Services

Performance Management Expert Services

“We realized that we were making a ‘once in a decade’ choice – with the money and effort we were planning to invest, we could not afford a misstep. ” Millipore Sigma

A new budgeting, planning, and reporting solution can provide significant benefits, but it requires a sizeable investment of resources coupled with a high level of risk. Our services are designed specifically to minimize work disruption and reduce the risk, cost, time, and effort required.

Join the hundreds of companies of all sizes, across all industries, who have added BPM Partners to their teams to ensure a successful outcome for this high visibility mission-critical project. Let us help you get it right the first time.

Learn more: Vendor Selection, Finance Transformation, Deployment

Vendor Selection Best Practices eBook

What we do: We streamline your transition to a modern, easy to use, collaborative planning and reporting solution, owned by Finance, that shortens planning and closing cycles, reduces errors, supports more frequent forecasting and simplified scenario planning, and enhances management, legal, and ad hoc reporting.

How we do it: As an extension of your team we bring 30+ years of CPM experience, a proven methodology, proprietary tools and research, to guide your budgeting, planning, and reporting project from detailed requirements to successful roll-out. We ensure that you select and implement the right product, at the best price, while minimizing risk and maximizing buy-in and adoption.

What are you waiting for?

“BPM Partners brought direction and focus with a process that ran like a well-oiled machine, introduced a vendor we hadn’t considered that we ended up selecting, and ensured we got the best price.” TruStone Financial

Let us put you on the road to performance management success.

Key Benefits

We engage your stakeholders early to ensure widespread adoption later.

We were able to ensure that we developed a thorough understanding of end-users needs and expectations, allowing us to build buy-in at an early stage, thereby reducing project risks. CGG Services

We guide you to the best vendor options for your unique requirements.

They were able to bring two vendors to the table that were not previously on our radar, one of which ended up being the solution we moved forward with. Milwaukee Tool

We run a comprehensive and fair evaluation that leads to a clear choice.

One of the key benefits BPM Partners brought to the table was assisting us in fleshing out our Proof of Concept. In the end BPM Partners helped us to accomplish our objective of choosing the best vendor to meet our needs. CSAA Insurance

We make sure you get the best possible price for the software and services.

The guidance and assistance BPM Partners provided helped us develop a negotiation strategy that secured pricing with the vendor that we would not have been able to obtain ourselves. This savings more than paid for BPM Partners’ services. Meridian Lightweight Technologies

We enable you to be up and running for your next budgeting or reporting cycle.

Without BPM Partners keeping us on track and driving the process to completion, we would likely not have completed the process in as timely or successfully a manner as we ultimately did. WellPet

We instill confidence in the process and results to eliminate second-guessing.

BPM Partners provided structured processes, tools, contacts, expertise and insight into the vendors that we didn’t have in house. Their guidance and processes were tremendously valuable in achieving a decision that all of our key stakeholders could own. HCC Insurance Holdings, Inc.

Solution Areas

Budgeting & Planning

Does your annual planning cycle take too much time and effort for too little return? Do you need to escape from Excel hell?

Operational Analytics

Is there a lack of effective planning and analysis outside of Finance? Are you unable to track the fully-burdened profitability of clients, products, and business units?

Consolidation & Reporting

Are you still striving to attain ‘one version of the truth’? Is it a challenge for users to create new reports and perform ad-hoc analysis?

Performance Dashboards

Struggling to achieve strategic alignment across your organization? Are departments out of sync with each other as well as the corporate goals?

VENDOR SELECTION

Vendor Evaluation Services Brochure (PDF)

View VENDOR SELECTION Services

DEPLOYMENT

Deployment Services Brochure (PDF)

View DEPLOYMENT Services

… With BPM Partners experts we were able to ensure that we developed a thorough understanding of end-users needs and expectations, allowing us to build buy-in at an early stage and undertake a more efficient vendor selection and implementation process. …

Alan ClintCorporate Performance Manager

… BPM Partners brought a vendor to the table that we didn’t know about, which ultimately met both our business and financial needs more closely than the options we were previously considering …

Alex CalderCorporate Controller

BPM Partners gave us exactly what we were looking for, and provided a valuable level of BPM expertise that companies just do not have internally.

Amanda HutchinsFinance Manager

“I was genuinely impressed with the willingness of BPM Partners to have a no obligation call where I could describe my business issues, receive selected pieces of expert guidance and industry perspective, and learn more about potential solutions.”

Budgeting Manager

… With the services provided by BPM Partners, we are confident that we arrived at a faster conclusion of our BPM initiative than if we had done it alone.

Christine TorracaDirector of Informatics

BPM Partners further educated us on the budgeting market, vendors and their offerings, so that we could take a huge list of options and confidently choose the right package for Latham & Watkins.

David SocherController

… In the end BPM Partners helped us to accomplish our objective of choosing the best vendor to meet our needs.

Felicia LevyPlanning Manager

BPM Partners provided the guidance and structure needed for us to feel confident we came to the right conclusion for our company.

Jep LarkinSenior Vice President and Controller

Ultimately we got more than we expected and the benefit we received from your services greatly outweighed the cost. BPM Partners proved invaluable in getting our project on track …

Jim Adamson Manager Budget & Forecast

BPM Partners skillfully guided our discussions regarding our business requirements and their knowledge of the space was invaluable saving us a great deal of time.

Joanne DiazSenior Director, Financial Reporting

… I am confident that if we would have engaged BPM Partners earlier, we would have selected our optimal BPM vendor faster and with greater confidence that we were making the right decision for our business.

John BuraczykIT Director

We appreciated the fact that there was one senior consultant to deal with and not an army of consultants. In addition, the level of access and speed of response received from BPM Partners … was very beneficial to us.

Leisel Davis-SeepaulManager, Management Reporting & Planning

BPM Partners provided structured processes, tools, contacts, expertise and insight into the vendors that we didn’t have in house. Their guidance and processes were tremendously valuable …

Mark Alan Buechler Vice President - Financial Reporting

BPM Partners provided outstanding service and I only wish we had found them sooner!

Mike DavisDirect of Health System Finances

BPM Partners helped us … validate the vendors we were looking at, as well as assist us in obtaining a significantly better price from our vendor of choice than previously offered.

Norm SturdevantVice President - IT North America

… The knowledge [BPM] shared during Engagement Management about how to bring the best resources to bear on our project helped maintain project momentum and minimize rework.

Ray Andrews Vice President and Chief Accounting Officer

BPM Partners’ resources allowed us to evaluate a larger range of vendors than we could have solely using our internal staff. Their methodology helped us to quickly identify the software vendors with the best fit for our requirements.

Rich PeavlerManager, Planning and Reporting

… As the project progressed we appreciated how [BPM] provided direction and feedback along the way, but then stood back and allowed us to make the final decisions. They were a great value for the money.

Robert Reany Business Analyst

Without … BPM Partners, we would have had difficulty arriving at the right vendor to suit our needs. … We were making a ‘once in a decade’ choice – with the money and effort we were planning to invest, we could not afford a misstep.

Robert TonsmeireVice President - Finance

… BPM Partners provided the expert guidance, structured processes, and valuable vendor insights and relationships we needed to meet our timeline and feel confident with the end result.

Roger ReilingVice President and Controller

We found BPM Partners’ independent, in-depth knowledge of the various vendor product’s strengths, weaknesses and unique features to be extremely valuable. …

Russell SincoVice President, Special Projects

BPM Partners’ objectivity, analysis capabilities and ability to quickly grasp our business helped ensure we made an informed vendor decision based on our unique business requirements. …

Scott MayAssistant Controller

One of the main strengths BPM Partners brought to the project was their depth of business performance management expertise.

Stephen GarciaVice President - Finance

The personnel from BPM Partners were flexible, accommodating, timely and provided just the right level of support. They were also a good value for the money.

Sujay NelsonIS Manager, Business Solutions Team - Finance

… BPM Partners … helped us develop a negotiation strategy that secured pricing with the vendor that we would not have been able to obtain ourselves. This savings more than paid for BPM Partners’ services. …

Troy AngstDirector, Financial Reporting and Analysis

Expert Consultation

Still in the research and planning stage of your performance management project? Schedule a free expert session and get all your pressing questions answered.

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