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        Robert Kugel's Analyst Perspectives

        For several years the U.S. Securities and Exchange Commission (SEC) has mandated that filers apply eXtensible Business Reporting Language (XBRL) tags to their financial statements. XBRL was developed to make it easier for investors to use a company’s financial information. Now XBRL US has kicked off its second annual XBRL Challenge, a contest designed to encourage development of open source analytical tools that can use XBRL-formatted corporate financial data from the SEC’s EDGAR database....

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        Topics: Office of Finance, Reporting, closing, XBRL, Analytics, Business Analytics, Business Performance Management (BPM), finance, Financial Performance Management (FPM), Information Management (IM), Financial Performance Management, SEC

        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

        The mandate by the U.S. Securities and Exchange Commission (SEC) that requires its filers to apply eXtensible Business Reporting Language (XBRL) tags to their financial statements has been in effect for several years. (XBRL is a core element of our Office of Finance Research Agenda for 2012.) One of the most important ideas behind this “interactive data” requirement was to make it as simple as possible for investors to be able to consume and analyze corporate financial data filed with the SEC....

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        Topics: Office of Finance, extended close, US-GAAP, XBRL, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Governance, Risk & Compliance (GRC), Business Performance Management (BPM), CFO, compliance, Financial Performance Management (FPM), Information Applications (IA), Information Management (IM), financial reporting, SEC, Digital Technology

        The evolution from United States Generally Accepted Accounting Standards (US-GAAP) to International Financial Reporting Standards (IFRS) has been under way for more than a decade. I’ve commented on IFRS adoption before. It’s a hot topic for accountants and auditors because it goes to the heart of how companies keep their books.

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        Topics: Office of Finance, closing, Controller, FASB, IASB, IFRS, XBRL, Analytics, Business Analytics, Business Intelligence, Financial Performance, Governance, Risk & Compliance (GRC), Business Performance Management (BPM), CFO, Financial Performance Management (FPM), financial statement, GAAP, SEC

        The melding of the world’s two main financial accounting standards – United States Generally Accepted Accounting Standards (US-GAAP) and International Financial Reporting Standards (IFRS) – continues apace. Initially, the idea was to converge the two into a single, global standard. Although there was general agreement that the concept was a noble one, there were enough differences to produce practical concerns about implementing these changes, especially in the United States. Then, in December...

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        Topics: Office of Finance, Controller, FASB, IASB, IFRS, XBRL, CFO, Financial Performance Management (FPM), financial statement, GAAP, SEC

        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

        As the third calendar quarter draws to an end, most companies will be preparing their financial close, which is part of the ongoing accounting cycle. Periodic closing is a core finance function. Since companies found they could substantially shorten their closing intervals with computer-based accounting systems in the 1990s, there has be an ongoing focus to keep shortening the time it takes to close, and for good reason. For companies that must file financial statements with investors, closing...

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        Topics: Office of Finance, Reporting, closing, Consolidation, Fast close, Business Performance Management (BPM), Financial Performance Management (FPM), benchmark, Financial Performance Management, financial reporting, SEC

        Hans Hoogervorst, who just succeeded Sir David Tweedie as the chairman of the International Accounting Standards Board (IASB), recently said he is “optimistic the SEC will move to fully incorporate IFRS [International Financial Reporting Standards] shortly.” I find it hard to see why, unless one has a fairly elastic definition of “fully,” “incorporate” and “shortly” (or at least two out of three). Then again, one shouldn’t fault the head of an organization for expressing undue optimism since...

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        Topics: Office of Finance, Reporting, Consolidation, FASB, IASB, IFRS, Business Analytics, Business Collaboration, Business Performance Management (BPM), Financial Performance Management (FPM), GAAP, SEC

        IBM Software recently held a user group conference called Vision 2011 that focused on its Clarity Systems acquisition’s users but also covered broader finance department topics. For me, the highlight of the show was the continued evolution and enrichment of the Clarity FSR external reporting application designed to automate the close-to-report cycle. This process is commonly referred to as “the last mile of finance,” a term coined by a now-defunct company, Movaris, and adopted by Gartner. If...

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        Topics: Office of Finance, XBRL, Financial Performance, Uncategorized, CFO, Corporate Finance, SEC, Digital Technology

        In July, Australia adopted what it calls "Standard Business Reporting" (SBR), which is designed to reduce the reporting burden imposed on businesses by the country's federal and state governments by streamlining the information submission ("lodging" for the Oz) process. In essence, the country is on its way to a file-once-use-many approach whereby companies provide data using a single secure sign-on known as "AUSkey" As of now, SBR reports include the Business Activity Statement, Tax File...

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        Topics: XBRL, Business Performance Management (BPM), finance, Financial Performance Management (FPM), SEC
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