Analytics-Based Enterprise Performance Management

Analytics-Based Enterprise Performance Management

Learn how Enterprise Performance Management (EPM) is the seamless integration of many managerial methods including strategy execution (balanced scorecard); product, channel, and customer profitability reporting. Understand how EPM includes financial planning and analysis (FP&A) using capacity-sensitive driver-based rolling financial forecasts. These are imperatives that any organization can use to excel, yet remain viable and competitive.

4  Reviews   5.0 of 5.0

Course Goal

  • Describe the various Enterprise Performance Management EPM methods
  • Describe the uses of Business Analytics
  • Learn about a Strategy Map and its associated Balanced Scorecard with KPIs
  • Understand capacity-sensitive driver-based budgeting and rolling financial forecasts
  • Learn how to assess a companys EPM stage of maturity
  • Explain how to measure and manage product, channel and customer profitability


  • Executives and Managers


Lesson Plan

1 Introduction Preview
Understanding Performance Management
2 What is Performance Management?
Understanding Business Analytics
3 What is Business Analytics
Pressures that cause interest in EPM
4 What pressures that have caused interest in EPM?
5 Executive Frustration with Strategy Failure
6 Mistrust of Managerial Accounting Systems
7 Customer Value Management
8 Rapid Prototyping
9 Contentious Budgeting - Poor Resourse Capacity Planning
International Federation of Accountants
10 IFAC Diagrams
EPM as a Value Multiplier through Integration
11 EPM as a Value Multiplier
12 Summary and Conclusions
13 Disclaimer


Gary Cokins

4.8 Average Rating

12 Reviews

80 Students

3 Courses

Gary Cokins


I am the founder of Analytics-Based Performance Management LLC. It provides advisory services to organizations, consulting firms, and software vendors with their challenges with how to get started, implement, and get leverage from enterprise corporate performance management (EPM / CPM) methods. These include activity-based costing (ABC), customer profitability value analysis, analytics, driver-based budgeting and rolling financial forecasts, strategy maps, balanced scorecard KPIs, dashboards PIs, and enterprise risk management (ERM).

More Courses by Gary Cokins:

Measuring and Managing Customer Profitability
Measuring and Managing Customer Profitability

Today’s customers view suppliers’ products and service lines as commodities.  We often find that the...


Average Rating

Driver-based Planning, Forecasting and Budgeting
Driver-based Planning, Forecasting and Budgeting

Do you want to champion balanced scorecards with KPIs, driver-based budgeting and rolling financial forecasts at your...


Average Rating

View All Courses

Student Feedback


Average Rating


Annual Subscription to All Courses

Or subscribe to this course for


Training 5 or more people?

Unlimited access for your entire SAP team including admin platform and premium reporting.

SAP Training for Businesses

Language: English
Level: All Levels
Duration: 1.5 hours
Type:  Instructor-led
Category: SAP Financials

SAP students


student views.
Join them!

Related Courses