Equip your Finance organization for the future of work
Make the leap into the AI era with Agentic Performance Management,
the non-proprietary, AI-native successor to CPM and EPM.
Don't buy and consume AI, build and produce with AI!
About APM + OVG
AI is rapidly changing the way we work, including commoditizing software engineering and product-building. These advancements have opened up a new path where you can own and orchestrate your planning platform, from the data foundation to the AI agents.
Like owning your own home instead of renting a luxury apartment with noisy neighbors, you can have everything you want and not be forced into multi-year contracts when the tech landscape is evolving at breakneck pace.
With the help of AI, you can now build that home at a fraction of the cost and specialized knowledge. This is our Agentic Performance Management (APM) approach.
OVG is a one-stop, purpose-built partner for making the leap to APM. We are your advisor, designer-architect, and builder. With our team's combination of deep CPM experience, technical expertise, and ability to execute, we are uniquely equipped to help innovative organizations succeed.
Our Services
Like the technology, our services are also adapted to your specific needs.
Advisory & Process Improvement
We provide strategic guidance and advise you on processes and personnel related to APM - defining your APM roadmap, prioritizing opportunities, addressing resourcing needs and assessing and redesigning APM-related processes.
Implementation & Deployment
We help you design and build your end-to-end APM solution, from connecting data sources and constructing your data architecture to training and deploying your first AI agents. We extend your team as needed and ensuring that your product is adopted for the long-term.
Managed Services & Optimization
We provide ongoing assistance to you and your team to keep your machine running smoothly and help to iron out resourcing peaks and valleys. We also keep you updated with our latest learnings and best practices.
Training & Enablement
We work with you and your term through co-building, workshops, and training sessions to ensure that the skills and knowledge needed to build independently with APM are ingrained. Building the right internal muscles reduces third-party dependency and multiples the APM impact across the organization.
Our Value
With our unique approach to APM, you will realize value on multiple fronts.
🔽 Cost of Ownership
Saving 50-90% on annual software spend alone, along with lower administration, maintenance, and services costs.
🔽 Vendor Lock-in
Avoid escalating multi-year contracts and unfriendly pricing models. Stay agile and keep your options open as the technology landscape continues to evolve at a breakneck pace.
🔼 Productivity
Take efficiency benefits to another level by leveraging AI agents to automate more advanced but still repetitive activities like reporting, analysis, and even building.
🔼 Flexibility
Enjoy the benefits of being able to build exactly what your team wants and needs instead of being subject to a shared roadmap with competing priorities. Take full ownership of your data, models, workflows, and agents.
Our Technology
APM is built on open, interoperable Microsoft platforms and tools that are broadly adopted and trusted by organizations of all shapes and sizes.
Microsoft Fabric
Microsoft Fabric serves as the foundation for APM. Released in 2023, Fabric consolidates technical domains like data architecture and ETL with business domains like reporting and analytics. Fabric is used by 80% of the Fortune 500 and equally accessible for small businesses like OVG.
Combining familiar tools like Power BI, Power Query, Azure Data Factory, and Synapse, Fabric is the glue that helps to break down long-standing divides between technical and functional resources and brings decision-makers much closer to the data.
Fabric is a legitimate enterprise-grade data and analytics platform that can actually handle the full breadth of performance management data needs - structured and unstructured; real-time and periodic; quantitative and qualitative.
Finally, unlike most offerings, Fabric is self-serve with a 60-day free trial and can be spun with no IT infrastructure. Like being able to build and order a Tesla vehicle online, Fabric is a disruptor in multiple ways.
Microsoft Power Platform
Power Platform is the custom application layer for APM and one of the most well-known low-code / no-code platforms. With APM, Power Platform is used to create tailored user experiences.
Power Platform apps can serve multiple purposes, including data collection, workflows, reporting, and AI agents. They are highly accessible on either web or mobile, and scale from a few users up to hundreds of users.
With the option to leverage templates or build from scratch, Power Platform is a critical ingredient for driving broad adoption across the business, with no compromises on features or design and perhaps most importantly, no new logins, just standard Microsoft authentication.
Finally, since Fabric is open and interoperable, non-Microsoft point solutions can also be easily connected, for example to automatically create requisitions in Greenhouse from hiring requests.
Microsoft Fabric + Excel
APM offers multiple options for modeling, which is often where CPM tools struggle to strike an impossible balance between ease of use and functionality.
Excel is a key option, providing ultimate flexibility and usability while also scaling with native connections to Fabric, versioning coordinated via Power Apps, and automation via Power Automate, Office Scripts, and dynamic array formulas. Excel can effectively to the highest levels when used in conjunction with a platform.
For more sophisticated, high-volume, or consistent forecasting use cases such as workforce planning or demand forecasting, full-code models can be built in SQL or Python in Fabric and connected to ML models if needed. SQL and Python are much more accessible now with LLM-assisted coding.
Power Apps also play a role in modeling for areas like front-line sales forecasting which require constant updates from the field.
With options ranging from no-code to full-code, APM covers all the required modeling bases without forcing tradeoffs.
Microsoft Foundry + Power BI
Finally, the agentic layer is what truly sets APM apart and makes a platform-based approach shine.
Microsoft has several agentic options, including Copilot Studio for simple informational use cases, Fabric Data Agents for querying structured data, and Microsoft Foundry for sophisticated agents that can connect with various LLMs and delegate to agents for specific tasks.
If designed and built correctly, agents can already deliver data and insights directly to decision-makers in natural language.
As of December 2025, Microsoft released their Power BI MCP, which allows you to connect LLMs to Power BI semantic models, and the Fabric MCP is coming soon. The capabilities will continue to quickly improve from here.
Microsoft's agentic layer is especially compelling because Microsoft authentication and role-based access is passed natively to the agent, and it is publishable in familiar interfaces like Copilot, Teams, and Power Apps.
AI agents will soon be able to handle reporting, analysis, model-building, data manipulation, and more. APM is designed to realize the capabilities as soon as they materialize in a practical, low -risk, and cost-efficient manner.
Our Clients
We work with a diverse set of clients across sectors, growth stages, and functions.
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SVP Finance
Finance VP
Sr. Finance Manager
We have an established track record of successful client outcomes.
How can we help you?
Get in touch with us today!