Through the years, Enterprise Performance Management (EPM) evolved from finance departmental initiatives to now include cross functional enterprise solutions. Today, implementations comprise an even broader user community, which brings in elements of change management, risk management, and increased data integration. Modern CFOs apply the new age digital technologies in their EPM processes to address multiple stakeholders and conduct their teams toward more business partnering and enhancing proactivity. San Francisco based ADI Strategies (ADI) is a professional services firm that continues to make an intensive effort to create industry and technical intellectual property to deal with ever changing regulatory compliance pressures.

“Our industry templates are being used as leading practices for financial reporting, enterprise planning, governance and risk management and data governance expediting implementation timelines and solution adoption,” says Mario Desiderio, ADI’s President. “Designed by our team of multi discipline consultants, including individuals from industry, functional experts with CPAs and MBAs, and certified technology professionals, our solutions are supported with a strong infrastructure team and managed service offering for ongoing support.”

ADI specializes in identifying and integrating the information sets that provide critical perspective to analysts and other decision makers. ADI provides multi dimensional analytic solutions for the continuously evolving industry. “As a firm, we were founded on building database centric multi dimensional analytic solutions,” Desiderio notes. “We have since grown to deliver application centric solutions to our portfolio of services, including those that solve issues with planning and management reporting, financial reporting and consolidations, costing and profitability reporting. In the past few years we have also added enterprise risk management, operational and customer insights.”

The company specializes in helping customers understand, design, and implement EPM solutions that are customized for the unique needs and requirements of each customer while benefiting from decades of analysis and implementation experience. They help customers understand how to balance functionality and complexity while avoiding usability compromises.

According to Karen Trainer, ADI’s Director of marketing, modern EPM tools leverage cloud, mobile and big data technology to change the way organizations operate. “Access to corporate internal information, along with information that is available via the Internet, enables organizations to gather deeper and richer analytics about their customer base, stay ahead of industry factors, and manage their business better,” Trainer explains.