The role of an EPM Senior Consultant specializing in Planning involves providing expertise and guidance in the implementation and optimisation of Enterprise Performance Management (EPM) solutions with a focus on Planning modules. The consultant works closely with clients to understand their business requirements and design solutions that align with their strategic goals.
Solution Design and Implementation:
- Collaborate with clients to gather requirements, analyse business processes, and design EPM Planning solutions tailored to their needs.
- Configure and customise Planning modules, including dimensions, hierarchies, data forms, workflows, and calculations.
- Lead the end-to-end implementation of EPM Planning projects, including planning, resource allocation, task management, and coordination with client stakeholders.
- Monitor project progress, identify risks, and proactively address any issues to ensure successful project delivery.
Business Process Improvement:
- Identify opportunities to optimize and streamline financial planning and budgeting processes.
- Provide recommendations on best practices and help clients improve their planning cycles, forecast accuracy, and reporting capabilities.
- Conduct workshops and interviews with key stakeholders to elicit and document detailed business requirements.
- Translate business needs into technical specifications and functional designs for the EPM Planning solution.
User Training and Support:
- Conduct user training sessions to ensure clients are proficient in using the EPM Planning solution.
- Provide ongoing support and troubleshooting to address user queries and issues.
Data Integration and Validation:
- Work with technical teams to integrate EPM Planning solutions with various data sources and ensure data integrity and accuracy.
- Develop data validation and reconciliation procedures to ensure reliable planning data.
- Identify and implement performance-tuning techniques to enhance the speed and efficiency of EPM Planning applications.
- Optimize calculations, aggregation methods, and data-loading processes to improve system performance.
Client Relationship Management:
- Build strong relationships with clients and serve as a trusted advisor on EPM Planning matters.
- Understand their long-term goals and provide guidance on leveraging EPM Planning capabilities to drive business growth and performance improvement.
Stay Updated on EPM Trends:
- Stay abreast of the latest developments in EPM Planning technologies, tools, and industry best practices.
- Continuously expand knowledge and skills through training, certifications, and participation in professional communities.