Customer Success Stories

See how finance teams are transforming their EPM workflow with AI

85%
Faster data retrieval
12 hrs
Saved per week
60%
Fewer support tickets
3x
Faster onboarding

Real Results From Real Teams

Every organization has unique EPM challenges. Here is how three teams solved theirs.

Global Retail Corporation

Retail & Consumer Goods | 50+ EPM Users | PBCS + FCCS

Challenge

Finance team spent 15+ hours weekly pulling data from EPM for regional managers. MDX expertise was concentrated in 2 senior analysts, creating bottlenecks and single points of failure across the organization.

Solution

Deployed EPM Agent across 3 planning applications. Configured custom context mappings for 200+ retail-specific terms, enabling self-service data access for all regional managers.

85%
Reduction in query time
12 hrs
Saved per week
6 weeks
Time to ROI
"Our regional managers can now get their own data in seconds instead of waiting days for the analytics team." -- VP of Financial Planning

Multinational FMCG Corporation

Fast-Moving Consumer Goods | 100+ EPM Users | PBCS + PCMCS + FCCS

Challenge

Global consolidation across 40+ entities with complex intercompany eliminations. Monthly close took 10+ business days with frequent data errors discovered late in the cycle.

Solution

EPM Agent deployed for consolidation validation and cross-entity analysis. AI-powered intercompany checking catches discrepancies in real-time during the close process.

3 days
Reduction in close cycle
95%
Fewer data errors
$200K
Annual savings
"EPM Agent catches consolidation issues that used to take us days to find manually." -- Global Controller

Regional Banking Group

Financial Services | 25 EPM Users | FCCS + TRCS

Challenge

Regulatory reporting required frequent ad-hoc data pulls from EPM. A small EPM team of 3 was overwhelmed with requests from compliance, audit, and management.

Solution

Self-service EPM queries via EPM Agent with a custom knowledge base for banking-specific terminology, regulatory terms, and standard report structures.

70%
Fewer support tickets
4x
Faster regulatory queries
2x
Team capacity doubled
"Our compliance team can now run their own EPM queries without waiting for IT." -- Head of Financial Systems

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