An independent assessment of your EPM platform's health, performance, and potential. Fresh eyes on familiar problems.
Is your platform working as hard as it should?
What worked at go-live may not be optimal today. Business requirements change, users find workarounds, and technical debt accumulates.
Our Audit & Health Check gives you an independent view of where your platform stands - and where it could go.
What we assess
Model efficiency, calculation times, data load speeds. Is your platform as fast as it should be?
Model structure, hierarchy design, module organisation. Built for today and tomorrow, or just today?
User access, role design, data segregation. Are the right people seeing the right data?
User engagement, feature utilisation, training gaps. Is your team getting value from the investment?
Integration health, validation rules, error handling. Garbage in, garbage out - or clean and controlled?
Alignment with platform vendor recommendations. Are you using the platform the way it was designed?
What you get
A comprehensive report with prioritised findings, quick wins, and strategic recommendations. We present to your team and provide a roadmap for improvement.
No vague observations. Specific issues, specific recommendations, clear next steps.
When to consider an audit
Users complaining about performance? Calculations taking too long? There's usually a reason - and usually a fix.
New to the role? Just acquired a company? An audit gives you the lay of the land quickly.
Significant changes require platform evolution. We help you understand what needs to change and how.
Renewal approaching? An audit gives you leverage - and clarity on whether to renew at all.
Internal team wants confirmation they're on the right track. Or the board wants independent assurance.
Tell us about your platform and we'll scope an appropriate assessment.