EPM Consulting and Services
EPM services to implement, migrate, integrate and optimize your FP&A platform
Implant
New EPM model
Maintain
Support and development
Migrate
Platform change
Recover
Applications and projects
We support the entire lifecycle of your EPM solution, ensuring that technology drives better decision-making, reliable data, and results that translate into value for your business.
Platforms in which we are experts:
What do you need to do with your EPM platform regarding financial and operational planning and budgeting, financial consolidation, and reporting?
Determine where to start
We analyze your situation and help you build a realistic roadmap.
Implement a new platform
We design, configure, and implement your EPM solution end-to-end.
Integrate with other systems
We connect your EPM with ERP, BI, DWH, and other data sources.
Migrate or modernize
We evolve your current platform into more powerful and flexible solutions.
Maintain and provide support
Functional and technical support, including for third-party applications.
Recover or stabilize
We recover stalled projects or applications with critical issues.
Optimize and improve performance
We improve the performance, processes, and quality of your EPM application.
Our EPM service offering
The support your organization needs, when it needs it.
EPM Implementation:
From functional definition to production rollout.
From functional definition to production rollout.
When a new need arises within the FP&A function, the challenge is not simply about installing a tool. It is about transforming complex financial processes into a management model that is more agile, reliable, and ready to evolve.
At Nova, we approach every implementation as a transformation project: we connect strategy, processes, data, technology, and people to build EPM applications that address current needs without limiting future growth.
The project covers the functional definition of requirements, detailed analysis and design, integration with the technology ecosystem, and deployment into production, including training and documentation.
Includes:
- Identification of needs and use cases for financial and operational planning and budgeting,
- Financial consolidation and reporting;
- Prioritization of processes and implementation roadmap;
- Technological selection criteria;
- Functional and data architecture;
- Dimensions, hierarchies, calculations, and business rules;
- Workflows, users, permissions, and security;
- Integration with ERP, data warehouse, HR, and BI;
- Unit, integration, and functional tests;
- Role-based training and transition to support.
Targeted at: Organizations looking to implement their first EPM platform or replace a solution that no longer meets their current level of complexity.
EPM application migration:
Switching platforms without carrying over unnecessary complexity.
Switching platforms without carrying over unnecessary complexity.
A migration may be necessary due to a platform change, a merger, a transformation of corporate architecture, the end of a solution’s lifecycle, or the need to access new capabilities.
Nova helps migrate EPM applications between platforms, preserving accumulated functional knowledge and reducing the risks associated with the transition.
A migration should not replicate all the problems of the previous application within a new technology. For this reason, we recommend conducting a preliminary assessment; this turns the migration into an opportunity to modernize the solution, rather than a mere technological transfer.
Includes:
- Identify what should be preserved;
- Eliminate unnecessary complexity;
- Update rules and models;
- Redesign workflows;
- Review integrations;
- Improve data structures;
- Take advantage of the new platform;
- Prepare the application for future needs.
Aimed at: Organizations that need to exit an end-of-life platform or modernize their EPM architecture on Oracle, OneStream or Jedox.
Maintenance and Support:
Continuity and evolution, including on third-party applications.
Continuity and evolution, including on third-party applications.
The release into production does not mark the end of the project. It marks the beginning of the application’s operational life.
From that point on, the solution must remain operational and adapt to changes within the organization, internal processes, regulations, and the technological platform itself.
We can also take on applications implemented by third parties: we analyze the existing solution, reconstruct the necessary knowledge, and define a support framework that enables you to regain control of the application.
Includes:
- Resolution of incidents;
- Corrective maintenance;
- Functional and technical support;
- Evolution of processes and rules;
- Adaptation of reports and templates;
- Incorporation of functionalities;
- Support for users and administrators;
- Documentation update;
- Gestión de solicitudes futuras.
Aimed at: Organizations that need to keep their EPM environment operational and aligned with business changes, or that have lost support from their original provider.
EPM Training:
Users, functional and technical administrators, regarding the actual application.
Users, functional and technical administrators, regarding the actual application.
Knowledge is an essential component of any EPM application. Users must understand how to use the tool, as well as the processes, rules, and responsibilities associated with it.
The training is tailored to different profiles and levels of experience, using the organization’s own application as a reference.
The goal is to facilitate adoption, increase team autonomy, and reduce reliance on knowledge concentrated in a few individuals.
Includes:
- Functional use of the application;
- Functional administration;
- Technical administration; New functionalities;
- Client-specific processes;
- Onboarding of new users;
- Reinforcement and updating of knowledge.
Aimed at: FP&A teams, controllers, finance and IT professionals, and administrators who want to increase their autonomy and reduce external dependency.
EPM application hosting:
On-premise or private cloud with technical operations included.
On-premise or private cloud with technical operations included.
Most of the platforms Nova works with operate on a Software as a Service (SaaS) model and provide their own hosting. However, some organizations require specific infrastructure for technical, operational, or regulatory reasons.
For these situations, Nova offers hosting services through a partnership with a specialized data center.
The goal is to provide a stable and secure environment for on-premises applications, private clouds, or other specific architectures.
Includes:
- Infrastructure hosting;
- Technical operation;
- Specialized personnel;
- Agreed service levels;
- Applicable data protection;
- Coordination with functional and technical maintenance.
Aimed at: Organizations with specific requirements regarding the residency, operation, or control of their data and applications.
EPM diagnosis and assessment:
Compare the current application with the model the company needs.
Compare the current application with the model the company needs.
The needs of an organization change over time. An application that was adequate when it was implemented may no longer respond to the company’s new size, structure, volume of information, or operating model.
Nova conducts diagnostics and assessments to compare the current state of the EPM application with the model required by the organization.
The result is a structured view of the situation, areas for improvement, and recommended actions, accompanied by a prioritized roadmap.
Includes:
- Functional coverage;
- Architecture and data model;
- Integrations;
- Rendimiento y estabilidad;
- Scalability;
- Quality and traceability; Information governance;
- User experience;
- Security and permissions;
- Support processes;
- Unutilized capabilities;
- Future needs.
Aimed at: Organizations that know their EPM environment needs to evolve, but are not yet clear on what to change or where to begin.
Data Architecture and Data Governance:
The rules that make it possible to trust the information.
The rules that make it possible to trust the information.
The value of an EPM application depends directly on the quality, availability, and reliability of its data.
An appropriate architecture must ensure that information reaches the people and systems that need it, with the necessary controls to protect its integrity and ensure responsible use.
Data governance should not be an additional administrative layer, but rather the set of rules that makes it possible to trust the information.
Includes:
- Sources of information;
- Proprietary data systems;
- Those responsible for creation and validation;
- Quality rules;
- Conciliation processes;
- Traceability and lineage;
- Access, permissions, and confidentiality;
- Cybersecurity requirements;
- Integration with corporate applications;
- Availability for analytics and AI;
- Evolution of data models.
Aimed at: Organizations with scattered data, multiple versions of information, or difficulties in ensuring the consistency of their reports.
EPM AI Ready:
Governed data and controls before activating AI.
Governed data and controls before activating AI.
The performance of an EPM application can degrade due to historical growth, an increase in users, the incorporation of new rules or an architecture that no longer meets current needs.
This degradation can affect load times, calculation processes, report generation, forms, integrations, and the user experience.
Las actuaciones de optimización buscan recuperar el rendimiento y permitir que la aplicación siga creciendo sin comprometer su operatividad.
Includes:
- Data models;
- Dimensional structures;
- Calculation rules;
- Business logic;
- Loading processes;
- Volume of information;
- Consultations and reports;
- Scheduled processes;
- Platform configuration;
- Actual use of the application;
- Technical architecture.
Aimed at: Organizations whose application has lost speed, stability, or efficiency, and that want to understand what is happening before considering a migration.
EPM application recovery:
Restore operations while preserving the integrity of the application and the data.
Restore operations while preserving the integrity of the application and the data.
A critical application can be affected by a cyberattack, an infrastructure failure, a data center issue, data corruption, or another incident that compromises its availability.
In these situations, the priority is to safely restore operational capacity and preserve data integrity. Nova analyzes the state of the solution, identifies recoverable components, and works to re-establish their technical and functional operation.
Recovery should not be limited to simply getting the application up and running again. It should also provide insight into the causes of the problem and reduce the risk of it recurring.
Includes:
- Diagnosis of the incident;
- Review of applications and configurations;
- Data and component recovery;
- Restoration of operations;
- Analysis of causes;
- Preventive recommendations.
Aimed at: Organizations that have experienced a major failure, data corruption, or critical disruptions within their EPM environment.
EPM project recovery:
Regain control and chart a viable path to production.
Regain control and chart a viable path to production.
Selecting a good platform does not, by itself, guarantee the success of an implementation. The outcome also depends on the quality of the analysis, the team’s experience, the clarity of the scope, coordination among the parties involved, and the proper management of expectations.
When any of these elements fail, the project can accumulate delays, cost overruns or results that do not respond to initial needs.
The goal is to regain control, redefine the foundations of the project, and establish a viable path toward moving into production.
Includes:
- What work can be preserved;
- Which problems are functional;
- Which problems are technical;
- What difficulties are organizational;
- If the scope remains realistic;
- Which decisions should be reviewed;
- What capabilities does the team need;
- What plan will allow the project to be completed?
Aimed at: Organizations with EPM projects that are stalled, delayed, over budget, or failing to deliver the expected results.
Audit and optimization:
Identify the root causes of the performance loss..
Identify the root causes of the performance loss..
The performance of an EPM application can degrade due to historical growth, an increase in users, the incorporation of new rules or an architecture that no longer meets current needs.
This degradation can affect load times, calculation processes, report generation, forms, integrations, and the user experience.
Optimization efforts aim to restore performance and allow the application to continue growing without compromising its operability.
Includes:
- Data models;
- Dimensional structures;
- Calculation rules;
- Business logic;
- Loading processes;
- Volume of information;
- Consultations and reports;
- Scheduled processes;
- Platform configuration;
- Actual use of the application;
- Technical architecture.
Aimed at: Organizations whose application has lost speed, stability, or efficiency, and that want to understand what is happening before considering a migration.
EPM Implementation:
From functional definition to production rollout.
From functional definition to production rollout.
When a new need arises within the FP&A function, the challenge is not simply about installing a tool. It is about transforming complex financial processes into a management model that is more agile, reliable, and ready to evolve.
At Nova, we approach every implementation as a transformation project: we connect strategy, processes, data, technology, and people to build EPM applications that address current needs without limiting future growth.
The project covers the functional definition of requirements, detailed analysis and design, integration with the technology ecosystem, and deployment into production, including training and documentation.
Includes:
- Identification of needs and use cases for financial and operational planning and budgeting,
- Financial consolidation and reporting;
- Prioritization of processes and implementation roadmap;
- Technological selection criteria;
- Functional and data architecture;
- Dimensions, hierarchies, calculations, and business rules;
- Workflows, users, permissions, and security;
- Integration with ERP, data warehouse, HR, and BI;
- Unit, integration, and functional tests;
- Role-based training and transition to support.
Targeted at: Organizations looking to implement their first EPM platform or replace a solution that no longer meets their current level of complexity.
EPM application migration:
Switching platforms without carrying over unnecessary complexity.
Switching platforms without carrying over unnecessary complexity.
A migration may be necessary due to a platform change, a merger, a transformation of corporate architecture, the end of a solution’s lifecycle, or the need to access new capabilities.
Nova helps migrate EPM applications between platforms, preserving accumulated functional knowledge and reducing the risks associated with the transition.
A migration should not replicate all the problems of the previous application within a new technology. For this reason, we recommend conducting a preliminary assessment; this turns the migration into an opportunity to modernize the solution, rather than a mere technological transfer.
Includes:
- Identify what should be preserved;
- Eliminate unnecessary complexity;
- Update rules and models;
- Redesign workflows;
- Review integrations;
- Improve data structures;
- Take advantage of the new platform;
- Prepare the application for future needs.
Aimed at: Organizations that need to exit an end-of-life platform or modernize their EPM architecture on Oracle, OneStream or Jedox.
Maintenance and Support:
Continuity and evolution, including on third-party applications.
Continuity and evolution, including on third-party applications.
The release into production does not mark the end of the project. It marks the beginning of the application’s operational life.
From that point on, the solution must remain operational and adapt to changes within the organization, internal processes, regulations, and the technological platform itself.
We can also take on applications implemented by third parties: we analyze the existing solution, reconstruct the necessary knowledge, and define a support framework that enables you to regain control of the application.
Includes:
- Resolution of incidents;
- Corrective maintenance;
- Functional and technical support;
- Evolution of processes and rules;
- Adaptation of reports and templates;
- Incorporación de funcionalidades;
- Support for users and administrators;
- Documentation update;
- Management of future requests.
Aimed at: Organizations that need to keep their EPM environment operational and aligned with business changes, or that have lost support from their original provider.
EPM Training:
Users, functional and technical administrators, regarding the actual application.
Users, functional and technical administrators, regarding the actual application.
El conocimiento es un componente esencial de cualquier aplicación EPM. Los usuarios deben comprender cómo utilizar la herramienta, pero también los procesos, las reglas y las responsabilidades asociadas a ella.
The training is tailored to different profiles and levels of experience, using the organization’s own application as a reference.
The goal is to facilitate adoption, increase team autonomy, and reduce reliance on knowledge concentrated in a few individuals.
Includes:
- Functional use of the application;
- Functional administration;
- Technical administration; New functionalities;
- Client-specific processes;
- Onboarding of new users;
- Reinforcement and updating of knowledge.
Aimed at: FP&A teams, controllers, finance and IT professionals, and administrators who want to increase their autonomy and reduce external dependency.
EPM application hosting:
On-premise or private cloud with technical operations included.
On-premise or private cloud with technical operations included.
Most of the platforms Nova works with operate on a Software as a Service (SaaS) model and provide their own hosting. However, some organizations require specific infrastructure for technical, operational, or regulatory reasons.
For these situations, Nova offers hosting services through a partnership with a specialized data center.
The goal is to provide a stable and secure environment for on-premises applications, private clouds, or other specific architectures.
Includes:
- Infrastructure hosting;
- Technical operation;
- Specialized personnel;
- Agreed service levels;
- Applicable data protection;
- Coordination with functional and technical maintenance.
Aimed at: Organizations with specific requirements regarding the residency, operation, or control of their data and applications.
EPM diagnosis and assessment:
Compare the current application with the model the company needs.
Compare the current application with the model the company needs.
Las necesidades de una organización cambian con el tiempo. Una aplicación que era adecuada cuando se implantó puede dejar de responder al nuevo tamaño, estructura, volumen de información o modelo operativo de la empresa.
Nova conducts diagnostics and assessments to compare the current state of the EPM application with the model required by the organization.
The result is a structured view of the situation, areas for improvement, and recommended actions, accompanied by a prioritized roadmap.
Includes:
- Functional coverage;
- Architecture and data model;
- Integrations;
- Performance and stability;
- Scalability;
- Quality and traceability; Information governance;
- User experience;
- Security and permissions;
- Support processes;
- Unutilized capabilities;
- Future needs.
Aimed at: Organizations that know their EPM environment needs to evolve, but are not yet clear on what to change or where to begin.
Data Architecture and Data Governance:
The rules that make it possible to trust the information.
The rules that make it possible to trust the information.
The value of an EPM application depends directly on the quality, availability, and reliability of its data.
Una arquitectura adecuada debe garantizar que la información llega a las personas y sistemas que la necesitan con los controles necesarios para proteger su integridad y asegurar un uso responsable.
Data governance should not be an additional administrative layer, but rather the set of rules that makes it possible to trust the information.
Includes:
- Sources of information;
- Proprietary data systems;
- Those responsible for creation and validation;
- Quality rules;
- Conciliation processes;
- Traceability and lineage;
- Accesos, permisos y confidencialidad;
- Cybersecurity requirements;
- Integration with corporate applications;
- Availability for analytics and AI;
- Evolution of data models.
Aimed at: Organizations with scattered data, multiple versions of information, or difficulties in ensuring the consistency of their reports.
EPM AI Ready:
Governed data and controls before activating AI.
Governed data and controls before activating AI.
The performance of an EPM application can degrade due to historical growth, an increase in users, the incorporation of new rules or an architecture that no longer meets current needs.
This degradation can affect load times, calculation processes, report generation, forms, integrations, and the user experience.
Optimization efforts aim to restore performance and allow the application to continue growing without compromising its operability.
Includes:
- Data models;
- Dimensional structures;
- Calculation rules;
- Business logic;
- Loading processes;
- Volume of information;
- Consultations and reports;
- Scheduled processes;
- Platform configuration;
- Actual use of the application;
- Technical architecture.
Aimed at: Organizations whose application has lost speed, stability, or efficiency, and that want to understand what is happening before considering a migration.
EPM application recovery:
Restore operations while preserving the integrity of the application and the data.
Restore operations while preserving the integrity of the application and the data.
A critical application can be affected by a cyberattack, an infrastructure failure, a data center issue, data corruption, or another incident that compromises its availability.
In these situations, the priority is to safely restore operational capacity and preserve data integrity. Nova analyzes the state of the solution, identifies recoverable components, and works to re-establish their technical and functional operation.
Recovery should not be limited to simply getting the application up and running again. It should also provide insight into the causes of the problem and reduce the risk of it recurring.
Includes:
- Diagnosis of the incident;
- Revisión de aplicaciones y configuraciones;
- Data and component recovery;
- Restoration of operations;
- Analysis of causes;
- Preventive recommendations.
Aimed at: Organizations that have experienced a major failure, data corruption, or critical disruptions within their EPM environment.
EPM project recovery:
Regain control and chart a viable path to production.
Regain control and chart a viable path to production.
Selecting a good platform does not, by itself, guarantee the success of an implementation. The outcome also depends on the quality of the analysis, the team’s experience, the clarity of the scope, coordination among the parties involved, and the proper management of expectations.
When any of these elements fail, the project can accumulate delays, cost overruns or results that do not respond to initial needs.
The goal is to regain control, redefine the foundations of the project, and establish a viable path toward moving into production.
Includes:
- What work can be preserved;
- Which problems are functional;
- Which problems are technical;
- What difficulties are organizational;
- If the scope remains realistic;
- Which decisions should be reviewed;
- What capabilities does the team need;
- What plan will allow the project to be completed?
Aimed at: Organizations with EPM projects that are stalled, delayed, over budget, or failing to deliver the expected results.
Audit and optimization:
Identify the root causes of the performance loss..
Identify the root causes of the performance loss..
The performance of an EPM application can degrade due to historical growth, an increase in users, the incorporation of new rules or an architecture that no longer meets current needs.
This degradation can affect load times, calculation processes, report generation, forms, integrations, and the user experience.
Optimization efforts aim to restore performance and allow the application to continue growing without compromising its operability.
Includes:
- Data models;
- Dimensional structures;
- Calculation rules;
- Business logic;
- Loading processes;
- Volume of information;
- Consultations and reports;
- Scheduled processes;
- Platform configuration;
- Actual use of the application;
- Technical architecture.
Aimed at: Organizations whose application has lost speed, stability, or efficiency, and that want to understand what is happening before considering a migration.
Functional and technical specialization in EPM services.
An EPM application connects financial processes, data, technology, and people. That is why our teams combine management expertise with technical experience regarding these platforms.
We work with Oracle EPM, OneStream, and Jedox, as well as AI platforms specifically integrated with EPM and proprietary libraries we have developed ourselves; our services cover both new implementations and existing applications—including those developed by third parties.
- Understand the needs of Finance and FP&A.
- Translate them into functional models.
- Design integrations and architectures.
- Coordinate with IT.
- Reduce misunderstandings.
- Build maintainable solutions.
- Prepare the client to manage their application.
18 Years Old
working exclusively at EPM in Spain.
+ 40
Consultants with a certified functional and technical profile.
+ 10
key sectors with active clients: banking, retail, health, industry, etc.
EPM services for the entire lifecycle of your application.
EPM services for Oracle, OneStream, and Jedox.
We select and apply the technology that best suits your business, your architecture and your objectives.
The level of autonomy your organization decides on.
Moving to production does not necessarily mark the end of the relationship with Nova, nor does it imply a single working model.
Each organization decides how far it wants to go. Some prefer to manage their implementation independently, while others rely on the support of a specialized team for specific tasks. Many opt for an intermediate model, combining internal autonomy with expert guidance whenever needed.
At Nova, we do not impose a specific model for our working relationship. From the very beginning, we work to ensure you have the level of autonomy you truly need.
From the outset, we work to ensure that knowledge remains within your organization, by:
- Individuals trained to manage the solution.
- Active participation during the project.
- Knowledge transfer through training, documentation, and practice.
- Specialized support when necessary.
And when you need Nova, we’re still here.
Frequently asked questions about EPM services.
What stages does an EPM implementation include?
Can Nova maintain an application implemented by another provider?
Yes. We analyze the application, reconstruct the necessary knowledge, and establish a foundation for support and maintenance.
What is the difference between an assessment and a performance audit?
The assessment analyzes the application as a whole and compares it against current and future needs. The audit focuses primarily on identifying issues related to performance, configuration, or architecture.
Does the training take place in a demonstration environment?
What is the difference between application recovery and project recovery?
Application recovery aims to restore a solution affected by a critical incident. Project recovery aims to unblock an implementation that is stalled or failing to meet its objectives.
Is it necessary to conduct an assessment before a migration?
No siempre, pero es recomendable para decidir qué debe conservarse, qué conviene rediseñar y qué complejidad no debería trasladarse a la nueva plataforma.
Can an EPM application connect with external artificial intelligence solutions?
Sí. Las plataformas pueden utilizar capacidades nativas o conectarse con soluciones externas, siempre que existan datos, arquitectura, controles y procesos adecuados.
What level of autonomy can the client achieve following implementation?
It depends on internal capabilities, the level of involvement during the project, the time available, and the responsibilities the organization wishes to assume.
Tell us what you need to do with your EPM application.
Whether it’s a new implementation, an application requiring support, a pending migration, a stalled project, or a platform that needs to be prepared for new capabilities, we analyze the situation from both a functional and technical perspective to help you determine the next step.