Enterprise Performance Management (EPM) Solutions

The set of processes and software that organisations use to plan, budget, forecast, consolidate results, report and analyse performance against strategy. It is also called corporate performance management (CPM).

Typically budgeting and forecasting, scenario planning, financial close and consolidation, management and variance reporting, and analytics, often connected to ERP, CRM and HR data.

Lumel is a planning and analytics vendor that describes itself as offering enterprise planning built on Microsoft Fabric and Power BI semantic models, with products including Planning, Intelligence, PowerTable and Inforiver.

According to Lumel, plans are built on existing Power BI semantic models and written back to Fabric without ETL or data duplication. Check the details against your own Microsoft Fabric and Power BI setup.

FP&A tools focus on finance team planning, forecasting and reporting, often alongside Excel. EPM suites usually add consolidation, close, compliance and cross-functional planning at enterprise scale. The boundary is blurry and vendors overlap.

Suites such as Oracle Fusion Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning, Anaplan, OneStream and IBM Planning Analytics are commonly shortlisted.

List your planning, consolidation and reporting needs, check integration with your ERP and data platform, test usability for finance users, and compare total cost and implementation effort.

Planning across finance, sales, supply chain and workforce on shared data and models, so changes in one plan flow through the others.

They are widely used EPM and FP&A platforms, listed with links to the vendors' own sites and not ranked. Descriptions are brief summaries; vendor claims such as awards are attributed to the vendor. Evaluate against your own requirements.