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: March 7, 2024
6 Reviews (28 ratings)


Member's Profile
Fantastic! A great framework for improving overall performance of an organization from someone who is both knowledgeable and passionate about the topic. It felt much more like a conversation then like he was reading his notes to us. I am very interested in the book he mentioned at the end, as well.

Anonymous Author
For the EPM, there are very important words : Gather, Execute, Govern, Commit to run and realize strategis abjectives of the eneiry.

Anonymous Author
I felt like this was a solid course that covered quite a bit of material and described how the EPM process works.

Member's Profile
Clear, concise message and materials appropriate for senior level planners or new resources.

Member's Profile
Clear, concise very well presented. Recommend for Senior Managers.

Anonymous Author
Good overview

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 .
Instructor for this course
Course Syllabus
Introduction to EPM
  From Strategy to Debate 6:35
  From Debate to Commit7:20
  From Data to Knowledge 5:04
  From Knowledge to Insight 5:57
  From Insight to Action and Bring it all Together6:09
  Management Excellence 5:35
Continuous Play
  Introduction to Enterprise Performance Management (EPM) for Finance Professionals38:57
  Slides: Introduction to Enterprise Performance Management (EPM)PDF
  Introduction to Enterprise Performance Management (EPM) Glossary/IndexPDF