Design. Build. Deploy. Support.

Align Planning with Cloud Performance Management Solutions

Assess

Analyze your processes and the market for the ideal planning solution that best fits your organization.

 

Implement

Analyze your processes and the market for the ideal planning solution that best fits your organization.

 

Optimize

Reassess and enhance your solution to fit with changing business needs / new solution capabilities.

Support

Support post-go-live to address functionality questions, train new members, and ensure success.

The CPM Experts

Grow with Aegis Advise

250 +

CPM Implementations

25 Years

CPM Industry Experience

4

Team members

3000 K

Global Revenue

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Founder

Dallas Moody

Dallas was Vice President at one of the premier Workday Adaptive Planning partners from its early stages to an organization that served over 700 customers (roughly 10% of their customer base) through its sale to a large Workday partner.  He is a Certified Public Accountant in the State of Massachusetts (License Dormant) and has been in the financial advisory and financial systems consulting space for over 18 years serving clients worldwide in deploying technology, guiding them in data integrations, and assisting with other technical accounting matters in their planning process.

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Colleague

David Phillips

I had the pleasure of working with Dallas at Carlson Management Consulting, a 3-time award winner of the BBJ Fast 50.  Dallas had an incredible reputation among clients and industry professionals for his depth of knowledge and dedication to client success.

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Businesswoman

Person name

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Our Customers

Your Partner for Planning Success

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Why you should partner with

Aegis Advise

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