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At this year's Dreamforce more than 140,000 people gathered in San Francisco to share the excitement about the use of technology for business. Salesforce.com’s annual conference has reached megashow status, which is a mixed blessing: Dreamforce remains social in its design, but it has become impersonal due to its size. In any case Salesforce had plenty to show off. The company has continued to...

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Topics: Sales, Sales Performance, Salesforce.com, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center


At a conference of more than 3,500 users, Splunk executives showed off their company’s latest tools. Splunk makes software for discovering, monitoring and analyzing machine data, which is often considered data exhaust since it is a by-product of computing processes and applications. But machine data is essential to a smoothly running technology infrastructure that supports business process. One...

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Topics: Big Data, Operational Performance, Business Analytics, Business Intelligence, Business Performance, Cloud Computing, Customer & Contact Center, Operational Intelligence


Most HR technology practitioners and vendors attend the annual HR Technology Conference and Exposition. One of the largest industry gatherings, it provides an indicator of their levels of investment and the hottest trends. This year’s event revealed new technologies and approaches to two key human resources processes – recruitment and retention. They included predictive analytics and big data as...

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Topics: Social Media, Kronos, Peoplefluent, Recruiting, Wearable Computing, Fuel50, Operational Performance, Smart Watches, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Financial Performance, IBM, Oracle, Workforce Performance, Ceridian, HireVue, Saba, HR Tech, HR Technology Conference, Qualtrics, Tanner Labs


Finance transformation” refers to a longstanding objective: shifting the focus of CFOs and finance departments from transaction processing to more strategic, higher-value functions. Our upcoming Office of Finance benchmark research confirms that most of organizations want their finance department to take a more strategic role in management of the company: nine in 10 participants said that it’s...

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Topics: Big Data, Mobile, Performance Management, Predictive Analytics, Social Media, ERP, FP&A, Office of Finance, Reporting, Management, close, closing, computing, Controller, Tax, Analytics, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Collaboration, Financial Performance, CFO, finance, Tagetik, FPM


When applying information technology to drive better business performance, companies and the systems integrators that assist them often underestimate the importance of organizing data management around processes. For example, companies that do not execute their quote-to-cash cycle as an end-to-end process often experience a related set of issues in their sales, marketing, operations, accounting...

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Topics: Big Data, Mobile, Sales Performance, Supply Chain Performance, ERP, Office of Finance, Operations, Management, close, closing, computing, end-to-end, Operational Performance, Analytics, Business Performance, Cloud Computing, Data Management, Information Applications, Information Management, CRM, Data, finance, FPM


Qlik was an early pioneer in developing a substantial market for a visual discovery tool that enables end users to easily access and manipulate analytics and data. Its QlikView application uses an associative experience that takes an in-memory, correlation-based approach to present a simpler design and user experience for analytics than previous tools. Driven by sales of QlikView, the company’s...

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Topics: Big Data, Data Visualization, QlikView, Sales Performance, Supply Chain Performance, Tableau, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Information Applications, Data Discovery, Lumira, Qlik, Qlik Qlik Sense


Finance and accounting departments are staffed with numbers-oriented, naturally analytical people. Strong analytic skills are essential if a finance department is to deliver deep insights into performance and visibility into emerging opportunities and challenges. The conclusions of analyses enable fast, fully informed business decisions by executives and managers. Conversely, flawed analyses...

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Topics: Big Data, Mobile, Planning, Predictive Analytics, ERP, FP&A, Office of Finance, Reporting, Self-service, Budgeting, close, closing, computing, Controller, dashboard, Tax, Analytics, Business Analytics, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, CFO, Data, finance, Tagetik, Financial Performance Management, FPM, Microsoft Excel, Spreadsheets


Tableau Software introduced its latest advancements in analytics and business intelligence software along with its future plan to more than 5,000 attendees at its annual user conference in its home town of Seattle. The enthusiasm of the primarily millennial-age crowd reflected not only the success of the young company but also its aspirations. The market for what Ventana Research calls visual and...

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Topics: Big Data, Data Visualization, Sales Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Operational Intelligence, Data Discovery, Tableau Software



Like most vendors of on-premises ERP and financial management software, in moving to the cloud Oracle has focused on developing for existing and potential customers the option of multitenant software as a service (SaaS). (I’m using the term “ERP” in its most expansive sense, to include such systems employed by all types of companies for accounting and financial management rather than only systems...

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Topics: Microsoft, Mobile, SaaS, Sales, Salesforce.com, ERP, HCM, Human Capital, Office of Finance, Dynamics AX, Dynamics GP, Dynamics NAV Dynamics SL, Kenandy, PSA, Sage Software, Unit4, Operational Performance, Analytics, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, CFO, FinancialForce, HR, Infor, Workday, HANA, Plex, Professional Services Automation


FinancialForce’s 2014 summer release incorporates improvements in mobile and collaboration features and provides enhancements to the planning dimension of its professional services automation (PSA) suite. In the last couple of releases the company emphasized expansion in the functional capabilities of its ERP suite, as I noted, focusing on human capital management and professional services...

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Topics: SaaS, Sales, Sales Performance, Salesforce.com, Social Media, ERP, HCM, Human Capital, Office of Finance, Consulting, distribution, PSA, Unit4, Analytics, Business Performance, Cloud Computing, Financial Performance, FinancialForce, HR, Professional Services Automation, SCM


“What’s next?” is the perennially insistent question in information technology. One common observation about the industry holds that cycles of innovation alternate between hardware and software. New types and forms of hardware enable innovations in software that utilize the power of that hardware. These innovations create new markets, alter consumer behavior and change how work is performed....

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Topics: Mobile, Performance Management, Predictive Analytics, Sales Performance, Supply Chain Performance, ERP, Office of Finance, Reporting, Wearable Computing, Management, close, closing, computing, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Financial Performance, Workforce Performance, finance, FPM


I’ve written before about the increasing importance of having a solid technology base for a company’s tax function, and it’s important enough for me to revisit the topic. Tax departments are entrusted with a highly sensitive and essential task in their companies. Taxes usually are the second largest corporate expense, after salaries and wages. Failure to understand this liability is expensive –...

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Topics: ERP, Governance, GRC, Office of Finance, audit, finance transformation, LongView, Tax, Analytics, Business Analytics, Business Intelligence, Business Performance, Financial Performance, Information Management, Oracle, CFO, Risk & Compliance (GRC), Vertex, FPM, Innovation Awards, Thomson-Reuters multinational


It’s widely agreed that cloud computing is a major technology innovation. Many companies use cloud-based systems for specific business functions such as customer service, sales, marketing, finance and human resources. More generally, however, analytics and business intelligence (BI) have not migrated to the cloud as quickly. But now cloud-based data and analytics products are becoming more...

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Topics: Big Data, SaaS, Sales Performance, Social Media, Governance, Statistics, cloud analytics, IT Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Cloud Computing, Customer & Contact Center, Data Integration, Financial Performance, Internet of Things, Location Intelligence, Operational Intelligence, Workforce Performance, Risk & Compliance (GRC), cloud business intelligence


One of the charitable causes to which I devote time puts on an annual vintage car show. The Concours d’Élegance dates back to 17th century France, when wealthy aristocrats gathered with judges on a field to determine who had the best carriages and the most beautiful horsepower. Our event serves as the centerpiece of a broader mission to raise money for several charitable organizations. One of my...

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Topics: Planning, Sales Performance, Supply Chain Performance, Office of Finance, Reporting, Self-service, Budgeting, dashboard, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Financial Performance, Information Applications, Workforce Performance, Data, Financial Performance Management, Microsoft Excel, Spreadsheets


Our benchmark research consistently shows that business analytics is the most significant technology trend in business today and acquiring effective predictive analytics is organizations’ top priority for analytics. It enables them to look forward rather than backward and, participate organizations reported, leads to competitive advantage and operational efficiencies.

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Topics: Big Data, Predictive Analytics, Sales Performance, Statistics, IT Performance, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Customer & Contact Center, Data Integration, Financial Performance, Governance, Risk & Compliance (GRC), Information Applications, Information Management, Location Intelligence, Operational Intelligence, Workforce Performance


Like other vendors of cloud-based ERP software, NetSuite offers the key benefits of software as a service (SaaS): a smaller upfront investment, faster time to value and potentially lower operating costs. Beyond that NetSuite’s essential point of competitive differentiation from is broad functionality beyond financial management, including capabilities for customer relationship management (CRM),...

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Topics: Microsoft, Mobile, SaaS, Sales, Social Media, Customer Experience, ERP, HCM, Human Capital, Office of Finance, communications, Dynamics AX, Dynamics GP, Dynamics NAV Dynamics SL, PSA, Sage Software, UI, Unit4, Analytics, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Financial Performance, Workforce Performance, CFO, CRM, FinancialForce, HR, Infor, Social, Financial Performance Management, FPM, Plex, Professional Services Automation, Workday Collaboration


In recent years line-of-business applications including accounting, human resources, manufacturing, sales and customer service have appeared in the cloud. Cloud -based software as a service (SaaS) has replaced on-premises applications that were previously part of ERP and CRM environments. They have helped companies become more efficient but have also introduced interoperability challenges between...

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Topics: Sales Performance, Supply Chain Performance, ERP, Office of Finance, Order Management, Operational Performance, Business Analytics, Business Performance, CIO, Cloud Computing, Customer Service, Financial Performance, CFO, SFA


Mobility continues to be a hot adoption area in business intelligence, according to our research across analytics and line of business departments. Nearly three-quarters (71%) of organizations said their mobile workforce would be able to access BI capabilities in the next 12 months according to our next generation mobile business intelligence research. Roambi, a provider of mobile business...

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Topics: Mobile Business Intelligence, Sales Performance, flow, Analytics, Business Analytics, Business Intelligence, Business Performance, Cloud Computing, Customer & Contact Center, Information Applications, Roambi, box, Digital Technology


Tagetik provides financial performance management software. One particularly useful aspect of its suite is the Collaborative Disclosure Management (CDM). CDM addresses an important need in finance departments, which routinely generate highly formatted documents that combine words and numbers. Often these documents are assembled by contributors outside of the finance department; human resources,...

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Topics: Big Data, Mobile, ERP, Human Capital Management, Modeling, Office of Finance, Reporting, Budgeting, close, closing, Consolidation, Controller, Finance Financial Applications Financial Close, IFRS, XBRL, Analytics, Business Analytics, Business Intelligence, Business Performance, Financial Performance, Governance, Risk & Compliance (GRC), CFO, compliance, Data, benchmark, Financial Performance Management, financial reporting, FPM, GAAP, Integrated Business Planning, Profitability, SEC Software


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