EPM Lite for Services
Recurring + project + bill-on-completion, in one plan.
If your revenue is half MSA, half project, and a long tail of one-offs — your spreadsheet is held together with named ranges and a prayer. EPM Lite handles the heterogeneity in one cube with proper revenue-recognition logic.
Metrics you'll actually track
- Revenue mix: recurring vs project vs ad-hoc
- Backlog and bookings
- Project profitability (waterfall by phase)
- Capacity utilization (people + equipment)
- Cash conversion cycle
Why EPM Lite fits
- Multi-revenue-stream chart of accounts handled at the cube level — no parallel spreadsheets.
- Backlog visibility tied to forward revenue: convert a signed MSA into a future-period revenue projection automatically.
- What-if scenarios stack: capacity change × pricing change × backlog conversion all in one view.
- Audit-grade for SOC 2 customers — we already have the trail you need.
Example scenario
Marketing-services firm, 50% retainer / 40% project / 10% one-off. Close in 4 days, weekly cash-conversion forecast, and project-margin investigation in seconds.
Composite scenario based on the services buyers we've talked to. Not a quoted customer.