right way?” (Financial systems governance and data quality)

 

This introduction will show EPM as a holistic business process that helps Finance partner with operations, marketing, sales, and all other areas of the business to help them garner new business insights, make fact-based decisions, and better deploy resources.

Learning Objectives

  • Identify the five main components of Enterprise Performance Management (EPM)
  • Discover what business questions each EPM component answers
  • Recognize the ‘glue’ that brings together EPM processes
  • Identify the business value of EPM as a holistic process 

 

 

 

Last updated/reviewed: January 21, 2018

1 Review (12 ratings)Reviews

4
Anonymous Author
Good overview

Prerequisites

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION and OVERVIEW
Introduction to EPM
  6:35From Strategy to Debate
  7:20From Debate to Commit
  5:04From Data to Knowledge
  5:57From Knowledge to Insight
  6:09From Insight to Action and Bring it all Together
CONCLUSION
  5:35Management Excellence
Continuous Play
  38:57Introduction to Enterprise Performance Management (EPM) for Finance Professionals
SUPPORTING MATERIALS
  PDFSlides: Introduction to Enterprise Performance Management (EPM)
  PDFIntroduction to Enterprise Performance Management (EPM) Glossary/Index
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM