Elite EPM Company Profile

Background

Overview

Elite EPM is an Anaplan Solution Delivery Partner specializing in enterprise performance management (EPM) solutions. Founded in India in 2020, the company expanded into the EMEA region in 2025 by merging with CheckPlanAct and establishing its headquarters in Dubai. Elite EPM focuses on delivering impactful, business-first planning solutions tailored to the needs of consumer goods companies, covering areas such as sales, trade spend, finance, and supply chain management. Their solutions, built on the Anaplan platform, are designed for speed, scalability, and business ownership, enabling clients to plan with greater clarity, agility, and alignment.

Mission and Vision

Elite EPM's mission is to transform businesses through tailored Anaplan solutions, emphasizing the integration of smart technology with smart business practices. Their vision is to empower organizations to achieve operational excellence and strategic agility by providing innovative planning solutions that drive growth and efficiency.

Primary Area of Focus

The company's primary focus is on commercial planning transformations for consumer goods companies, encompassing sales, trade spend, finance, and supply chain management. By leveraging the Anaplan platform, Elite EPM aims to enhance planning processes, improve decision-making, and drive business performance.

Industry Significance

In the rapidly evolving landscape of enterprise performance management, Elite EPM stands out as a key player by offering specialized solutions that address the unique challenges faced by consumer goods companies. Their expertise in integrating Anaplan's capabilities with industry-specific requirements positions them as a valuable partner for organizations seeking to optimize their planning and performance management processes.

Key Strategic Focus

Core Objectives

• Business-First Planning Solutions: Develop and implement planning solutions that are closely aligned with business objectives, ensuring relevance and effectiveness.

• Scalability and Speed: Provide solutions that can scale with business growth and adapt quickly to changing market conditions.

• Business Ownership: Enable clients to take ownership of their planning processes, fostering independence and confidence in decision-making.

Specific Areas of Specialization

• Sales Planning: Optimizing sales strategies and forecasting to drive revenue growth.

• Trade Spend Management: Efficient allocation and management of trade spend to maximize return on investment.

• Financial Planning and Analysis (FP&A): Enhancing financial visibility and strategic decision-making through advanced planning models.

• Supply Chain Management: Improving supply chain efficiency and responsiveness to market demands.

Key Technologies Utilized

• Anaplan Platform: A cloud-based planning and performance management platform that enables connected planning across various business functions.

• Advanced Analytics: Utilizing data analytics to inform decision-making and optimize planning processes.

Primary Markets Targeted

• Consumer Goods Industry: Serving global brands in sectors such as personal technology, cosmetics, apparel, and smart home devices.

• Financial and Business Services: Partnering with banks, airlines, real estate developers, and investment firms to enhance planning maturity.

• Manufacturing Industry: Collaborating with manufacturers in pharmaceuticals, logistics, and electronics to integrate financial and operational planning.

• Technology, Media, and Telecom (TMT): Supporting digital platforms, telecom infrastructure providers, and public service organizations with workforce and headcount planning.

Financials and Funding

Funding History

As a privately held company, Elite EPM has not publicly disclosed detailed financial information or funding history. The merger with CheckPlanAct in 2025 facilitated the expansion into the EMEA region, indicating a strategic move to enhance market presence and capabilities.

Utilization of Capital

The capital from the merger and subsequent operations is likely allocated towards:

• Expansion of Service Offerings: Enhancing and diversifying the range of planning solutions provided to clients.

• Technological Advancements: Investing in the development and integration of advanced planning technologies.

• Market Expansion: Strengthening presence in existing markets and entering new regions, particularly within the EMEA area.

Pipeline Development

Key Pipeline Candidates

Elite EPM's pipeline includes:

• Anaplan-Based Planning Solutions: Developing and implementing customized planning models for clients across various industries.

• Integrated FP&A Frameworks: Creating frameworks that align financial planning with operational metrics to drive business performance.

• Supply Chain Optimization Models: Designing models to enhance supply chain efficiency and responsiveness.

Stages of Development

The company is engaged in the continuous development and deployment of these solutions, with a focus on:

• Customization: Tailoring solutions to meet the specific needs of each client.

• Implementation: Deploying solutions within client organizations to integrate with existing processes.

• Optimization: Refining solutions based on feedback and performance metrics to ensure maximum effectiveness.

Target Conditions

Elite EPM's solutions target conditions such as:

• Operational Inefficiencies: Addressing bottlenecks and inefficiencies in business processes.

• Lack of Integration: Bridging gaps between different business functions to enable cohesive planning.

• Scalability Challenges: Providing solutions that can grow with the business and adapt to changing market dynamics.

Anticipated Milestones

Key milestones include:

• Successful Implementations: Achieving seamless deployment of planning solutions with a high success rate.

• Client Expansion: Increasing the number of clients across various industries and regions.

• Technological Enhancements: Integrating advanced features and capabilities into planning solutions to maintain a competitive edge.

Technological Platform and Innovation

Proprietary Technologies and Innovation

Elite EPM leverages the Anaplan platform as the foundation for its service offerings. The company emphasizes continuous innovation by incorporating advanced analytics and cloud-based capabilities to ensure planning solutions are robust, scalable, and adaptive. Their focus on integrating business intelligence tools and fostering business ownership ensures that clients have not only the technology but also the processes and skills necessary for sustained performance improvements.

Leadership Team

Elite EPM's leadership team combines expertise from the enterprise performance management and technology sectors, with a deep understanding of consumer goods and related industries. The team drives the company's strategic vision, focusing on innovation, client satisfaction, and expansion in target markets.

Key leadership profiles include:

• Chief Executive Officer (CEO): Oversees overall company strategy and growth, with extensive experience in Anaplan implementations and enterprise planning.

• Chief Technology Officer (CTO): Leads technological innovation and platform development, ensuring solutions remain cutting-edge and scalable.

• Head of Sales and Marketing: Drives client acquisition and brand positioning, with a strong background in consumer goods sectors.

• Director of Client Services: Manages delivery and client relationships to ensure successful solution implementation and ongoing support.

Competitor Profile: CheckPlanAct

Overview

CheckPlanAct is a competitive player in the enterprise performance management landscape, specializing in planning solutions tailored to mid-to-large enterprises. Established in 2018, the company built a reputation for delivering comprehensive planning frameworks focused on financial and operational integration. The 2025 merger with Elite EPM expanded its geographic reach and service capabilities, particularly in the EMEA region.

Areas of Specialization

• Financial Planning and Analysis: Advanced FP&A solutions enabling deeper financial insights and forecasting accuracy.

• Operational Planning: Integration of operational data with financial plans to support cohesive decision-making.

• Scenario Planning and Modeling: Providing clients with tools to simulate business outcomes and assess risks effectively.

• Data Integration Services: Fostering connectivity between disparate systems for harmonized planning processes.

Technological Platform

CheckPlanAct employs cloud-based platforms with built-in analytics and reporting features. Their technology infrastructure emphasizes seamless integration, user-friendly interfaces, and customizable dashboards tailored to client needs.

Market Focus

The company focuses on sectors including manufacturing, financial services, and technology firms within the EMEA region. Its solutions cater to organizations seeking to advance their planning maturity and improve operational transparency.

Leadership and Expertise

CheckPlanAct's management team brings expertise in enterprise software deployment, financial management, and strategic consulting. The leadership's commitment to innovation and client-centric service delivered a strong foundation for the merged entity's expanded offerings.

Integrated Market Position

The merger of Elite EPM and CheckPlanAct in 2025 consolidated complementary strengths and extended geographic reach. The combined organization offers a broad spectrum of enterprise performance management solutions, leveraging deep expertise in Anaplan-based commercial planning and advanced FP&A frameworks. Their integrated leadership team and unified technological platforms position them to serve a diverse client base across multiple industries with tailored, scalable, and effective planning solutions.