On this page, you’ll find a curated collection of practical resources to help guide your decision-making with confidence, all grounded in real delivery experience, not theory.
LIBRARY
THE EPM TRANSFORMATION GUIDE
Provides a practical, vendor-agnostic guide to Enterprise Performance Management, demonstrating what “good” EPM looks in practice and helping finance leaders understand how to move from static budgets and spreadsheets to continuous planning, improved forecast accuracy and stronger strategic alignment.
Uses a constrained-growth market to show how margin pressure exposes the limits of spreadsheet planning, reinforcing why integrated FP&A and EPM are essential for managing cost, yield and capital decisions in any mature or highly competitive industry.
Demonstrates why lease accounting has become a strategic planning issue, not just a compliance exercise, and how integrating lease logic into FP&A models improves capital allocation, risk management and scenario planning across asset-intensive industries.
Board Signals: Driving Smarter C-Suite Planning and Decision-Making
Explains why internal data alone is insufficient for modern planning and how incorporating external market signals helps finance leaders in any sector anticipate demand changes, cost pressures and risks before they surface in financial results.
Signals, Not Surprises: Early Warning Indicators for Demand, Costs & Market Shifts
Clarifies the difference between lagging financial indicators and leading market signals, showing how finance teams across industries can gain preparation time to adjust forecasts, budgets and resource allocation before volatility hits performance.
Board Foresight: Enterprise Analytics on a Mid-Market Budget
Shows how organisations without enterprise budgets can still access advanced forecasting and external intelligence, enabling CFOs in any industry to anticipate market shifts, improve forecast accuracy and plan proactively rather than reacting to volatility.
Board & Tagetik: The Integration Finance Teams Have Been Waiting For
Explains how fragmented planning and consolidation systems slow decision-making and increase risk and shows how integrating agile planning with audit-grade consolidation enables finance teams in any industry to balance speed, control and confidence without relying on manual reconciliation.
A deeper, visual explainer on how an integrated finance architecture enables CFOs in any industry to combine agility, control and confidence without manual reconciliation.
Hospitality Data Hub: Cut Reporting Time & Find Profits Faster
A recorded webinar that demonstrates how centralising operational and financial data into a single source of truth improves visibility, forecast accuracy and decision speed, a challenge faced by any organisation operating across multiple sites, teams or systems.
Presented by Ricard Ribatallada, Propriety Group CTO & Delivery Director.
Foresight & Signals: Unlock External Data for Proactive Planning
This session shows why relying solely on internal historical data leaves finance teams exposed, and how combining external market signals with internal planning enables earlier risk detection, better scenario modelling and more confident decisions across any industry.
Presented by Rich Wagner, Board Field CTO and Ricard Ribatallada, Propriety Group CTO & Delivery Director.
Explains why most EPM investments fail after go-live due to adoption, ownership and capacity gaps, and how a Centre-of-Excellence-as-a-Service model gives finance teams in any industry the confidence, continuity and expertise needed to keep planning platforms trusted, relevant and value-generating over time.
Helps CFOs and FP&A leaders assess whether their organisation is equipped to anticipate market changes, highlighting gaps in data, planning and decision processes that limit foresight in volatile business environments.
Propriety Group is a consultancy firm specialising in the implementation of EPM and CRM software to
enhance planning, forecasting, and performance in the professional services, legal, financial, and
hospitality sectors.
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