It's more than a process—it’s a backbone for business agility.
CFOs today are under unprecedented pressure to do more than just manage the numbers. They’re expected to lead digital transformation, navigate economic uncertainty, ensure compliance, and deliver strategic value across the organization. This requires more than just traditional financial systems—it demands robust performance management capabilities that provide seamless data integration, actionable business insight, accurate demand forecasting, agile financial planning and reporting, and effective content management.
One of the biggest pain points for CFOs today is the fragmented nature of enterprise data. Information is often siloed across systems, making it difficult to gain a unified, real-time view of business performance. Without integrated data, finance teams struggle to generate insights quickly or confidently. This impacts everything from forecasting accuracy to the ability to adapt plans and budgets on the fly.
CFOs are also grappling with the need for more agile and intelligent planning processes. Legacy tools and static spreadsheets can’t keep up with the speed of modern business. Organizations need to simulate scenarios, adjust plans quickly, and deliver up-to-date reporting to executives and stakeholders. And beyond finance, there’s a growing demand to automate the management of operational content—from invoices and contracts to dashboards and analytics—to ensure compliance and streamline processes across departments.
Today’s manufacturing, distribution, and building supply companies often face a range of operational challenges that hinder efficiency and profitability. Common issues include fluctuating demand, supply chain disruptions, inventory mismanagement, and rising material and labor costs. These problems are compounded by outdated systems and siloed data, making it difficult to obtain real-time insights and make proactive decisions. Additionally, regulatory compliance, quality control, and customer service expectations place added pressure on these industries to operate with precision and agility.
Organizations that invest in effective performance management strategies often see a measurable return in various areas:
At Epicor, we call this Performance Management, and it reflects a broader vision than just financial control. Our mission is to empower customers to make better, faster decisions at every level of their organization. The goal isn’t simply to deliver technology—it’s to enable people to run their business more effectively, with the right data, tools, and processes in place.
Epicor’s approach focuses on integrating disparate data sources, improving both reporting and planning, enabling automated content management, and delivering intuitive, interactive dashboards that put insights directly in the hands of decision-makers. It’s about breaking down silos between systems and departments and building a performance-driven culture through technology.
Our solutions help CFOs and their teams unify operations, spot trends before they become issues, and build resilient plans that can flex with changing market conditions. With Epicor, Performance Management is more than a process—it’s a mindset and a digital backbone for business agility.
Epicor offers a range of powerful tools tailored to support all aspects of Performance Management. Each solution is designed to streamline processes, unify data, promote collaboration, improve accountability, and provide actionable insights that drive financial performance. To deliver on this promise, Epicor offers a comprehensive suite of Performance Management solutions designed specifically for the needs of manufacturers, distributors, and building supply businesses:
Grow BI is Epicor’s modern business intelligence platform that centralizes data from various sources and visualizes it through customizable dashboards and reports. Grow BI delivers real-time data visualization, customizable dashboards, and centralized KPIs. It helps organizations democratize data—making insights accessible to users across the enterprise—so teams can act on trends and monitor performance proactively.
It empowers users to:
How It Can Help: Grow BI enhances performance tracking and analytics, giving executives and managers the clarity needed to align operations with strategy.
This modern reporting and planning platform helps finance teams build more accurate reports and forecasts, model different scenarios, automate budgeting, and collaborate across departments. It replaces static spreadsheets with dynamic planning capabilities, enabling faster, data-driven decisions.
Epicor FP&A automates budgeting, forecasting, and financial reporting, offering a single source of truth for financial data. It supports:
How It Can Help: This solution streamlines financial planning processes, reduces manual errors, and provides real-time insight into financial performance, enhancing agility and decision-making accuracy.
Accurate demand forecasting is critical for efficient operations and working capital management. IP&O uses advanced analytics to improve demand planning, optimize inventory levels, and reduce waste—giving CFOs the clarity they need to balance cost with service.
Epicor IP&O uses advanced analytics and machine learning to optimize inventory levels, reduce excess stock, and improve demand forecasting. Key capabilities include:
How It Can Help: By improving supply chain visibility and reducing carrying costs, Epicor IP&O directly enhances profitability and operational efficiency—core aspects of corporate performance.
Automation Studio empowers finance and operational teams to streamline workflows and integrate apps without heavy IT involvement. By automating repetitive tasks and data transfers, it boosts efficiency and frees up time for more strategic work.
Automation Studio is a low-code/no-code tool that allows users to automate workflows across Epicor and third-party applications. It enables:
How It Can Help: Automation Studio enhances process efficiency, reduces administrative overhead, and ensures consistency in performance data, making operations more responsive and cost-effective.
With ECM, organizations can digitize, store, manage, and retrieve content—contracts, invoices, documents—with ease. It improves compliance, supports audit readiness, and reduces manual paperwork, making content a strategic asset rather than an administrative burden. Epicor ECM provides robust content management capabilities, ensuring secure storage, easy retrieval, and compliance-ready documentation. Features include:
How It Can Help: ECM supports performance management by ensuring that all documentation and content related to compliance, finance, and operations is readily accessible and securely managed, reducing risk and improving transparency.
Prism empowers CFOs with AI-driven capabilities that transform traditional ERP systems into intelligent, action-oriented platforms. By automating routine financial tasks and leveraging predictive analytics, Prism enables finance teams to anticipate market shifts, optimize inventory, and improve forecasting accuracy. Its real-time insights and machine learning capabilities help CFOs
Collaborate enhances performance management by embedding real-time communication and data sharing directly into the ERP environment. CFOs and their teams benefit from instant access to system alerts, metrics, and actionable insights, enabling faster and more informed decision-making.
Collaborate also supports mobile access and customizable notifications, allowing finance leaders to stay responsive and proactive, even on the go. This fosters a culture of transparency, accountability, and continuous improvement across the organization
Organizations that invest in the right performance management strategies and tools are better positioned to navigate uncertainty, drive profitability, and sustain growth. Epicor’s integrated suite of solutions—Grow BI, FP&A, IP&O, Automation Studio, and ECM—delivers a comprehensive foundation for executing effective performance management, enabling businesses to transform data into strategic value and outperform the competition.
Incorporating Epicor’s Performance Management solutions into your organization isn’t just a technology upgrade—it’s a strategic advantage. By unifying data, streamlining planning, enhancing forecasting, and automating content workflows, Epicor enables CFOs to transition from reactive reporting to proactive, insight-driven leadership.
These tools give finance leaders the visibility, flexibility, and confidence they need to support growth, adapt to market shifts, and align cross-functional teams around common goals. More importantly, they empower finance to become a true business partner—one that adds value not only through financial stewardship but through strategic guidance.
Epicor’s Performance Management tools integrate data from various departments, providing a centralized view of financials, operations, and key performance indicators. This enables leadership to perform accurate forecasting, scenario planning, and budgeting, which are critical for navigating market volatility and optimizing resource allocation. With enhanced visibility and data-driven decision-making, companies can reduce costs, improve supply chain resilience, and boost overall performance, making performance management solutions a strategic and worthwhile investment.
In a world where agility and insight are essential, Epicor’s Performance Management solutions help you not just keep pace—but lead.
Learn more about Epicor's Performance Management Solutions today
