Define what matters, compare EPM vendors consistently, and use AI-assisted analysis to build a shortlist backed by evidence — not guesswork.
Define what matters to your organization. Our platform applies your priorities across a structured, multi-source evaluation to identify and compare the EPM solutions that best align with your needs.
Step 1
Define Your EPM Requirements
Identify the business, functional, and technical capabilities your organization needs across planning, forecasting, consolidation, reporting, analytics, integration, and other EPM areas.
Step 2
Set Your Evaluation Priorities
Assign importance to each requirement based on your business objectives. Your weighting ensures the evaluation reflects what matters most to your organization.
Step 3
Configure Source Weightings
Adjust the influence of Central Assessment, your requirements, analyst research, consultant insights, industry perspectives, and verified vendor information.
Step 4
Build Your Evaluation Profile
Your requirements, priorities, and source weightings come together to create an evaluation profile specific to your organization and its EPM needs.
Step 5
Evaluate EPM Vendors
The platform applies your evaluation profile across EPM vendors using standardized criteria, multiple information sources, and AI-assisted analysis to calculate overall fit.
Step 6
Review, Compare and Decide
Explore vendor scores, strengths, gaps, criteria-level comparisons, and supporting rationale to identify the best-fit platforms and build a defensible shortlist.
Step 1
Define Your EPM Requirements
Identify the business, functional, and technical capabilities your organization needs across planning, forecasting, consolidation, reporting, analytics, integration, and other EPM areas.
Step 2
Set Your Evaluation Priorities
Assign importance to each requirement based on your business objectives. Your weighting ensures the evaluation reflects what matters most to your organization.
Step 3
Configure Source Weightings
Adjust the influence of Central Assessment, your requirements, analyst research, consultant insights, industry perspectives, and verified vendor information.
Step 4
Build Your Evaluation Profile
Your requirements, priorities, and source weightings come together to create an evaluation profile specific to your organization and its EPM needs.
Step 5
Evaluate EPM Vendors
The platform applies your evaluation profile across EPM vendors using standardized criteria, multiple information sources, and AI-assisted analysis to calculate overall fit.
Step 6
Review, Compare and Decide
Explore vendor scores, strengths, gaps, criteria-level comparisons, and supporting rationale to identify the best-fit platforms and build a defensible shortlist.
Move beyond individual product presentations and generic feature lists. Get a consistent view of shortlisted vendors across the criteria you define, so stakeholders quickly understand where each solution stands.
Compare vendors based on the priorities defined by your organization.
Compare vendors based on the priorities defined by your organization.
Compare vendors based on the priorities defined by your organization.
Compare vendors based on the priorities defined by your organization.
Traditional software evaluations quickly become fragmented across spreadsheets, presentations, research documents, and individual scoring models. Our approach brings the key elements of evaluation into one structured process.
✕ Spreadsheet-based evaluation
✕ Manual scoring
✕ Generic evaluation criteria
✕ Equal importance across criteria
✕ Research across multiple sources
✕ Difficult vendor comparisons
✕ Static findings
✓ Centralized evaluation criteria
✓ Business-specific priorities
✓ Multi-source perspective
✓ AI-assisted analysis
✓ Side-by-side insights
✓ Evidence-backed evaluation
✓ Decision-ready reports
Define your requirements, prioritize what matters, compare the right vendors, and build a shortlist supported by a structured evaluation process.
