Posts

BPM Partners Best Content of 2025

/in /by BPM Partners

Craig Schiff , President and CEO, BPM Partners

Overview

As we prepare our 2026 research, buyers guides, webcasts, and whitepapers, we wanted to make it easier for you to find all of our existing 2025 content. This blog entry brings together the best of our content from the past year. If you are looking to get caught up on the latest in BPM/CPM/EPM, AI, FP&A, Financial Consolidation and Reporting this is a great place to start.

AI

AI Evolution in Finance Drives a Productivity Revolution: This white paper looks at the evolution of AI in CPM and the benefits to Finance at each stage. Agentic AI has the potential to greatly enhance productivity and this report will examine this as well as the ROI implications. Request whitepaper

AI in CPM Interview with theCube + NYSE WIRED: In this interview from the New York Stock Exchange, Craig Schiff joins theCUBE’s John Furrier for the Mixture of Experts series and discusses why the hype surrounding the shift toward agentic AI is legitimate, emphasizing that successful implementation starts with a robust data foundation. The conversation highlights how performance management vendors are now embedding AI directly into their platforms, removing the need for complex third-party integrations and allowing finance teams to bypass the heavy lifting often associated with data science. This sets the stage for the new era of autonomous finance. Watch the interview

FP&A/Finance

Buyers Guide for Budgeting and Planning Solutions: This is not an analyst report, but a consumer-oriented guide that leverages data from our annual BPM Pulse Research Study and Vendor Landscape Matrix report. It is the most comprehensive  Buyers Guide for Budgeting and Planning Solutions available today with detailed sections on requirements, vendors, and the evaluation process. Information on 24 vendors, with detailed ratings for 16. Download

Equipping Your Finance Team to Lead Strategically: The pressures of market volatility, regulatory changes, and geopolitical disruptions demand more than just resilience. They call for strategic leadership guided by data-driven decisions delivered through unified solutions that streamline planning, closing, and reporting. Request whitepaper, Watch webcast

How CPM Modernizes Finance for Banking and Financial Services: To continue success and growth, FSI entities need maximum efficiency and accuracy from their finance team. Yet many FSI entities are hindered by fragmented financial data, disconnected systems, and manual processes. This white paper examines how modern CPM solutions can address these challenges for finance teams in banks. Request whitepaper

How a Complete CPM Solution Boosts Enterprise Resilience: This white paper describes how an end-to-end CPM solution boosts enterprise resilience and fuels finance leadership, especially under volatile conditions. Request whitepaper

Forecast Methodologies and Technologies – Latest Trends and AI: During this webcast you’ll learn how your forecasting approach compares to peer organizations, understand how AI is shaping forecasting accuracy and adoption, and key factors to consider when selecting a new forecasting tool. Watch webcast

How to Navigate CPM Market Dynamics: Learn how data-driven strategies are transforming budgeting, forecasting, reporting, and decision-making. This session will unpack the key trends shaping CPM adoption and priorities, giving you the knowledge to enhance your organization’s performance and stay ahead in a competitive landscape. Watch webcast

The Hallmarks of a Modern, Mature Finance Team: What separates good finance teams from great ones? In this special episode of The CFO Show, host Melissa Howatson brings together insights from more than 20 finance leaders to answer one deceptively simple question: What is the hallmark of a mature finance team? Watch podcast

Financial Consolidation

Buyers Guide for Financial Consolidation, Close, and Reporting Solutions: Just like the Budgeting and Planning Guide, this is a consumer-oriented guide that leverages data from our annual BPM Pulse Research Study and Vendor Landscape Matrix report. It is the most comprehensive Buyers Guide for Financial Consolidation, Close, and Reporting Solutions available today with detailed sections on requirements, vendors, and the evaluation process. Information on 13 vendors, with detailed ratings for 10. Download

7 Things They Never Told You About Financial Consolidation: This white paper and webcast looks at some things you might not have been told about financial consolidation solutions. Awareness of these seven key factors will build your perspective, understanding and confidence when it comes to selecting the best CPM consolidation solution for your organization. Request whitepaper, Watch webcast

Beyond the Close – How Financial Consolidation Creates Strategic Advantage: On this episode of The CFO Show we discuss why financial consolidation is essential to performance management, and how the options and customer interest have evolved over time. Watch podcast

Research

The State of Strategic Finance – Finance Teams Grow Up, Glow Up, and Warm Up to AI: Get insight into finance teams’ key challenges and priorities across several topics such as navigating the economy, people management, organizational processes and technology. Download, Watch podcast

The Pulse of Performance Management: AI + BI + CPM: This is the 22nd edition of our annual web event designed to quickly get you and your team up to speed on everything important happening in budgeting, financial planning, forecasting, operational planning, consolidation and close, financial and operational reporting, ESG planning and reporting, AI, and analytics. Watch webcast

Vendor Landscape Matrix 2025-2026 Edition: This 70-page analyst report covers budgeting, financial and operational planning, forecasting, consolidation and close, financial reporting, performance dashboards, analytics and AI, in a single document. Detailed coverage of 17 vendors.  Order report

Vendor Snapshots 2025-2026 Edition: Before you invest your valuable time and resources in evaluating (or purchasing) a particular vendor’s products, make sure you have all the facts. Validate your vendors with unbiased facts from their customers and our analysts. Vendor Snapshots contain data from our Vendor Landscape Matrix for two vendors of your choosing. Request  snapshots

BARC/BPM Partners Global CPM Trend Monitor 2026: Research, analysis, and recommendations from two of the leading analysts in the CPM space. What are the hottest performance management trends for 2026? How have they evolved over time? What are the implications for your projects?  Compare your thoughts with the results of our latest survey and learn what almost 1,000 CPM practitioners think. Learn which CPM trends are making waves in the market. See how best-in-class companies differ from the rest. Get infographic/Request report, Watch webcast

That’s all for now. We’ll be back soon with new content.

How a Complete CPM Solution Boosts Enterprise Resilience

/in /by BPM Partners

Sponsored by Anaplan

  • This white paper describes how an end-to-end CPM solution boosts enterprise resilience and fuels finance leadership, especially under volatile conditions.
  • Author: BPM Partners
  • Date: December 2025
  • Pages: 17
  • End-user organizations request your copy today by completing the White Papers Request form.

Executive Summary:

Enterprise finance has to contend with not only familiar business cycles and periods, but also disruptive circumstances that are marked by uncertainty. The latter conditions may be outside the experience of many managers and executives. Expected by organizational leadership to skillfully navigate these challenges, finance groups need assurance that their systems are up to the task.
To support analysis and decision-making in these complex situations, a complete CPM solution is more effective than a partial solution with limited and siloed functionality.

When a CPM solution covers the full spectrum of business performance management processes—from budgeting, planning and forecasting to consolidation, reporting, and analysis—within a unified platform, it can be described as an end-to-end or complete solution.

 

AI Evolution in Finance Drives a Productivity Revolution

/in /by BPM Partners

Sponsored by Prophix

  • This white paper looks at the evolution of AI in CPM and the benefits to Finance at each stage. Agentic AI has the potential to greatly enhance productivity and this report will examine this as well as the ROI implications.
  • Author: BPM Partners
  • Date: September 2025
  • Pages: 14
  • End-user organizations request your copy today by completing the White Papers Request form.
  • Consultants/vendors request your copy today from the Sponsor.

Watch: NYSE Wired – AI in EPM discussion with Craig Schiff

Executive Summary:

Enterprise finance has gone from a focus on machine learning (ML), to generative AI/language models, and now agentic AI.  Each of these three types represents a phase in the adoption and use of AI. Agentic AI enables key financial processes to become highly autonomous, while driving steady advances in efficiency and accuracy, enhancing Finance’s role as an enterprise value creator. Now is an ideal time period for finance teams to implement and test agentic AI.

 

7 Things They Never Told You About Financial Consolidation Solutions

/in /by BPM Partners

Sponsored by Anaplan

  • This white paper looks at some things you might not have been told about financial consolidation solutions. Awareness of these seven key factors will build your perspective, understanding and confidence when it comes to selecting the best CPM consolidation solution for your organization.
  • Author: BPM Partners
  • Date: September 2025
  • Pages: 15
  • End-user organizations request your copy today by completing the White Papers Request form.
  • Consultants/vendors request your copy today from the Sponsor.
  • View related webcast here.

Executive Summary:

Even the most experienced controllers, CFOs, chief accounting officers, and consolidation managers will have certain gaps in their knowledge of the latest systems and technologies for financial consolidation. This report should prove useful to you in discerning strengths and weaknesses of prospective consolidation solutions, identifying the platform that best meets your needs, and deploying it to strengthen your finance department as a business partner to the broader organization.

Equip Your Finance Team to Lead Strategically and Survive the Chaos

/in /by BPM Partners

Sponsored by insightsoftware

  • This white paper looks at how a unified, scalable EPM platform streamlines complex planning, closing, and reporting processes, enabling Finance to accurately guide the enterprise through volatile conditions.
  • Author: BPM Partners
  • Date: June 2025
  • Pages: 15
  • Request your copy today by completing the White Papers Request form.

Executive Summary:

The people of the Office of the CFO have experienced a perfect storm of business changes, tariffs, regulatory shift in different geographies, uncertainties around the use of AI, geopolitics, and disruptive technology. These forces could overwhelm finance teams struggling with legacy processes and methods. Yet the same people are expected to progressively improve their planning, analysis, consolidation and reporting, and data quality.

EPM helps Finance meet the moment. To meet their imperative to lead strategically through chaotic conditions over the next decade or more, they need faster finance operations and the most reliable, complete data possible. That implies the automation and unification of data that an enterprise performance management (EPM) system can make available. Modernization via EPM can bring all finance workflows under one roof (one UX, one data foundation). It also enables more flexible, accurate planning, quicker reforecasting, and much faster closings.

How CPM Modernizes Finance for Banking and Financial Services

/in /by BPM Partners

Sponsored by OneStream Software

  • To continue success and growth, FSI entities need maximum efficiency and accuracy from their finance team. Yet many FSI entities are hindered by fragmented financial data, disconnected systems, and manual processes. This white paper examines how modern CPM solutions can address these challenges for finance teams in banks.
  • Author: BPM Partners
  • Date: April 2025
  • Pages: 17
  • Request your copy today by completing the White Papers Request form.

Executive Summary:

When it comes to particular CPM capabilities, banks and other FSI entities need integrated business planning for their capital adequacy analysis, portfolio planning that integrates with the treasury area, and integrated sensitivity analysis for stress testing of their loan portfolios. Modern CPM solutions can help unify data, processes, technology, and people, making it easer to:

  • Manage the balance sheet to maximize net interest income, balancing profitability with interest rate, capital, and liquidity risks
  • Ensure compliance with complex regulatory requirements
  • Optimize the institution’s capital position
  • Manage risk efficiently while preserving capital flexibility
  • Integrate sensitivity and what-if analysis for stress-testing of loan portfolios
  • Analyze capital adequacy with consistent precision and accuracy
  • Maintain and update manual compensating controls
  • Monitor, report on and optimize their liquidity risk position

FP&A Tools to Navigate Uncertainty

/in /by BPM Partners

Sponsored by Unit4

  • A review of the latest FP&A trends and product capabilities helping companies navigate through uncertainty.
  • Author: BPM Partners
  • Date: September 2024
  • Pages: 19
  • Request your copy today by completing the White Papers Request form.
  • View related webcast here.

Executive Summary:

Uncertainty ahead, for Finance, is all but certain. Accelerated change—driven by technology advances, geopolitical conflict, electoral and regulatory shifts—is a constant. Finance leaders know they must be equipped with new capabilities to navigate through turbulent periods. There are solutions available today that offer many of the required capabilities. They can prepare organizations to manage performance and optimize results in the face of business conditions with numerous unknowns and growing volatility. Many companies already take advantage of these solutions. It’s up to you to determine the timeline for your company to join them. Topics covered include:

  • AI (data quality with anomaly detection, automation, predictive forecasting, interactive analysis with Gen AI)
  • Extended Planning and Analysis
  • Scenario Planning
  • Continuous Forecasting
  • Ad hoc Reporting
  • Profitability Optimization
  • Finance Transformation

The Road to FP&A Excellence

/in /by BPM Partners

Sponsored by Unit4

  • A guide to modernizing your financial planning and analysis: knowing when and where to begin, how to establish ROI, and what milestones to aim for.
  • Author: BPM Partners
  • Date: December 2022
  • Pages: 16
  • Instant Download
  • View related webcast here.

Executive Summary:

It may be time to launch your Finance department’s journey to efficient, high-performing financial planning and analysis (FP&A). Asking yourself a few pointed questions about how finance processes are working at your company can probably reveal the answer quickly. The actual modernization of FP&A can be handled as an incremental evolution, a phase-by-phase extension of existing capabilities, or a full-fledged transformation of these functions. This whitepaper looks at the overall journey to more effective, modern FP&A, and should help Finance groups prepare for a successful transition.

A Strong ROI Case for Finance Transformation

/in /by BPM Partners

Sponsored by FYIsoft

  • Finance transformation projects can and should have a high ROI, as we’ll demonstrate through several cost savings/benefit scenarios in this whitepaper.
  • Author: BPM Partners
  • Date: February 2022
  • Pages: 15
  • Request your copy today by completing the White Papers Request form.

Executive Summary:

Finance leaders struggle to balance increasing demands for finance function support with decreasing finance function budgets. As a result, 65% of finance teams are currently undergoing or planning a finance transformation effort. Even in the midmarket, more than 60% of companies have engaged in related projects. These initiatives are a combination of software modernization and process reengineering that aims to make planning and analysis more dynamic, frequent, forward-looking, collaborative, participatory, and inclusive of operations. In addition, manual processes are automated and streamlined which reduces errors, speeds up financial cycles, and leaves more time and resources available for analysis.

Accelerating Finance Transformation

/in /by BPM Partners

Sponsored by Acterys

  • By staging the project and selecting rapid-deployment software, the benefits of finance transformation can be realized more rapidly.
  • Author: BPM Partners
  • Date: May 2021
  • Pages: 15
  • Now available for: Instant Download

Executive Summary:

There are ways to accelerate the benefits of finance transformation: take it in stages, with rapid reforecasting and analysis as a first priority. Choose software that has proven it can be deployed and implemented rapidly, and specifically a unified platform where integration with source systems is streamlined. Look for features that will entice Operations to adopt and use the new software readily and without a learning curve.