TRAINING & SUPPORT

EPM Training and Support Services for Enterprise Finance Teams

CFO Solutions helps finance teams get more value from their EPM environment long after implementation. We support clients through training, application support, managed services, application assessments, and ongoing customer success as their business needs continue to evolve.

Support Through the Full EPM Lifecycle

A successful EPM environment needs more than a strong launch. Teams need practical training, reliable support, and experienced guidance as processes change, users come and go, and the business continues to grow.

CFO Solutions works with clients throughout the lifecycle of their EPM applications, helping teams build confidence, maintain continuity, identify opportunities for improvement, and keep their planning, reporting, close, and performance management processes moving forward.

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Training

We provide practical training built around your team, your application, and the way your business operates.

Training may include administrator education, end-user support, post-go-live knowledge transfer, and ongoing education as your system capabilities and business needs evolve.

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Support Services

When your team needs additional capacity or specialized EPM knowledge, CFO Solutions can provide experienced support.

We help with application maintenance, reporting, integrations, security, troubleshooting, and peak-cycle needs such as budgeting, forecasting, planning, and close.

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Managed Services

Our managed services offering gives finance teams ongoing access to experienced professionals who understand their EPM environment.

We can serve as an extension of your team, supporting day-to-day administration, monthly and quarterly processes, annual planning cycles, and continued optimization of your application.

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Application Assessment

As organizations change, EPM environments need to keep pace.

CFO Solutions can assess whether your current application still supports your business goals, processes, users, and reporting needs. We identify risks, inefficiencies, training gaps, and opportunities for improvement, then provide practical recommendations and a roadmap for next steps.

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Customer Success

Our relationship does not need to end after implementation.

Through ongoing customer success support, CFO Solutions stays connected with your team, checks in on evolving priorities, and helps connect you with the right expertise as new needs arise.

Professionally Created Training, Built for Your Team

We create custom training content around your applications, processes, and users. From walkthroughs to role-specific guidance, each resource is designed to make learning easier and improve adoption.

See it in action: this Planful budgeting video is one example of the tailored training we can create for the platforms we support.

Keep Your EPM Environment Moving Forward

Whether you need training, application support, managed services, or an assessment, our team can help throughout the EPM lifecycle.

Schedule a Discovery Call

jean mathews

Jean Mathews
Sr Customer Success Manager