Selecting an EPM solution
Should you improve your existing solution or replace your EPM?
Difficult reporting or slow forecast updates can prompt consideration of a new tool. Before deciding, understand the causes and compare several scenarios.
By Antonio Daif· Published on 17 October 2026
Start with observable problems
“The tool is too complex” is a starting point, but it is not enough to make a decision.
Be specific: which tasks are difficult? For which users? How often? With what consequences?
Reporting delays may result from late collection, incomplete data, an overly detailed model or slow technical processing. Each cause requires a different response.
Examine four dimensions
Processes
Are steps, responsibilities and approvals clear? Do teams apply the same rules? Is the timetable realistic?
Data
Are sources reliable? Is reference data consistent? Are discrepancies identified and explained?
The application
Does the model still meet requirements? Are available features used effectively? Have changes become difficult to implement?
Operational resources
Does the organisation have the expertise and time to administer the tool, support users and maintain documentation?
Compare three scenarios
| Scenario | Situations to examine | Points to watch |
|---|---|---|
| Optimise the existing solution | Needs are broadly covered, difficulties are targeted | Check that improvements address the causes |
| Evolve progressively | New needs in particular processes or user groups | Control interfaces and the coexistence of tools |
| Replace the solution | Structural gaps, major constraints or an unsuitable technical roadmap | Include migration, data transfer and capacity for change |
Replacement may be appropriate. Its value should be compared with other options on the same scope.
Build an evidence-based decision
For each scenario, estimate costs, timing, internal resources, risks and expected benefits.
Distinguish measurable gains — fewer manual operations or shorter production cycles — from benefits that are harder to quantify, such as traceability or team autonomy.
If ROI is not your organisation’s primary decision framework, use explicit criteria: service continuity, reliability, risk control and ability to meet future needs.
Unsure whether to optimise or replace? Let’s compare options based on your usage and constraints.
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