As organizations wind down 2017 reflection and begin to ramp for 2018, now is as good of a time as ever for data-driven teams to focus on achieving peak performance in the coming year. Finance specifically can take a step back and examine their tasks and processes to understand where efficiencies can be optimized and what tools they can leverage to do so.

An Enterprise Performance Management (EPM) solution can help finance teams automate critical processes to create better efficiencies, accelerate the time to analysis, and align the entire organization around a single plan. In particular, executives tend to view their current finance processes as draining and labor-intensive – but with the right EPM, finance teams can reduce cost, save time, and above all make reporting and analysis easier for the entire organization. We evaluated eight ‘must-haves’ you should consider when you’re evaluating an EPM solution going into 2018. Here are the highlights:


  1. Ensure reporting is comprehensive enough to meet the needs of all budget owners – not just finance. Enabling budget owners to truly own their day-to-day budgets will eliminate the reporting management drain on finance and ensure the entire organization is on the same page.
  2. Integration capabilities are key to success. Budget owners often pull data from a variety of sources to manage and make budget decisions. Assess integration capabilities to ensure you can reliably integrate with other systems, such as customer relationship management (CRM), marketing automation, ERP, and others.
  3. Look for familiar functionality to speed onboarding time. Excel has its limitations, but the reality is you’re probably pretty comfortable with it. Look for solutions that provide familiar functionality to accelerate implementation and encourage adoption across the business.


To see all eight ‘must-haves’ in EPM, check out the infographic. Leveraging an EPM solution creates more time for value-added analysis – take the time to carefully evaluate your options and you’ll be well on your way to getting your organization into peak shape for 2018.

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Vice President of Demand Generation
Amanda DePaul brings almost 10 years of technology marketing experience to Host Analytics as the Sr. Director of Demand Generation. She's as excited about metrics, budgets, and process as any finance person and has spent her career implementing and optimizing lead management and demand gen planning processes at technology companies of all shapes and sizes. When she's not building pipeline, you'll find her hanging with her horse or figuring out her next travel destination.

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