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PG CARE

Keep your EPM platform performing and evolving with your business
Implementing an EPM platform is a major investment. Making sure it continues to deliver value month after month is the harder part.

PG Care exists because we’ve seen too many technically “successful” EPM projects fail over time. Not because the technology is wrong, but because ownership, adoption and confidence weren’t designed in from the start.

PG Care is our Centre of Excellence as a Service, always on and designed to keep your planning system trusted, adopted and ROI-positive.

WHY PG CARE
EXISTS

Most EPM vendors and system integrators leave once the project goes live, but that’s often when the real risks begin. People leave. Planning cycles change. Economic and geopolitical shifts emerge. The business pivots, but the model doesn’t keep up.

Without sustained ownership and expertise, organisations drift back to spreadsheets, workarounds and single points of failure. PG Care was created to prevent that.

WHAT IS
PG CARE?

PG Care is a subscription-based service that combines technical support, strategic oversight, training and continuous improvement into one coherent model. It works across Board, CCH Tagetik, Datarails, Oracle or mixed environments.

PG Care is offered in three tiers:
  • Starter
  • Pro
  • Enterprise
This ensures it scales with your organisation, whether you need a light-touch safety net or a full Centre of Excellence without building one in-house. And for true flexibility, plans can be upgraded at any time, or you can purchase additional days or hours as needed.
Download PG Care Brochure

6 KEY PILLARS
OF PG CARE

SYSTEM PERFORMANCE & INSIGHT
We proactively assess how your EPM platform is really performing.

This includes:
  • System Health Reviews
  • Deep EPM diagnostics (Pro & Enterprise)
  • Licence value and usage checks
  • Process efficiency reviews
The goal isn’t change for its own sake but clarity on what’s working, what isn’t and where value is being lost.
PG Care ensures your EPM roadmap evolves with your business.

Through strategy alignment sessions and quarterly reviews, we help you:
  • Reassess priorities as the business changes
  • Identify where existing models can be extended
  • Decide what to build next, and what to avoid
Clients on PG Care gain access to:
  • PG events and practitioner-led sessions
  • Innovation showcases for vendor and Propriety solutions
  • A growing PG Care community
This keeps teams current with new functionality, emerging best practice and real-world use cases, without relying on vendor marketing alone.
PG Care provides structured, reliable technical support without dependency on a single individual.

This includes:
  • Application support hours (scaled by plan)
  • User, administrator and developer training
  • Ongoing documentation and knowledge transfer
Beyond break-fix support, PG Care includes consulting capacity for:
  • Enhancements and optimisation
  • New reporting or planning requirements
  • Month-end and planning-cycle confidence support
This ensures your platform supports decision-making when pressure is highest.
Every Pro and Enterprise PG Care client is assigned a dedicated Success Manager, typically the consultant who led the original delivery.

This ensures:
  • Deep knowledge of what was built and why
  • Relationship continuity
  • Faster, more confident decision-making

WHO IS
PG CARE
FOR?

PG Care is designed for organisations that:
  • Have implemented an EPM platform and want to protect their investment
  • Are unsure what to build next, or whether they even should
  • Need confidence beyond go-live
  • Need resilience without hiring a full in-house Centre of Excellence

WHERE TO
START

The first step is to understand where you are today and what’s possible next.Get in touch to start a conversation or download the PG Care brochure for more information about each plan.
Download PG Care Brochure

GET
IN TOUCH

DISCLAIMER
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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