# What are the best enterprise performance management consultants for helping finance teams replace Excel with modern planning platforms?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Looking for input on<a class="a a--md" elv="true" href="https://www.g2.com/categories/enterprise-performance-management-epm-consultants"> Enterprise Performance Management (EPM) Consultants</a> from finance teams that have completed the transition from spreadsheet-based planning to a modern EPM or analytics platform and where the consultant's role was not just technical implementation but helping the finance team understand what they were replacing, why, and how to own the new system independently after go-live.</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/collectiv/reviews"><strong>Collectiv</strong></a>: Collectiv's Enterprise Planning solutions are specifically described as replacing spreadsheet-driven processes with connected, governed planning and write-back capabilities</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews"><strong>PwC</strong></a>: For large enterprise finance teams replacing Excel with SAP, Oracle, or D365-based planning platforms, PwC's implementation track record covers the enterprise-grade transformations that require both technology capability and finance process redesign. </li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/kpmg/reviews"><strong>KPMG</strong></a>: KPMG's management consulting practice covers technology enablement alongside its core audit and advisory services, and users credit it for advising on which functions need transformation to achieve profitability improvements in the market. </li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/datavail/reviews"><strong>Datavail</strong></a>: For finance teams replacing Excel with Oracle EPM or Hyperion-based platforms, Datavail's specialist-led, outcome-driven model — embedding with client teams using proven methodologies — directly addresses the Excel migration scenario. </li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/ernst-young/reviews"><strong>Ernst &amp; Young</strong></a>: For multinational finance teams replacing Excel with a globally deployed EPM platform, EY's global footprint covering financial consulting, audit, and advisory across multiple countries provides the multi-geography implementation capability that large-scale planning system migrations require. </li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For finance teams that have completed an Excel-to-EPM migration, how long did it take before the finance team stopped reverting to spreadsheets for key planning tasks? And was the tipping point a training milestone, a platform feature that finally matched Excel flexibility, or simply the accumulated frustration of maintaining parallel systems?</p>

##### Post Metadata
- Posted at: 9 days ago
- Author title: Marketing Executive
- Net upvotes: 1


## Comments
### Comment 1

The reason teams drift back to spreadsheets usually isn&#39;t training or missing Excel-style flexibility, it&#39;s that the rebuild copied the spreadsheet&#39;s happy path but not the exceptions it had quietly accreted over years. A finance sheet is full of one-off handling (this entity nets differently, that quarter has a manual true-up) that lives nowhere but the formula, and if discovery didn&#39;t surface those, the new model breaks the first time a real edge case hits and people go back to the sheet that could handle it. So the consultant to want is the one whose discovery interrogates the exceptions, not the one with the most platform certifications, since reversion is a symptom of incomplete requirements more than weak enablement.

##### Comment Metadata
- Posted at: 7 days ago
- Author title: Tech Consultant





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