EPM² — Next Generation Cloud Financial Planning and Analytics Platform
Head of Design in the Funding Team

Contribution: Entire EPM² product design. Drive the direction of UI/UX.

About: SaaS EPM (budgeting, forecasting, modeling, reporting, BI) is the key to company’s success in today’s fast-pace and highly competitive business environment. EPM² is going to be a new Silicon Valley based B2B startup product, which is a combination of SaaS, PaaS, App, mobile, and collaboration architecture hosting on cloud. As the head of design in the funding team, I work closely together with our development team members and business analytics team members by providing intuitive user experience design and high quality visual design from pencils to pixels. We aim to launch this product in late 2018.

Visit EPM² Website

Core Features:

Business Planning and Forecasting

Financial Consolidation

Project Management

Business Intelligence

Data Integration / ETL

Competitors and Market:

Adaptive Insights has 3500 customers globally with full suite of  products and easy to use and implementation, but has architectural  and scalability issues – mainly for mid-size firms.

Anaplan has 600 customers globally and is powerful and scalable –  mainly for large companies, but also has architectural issue and is  difficult to use and implement.

Traditional on-premise EPM – Oracle Hyperion, IBM Cognos TM1 and SAP BPC try to move into the SaaS space.

There are no key SaaS EPM players in China yet, Kingdee and Yonyou have no SaaS EPM product.

UI Design
Report Tool

UI Design

Sheet and Formula Editor

UI Design

Sheet Designer

UI Design

Dashboard