EPM & FP&A Platform Modernization
Demand cluster · EPM Modernization
Driver-based planning that survives the next reorg.
We modernize enterprise performance management and FP&A platforms — Anaplan, Workday Adaptive, OneStream, Pigment, Oracle EPM Cloud, Hyperion, TM1, Longview, Planful — vendor-neutrally and with the governance discipline finance leaders are explicitly hiring for in 2026.
Audience:
- VP FP&A
- Controllers
- EPM Centers of Excellence
- Finance transformation leads
Spreadsheets, stranded models, and selection paralysis
Hiring CFOs and FP&A leaders are calling out the same issues: forecast cycles that take weeks, models scattered across owners, EPM platforms underused or chosen for the wrong reasons, and migration projects that stall after the first business unit. We bring the design, the governance, and the platform fluency to fix it.
- Driver-based planning that lives in Excel because the EPM platform was never made to feel like Excel
- Multiple EPM platforms inherited from M&A, with no roadmap for consolidation
- Long-Range Plan, AOP, rolling forecast, and scenario all built three different ways by three different teams
- Migration projects (Hyperion → Oracle EPM Cloud, Adaptive → Anaplan, Anaplan → OneStream) that lose momentum mid-stream
Our approach
We start with the planning model — drivers, dimensions, calendar, ownership — and only then talk platform. We've delivered on every major EPM tool in the market and stay deliberately vendor-neutral so the answer is the right one for your business.
Planning model design
Driver-based, scenario-ready, board-defensible. Three-statement, capital, workforce, and revenue planning aligned end-to-end.
Platform selection
Vendor-neutral evaluation across Anaplan, OneStream, Adaptive, Oracle EPM Cloud, Pigment, and Planful — scored against your actual workload.
Migration & consolidation
Hyperion to Oracle EPM Cloud, Adaptive to Anaplan, Anaplan to OneStream — with parallel runs and audit trails.
Integrations & data
ERP-to-EPM data flows, hierarchy management, allocations, intercompany — built on the same MDM and semantic-layer principles we use across our finance practice.
AI in the EPM stack
Predictive forecasting, anomaly explanation, and natural-language commentary embedded in the platform — with controls aligned to our AI-Powered Finance practice.
Reporting & dashboards
Board pack, AOP variance, rolling forecast, and KPI dashboards in Power BI, Tableau, or platform-native — with one trusted source.
Platforms we work in
We're certified, experienced, or actively delivering on the platforms enterprises are evaluating today.
- Modern EPM: Anaplan, Workday Adaptive Planning, OneStream, Pigment, Planful
- Legacy & Oracle stack: Oracle EPM Cloud, Hyperion, TM1, Longview, Essbase
- Source ERPs: SAP S/4HANA, Oracle Fusion, NetSuite, Workday, Federal financial systems
- Data & integration: Snowflake, Databricks, Boomi, MuleSoft, Fivetran
- BI & reporting: Power BI, Tableau, Looker, Mode
- AI / predictive: Anaplan PlanIQ, OneStream Sensible ML, Azure ML, Vertex AI
Outcomes we measure
EPM is judged on cycle time, accuracy, and trust. We commit to all three.
- ↓ — Forecast cycle time from weeks to days
- ↑ — Forecast accuracy vs. baseline (MAPE / WAPE)
- ↑ — % of plans built on shared driver models, not isolated workbooks
- Single — Source of truth across LRP, AOP, and rolling forecast
Why Artisan Analytix for EPM modernization
Our finance leadership combines top-tier credentials (Harvard / Wharton, FinOps, TBM, Six Sigma) with hands-on delivery across federal and commercial finance transformation programs. We bring the governance and audit discipline of the federal world into commercial EPM — and the speed of commercial planning into federal modernization.
- Vendor-neutral — no platform reseller incentive bending the recommendation
- Pairs with Finance MDM & Data Foundation so the planning model is built on trusted hierarchies
- Pairs with AI-Powered Finance for embedded predictive and narrative AI
- Federal credibility: ISO-certified delivery, audit-grade documentation, $100M+ program track record
Frequently Asked Questions
Should we replace Hyperion or migrate to Oracle EPM Cloud?
It depends on the planning model, the integration footprint, and your appetite for parallel migration. We run a structured short-cycle evaluation that scores the platforms against your actual planning workload and produces a defensible recommendation.
Can you operate the platform after go-live?
Yes. We deliver managed-service models for ongoing model administration, period close support, and continuous improvement.