Your Implementation Partner for Performance Management Software
From Day One to a Modern Performance Management Solution – in Just a Few Weeks with Expert Guidance
Rely on a structured, agile implementation of your performance management software – with an experienced project team that understands your industry. We provide personal support every step of the way – from requirements analysis and workshops to configuration, training, and support. Our proven methodology ensures progress and success through clear feedback loops and seamless data integration & connectivity. With over 25 years of project experience, we guide you reliably and empower your team.
Here’s how the implementation works – step by step:
Guaranteed success – agile software implementation with an experienced project team
Our experienced consultants combine deep technical expertise with a strong understanding of performance management and change management processes. Whether it’s IBM Planning Analytics, Power BI, Jedox, or SAP Analytics Cloud (SAC) – smartPM.solutions delivers the implementation process based on proven methodologies and an agile project approach.
A Structured Approach to Successful Implementation: Process Overview
- Workshop with key stakeholders
- Collection and documentation of requirements (e.g. planning logic, KPIs, reports, etc.)
- Prioritization of requirements
- Analysis of existing source systems (ERP, CRM, etc.)
- Business consulting and identification of optimization potential and solution approaches based on many years of project experience
- Assessment of how existing smartPM models can be used to shorten implementation times while delivering tailored, high-quality results
- Definition of milestones, objectives and non-objectives, project scope, and timeline – including responsibilities
- Specification of data structures
- Intuitive design of planning templates, dashboards, and reports
- Conceptual data integration with existing systems (ERP, CRM, etc.) – using standard connectors
- User and authorization concept
- Rapid prototyping using modular smartPM models. The focused use cases (e.g. integrated financial planning, project and programme performance management) are configured with your data and structures
- Implementation of ETL processes (data extraction, cleansing, transformation, and loading)
- In hands-on testing, your power users independently validate the model structure, functionality, data accuracy, usability, performance, permissions, and predefined solution components directly within the software.
- Together, we ensure that the software meets your requirements and implement any desired adjustments
- Testing the complete system for functionality, data quality, stability, performance, permissions, etc.
- Multiple feedback rounds, during which adjustments and optimizations are made if necessary
- Training of end users in workshops to enable independent system development (self-service) and autonomous usage
- Training on the use and maintenance of data models
- Establishment of governance structures (e.g. version control)
- Creation of user guides
- Knowledge transfer and documentation
- Execution of a supported go-live with advanced training sessions
- Execution of a supported go-live with in-depth training sessions
Collection of feedback after initial live usage - Implementation of the feedback
- Definition of support channels and contact persons, and establishment of a support model (Service Level Agreement – SLA)
- Transition to regular operations and final feedback round
- Finalization and approval of all agreed deliverables
- Handover of the project to business departments
- Final project report and completion analysis
- Recommendations and consulting for further system development
- Reliable support even after project completion
What Our Clients Say
“We were looking for a flexible reporting and planning solution to meet our requirements in the areas of S\&OP, project and customer performance management, and integrated financial planning. With smartPM, we found a highly open and configurable CPM platform that was successfully implemented with the help of the experts at smartPM.solutions. They quickly understood our business model and enabled us to start generating real value from the solution right away.”
Stephen Dews
CFO, Netherlands
