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Enhancing Your CPM Technology for Growth: Your Partners in Optimization

More than half of CPM implementations fail or are not fully optimized. And while your Finance team might already have a technology system in place, it might not be living up to its potential — whether due to poor user adoption, underleveraged features, or explosive company growth. As a result, you’re likely spending unnecessary time on manual data entry/processing, dealing with frustrating system performance issues, and realizing a poor ROI — rendering your tech ineffective in guiding accurate financial decision-making for your business.

Enter: Accordion’s CPM Health Check experts.

While Accordion can provide end-to-end budgeting and reporting technology support, the full range of services is not always necessary. If your Finance team has already implemented technology but you need help optimizing, Accordion’s CPM Health Check is right for you. The well-integrated, fully functioning budgeting and reporting system you’ve dreamed of to accelerate your close process, reduce reporting time, and fulfill metrics requests is within your grasp.

We Are Experts In

Accordion's CPM Optimization Roadmap

Our budgeting and reporting consultants are a rare hybrid between technologists and finance specialists; we’ve not only successfully optimized countless technology systems, but we’ve also been the end-user. In 2-4 weeks, we’ll evaluate your system for visibility, scalability, and best practices to expand and accelerate your business. We will:

Gather & Identify

Our team of experts gather information and identify key constituents for fintech system discussions and review.

Meet & Follow Up

We’ll facilitate end-to-end workshops with key stakeholders (including process walkthroughs as required) and follow up with any outstanding questions.

Document & Assess

We’ll document current state observations — assessing your current technology structure & dimensionality and reviewing business data flows — and determine our future state recommendations.

Develop

After synthesizing observations, our team will develop a roadmap and timeline for all improvement/strategic initiatives (including all tech dependencies).

Outline & Review

We’ll outline priority initiatives with incorporated requirements (i.e., stakeholders, level of impact vs. effort, third-party support, etc.) and review this outline with your team (i.e., company management, sponsors, and all other necessary parties).

Implement

Once all initiatives are solidified, it’s time for our team to implement. With your optimized system, you’ll be leveraging the full capabilities of your chosen technology to empower your finance team and increase value creation.

CPM Health Check Key Outcomes

  • Improved Data Consolidation, Financial Analysis & Month End Close

  • Standardize & Scale Your Reporting Processes

  • Actionable & Accurate Forecasting

  • Streamlined Business Operations

  • Data Integrity Across Your Tech Stack

Meet (Some of) Accordion’s CPM Experts

Kristin Tutchstone
Kristin Tutchstone
Solution Lead

Kristin is a well-versed Enterprise Performance Management (EPM) Solution Lead certified in multiple financial systems, with more than five years of experience specializing in deploying business solutions that deliver meaningful value add to finance teams. Concentrating in technologies such as Oracle EPM and Planful, Kristin has served as Developer and Analyst for numerous projects with clients ranging from mid-market to Fortune 500 companies.  Read more

Adam Stevens
Adam Stevens
Solution Lead

Adam is a Solution Lead with over 9 years of consulting experience within the office of the CFO. Adam’s experience is focused on deploying planning and financial management software for clients ranging from small businesses to Fortune 50.  Read more

Evan Leffler
Evan Leffler
Solution Lead

Evan is a Solution Lead with 15 years of implementation experience – working with clients spanning a variety of sectors including Oil & Gas, Energy, Financial Services, Private Equity, and Aerospace/Defense. Evan has extensive experience with the Oracle Enterprise Performance Management suite of tools as well as Planning, Essbase, and Profitability applications.  Read more

Gena McCan
Gena McCan
Solution Lead

Gena is a Solution Lead in Corporate Systems Integration & Technology with over two decades of financial reporting and system implementation experience for companies ranging from Fortune 100 to small LLC’s. Her experience also includes working with private equity groups in the hospitality, distribution, MRO management, and aerospace industries with operations throughout North America.  Read more

Rebecca Pfender
Rebecca Pfender
Solution Lead

Rebecca is a Solution Lead in Accordion’s CFO Tech Practice with nearly seven years of experience in system implementation and project management experience. She’s worked with clients spanning from Fortune 500 companies to smaller private companies as a certified Anaplan Solution Architect, certified Master Anaplanner, and Scrum Master.  Read more

Ready for a CPM Health Check?

Contact us today to get started.