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About Enterprise Performance Management
Enterprise Performance Management (EPM) software helps you analyze, understand, and report on your business.
EPM refers to the processes designed to help organizations plan, budget, forecast, and report on business performance as well as consolidate and finalize financial results (often referred to as “closing the books”). EPM solutions are primarily used by CFOs and the office of finance, while other functional areas, such as HR, sales, marketing, and IT, use EPM for operational planning, budgeting, and reporting.
Why is Enterprise Performance Management important?
EPM benefits to companies are
• Improved focus on cost & profitability
• Simplified analysis and financial reporting -
• Enhanced Enterprise Data Management and governance
• Centralizing finance processes for a self-service end-user experience
• Streamline account reconciliation
• Drive accurate and agile integrated plans
• Manage and drive profitability
• Align tax reporting with corporate financial reporting
• Satisfy all your reporting requirements
• Manage change with enterprise data management
Who should take the Enterprise Performance Management Exam?
• Senior professionals
• Business owners
• Entrepreneurs
• Innovators
• Anyone who wants to improve their management skills
• Anyone who wants to learn how to effectively manage an individual or team's performance
• Anyone looking to boost engagement and their work culture
• Anyone looking to become a stronger leader
• Managers and senior executives
• Consultants
• Anyone interested in performance management
Enterprise Performance Management Certification Course Outline
1. Organizational Strategy
2. Organizational Structure
3. Operational Process
4. Performance Management Frameworks
5. Employee Assessment Systems
6. Profitability and Cost Management
7. Enterprise Data Management
8. Quality Management
9. Leadership
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Courses and practice exams developed by qualified professionals.
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Easy-to-follow content with practice exams and assessments.
Join a global community of professionals advancing their skills.
Definitely—strategic planning, analytics, and performance management are core CFO competencies
Financial Analyst, EPM Consultant, Business Performance Manager, Strategy Analyst, Corporate Controller
Some familiarity is beneficial but not mandatory—concepts and tool overviews are covered in the course
Yes, especially for those involved in business performance management or strategic planning
Yes, it is ideal for professionals helping organizations implement or optimize EPM frameworks
Yes, the curriculum aligns with globally accepted performance and reporting standards
Yes, applied scenarios in financial modeling, KPI tracking, and performance reviews are included
It focuses on business processes and decision-making rather than deep programming or IT skills