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        Robert Kugel's Analyst Perspectives

        Zoho recently held its annual analyst day to communicate its strategy, objectives and product roadmap. The privately held company, headquartered in Chennai, Tamil Nadu, India, has an unconventional approach to the software market. Its self-described corporate philosophy emphasizes making bold moves that challenge assumptions. Its design engineering approach stresses simplicity and cost while aiming to provide easy-to-use software with sufficient capabilities to improve personal and...

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        Topics: Office of Finance, Voice of the Customer, Digital Commerce, ERP and Continuous Accounting, digital finance, Customer Experience Management, Generative AI, Procure-to-Pay, Order-to-Cash

        After a year of near-constant AI chatter, the broad strokes of how the technology will roll out in business over the next three to five years are coming into place. It’s almost trite but worth repeating that artificial intelligence will drive a substantial boost in productivity as it’s adopted. Rather than making large swathes of jobs obsolete, it will take the robotic work out of those job descriptions, enabling people to focus on tasks with a greater economic return. 

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, AI, digital finance, Generative AI, Procure-to-Pay, Order-to-Cash, Consolidate and Close Management

        With a year of AI-everywhere-all-the-time chatter now in the rearview mirror, finance and accounting department executives appear to be in a state of apprehension and well-tuned skepticism about the impact this technology will have on their organization. There are solid reasons to believe that the next few years will be transformative, making it important for departments to adopt a fast-follower approach to artificial intelligence. Rather than being a laggard, leaders must be ready to take...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, digital finance, Procure-to-Pay, Order-to-Cash, Consolidate and Close Management

        We live in an era of uncertainty, not unpredictability. Managing in uncertain times is always difficult, but tools are available to improve the odds for success by making it easier and faster to plan for contingencies and scenarios. Software makes it possible to manage ahead of any future event, connecting the tactical trees to the strategic forest. The purpose of planning is not just to create a plan: Enterprises spend time thinking ahead because it enables leadership teams, executives and...

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        Topics: Office of Finance, Continuous Planning, Data Management, Business Planning, data operations, digital finance, AI and Machine Learning

        Digitally transforming finance operations has been a priority since 2020. For purchasing and the procure-to-pay cycle, software can streamline processes, shorten process times, reduce unnecessary costs, provide greater visibility into cash flows, increase control and improve results. Digitizing operations helps attract and retain the best talent because professionals spend less time on mechanical, repetitive tasks. For all these reasons, beginning this year, Ventana Research’s Office of Finance...

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        Topics: Office of Finance, Continuous Planning, Business Planning, digital finance, supplier relationship management, Continuous Supply Chain & ERP, Generative AI, Procure-to-Pay

        Ventana Research recently announced its 2024 Market Agenda for the Office of Finance, continuing the guidance we have provided since 2004 on the practical use of technology for the finance and accounting department. Our insights and best practices aim to enable enterprises to operate with agility and resiliency, improving performance and delivering greater value as a strategic partner.

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, digital finance, Consolidate/Close/Report

        The recent launch of the AI Alliance, a coalition of more than 50 corporations and research institutions engaged in artificial intelligence (AI) development (including AMD, CERN, Cornell University, Dell Technologies, IBM, Intel, Linux Foundation, Meta, NASA, Oracle, ServiceNow and Sony Group), aims to achieve the following objectives:

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        Topics: Office of Finance, Business Planning, Enterprise Resource Planning, ERP and Continuous Accounting, digital finance, Revenue, Lease and Tax Accounting, Purchasing/Sourcing/Payments, Consolidate/Close/Report, Continuous Supply Chain & ERP

        Billtrust software manages the full accounts receivable (A/R) cycle, from invoicing to payments, to increase the productivity of the A/R staff while providing customers with a better experience and reducing frictions in their order-to-pay motions. The company’s unified A/R software supports credit application automation, invoice delivery, collections, cash application, payment management and a business payments network (BPN).

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        Topics: Office of Finance, digital finance, Purchasing/Sourcing/Payments

        Doing more by doing less means using artificial intelligence and related technologies to make financial planning and analysis organizations more productive. By eliminating low-value and unproductive work, AI enables FP&A teams to free up considerable time for more useful and consequential forecasting, planning, budgeting, analysis and reporting. 

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        Topics: Office of Finance, Continuous Planning, Business Planning, digital finance

        We conducted our recent Smart Financial Close Dynamic Insights Research in part to assess to what extent the substantial disruptions of the pandemic have impacted the accounting close. When office lockdowns began in the first quarter of 2020, many finance departments were challenged to conduct the quarterly close remotely without face-to-face interactions. In the United States, the Securities and Exchange Commission was so concerned that corporations would be unable to meet filing deadlines...

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        Topics: Office of Finance, Financial Performance Management, ERP and Continuous Accounting, digital finance, Smart Financial Close
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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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