Robert Kugel's Analyst Perspectives

OneStream XF: A Finance Department Platform

Posted by Robert Kugel on Aug 27, 2018 8:42:32 AM

OneStream XF from OneStream is a financial performance management (FPM) platform offering planning, budgeting and forecasting, statutory consolidations and reporting. The company was founded in 2010 and has been self-funded, which means that until recently its marketing and brand recognition efforts have been limited. I reviewed the company’s statutory consolidation capabilities earlier this year.

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Topics: Office of Finance, Continuous Planning, ERP and Continuous Accounting, Financial Performance Management, Recurring Revenue

Oracle Demonstrates ERP Cloud Progress at OpenWorld

Posted by Robert Kugel on Nov 30, 2017 6:27:07 AM

Oracle OpenWorld is a fall event that sprawls over a lot of territory – figuratively in terms of the IT landscape and, if you’re in San Francisco, literally. My focus here is on the ERP portion of the company’s software portfolio.

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Topics: Office of Finance, ERP and Continuous Accounting, Recurring Revenue, revenue recognition, Enterprise Resource Planning, Cloud Computing, asc 606

Intacct is a Sage Investment

Posted by Robert Kugel on Nov 14, 2017 8:54:36 AM

Sage Intacct recently held its annual user group meeting. The cloud financial management software service provider targets rapidly growing small- and midsize services companies. Within this broad category, Sage Intacct focuses on verticals including software, financial services, healthcare, nonprofits, wholesale and franchisers.

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Topics: Office of Finance, ERP and Continuous Accounting, Recurring Revenue, revenue recognition, Enterprise Resource Planning, Cloud Computing, asc 606

Longview Solidifies Tidemark for Cloud-Based Planning

Posted by Robert Kugel on Jul 10, 2017 6:43:35 AM

Longview recently completed the acquisition of Tidemark Systems, a planning software vendor. Longview Plan powered by Tidemark is a suite of cloud-based applications that enable corporations to plan, assess performance and communicate results more effectively. The software facilitates what Ventana Research calls “continuous planning.” This is a highly collaborative, action-oriented approach to planning that relies on frequent, short cycles to rapidly create and update integrated company-wide operational and financial plans. This structural approach makes it easy for individual business functions to create their own plans while enabling headquarters to connect those plans to create a unified view. Viewed in the long term, this acquisition provides Longview with a platform that will enable it to apply its existing on-premises intellectual property to a broader suite of web-based performance management and tax applications.

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Topics: Analytics, Business Intelligence, Mobile, Office of Finance, Continuous Planning, ERP and Continuous Accounting, Financial Performance Management, Recurring Revenue, Price and Revenue Management, revenue recognition, Sales Planning and Analytics

NetSuite Presents New Suites at SuiteWorld

Posted by Robert Kugel on Jun 8, 2017 7:20:24 AM

I recently attended SuiteWorld, NetSuite’s annual user conference. In the opening keynotes and throughout the event speakers emphasized benefits for NetSuite users resulting from the merger of NetSuite and Oracle, completed last fall. I wrote about this at the time. NetSuite users are likely to benefit from Oracle’s sales and core technology infrastructure. Before the merger, NetSuite’s R&D spending was constrained by being a public company. The amounts needed to rebuild and extend its software on an accelerated timetable likely would not have been acceptable to stock market investors.

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Topics: Human Capital Management, HRMS, Office of Finance, ERP and Continuous Accounting, Recurring Revenue, Enterprise Resource Planning, Cloud Computing

Host Analytics Empowers Office of Finance

Posted by Robert Kugel on May 27, 2017 12:44:16 AM

Ventana Research defines financial performance management (FPM) as the process of addressing the often overlapping people, process, information and technology issues that affect how well finance departments operate and support the activities of the rest of their organization. FPM deals with the full cycle of finance department activities, which include planning and budgeting, analysis, assessment and review, closing and consolidation, internal financial reporting and external financial reporting, as well as the underlying information technology systems that support them.

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Topics: Analytics, Business Intelligence, Mobile, Office of Finance, Continuous Planning, ERP and Continuous Accounting, Financial Performance Management, Recurring Revenue, Price and Revenue Management, Sales Planning and Analytics, Human Capital Management

Anaplan Enables Connected Planning across Business

Posted by Robert Kugel on Apr 27, 2017 11:04:56 AM

Anaplan recently held Anaplan Hub, its annual user group meeting. The company offers a cloud-based business planning platform that incorporates a modeling and calculation engine. The tool makes it relatively easy to add or expand the scope of plans that can be connected and monitored as a central source. Companies typically use Anaplan software for financial planning or budgeting, sales, workforce, marketing and IT planning. These are the types of plans in which companies often need to create models that incorporate their specific requirements, their strategy and their business systems.

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Topics: Business Intelligence, Collaboration, Customer Analytics, HRMS, Workforce Management, Marketing, Marketing Performance Management, Office of Finance, Continuous Planning, ERP and Continuous Accounting, Financial Performance Management, Recurring Revenue, Price and Revenue Management, Operations & Supply Chain, Work and Resource Management, Sales Enablement and Execution, Sales Performance Management, Sales Planning and Analytics, Analytics, Human Capital Management, Cloud Computing

Aria Enables Effective Recurring Revenue Management

Posted by Robert Kugel on Feb 7, 2016 8:36:14 PM

Aria Systems provides companies with software for managing subscription or recurring revenue business models. A recurring revenue business models includes three types of selling and billing structures: a one-time transaction plus a periodic service charge; subscription-based services involving periodic charges; or a contractual relationship that charges periodically for goods and services. Aria’s cloud-based software addresses key requirements of users in the marketing, sales, operations and accounting functions in this type of business.

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Topics: billing software, Business Analytics, Business Performance Management (BPM), Cloud Computing, Customer Engagement, customer life cycle, Customer Performance Management (CPM), Customer Service, ERP, Financial Performance Management (FPM), Marketing, NetSuite, Operational Performance Management (OPM), Recurring Revenue, SaaS, Sales, Sales Performance Management (SPM), Office of Finance, Customer Experience

Recurring Revenue Challenges Finance Departments

Posted by Ventana Research on Mar 13, 2015 8:44:05 AM

As I noted in a recent analyst perspective note the recurring revenue business model is gaining increasing use worldwide. Our recently completed recurring revenue benchmark research shows that companies are using this business approach because they find that it can convey a strategic advantage in creating additional sales opportunities, making future revenues more predictable, enhancing their customers’ experience  and increasing customer loyalty. However, recurring revenue businesses have unique challenges, especially in finance and accounting departments because most ERP systems (the ones that handle the accounting function) are not designed to manage the specific requirements of a recurring revenue businesses.

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Topics: billing software, Business Performance Management (BPM), Cloud Computing, Customer Performance Management (CPM), Customer Service, Financial Performance Management (FPM), Intacct, NetSuite, Operational Performance Management (OPM), Recurring Revenue, SaaS, Sales Performance Management (SPM), Zuora, Office of Finance, Customer Experience

Recurring Revenue: An Increasingly Important Business Model

Posted by Ventana Research on Feb 19, 2015 4:47:53 AM

Recurring revenue is a term applied to business models that involve three types of selling and billing structures: a one-time transaction plus a periodic service charge; subscription-based services involving periodic charges; or a contractual relationship that charges periodically for goods and services. Telecommunications was the first major industry to use it, but recently the model has gained popularity in others. It is a major trend in information technology as an increasing number of companies offer software and hardware technology accessed as a service through cloud computing. Recurring revenue also has been transforming the entertainment business, as customers subscribe to rent movies, music and other creative digital products instead of owning them; this is part of the so-called “sharing economy” whose social impacts are wide-ranging.

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Topics: billing software, Business Performance Management (BPM), Cloud Computing, Customer Performance Management (CPM), Customer Service, Financial Performance Management (FPM), Intacct, NetSuite, Operational Performance Management (OPM), Recurring Revenue, SaaS, Sales Performance Management (SPM), Zuora, Office of Finance, Customer Experience