PG CARE

Implementing an EPM platform is a major investment.

Making sure it continues to deliver value month after month is the harder part.

PG Care is our Centre of Excellence as a Service, always on and designed to keep your planning system trusted, adopted and ROI-positive.

Without sustained ownership and expertise, organisations drift back to spreadsheets, workarounds and single points of failure.

PG Care was created to prevent that.

HOW DOES PG CARE WORK?

PG Care is a subscription-based service that combines technical support, strategic oversight, training and continuous improvement into one coherent model. It works across Board, CCH Tagetik, Datarails, Oracle or mixed environments.

PG Care is offered in three tiers:

  • Starter

  • Pro

  • Enterprise

This ensures it scales with your organisation, whether you need a light-touch safety net or a full Centre of Excellence without building one in-house. And for true flexibility, plans can be upgraded at any time, or you can purchase additional days or hours as needed.

6 KEY PILLARS
OF PG CARE

  • We proactively assess how your EPM platform is really performing.

    This includes:

    • System Health Reviews

    • Deep EPM diagnostics (Pro & Enterprise)

    • Licence value and usage checks

    • Process efficiency reviews

    The goal isn’t change for its own sake but clarity on what’s working, what isn’t and where value is being lost.

  • PG Care ensures your EPM roadmap evolves with your business.

    Through strategy alignment sessions and quarterly reviews, we help you:

    • Reassess priorities as the business changes

    • Identify where existing models can be extended

    • Decide what to build next, and what to avoid

  • Clients on PG Care gain access to:

    • PG events and practitioner-led sessions

    • Innovation showcases for vendor and Propriety solutions

    • A growing PG Care community

    This keeps teams current with new functionality, emerging best practice and real-world use cases, without relying on vendor marketing alone

  • PG Care provides structured, reliable technical support without dependency on a single individual.

    This includes:

    • Application support hours (scaled by plan)

    • User, administrator and developer training

    • Ongoing documentation and knowledge transfer

  • Beyond break-fix support, PG Care includes consulting capacity for:

    • Enhancements and optimisation

    • New reporting or planning requirements

    • Month-end and planning-cycle confidence support

    This ensures your platform supports decision-making when pressure is highest.

  • Every Pro and Enterprise PG Care client is assigned a dedicated Success Manager, typically the consultant who led the original delivery.

    This ensures:

    • Deep knowledge of what was built and why

    • Relationship continuity

    • Faster, more confident decision-making

WHO IS
PG CARE
FOR?

PG Care is designed for organisations that:

  • Have implemented an EPM platform and want to protect their investment.

  • Are unsure what to build next, or whether they even should.

  • Need confidence beyond go-live.

  • Need resilience without hiring a full in-house Centre of Excellence.

AVAILABLE PLANS

STARTER PLAN

Monthly subscription


System Performance & Insight 

System Health Review 

Business Strategy & Planning 

EPM Strategy Alignment 

Community & Engagement 

PG Events & Insights 

Innovation Showcase

Technical Operations 

Application Support (Max. 56 hours) 

User training (Max. 5 sessions) 

PRO PLAN

Monthly subscription


System Performance & Insight 

System Health Review 

EPM Deep Diagnostic 

Licence Value Check 

Process Efficiency Review 

 

Business Strategy & Planning 

EPM Strategy Alignment 

Community & Engagement 

PG Events & Insights 

Innovation Showcase

Dedicated Success Manager 

Technical Operations 

Application Support (Max. 200 hours) 

User Training (Max. 10 sessions)

ENTERPRISE PLAN

Monthly subscription


System Performance & Insight 

System Health Review 

EPM Deep Diagnostic 

Licence Value Check 

Process Efficiency Review 

Experience Upgrade 

 

Business Strategy & Planning 

EPM Strategy Alignment 

Quarterly Business Value Review (QBR) 

Community & Engagement 

PG Events & Insights 

Innovation Showcase

Dedicated Success Manager 

Centre of Excellence 

Technical Operations 

Application Support (Max. 360 hours) 

User Training (Max. 15 sessions) 

LET’S WORK TOGETHER