This course walks you through an Enterprise Performance Management (EPM) framework to help you understand the main components and processes of EPM and how they interrelate with one another. It covers the four cornerstones of EPM as well as the glue that holds it all together, where each one answers a common business question, including:
-“Where are we right now?” (Statutory and management consolidation and reporting)
-“Why did we get the results we got?” (Business analytics)
-“Given what we know, what’s the next best thing to do?” (Financial what-if modeling)
-“Who is on the hook to do what, by when?” (Budgeting, planning and forecasting)
-“Are we doing this the right way?” (Financial systems governance and data quality)
This introduction will show EPM as a holistic business process that helps Finance partner with operations, marketing, sales, and all other areas of the business to help them garner new business insights, make fact-based decisions, and better deploy resources.
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Identify the five main components of Enterprise Performance Management (EPM)
- Discover what business questions each EPM component answers
- Recognize the ‘glue’ that brings together EPM processes
- Identify the business value of EPM as a holistic process
Last updated/reviewed: March 7, 2024
(20) Reviews
(8 rating)
happy to pass the exam at one time, Great and thanks you.
Good instructor and very informative. Gives a good overview of what should be considered.
The title is misleading, I thought the instructor was going to talk more about the concern of the CFO in running the organization, new technology adoption etc.
I especially appreciated the David Foster Wallace commencement speech at the end.
Direct, easy to understand slides and notes make this a valuable course.
Spot on, easier to identify these mistakes while harder to consistently avoid.
Excellent course for helping refresh what most of us learned in Intermediate Accounting. Content is good and well delivered. My only complaint is the sound quality isn't great in a couple of the modules and should be redone.
Clear, concise very well presented. Recommend for Senior Managers.
Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.
Course should be labeled as text only. The only portion that is video format is the VBOA introduction.
I appreciate all of the practice. Lot's of problems help to develop proficiency at speed.
Good accounting class that serves as a refresher for accounting basics.
Great tips for Excel! Instructor has a very energetic and entertaining style!
Very insightful. I'll keep an eye out for her other content.
Overall great webinar. It would be helpful to reduce the number of abbreviations in the slides though.
It seemed that slides were not in order. For example, the review of the first question was not presented until the final section. Also, 120/240 equals 50% not 240/120, which equals 2, as shown on the slides.
Good course!
Excellent course
l like learn about this course and subject We will follow full courses for an intense love thank you very much
Great Course...
Lesson Questions and Answers0 Questions
INTRODUCTION and OVERVIEW
Introduction to EPM
- From Strategy to Debate 6:35
- From Debate to Commit 7:20
- From Data to Knowledge 5:04
- From Knowledge to Insight 5:57
- From Insight to Action and Bring it all Together 6:09
CONCLUSION
Continuous Play
SUPPORTING MATERIALS
- Slides: Introduction to Enterprise Performance Management (EPM) PDF
- Introduction to Enterprise Performance Management (EPM) Glossary/Index PDF
REVIEW and TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
Ask the instructor a question about this lesson