If you’ve been through an ERP project, or you’re deep in the middle of one, then you already know it’s not a quick win. These projects take time. They involve people across the company, plenty of decisions, and usually a few surprises along the way.
And while ERP can absolutely modernize how your systems run, it’s not enough on its own to change how your finance function performs.
That’s where CPM comes in.
ERP Takes Time. CPM Delivers Value While You’re Still in Rollout.
ERP transformations are massive undertakings. They require long-term commitment, cross-functional coordination, and years of effort before ROI is even visible. We have seen this firsthand across industries.
But why wait years to deliver value when CPM transformation can drive results in months?
Finance teams implementing modern CPM solutions, like CCH Tagetik, alongside their ERP projects are achieving faster close cycles, better forecasts, and clearer visibility, before their ERP even goes live.
| Inulta insight: A parallel CPM implementation creates momentum. It delivers quick wins, improves adoption, and keeps the CFO’s transformation vision alive throughout long ERP cycles. |
Avoid Problems Before They Happen
The data speaks for itself:
- 70% of ERP initiatives fail to meet business goals by 2027 (Gartner)
- 3 out of 4 ERP projects miss budgets or deadlines (McKinsey)
- 42% fail due to poor change management (Godlan)
Most of these failures stem from misalignment, between systems, processes, data, or teams. But here is the opportunity: a modern CPM platform acts as the strategic layer that aligns everything.
When we help customers implement CPM and ERP together, we eliminate guesswork. We define financial KPIs, reporting structures, and data governance on Day 1, so the ERP can be built to support them, not the other way around.
Your ERP Is Operational. Your CPM Should Be Strategic.
CFOs often ask us: “Why not finish the ERP first, then look at CPM?”
Our answer: because that’s not how high-performing finance organizations work anymore. The most progressive companies we work with understand this: ERP manages the transactions. CPM drives the decisions.
When you treat CPM as an afterthought, your ERP ends up optimized for operations, but not for planning, analysis, or performance management. That’s when costly redesigns and reporting workarounds start creeping in.
Set the Foundation and Not Just the System
There’s a lot of talk right now about AI, automation, and real-time everything. None of that works if your data model is held together with duct tape. If your entities don’t reconcile. If the first version of your reports is never the version that gets sent.
CPM platforms like CCH Tagetik do more than consolidate plans and reports, they bring order to the chaos. They align your financial hierarchies, rules, and workflows across systems, so when your ERP starts generating data, you’re ready to turn it into insight.
Where We Focus
We don’t come in to sell software. We come in to help finance teams build something that works and that lasts.
We bring a finance-first approach to transformation, helping organizations align strategy and execution from day one. Our role is to ensure that every step of your ERP and CPM journey is built to drive performance, not just process.
Here’s how we help:
- Helping you define what matters, before systems are locked down
- Connecting CPM and ERP so the handoffs are clean
- Rolling out in phases that deliver value early
- Making sure controls, reporting, and compliance are strong
- And designing for growth: AI, ESG, and whatever’s coming next
Sometimes the win is a faster close. Sometimes it’s fewer manual steps. Sometimes, it’s just knowing you’re not reliant on a key person and an Excel file to get the job done every period.
If Any of This Sounds Familiar…
We’d be happy to have a real conversation. Just a chance to talk about where you are, and what you want your finance function to look like 6 or 12 months from now.
Because in our experience, the sooner finance leads the strategy, not just follows the systems, the better the outcome.