EPM consulting and implementation for Taiwan and Hong Kong

Why EPM, and why now

ERP tells you what happened; EPM helps you decide what to do next. AI is now mature enough to automate variance analysis, forecasting and narrative reporting, which makes this the right time to replace spreadsheet-based close and planning with one connected model across business units.

• Faster month-end and group close
• One version of the truth across subsidiaries
• Driver-based budgets and rolling forecasts
• AI-assisted analysis and commentary

How we implement EPM

We start from your business logic, not from software screens: multidimensional design (time, entity, account), hierarchies, ERP integration, versions and scenarios, then drivers and assumptions. Our consultants combine platform certification with FP&A domain knowledge.

• EPM readiness assessment and platform selection
• Solution design and ERP / data integration
• Build, testing, training and go-live
• Managed support and continuous improvement

Vendor-neutral, multi-platform

We work with Jedox, YonYou, CCH Tagetik, Oracle EPM, EVOX, Anaplan, Workday Adaptive Planning, Pigment and NetSuite Planning and Budgeting, in the cloud or on-premise, so the recommendation fits your ERP, budget and data-residency needs.

Implementation approach

We begin with a focused discovery of your finance process, reporting calendar, source systems and controls. The delivery then moves through design, configuration, data integration, user testing, training and a controlled go-live.

• Process and requirements workshop
• Solution blueprint and data mapping
• Build, testing and finance-user validation
• Go-live support and continuous improvement

How to decide if this is the right fit

The right choice depends on process complexity, deployment policy, current ERP, user experience, internal skills and total cost. 3PEAKS evaluates these factors against your real requirements before recommending a platform.

What a successful project delivers

Success is measured in a faster and more controlled finance cycle, not simply installed software. We define measurable outcomes before implementation and validate them with process owners during testing.

• Less spreadsheet collection and reconciliation
• Clear ownership, workflow and audit trail
• Faster reporting and scenario turnaround
• A scalable model finance can maintain

Frequently Asked Questions

What is EPM?

EPM (Enterprise Performance Management) is software and process for financial consolidation, budgeting, forecasting, planning and management reporting. It sits on top of ERP and turns transactions into decisions.

What is the difference between ERP and EPM?

ERP records daily transactions. EPM consolidates entities, plans and forecasts, models scenarios and reports performance across the group.

Does 3PEAKS serve companies outside Kaohsiung?

Yes. We serve clients across Taiwan and Hong Kong, and with our parent company Elufa Systems (Hong Kong, since 2003) across Asia-Pacific.