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        Robert Kugel's Analyst Perspectives

        Ventana Research recently completed an in-depth benchmark research project on long-range planning. As I define it, long-range planning is the formal quantification of the more conceptual strategic plan. It makes specific assumptions and expresses in numbers how a company expects its strategy will play out over time. Almost all (95%) of those participating in the research see a need to make improvements to their long-range planning process. The research shows that one useful improvement is ...

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

        One of the most important IT trends over the past decade has been the proliferation of ever wider and deeper sets of information sources that businesses use to collect, track and analyze data. While structured numerical data remains the most common category, organizations are also learning to exploit semistructured data (text, for example) as well as more complex data types such as voice and image files. They use these analytics increasingly in every aspect of their business – to assess...

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        Topics: Planning, Predictive Analytics, Customer, Human Capital Management, Office of Finance, Operational Performance Management (OPM), Budgeting, close, closing, Finance Analytics, PRO, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Risk, costing, FPM, Profitability

        Ventana Research completed an in-depth benchmark research project on long-range planning recently. As I define it, long-range planning is the formal quantification of the strategic plan and how that strategy is expected to play out over a period of time. The benchmark demonstrated that there’s room for improvement in almost every aspect of the long-range planning process. Almost all (95%) of those participating in the research see the need to advance their process. The research confirmed that...

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

        Ventana Research recently completed an in-depth benchmark research project on long-range planning. As part of the research we had discussions with CFOs and those involved in financial planning and analysis about their company’s strategic and long-range planning processes, which pointed to the need for clarity in using the terms “strategic planning” and “long-range planning.”

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

        One of the important lessons company executives should have learned over the past 15 years is that it’s dangerous not to do contingency planning, a subject that I’ve written about before. By this I mean real, think-outside-the-box contingency planning (not just extrapolating), which is especially important when doing long-range planning. The past decade or so has been punctuated by periods of elevated volatility in financial and product markets, and there’s a good probability it will occur...

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        Topics: Big Data, Planning, Office of Finance, Reporting, Budgeting, contingency, currency, driver-based, Business Analytics, Business Performance Management (BPM), Financial Performance Management (FPM), Financial Performance Management, Integrated Business Planning

        Businesses always see a lag between when technology makes some advance possible and when a majority of companies actually adopt it. There’s even a longer lag between the emergence of an advance in a business process or technique and the time it takes to become mainstream. When we write our research agendas at the top of each year, we have to strike a balance between focusing on the new and different, which is still many years away from general acceptance, and the mainstream, which has been...

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        Topics: Big Data, Planning, Predictive Analytics, Governance, GRC, Office of Finance, Operational Performance Management (OPM), Budgeting, close, Analytics, Business Analytics, Business Collaboration, CIO, Cloud Computing, In-memory, Business Performance Management (BPM), CFO, Financial Performance Management (FPM), Risk, Sales Performance Management (SPM), Workforce Performance Management (WPM), CEO, Financial Performance Management, FPM

        As I’ve noted before, it’s common for CFOs of companies that are transitioning from being a small to a midsize business (that is, when they grow past about 100 employees) to find that the entry-level accounting package that they have been using no longer fits their needs. This software may be inexpensive to purchase and easy to use but it lacks many of the customization and business process management capabilities that become increasingly important as organizations grow. The transition from...

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        Topics: Planning, Salesforce.com, ERP, Human Capital Management, Office of Finance, Operational Performance Management (OPM), Reporting, close, closing, Cloud Computing, Business Performance Management (BPM), Financial Performance Management (FPM), Workforce Performance Management (WPM), Financial Performance Management, FinancialForce.com

        Ventana Research does benchmark research that assesses the maturity of organizations across four dimensions: people, process, information and technology. We examine business issues along those dimensions because we recognize the interconnected relationships among them. Especially in larger companies, data issues such as accuracy and accessibility are often a root cause of poor performance of a core function. It may be a factor in such areas as poor customer service, sales execution or...

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        Topics: Big Data, Planning, Social Media, Office of Finance, Operational Performance Management (OPM), Reporting, Budgeting, driver-based, Business Performance Management (BPM), Customer Performance Management (CPM), Financial Performance Management (FPM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Financial Performance Management, Integrated Business Planning

        This is the third in a series of blog posts on what CEOs (and for that matter, all senior corporate executives) need to know about IT and its impact on running a business. The first covered the high-level issues. As I noted, it’s not necessary for a CEO to be able to write Java code or master the intricacies of an ERP or sales compensation application. However, CEOs must grasp the basics of IT just as they must understand basic corporate finance, the production process and – at least at a high...

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        Topics: Planning, Predictive Analytics, Sales, Customer, Human Capital Management, Office of Finance, Operational Performance Management (OPM), Budgeting, close, closing, PRO, Analytics, Business Analytics, Business Performance Management (BPM), CFO, Customer Performance Management (CPM), Financial Performance Management (FPM), Information Management (IM), Sales Performance Management (SPM), CEO, FPM, Profitability, SPM

        Quantrix recently unveiled Quantrix 5, an updated version of its financial modeling software designed to fill the gap between spreadsheets and business intelligence (BI) systems. Quantrix provides users with many of the capabilities of an enterprise system and addresses shortcomings of desktop spreadsheet software without requiring extensive training.

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        Topics: Big Data, Planning, Sales, FP&A, Office of Finance, Reporting, Budgeting, Quantrix, Analytics, Business Collaboration, Cloud Computing, Business Performance Management (BPM), Information Management (IM), Sales Performance Management (SPM), Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), FPM
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        • 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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