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What We Do

EPM services built for mid-market scale.

From platform selection to long-term optimization — Prizm is with you at every step of your EPM journey.

01
📋

EPM Implementation

Full-cycle implementation of Anaplan and Pigment — from requirements gathering and design through build, testing, go-live, and hypercare.

  • ✓ Platform selection advisory
  • ✓ Custom architecture design
  • ✓ Data integration & migration
  • ✓ User acceptance testing
  • ✓ Go-live support & hypercare
02
🔗

Connected Planning

Integrated planning environments where finance, HR, operations and sales operate from a single, trusted set of numbers.

  • ✓ Financial planning & forecasting
  • ✓ Workforce planning models
  • ✓ Revenue operations planning
  • ✓ Scenario modeling & analysis
  • ✓ Driver-based planning frameworks
03
📊

Reporting & Analytics

Reporting frameworks and executive dashboards giving CFOs and leadership teams instant visibility into the metrics that drive decisions.

  • ✓ Executive dashboard design
  • ✓ Management reporting automation
  • ✓ KPI framework development
  • ✓ Variance analysis models
  • ✓ Board & investor reporting
04
🔧

Managed Service Support

Ongoing support, optimization, and evolution of your EPM platform as your business grows and your needs change.

  • ✓ 24-hour SLA response guarantee
  • ✓ Monthly model optimization
  • ✓ User training & onboarding
  • ✓ Platform upgrades & enhancements
  • ✓ Quarterly business reviews
05
🏥

EPM Health Check

Already have an EPM platform not delivering? We audit your implementation, identify gaps, and build a roadmap to unlock the value you paid for.

  • ✓ Current-state assessment
  • ✓ Performance benchmarking
  • ✓ Optimization roadmap
  • ✓ Quick-win identification
  • ✓ Team skills assessment
06
🎓

Training & Enablement

Comprehensive training programs, documentation, and champion programs to ensure your team is truly self-sufficient.

  • ✓ Role-based training programs
  • ✓ Documentation & user guides
  • ✓ Internal champion development
  • ✓ Train-the-trainer programs
  • ✓ Ongoing learning resources
Where We Specialize

Deep expertise in the industries
and use cases that matter most.

Industry Specialization
🏪

Retail & CPG

Seasonal demand planning, SKU-level profitability, trade spend management, and multi-channel performance — built for the speed and granularity retail finance teams require.

  • ✓ Trade promotion planning
  • ✓ Assortment profitability
  • ✓ Omnichannel performance mgmt
  • ✓ Demand-driven forecasting
🏦

Financial Services

Regulatory reporting, loan portfolio planning, margin analysis, and balance sheet modeling — with the precision and compliance that financial services firms demand.

  • ✓ Balance sheet planning
  • ✓ Net interest margin modeling
  • ✓ Regulatory capital planning
  • ✓ Loan portfolio forecasting
🏛️

Government Contractors

Contract-level P&L, indirect rate management, cost pool allocations, and compliance-driven reporting — purpose-built for the complexity of govcon finance operations.

  • ✓ Indirect rate modeling
  • ✓ Contract-level profitability
  • ✓ DCAA-aligned reporting
  • ✓ Bid & proposal planning
Use Case Specialization
💻

IT Financial Management

Bring transparency and accountability to technology spend. We build IT cost allocation models, chargeback and showback frameworks, and technology portfolio planning tools.

  • ✓ IT cost allocation & chargeback
  • ✓ Technology portfolio planning
  • ✓ Run/grow/transform analysis
  • ✓ IT capacity cost modeling
📉

Cost & Profitability

Understand true profitability at the product, customer, channel, or business unit level. Driver-based cost allocation and profitability models that go beyond the G/L.

  • ✓ Activity-based costing models
  • ✓ Customer & product profitability
  • ✓ Channel margin analysis
  • ✓ Overhead allocation frameworks
🏠

Retail Loan Modeling

Purpose-built loan portfolio planning for retail and consumer lenders. Origination volumes, prepayment assumptions, credit loss forecasting, and NIM.

  • ✓ Origination & prepayment modeling
  • ✓ Credit loss & CECL forecasting
  • ✓ NIM & spread analysis
  • ✓ Portfolio mix optimization
FAQ

Common questions

What EPM platforms does Prizm specialize in?
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We are certified partners for Anaplan and Pigment — two of the leading EPM platforms for mid-market organizations. Our deep specialization in these platforms means faster implementations, fewer surprises, and better outcomes for your business.
How long does a typical EPM implementation take?
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Most mid-market implementations run 3–6 months depending on scope, data complexity, and modules being deployed. We provide a detailed timeline during discovery and are proud of our track record of on-time delivery.
Do you work with companies that already have an EPM platform?
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Absolutely. Many clients come to us with an existing EPM implementation not delivering expected value. Our EPM Health Check service is designed to assess the current state, identify gaps, and build an optimization roadmap.
What size companies do you work with?
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We focus on mid-market organizations — typically $50M to $1B in revenue. These companies have complex enough needs to require proper EPM, but often lack the internal resources of an enterprise. That's exactly where Prizm adds the most value.
How do you ensure adoption after go-live?
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Adoption is built in from day one — not bolted on at the end. We involve your team in design decisions, build documentation tailored to how users actually work, and offer structured training programs and hypercare periods managed service.

Not sure which service is right for you?

Let's have an honest conversation. We'll help you figure out exactly what you need — even if that means starting smaller than expected.

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