CPM Health Check
Enhancing Your CPM Technology for Growth: Your Partners in Optimization
More than half of CPM implementations fail or are not fully optimized. And while your Finance team might already have a technology system in place, it might not be living up to its potential — whether due to poor user adoption, underleveraged features, or explosive company growth. As a result, you’re likely spending unnecessary time on manual data entry/processing, dealing with frustrating system performance issues, and realizing a poor ROI — rendering your tech ineffective in guiding accurate financial decision-making for your business.
Enter: Accordion’s CPM Health Check experts.
While Accordion can provide end-to-end budgeting and reporting technology support, the full range of services is not always necessary. If your Finance team has already implemented technology but you need help optimizing, Accordion’s CPM Health Check is right for you. The well-integrated, fully functioning budgeting and reporting system you’ve dreamed of to accelerate your close process, reduce reporting time, and fulfill metrics requests is within your grasp.
Accordion's CPM Optimization Roadmap
Our budgeting and reporting consultants are a rare hybrid between technologists and finance specialists; we’ve not only successfully optimized countless technology systems, but we’ve also been the end-user. In 2-4 weeks, we’ll evaluate your system for visibility, scalability, and best practices to expand and accelerate your business. We will:
Gather & Identify
Our team of experts gather information and identify key constituents for fintech system discussions and review.
Meet & Follow Up
We’ll facilitate end-to-end workshops with key stakeholders (including process walkthroughs as required) and follow up with any outstanding questions.
Document & Assess
We’ll document current state observations — assessing your current technology structure & dimensionality and reviewing business data flows — and determine our future state recommendations.
After synthesizing observations, our team will develop a roadmap and timeline for all improvement/strategic initiatives (including all tech dependencies).
Outline & Review
We’ll outline priority initiatives with incorporated requirements (i.e., stakeholders, level of impact vs. effort, third-party support, etc.) and review this outline with your team (i.e., company management, sponsors, and all other necessary parties).
Once all initiatives are solidified, it’s time for our team to implement. With your optimized system, you’ll be leveraging the full capabilities of your chosen technology to empower your finance team and increase value creation.
Featured CPM Health Check Case Studies
CPM Health Check Key Outcomes
Improved Data Consolidation, Financial Analysis & Month End Close
Standardize & Scale Your Reporting Processes
Actionable & Accurate Forecasting
Streamlined Business Operations
Data Integrity Across Your Tech Stack
Ready for a CPM Health Check?
Contact us today to get started.