Perfomance Architects has been a trusted commercial implementer since inception. With various accelerators in the EPM, BI, and Data Management spaces customized specifically to fit commercial companies, Performance Architects has a solution for you.


Performance Architects developed accelerators to jump start implementations and decrease the time to deploy solutions. These accelerators provide a road map for the project so it is not necessary to start from scratch. Our expertise combined with these accelerators provides enterprises the necessary components to perform these critical business solutions effectively. 


Enterprise Performance Management​
  • Financial reporting

  • Narrative reporting

  • Annual budgeting

  • Remainder of year forecasting

  • Rolling forecasting

  • Multi-year plan

  • Strategic modeling

  • Workforce planning

  • Capital planning

  • Project planning

  • Allocations

  • Account reconciliation

  • Financial close and consolidation

Business Intelligence/Analytics
  • Self service discovery and analysis
  • Visual analytics

  • Managed reporting

  • Embedded analytics

Data Management and Integration
  • Master data management
  • Data warehouses

  • Data marts

  • Data lakes

  • ETL / ELT / streaming


Performance Architects implements Enterprise Performance Management (EPM) solutions to help clients plan, forecast, manage and report on critical business processes. The breadth of our solutions support processes from multi-year strategic modeling to annual budgeting and rolling forecasts to consolidations and closing to reporting to management and shareholders.



Strategic Modeling

We support the ability to perform strategic modeling to:

  • Develop multi-year financial plans

  • Quickly define multiple scenarios based on market changes

  • Incorporate actual data and update plans

Budgeting and Forecasting

We develop client-specific budgeting and forecasting models covering, but not limited to:

  • Revenue and cost of goods sold

  • Labor and workforce management

  • Capital expenses

  • Project forecasting

  • Operating expenses

  • Full financial reports to evaluate budgets and forecasts

Allocations and Profitability Management

In an effort to understand the true success of our clients’ business, we provide solutions to measure profitability by:

  • Allocating costs using multiple drivers

  • Modify drivers as needed with full auditability

  • Perform detailed analysis using prebuilt dashboards and reports

  • Perform ad-hoc analysis as required to determine cost variances

Financial Close and Consolidation

We implement the following steps required to consolidate and close your books:

  • Consolidate disparate chart of accounts from multiple subsidiary ledgers

  • Perform currency conversions

  • Add top-line entries as required

  • Incorporate workflow to ensure appropriate approvals

Account Reconciliation

We implement the account reconciliation process providing:

  • Automated account reconciliation where possible

  • High-volume matching

  • Visibility into reconciliation status

Disclosure Reporting

We help our clients provide professional reports outlining results to management and shareholders by:

  • Automating financial and non-financial data loads into Microsoft Office

  • Incorporating comments and reporting narratives to describe results

  • Allowing key personnel to review results prior to publication

  • Publish and deliver results to key management and shareholders


Performance Architects deploys business intelligence solutions to help you leverage data to make informed decisions. This data-driven decision making brings multiple benefits to your business and helps you outperform your competition. Our business intelligence implementations include solutions for all users in your organization.



Self-Service Discovery and Analysis

Our solutions help users understand data through the development of visualizations that:

  • Match the appropriate visualization format to the data

  • Provide interactive navigation through visualizations

  • Deliver visualizations in a governed manner

Visual Analytics

We provide an environment where users can perform their own analysis to discover insights and trends is critical. Performance Architects provides this in the following manner:

  • Through a governed metadata layer

  • Using market leading self-service and analysis tools

  • Providing training to jump start adoption of the solutions

Managed Reporting

We develop solutions that provide support for ongoing tier one business intelligence managed reporting needs including:

  • The ability to flexibly schedule and execute managed reporting processes

  • Distribution of results via multiple methods including email, mobile app, and/or portal access

  • Creation of one or more output formats based on end user needs

Embedded Analytics

Our ability to embed analytics in applications used every day allows users to see data at the right time in the right context. Our solutions enable:

  • Analytical views to be incorporated into deployed applications

  • Leverage governance and security to ensure user only has access to data they are permitted to see

  • Initiation of and incorporation of analytical requests from multiple source applications


The key for a successful analytics solution is a firm foundation for analysis. Without this, even the most effective analytical tools will struggle. Performance Architects provides expertise to design, develop, and deploy solutions to give you access to the right data in the right format using the right deployment approach - cloud, on-premise, or hybrid.


Data Warehouses

Data warehouses provide the foundation for the data to be sourced. Performance Architects uses an iterative approach to load and consolidate data by:

  • Loading initial and ongoing summary and detail data from various source applications

  • Incorporating best practices for data governance

  • Being the one-stop source for data

Data Lakes

Data lakes provide the ability to move large volumes of data into low-cost storage. We help you develop this by:

  • Identifying the best approach for sourcing and loading the data

  • Developing the initial and ongoing load processes

Data Marts

Performance Architects builds data marts to support specific users’ needs for unique subject areas that:

  • Are modeled to be easy to access and perform well

  • Eliminate the need for users to incorporate business rules into their analytics

  • Can be defined via metadata to ensure they are used consistently

Master Data Management

Managing master data allows you to make sure applications and analytical solutions have consistent master data across solutions. Performance Architects helps you do this by:

  • Defining master source records 

  • Building processes to update subscribing applications

  • Developing and incorporating hierarchies into performance management solutions

ETL / ELT / Streaming

Loading data into various targets requires expertise to define the optimal approach. Performance Architects leverages our breadth of experience using multiple approaches to:

  • Perform initial and ongoing load processes

  • Executing the transformation processes at the correct location

  • Incorporating business rules where required in order to provide consistency in the data

  • Governing the overall load and transformation processes

  • Creating data pipelines to stream data in real time


Fusion Analytics Warehouse (FAW) Pilot Implementation


Focus on Long-Term Client Relationships

We become trusted advisors to our clients with an emphasis on their long-term success. We focus upfront on understanding their unique needs in order to deliver the right solution.

Cloud, On-Premise, and Hybrid Expertise

We have strong expertise with cloud, on-premise, and hybrid solutions for our focus areas. This allows us to support our clients' deployment decisions.

Depth and Breadth of Experience

Helping clients improve their performance through the implementation of analytic solutions is all we do. Our dedicated team of functional and technical experts across our focus areas provides our clients with the right partner for success.

Interested in Learning More? Contact Us

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