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EPM Advisory

Pigment & Anaplan, implemented to be used.

Platform selection and implementation for AI-native planning (Pigment) and enterprise planning (Anaplan) - sized to the business, not the vendor's ambitions.

The Challenge

Most EPM platforms are bought, not implemented.

A planning platform is only as good as the model built inside it. Too many implementations are led by the vendor's roadmap rather than the business's actual planning problem - and the result sits half-used, six months after go-live.

01

The platform doesn't match the business

Enterprise-scale tools get sold into mid-sized, PE-owned businesses that need a fraction of the complexity - and pay for the rest in slow adoption.

02

The model outlives the person who built it

Vendor-led or consultant-built models often aren't documented well enough for an internal team to own, extend or trust once the implementation partner leaves.

03

Adoption stalls after go-live

Without a model that mirrors how the finance team actually plans, users quietly drift back to the spreadsheet the platform was meant to replace.

04

Legacy Anaplan models become unmaintainable

Models built years ago, by people no longer at the business, accumulate workarounds until nobody trusts what they output.

What's Included

Right-sized platform selection, then a model built to be owned.

Independent of any vendor - we help you choose the right platform for your scale, then build (or rescue) the model so your own team can run it.

Platform selection & business case

An independent assessment of Pigment vs Anaplan vs staying on spreadsheets - sized to your planning complexity, team, and budget, with a business case a sponsor will sign off.

  • Requirements mapped to planning maturity
  • Vendor-neutral platform comparison
  • ROI & business case for the board

Pigment AI implementation & optimisation

Hands-on implementation of Pigment's AI-native planning capability, modelled around your actual FP&A and operational planning processes - built for adoption, not just go-live.

  • Model design mapped to your driver logic
  • AI forecasting features configured & validated
  • Team enablement so the model gets used

Anaplan implementation & model rescue

New Anaplan implementations, or a rescue and rebuild of a legacy model that's become too fragile, undocumented or slow to trust.

  • Model audit & technical debt assessment
  • Rebuild or refactor to a maintainable structure
  • Documentation your team can actually use

Post-implementation optimisation

For platforms already live but under-used - a focused review of adoption, model design and process fit, with a fix list prioritised by impact.

  • Adoption & usage diagnostic
  • Model simplification where it's overbuilt
  • Change management for the finance team
100
SKUs modelled in an Anaplan production build
7
production lines integrated into S&OP
2
platforms, vendor-neutral advice
3-week
diagnostic sprint, start to findings
How We Work

Diagnostic-led. No lengthy discovery decks, no theory.

Every engagement starts with a short, fixed-scope diagnostic - so you know exactly what platform (if any) is right-sized, and what a model built for adoption actually requires.

1

Diagnose

A review of your current planning process and any existing platform - benchmarked against what the business genuinely needs.

~3 weeks
2

Design

A platform recommendation (or rescue plan) and model design, with a business case for each step.

Fixed-scope
3

Deliver

Hands-on implementation or rebuild, with a founder-led team that stays accountable to adoption, not just go-live.

Outcome-based
Related Work

EPM outcomes from the field

EPM Advisory & Implementation
Manufacturing

Bringing sales and production planning together

Delivered a bespoke sales forecasting application and an Anaplan production optimisation model across 100 SKUs and 7 lines for a PE-backed caravan manufacturer.

Result: sales and production planning integrated for the first time, enabling full S&OP
FP&A Optimisation
Aerospace · Tier 1 Supplier

Building a Group FP&A function from the ground up

Led the transformation of the group FP&A function and reporting for a Tier 1 aerospace supplier, replacing fragmented site-level processes with a single group standard.

Result: one FP&A function, one version of the numbers, group-wide

Not sure Pigment or Anaplan is the right call?

A fixed-scope, three-week diagnostic gives you a vendor-neutral answer.

Enquire