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        Robert Kugel's Analyst Perspectives

        Finance transformation” refers to a longstanding objective: shifting the focus of CFOs and finance departments from transaction processing to more strategic, higher-value functions. Our upcoming Office of Finance benchmark research confirms that most of organizations want their finance department to take a more strategic role in management of the company: nine in 10 participants said that it’s important or very important. (We are using “finance” in its broadest sense, including, for example,...

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        Topics: Big Data, Mobile, Performance Management, Predictive Analytics, Social Media, ERP, FP&A, Office of Finance, Reporting, Management, close, closing, computing, Controller, Tax, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Collaboration, Business Performance Management (BPM), CFO, finance, Financial Performance Management (FPM), Tagetik, FPM

        “What’s next?” is the perennially insistent question in information technology. One common observation about the industry holds that cycles of innovation alternate between hardware and software. New types and forms of hardware enable innovations in software that utilize the power of that hardware. These innovations create new markets, alter consumer behavior and change how work is performed. This, in turn, sets the stage for new types and forms of hardware that complement these emerging product...

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        Topics: Mobile, Performance Management, Predictive Analytics, ERP, Office of Finance, Operational Performance Management (OPM), Reporting, Wearable Computing, Management, close, closing, computing, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Business Performance Management (BPM), Customer Performance Management (CPM), finance, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), FPM

        Anaplan, a provider of cloud-based business planning software for sales, operations, and finance and administration departments, recently implemented its new Winter ’14 Release for customers. This release builds on my colleagues analysis on their innovation in business modeling and planning in 2013. Anaplan’s primary objective is to give companies a workable alternative to spreadsheets for business planning. It is a field in which opportunity exists. Our benchmark research on this topic finds...

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        Topics: Big Data, Performance Management, Planning, Predictive Analytics, Marketing, Office of Finance, Operational Performance Management (OPM), Operations, Reporting, Budgeting, Controller, Business Analytics, Cloud Computing, In-memory, Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Sales Performance Management (SPM), Sales Planning, Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Financial Performance Management, financial reporting, FPM, Integrated Business Planning

        A core objective of my research practice and agenda is to help the Office of Finance improve its performance by better utilizing information technology. As we kick off 2014, I see five initiatives that CFOs and controllers should adopt to improve their execution of core finance functions and free up time to concentrate on increasing their department’s strategic value. Finance organizations – especially those that need to improve performance – usually find it difficult to find the resources to...

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        Topics: Big Data, Performance Management, Planning, Predictive Analytics, Office of Finance, Budgeting, close, dashboard, PRO, Tax, Analytics, Business Analytics, Business Collaboration, CIO, In-memory, Business Performance Management (BPM), CFO, Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain, Supply Chain Performance Management (SCPM), CEO, demand management, Financial Performance Management, FPM, S&OP

        All the hubbub around big data and analytics has many senior finance executives wondering what the big deal is and what they should do about it. It can be especially confusing because much of what’s covered and discussed on this topic is geared toward technologists and others working outside of Finance, in areas such as sales, marketing and risk management. But finance executives need to position their organization to harness this technology to support the strategic goals of their company. To...

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        Topics: Big Data, Performance Management, Predictive Analytics, Customer Experience, Fraud, Governance, GRC, Office of Finance, audit, Controller, Analytics, Business Analytics, Cloud Computing, Governance, Risk & Compliance (GRC), Operational Intelligence, Business Performance Management (BPM), CFO, compliance, finance, Financial Performance Management (FPM), Information Management (IM), Risk, Financial Performance Management, financial risk management

        Tidemark announced the release of the Fall 2013 version of its eponymous cloud-based application that my colleague assessed earlier in 2013. This new release adds capabilities for labor planning and expense management as well profitability modeling and analysis. These two areas of planning and analysis are common to all businesses. The new release adds features that enhance the software’s ability to do sales forecasting, initiative planning and IT department planning. The company continues to...

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        Topics: Big Data, Performance Management, Planning, Predictive Analytics, Office of Finance, Operational Performance Management (OPM), Reporting, Budgeting, Controller, Analytics, Cloud Computing, In-memory, Business Performance Management (BPM), CFO, Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Tidemark, Workforce Performance Management (WPM), Financial Performance Management, financial reporting, FPM, Integrated Business Planning

        Business planning is a new software category. These applications enable senior executives to integrate all the plans of business units into a single, integrated view, which helps them have more accurate plans, do more insightful what-if planning, achieve greater agility in reacting to changing business and economic conditions, and execute plans in a more coordinated fashion than was possible. Business planning software is intended for CEOs and COOs, who are not well served by current...

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        Topics: Big Data, Performance Management, Planning, Predictive Analytics, Office of Finance, Operational Performance Management (OPM), Reporting, Budgeting, Controller, Business Analytics, Business Collaboration, Cloud Computing, In-memory, Business Performance Management (BPM), CFO, Workforce Performance Management (WPM), Financial Performance Management, financial reporting, FPM, Integrated Business Planning

        This is the beginning of the season when companies that are on a calendar year begin their strategic and long-term planning. Ventana Research performed an extensive investigation in this area with our long-range planning benchmark research. Strategic and long-range planning is a process and discipline that companies use to determine the best strategy for succeeding in the markets they serve and then ensure they have the capabilities and resources needed to support their strategic objectives.

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        Topics: Big Data, Master Data Management, Performance Management, Planning, Human Capital Management, Office of Finance, Operational Performance Management (OPM), Reporting, Budgeting, dashboard, Analytics, Business Performance Management (BPM), CFO, Customer Performance Management (CPM), Data, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), CEO, Financial Performance Management, FPM

        People who don’t spend much time analyzing the software market may have trouble understanding the differences between products in a given software category or the difference between two categories. This happens because vendors and commentators use the same words to describe different depths of functionality and degrees of comprehensiveness in one type of application. As well, there can be multiple categories of software that address the same general business issues but are designed for...

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        Topics: Performance Management, Office of Finance, Operational Performance Management (OPM), dashboard, PRO, Business Analytics, Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain, Supply Chain Performance Management (SCPM), CEO, demand management, FPM, S&OP

        Planview recently announced general availability of Planview Enterprise 11. The new release enhances the user experience through a comprehensive redesign of the interface to promote ease of use. The changes are intended to facilitate an integrated approach to long-range planning of capital projects and major corporate initiatives across departments. There’s an important difference between strategic and long-range planning, and this difference is the reason why long-range planning benefits from...

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        Topics: Big Data, Performance Management, Planning, Office of Finance, Operational Performance Management (OPM), Planview, Reporting, FEI, FERF CEO, Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Financial Performance Management, FPM
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