Expert Guidance for Corporate Finance Teams

Aegis Advise team members have performed more than 250 implementations of CPM software throughout their careers.

Certainly! At Aegis Advise, our top priority is serving our clients' needs. We offer comprehensive support in licensing and pricing negotiations to ensure our clients receive the most favorable terms. With our extensive experience collaborating with numerous CPM software vendors, we excel at securing advantageous agreements on behalf of our clients.

Integrations are critically important while all too often a footnote in the evaluation and selection process.  The ability to extract, transform and load data from source systems like ERP, CRM and others should be high on the list of requirements.  Not only that, CPM systems have varying ability to automate the integration capability.  

The primary reasons CPM system implementations fail are as follows:

• Inadequate definition of goals and objectives for the new system
• "Going it alone" on the implementation and not having an experienced partner guide the project
• Lack of focus by the implementation team
• Etc. 

These terms can be used more or less interchangeably.  Years ago, the category was simply known as Budgeting and Planning Software.  As the category became more mature and differentiated, the term "Corporate Performance Management" software became more popular.  More recently, the term "Enterprise Performance Management" software is in vogue, particularly among software vendors who are targeting the larger enterprise market.  

Yes, we are happy to provide reference clients at the appropriate time in the engagement cycle.  We are fortunate to receive a number of referrals from existing clients, which is a testament to the value we deliver.

While we work with companies across a broad range of industries, many of our clients come from very competitive markets such as software (SaaS), life sciences and manufacturing.

The decision of whom to select for your implementation rests entirely in your hands. While we are confident that our capabilities will inspire your trust throughout the assessment process, it remains your prerogative to choose a system and determine an implementation partner, or not. There might be instances where we suggest a solution provider who is not affiliated with us. In such cases, we may refer you to a reputable implementation consultancy.

To determine whether we can onboard new clients for support services, a consultation is necessary. Unfortunately, it is not uncommon for CPM systems to be improperly implemented. As a standard practice, we recommend conducting an assessment to evaluate whether optimization measures or, in certain instances, a re-implementation is necessary. If we provide these services, we are fully committed to backing our work with ongoing support.

Certainly! We are more than happy to offer demonstrations of our partner solutions. To ensure that the demo is tailored to your specific requirements, we kindly ask for an initial complimentary consultation. During this consultation, we will actively listen to your challenges and objectives, enabling us to customize the demo to address your distinct pain points and goals.