Analyst Perspectives

The stakes have never been higher for suppliers of interactive business intelligence. Our benchmark research on business analytics finds that businesses overwhelmingly (89% of participants) want simpler analytics and metrics, and usability (57%) and functionality (47%) are the two most important evaluation criteria according to our Value Index vendor and product assessment methodology. In addition our business analytics research, 38 percent said that accessing analytics and metrics via mobile...

I attended the annual MicroStrategy World in Miami to check on the progress this company known for business intelligence (BI) software has made in expanding into a mobile platform and tools company that also announced a new version of its products. While MicroStrategy’s efforts in mobile BI and cloud computing are ahead of its competitors in the BI industry, they’re not its only expansion points for enterprise software.

We recently published the results of our benchmark research on Big Data to complement the previously published benchmark research on Hadoop and Information Management. Ventana Research undertook this research to acquire real-world information about levels of maturity, trends and best practices in organizations’ use of large-scale data management systems now commonly called Big Data. The results are illuminating.

One of the major issues IT executives face is how to charge their departmental costs back to each part of the business according to their usage. It’s a touchy issue that can be the source of end-user disenchantment with the performance and contribution of the IT organization. Ultimately, charge-back friction can hobble IT’s ability to make necessary investments in new capabilities and become the primary cause of misallocated IT spending. The two risks are related: Unless an IT department can...

I recently had a briefing from Vertex on its tax data warehouse (TDW), a key component of its tax technology platform Vertex Enterprise. The TDW concept has been around for decades, but the earliest versions were custom-built and hampered by the technology limitations of their day. This made them expensive to deploy and maintain and constrained their ability to adapt to changing corporate requirements. The basic idea behind a TDW is straightforward: a data store that makes all tax data readily...

I recently received an update from ERP software vendor Epicor, my first since it was acquired in May 2011 by Apax Partners, a private equity company, and simultaneously merged with Activant, an ERP and point-of-sale software company serving midsize retailers and distributors. In my view, taking the company private is a good idea since it will have to make ongoing investments that would not have been treated kindly by the stock market. Bringing Epicor and Activant together (and perhaps adding...

I recently met with Infor’s management team, led by CEO Charles Phillips. Phillips joined Infor in October 2010 after leaving Oracle, taking several other executives with him, including Duncan Angove, now president of Infor, and Pam Murphy, now the COO. In addition to the changes in the executive suite, Soma Somasundaram, who had been at Infor and its predecessor companies since 1995, became EVP in charge of R&D. A private company, Infor had been keeping a low profile for the past several...

Risk has always been an integral part of business, but as I’ve noted, companies deal with risk with varying degrees of effectiveness. A complex, ongoing process, operational risk management identifies risks to support successful operations of an organization, estimates the monetary and other measurable impacts if a risk event occurs, establishes methods for mitigating the severity of impacts should they occur, continuously measures the probability of a risk occurring within a relevant period of...

My colleague Mark Smith and I recently chatted with executives of Tidemark, a company in the early stages of providing business analytics for decision-makers. It has a roster of experienced executive talent and solid financial backing. There’s a strategic link with Workday that reflects a common background at the operational and investor levels. As it gets rolling, Tidemark is targeting large and very companies as customers for its cloud-based system for analyzing data. It can automate alerts...

While we will wait until January to publish our recommendations for the new year, we can digest the lessons learned in 2011 within the technology markets and with Ventana Research right now. That’s appropriate, since we at Ventana Research are committed to helping you with solid information and education. We help thousands of organizations make a better, faster, safer, smarter and more cost-effective environment for leveraging technology to its fullest extent. Our benchmark research worldwide...

Management decision-making typically involves a three-step process of inform, analyze and act. In the earliest days of what came to be known as business intelligence, developers created decision support systems that provided information and analytics to help executives and high-level managers choose the best course of action. Working with numbers rather than gut instinct still is viewed as a best practice. After all, a pilot who doesn’t trust his or her instruments is heading for an accident.

Rather than make predictions for 2012, which are everywhere right now, I want to look back at some of the surprising events of 2011. I think it’s worth considering what happened that wasn’t expected and what these things might tell us about the information technology market. Here, in no particular order, are the most important ones I see.

Salesforce.com made a surprising announcement of its agreement to acquire Rypple, a software company that defines its product as a social goals application. I call this a surprise because although Salesforce has been extending its reach beyond sales and customer service to IT in providing a platform, tools and a database for building applications and storing data in the cloud, until now it has not entered directly into other lines of business. After its annual Dreamforce conference last summer, 

At its annual Influencer’s Summit in Boston, SAP offered multiple perspectives on where the company’s strategy and products are heading. Overall, I was struck by the essential similarities to its message on its strategic direction a decade ago. The overarching objective in its roadmap now, as then, is to have information technology increasingly adapt to the needs of individual users and how they choose to execute established/repetitive or ad-hoc processes, rather than forcing them to adapt to...

I attended the annual SAP Influencer Summit (Twitter #SAPSummit), at which executives from SAP meet with analysts and customers from around the world to discuss the company’s direction. Pointing out that in 2012 SAP will reach its 40th anniversary of operations, chief communications officer Hubertus Kulpus and chief marketing officer Jonathan Becher kicked off the summit, then passed the microphones to co-CEO Jim Hagemann-Snabe and CTO Vishal Sikka for overviews of the business and technology...

Collaborative and mobile technologies continue to influence business intelligence (BI) software products. The recent release of Yellowfin 6 embraces these innovations in a visually appealing, end-user-oriented BI product. Yellowfin is an independent BI software vendor based in Australia that was recently recognized, along with its customer Macquarie University, as a Ventana Leadership Award winner for the use of location–based aspects of its technology for effective planning and student...

ERP systems not only collect information about transactions, they also automate processes. The latter includes managing the handoffs between roles and enabling electronic document creation and management associated with that. Indeed, it was the promise of improving process management and process execution that spurred companies to adopt ERP in the 1990s.

NICE Systems last week announced an agreement to acquire Merced Systems, a provider of business applications for customer service and sales organizations. This acquisition slipped by with little fanfare, but it marks a significant milestone for NICE, a major provider of applications and technology for call centers and a player in their evolution into multichannel contact centers. Building on a good 2010, as my colleague Richard Snow noted, NICE expects to reach almost $800 million of revenue in...

I thought of writing a note on this topic when multinational corporations started to withdraw their deposits from eurozone banks, but the pessimism that event engendered was short-lived. Now, as the monetary crisis deepens in Europe, it’s perhaps time to ask what your company would do if parts of its financial system implodes. You may think that your company will not be affected because it doesn’t do business with the eurozone. Or you may believe that it’s unlikely to happen and therefore not...

In a move to invigorate adoption of its cloud computing and talent management applications, SAP has announced its intent to acquire SuccessFactors – a deal valued at US$3.4 billion . SAP’s years of development and business efforts have produced only mediocre results in customer growth and revenue in cloud computing for human capital management comparably to its expectations and others in the market. In a teleconference SAP and SuccessFactors executives hyped the potential of the combined...

Doing one’s homework is vital in buying business software. However, unless you’re replacing a relatively simple application, it’s hard to know exactly what to evaluate. Indeed, if people in a company given this task don’t have experience in using a specific type of business application or don’t understand how new or improved functionality will help execute business processes better, they may do a poor job of assessing the available alternatives. Third-party consultants may be helpful, but their...

I believe that one of the more important analytical applications that a company can implement is profitability management. IBM Cognos offers Profitability Modeling and Optimization as part of its Cognos 10 offering that my colleague has assessed. As I’ve noted, most people in a corporation are focused on profitability, but not necessarily in a way that optimizes results across the organization in a day-to-day, consistent fashion. Those responsible for each component piece that contributes to...

Tibco recently introduced Spotfire 4.0, the most recent version of its interactive discovery and business intelligence (BI) tool. Spotfire comes at BI through visualization. It uses in-memory processing and good user interface design to develop highly interactive displays of data. Version 4.0 attempts to enhance Spotfire’s dashboard capabilities and offers integration with enterprise collaboration tools. The former capabilities are necessary to broaden Spotfire’s appeal and applicability for...

Right after I posted my blog about the dearth of useful content for the line-of-business and finance audience at this year’s Oracle Open World, I attended a truly useful session. (Of course, it had been shunted to the next-to-last time slot on the final day of the event.) It was a case study presented by AT&T’s tax group, discussing its use of Oracle Hyperion Financial Management to manage the corporation’s tax data.

Risk has always been an integral part of business, but dealing effectively with risk is a progression. Indeed, history shows businesses adapting and coping better with risk through innovation. The importance of using information technology to manage risk is growing because today’s systems can automatically measure and analyze a much broader set of risk factors than individuals can, and do so more reliably. But a key challenge companies face in implementing enterprise risk management is...

Cloudera’s recent Hadoop World 2011 event confirmed that the world of big data is getting even bigger. As I wrote of last year’s event, Hadoop, the open source large-scale data processing technology, has gone mainstream. And while 75% of the audience attended this year for the first time and so may not have realized the breadth of Hadoop’s acceptance, statistics announced in the opening keynote show widespread use of it. Mike Olson, Cloudera CEO, reported that the event was sold out, with 1,400...

At its 2011 KronosWorks annual user conference, the workforce management application provider advanced its agenda with the introduction of new applications to further its global presence. From my visit, and from looking back at my analysis of its 2010conference, it seems the company’s focus is to simplify management of an hourly workforce.

I just attended the first-ever analyst summit (Twitter #SumAS11) of SumTotal Systems to learn more about the company’s people and products since my in-depth analysis from earlier in the year. This key player in the business applications market offers a portfolio of applications in HRMS, workforce management and talent management, pieced together over several years with financing from its owner, Vista Equity Partners. This has been a busy year, asSumTotal acquired GeoLearning, Accero and...

As Workday continues to expand and the likelihood of its IPO becomes a more frequent topic of discussion, so does the movement of ERP systems to the cloud. Thus far, only a minority of companies have chosen to put their ERP and accounting systems in the cloud, but the numbers are growing and there’s evidence of success. NetSuite, for example, reported a 26 percent increase in its revenues to $145 million in the nine months up to Sept. 30, 2011. To be sure, this is not close to Salesforce.com’s...

At first thought, it seems as if having a mountain of cash to manage is a problem most companies would like to have, but it’s a real problem nevertheless. To be sure, the large majority of companies are able to deal with their cash and short-term and longer-term monetary investments because the amounts are small enough to be manageable. Indeed, many companies, especially smaller ones, face the opposite problem and spend more time focused on their uncertain funding requirements. Still, over the...

IBM’s Information on Demand (IOD) event showcased its products for both information management and business intelligence. I’ve covered the information management aspects of IOD in a separate post. In this post I’ll look at the business intelligence aspects. Earlier this year IBM made predictive analytics a major focus of its Business Analytics analyst summit, an event that often foreshadows the IOD messages. In addition to predictive analytics, IBM emphasized both large-scale “big” data and a...

IBM made more than two dozen announcements in conjunction with its recent Information on Demand (IOD) event. In this post I’ll address the impact of IOD from an information management perspective and in a separate post shortly from an analytics perspective. Trying to organize the mass of information IBM brought forth at IOD 2011, I group the announcements into three general categories of enhancements and extensions to InfoSphere, big data (which is technically part of InfoSphere) and databases.

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.

Informatica recently introduced HParser, an expansion of its capabilities for working with Hadoop data sources. Beginning with Version 9.1, introduced earlier this year, Informatica’s flagship product has been able to access data stored in HDFS as either a source or a target for information management processes. However, it could not manipulate or transform the data within the Hadoop environment. With this announcement, Informatica starts to bring its data transformation capabilities to Hadoop.

As Workday held its annual Workday Rising conference this week, it’s a good time to note the accomplishments of the company and to provide a fair and balanced coverage that has yet to be spoken by my industry peers for some reason. Co-founder and co-CEO David Duffield, who founded PeopleSoft, champions a set of core values in its culture and leads a workforce that has built a new generation of ERP applications for deployment in the cloud computing environment. The suite brings together human...

As its name suggests, demand-based pricing is a method that uses the buyer’s demand, based on an estimate of a good’s or service’s perceived value to the buyer, as the central element in setting price. Pricing strategies are most important because they can have a disproportionate impact (positive and negative) on a company’s bottom line. Managing prices has always been an activity of keen interest, but it has become even more so over the past decade as a result of the constrained pricing...

QlikTech recently introduced QlikView 11, the latest version of its business intelligence (BI) software, which emphasizes new collaboration features as well as enhancements to its user interface. In an about-face, though, in its approach to mobile access, the company has moved away from its native iPad application to a browser-based app using HTML5 technology.

I had a chance to review the results of an interesting new global study of chief marketing officers (CMOs) by IBM, and I want to comment on some of its findings. Adding to the pressures facing the CMO today are new challenges in brand promotion and the growing impact of consumer sentiment expressed in several channels, including social media. The research found these to be the top two concerns in marketing and that 65 percent of organizations are not prepared to deal with them. My...

I recently attended Kinaxis’ users’ group meeting and learned some interesting things. The company, which has been around since 1995, provides software for large corporations with complex supply chains. Over the past decade its product has evolved well past its roots as a material requirements planning (MRP) support tool. It is now an analytics suite that facilitates supply and demand planning, analysis and optimization with a focus on sales and operations planning (S&OP). This is a discipline...

Fulfilling its intention to make it easier to access and use analytics and business intelligence, IBM released its Cognos Mobile application natively for the Apple iPad. Of course IBM is not the first to release a native application for the tablet, and many might say that it is late in doing so, but in reality the market for dedicated applications on tablets is just heating up. The adoption rate of the iPad as the tablet of choice for business continues to grow, and while statistics are not yet...

In today’s economy, all companies are contending with a dynamic business environment characterized by volatile commodity prices and exchange rates, a shaky global financial system and slow growth in many countries. Many of them rely heavily on desktop spreadsheets to support the data collection and analysis related to their capital-asset planning. However, spreadsheets have inherent limitations that make them the wrong choice.

In a move that may indicate the beginning of a new wave of activity in the business intelligence (BI) market, Oracle has announced its intention to acquire Endeca. Founded in 1999, Endeca originally focused on search capabilities for online commerce. Users selected a product attribute, and the software automatically revised the remaining selection criteria based on products matching the previous selection. We have been covering Endeca as part of the BI and information applications marketing....

Attendees at the SuccessFactors Insights conference and those of us on Twitter socializing with the Insights11 hashtag in San Diego this week was designed for Plateau customers who came to the final conference that was scheduled prior to its acquisition by SuccessFactors. The conference provided educational and customer content in an agenda focused on developments in the previous Plateau learning management system (LMS) and new products that SuccessFactors is integrating with it. SuccessFactors...

A vendor I have been tracking and got to examine at the recent HR Technology Conference has a tool to help businesses improve their talent management that I had profiled this company in my talent management guide for the event. HireVue’s Digital Interview Platform records interviews and enables hiring managers to review candidates’ responses to critical questions.

Teradata recently held its Partners User Group meeting (Twitter hashtag #TDPUG11) in San Diego. Analysts were briefed previously on some of the announcements, which I covered in an earlier post.

Oracle made several announcements at its recent Open World event demonstrates its strengths in the business computing market but also that it is standing on the shoulders of giants. The company has developed the expertise, processes and market share to scale out the ideas and innovations of others. Don’t get me wrong: That statement is not an indictment. Large organizations often have challenges with innovation. They are not as nimble as their smaller competitors. On the other hand, small...

I hadn’t thought about the exact definition of “driver-based planning” until the question came up in the context of our planning benchmark research showing that only 6% of companies with more than 100 employees do driver-based planning. Broadly defined, the term could be applied to the use of any spreadsheet-planning model because these almost always have built-in volume-times-price formulas, which are components of driver-based plans. However, this is not what most people have in mind when...

My colleague Mark Smith and I have frequently commented on the artificiality of the emerging software category governance, risk and compliance (GRC). To be sure, once stand-alone categories of software (IT governance, audit documentation and industry-specific compliance management, to name three examples) have started what I expect to be a long convergence process. Moreover, since just about all controls and risk management efforts require a secure IT environment to be effective, there is a...

In the last year some software vendors have been developing a new generation of workforce analytics that leaves pie and bar charts behind in their dashboards and reports in favor of a more intuitive approach. One such company, Visier,is now demonstrating such a fresh approach, which exemplifies what business analytics in general and especially those used to optimize and understand the workforce should look like. I spent time at the HR Technology Conference and Expo in Las Vegas this week...

About 30 years ago, perhaps on this very day, I was sitting in front of an Apple II working on a VisiCalc spreadsheet. At the time, I don’t think I even knew who Steve Jobs was. I wasn’t in the software industry yet. I was working for a public accounting firm. The Apple II sat in a corner of the office “typing pool.” For those of you who don’t know what a typing pool was, there was no swimming involved – it was a group of full-time employees with dedicated equipment who did all the typing and...

Oracle unveiled its Social Network at Open World, but it seems most in the industry weren’t aware of it – or maybe Oracle does not want  them to pay much attention to it. My synopsis is that Oracle Social Network is definitely a work in progress that, even by Oracle own yardsticks of marketing and accessibility, is not ready to for enterprise use.

The assessment of a major focus of Oracle Open World by my colleague David Menninger sums up what I also see as the key strategic element of the event: the new appliance including that called Exalytics. My focus as an industry analyst is on the needs of the line-of-business user, not IT. And that’s the source of my ongoing frustration with this event: It’s not an application user’s conference, especially compared to the PeopleSoft and Hyperion annual gatherings of the past before Oracle...

I did not go to Oracle OpenWorld this year because it seemed the company was fixated on appliances and technology with little  emphasize on its Fusion applications business, which the focus on business is a major interest of our firm. Based on the reports of my colleagues on its applications discussion (See: “Apps Hard to Find at Oracle Open World“) and Oracle Exalytics (See: “Oracle Unveils BI Appliance Called Exalytics“) and my review of Oracle’s online materials and keynotes, I was right to...

I read a blog post by Ben Lamorte, VP of marketing and sales at Alight Planning who delivers business and financial planning applications, who askswhy financial reporting tools deliver no business value. This led me to think that there are more than a few ways to waste money buying software, but I want to focus on one of the most common ones: assuming that having a new application will automatically improve your business (or believing a vendor who tells you that it will).

The HR Technology Conference and Expo in Las Vegas that begins today will showcase an array of new business technology innovations for human capital management and talent management. The business technology to help human resources professionals is evolving dramatically, and this is a place for HR and workforce management professionals to find new methods that help increase productivity and optimize business outcomes. Early this year our firm defined five business technology innovations that...

The HR Technology Conference and Expo in Las Vegas that begins today will showcase an array of new applications for talent management. The array of applications and advancements to help human resources professionals is evolving dramatically, and this is a place for HR and workforce management professionals to find new methods that help increase productivity and optimize business outcomes. The five business technologyinnovations that will be vitally important in this decade for HR as well as...

The HR Technology Conference and Expo in Las Vegas that begins today will showcase an array of new applications for talent management. The array of applications and advancements to help human resources professionals is evolving dramatically, and this is a place for HR and workforce management professionals to find new methods that help increase productivity and optimize business outcomes. The five business technologyinnovations that will be vitally important in this decade for HR as well as...

Oracle kicked off its Open World 2011 conference with the announcement ofExalytics, a new data warehouse appliance specifically for business intelligence (BI). Three years ago when Oracle introduced the Exadata product line it was based on hardware from Hewlett-Packard. Since then it has acquired Sun Microsystems and replaced the HP components in Exadata, assuming complete control over the hardware and software included in the appliance. Oracle also introduced two other appliance products:...

Improving worker/manager collaboration becomes a top priority as organizations realize the impact of such collaboration on workforce productivity and profitability. One way to enhance that collaboration is to make tasks such as scheduling, time and attendance and task management accessible through smartphones and tablets. The management team at Dayforce has experience with workforce management applications and now into the next generation of collaboration and mobility. The company uses...

Retaining talent and managing financials related to compensation should be a top priority for the HR and finance functions of companies, and many of them realize this. In our recent benchmark research in total compensation management, 72 percent of participants said it’s important or very important to have a compensation system aligned to their processes. One newer provider to the market, Excentive, started in 2002 in Europe and expanded globally in 2009. Its Excentive Compensation Cockpit...

This has been the year of the cloud for MicroStrategy. After ignoring early competition from cloud-based business intelligence (BI) providers, the company has jumped on the cloud BI bandwagon. At MicroStrategy Worldearly this year it announced a program called Cloud Intelligence and this summer introduced MicroStrategy Cloud, a complete BI platform with the option of using either IBM Netezza or ParAccel as the database and Informatica as the data integration environment. Now the company has...

PivotLink introduced version 5 of its Business Intelligence (BI) product, which it delivers in the cloud computing environment and available through software as a service (SaaS) at its user conference. Demonstrating one of the unique benefits of providing it a SaaS approach, PivotLink did not require any of the attendees to request a download, get a new license file or do any type of software upgrade to receive the new version. It had already been done for them. One purpose of the conference...

Sales proposals can determine whether a deal is booked or lost. In most organizations the process of creating and delivering a proposal is manual and one-off, with many potential places for mistakes. This lack of rigor and efficiency impairs many organizations’ ability to leverage their resources. Proposal Software helps sales organizations with an application called PMAPS that addresses sales management and operations. 

Recently Karmasphere introduced version 1.5 of its Analyst product which helps organizations analyze “big data” stored in Hadoop, the open source large-scale data processing technology. An independent software vendor focused exclusively on the Hadoop market, Karmasphere made available a community edition of its developer product in September 2009 and launched the company in March 2010. Since then it has been active and visible in Hadoop-related events including Hadoop World, the IBM Big Data...

Cloud computing has changed the fundamental economics of business software, bringing new capabilities within reach of large numbers of small and midsize companies for the first time. Cloud-based ERP, for example, enables many midsize companies that in the past might have continued to use an entry-level accounting package to have more capable and sophisticated systems. The investment in software and IT capabilities to implement an ERP system on-premises is considerable enough that midsize...

A key component of workforce management software is to aid in scheduling and tracking time and attendance, streamlining interactions between managers and employees regarding these aspects of the job and promoting compliance with corporate and regulatory policies. WorkForce Software has been growing rapidly over the last decade while meeting these needs with an application suite that covers issues from leave management to case management. Its product helps businesses deal with overlapping...

To retain talent, organizations must ensure that their workforce’s compensation is comparable to that of their industry peers. As part of this effort, they should integrate compensation reviews with goal and performance reviews to ensure employees are paid their fair market value; otherwise the best talent will become a flight risk. Many organizations understand this; in our performance management for talent management benchmark research, two-thirds said they want to integrate compensation with...

I was reminded by a recent piece in InformationWeek about the need to manage the mounting cost of software more carefully that this issue never seems to become old news. I have read variations of it in IT trade publications for two decades now, reminding me of the quip attributed to Mark Twain: Everyone talks about the weather, but nobody ever seems to do anything about it. (Like many of Twain’s “quotes,” he wasn’t the author of this one either.) I believe that at the heart of this issue is a...

Alight has announced that it is partnering with Scope Systems to provide the mining industry with planning and financial reporting systems tailored for extraction companies. Scope creates ERP solutions for companies engaged in mining, drilling and natural resource exploration.

At this year’s Taleo World conference in San Francisco, more than 1,600 Taleo customers learned about the company and its suite of talent management applications. A major theme of the conference was the company’s investment in mobility and social media and the intersection of those trends with collaboration tools.

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...

The globalization of business is having a profound impact on corporate taxation worldwide, which shouldn’t surprise anyone who covers international tax laws. The impacts on corporations operating in multiple national jurisdictions (which today, especially in Europe, includes a large number of midsize companies) are both positive and negative. Positive in the sense that corporate tax rates, tax benefits, reporting and other aspects of tax regulation are subject to competitive moves by countries...

Splunk may be one of the biggest software companies you’ve never heard of. I’ve been following the seven-year-old company for over six months now and recently attended its second annual user conference. Splunk focuses on analyzing large volumes of machine-generated data in underlying applications and systems, which includes application and system logs, network traffic, sensor data, click streams and other loosely structured information sources. Many of these “big data” sources are the same...

I recently participated in a panel discussion about the rise in the use of rolling forecasts in corporate planning. I’m not surprised by this trend; I have encouraged it. Ever since the financial crisis started three years ago, I’ve been writing that companies should rethink how they plan and budget to respond to increasing business volatility. Rolling forecasts are useful because they continually extend the formal planning horizon out more than a year rather than having it stop abruptly at the...

At the Dreamforce conference, Salesforce.com (NYSE:CRM) CEO Marc Benioff unveiled the latest evolution of the company’s strategy and supporting technology for cloud computing and mobile technologies. Its aim is to enable businesses to engage with customers and prospects via social media channels – what Salesforce calls the “social enterprise” – and empower employee and customer social networks to operate individually and together. Note I did not mention CRM, which doesn’t have a role in this...

IBM’s announced pending acquisition of Algorithmics is an important addition to the company’s portfolio of business applications aimed at financial services companies, and it is thematically consistent with its other acquisitions in risk management and analytics such as IBM’s OpenPages risk management documentation that I have already assessed. It’s also a good fit for IBM’s professional services organization, which has a significant position in the financial services industry.

This year’s Dreamforce is likely include a focus on the value of moving a company’s accounting systems and related record management processes (for instance, invoicing and ordering) to the cloud. Salesforce.com’s annual conference is never short on hyperbole and promotion of everything cloud, which can be off-putting to staid finance department types (like me). And while some departments (notably Sales) have been quick to seize on the advantages of using the cloud, others (notably Finance) have...

Sales organizations strive to maximize the performance of their staffs to meet quotas and revenue targets in an efficient manner. This focus is part of my agenda to help organizations innovate and maximize revenue in sales. To achieve this requires automation of various sales activities including compensation, incentives, quota development, territory optimization, channel management, analytics and planning. Varicent is focused on these aspects of sales, offering software deployable in three...

Salesforce.com’s 2011 Dreamforce conference is under way. If you’re in sales and you use the company’s application, here’s how to gain the most value from your time at the conference. 

In addressing the needs of their sales and operations teams to automate and improve performance, many organizations turn to providers of sales applications designed for specific activities. Many of these activities, including sales compensation, incentives, commissions, quotas, territories and others, Xactly has been delivering for years. This company is no newcomer to the market, with significant experience in meeting the needs of small to midsize sales organizations, and more recently...

Looking to make your sales force more effective by automating its operations? Merced Systems can provide the traction your sales team needs. The company has been providing applications for more than a decade to customer service and more recently sales organizations, helping both measure and manage performance. Several years ago Merced Systems made a substantial investment to expand to the sales organization with new applications and now offers analytics and reporting, compensation and...

If you want to hit the booking and revenue targets required to operate a business, you have to manage your sales forecast and pipeline. Optimally you should be able to monitor and act upon them any day of the week and make adjustments whenever you need to. Unfortunately, most organizations have to wait until they finish their manual efforts at the end of the month or quarter, or they miss critical changes in deals and behavior because they rely only on reporting from their sales force...

The largest cloud computing conference, Dreamforce 2011, operated by Salesforce.com, is now upon us. This year attendance is estimated to be over 40,000, and there will be more technology- and developer-focused attendees and dialogue than marketing material. Unlike past years, I expect marketing professionals to be a small percentage of attendees, so I thought I would offer them a guide through the circus of activities at the conference.  

Qvidian entered the market for applications in sales performance management in 2011. The company, formed from the merger of The Sant Corp. and Kadient, has introduced a new suite of applications for proposals and playbooks that sales departments should examine if they’re looking to improve their efficiency and effectiveness. These applications are part of what we at Ventana Research call a sales performance management blueprint that helps optimize sales related activities and processes. 

I recently got an update on mobile applications and strategy for smartphones from ADP, the $9 billion provider of applications and services in human resources, payroll and benefits. By acquiring and partnering with organizations, ADP has become the largest provider in this segment while focusing on providing added value and new offerings to its customers. For some companies, being such a large business human capital management and talent management software could inhibit its agility, but ADP...

We cite collaboration as one of five key technology influences on the business intelligence (BI) market, and I get many questions about collaboration and BI from end users and vendors alike. The rise of social media websites such as Facebook and Twitter has raised awareness of collaborative platforms and created a critical mass of participants, which is a necessary ingredient for successful collaboration. However, I have to point out that consumer-oriented social media tools do not provide all...

In preparation for conducting a benchmark research study on predictive analytics, I’ve been speaking with vendors in this market segment to gather background. One of them is Opera Solutions, which I was not familiar with despite having worked in predictive analytics for more than 10 years. I was surprised to learn the company claims to be generating $100 million in revenue annually. Founded in 2004, Opera provides predictive analytics as a service, employing a staff of approximately 150 data...

Just when it seemed that Hewlett-Packard’s new management team led by CEO Leo Apotheker had a growing and solidifying technology agenda that included mobile computing, yesterday it all changed.

I recently attended Teradata’s Third-Party Influencers Meeting (Twitter Hashtag #TD3PI) in Las Vegas where the company updated industry analysts and consultants on upcoming product plans and the status of two product lines it added via acquisition in the past year. Randy Lea, Teradata’s VP of product management and marketing, provided a company overview recapping highlights and defining the corporate strategy building on its work in 2010 that my colleague assessed. Teradata focuses on three...

It is evident that business analytics is now a core business process in most organizations, but as our benchmark research on the topic shows, many have a lot of room to improve in how they use it. A dedicated provider of analytics tools, eThority continues to advance its technology to supply flexibility for the needs of a range of professionals from business management to analysts. 

Our recently completed benchmark research on how finance departments use analytics makes clear that while they have a distinct competence in this area and execute the basics well, a majority of companies are immature in their use of advanced finance analytics. Regardless of industry or geography, few finance departments use predictive analytics or delve into important areas such as strategic profitability management. This is of note because these undertakings are no longer difficult to pursue:...

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...

SnapLogic, a cloud-based data integration vendor, has extended its product linewith new data quality capabilities. This is worth comment because SnapLogic sits at the intersection of two recent trends in information management.

Ventana Research recently completed groundbreaking benchmark research on how finance organizations use analytics these days. Of course, analytics have been a mainstay of finance organizations since people started using accounting ratios to assess the health and performance of a business. Yet perhaps because traditional analytics are so deeply entrenched, finance departments execute the basics well but don’t take the next step to fully utilize the power of information technology to use analytics...

I had the pleasure to drop into the 63rd annual conference of the Society for Human Resource Management (SHRM) in Las Vegas where over 18,000 human resources professionals came to learn, engage with peers and also enjoy a variety of entertainment. It was the definitely the place to be if you wanted to mix Hollywood with HR. From Sir Richard Branson in Sunday’s opener to music from Keith Urban to controversial political commentator Arianna Huffington and finally actor Michael J. Fox for the...

Many companies have automated their sales and use tax processes to cut the effort required to execute them and to reduce the number of errors and their cost in dealing with a fiendishly complex set of rules and rates. This is one step in bringing tax into the mainstream of finance, which we advocate. Most people are familiar with sales tax; a “use tax” is a form of excise tax assessed on otherwise tax-free goods purchased by a resident of the assessing state regardless of where it was...

I stopped into the Yahoo Hadoop Summit (Twitter: #HadoopSummit) to see how far the open source Hadoop technology has progressed. This open source community has been advancing for years with support from Internet titans like Yahoo, eBay and Facebook. Hadoop, as my colleague David Menninger has written, is now ready to play a large role as organizations try to cope with data on a large scale and solidify their information management agenda.  

For months the speculation was rampant, and now the rumors have proven to be true. Yahoo has officially announced that it will become a player in the emerging Hadoop market. Hadoop provides distributed computing capabilities that enable organizations to process very large amounts of data quickly. Backed by Yahoo and Benchmark Capital, a new entity called Hortonworks has formed around a team from Yahoo that consists of more than 20 key architects of and contributors to the Apache Hadoop project....

This week the management of Peopleclick Authoria renamed the company PeopleFluent, reoriented its vision and launched a new suite of applications. This effort is intended to hone its focus on the intersecting aspects of talent management and respond to the increasing importance of mobility in this field. This move indicates the dynamic changes that are occurring as the software industry tries to meet the expectations of the next generation of workers and managers. PeopleFluent will rely on not...

Two software applications I follow, price and revenue optimization (PRO) and sales compensation and incentives, can be highly complementary when used together. Unfortunately, since they typically are developed and sold by different kinds of software vendors, scant attention has been paid to the value of using them in tandem. I advise companies that have adopted a PRO strategy to use an incentive management application also to support and reinforce their optimization efforts. It is also part of...