Automate your EPM implementation workflow
An AI-powered workflow layer for EPM consulting firms, enabling faster execution from discovery through architecture, documentation, and handoff.
EPM delivery is slowed by fragmented inputs and manual synthesis
EPM consulting teams often spend the most valuable phase of delivery manually piecing together project knowledge from spreadsheets, meeting transcripts, scoping conversations, and working documents. Senior architects are forced to translate that complexity into requirements by hand.
Delivery Drag
Slower project foundations and inconsistent quality across implementation phases.
Talent Dependency
Excessive reliance on senior architects for routine documentation and manual synthesis.
Risk Exposure
Rushed documentation at project end leading to rework and missed requirements.
Forge turns raw project inputs into structured delivery outputs
Forge transforms project inputs into the outputs teams need to execute with confidence. It ingests Excel workbooks, call transcripts, and related project context.
Teams review, refine, and approve delivery assets through a more structured, accelerated workflow rather than relying on scattered notes.
How Forge works
A simple, ordered, and scalable flow that fits into existing delivery models.
Ingest
Context from Excel, transcripts, and materials.
Generate
Requirements and user stories from inputs.
Approve
Review outputs before downstream execution.
Create
Architecture and docs for build and handoff.
Reuse
Access project knowledge via chat interface.
Why consulting firms care
Improving the economics and consistency of EPM delivery by reducing manual effort in highest-friction phases.
Compress implementation foundations and scoping cycles by over 60%.
Cut overall implementation time materially through structured automation.
Scale senior talent across more projects without scaling delivery chaos.
* Impact estimates based on current workflow assumptions and implementation context.
Built for the way consulting firms actually deliver
Forge reinforces strategic value, positioning firms with a more modern, differentiated delivery model.
Standardize Execution
Create radical consistency across diverse projects, teams, and architects.
Reduce Tribal Knowledge
Codify delivery logic instead of relying on manual person-dependent documentation.
Quality Handoffs
Automate high-quality support documentation for smoother maintenance cycles.
Differentiated Model
Pitch and deliver with a modern, technology-enabled methodology.
Built with enterprise trust in mind
Forge is being developed toward SOC 2 Type II-aligned controls, including tenant isolation, secure encryption, and documented data handling practices. No black boxes-just secure, professional infrastructure.
Built by practitioners who know EPM delivery
Forge is led by an EPM practitioner with 10 years of experience and 35+ engagements across implementation and delivery leadership. We've built tools adopted by 600+ users in the space-we understand your workflow because we lived it.
What's next
Ticketing Integration
Workflow intake driven directly by service tickets.
Service Management
Seamless support and maintenance workflow integration.
EPM Documentation
Automated, connected structural documentation.
Knowledge API
Centralized project data with API access in/out.