Everything you need to design EPM solutions
EPM Design Manager provides all the tools your team needs to design, document, and collaborate on enterprise performance management solutions.
White-Label Branding
Fully customize the platform with your brand. Present professional client deliverables under your company identity.
- Custom logo (light & dark mode)
- Full color theme customization
- Company name & tagline
- Per-workspace branding
- Client-ready presentations
Cube Design
Design and document your EPM cubes. Define BSO, ASO, and hybrid cubes with full dimension mapping.
- Cube type configuration
- Multi-dimension mapping
- Purpose and flow documentation
- Division assignment
- Version control
Dimension Hierarchies
Build dimension structures with support for multiple cube assignments and status tracking.
- Dimension type classification
- Multi-cube relationships
- Status workflow tracking
- Version history
- Change documentation
Form Builder
Create data entry forms for your EPM applications with type and cube assignments.
- Form type specification
- Cube association
- Division assignment
- Status tracking
- Version control
Business Rules
Document calculation scripts and business rules with rule type and trigger classification.
- Rule type classification
- Trigger type specification
- Cube association
- Division assignment
- Version history
Architecture Visualization
Interactive data flow diagrams showing your complete EPM landscape with source systems, cubes, and outputs.
- Visual data flow diagrams
- Lane-based system layout
- Interactive navigation
- Division filtering
- Detail panels on click
Environment Management
Track development, test, and production environments with release management and go-live tracking.
- Multi-environment tracking
- Release management
- Go-live date tracking
- Health status monitoring
- Server address quick links
Project Management
Full project tracking with issues, risks, tasks, and Gantt chart visualization.
- Project and task tracking
- Issue management with severity
- Risk assessment and mitigation
- Gantt chart visualization
- Status reports
Team Collaboration
Shared workspaces with role-based access control. Assign artifacts to divisions and track ownership.
- Shared workspaces
- Role-based access control
- Division-based organization
- Audit trail
- Member management
Approval Workflows
Configurable multi-step approval workflows with role-based routing for any artifact type.
- Multi-step approvals
- Configurable triggers
- Role-based approvers
- Per-artifact type workflows
- Approval audit trail
AI Design Assistant
Chat-based AI assistant with full workspace context. Create artifacts conversationally and get design recommendations.
- Full workspace context
- Artifact creation via chat
- Design recommendations
- File attachment support
- Persistent conversation history
Security & Access Control
Workspace isolation with granular role-based permissions and audit logging.
- Workspace isolation
- Owner/Admin/Member/Viewer roles
- Audit logging
- Data encryption
- SSO integration (Enterprise)
Integrations
Document data loads, extracts, and integrations between systems with direction and frequency tracking.
- Inbound/Outbound direction
- Frequency specification
- Source/target system tracking
- Division assignment
- Version control
Ready to transform your
EPM practice?
Join leading consultancies who use EPM Design Manager to deliver better implementations, faster. Start your free trial today.