CPM Selection Workshop
Identifying the Best CPM & BI Software for Your Requirements
With our CPM & BI Software Comparison, we offer objective and technology-independent guidance to help you find the best solution for your organization.
In our workshop, we compare various software technologies in a neutral, structured, and methodologically sound way – providing you with an independent decision-making tool.
Together, we identify the integrated planning solution that best fits your specific requirements and strategic goals.
How Our Workshop Works – Step by Step:
Financial Controlling Expertise to Guide Your Best Choice
As experts in Corporate Performance Management (CPM) and BI with over 25 years of market experience, we know the software market inside out.
We have included the most powerful and best-established technologies in our portfolio: IBM Planning Analytics, Jedox, Power BI, and SAP SAC. On this well-founded basis, we offer you an objective, practical aid for decision-making with a clear recommendation. We are also happy to support you in differentiating between other systems if other tools are under discussion.
Structured Path to the Best Solution – An Overview of the Process
- Together, we identify your specific cross-departmental and role-based requirements – taking into account key conditions such as organizational structure, interfaces, source systems, project pressure, and number of users.
- Based on industry benchmarks, we analyze potential efficiency gains – for example through modern structures, change management, or ideal process models.
- We define mandatory and desired criteria for your software solution using structured checklists.
- We present relevant CPM & BI technologies and software solutions tailored to your needs.
- Each solution is evaluated based on key criteria such as functionality, user-friendliness, flexibility, and integration capabilities.
- A transparent overview of each technology’s strengths and weaknesses provides a solid basis for informed decision-making.
- We conduct an in-depth analysis of the technologies and software solutions relevant to your organization – using a weighted criteria list and targeted demo sessions.
- We compare the costs and benefits of each option transparently.
- Based on these insights and your feedback from the workshop, we compile a shortlist of the best-fit solutions for your organization.
- Prototypes of the top technology solutions are set up using your own data and structures.
- In a practical test, your power users explore model building, functionality, usability, performance, and solution approaches directly within the software.
- Together, we ensure that the solution meets your specific requirements.
- Together, we develop a realistic roadmap for implementing the selected solution in your organization.
- We define the next steps, responsibilities, and key milestones.
- To support transparent decision-making, you’ll receive a summary presentation and full documentation of the workshop.
Start efficiently with smartPM: Smooth Implementation and Training
After selecting the right solution, we support you step by step throughout the implementation – if desired.
Insights from the prototyping phase are directly incorporated into the project, reducing both time and costs – a double win.
Our experienced experts ensure optimized processes and a fast, seamless integration into your existing system landscape.
Through practical, hands-on training, we empower your team to use the software independently and effectively – for maximum efficiency, self-service, and long-term success.
What our Clients Say About Us
“From the very beginning of the project, we were supported by a highly competent team of consultants from smartPM.solutions. They had a deep understanding of our business requirements and provided effective guidance in defining our planning processes, objectives, and selecting the right software. The team was extremely professional, well-organized, and responsive to our requests and concerns.”
Stephan Leiter
Head of Financial Planning & Analytics
