Contact Us: (916) 745-8032

Financial Transformation

Our consultants have years of functional expertise working in a variety of corporate finance roles and functions. This experience, coupled with our 20+ years working with financial systems, allow us to make effective assessments and modifications to our client’s processes and procedures, streamlining their finance organization and helping capture synergies between technology and business requirements.


With dozens of successful enterprise-wide system implementations, Trio Consulting Group has developed and implemented a wide range of planning and forecasting solutions. Among the EPM solutions Trio Consulting Group resources have delivered include long-range strategic plans, driver-based models, rolling forecasts, and automated reporting packages.

Financial Consolidation

Trio Consulting Group is made up of a team of experts that have extensive experience using and implementing corporate financial technologies. Using our expertise and best practice methodology, we can help guide and shape your organization’s business processes and system selections and subsequent implementations. In addition, TCG incorporates a unique blend of business intelligence, data integration, and systems integration knowledge, delivering robust and strategic solutions time and time again.

Business Intelligence

Critical information travels through an organization through a multitude of systems, hierarchies, operational levels, and transformations, ultimately needing to be rendered to provide the proper insight. The interdependence between EPM and BI needs to be considered together. Trio Consulting offers a full range of business intelligence services, including: data architecture review, data warehouse build and automation, business intelligence platform and application development, and data integration from source to destination.

Master Data Management

As the old adage goes, time is money and Trio Consulting understands that all too well. That is why we always look to achieve efficiencies in operations and maintenance. We offer a variety of options to help simplify and streamline the maintenance of your dimensional hierarchies and structures.


Trio Consulting Group’s infrastructure services focus on both the hardware and software aspects of Enterprise Performance Managment (EPM) and Business Intelligence (BI) systems. Our consultants ensure that the installed software is configured and tuned properly to provide a customer with the most efficient and reliable environment possible.