Most EPM implementations fail because of three things: unclear requirements, dirty data, and underestimating how much your team's daily work needs to change. We've seen all three enough times to know how to avoid them.
EPM implementation done right
The vendor demo looked perfect. The business case made sense. Then reality hit: your data wasn't as clean as everyone assumed, the requirements kept shifting because nobody had properly mapped the planning process, and your finance team was supposed to test the new system while also running month-end. We've delivered well over 200 EPM projects. The pattern is always the same. The fix starts before the first sprint.
We recommend starting with a Bolt Blueprint. It means the implementation is scoped properly before the first sprint. From £5,000, credited against implementation.
Our approach
Deep dive into your requirements, processes, and data landscape. We understand what decisions you need to make, then design the models to support them.
Iterative development with regular demos and feedback cycles. You see progress weekly, not just at the end. We adjust as we learn.
Testing with your team using real scenarios and real data. We make sure it works in practice, not just in theory.
Go-live support with hands-on enablement. Your team learns by doing, not by watching slides.
Post-launch support until it's second nature. We stay until your team owns it.
Review what's working after the dust settles. Tune performance, refine processes, plan next phase.
Platforms we implement
We have deep implementation experience across Anaplan, Pigment, Planful, and IBM Planning Analytics. We recommend what fits your situation.
Connected planning for mid-market and enterprise finance teams. We've built Anaplan models for FP&A, consolidation, workforce, and sales operations.
Anaplan consultants →Financial planning and consolidation for mid-market. Planful's more structured approach means fewer customisation surprises and faster time to value.
Planful consultants →TM1 environments including cloud migration and upgrades. We work with Planning Analytics Workspace and legacy Cognos TM1.
TM1 consultants →What makes us different
The people you talk to before signing are the people who build your model. We also take a co-build approach where it makes sense - your team learns the platform during implementation, not after. We want you running it independently within 6 months.
"We went from spending most of the month closing the books to having real time for analysis. Bolt understood what we actually needed and delivered it without the usual consultant theatre."
Tell us about your requirements and we'll share how we can help.