ENTERPRISE PERFORMANCE MANAGEMENT (EPM)

Accelerate decisions. Secure your numbers. Empower your teams.

TRANSFORM YOUR PERFORMANCE MANAGEMENT WITH EPM

SBI designs and deploys modern EPM ecosystems covering financial planning, consolidation, reporting, and ESG performance. Our approach combines EPM × Data × AI to automate, secure, and predict — turning your performance management into a true competitive advantage.

WHY CHOOSE AN EPM SOLUTION NOW?

  • Real-time performance visibility: consolidated, up-to-date, and actionable insights.
  • Process efficiency: automated budgeting, forecasting, and reporting cycles.
  • Data reliability: a single source of truth across finance, management, and operations.
  • Business agility: continuously adjust assumptions through what-if scenarios.
  • People empowerment: free your teams from manual tasks and focus on strategic analysis.
Finance leaders now expect EPM solutions powered by AI — automating repetitive tasks and enhancing predictive analysis. It requires an integrator who bridges AI, financial processes, and strategic impact.”
Corinne Musseau
Advisory & EPM Director, SBI

OUR EPM EXPERTISE

Drive your Financial Performance with Precision and Agility

Our FP&A (Financial Planning & Analysis) expertise helps you structure, streamline, and accelerate your planning processes. Through smart EPM platforms, we turn your budgets and forecasts into strategic assets — ensuring your teams have the right data at the right time to plan, simulate, and decide with confidence.

Key benefits:

  • Informed decisions: Access accurate, real-time financial data to steer performance with confidence.

  • Process efficiency: Automate data collection, consolidation, and reporting to save time each cycle.

  • Agile forecasting: Adjust assumptions dynamically using AI-assisted simulations.

  • Collaborative planning: Align finance, management, and operations around a single version of truth.

BUDGETING & PLANNING CASE STUDIES

Turn your Data into Actionable Insights

Reporting becomes a true decision-making tool when data is reliable and accessible. Our EPM solutions automate financial and ESG reporting, create dynamic dashboards, and enable advanced analysis through intuitive visualization tools. Finance teams gain a comprehensive and actionable view of performance to identify trends, explain variances, and drive strategic choices.

Key benefits:

  • Automated reporting: Drastically reduce production time while improving accuracy.
  • Deeper analysis: Uncover trends and anomalies through interactive exploration.
  • Integrated performance: Unify financial and non-financial (ESG, CSR) indicators in one system.
  • Data-driven culture: Empower teams with self-service analytics and collaborative insights.

Anticipate Results and Guide Decisions with AI

Performance management is no longer about describing the past — it’s about predicting and shaping the future. SBI integrates artificial intelligence into EPM processes to automate anomaly detection, generate machine learning forecasts, and deliver predictive scenarios that anticipate business outcomes. Finance leaders become truly proactive, able to adjust strategy before events unfold.

Key benefits:

  • Reliable forecasts: Reduce gaps between projections and actuals with advanced models.
  • Agile simulation: Run what-if analyses instantly to test assumptions.
  • Enhanced responsiveness: Identify risks and opportunities ahead of time.
  • Augmented decision-making: AI-powered insights and recommendations at your fingertips.

Ensure the Reliability and Compliance of your Financial Data

Consolidation should not be a closing exercise, but a continuous performance management process. Our experts deploy EPM solutions that unify financial and non-financial data, automate statutory consolidation, and simplify regulatory reporting (CSRD, EU Taxonomy, IFRS…). With built-in workflows, audit controls, and full traceability, you ensure data reliability and regulatory compliance.

Key benefits:

  • Guaranteed reliability: Consolidated, auditable, and consistent data across all entities.
  • Regulatory compliance: Automated reporting and continuous monitoring of new standards.
  • Time savings: Faster closing cycles and fewer manual tasks.
  • Stronger governance: End-to-end control over processes, validations, and data quality.
FINANCIAL CONSOLIDATION CASE STUDIES

END-TO-END SUPPORT

  • Advisory & Scoping: Process assessment, EPM roadmap, business and technical alignment.
  • Implementation & Deployment: Setup, migration, and international rollouts.
  • Training & Change Management: User adoption by profile, best-practice optimization.
  • 24/7 “Follow-the-Sun” Support & AMS: Multilingual assistance and continuous evolution.
Selecting an EPM solution is a long-term commitment — often for the next 15 years. The right choice must ensure scalability and traceability, so that historical data and KPIs remain reliable over time. The maturity of your functional and technical requirements is key to a fast, successful implementation. A clear target definition is what truly accelerates the project.
Corinne Musseau
Advisory & EPM Director, SBI

WHY SBI?

  • +15 years of EPM & Data expertise, now powered by AI.
  • A unique Data for Finance approachcombining EPM × Data × AI.
  • Certified consultants with backgrounds in finance and data science.
  • End-to-end support — from advisory to implementation and 24/7 AMS.
  • Global delivery teams operating across time zones for seamless rollouts.
  • Independent mindset — objective, pragmatic, and focused on results.

OUR EPM PARTNERS

THE FINANCE FUNCTION REINVENTED BY DATA AND AI

Intelligent agents, natural language processing, and automated commentary generation are reshaping finance. With Pigment’s AI Agent, users can explore, simulate, and share models effortlessly — without technical skills.

AI makes financial data understandable and actionable for every business profile.
Thomas Lusson
CEO, SBI