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Transform your existing processes and coordinate between financial, operational, strategic and
People performance management processes with our use cases.

Capabilities
Transform your existing processes and coordinate between financial, operational, strategic and People performance management processes with our use cases.

Enterprise performance management guides you by providing a
navigation system to plot where
you are going, a steering mechanism to stay on the right path, and analysis and reporting tools to
provide
a rear-view record of where you have been.
Analysis and inference from leading research firms line Gartner & Forrester is that any EPM
initiative should be covered under 4 main organizational components – Strategic, Operational,
Financial and People.
EPM is a Journey not a ONE TIME project and it should cover
Strategic, Operational, Financial
and People Performance Processes.
Enterprise Performance Management Process is right now finance centric since it has many
cyclical reporting obligations and with the new world order its getting changed.
Corporates are now looking for Simple, Measurable, Adaptable, Flexible EPM
processes
and we have built our use cases with those principles.


Enterprise performance management guides you by providing a
navigation system to plot where you are going, a steering mechanism to stay on the right path, and analysis and reporting tools to provide a rear-view record of where you have been.
Analysis and inference from leading research firms line Gartner & Forrester is that any EPM initiative should be covered under 4 main organizational components – Strategic, Operational, Financial and People.
EPM is a Journey not a ONE TIME project and it should cover Strategic, Operational, Financial and People Performance Processes.
Enterprise Performance Management Process is right now finance centric since it has many cyclical reporting obligations and with the new world order its getting changed.
Corporates are now looking for Simple, Measurable, Adaptable, Flexible EPM processes and we have built our use cases with those principles.
Financial Processes.

EPM process from our platform

improve decision making. Strategic Performance management processes help to Communicate objectives and initiatives, align business units, monitor and report progress, and proactively take action
when issues arise. Strategic Performance Management helps line managers and corporate executives develop and execute strategic plans. By linking strategic goals to initiatives, key performance
indicators, and people, you can set clear priorities with measurability and accountability.
Planning
Objectives / Goals
& initatives and
set financial &
non-financial targets
Goal Setting
Business Unit,
Segment, Region etc..
Score card -
Top Management
Management score
cards based on
strategic objectives,
goals, initiatives
and KPI's set.
Leadership
Planning
to optimize cost
across Enterprise
and monitor these
initatives centrally
Initiative
Planning
Plan to long term
initative & translate
initatives into
Activity based
Forecasting
Investment
Analysis
investments in large
projects at different
phases of projects
by enabling business to understand the financial implication of all activities they are executing or Planned.
Financial Performance Management focuses on internal management needs of planning ahead, forecasting, benchmarking
and Analysing Actuals as well as meeting external disclosure requirements of Consolidating and reporting.
Consolidation
Consolidation of
Group Financials
based on IFRS or
approved GAAP
standards.
Consolidation
& Reporting
Report Business Unit
Financials based on
Segment, Region,
Brand etc…views
& Management
Consolidation
process to avoid
reconciliation between
Legal & Mgt.
Consolidation
Financial
Planning
Planning by relaying
on trends, top down
& driver based
planning Income
Statement
Statement
Planning
by planning through
Direct Input or
Integrating detailed
driver models.
Planning
Balance Sheet or
integrate relevant
accounts to Income
Statement &
Capex Planning
Planning
Cashflow based on
Balance Sheet,
Income Statement
Planning and
Direct Input
Planning
Run rate, moving
avg. rate, drivers
or direct Input at
Account or line
item level.
Planning
by Activities for key
accounts and baseline
or Input rest of
the accounts
Expenditure
Planning
by Project or Asset
Class and automatically
generate depreciation
Forecasting
trends to Forecasting
& Input any major
changes to Plan
Notes to
Accounts
additional Notes to
Accounts required for
Legal & Management
Reporting
By linking operational activities and Financial perspectives, organizations can gain a deep understanding of the levers effecting organizational costs
and profitability of key business dimensions – customers, products, and channels – both current and future. Organizations can measure and understand how changes in resources
and business activities impact business performance and derive true cost to serve to optimize resources for the most favourable business outcome.
Costing
to products or
services based on
Activities involved.
Lease Planning
contracts to project
income & expenses,
with option for
escalation &
new contracts
Planning
Project Cost, Cash
Flow & Funding
with option to
integrate with
Capex Plan
Distribution :
Net Contribution
Planning
SKU and estimate
discounts by Channel
to arrive at
contribution by
brand & channel.
& Operations
Planning
to plan the Volume
demand, Revenue and
marketing spending.
Demand
Forecasting
Revenue based on
customer churn,
run rate , impact
of new plans,
discounts etc…
Variable Fees
& Rental
Planning
based on estimated
sales & Fee % by
slabs, brand and
product category
Sales
Planning
Planning based on
Actual trends, expected
contribution from
marketing initiatives.
Sales &
Operations
Forecasting
Volume, impact on
Revenue, material
procurement and
costs by SKU
or Product Group.
Bill of
Materials
Planning
volume and BOM
generate raw materials,
Activities required
& Cost involved
Supply Chain
Inventory
Planning
in advance based on
Demand Forecast,
Capacity limitations
and existing inventory.
Sales &
Operations
Planning
Volume, impact on
Revenue, material
procurement and
costs by SKU
or Product Group.
understanding about what is to be achieved at an organisation level. It is about aligning the
organisational objectives with the employees' agreed measures, skills, competency requirements,
development plans and the delivery of results.
Planning
Headcount and
Plan for new
Headcount, attrition
& transfers by
Business Unit.
Planning
of changes to
Headcount on over
all Staff Cost
of company.
Commission
Planning
targets and compute
commission by
tracking Sales
contribution at
Employee level
Appraisal
planning
to set targets
and monitor progress
by generating
Employee level
Score cards
Cost
Allocation
Centrally Budgeted
Headcount to
Business Units
Capacity
Planning
workforce capacity
limitations by
associating workforce
with activity plan.
Store
Workforce
Planning
involved in store,
avg. service time by
activities and generate
work force plan

Investment
Analysis
Initiative
Planning
Leadership
Planning
Score card -
Top Management
Goal Setting
Planning
- STRATEGIC PROCESSES
- FINANCE PROCESSES
- OPERATIONAL PROCESSES
- PEOPLE PROCESSES
best EPM process from our platform


P&L Planning
Planning
Add Analysis
& Topdown
Allocations
(Treasury
Planning)
Accruals using
POCM
Market Income
Statement
Consolidated
Income Statement
by LOB
Customer P&L
Planning
& Reporting
Planning
& Allocations
Shared Service
Allocations
Forecasting
Disclosure &
Financial
Reporting
Notes to
Accounts
Forecasting
Expenditure
Planning
Planning
Planning
Planning
Planning
Statement
Planning
Financial
Planning
& Management
Consolidation
Consolidation
& Reporting
Consolidation

Patient &
Bill Size
Planning
Beverages :
Net Contribution
Planning
Management :
Revenue
Planning
S&OP
Planning
Transportation :
Net Contribution
Planning
Revenue based
on Capacity
Planning
Rental Revenue
Planning by
Contracts
Consultancy :
Project Gross
Margin Planning
Channel
Management
Planning
Supply Chain
Inventory
Planning
Advertising &
Marketing Plan
Sales &
Operations
Planning
Supply Chain
Inventory
Planning
Bill of
Materials
Planning
Sales &
Operations
Forecasting
Sales
Planning
Variable Fees
& Rental
Planning
Demand
Forecasting
& Operations
Planning
Distribution :
Net Contribution
Planning
Distribution :
Net Contribution
Planning
Lease Planning
Costing

Store
Workforce
Planning
Capacity
Planning
Cost
Allocation
Appraisal
Planning
Commission
Planning
Planning
Planning

latest trends, industry practices and academic/research outputs that is generated in the EPM Domain. We convert
them into simplified processes, that can be enabled by technology.
Our 50+ Use Cases are ready for enterprise-wide deployment & we firmly believe that for a successful
EPM Implementation Process is King.



Our 50+ Use Cases are ready for enterprise-wide deployment & we firmly believe that for a successful EPM Implementation Process is King.
to Execution








EPM Implementations





