Enterprise Performance Management Consulting

Smarter Planning, Faster Financial Decisions

Umberto's EPM specialists implement and optimise Anaplan, Oracle EPM and Hyperion solutions — replacing slow, error-prone spreadsheet processes with automated, integrated planning and forecasting frameworks that enterprise finance teams rely on.

Talk to an EPM Specialist
What We Do

Enterprise Performance Management Consulting That Drives Results

Large organisations face a common challenge: financial planning processes are fragmented across spreadsheets, disconnected systems and manual consolidations — resulting in slow budget cycles, unreliable forecasts and limited visibility into business performance. Umberto's EPM practice solves this at the root.

Our certified consultants design, build and support EPM solutions on the platforms your organisation already uses — or help you migrate to best-in-class modern tools. From Anaplan Connected Planning to Oracle EPM Cloud and Hyperion Financial Management, we deliver end-to-end implementations that automate budgeting, accelerate forecasting and consolidate management reporting across business units and geographies.

We work embedded within your finance and IT teams, ensuring knowledge transfer and self-sufficiency so that your organisation owns the solution long after the project closes.

  • Certified Anaplan, Oracle EPM and Hyperion implementation expertise
  • Driver-based planning models that reduce budget cycle time by up to 60%
  • Full training and knowledge transfer ensuring organisational self-sufficiency
Finance team reviewing EPM dashboards and planning models
Why It Matters

Key Benefits of Our EPM Support & Solutions

Modern EPM transforms finance from a reporting function into a strategic planning partner for the entire organisation.

Faster Planning Cycles

Driver-based models and automated consolidation slash budget and forecast cycle times from weeks to days — freeing finance teams for analysis rather than data assembly.

Scenario Modelling

Model best, base and worst-case scenarios in real time — enabling leadership to make informed, data-backed decisions when conditions change rapidly.

Consolidated Reporting

Single-version-of-the-truth reporting across all entities, business units and currencies — eliminating reconciliation errors and off-cycle reporting requests.

Real-Time Forecasting

Rolling forecast models that update automatically from source systems — giving executives an always-current view of financial trajectory without manual intervention.

Cross-Departmental Alignment

Connected planning platforms bring HR, Operations, Sales and Finance onto a single integrated model — breaking down silos and ensuring every plan is operationally coherent.

Regulatory Compliance

Audit-trail functionality, role-based access controls and compliant financial consolidation ensure your EPM solution meets IFRS, GAAP and internal governance requirements.

Our Capabilities

EPM Solutions We Deliver

Deep technical expertise across the leading EPM platforms — from greenfield implementation to optimisation and ongoing support.

Anaplan Model Building & Support

Certified Anaplan architects design and build multi-dimensional planning models for P&L, balance sheet, cash flow, workforce and sales — with full documentation and user training included.

Oracle EPM Cloud Implementation

End-to-end implementation of Oracle Planning, Financial Consolidation & Close (FCCS), Account Reconciliation and Narrative Reporting — configured to your chart of accounts and reporting hierarchy.

Hyperion Financial Management

Upgrade, optimisation and ongoing support for Oracle Hyperion HFM and Planning — including rule maintenance, metadata changes, SmartView integration and migration pathways to the cloud.

Driver-Based Planning

Replace input-based budgets with intelligent, driver-based planning models that link operational KPIs directly to financial outcomes — making plans more accurate and significantly faster to produce.

Workforce & Capex Planning

Granular workforce planning models covering headcount, compensation, benefits and FTE forecasting, alongside capital expenditure planning modules integrated with your fixed asset register.

Management Reporting Dashboards

Executive and board-level dashboards surfacing KPIs, variance analysis, rolling forecasts and scenario comparisons in real time — connecting directly to your EPM platform data source.

Our Process

How We Deliver Your EPM Solution

A structured five-phase delivery methodology proven across enterprise EPM implementations.

01

Business Requirements Analysis

Structured workshops with finance, FP&A and IT stakeholders to document current-state processes, pain points, reporting requirements, data sources and system integrations — forming the foundation of the solution design.

02

Solution Architecture

Our architects design the model structure, dimension hierarchies, business rules, integration architecture and security framework — producing a detailed Technical Design Document reviewed and signed off before any build work begins.

03

Build & Configure

Iterative sprint-based development with fortnightly demos and feedback sessions — ensuring the solution evolves in line with stakeholder input, reducing rework and delivering value incrementally throughout the build phase.

04

UAT & Training

Comprehensive User Acceptance Testing with finance team sign-off on all scenarios, followed by structured training programmes — including administrator guides, user manuals and live training sessions — to ensure confident adoption.

05

Go-Live & Support

Managed go-live with hypercare support during the first planning cycle, transitioning to an ongoing managed service or retained advisory model — providing model administration, enhancements and platform upgrades as your business evolves.

Why Choose Us

Why Finance Leaders Choose Umberto for EPM

Certified Platform Expertise

Our team holds active certifications across Anaplan, Oracle EPM Cloud and Hyperion — not just implementation experience, but deep product knowledge that enables us to design elegant, maintainable solutions that your internal team can own and operate independently.

Finance-First Thinking

We employ qualified finance professionals alongside our technical consultants — meaning we understand the accounting, FP&A and management reporting requirements behind the numbers, not just the technical configuration. This dual expertise produces solutions that are both technically sound and practically useful.

Long-Term Partnership Model

We do not simply implement and exit. Umberto's managed service and advisory retainer options mean we grow with your organisation — adapting models to new business structures, supporting annual planning cycles and providing strategic input as your EPM programme matures.

Got Questions?

Frequently Asked Questions

Umberto's EPM practice covers Anaplan (all modules including Financial Planning, Workforce Planning and Supply Chain), Oracle EPM Cloud (Planning, Financial Consolidation & Close, Account Reconciliation and Narrative Reporting), Oracle Hyperion Planning and Financial Management (on-premise and cloud), and IBM Planning Analytics (TM1). We can also provide advisory support on platform selection if you are yet to choose a solution.

Our EPM work is most suited to mid-market and enterprise organisations with revenues of £50 million or above, typically with finance teams of 10 or more people and planning processes that span multiple business units, entities or geographies. That said, we have successfully delivered Anaplan implementations for high-growth scale-ups preparing for their first structured FP&A process. We are happy to assess whether EPM is the right fit for your organisation during a free initial consultation.

A focused single-module implementation — such as a P&L planning and rolling forecast model on Anaplan — typically takes 10 to 16 weeks from requirements sign-off to go-live. A full multi-module programme covering financial planning, workforce, capex and consolidation is typically 6 to 12 months depending on organisational complexity and the number of integrations required. We phase delivery to ensure value is delivered early in the project rather than waiting until the end.

Yes — training is a core deliverable of every engagement, not an afterthought. We provide role-based training covering end users (finance business partners and planners), power users (model administrators) and technical administrators. Training is delivered through a combination of live workshops, recorded video sessions, written user guides and sandbox practice environments. Our goal is that your team can independently manage and evolve the solution after go-live.

Post go-live, we offer three levels of ongoing support. A standard support helpdesk covers break-fix and minor configuration changes on a ticketed basis. A managed service retainer provides a dedicated Umberto resource for a set number of days per month — handling model maintenance, enhancements and platform updates proactively. A strategic advisory engagement adds FP&A consulting alongside the technical support, helping your finance team evolve the EPM programme in line with business strategy. We recommend the right level based on your team's capabilities and roadmap.

Ready to Transform Your Planning & Forecasting?

Speak with an Umberto EPM specialist to explore how we can accelerate your planning cycles, improve forecast accuracy and give leadership the real-time visibility they need.

Book an EPM Consultation