Enterprise and corporate performance management

Drive better decisions through planning, close, consolidation and analytics

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Aligning strategy, execution and performance management across the business

Enterprise performance management (EPM) solutions, also referred to as corporate performance management (CPM), include platforms that leverage relevant financial and operational data to guide organizational planning, the financial close process, consolidation and analytics. Companies can implement powerful EPM tools incrementally to elevate any or all these key functions, enhancing decision-making, automating manual tasks and streamlining business cycles (e.g., annual budgeting, rolling forecasting and period-end close).

Modern EPM and CPM platforms replace fragmented spreadsheets and disconnected tools with a centralized, finance‑grade system of record. In addition to traditional financial planning, consolidation and close activities, they typically feature functions including:

Sales performance management

Supply chain planning

Strategic workforce planning

“Other” planning, resulting in integrated business models to align siloed teams

Together, these solutions provide several valuable benefits for organizations, including:

Increased strategic alignment

Improved efficiency

Enhanced decision-making

Stronger risk management capabilities

RSM’s experienced team delivers comprehensive EPM and CPM solutions to align your planning, forecasting, reporting, consolidation and close capabilities for better, more informed decision-making.

Elevate your EPM environment with RSM

RSM advisors combine deep knowledge across finance, operations and information technology to help align EPM and CPM technology with your strategic and operational goals. We provide end-to-end guidance, from strategy and design through implementation, adoption and ongoing optimization.

Our finance and performance management experience enables our team to understand how to leverage EPM technology to deliver solutions that address your complex issues, including:

Planning

Annual, long-range and strategic budgeting
Periodic or rolling (re)forecasting
Integrated business planning across divisions, resulting in financial projections flowing between profit and loss (P&L), balance sheet and cash flow components
Scenario modelling

Financial consolidation

Multi-ERP data aggregation
Intercompany eliminations
Expense allocations
Currency conversion
GAAP, IFRS and statutory adjustments

Financial close

Close calendars and period-end checklists
Account reconciliation enhancements, complete with automated transaction matching and certification rules
Workflow and reviewer/approval roles

Reporting and analysis

Financial statement preparation
Management reporting and dashboards
AI-enabled insights, including natural language querying
Generative content creation, e.g., narrative reporting, management discussion and analysis

Annual, long-range and strategic budgeting
Periodic or rolling (re)forecasting
Integrated business planning across divisions, resulting in financial projections flowing between profit and loss (P&L), balance sheet and cash flow components
Scenario modelling

Multi-ERP data aggregation
Intercompany eliminations
Expense allocations
Currency conversion
GAAP, IFRS and statutory adjustments

Close calendars and period-end checklists
Account reconciliation enhancements, complete with automated transaction matching and certification rules
Workflow and reviewer/approval roles

Financial statement preparation
Management reporting and dashboards
AI-enabled insights, including natural language querying
Generative content creation, e.g., narrative reporting, management discussion and analysis

EPM and CPM solutions

RSM designs and delivers EPM/CPM solutions that work in practice—not just in theory. Our team supports your organization across the full EPM/CPM lifecycle:

: We help your organization assess readiness, align stakeholders, define success criteria and select an EPM/CPM platform that fits your business model and maturity. Our readiness‑led approach addresses governance, data, process alignment and change management before configuration begins—reducing risk and accelerating value realization.

RSM delivers EPM implementations across planning, consolidation, close and reporting using proven methods tailored to your specific scope and priorities. Your implementation benefits from our proven methodologies, innovative technologies and broad-based business knowledge. Our comprehensive approach includes:

Initiation and planning
Business processes and system design
Development
Refining and testing
Training and deployment

: EPM/CPM services are as varied as your requirements. RSM provides ongoing support, enhancements and roadmap guidance to help you expand capabilities, adopt embedded artificial intelligence features and adapt your platform as business needs evolve. Your options range from early-stage activities, such as planning, design and configuration, to post-implementation activities, such as help desk support, hosting and integration with other systems.

: In addition to new implementations, RSM can assess and optimize existing EPM environments, including re-implementations where prior deployments have not delivered expected outcomes. Our experienced team can evaluate your environment to target potential optimization opportunities and reveal strategies to extract additional value from your system.

Meet our EPM/CPM leaders

Frequently asked questions (FAQs)

: Many EPM and CPM solutions are integrating artificial intelligence capabilities to summarize performance feedback and analyze data more efficiently. In addition, increased analytics capabilities can track performance and highlight future trends with predictive insights.

: Emerging AI capabilities in EPM and CPM solutions provide several key benefits, including enabling real-time feedback, streamlining data collection, automating repetitive tasks and increasing objectivity. An EPM/CPM platform with AI provides AI capabilities within a strong governance framework.

: EPM and CPM solutions enable more informed financial and operational decision-making by allowing for more intuitive and efficient goal-setting and tracking, stronger alignment between budgeting, forecasting and organizational goals, optimized resources through scenario modelling and real-time insight and data analysis and faster, more reliable financial close and reporting.

: EPM and CPM solutions enhance finance department processes in several ways, including increasing strategic alignment, enhancing decision-making, strengthening risk management and improving efficiency.

Featured insights on EPM/CPM topics

EPM and CPM platform solutions

RSM works across leading EPM and CPM platforms to deliver objective, business-led solutions. We help you choose and implement the platform that aligns with your goals without forcing a one-size-fits-all approach.

Connect with our EPM/CPM professionals

Whether you are evaluating EPM/CPM for the first time, modernizing an existing environment or exploring how AI can enhance your performance management capabilities, RSM’s services can help you move forward with clarity and confidence.

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RSM Canada LLP is a limited liability partnership that provides public accounting services and is the Canadian member firm of RSM International, a global network of independent assurance, tax and consulting firms. RSM Canada Consulting LP is a limited partnership that provides consulting services and is an affiliate of RSM US LLP, a member firm of RSM International. The member firms of RSM International collaborate to provide services to global clients but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmcanada.com/about for more information regarding RSM Canada and RSM International.

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