GUIDES

Practical playbooks for selecting, justifying, and executing performance transformation — not just understanding it.

Buyer's guides, business cases, transformation roadmaps, and maturity models — the resources finance leaders use to move from evaluating an idea to executing it.

From established EPM, planning, and close disciplines to the emerging shift toward Augmented Performance Management, these guides help finance leaders evaluate where they are, what they need, and what comes next.

18

Practical Guides

4

Categories

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Browse Guides by Category

Guides are organized around the job a finance leader is trying to accomplish—not around generic content formats. Each category answers a different question, from evaluating an approach and building the business case to leading transformation and measuring progress.

What should we buy?

Select & Evaluate

The highest commercial-intent category. For readers who've moved past basic education and are evaluating a specific approach, capability, or technology.

How to Evaluate an APM Platform Coming soon
EPM Software Buyer's Guide Coming soon
FP&A Software Buyer's Guide Coming soon
Financial Close Software Buyer's Guide Coming soon
How to Evaluate AI for Finance Coming soon
How to Evaluate Agentic Finance Coming soon

How do we justify it?

Build the Business Case

For readers who already understand the technology or transformation and now need organizational approval and a credible value case.

Building the Business Case for APM Coming soon
How to Build an EPM Business Case Coming soon
How to Build an FP&A Transformation Business Case Coming soon

How do we change?

Transform

Executive and practitioner resources for moving from today's operating model to the next one — not technical implementation manuals.

The CFO's Guide to Augmented Performance Management Coming soon
From EPM to APM: A Practical Roadmap Coming soon
Building an AI-Ready Finance Function Coming soon
Preparing Finance for AI Agents Coming soon
EPM Implementation Guide Coming soon

What should we do next?

Assess & Improve

Diagnostic frameworks that pressure-test where an organization actually stands, built to later become interactive assessments and downloadable reports.

APM Readiness Assessment Coming soon
Financial Planning Maturity Model Coming soon
Financial Close Maturity Model Coming soon
Performance Intelligence Maturity Model Coming soon

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