If you are looking for information on how to get started or improve your institution’s performance management capabilities including financial management, analytics, budgeting, forecasting, reporting and AFR processes – we can help. Feedback from our higher education clients is that having various options to evaluate getting started helped them build momentum and buy-in to get their journeys started in a digestible manner.

The options below can be customized and tailored to your specific needs. A quick discovery conversation with eCapital can help you figure out the most applicable next steps for your culture and stage of the journey.

A. Individual Workshops

Need to start slowly, test the waters, get consensus and buy-in.

B. Process Assessment and Roadmap

Not sure where to start or need to further analyze processes and priorities.

C. Performance Management Tool / Data Comparison and Initial Business Case

Know your process priorities, need to evaluate tools, determine investment and business case.

D. OneStream Performance Management Tool Prototype

Need a solution soon and want to see what a process could look like in OneStream (compared to current process in current tool).

E. Full Performance Management Blueprint

Ready for a full engagement to begin your performance management improvement journey.

To learn more about any of these quick start solutions, or customize to fit your needs: