Enterprise Performance Management and Connected Planning
CONNECTED PLANNING COVERAGE
THE ENTERPRISE PLANNING CHALLENGE
Four gaps holding enterprise planning back.
The gaps below persist no matter how much an enterprise has already invested in systems and tools.
01
Disconnected Planning Silos
Finance, Sales, Supply Chain, and HR run separate planning cycles with no single version of the truth, leaving leadership to reconcile competing numbers instead of acting on one plan.
02
Slow, Inaccurate Forecasting
Rolling forecasts built on static models and lagging data are often obsolete before they reach the CFO’s desk, leaving decisions grounded in yesterday’s numbers.
03
Manual Consolidation Burden
Financial close and consolidation still consume weeks of controller and CFO time every quarter, effort that adds little strategic value once it’s done.
04
Limited Scenario Visibility
Rigid planning tools can’t rapidly model multiple business scenarios, leaving leadership exposed to strategic blind spots they don’t see coming until it’s too late.
WHY GENXAI
Your strategic connected planning partner.
The same delivery strength, redesigning how your enterprise plans.
Your Strategic Connected Planning Partner
As an Anaplan Growth Partner, GenXAI delivers Enterprise Performance Management (EPM) and corporate performance management (CPM) services that turn fragmented, spreadsheet-dependent planning into integrated, AI-powered connected planning, from FP&A modernization and S&OP alignment to financial consolidation and workforce planning. Deployed on Anaplan, Workday Adaptive Planning, Pigment, and CCH Tagetik, and tailored to each organization\u2019s complexity and reporting cadence, GenXAI doesn\u2019t just configure software. It redesigns how the enterprise plans, forecasts, and performs, embedding AI-driven forecasting and real-time scenario planning that collapse planning cycles and sharpen every decision.
WHAT WE DO
Five planning functions, one connected practice.
Finance, sales, supply chain, workforce, and consolidation, planned on one connected framework
01
Financial Planning & Analysis (FP&A)
Driver-based financial planning, rolling forecasts, and AI-powered variance analysis that replace static spreadsheet models with a living plan.
Learn More02
Sales & Marketing Planning
Revenue planning, quota modeling, and pipeline-driven forecast integration that connect the sales funnel directly to the financial plan.
Learn More03
Supply Chain Planning (S&OP)
Integrated sales & operations planning (S&OP) with cross-functional scenario alignment, so operations and finance work from one consensus forecast.
Learn More04
Workforce Planning
Headcount planning, skills forecasting, and total cost of workforce modeling that keep people costs aligned to business targets.
Learn More05
Financial Consolidation & Disclosure Management
Multi-entity, multi-currency financial consolidation with automated intercompany eliminations, XBRL tagging, and audit-ready statutory filings.
Learn MoreOUR ECOSYSTEM
Certified across the platforms enterprise planning runs on.
Deep, hands-on expertise across each partner below.
Anaplan
Connected planning platform for enterprise-wide financial and operational modeling.
CCH Tagetik
Unified CPM for consolidation, close, disclosure, and management reporting.
Workday
Cloud-native FP&A, workforce planning, and financial consolidation.
Kennect
Incentive compensation management supporting sales planning and performance-based incentive plans.
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Pigment
Next-generation collaborative planning platform for revenue and headcount.
Databricks
Unified data and AI platform powering demand sensing and predictive forecasting models.
SAP
Core ERP backbone providing the transactional foundation beneath enterprise planning models.
Microsoft
Fabric and Power BI extend data, reporting, and AI capability across the planning stack.
THE GENXAI DIFFERENCE
What sets GenXAI apart in EPM delivery.
Technical platform depth, functional Domain expertise, and enterprise delivery experience, combined.
Global Enterprise Delivery
Complex EPM delivery across multi-entity, multi-currency enterprises in North America, Europe, and Asia-Pacific, backed by three 2026 wins: the Excellence in Intelligent Planning and AI-Driven Finance Innovation Awards from UBS Forums, plus Anaplan Delivery Capability Recognition.
AI-Led Planning Transformation
AI-driven forecasting, anomaly detection, and intelligent driver identification embedded into every implementation, shifting planning from historical reporting to forward-looking capability.
Accelerated Time-to-Value
Pre-built EPM model templates and reusable integration frameworks cut implementation timelines well below typical enterprise EPM deployments.
Domain Expertise
Platform-certified consultants who also bring deep functional FP&A, S&OP, SPM, Workforce Planning and financial consolidation expertise teams actually trust and sustain.
Scalable, Connected Architecture
EPM architectures designed to scale with new business units, planning domains, and M&A integration without requiring re-implementation.
Governance & Audit Readiness
Data governance, access controls, and workflow audit trails built into every platform to meet SOX, IFRS, and GAAP requirements.
INDUSTRIES WE SERVE
EPM expertise calibrated to your industry's planning complexity.
The same connected planning approach, configured around how each sector plans, reports, and operates.
Consumer Goods
Trade promotion, demand forecasting, and integrated business planning connect category, sales, and finance teams on one live plan instead of month-end spreadsheets.
Manufacturing
Inventory, S&OP, and cost planning models link plant-level data to enterprise financial and operational plans.
Retail
Merchandise and workforce planning models connect store-level execution directly to enterprise P&L.
Technology, Media & Telecom
Revenue, churn, and workforce models built for recurring-revenue economics around ARR, cohort, and usage-based metrics.
BFSI
Regulatory reporting, risk-adjusted capital planning, and governed data pipelines built to withstand audit and examiner scrutiny.
Healthcare & Pharma
Clinical, commercial, and supply planning models built to the accuracy, traceability, and audit standards the sector demands.
HOW WE WORK WITH YOU
Engagement models for every stage of your EPM journey.
From first-step advisory through full managed service operations.
01
EPM Strategy & Advisory
Planning maturity assessments, platform selection, and business case development, defining a connected planning roadmap sequenced for early value realization.
02
Platform Implementation & Deployment
Full-delivery implementations on Anaplan, Workday, Pigment, Kennect, SAP, and CCH Tagetik, covering model design, data integration, and hypercare support.
03
Planning Optimization & Expansion
Post-implementation value acceleration through additional planning domain rollouts, advanced analytics enablement, and deeper user adoption.
04
Managed EPM Services
Ongoing platform administration, model maintenance, and continuous improvement under structured SLAs, operating as an extension of the Finance function.
QUESTIONS
Frequently asked questions.
What enterprise buyers most often want to know before starting an EPM engagement with GenXAI.
Enterprise Performance Management (EPM) is the set of processes and software organizations use to plan, budget, forecast, consolidate, and report on business performance, connecting Finance with Sales, Supply Chain, and HR on one shared plan instead of disconnected spreadsheets.
FP&A (Financial Planning & Analysis) is the finance function that owns budgeting, forecasting, and variance analysis. EPM is the broader connected planning practice that extends those disciplines, FP&A plus S&OP, workforce, and consolidation, across the enterprise.
EPM and CPM are largely used interchangeably. Both cover planning, consolidation, close, and reporting; EPM typically emphasizes extending those disciplines beyond Finance into Sales, Supply Chain, and HR planning.
Connected planning links financial, sales, supply chain, and workforce plans into a single live model on platforms like Anaplan, so every function works from one consensus forecast instead of reconciling separate spreadsheets after the fact.
GenXAI implements and supports Anaplan, CCH Tagetik, Workday, Kennect, Pigment, Databricks, SAP, and Microsoft, choosing the right combination for each organization’s planning needs.
GenXAI’s consolidation implementations on CCH Tagetik and Workday reduce close cycle time by an average of 40%, automating intercompany eliminations and multi-currency consolidations.
GenXAI redesigns how the enterprise plans, forecasts, and performs, embedding AI-driven forecasting and real-time scenario planning rather than simply configuring modules.
Five functions within one connected practice: Financial Planning & Analysis, Sales & Marketing Planning, Supply Chain Planning, Workforce Planning, and Financial Consolidation & Disclosure Management.
Consumer Goods, Manufacturing, Retail, Technology, Media & Telecom, BFSI, and Healthcare & Pharma.
Four models spanning the EPM journey: Strategy & Advisory, Platform Implementation & Deployment, Planning Optimization & Expansion, and Managed EPM Services.
Every EPM platform is built with data governance, access controls, and workflow audit trails designed to meet SOX, IFRS, GAAP, and internal audit requirements.
A combination of global enterprise delivery experience, AI-led planning transformation, accelerated implementation templates, and consultants with deep functional FP&A expertise, not just platform certification.
GET STARTED
Build a Future-Ready Enterprise Planning Function
Connect with GenXAI's EPM transformation experts to assess your current planning maturity, define your connected planning strategy, and begin driving measurable performance improvement across your enterprise.