FinanceDecember 05, 2025

The key to ERP ROI and an AI advantage: CPM transformation

A strategic guide to replacing legacy planning and consolidation software, maximizing ERP transformation and ensuring AI-readiness.

Large enterprises are facing unprecedented pressure to modernize their finance technology, including core systems like the ERP. But finance leaders know one truth: an ERP overhaul is massive, complex, and measured in years, not months. 

The thing is, ERP isn’t the only critical system approaching its breaking point. 

Legacy planning and financial consolidation platforms from major providers are rapidly reaching end-of-support, forcing organizations worldwide to rethink their corporate performance management strategy. As a result, enterprises across the globe are preparing for their next major evolution: modernizing their Corporate Performance Management (CPM) ecosystem

Industry analysts and finance executives now agree that adopting an AI-powered finance platform — either before or in parallel with ERP replacement — is the fastest path to a high-ROI transformation.  

This eBook makes the case for CPM transformation as the key to ensuring your ERP transformation maximizes ROI and sets finance teams up for an AI-ready data foundation. 

What you’ll learn: 

1. ERP ROI depends on a unified data ecosystem
 

ERP success isn’t just about replacing the ERP system. It requires creating a seamless data flow between ERP and CPM. This integrated ecosystem lays the foundation for AI adoption and ensures strategic alignment across finance operations.   

2. Outdated systems block transformation and AI readiness
 

Legacy CPM and ERP platforms don’t just slow progress. They actively prevent modernization. Without replacing both systems, organizations risk misaligned data structures, compliance gaps, and an inability to leverage AI-driven capabilities like predictive forecasting and anomaly detection.  

3. CPM transformation should happen before or during ERP migration

CPM is the “strategic engine” of finance transformation. Implementing CPM first or in parallel with ERP avoids scope creep, reduces rework, and ensures ERP design aligns with performance management needs. It also streamlines the ERP migration process, minimizing disruption and ensuring data structures, hierarchies, and reporting needs are defined before system build begins. Deferring CPM until after ERP often leads to costly redesigns and missed business goals.  

4. AI-readiness starts with CPM + ERP alignment

AI adoption in finance depends on accurate, structured historical data. Aligning ERP and CPM hierarchies, rules, and data lineage creates a strong foundation for AI-driven automation and analytics. Without this, AI outputs are unreliable and transformation stalls.   

5. ERP-agnostic CPM platforms reduce risk and accelerate ROI

By choosing CPM solutions that are ERP-agnostic, with open architecture, scalable data models, and low/no-code configuration, finance teams ensure their CPM integrates with any ERP, supports future-proofing, and delivers quick wins like faster close and predictive planning while ERP modernization continues. 


Ready to accelerate ERP migration and unlock AI-powered ROI? Download the e-book! 

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