EPM Advisory, expertise from ADF Advisory
Improve reporting reliability, accelerate forecasts and consolidated accounts, make sound EPM choices.
We support finance teams in improving their performance management processes, from assessment and process redesign to tool selection and implementation.
What we hear
Challenges you may recognise
“We need ten days after close to produce reports that no one has time to analyse.”
“The budget lives in forty Excel files consolidated by hand.”
“ERP and reporting figures never reconcile on the first attempt.”
“Updating a forecast when the business changes takes three weeks of work.”
“Our EPM tool is in place, but teams still work outside it.”
“We see impressive demonstrations, but how do we truly compare them?”
EPM(Enterprise Performance Management) refers to the processes and tools used to prepare budgets, update forecasts, analyse results and manage performance.
Expertise
Three ways we help
Financial performance management assessment
An independent, structured review of your reporting, budgeting and forecasting processes to identify exactly where to act first.
Find out more02Scoping and selecting an EPM solution
Prepare and manage the selection of a planning, consolidation or reporting solution based on your actual needs, not sales demonstrations.
Find out more03EPM project support
Business-side support to help your EPM project deliver as planned: clear rules, reliable data, controlled acceptance testing and prepared users.
Find out moreAround 5 minutes
How is your financial performance management doing?
Ten questions across five dimensions: data reliability, processes, forecasting, tools and governance. Share your contact details to view your result.
Method
Understand, prioritise, scope, support
- Step1
Understand
Interviews and reviews of files, flows and schedules: we start with how you actually work.
- Step2
Prioritise
Separate quick wins from longer-term initiatives and quantify what can be measured.
- Step3
Scope
Translate needs into business rules, requirements specifications and selection criteria.
- Step4
Support
Stay alongside Finance through implementation, acceptance testing and adoption.
Antonio Daif helps finance teams develop their processes and information systems. Formerly a consulting director at a major firm, he has extensive experience combining consulting and information systems integration.
His approach connects strategic priorities with operational realities to improve data reliability, simplify working practices and support informed decisions.
Explore his backgroundA project, a question or doubts about your tools?
Describe your situation in a few lines and we will discuss it together.
Let’s discuss your project