{"id":18679,"date":"2025-04-30T08:30:50","date_gmt":"2025-04-30T06:30:50","guid":{"rendered":"http:\/\/gatheringtools.gtec.pro\/2018\/08\/09\/le-controle-de-gestion-en-pme-eti-excel-ou-epm\/"},"modified":"2025-07-10T10:41:18","modified_gmt":"2025-07-10T08:41:18","slug":"management-control-in-small-sized-enterprise-sme-excel-or-epm","status":"publish","type":"post","link":"https:\/\/www.gathering-tools.com\/en\/management-control-in-small-sized-enterprise-sme-excel-or-epm\/","title":{"rendered":"Management Control in (Small-sized Enterprise)-SME: Excel or EPM?"},"content":{"rendered":"<h2>EPM solutions have everything to appeal to financial departments and management controllers such as business features (simulations, gap analysis, allocations, &#8230;), backed up by a data repository, a secured collection, and flow of data &#8230; In an SME, switching to such a solution from an existing &#8220;home&#8221; based on Excel processes, however, requires a thorough reflection, and at least a return on investment study.<\/h2>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">An EPM, at what cost? <\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><img fetchpriority=\"high\" decoding=\"async\" class=\" wp-image-6491 alignleft\" src=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_186124651.jpg\" alt=\"choisir EPM PME\" width=\"368\" height=\"193\" srcset=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_186124651.jpg 500w, https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_186124651-300x157.jpg 300w\" sizes=\"(max-width: 368px) 100vw, 368px\" \/>Like any IT project, <\/span><b>implementing an EPM entails a number of costs<\/b><span style=\"font-weight: 400;\">. Some are very direct such as, the bill of software licenses or service (SaaS) climbs quickly with the number of users. These can be numerous, even in an SME, where the data are entered directly by operational (logistics, production, HR &#8230;) without pre-consolidation by a controller dedicated to their entity. To these expenses, we will, of course, add support, technical assistance and the inevitable training of affected staff.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The other big expense will come from migrating Excel processes to EPM. The teams in charge of budget planning and control will have to model their organisation in the new tool, carry their forms or rewrite their rules of simulation, allocation, etc. This may <\/span><b>require workshops with IT specialists<\/b><span style=\"font-weight: 400;\">, on functional and technical aspects, so that the EPM interfaces with the other management software packages of the company &#8211; its ERP in particular. Incidentally, existing Excel &#8220;assets&#8221; &#8211; investment in worksheets-based processes, as well as all the expertise that was stored there &#8211; will be lost.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">The<\/span><span style=\"font-weight: 400;\"> bloated <\/span><span style=\"font-weight: 400;\">of an oversized EPM<\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\" wp-image-6492 alignright\" src=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_197181776.jpg\" alt=\"controle gestion ETI\" width=\"332\" height=\"222\" srcset=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_197181776.jpg 500w, https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_197181776-300x200.jpg 300w\" sizes=\"(max-width: 332px) 100vw, 332px\" \/>In larger companies, EPM solutions are needed<\/span><span style=\"font-weight: 400;\"> because they enable the financial performance of complex organisations to be controlled, with complex cost structures and consolidation rules. In SME, below 1,000 employees, <\/span><b>strategic planning and management control do not require such a range of possibilities.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">If one chooses a highly integrated EPM,<\/span><span style=\"font-weight: 400;\"> the tool risks introducing some obstacles<\/span><span style=\"font-weight: 400;\"> in the management of the repository or the evolution of the multidimensional models of data. The SME or a small-sized company will lose flexibility, where <\/span><span style=\"font-weight: 400;\">its Excel processes accompanied its growth with agility<\/span><span style=\"font-weight: 400;\">.<\/span><b> It<\/b> <b>may even rely on Excel again if its reference becomes a factor of rigidity.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">If the company is moving more towards a toolbox EPM, it may be able to tailor the solution to its needs. But this will be at the cost of a constant investment in development, at an unpredictable cost. But the management controllers aspire instead<\/span><b> to focus on their missions of strategic management and analysis \u2026<\/b><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\"> Invest in a tool that secures Excel processes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\" wp-image-6493 alignleft\" src=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_90394392.jpg\" alt=\"choisir EPM ETI\" width=\"351\" height=\"198\" srcset=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_90394392.jpg 500w, https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/fotolia_90394392-300x169.jpg 300w\" sizes=\"(max-width: 351px) 100vw, 351px\" \/>Add to this that the <\/span><b>arrival of an EPM will not <\/b><b>mark the end of Excel<\/b><span style=\"font-weight: 400;\">, despite w<\/span><span style=\"font-weight: 400;\">hat the suppliers claim (while offering Excel plug-in). In practice, some users will continue to perform calculations or information collection with their spreadsheet, before transferring their data to the EPM. (Justifying their concern about the number of licenses.) <\/span><b>Others will extract data from the EPM to do ad-hoc analysis or specific reporting with the graphical functions<\/b><span style=\"font-weight: 400;\"> of their favorite spreadsheet.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To improve the quality of their data, the management controllers of an SME have an alternative to deploying an EPM such as <\/span><b>securing existing Excel processes<\/b><span style=\"font-weight: 400;\">. <\/span><a href=\"https:\/\/www.gathering-tools.com\/en\/products\/\"><span style=\"font-weight: 400;\">Gathering Tools<\/span><\/a><span style=\"font-weight: 400;\"> makes it possible to convert spreadsheets into structured documents, with a similar user interface. The tool automates the consolidation workflow, with versioning and validation tracking. The data is synchronised with the central system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The management control teams of <\/span><a href=\"https:\/\/www.gathering-tools.com\/en\/2015\/06\/18\/processus-budgetaire-securiser-en-souplesse\/\"><span style=\"font-weight: 400;\">Kiloutou have thus flexibly secured the collection and quality of their budget monitoring data<\/span><\/a><span style=\"font-weight: 400;\">, without having to redefine tables and management rules. They avoided having to start from a blank sheet with a new tool. To discover all the advantages of Gathering Tools for management control in SME, <\/span><a href=\"https:\/\/www.gathering-tools.com\/en\/contact-us\/\"><span style=\"font-weight: 400;\">contact us<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><a href=\"https:\/\/www.gathering-tools.com\/can-financial-controllers-work-without-excel\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6878\" src=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/CTA_WP_GATHERING-TOOLS-aout-2018-ENG.jpg\" alt=\"\" width=\"800\" height=\"504\" srcset=\"https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/CTA_WP_GATHERING-TOOLS-aout-2018-ENG.jpg 800w, https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/CTA_WP_GATHERING-TOOLS-aout-2018-ENG-300x189.jpg 300w, https:\/\/www.gathering-tools.com\/wp-content\/uploads\/2018\/08\/CTA_WP_GATHERING-TOOLS-aout-2018-ENG-768x484.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/h5>\n","protected":false},"excerpt":{"rendered":"<p>EPM solutions have everything to appeal to financial departments and management controllers such as business features (simulations, gap analysis, allocations, &#8230;), backed up by a data repository, a secured collection, and flow of data &#8230; In an SME, switching to such a solution from an existing &#8220;home&#8221; based on Excel processes, however, requires a thorough [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15917,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[100,102,109],"tags":[],"enjeu":[96,97,98],"expertise":[92],"class_list":["post-18679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-excel-en","category-management-control","category-reporting-en","enjeu-data-quality-process-automation","enjeu-security-and-privacy","enjeu-valorize-business-data","expertise-finance-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Management Control in (Small-sized Enterprise)-SME: Excel or EPM? - Gathering Tools - Improve the reliability and security of Excel processes<\/title>\n<meta name=\"description\" content=\"Les solutions d\u2019EPM ont tout pour s\u00e9duire les directions financi\u00e8res et les contr\u00f4leurs de gestion. Dans une PME ou une ETI, choisir un EPM et basculer \u00e0 partir d\u2019un existant \u201cmaison\u201d bas\u00e9 sur des processus Excel, demande toutefois une r\u00e9flexion approfondie, et a minima une \u00e9tude de retour sur investissement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gathering-tools.com\/en\/management-control-in-small-sized-enterprise-sme-excel-or-epm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Management Control in (Small-sized Enterprise)-SME: Excel or EPM? - Gathering Tools - Improve the reliability and security of Excel processes\" \/>\n<meta property=\"og:description\" content=\"Les solutions d\u2019EPM ont tout pour s\u00e9duire les directions financi\u00e8res et les contr\u00f4leurs de gestion. 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