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        Robert Kugel's Analyst Perspectives

        Banking giant JP Morgan raised eyebrows in 2012 when it revealed that it had lost a substantial amount of money because of poorly conceived trades it had made for its own account. The losses raised questions about the adequacy of its internal controls, and broader questions about the need for regulations to reduce systemic risk to the banking system. At the heart of the matter were the transactions made by “the London Whale,” the name given to a JP Morgan’s trading operation in the City by its...

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        Topics: Sales, GRC, Office of Finance, Operational Performance Management (OPM), error, Business Analytics, Business Collaboration, Business Intelligence, Business Performance Management (BPM), Data, Financial Performance Management (FPM), Information Management (IM), Sales Performance Management (SPM), controls

        Earlier this year we published our Trends in Developing the Fast, Clean Close benchmark research findings. The most significant was that, on average, it takes longer for companies to close their books today than it did five years ago. In 2007, nearly half (47%) we closing their quarters within five or six days, but now only 38 percent can do it as quickly.

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        Topics: Office of Finance, close, closing, Consolidation, Controller, effectiveness, XBRL, Business Performance Management (BPM), CFO, Data, Document Management, Financial Performance Management (FPM), Financial Performance Management, FPM

        Two key themes that emerged from Larry Ellison’s Sunday night keynote at this year’s Oracle OpenWorld were faster processing speed and cheaper storage. An underlying purpose to these themes was to assert the importance of Oracle’s strategic vertical integration of hardware and software with the acquisitions of Sun. I try to view technology keynotes like this from the perspective of a practical business user. Advancements such of these are important because enhancing the performance and...

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        Topics: Big Data, Customer Experience, executive, Business Analytics, Data Management, In-Memory Computing, Information Management, Business Performance Management (BPM), Business Process Management, Data, Financial Performance Management (FPM), IT Performance Management (ITPM), FPM

        What’s a fast, free and reasonably reliable way of gauging the effectiveness of a finance department’s management? It’s the number of days it takes it to close the books. Companies that take six days or fewer after the end of the period to close their monthly, quarterly or semiannual accounts demonstrate a basic level of effectiveness that those that take longer do not. In my judgment, finance executives should regard a slow close as a negative key performance indicator pointing to...

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        Topics: Office of Finance, close, Consolidation, Controller, XBRL, Business Analytics, Business Intelligence, Governance, Risk & Compliance (GRC), Business Performance Management (BPM), CFO, Data, Document Management, Financial Performance Management (FPM), Sales Performance Management (SPM), Financial Performance Management

        For at least a couple of decades completing the financial close within five or six business days after the end of the period has been accepted as a best practice. As such, that creates an expectation that finance organizations that take longer should work to reduce their closing intervals. In updating our last benchmark research on the closing process, Ventana Research has found this not to be the case. In fact, the latest research shows that many companies are taking longer to close today than...

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        Topics: Office of Finance, close, Consolidation, Controller, XBRL, Business Analytics, Governance, Risk & Compliance (GRC), CFO, Data, Document Management, Financial Performance Management (FPM), Information Management (IM), Financial Performance Management

        I’ve been advocating more intelligent use of spreadsheets for the better part of a decade. Ventana Research coined the term “enterprise spreadsheet” in 2004 to describe software applications that marry a Microsoft Excel user interface with a business rules server and a relational or multidimensional data store. This approach offers the best of both worlds in the sense of taking advantage of widespread familiarity and training with Excel while substantially reducing issues stemming from the...

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        Topics: Planning, Social Media, Sustainability, Operational Performance Management (OPM), Reporting, Budgeting, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Mobility, Cloud Computing, Governance, Risk & Compliance (GRC), Business Performance Management (BPM), Customer Performance Management (CPM), Data, Financial Performance Management (FPM), Information Applications (IA), Information Management (IM), IT Performance Management (ITPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Financial Performance Management, Microsoft Excel, Spreadsheets

        Host Analytics has added new analytics and reporting resources to its cloud-based performance management suite. Business Analytics will offer a broad set of built-in analytics and reporting capabilities or, for companies with an existing business intelligence infrastructure (from vendors such as IBM, Infor, Oracle or SAP), the option of a self-service approach. I believe these new analytics and reporting capabilities give companies considering only on-premises performance management deployments...

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        Topics: Planning, Operational Performance Management (OPM), Reporting, Budgeting, closing, Consolidation, Host Analytics, XBRL, Analytics, Business Analytics, Business Collaboration, Business Mobility, Cloud Computing, Business Performance Management (BPM), Data, Financial Performance Management (FPM), Sales Performance Management (SPM), Workforce Performance Management (WPM), benchmark, Decision Hub, Financial Performance Management, SEC

        Ventana Research recently completed an update to our last benchmark research on the financial closing process. It shows that many companies are taking longer to close today than they did five years ago. Whereas nearly half (47%) were able to close their quarter or half-year period within six business days five years ago, just 38 percent are able to do so in our latest benchmark. Similarly, five years ago 70 percent of companies were able to complete their monthly close in six days; today only...

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        Topics: Office of Finance, close, Consolidation, Controller, XBRL, Business Analytics, Business Mobility, Cloud Computing, Business Performance Management (BPM), CFO, Data, Document Management, Financial Performance Management (FPM), Financial Performance Management

        Host Analytics is taking advantage of one of the inherent advantages that vendors of software as a service (SaaS) have compared to on-premises ones: It’s easier for them to offer their customers data services and shared data repositories. The company’s  Decision Hub has been available since last summer. Although it doesn’t break new ground, it is a solid offering of this type and its value should be considered in any evaluation of Host’s offering.

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        Topics: Planning, Operational Performance Management (OPM), Reporting, Budgeting, closing, Consolidation, Host Analytics, Business Analytics, Business Collaboration, Cloud Computing, Business Performance Management (BPM), Data, Financial Performance Management (FPM), Sales Performance Management (SPM), Workforce Performance Management (WPM), benchmark, Decision Hub, Financial Performance Management, SEC
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        Our Analyst Perspective Policy

        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

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