Finance
Transformation Plus
Our innovative Management Consulting proposition, combining EPM plus ERP and Data & MI, helps our global clients to meet their Finance Transformation objectives whilst reducing overall delivery spend.
Introduction
Who we are
EPM Plus is an innovative and highly respected Management Consultancy headquartered in the UK providing Global Transformation services for over ten years, with a specialism in large scale Finance Transformation and proven track record of successful delivery across CxO functions in the Insurance, Banking and Corporate sectors.
Why EPM?
We are leaders and specialists in all areas of cloud Enterprise Performance Management (EPM) solutions, including Strategy & Architecture, Design and Implementation of Financial Management, Group Consolidation, Planning, Data Management, and Management Information (MI) & Analytics solutions.
What about the Plus?
EPM implementation is at our core but our real value add comes from combining our deep knowledge and experience of EPM with leading cloud centric deployments across Enterprise Resource Planning (ERP), Supply Chain Management, Transaction Processing, Accounting Rules, Data Management, Data Integration, Reconciliation & Controls and Financial processes.
What we offer
Unique approach
We offer high quality management and technology consulting services that you’d expect from a Big-4/Top-Tier consultancy, with a sharper, value driven and focused delivery approach, backed by a solid and proven track record of delivery success in Insurance, Banking and Corporate sectors.
Our whole team have a unique blend of deep technical knowledge, large scale Global delivery experience and individual integrity & credibility.
Our lead consultants have extensive Financial Services experience and are respected leaders in their respective domains, with an average of 20+ years of experience across industry and Big-4/Top-Tier consultancy.
Flexible model
We work in a variety of ways to best suit the client requirement:
- Client-side Advisors – working closely with you to get the most value from your business case and delivery model
- Business Consultants – helping you make the right strategic design and delivery decisions including establishing optimal operating models, and evaluating the best software and suppliers to enable them
- Technical Consultants – driving all aspects of transformation delivery from initial architecture & design to testing and transition into live operation, by leveraging our core propositions and accelerators
Our key differentiators
Industry
specialisations
- Insurance specialisation: IFRS 17, Solvency II, UK GAAP, BMA, IFRS 4, CASS 5, London Markets
- Banking and Investments specialisation: IFRS 9, FINREP, COREP, MiFID II, Oracle OFSAA
Architecture
best practice
- Global Architecture Roadmap and Design: Business Process, Applications, Data, and Cloud Infrastructure
- End-to-End (E2E) Business Architecture: Use Cases, Target Operating Model (TOM) & Process Design, Risks & Controls Frameworks, and Governance
Strategic
partnerships
- Strategic partnerships with leading software vendors
- Alliance and Implementation partnerships with market leading global consultancies
Our services and solutions
Our services cover the whole end-to-end Finance functional domain and are backed with expertise in market leading applications and technologies.
Service Offerings
Strategy &
Architecture
Envisioning the Finance Transformation strategy, architecture and delivery roadmap, aligned to the business change strategy
Design
Delivering high level and detailed designs, aligned to business requirements and use cases, to enable execution of the Transformation roadmap
Implementation
Execution and oversight of technical build, configuration and testing activities using both agile and waterfall delivery approaches
Change
Management
Management and oversight of business adoption and acceptance activities, whilst establishing the required support and service levels
Solutions
End-to-End
Architecture
End-to-end architecture capability based on major Finance Applications like Oracle and SAP, with a specialised focus on Banking and Insurance models
Enterprise Performance Management (EPM)
EPM expertise across Consolidation & Disclosures, Corporate Tax, Reconciliations, Cost Management & Allocations, and Planning, Budgeting & Forecasting
Enterprise Resource Planning (ERP)
ERP expertise across the General Ledger and Sub-ledgers (including Cost, Banking and Insurance sub-ledgers) , and the associated accounting rules engines
Data & Management Information (MI)
Deep skills in the areas of Master Data Management, Finance Data Models, Banking and Insurance Data Models, and Reporting & MI
Our innovations
Using our industry experience to accelerate client delivery
Proforma Chart of Accounts accelerates prototyping, design and implementation
Pre-defined rules for UK GAAP, IFRS 17 and IFRS 9 reduce spend and speed up delivery
Business Use Cases & Worked Examples facilitate early business adoption
Proven Master Data models encourage stability and good governance
Templates and pre-defined rules help quick and efficient technical delivery
Proforma reporting templates ensure Statutory & Regulatory Reporting needs are met
Core data models cut down time spent on business requirements and design
Our clients
We have an impressive track record of helping best in class Global clients achieve successful Finance Transformation outcomes both in the UK and internationally.
Financial Services (FS)
Corporates
