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        Analyst Perspectives

        The six costliest words in managing a finance department are, “We’ve always done it this way.” The record-to-report (R2R) cycle describes the process of finalizing and summarizing the financial activities of a business for a specific accounting periodtypically a month, quarter or fiscal year. It is important to note that R2R exclusively covers the activities between recording (keeping the books) and reporting (publishing financial statements and management accounts). It involves completing...

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        Topics: Office of Finance, ERP and Continuous Accounting, digital finance, Generative AI, Consolidate and Close Management, AI and Machine Learning

        I recently described how business data catalogs are evolving into data intelligence catalogs. These catalogs combine technical and business metadata and data governance capabilities with knowledge graph functionality to deliver a holistic, business-level view of data production and consumption. The concept of the knowledge graph has been part of the data sector for decades, but adoption has typically been limited to industries and enterprises focused on the Semantic Web, such as media,...

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        Topics: Governance, Generative AI, Data Intelligence, AI & Technologies

        Ten years have passed since artificial intelligence (AI) first appeared in sales technology, and the results are mixed. Early tools applied rudimentary machine learning (ML) models to customer relationship management (CRM) exports, assigning win probability scores or advising on the “ideal” time to call. The mathematics was sound, the demos impressive, yet adoption faltered because little thought was given as to how sellers should use this information.

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        Topics: sales engagement, Office of Revenue

        We live in a time of uncertainty, not unpredictability. Especially when a business finds itself on an undefined journey with an unclear destinationwhether caused by internal events or the world at largehaving plans to deal with a range of outcomes increases the odds of success. Or, at least enduring the least amount of damage. Managing an organization in uncertain times is always hard, but tools are available to improve the odds of success by making it easier and faster to plan for...

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        Topics: Machine Learning, Office of Finance, Supply Chain Planning, Business Planning, Supply Chain, Enterprise Resource Planning, Artificial intelligence, digital finance, Generative AI

        Domo is best known as a business intelligence (BI) and analytics software provider, thanks to its functionality for visualization, reporting, data science and embedded analytics. Additionally, as I recently explained, the company’s platform addresses a broad range of capabilities that includes data governance and security, data integration and application development, as well as the automation and incorporation of artificial intelligence (AI) and machine learning (ML) models into BI and...

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        Topics: Analytics, AI, Generative AI, Technologies

        Conversational automation is one of those software segments that means something different depending on who you are or your role in an organization. According to my colleague Jeff Orr, the core of the idea is that conversational automation tools benefit from artificial intelligence (AI), allowing software agents, chatbots and virtual assistants to automate customer interactions and internal processes. This broad definition hits the mark, I think, because it identifies the core functions without...

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        Topics: Customer Experience, Contact Center, Intelligent Self-Service, Conversational Intelligence

        Founded as Software Development Laboratories in 1977, Oracle is a behemoth in the software industry, generating more than $50 billion in revenue in its fiscal year 2024. Originally focused solely on the relational database market, the software provider operated as Relational Systems, Inc. for several years before adopting the name Oracle in 1982. The company went public in 1986 and became one of the largest software providers in the world, eventually amassing a large portfolio of business...

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        Topics: Machine Learning, Artificial intelligence, Data Platforms, Generative AI

        Doing more with less is the defining characteristic of finance and accounting departments in midsize enterprises, which ISG research defines as organizations with between 100 and 999 workers. One frustrating truth confronting executives in these organizations is that, once their company stops being a small business, it has many of the same challenges that large enterprises face but with fewer resources to deal with them. Over the past two decades, advances in information technology have had the...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, natural language processing, Procure-to-Pay

        As quantum computing advances at an unprecedented pace, the concept of Q-Day—a day when quantum computers can fundamentally undermine our current encryption methods—has entered discussions among cybersecurity professionals and business leaders alike. While there is no definitive date set for Q-Day, we are approaching a critical juncture where traditional cryptographic techniques may no longer suffice to protect sensitive data, digital communications and transactions. This impending shift not...

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        Topics: Digital Technology, Cybersecurity, Digital Security

        Data governance has always been a critical part of the data and analytics landscape. However, for many years, it was seen as a preventive function to limit access to data and ensure compliance with security and data privacy requirements. To fulfill today’s data-driven agendas, many enterprises need an evolved perspective on data governance. The development of new applications driven by artificial intelligence requires a more agile and collaborative approach to data governanceone that automates...

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        Topics: Governance, Machine Learning, Operations, AI, Data Intelligence

        For decades, organizations have treated sales incentive compensation as a separate entity, isolated from the broader total rewards strategy. This isolation stems from historical operations, where sales compensation is designed and managed within Sales, with periodic budget oversight from Finance, while HR focuses on base pay, benefits and equity. Unfortunately, this siloed approach, further reinforced by outdated technology and entrenched business practices, limits companies from fully...

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        Topics: Human Capital Management, Business, Total Compensation Management

        It has been a little over a decade since the term data operations entered the analytics and data lexicon. It describes the application of agile development, DevOps and lean manufacturing by data engineering professionals in support of data production. DataOps was initially seen as antithetical to traditional data management approaches, which typically included batch-based and manual tools and practices. The term was embraced by emerging software providers as a means of differentiating from...

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        Topics: Governance, Machine Learning, Operations, AI, Generative AI, Data Intelligence

        Most of the discussion and planning around artificial intelligence (AI) tools for contact centers and CX has focused on finding appropriate use cases and understanding how to deploy these tools. There are already plenty of success stories about enterprises reducing friction for agents, saving time and expanding the breadth of interactions that can be handled automatically.

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        Topics: Customer Experience, Contact Center, Business, agent management, Intelligent Self-Service, Conversational Intelligence

        Turnover rates have taken center stage in workforce discussions, often being the first metric leaders request when assessing the state of the workforce. Yet, in isolation, turnover is one of the least understood indicators we have. Relying solely on turnover is like driving a vehicle using only your side and rearview mirrors; you’re reacting to what has already happened, without a clear view of what lies ahead. While turnover shows us that employees are leaving, it doesn’t reveal why they’re...

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Business, Payroll Management, Total Compensation Management, employee experience

        Natural language interfaces for business intelligence products existed long before the emergence of generative artificial intelligence. Large language models have allowed BI providers to accelerate the delivery of functionality to convert natural language questions into analytic queries and generate summarizations and recommendations from data and charts. Features that enable natural language query and natural language generation are now ubiquitous.

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        Topics: Analytics, AI, Generative AI

        Infor provides industry-specific enterprise software that enhances business performance and operational efficiency. These verticals and related micro-verticals include manufacturing, food and beverage, hospitality, healthcare, distribution and retail. Infor offers applications for enterprise resource planning, supply chain management, customer relationship management and human capital management, among others. Infor’s strategy is to tailor software with a high percentage of specific...

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        Topics: ERP, Machine Learning, Office of Finance, Operations, Continuous Accounting, Supply Chain, AI

        HR software for HCM is supposed to be the great enabler of a better employee experience. It promises to streamline processes, create seamless engagement and elevate the workplace into something dynamic, personalized and intuitive. Yet, for many organizations, the reality is far from the promise. Instead of making work better, HR software often becomes a tangled web of disconnected tools, frustrating interfaces and rigid automation that strip away the human element. As we progress through 2025,...

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management, employee experience

        In an earlier Analyst Perspective, I discussed data democratization’s role in creating a data-driven enterprise agenda. Building a foundation of self-service data discovery, data-driven organizations provide more workers with the ability to analyze and use data. I’ve also examined how generative artificial intelligence (GenAI) could revolutionize business intelligence software by using natural language interfaces to lower the barriers to working with analytics software. Today, however, data...

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        Topics: Analytics, AI, Data Intelligence

        There are contact centers, and there is customer experience. They are not the same thing, even though we have a tendency to conflate them or at least discuss them in tandem for operational and planning purposes. This is mostly fine, but it does obscure one basic difference that will matter more as enterprises succeed at integrating contact centers into enterprise CX strategies. That difference is in metrics and, by extension, how we define success.

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        Topics: Customer Experience, Contact Center, Customer Experience Management

        In an era defined by the relentless advance of cyber threats, enterprise security leaders grapple with an overwhelming landscape. Enterprises face complex challenges as sophisticated attacks and increasing responsibilities stretch security teams thin. Many describe daily experiences as perpetual "firefighting," trapped in cycles of reacting to incidents rather than developing proactive strategies to fortify defenses.

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        Topics: Digital Technology, Cybersecurity

        As enterprises embrace the potential opportunities presented by artificial intelligence (AI), they are quickly finding that good data management is a prerequisite. As was explained in ISG’s State of Generative AI Market Report, AI requires data that is clean, well-organized and compliant with regulatory standards. There are multiple challenges to delivering AI-ready data, including combining structured and unstructured data, ensuring that the combined data can be trusted, and validating that...

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        Topics: Machine Learning, Analytics, IT, AI, Data Platforms, ADM, DevOps

        I recently attended Kinaxis’ annual user group meeting, Kinexions. The most important theme of the event was the trifecta of artificial intelligence (AI), generative AI (GenAI) and agents. Supply chain planning and execution software are the business software domains that are going to be major beneficiaries of AI and agentic AI automation. However, they also are going to be two of the more difficult to translate from potential to reality. Some of the basics, especially predictive analytics...

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        Topics: Office of Finance, Supply Chain Planning, Business Planning, Supply Chain, supply chain management

        For years, HR technology has been seen primarily as an administrative tool—handling records, payroll and compliance. But what if its real power lies in shaping workforce strategy, building community and driving transformation?

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        Topics: HCM, HCM Suites

        In a defining moment for the artificial intelligence (AI) sector, the recent breach involving Chinese company Liang Wenfeng (makers of DeepSeek AI) has shed light on the emerging cyber threats that challenge the industry. The reported incident revealed that DeepSeek AI had left its ClickHouse database accessible to the public, exposing over one million lines of log entry data. This data included chat histories, secret keys and other sensitive information. Further complicating matters, Microsoft...

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        Topics: Digital Technology, Cybersecurity, Generative AI, DeepSeek, OpenAI

        One way to think about the change in service and support in the current dynamic technological environment is to see it as a transition from managing interactions as they happen to managing the overall customer journey. It’s a lot harder to optimize a journey than an interaction. More people are involved, with different systems, key performance indicators and data sources, to cite just a few differences.

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        Topics: Customer Experience, Contact Center, Orchestration, Customer Journey

        Managing corporate income taxes is a challenge for chief financial officers and their tax department professionals. Tax codes are often complex, so tax accounting as well as the data required for tax provisions and tax compliance are different enough from statutory accounting to create significant workloads for the tax department. The provision for income tax expense and, for public companies, the assembly of information related to tax-related disclosures, can be a factor holding up the...

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        Topics: Office of Finance, ERP and Continuous Accounting, tax; tax provision; transfer pricing, digital finance, Consolidate and Close Management

        Workforce planning has long been a cornerstone of business strategy, yet many enterprises still approach it with outdated methods. Traditionally, it has been rigid, reactive, subjective and often siloed. But as industries evolve—especially those with high turnover and a large frontline workforce, like retail, healthcare and hospitality—companies must rethink how they forecast talent needs. Technology is reshaping workforce planning, making it more dynamic, precise and forward-thinking.

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        Topics: HCM, Human Capital Management, Employee Engagement, Learning Management, Talent Management, Workforce Management, Total Compensation Management

        Attending isolved’s first Analyst Summit was more than just an opportunity to hear about their latest innovations—it was a front-row seat to their vision for the future of HR technology and services. A central theme emerged quickly—they are deeply committed to supporting small and mid-sized businesses (SMBs), not just with technology but also with robust services and an ecosystem of partners that elevate HR teams into the strategic powerhouses they were always meant to be.

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        Topics: Human Capital Management, Employee Engagement, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management

        ISG Research recently announced the results of its Business Planning Buyers Guide for 2025. We rated Board Exemplary and a leader in customer experience and in reliability. Board recently launched two external data offerings that significantly strengthen the capabilities of its planning software. Its Board Foresight is designed to support more effective and potentially more accurate forecasting using predictive models harnessing artificial intelligence (AI). Board Signals makes third-party...

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        Topics: Office of Finance, Business Planning, digital finance, Consolidate and Close Management

        In the rush to embrace AI and automation, organizations are making a critical misstep: they are treating technology as a replacement for HR rather than as an enabler of its evolution. While AI, machine learning and automation offer powerful efficiencies, HR's core mission has always been about people. The challenge today is ensuring that technology amplifies—not replaces—the human touch in HR. Unfortunately, many organizations are being short-sighted in their approach, failing to fully leverage...

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        Topics: Human Capital Management, employee experience

        Agents and “agentic AI” are all the rage now, eclipsing last year’s focus on artificial intelligence (AI) and generative AI (GenAI). They are a way to automate work almost effortlessly so that repetitive and boring tasks get done with the least amount of effort and perhaps, more consistently. In business software, a broad range of software providers are claiming agents to be a panacea that can improve performance and lower costs. They are alluring, with an almost unlimited number of potential...

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        Topics: Office of Finance, Digital Business, AgenticAI

        If you’ve ever held the same job title at two different companies, you know firsthand how misleading job-based approaches to work can be. I’ve had the same title across different organizations, and the roles couldn’t have been more different. The responsibilities, expectations and even the skills required varied so significantly that it made me question why we continue to define work through the lens of static job descriptions.

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        Topics: Human Capital Management, Employee Engagement, Learning Management, Talent Management, Workforce Management, Total Compensation Management

        The recent recommendation by the European Commission to scale back the scope, granularity and timeline for sustainability reporting represents a sea change in this form of corporate disclosure requirements. If enacted, it will substantially reduce or eliminate the reporting requirements for many enterprises, especially small to midsize establishments, as well as provide more time for compliance. While environmental reporting requirements appear to be easing, some regulatory disclosure...

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        Topics: Operations, Supply Chain Planning, Business Planning, Supply Chain, Sustainability Management

        SAP was formed in 1972 to create standardized business software that would integrate all business processes and enable data processing in real time. Following the success of the initial release and subsequent R/2, the company went public in 1988 and has grown into one of the world’s largest software companies, reporting more than $37 billion in revenues in its most recent annual report. Through internal development efforts and numerous acquisitions, including Business Objects, Sybase, Ariba,...

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        Topics: Machine Learning, Analytics, AI, Data Intelligence

        If you’re an HR professional, the term “API” might make you want to hand things off to IT and move on with your day. After all, you’re here to focus on people, not tech jargon, right? But here’s the thing—APIs play a major role in making sure your HR technology works for you. And no, you don’t need to be an engineer to understand why they matter.

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management, employee experience

        Increased enterprise focus on artificial intelligence (AI) and generative AI (GenAI) has served to sharpen the focus on the need for trusted data and reliable analytics and data operations. The ISG State of Generative AI Market Report highlighted that elevated expectations and demands associated with AI are a forcing function for enterprises to take long-overdue steps to improve data and analytics processes to ensure that data that is clean, well-organized and compliant with regulatory...

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        Topics: Analytics, AI, data operations, Analytics and Data

        One of the promised benefits of artificial intelligence (AI), Generative AI (GenAI) and agents is that they can make everyone their own financial and business analyst. It’s true that these technologies can make it possible for everyone to access once hard-to-reach data (with suitable permissions), unleash agents to assemble the data into useful tables and charts along with commentary describing results and highlighting underlying drivers of results, propose next best actions and use natural...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, AI, AI and Machine Learning

        Data catalogs provide an inventory of data assets that surface metadata from data platforms, analytics tools and applications that can be used to facilitate data discovery and data usage across an enterprise. As I recently explained, however, there are actually multiple types of data catalogs that offer functionality to address specific use cases and user roles, including data inventory, data discovery and data governance. The data intelligence catalog is an emerging category that combines...

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        Topics: Governance, Operations

        Conversational automation leverages artificial intelligence (AI)-powered agents, chatbots and virtual assistants to automate both customer interactions and internal processes. These systems understand natural language, sentiment and intent, generating relevant responses and executing actions based on user input. The software provider landscape is analyzed in the ISG Buyers Guide for Conversational Automation.

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        Topics: Self-service, natural language processing, Chatbots, Conversational Automation

        As enterprises seek to expand and accelerate the adoption of artificial intelligence (AI) many are finding that longstanding analytics and data challenges are a barrier to success. As was explained in ISG’s State of Generative AI Market Report, AI requires data that is clean, well-organized and compliant with regulatory standards. The need for good data management is by no means new, but the expectations and demands associated with AI are a forcing function for enterprises to take long-overdue...

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        Topics: Machine Learning, Analytics, Data, Artificial intelligence, natural language processing

        The HCM market has undergone a significant transformation in recent years. Legacy providers, long the dominant force, built their platforms primarily for administrative efficiency—streamlining HR processes but often overlooking the broader employee experience. However, today’s workforce expects more. Employees and managers now demand intuitive, engaging and connected HR experiences that extend beyond transactional tasks.

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        Topics: Human Capital Management, Employee Engagement, Learning Management, Talent Management

        AI, like analytics, must lead to action. Too often, in both cases, too much of the exercise is left to the reader. We have tools to provide sophisticated analyses, including AI platforms that can be used to predict many types of behavior, but we fall short in helping the workforce know what to do with that information. Some examples are more obvious, such as fraud detection. If a transaction is predicted to be fraudulent, the transaction should be blocked. But even this example is not as cut...

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        Topics: Artificial intelligence

        Enterprise Resource Planning (ERP) systems are comprehensive software platforms designed to integrate and manage all the core processes of an enterprise while recording transactions and their financial consequences to support the accounting and finance functions. ISG Software Research recently completed our Buyers Guide™ for ERP systems, designed to help enterprises that are replacing their existing ERP software to make the best choice, both in terms of the product’s performance as well as the...

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        Topics: Office of Finance, Continuous Planning, ERP and Continuous Accounting, AI and Machine Learning

        Late 2024 saw the publication of the 2024 ISG Buyers Guides for DataOps, providing an assessment of 49 software providers offering products used by data engineers, data scientists, and data and AI professionals to facilitate the use of data for analytics and AI needs. The DataOps Buyers Guide research includes five reports which are focused on overall DataOps, Data Observability, Data Orchestration, Data Pipelines and Data Products. This is the first time in the industry when all software...

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        Topics: Analytics, data operations, Analytics and Data

        It is now more than two years since the launch of ChatGPT introduced the world to generative AI (GenAI) and large language models (LLMs). GenAI-based assistants and co-pilots are now widely adopted, with individuals and enterprises adopting GenAI models to automate the generation of text, digital images, audio, video and code, amongst other things.

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        Topics: Analytics, AI, Analytics and Data

        Trintech provides finance departments in larger and midsize enterprises with software to accelerate their accounting close processes while achieving hard and fast accuracy and compliance requirements with less effort. The financial records of an enterprise must be periodically reviewed and summarized to create financial statements that inform executives and interested third parties of the organization’s financial condition and performance. A consolidation of the financial records and other...

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        Topics: Office of Finance, ERP and Continuous Accounting

        Payroll is one of the most universal touchpoints within any organization, impacting every employee on a regular basis. It’s the one thing every employee notices if it does not work perfectly. Yet, despite its far-reaching presence, payroll often operates quietly in the background, treated as an administrative function focused solely on ensuring people are paid accurately and on time. This perception, while understandable, drastically undervalues what payroll can offer.

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        Topics: Human Capital Management, Payroll Management, employee experience

        Zoho’s recent analyst conference was an opportunity to explore how the India-founded software company is faring in its efforts to extend its enterprise business, and to place AI at the center of its product portfolio. It appears the company is having some success on both fronts.

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        Topics: Contact Center

        While headlines tend to focus on flashier topics, arguably the biggest business impact from technology advances over the past two decades has been on helping midsize enterprises improve their performance. These organizations have the same requirements as larger ones but have fewer resources to address those needs. Prophix has been at the forefront of using technology innovation to close that gap throughout this period. Its latest advances include Prophix One, introduced last year, and FP&A...

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        Topics: Office of Finance, Business Planning

        I was recently a guest of SugarCRM at their 2025 Analyst summit with an opportunity to meet with the executive team and new CEO, David Roberts.

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        Topics: Revenue Performance Management, Office of Revenue

        Based on the number of invitations I have received to speak on the topic, usage pricing (also referred to as consumption pricing) is hot. But as I have remarked elsewhere, it is not new. I recall a conversation with a customer over 30 years ago when I was involved with analytic software who asked, “Why can’t we just pay for the software we use?” And this of course makes sense: only pay for what you use. In fact, I assert that by 2027, over one-half of all enterprises will deploy a mixed revenue...

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        Topics: Subscription Management, Office of Revenue

        In anticipation of conditions that suggested accelerating price increases, I wrote in 2021 about how technology could be useful in an inflationary period, anticipating the world we live in now. Responding effectively to changes in costs is always challenging, but even more so because of the choppy and chaotic nature of the current environment. Inflation may have abated from its highs throughout the rich world but is still an important factor in business decisions. Many enterprises have limited...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, Subscription Management

        I recently wrote about the need for enterprises to harness events to process and act upon data at the speed of business. The core technologiesthat enable enterprises to process and analyze data in real time have been in existence for many years and are widely adopted. However, streaming and events technologies are also commonly seen as a niche requirement, separate from an enterprise’s primary focus on batch processing of data at rest. One of the reasons for this is an entrenched reliance on...

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        Topics: Streaming Data Events, Analytics and Data

        Databricks recently announced its Series J funding round, successfully raising $10 billion at a valuation of $62 billion. Led by Thrive Capital alongside high-profile investors such as Andreessen Horowitz and Insight Partners, the company intends to invest this capital towards new artificial intelligence (AI) products, acquisitions and significant expansion of its international operations. In the announcement, Databricks reported that it expects to achieve an annual revenue run rate of $3...

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        Topics: Analytics, AI, Analytics and Data

        Metadata management has played a role in data governance and analytics for many years. It wasn’t until the emergence of the data catalog as a product category just over a decade ago that enterprises had a platform for metadata-driven data management that could span multiple departments and use cases across an entire enterprise.

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        Topics: Analytics and Data

        Enterprises have been investing in software to manage their environmental, social and governance (ESG) objectives and compliance requirements. The need to account for these considerations in parallel with financial accounting began growing early in the century and accelerated as governments and regulatory authorities began to require companies to measure and document activities and outcomes. Meanwhile, software providers have been offering products to address the needs of those subject to these...

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        Topics: Office of Finance, ERP and Continuous Accounting

        The degree to which data platforms are critical to efficient business operations cannot be overstated. Without data platforms, enterprises would be reliant on a combination of paper records, time-consuming manual processes and huge libraries of physical files to record, process and store business information. The extent to which that is unthinkable highlights the level at which today’s enterprises and society as a whole rely on data platforms. The core persistence, management, processing and...

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        Topics: Analytics, Analytics and Data

        ISG Software Research coined the term intercompany financial management to define a discipline for structuring and handling transactions within an enterprise and between its legal entities. IFM is designed to maximize staff efficiency and accounting accuracy while optimizing tax exposure, minimizing tax leakage and ensuring consistent tax and regulatory compliance. Technology has advanced to a point where this approach is feasible and cost-effective. For that reason, ISG Software Research...

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        Topics: Office of Finance, ERP and Continuous Accounting, Intercompany Financial Management

        Despite all the interest in artificial intelligence (AI) and generative AI (GenAI), ISG’s Buyers Guide for Data Platforms serves as a reminder of the ongoing importance of product experience functionality to address adaptability, manageability, reliability and usability. While new and emerging capabilities might catch the eye, features that address data platform security, performance and availability remain some of the most significant deal-breakers when enterprises are considering potential...

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        Topics: AI, Analytics and Data

        I recently completed the latest edition of our Business Planning Buyers Guide, which reviews and assesses the offerings of 14 providers of this software. One of the points that I look at is whether and to what extent the software provider offers out-of-the-box external data useful for forecasting, planning, analysis and evaluation. What I discovered is that the availability of this type of vital information is exceedingly slim.

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        Topics: Office of Finance, Analytics, Business Planning, AI and Machine Learning

        Too often, enterprises find that data is distributed across multiple silos on-premises and in the cloud. More than two-thirds of participants in ISG’s Market Lens Cloud Study are using a hybrid architecture involving both on-premises and cloud infrastructure for analytics and artificial intelligence deployments. Unifying data to achieve operational and analytic objectives requires complex data integration and management processes. Fulfilling these processes requires a smorgasbord of tools aimed...

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        Topics: AI, Analytics and Data

        Technology should be viewed as an enabler of program success for diversity, equity, inclusion and belonging, providing extended support that enables teams to expand their reach and ability to execute more complex business processes. AI-powered recruiting platforms, for example, help remove bias from the hiring process by analyzing job descriptions and identifying language that may unintentionally deter diverse candidates. Tools that utilize algorithms to parse and review resumes can prioritize...

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management, employee experience

        The breadth of customer experience (CX) solutions created by software providers in recent years has expanded into new areas, usually related or adjacent to existing, more traditional toolkits. Most providers in the space began as more-or-less pure play contact center software providers, so the CX toolset starts with that set of technologies. Products are grounded in core functions for service delivery, like interaction handling, labor management and customer tracking. Some software providers...

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        Topics: Customer Experience, Contact Center

        When considered at all, unintended consequences are expected to be negative. As enterprises and institutions rush to adopt artificial intelligence and generative AI, the focus is on the potentially unforeseenand unforecastableunfavorable outcomes. However, one very likely positive impact of AI investments in business computing is the near-effortless availability of consistently reliable data for whatever task is at hand. This is coming about because of the need to have large, relevant data...

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        Topics: Office of Finance, Analytics, Business Planning

        The subscription and recurring revenue business models became a significant part of the economy this century with the advent of streaming services for entertainment and software as a service. They have grown in popularity because they enhance customer lifetime value by evolving what had previously been a one-time-sale relationship into a delivery of ongoing services, which can create a more loyal customer relationship as well as provide a regular, more predictable revenue stream.

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        Topics: Office of Finance, ERP and Continuous Accounting

        Field service is an often-overlooked area of the service equation, in part because managing its operations involves tools and activities outside of normal contact center models. Field service has a communications component, which is partly handled by contact centers. However, the bulk of field service management activity has to do with organizing the work of technicians and dispatchers. It also requires constant attention to informational resources about products, assets, locations, real-time...

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        Topics: Customer Experience, Contact Center, Augmented Reality

        The evolution from basic task automation platforms to advanced task orchestration and management marks a milestone in the journey toward Intelligent Automation. Task automation platforms initially enabled enterprises to automate repetitive tasks, freeing valuable human resources for more strategic activities. However, as the need for seamless coordination of multiple automated tasks becomes increasingly apparent, enterprises are transitioning toward orchestration approaches that enhance...

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        Topics: Digital Technology, RPA

        I previously explained that data observability software has become a critical component of data-driven decision-making. Data observability addresses one of the most significant impediments to generating value from data by providing an environment for monitoring the quality and reliability of data on a continual basis. Maintaining quality and trust is a perennial data management challenge, the importance of which has come into sharper focus in recent years thanks to the rise of artificial...

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        Topics: AI, data operations, Analytics and Data

        I recently attended Infor’s Velocity Summit, designed to showcase the latest versions of its CloudSuite ERP software. Also center stage were Infor’s advances in artificial intelligence and process mining as well as its environmental, social and governance application and supply chain optimization enhancements.

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        Topics: Office of Finance, ERP and Continuous Accounting, natural language processing, AI and Machine Learning, Continuous Supply Chain & ERP

        Software providers have identified “openness” as a key consideration for contact center buyers. Since there is no generally accepted rule about what makes a system open, it makes sense for us to examine what components contribute to that quality, and why it should be thought of as a good thing.

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        Topics: Customer Experience, Contact Center

        The adoption of cloud environments for analytic workloads has been a key feature of the data platforms sector in recent years. For two-thirds (66%) of participants in ISG’s Data Lake Dynamic Insights Research, the primary data platform used for analytics is cloud based. Many enterprises adopted cloud-based analytic data platforms with a view to improving operational efficiencies by reducing the need for upfront investment in physical infrastructure as well as the ability to scale cloud services...

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        Topics: data operations, Analytics and Data

        Artificial Intelligence and generative AI are beginning to change how enterprises do many things, especially planning and budgeting. This technology has the potential to significantly redefine the mission of the financial planning and analysis group. It will do so by substantially reducing the time spent on the purely mechanical aspects of day-to-day tasks. AI is also making it easier for executives and managers to rapidly forecast, plan and analyze to promote deeper situational awareness and...

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        Topics: Office of Finance, Analytics, Business Planning, Workforce Management, AI and Machine Learning

        For many years, HR teams encountered an endless stream of buzzwords often intended to garner excitement about new technological developments or further evolution of the HR profession. Unfortunately, this often leads us down unproductive paths in the attempt to be part of the conversation. Often, executives and senior leaders will express a requirement to include the latest buzzwords in any software RFPs as a minimum for participation. HR teams find themselves in a position of compliance but...

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management, employee experience

        The structures that govern enterprise security teams are under scrutiny. A recent report from a government watchdog group has taken issue with Microsoft’s cybersecurity strategies in the wake of its Exchange Server attacks, prompting the enterprise software giant to re-evaluate its reporting structures. The implications of this shift extend beyond Microsoft itself, with cybersecurity becoming a leading challenge for companies from every industry as cyber and ransomware attacks have grown in...

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        Topics: Digital Technology, Cybersecurity, CISO

        Verint is operating in quite a different marketplace for contact center and agent management technology than existed five years ago. We have seen tremendous innovation and expansion of the available technologies for running centers and optimizing the performance of the human labor pool, as well as an explosion of tools built to automate customer interactions.

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        Topics: Customer Experience, Contact Center, agent management

        Agents are all the rageand for a good reason. They are a way to automate work almost effortlessly so that repetitive and boring tasks get done with the least amount of effort on the part of the operator. In business, agents can be a boon for customer satisfaction and a way to improve worker productivity. They are alluring, with an almost unlimited number of potential use cases.

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, natural language processing, AI and Machine Learning, Digital Applications, Order-to-Cash

        I previously wrote about the importance of open table formats to the evolution of data lakes into data lakehouses. The concept of the data lake was initially proposed as a single environment where data could be combined from multiple sources to be stored and processed to enable analysis by multiple users for multiple purposes.

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        Topics: Streaming Data Events, Analytics and Data

        Generative AI (GenAI) software can transform various aspects of enterprise operations, which makes it a critical component of modern business strategies. GenAI tools can automate repetitive tasks such as data entry, report generation and customer interactions. GenAI can improve overall operational efficiency, resulting in time and cost savings for the organization. Another benefit from GenAI software is the ability to analyze vast amounts of data and extract actionable insights, enhancing...

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        Topics: Playbook, Digital Technology, employee experience

        Oracle announced significant updates to its Fusion Cloud Supply Chain & Manufacturing (SCM) software at the recently held Oracle Cloud World. The application suite includes procurement, inventory management, warehouse management, order management and transportation management. SCM tasks are mostly small-scale and repetitive, yet the processes they support are far from simple. They involve the intricate choreography of often complex activities that require the accurate communication and...

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        Topics: Product Information Management, Operations & Supply Chain, AI, continuous supply chain, Continuous Supply Chain & ERP, Digital Applications

        With a flood of artificial intelligence-related tools now available for contact center buyers, it can be helpful to take a step back and review where buyers can expect a quick return on investment and maximum improvement in efficiency and productivity. For now, it appears that there are three broad buckets into which contact center-focused AI applications are clustered. They all relate to agent behavior and activity, including:

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        Topics: Voice of the Customer, Contact Center

        Although the terms data fabric and data mesh are often used interchangeably, I previously explained that they are distinct but complementary. Data fabric refers to technology products that can be used to integrate, manage and govern data across distributed environments, supporting the cultural and organizational data ownership and access goals of data mesh. Data fabric and data mesh are also both related to logical data management, which is the approach of providing virtualized access to data...

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        Topics: Analytics and Data

        In a previous role I was actively involved with identifying and implementing dashboards and reports tracking key sales department metrics and KPIs for enterprise-size customers as well as high-tech growth companies. These included recognizable examples such as opportunity conversion rate, average deal size and sales velocity (length of time to close, won or lost). Wind the clock forward and in my role as an industry analyst I now talk to customers and have a wider view of the market.

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        Topics: Office of Revenue

        Sprinklr’s analyst day in September was an opportunity for the company to dive deeply into its progress in pivoting its product offerings to align with a broader perception of the market for contact centers and adjacent customer-related applications.

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        Topics: Customer Experience, Contact Center, agent management

        As I noted in the 2024 Buyers Guide for Operational Data Platforms, intelligent applications powered by artificial intelligence have impacted the requirements for operational data platforms. These applications, infused with contextually relevant recommendations, predictions and forecasting, are driven by machine learning and generative AI.

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        Topics: Analytics and Data

        Artificial intelligence-enabled business applications have advanced considerably over the past year as software providers have added a steady stream of capabilities. This includes customer facing, financial, supply chain and workforce software. ISG Research asserts that by 2027, almost all providers of business applications will use some form of generative AI to enhance capabilities and functionality to remain competitive.

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting

        In today's rapidly evolving technological landscape, artificial intelligence (AI) governance has emerged as a critical ingredient for successful AI deployments. It helps build trust in the results of AI models, it helps ensure compliance with regulations and it is necessary to meet internal governance requirements. Effective AI governance must encompass various dimensions, including data privacy, model drift, hallucinations, toxicity and perhaps most importantly, bias. Unfortunately, we expect...

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        Topics: AI, Analytics and Data, AI and Machine Learning

        As I recently noted, the term “data intelligence” has been used by multiple providers across analytics and data for several years and is becoming more widespread as software providers respond to the need to provide enterprises with a holistic view of data production and consumption. I assert that through 2027, three-quarters of enterprises will be engaged in data intelligence initiatives to increase trust in their data by leveraging metadata to understand how, when and where data is used in...

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        Topics: Analytics and Data

        I previously wrote about data mesh as a cultural and organizational approach to distributed data processing. Data mesh has four key principles—domain-oriented ownership, data as a product, self-serve data infrastructure and federated governance—each of which is being widely adopted. I assert that by 2027, more than 6 in 10 enterprises will adopt technologies to facilitate the delivery of data as a product as they adapt their cultural and organizational approaches to data ownership in the...

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        Topics: data operations, Analytics and Data

        As I’ve written recently, artificial intelligence governance is a concern for many enterprises. In our recent ISG Market Lens study on generative AI, 39% of participants cited data privacy and security among the biggest inhibitors to adopting AI. Nearly a third (32%) identified performance and quality (e.g., erroneous results), and an equal amount (32%) mentioned legal risk.

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        Topics: AI, Analytics and Data, AI and Machine Learning

        As I explained in our recent Buyers Guide for Data Platforms, the popularization of generative artificial intelligence (GenAI) has had a significant impact on the requirements for data platforms in the last 18 months. While there is an ongoing need for data platforms to support data warehousing workloads involving analytic reports and dashboards, there is increasing demand for analytic data platform providers to add dedicated functionality for data engineering, including the development,...

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        Topics: Analytics, natural language processing, AI and Machine Learning

        The topic of skills is not new to the world of talent management or development, making many appearances in the talent conversation over the years. Recently, it has been a permanent fixture in the discussion, focusing on the total integration of skills across all aspects of the employee experience. The term “skills economy” describes the evolution of how value is assigned in the workplace and employment, emphasizing the importance of individual skills over traditional job credentials.

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        Topics: Human Capital Management, Learning Management, Talent Management, Workforce Management, Payroll Management, Total Compensation Management, employee experience

        It is unfortunate that business-focused digital communications are sold under three different headings: Contact Center as a Service (CCaaS), Unified Communication as a Service (UCaaS) and Communication Platform as a Service (CPaaS). (And that just counts the cloud options—let us acknowledge the huge, continuing, installed base on premises.) These are terrible ways to describe complex, varied and overlapping offerings. What distinguishes them are:

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        Topics: Customer Engagement, Customer Experience, Contact Center, Digital Communications, CCaaS, CPaaS

        The final of the men’s 100 meters at the Paris Olympics this summer was a reminder that being successful requires not just being fast but performing at the right time. Being fast is obviously a prerequisite for participating in an Olympic 100-meter final, and all the competitors finished the race in under 10 seconds, with just 0.12 seconds separating the first man from the last. While all the athletes were fast, what separated the winner of the gold medal—USA’s Noah Lyles—was execution. He was ...

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        Topics: Streaming Data Events, Analytics and Data

        Prophix launched its Prophix One platform earlier this year. CFOs of midsize enterprises should take a look at it because it supports a more effective approach to finance and accounting operations in growing companies. It facilitates the transition of organizations that can no longer make do with work-arounds of existing systems to those with formal, controlled core processes that can be completed faster with reduced risk. The platform performs financial consolidation, account reconciliation...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, AI and Machine Learning

        Sage recently held an analyst summit to take a deeper dive into its product and technology roadmap, complementing sessions it held at its 2024 user group conference that I commented on earlier this year. ERP systems have been central to the operational and financial management of enterprises since they first appeared in the 1990s. They are so familiar that they have become part of the background and only noticeable when something fails. We are now in a major transition to a new era of...

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        Topics: Office of Finance, ERP and Continuous Accounting

        Enterprises face a bewildering level of choice in relation to data platforms, as evidenced by the number of software providers and products assessed in our recent Data Platforms Buyers Guide. There are numerous data platform providers and products to choose from, but also a diverse array of functional and architectural options. Is the workload primarily operational or analytic? Will it be deployed on-premises or in the cloud? Should it be distributed or centralized? Data warehouse or data...

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        Topics: Analytics and Data, AI and Machine Learning

        The latest ISG Buyers Guide for Cloud Computing Platforms uncovers the market evolution of regional and global cloud providers. Buyers Guides for Public Cloud Platforms, Private Cloud Platforms and Hybrid Cloud Platforms are part of the recent software provider evaluations. ISG Software Research defines Cloud Platforms as a software service for organizations to access virtualized IT resources via the internet on a pay-per-use basis. These resources include servers, data processing power, data...

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        Topics: Cloud Computing, Digital Technology, natural language processing, ITOps, Accessibility, Hybrid Cloud Platforms

        ERP systems have been the central nervous system of enterprises for more than three decades, handling business-critical process management and recordkeeping. While their basic outlines are unchanged, today’s systems are far more capable in their functional depth, adaptability, usability and manageability. Especially for cloud-based systems, they are far easier to maintain. Decades of refinement and focused development to support specific industries, and even specialized categories within these...

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        Topics: Office of Finance, ERP and Continuous Accounting, Order-to-Cash

        OneStream offers a platform designed to serve the needs of accounting and financial planning and analysis (FP&A) organizations. The software handles financial close and consolidation, planning and budgeting, analysis and reporting. OneStream recently held its annual user conference, Splash, in Las Vegas. In attending this meeting, my focus was on progress the company has made in the areas of predictive artificial intelligence (AI) and generative AI (GenAI) over the past year, since the...

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        Topics: Performance Management, Office of Finance, Business Planning, ERP and Continuous Accounting, AI and Machine Learning, Digital Applications

        I have written on multiple occasions about the increasing proportion of enterprises embracing the processing of streaming data and events alongside traditional batch-based data processing. I assert that, by 2026, more than three-quarters of enterprises’ standard information architectures will include streaming data and event processing, allowing enterprises to be more responsive and provide better customer experiences.

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        Topics: Streaming Data Events, Analytics and Data, AI and Machine Learning
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