Our People

About Robert Kugel

Executive Director, Business Research

Rob leads and manages the business software research and advisory team at ISG Software Research, focusing on the intersection of information technology and applications across the front- and back-office areas of enterprises. Rob leads the Office of Finance practice and the AI for Business efforts and is a book author and thought leader on integrated business planning (IBP). Prior to ISG and two decades at Ventana Research, he was an equity research analyst at several firms including Credit Suisse, Morgan Stanley and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University and is a CFA charter holder.

Articles by Robert Kugel

Analyst Perspectives

Collaborative Supply Chain Forecasting Faces Serious Challenges

Robert Kugel

Sep 16, 2025

Read More

Analyst Perspectives

Planning for Uncertainty with AI

Robert Kugel

Sep 10, 2025

Read More

Buyers Guide - Executive...

Record to Report 2025 Buyers Guide Executive Summary

Robert Kugel

Sep 5, 2025

Read More

Buyers Guide - Executive...

Financial Close 2025 Buyers Guide Executive Summary

Robert Kugel

Sep 5, 2025

Read More

Buyers Guide - Executive...

Financial Consolidation 2025 Buyers Guide Executive Summary

Robert Kugel

Sep 5, 2025

Read More

Analyst Perspectives

Use AI and Technology to Optimize Working Capital

Robert Kugel

Sep 3, 2025

Read More

Analyst Perspectives

FloQast Gives Accountants an AI Hack to Improve Productivity

Robert Kugel

Aug 28, 2025

Read More

Analyst Perspectives

Minimize Costs with Supply Chain Agility and AI

Robert Kugel

Aug 26, 2025

Read More

Analyst Perspectives

AI Agents in the Supply Chain offer a Competitive Edge

Robert Kugel

Aug 21, 2025

Read More

Analyst Perspectives

Successful AI Adoption: Change Management is Essential

Robert Kugel

Aug 7, 2025

Read More

Analyst Perspectives

Payments Technology and Evolution of P2P and O2C

Robert Kugel

Aug 5, 2025

Read More

Analyst Perspectives

Sustainability: Global Complexity Requires Software for...

Robert Kugel

Jul 30, 2025

Read More

Analyst Perspectives

Sage Defines its Future in AI for ERP

Robert Kugel

Jul 24, 2025

Read More

Analyst Perspectives

Oracle’s AI Agents Amplify Value for Finance

Robert Kugel

Jun 26, 2025

Read More

Buyers Guide - Executive...

Retail Supply Chain Planning 2025 Buyers Guide Executive...

Robert Kugel

Jun 19, 2025

Read More

Analyst Perspectives

OneStream Roadmap for AI and Agents

Robert Kugel

Jun 12, 2025

Read More

Buyers Guide - Executive...

Sales and Operations Planning 2025 Buyers Guide Executive...

Robert Kugel

Jun 5, 2025

Read More

Buyers Guide - Executive...

Supply Chain Planning 2025 Buyers Guide Executive Summary

Robert Kugel

Jun 5, 2025

Read More

Buyers Guide - Executive...

Midsize Supply Chain Planning 2025 Buyers Guide Executive...

Robert Kugel

Jun 5, 2025

Read More

Analyst Perspectives

Software Increases Productivity in the Record-to-Report Cycle

Robert Kugel

May 22, 2025

Read More

Analyst Perspectives

AI-Enabled Contingency Planning is More Accessible Than Ever

Robert Kugel

May 20, 2025

Read More

Analyst Perspectives

Gaining Financial Management Effectiveness in Midsize...

Robert Kugel

May 15, 2025

Read More

Analyst Perspectives

Infor Shows off AI, Process Mining and MES Advances

Robert Kugel

May 1, 2025

Read More

Analyst Perspectives

Kinaxis Demonstrates Accessible AI-Enabled Supply Chains

Robert Kugel

Apr 23, 2025

Read More

Analyst Perspectives

Achieve a Faster Tax Provision Process for a Faster Close

Robert Kugel

Apr 17, 2025

Read More

Analyst Perspectives

Board Goes All-In for External Data and AI to Improve...

Robert Kugel

Apr 15, 2025

Read More

Analyst Perspectives

Buyer Beware: The Evolution of Agentic AI in Business Software

Robert Kugel

Mar 27, 2025

Read More

Analyst Perspectives

The EU Scaling Back Sustainability Reporting Mandates

Robert Kugel

Mar 25, 2025

Read More

Analyst Perspectives

What Analysts Should Do When Anyone Can Analyze with AI

Robert Kugel

Mar 12, 2025

Read More

Analyst Perspectives

A Strategic Approach to Replacing ERP Systems for...

Robert Kugel

Feb 27, 2025

Read More

Analyst Perspectives

Trintech Provides Reliable Record-to-Report Productivity

Robert Kugel

Feb 25, 2025

Read More

Analyst Perspectives

Prophix’s FP&A Plus Brings Higher Performance to Midsize...

Robert Kugel

Feb 19, 2025

Read More

Analyst Perspectives

Adapting to Higher Inflation Longer with Profitability...

Robert Kugel

Feb 5, 2025

Read More

Analyst Perspectives

ESG Management Software is Essential for Efficient Compliance

Robert Kugel

Jan 28, 2025

Read More

Analyst Perspectives

Intercompany Financial Management is Essential for...

Robert Kugel

Jan 22, 2025

Read More

Buyers Guide - Executive...

Midsize ERP Financial Management 2024 Buyers Guide Executive...

Robert Kugel

Jan 10, 2025

Read More

Buyers Guide - Executive...

ERP Manufacturing Buyers Guide 2024 Buyers Guide Executive...

Robert Kugel

Jan 9, 2025

Read More

Analyst Perspectives

Let’s Put the “A” Back in FP&A

Robert Kugel

Jan 9, 2025

Read More

Analyst Perspectives

Streamline Subscription Accounting to Increase Productivity

Robert Kugel

Jan 8, 2025

Read More

Buyers Guide - Executive...

Workforce Planning Buyers Guide 2024 Executive Summary

Robert Kugel

Dec 31, 2024

Read More

Buyers Guide - Executive...

Business Planning Buyers Guide 2024 Executive Summary

Robert Kugel

Dec 31, 2024

Read More

Buyers Guide - Executive...

Revenue Planning Buyers Guide 2024 Executive Summary

Robert Kugel

Dec 31, 2024

Read More

Buyers Guide - Executive...

Financial Planning Buyers Guide 2024 Executive Summary

Robert Kugel

Dec 31, 2024

Read More

Buyers Guide - Executive...

Midsize ERP Manufacturing 2024 Buyers Guide Executive Summary

Robert Kugel

Dec 20, 2024

Read More

Buyers Guide - Executive...

Midsize ERP 2024 Buyers Guide Executive Summary

Robert Kugel

Dec 20, 2024

Read More

Buyers Guide - Executive...

ERP Financial Management Buyers Guide 2024 Buyers Guide...

Robert Kugel

Dec 20, 2024

Read More

Buyers Guide - Executive...

ERP 2024 Buyers Guide Executive Summary

Robert Kugel

Dec 20, 2024

Read More

Q and A

Five Ways FP&A is Evolving Q&A

Robert Kugel

Nov 24, 2024

Read More

Analyst Perspectives

Infor’s Velocity Summit Highlights Multiple Advances and...

Robert Kugel

Nov 12, 2024

Read More

Analyst Perspectives

A Planning Center of Excellence Delivers Performance...

Robert Kugel

Nov 7, 2024

Read More

Analyst Perspectives

Generative Automation: An Alternative for Process Optimization

Robert Kugel

Nov 5, 2024

Read More

Analyst Perspectives

Oracle Advances its AI-Enabled Supply Chain Management Suite

Robert Kugel

Oct 30, 2024

Read More

Analyst Perspectives

Should I Stay or Go? Migrating to AI-Enabled Applications

Robert Kugel

Oct 15, 2024

Read More

Analyst Perspectives

The Prophix One Platform Supports a More Effective Finance...

Robert Kugel

Sep 17, 2024

Read More

Analyst Perspectives

Sage Analyst Summit Details its Differentiated Strategic Path

Robert Kugel

Aug 28, 2024

Read More

Buyers Guide - Executive...

Business Planning Buyers Guide 2023 Executive Summary

Robert Kugel

Aug 23, 2024

Read More

Analyst Perspectives

Technology Transforms ERP for a More Effective Finance...

Robert Kugel

Aug 20, 2024

Read More

Analyst Perspectives

OneStream Splash Highlights Practical AI Advances

Robert Kugel

Aug 15, 2024

Read More

Analyst Perspectives

Gain Finance Department Productivity with Straight-Through...

Robert Kugel

Aug 13, 2024

Read More

Analyst Perspectives

Competitive Innovation is Improving the Economics of GenAI

Robert Kugel

Aug 9, 2024

Read More

Buyers Guide - Executive...

Financial Consolidation Buyers Guide Executive Summary

Robert Kugel

Aug 8, 2024

Read More

Buyers Guide - Executive...

Financial Consolidation and Close Buyers Guide Executive...

Robert Kugel

Aug 8, 2024

Read More

Buyers Guide - Executive...

Financial Close Buyers Guide Executive Summary

Robert Kugel

Jul 31, 2024

Read More

Analyst Perspectives

The Buyers Guides for Financial Consolidation and Close...

Robert Kugel

Jul 30, 2024

Read More

Analyst Perspectives

AI is Changing the Market for Consolidation Software

Robert Kugel

Jun 11, 2024

Read More

Analyst Perspectives

Resilient Supply Chains and AI to Manage Costs

Robert Kugel

May 23, 2024

Read More

Analyst Perspectives

Oracle Demonstrates Embedded AI for Productivity Gains

Robert Kugel

May 21, 2024

Read More

Analyst Perspectives

Automation Addresses VAT Tax Challenges

Robert Kugel

May 16, 2024

Read More

Analyst Perspectives

The CFO AI Trilemma: Cut Costs, Accomplish More or Both

Robert Kugel

May 13, 2024

Read More

Analyst Perspectives

Digitizing Tax Provision to Streamline the Close, Reduce Risk

Robert Kugel

May 9, 2024

Read More

Analyst Perspectives

AI Increases the Value of Order-to-Cash Automation

Robert Kugel

May 7, 2024

Read More

Analyst Perspectives

Making Purchasing Departments AI-Ready

Robert Kugel

May 1, 2024

Read More

Analyst Perspectives

Sage Intacct Enhances Its Roadmap for AI and Generative AI

Robert Kugel

Apr 15, 2024

Read More

Analyst Perspectives

Smart Manufacturing Increases Productivity and Resilience

Robert Kugel

Mar 26, 2024

Read More

Analyst Perspectives

AI Makes Accounts Receivable a Customer-Facing Organization

Robert Kugel

Mar 20, 2024

Read More

Q and A

Know When the Time is Right to Migrate (CCH Tagetik) Q&A

Robert Kugel

Jul 21, 2022

Read More

Q and A

Why Invest in Profitability Management (SAP) Q&A

Robert Kugel

Jul 21, 2022

Read More

Q and A

Accounting in a Time of Crisis Q&A

Robert Kugel

Jul 21, 2022

Read More

Q and A

When Spreadsheets Aren’t Enough: Managing Accounting Standards...

Robert Kugel

Jul 21, 2022

Read More

Q and A

Planning for Continuity in the Public Sector Q&A

Robert Kugel

Jul 21, 2022

Read More

Q and A

Accounting for Selling Costs Gets Complicated Q&A

Robert Kugel

Jun 21, 2022

Read More

Do you have a question, comment or suggestion?