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EPM Make it Simple

EPM Make it Simple is our fast adoption and alignment method for Financial Planning and Analysis (FP & A), supported by Oracle and SAP. FP & A requires different elements to generate sustainable results, which are not always obtained in a traditional implementation process.


  • EPM Basic Principles

  • EPM Administration

  • EPM Reports

  • Basic Modeling for Planning and Budgeting

  • Advanced Modeling for Planning and Budgeting

  • Financial Close

  • Financial Consolidation

  • Intercompanies

Acelerated Enablement 

  • Planning and Budgeting

  • Consolidation

  • ROIC Real Time Value


We have adapted the IMA Management Accounting Competency Framework so that management accountants are actively involved in planning and decision-making, creating a complete EPM implementation that offers an enriched experience in financial reporting and control.


This framework is not only used as guidance for talent management and career development within the profession, but as a basic structure to perfect a failed implementation of EPM.


In our approach, we follow the Principles of Management Accounting.


They are a set of statements that describe the values, qualities, rules and fundamental features to which the management accounting professionals should aspire and which represent the best practices.



There are three fundamental principles, backed by the professional values ​​of management accountants.



1. Communication with impact
Objective - Lead better decisions about the execution of the strategy at all levels. This involves communicating the results of scenario analysis in a way that suits the decision being considered, as well as decision makers (or other audiences). It requires breaking down the complexity and transparency about how the conclusions have been reached.



2. Modeling value creation
Objective - Simulate different scenarios that demonstrate the cause and effect relationships between inputs and results. This requires a thorough knowledge of the business model and a broader macroeconomic environment. It involves the analysis of information along the trajectory of value creation, the evaluation of opportunities within this context, and a focus on the risks, costs and value of possibilities.



3. Preparation of relevant information
Objective - Ensure that organizations plan their information needs by creating tactics for their execution. This involves the identification, collection, validation, preparation and storage of information. It requires achieving an adequate balance between: • Past, present and future-related information. • Internal and external information. • Financial and non-financial information.

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