WHY ENTERPRISE PROFIT MANAGEMENT
Integrate siloed data to get a complete view of profitability
Every company has multiple production systems with data in silos and often incompatible. Our Enterprise Profit Management (EPM) platform integrates all data from production systems, providing a complete view of profitability down to individual customers, products, and operations.
WHY ENTERPRISE PROFIT MANAGEMENT
Integrate siloed data to get a complete view of profitability
Every company has multiple production systems with data in silos and often incompatible. Our Enterprise Profit Management (EPM) platform integrates all data from production systems, providing a complete view of profitability down to individual customers, products, and operations.
Platform Modules
Base Module
Our Base Module is a native cloud decision support product built to analyze all operating costs and revenue information at the invoice line level of every transaction. This module generates a comprehensive profit landscape across all customers, products, and operations.
Supply Chain Module
Our Supply Chain Module adds the full balance sheet from the general ledger, period inventory data (SKU/location), and all purchasing data (purchase orders and receipts). This module creates return on invested capital for every customer, product, and operating asset.
Enterprise Module
Our Enterprise Module uses corporate-level chart of accounts with detailed exclusions—and crosswalk tables for customers, suppliers, and SKUs—to go beyond the limitations of transfer pricing between legal entities under the corporate umbrella. This module provides fully integrated profit visibility across all corporate structures.
Budgeting Module
Our Budgeting Module uses machine learning and AI to create an invoice line-level budget based on the budgeted revenue and costs from existing systems. This module provides comprehensive budgeted variance at every period with significance testing across multiple variables—ensuring the FP&A team is responding quickly to legitimate variances and is not overwhelmed with data.
Forecasting Module
Launching 2024
Our Forecasting Module creates a rolling 18-period forecast, updating every period with current trends and management inputs.
Use this forecast in multiple scenarios for sensitivity testing and planning. Selected output from this module can be used to feed the Budgeting Module.
Quote/RFP Module
Launching 2024
Our Quote/RFP Module uses machine learning to create pricing and profitability models for all quote/RFP requests, dynamically comparing each quote to the closest existing customer in the customer base.
See recommended quote/RFP pricing and terms based on best practices. Multiple scenarios are available for sensitivity testing and profit forecasting. More importantly, all accepted RFPs will be monitored for performance vs. actuals over time with quarterly performance reporting.