EPM Service

The Enterprise Planning Challenge

Why Enterprise Planning Remains Broken and Costly

Despite significant investment in enterprise systems, most large organizations still run their financial and operational planning on fragmented spreadsheets, disconnected tools, and manual consolidation processes that consume weeks of leadership bandwidth every quarter.

Disconnected Planning Silos

Finance, Sales, Supply Chain, and HR operate in isolated planning cycles with no single version of the truth.

Slow, Inaccurate Forecasting

Rolling forecasts rely on static models, gut instinct, and lagging data — producing plans that are obsolete on arrival.

Manual Consolidation Burden

Financial close and consolidation processes consume weeks of CFO and controller time each quarter.

Limited Scenario Visibility

Rigid planning tools cannot rapidly model multiple business scenarios, leaving leadership exposed to strategic blind spots.

GenXAI: Your Strategic Connected Planning Partner

GenXAI delivers Enterprise Performance Management services that transform fragmented, spreadsheet-dependent planning environments into integrated, AI-powered planning ecosystems. From FP&A modernization and S&OP alignment to financial consolidation and workforce planning, we architect connected planning solutions that give your leadership team the insight and agility to outperform.

Deployed on best-in-class platforms — Anaplan, Workday Adaptive Planning, Pigment, and CCH Tagetik — our EPM implementations are tailored to your organizational complexity, reporting requirements, and strategic planning cadence. We don't configure software; we redesign how your enterprise plans, forecasts, and performs.

By embedding AI-driven forecasting, driver-based modeling, and real-time scenario planning into your EPM architecture, GenXAI collapses planning cycles, improves forecast accuracy, and creates the cross-functional alignment that enables faster, more confident strategic decisions at every level of the organization.

Our EPM Planning Domains

Eight Integrated Planning Disciplines Unified Within a Single Framework

FP&A Planning

Driver-based financial planning, rolling forecasts, and AI-powered variance analysis

S&OP Planning

Integrated supply and demand planning with cross-functional scenario alignment

Sales Planning

Revenue planning, quota modeling, and pipeline-driven forecast integration

Workforce Planning

Headcount planning, skills forecasting, and total cost of workforce modeling

Financial Consolidation

Multi-entity, multi-currency consolidation with automated intercompany eliminations

Disclosure Management

Regulatory reporting, XBRL tagging, and collaborative disclosure workflows

Management Reporting

Executive dashboards, board packs, and real-time operational KPI reporting

Scenario & What-If Modeling

Multi-dimensional scenario planning to stress-test strategy and model uncertainty

Our Capabilities

End-to-End EPM Consulting That Delivers Business Impact

FP&A Modernization & Integrated Financial Planning

GenXAI transforms static, spreadsheet-driven FP&A functions into dynamic, driver-based planning environments. We architect integrated financial planning models on Anaplan and Workday Adaptive Planning that connect P&L, balance sheet, and cash flow planning — enabling CFOs and finance teams to produce rolling forecasts, real-time variance analysis, and multi-dimensional scenario models in hours, not weeks.

S&OP & Supply Chain Planning Integration

Disconnected supply and demand planning creates inventory risk, margin erosion, and missed revenue. GenXAI designs and implements integrated S&OP frameworks that align finance, operations, and commercial planning into a unified consensus forecast — enabling leadership to make inventory, capacity, and procurement decisions grounded in a single, trusted operational plan.

Financial Consolidation & Close Optimization

GenXAI accelerates financial close and statutory reporting through CCH Tagetik and Workday implementations that automate intercompany eliminations, multi-currency consolidations, and IFRS/GAAP adjustments. Our consolidation solutions reduce close cycle time by an average of 40%, freeing finance teams from manual reconciliation and enabling faster, more accurate external reporting.

AI-Driven Forecasting & Predictive Analytics

GenXAI embeds machine learning forecasting models, statistical trend analysis, and AI-powered driver identification directly into your EPM platform — moving your enterprise from backward-looking actuals reporting to forward-looking predictive intelligence. The result is materially improved forecast accuracy, earlier identification of financial risk, and a planning function that leads rather than reports.

Workforce Planning & Total Cost of Workforce

Headcount is typically the largest controllable cost in any enterprise. GenXAI implements strategic workforce planning models that connect HR, Finance, and Operations — enabling dynamic headcount planning, total cost of workforce visibility, skills-based resource forecasting, and real-time alignment between people strategy and financial targets across all business units and geographies.

Management Reporting & Disclosure Management

GenXAI delivers executive management reporting solutions and regulatory disclosure frameworks using CCH Tagetik's disclosure management module — automating the production of board packs, analyst reports, and statutory filings with embedded XBRL tagging, workflow-driven review, and full audit trails that satisfy both internal governance standards and external regulatory requirements.

Technology Ecosystem

Leading Enterprise Planning Platforms, Delivered with Deep Expertise

GenXAI’s Corporate Performance Management practice is built on certified, hands-on expertise across the world’s most powerful enterprise planning and consolidation platforms, ensuring your EPM investment delivers maximum value from day one.

Connected planning platform for enterprise-wide financial and operational modeling

Cloud-native FP&A, workforce planning, and financial consolidation

Next-generation collaborative planning platform for revenue and headcount

Unified CPM for consolidation, close, disclosure, and management reporting

Integrated planning, BI, and predictive analytics on the SAP ecosystem

Real-time management reporting and executive dashboard delivery

Cloud data warehouse powering scalable EPM data foundations

Sales intelligence and CRM automation platform for pipeline visibility and revenue acceleration

Why GenXAI

The Differentiators That Set GenXAI Apart in EPM Delivery

Selecting an EPM consulting partner is a strategic decision with long-term consequences. GenXAI brings a combination of technical platform depth, functional FP&A expertise, and enterprise delivery experience that consistently separates our outcomes from the competition.

Global Enterprise Delivery Experience

GenXAI has delivered complex EPM implementations across multi-entity, multi-currency global enterprises in North America, Europe, and Asia-Pacific — navigating regulatory variation, organizational complexity, and cross-border planning requirements with proven methodology and consistent quality.

AI-Led Planning Transformation

GenXAI embeds AI-driven forecasting, anomaly detection, and intelligent driver identification into every EPM implementation — shifting your planning function from historical reporting to forward-looking predictive capability that directly enhances strategic decision-making speed and confidence.

Accelerated Implementation & Time-to-Value

Our pre-built EPM model templates, industry planning blueprints, and reusable integration frameworks dramatically reduce implementation timelines — enabling enterprises to reach productive planning capacity in a fraction of the time typically associated with enterprise EPM deployments.

Finance & FP&A Domain Expertise

Our consultants are not only platform-certified — they bring deep functional FP&A, financial consolidation, and operational planning expertise. We understand the difference between a technically correct implementation and one that finance teams actually trust, adopt, and sustain.

Scalable, Connected Planning Architecture

Every GenXAI EPM architecture is designed to scale — supporting new business units, expanded planning domains, M&A integration, and evolving regulatory reporting requirements without requiring platform re-implementation or structural model redesign as your enterprise grows.

Governance, Audit Readiness & Compliance

GenXAI builds comprehensive data governance, access controls, workflow audit trails, and regulatory compliance frameworks into every EPM platform — ensuring your planning environment meets SOX, IFRS, GAAP, and internal audit requirements while maintaining planning agility and operational velocity.

Industries We Serve

EPM Expertise Calibrated to Your Industry's Planning Complexity

GenXAI's Enterprise Performance Management practice brings pre-built planning models, industry-specific consolidation templates, and regulatory knowledge across the sectors where planning complexity is highest and the cost of suboptimal performance is greatest.

Financial Services

IFRS 17, regulatory capital planning, and integrated stress testing frameworks

Manufacturing

Integrated S&OP, plant-level P&L, and cost-to-manufacture planning

Retail & Consumer Goods

Merchandise financial planning, promotion modeling, and demand-driven forecasts

Life Sciences

Clinical portfolio planning, R&D investment modeling, and regulatory disclosures

Engineering & Construction

Project-based planning, earned value management, and resource cost modeling

Energy & Utilities

Capital expenditure planning, tariff modeling, and regulatory reporting compliance

Public Sector

Budget management, fund accounting, and multi-year strategic planning models

Logistics & Transport

Network cost planning, fleet investment modeling, and route profitability analysis

How We Work With You

Engagement Models Designed for Every Stage of Your EPM Journey

GenXAI structures our FP&A and connected planning engagements to align with your transformation maturity, planning ambition, and organizational readiness — from first-step advisory through full managed service operations.

EPM Strategy & Advisory

Planning maturity assessments, platform selection, process redesign blueprints, and business case development for EPM transformation. GenXAI works with your CFO, FP&A leadership, and business partners to define a connected planning roadmap that is commercially grounded, technically validated, and sequenced for maximum early value realization.

Platform Implementation & Deployment

Full-delivery EPM implementations on Anaplan, Workday, Pigment, and CCH Tagetik — covering model design, data integration, workflow configuration, user enablement, and hypercare support. Delivered by platform-certified consultants with deep FP&A functional expertise, using GenXAI's proven accelerated delivery methodology.

Planning Optimization & Expansion

Post-implementation value acceleration through additional planning domain rollouts, advanced analytics enablement, model optimization, and user adoption deepening. GenXAI extends your connected planning capability progressively — adding workforce, sales, and operational planning layers that increase the ROI of your core EPM investment over time.

Managed EPM Services

Ongoing platform administration, model maintenance, data pipeline management, and continuous improvement under structured SLAs. GenXAI's managed EPM service team ensures your planning platform remains performant, governed, and aligned to your business as planning requirements evolve — operating as a trusted extension of your Finance and FP&A function.