Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

      Request a Briefing


        Analyst Perspectives

        I am happy to share some insights gleaned from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Mobile Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. Drawing on our benchmark research and expertise, we apply a structured research methodology built on evaluation categories that...

        Read More

        Topics: Mobile, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        For analytics to be effective, they need to be available to line-of-business personnel as needed in their normal course of conducting business, which today means providing rich mobile access to analytics through phones and tablets to support a mobile workforce seeking to conduct business in any location at any time. Workers today expect these mobile capabilities, which means organizations must make choices to provide analytics and BI platforms that can deliver them.

        Read More

        Topics: Mobile, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        I am happy to offer some insights on SAS drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world...

        Read More

        Topics: Data Science, SAS, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        I am happy to offer some insights on Yellowfin drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. TheVentana Research Value Index: Analytics and Business Intelligence 2019is the distillation of a year of market and product research efforts byVentana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the...

        Read More

        Topics: Data Science, Mobile Technology, business intelligence, Analytics, Cloud Computing, Collaboration, Yellowfin, Digital Technology

        I am happy to share some insight on Domo drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements.  The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world...

        Read More

        Topics: Data Science, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Domo, Digital Technology

        MicroStrategy recently held their annual user conference, MicroStrategy World 2019. This year's conference brought 2,100 customer attendees plus partners to the Phoenix Convention Center in Phoenix, AZ. The big news of the event was the introduction of MicroStrategy HyperIntelligence™, a platform tool designed to directly inject analytics into business applications.

        Read More

        Topics: MicroStrategy, embedded analytics, Analytics, Business Intelligence, Collaboration, Internet of Things, AI

        I am happy to offer some insights on SAP drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world...

        Read More

        Topics: Data Science, SAP, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        I am happy to share some insight on BOARD drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the...

        Read More

        Topics: Data Science, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology, BOARD International

        I am happy to share some insights on Infor based on our latest market Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the...

        Read More

        Topics: Data Science, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Infor, Digital Technology, Infor Birst

        I am happy to share some insights about IBM drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the...

        Read More

        Topics: Data Science, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        I am happy to offer some insights on MicroStrategy drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the...

        Read More

        Topics: Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Digital Technology

        I am happy to offer some insights on Information Builders drawn from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth...

        Read More

        Topics: Data Science, business intelligence, Mobile Intelligence, Analytics, Cloud Computing, Collaboration, Digital Technology

        I am happy to share some insights gleaned from our latest Value Index research, which provides an analytic representation of our assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Analytics and Business Intelligence 2019 is the distillation of a year of market and product research efforts by Ventana Research. Drawing on our benchmark research, we apply a structured research methodology built on evaluation categories that are designed to...

        Read More

        Topics: Data Science, business intelligence, Mobile Intelligence, Analytics, Cloud Computing, Collaboration, Digital Technology

        Ventana Research provides unique insight into the analytics and business intelligence (BI) industry. This is important, as its processes and technology play an instrumental role in enabling an organization’s business units and IT to utilize its data in both tactical and strategic ways to perform optimally. To accomplish this, organizations must provide technology that can access the data, generate and apply insights from analytics, communicate the results and support collaboration as needed.

        Read More

        Topics: Data Science, business intelligence, Mobile Intelligence, Analytics, Cloud Computing, Collaboration, Digital Technology

        I am happy to share some insight on AWS drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated AWS...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on 8x8 drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated 8x8...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on IFS-mplsystems drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on Altitude drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated ...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on Five9 drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated ...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on RingCentral drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on Content Guru drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on NewVoiceMedia drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, NewVoicemedia, Cloud Computing, Collaboration, Customer Service, Contact Center, Value Index, Workforce Optimization

        I am happy to share some insight on Serenova drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated ...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on Genesys drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated ...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on BroadSoft drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We evaluated

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on Aspect Software drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insight on NICE inContact drawn from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. We utilized a structured research methodology that includes evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal (RFP) and vendor selection process for contact centers in the cloud. We...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        I am happy to share some insights gleaned from our latest research. The Ventana Research Value Index: Contact Center in the Cloud in 2018 is the distillation of a year of market and product research efforts by Ventana Research. Drawing on our benchmark research, we utilize a structured research methodology with evaluation categories designed to reflect the breadth of the real-world criteria incorporated in a request for proposal to vendors in contact centers in the cloud. Using this...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        An intensified focus on the customer is driving the trend toward enabling omnichannel support in contact centers, our benchmark research on contact centers in the cloud has found. In my last analyst perspective I highlighted some key benefits of a contact center in the cloud. In this perspective, I want to elaborate on the finding that only about one-third (35%) of organizations participating in our benchmark research said their customers are satisfied with the way interactions are handled. Far...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        To remain competitive, organizations must deliver the best possible customer experience through all channels of engagement. One technological approach to accomplish this is to enable a contact center to handle all the channels through which customer interactions with the organization are routed and acted upon. The contact center continues to need to handle telephony, of course, as this remains a channel that carries a significant portion of interactions. But new channels continue to be added to...

        Read More

        Topics: Customer Analytics, Customer Engagement, Customer Experience, Cloud Computing, Collaboration, Customer Service, Contact Center, Workforce Optimization

        All too often, software vendors view analytics as the end rather than the beginning of a process. I’m reminded of some of the advanced math classes I’ve taken in which the teaching process focused on a few key aspects of a mathematical proof or solution, leaving the rest of the exercise to be worked out by the students. In other contexts, you may hear people say the numbers speak for themselves.

        Read More

        Topics: Data Science, Machine Learning, business intelligence, Analytics, Collaboration, Data Governance, Information Optimization, Digital Technology, collaboration for business

        Workday will acquire Adaptive Insights for $1.55 billion in cash, with the transaction scheduled to close in the third quarter of this year. The combination adds Adaptive Insight’s well-developed cloud-based financial performance management software to Workday’s workforce and financial management suite. Workday says Adaptive will operate as a standalone business and continue with its current product strategy.

        Read More

        Topics: Office of Finance, Continuous Planning, Cloud Computing, Collaboration, Financial Performance Management

        Employee engagement has been a dominant theme in both human capital management (HCM) and the systems to manage it in recent years; lately (though not necessarily appropriately) it is a topic often equated with the notion of the employee experience. On a related point, Gallup’s annual employee engagement survey has consistently found the majority of today’s workforce to be disengaged, defined as “not enthusiastic or passionate about their work.” Interest in the degree to which HCM technology can...

        Read More

        Topics: Big Data, Data Science, Human Capital Management, Machine Learning, Learning Management, Analytics, Business Intelligence, Cloud Computing, Collaboration, HRMS, Workforce Management, Digital Technology, Workforce Optimization

        We now are well beyond the year depicted in 2001: A Space Odyssey, a cinematic perspective on the future of artificial intelligence in which HAL 9000, a computer, is able to simulate human behavior and control machines. Anyone reviewing the past two years of marketing around AI in the business technology industry can be forgiven for believing that we have arrived at the futuristic state Stanley Kubrick imagined. We have not.

        Read More

        Topics: Big Data, Data Science, Mobile, Customer Analytics, Customer Engagement, Customer Experience, Machine Learning, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Customer Service, Data Governance, Data Integration, Data Preparation, Internet of Things, Contact Center, Information Optimization, Digital Technology, Machine Learning and Cognitive Computing, Cybersecurity, Billing and Recurring Revenue, Workforce Optimization, collaboration for business

        Workday recently presented a technology summit for industry analysts. The presentations focused on Workday’s ongoing product advancements as well as its approach to employing emerging technologies. These technologies include artificial intelligence (AI) and machine learning (ML), robotic process automation (RPA) and bots utilizing natural language processing. Ventana Research uses the term robotic finance to refer to these technologies when used in the office of finance. In our view, they...

        Read More

        Topics: Big Data, Data Science, Mobile, Machine Learning, Office of Finance, Continuous Planning, Cloud Computing, Collaboration, Financial Performance Management, ERP and Continuous Accounting

        We are have arrived at the May 25, 2018 date when the European Union’s General Data Privacy Regulations (GDPR) become enforceable, following what has been a two-year transition period. Companies were given this time to put in place reasonable measures and the systems necessary to support the legislation’s wide-ranging personal data privacy requirements, which apply to any organization with more than 250 employees that serves EU citizens. While this regulation will apply in the EU, it has...

        Read More

        Topics: Big Data, Data Science, Mobile, Sales, Customer Analytics, Customer Engagement, Customer Experience, Marketing, Analytics, Business Intelligence, Cloud Computing, Collaboration, Data Governance, Data Integration, Data Preparation, Internet of Things, Contact Center, Digital Technology, Digital Marketing, Digital Commerce, Cybersecurity, Billing and Recurring Revenue, collaboration for business, mobile marketing

        Advancing the potential of any business requires continuous improvement in the processes and technology that support it. Many companies have embraced attempts at a digital transformation, and it’s become a goal to which organizational resources and budgets have been dedicated around the globe.

        Read More

        Topics: Big Data, Data Science, Mobile, Sales, Customer Analytics, Customer Engagement, Customer Experience, Human Capital Management, Machine Learning, Marketing, Marketing Performance Management, Mobile Technology, Office of Finance, Wearable Computing, Analytics, Business Intelligence, Cloud Computing, Collaboration, Customer Service, Data Governance, Data Integration, Data Preparation, Internet of Things, Contact Center, Information Optimization, Product Information Management, Digital Technology, Digital Marketing, Digital Commerce, Operations & Supply Chain, Machine Learning and Cognitive Computing, Pricing and Promotion Management, Cybersecurity, Billing and Recurring Revenue, Workforce Optimization, collaboration for business, mobile marketing

        We at Ventana Research recently published our research agendas for 2018. Analytics and business intelligence are evolving and so is our research on their use across practice areas. Earlier research has shown that analytics can deliver significant value to organizations; for example, our predictive analytics research shows that 57 percent of organizations reported achieving a competitive advantage and half created new revenue opportunities with predictive analytics. Waves of investment in...

        Read More

        Topics: Machine Learning, Analytics, Business Intelligence, Collaboration, Internet of Things, IOT, Artificial intelligence, natural language processing, Natural Language Generation

        Prophix is an established provider of financial performance management (FPM) software for planning and budgeting, forecasting, analysis and reporting, and managing the financial close and consolidation process. Its eponymous software is designed specifically for midsize companies or midsize divisions of larger corporations. These organizations are a distinctive segment of the market in that they have almost all the functional requirements of large enterprises but have fewer resources to apply...

        Read More

        Topics: Planning, Office of Finance, Reporting, Budgeting, Consolidation, Continuous Planning, Analytics, Business Intelligence, Collaboration, Financial Performance Management, Integrated Business Planning, accounting close, Price and Revenue Management, Work and Resource Management, Sales Planning and Analytics

        I’m thrilled to announce to my HCM vendor and practitioner network as well as the ever-expanding Ventana Research community that I’m now directing Ventana’s HCM practice. I will be working closely with our CEO and Chief Research Officer Mark Smith, who is a fellow HCM enthusiast and thought leader.

        Read More

        Topics: Big Data, Data Science, Mobile, Human Capital Management, Machine Learning, Learning Management, Analytics, Cloud Computing, Collaboration, Internet of Things, HRMS, Workforce Management, Payroll Optimization, Customer Digital Technology

        In 2016 Unit4 acquired Prevero, a financial performance management software company. The acquisition reflects a trend toward the convergence of transactional and analytical business applications. ERP and financial management software vendors increasingly are adding analytic capabilities – especially in financial performance management (FPM) – to the core functions of transaction processing and accounting in order to broaden the scope of their offerings. The integration of transaction processing...

        Read More

        Topics: Marketing, Office of Finance, Continuous Planning, Analytics, Business Intelligence, Cloud Computing, Collaboration, Workforce Management, Financial Performance Management, FPM, Work and Resource Management, Operations & Supply Chain, Sales Planning and Analytics

        Many organizations continue to struggle with preparing data for use in operational and analytical processes. We see these issues reported in our Data and Analytics in the Cloud benchmark research, where 55 percent of organizations identify data preparation as the most time-consuming task in their analytical processes.  Similarly, in our Next-Generation Predictive Analytics research, 62 percent of companies report that they’re unsatisfied because data needed for access or integration is not...

        Read More

        Topics: Analytics, Collaboration, Data Preparation, Datawatch

        Our benchmark research into next-generation customer engagement finds that three-quarters (77%) of organizations participating in the research said it is very important to improve the way they engage with customers. The two main drivers behind this are improving the customer experience (cited by 74%) and improving performance of the customer service organization (70%). This is important because most companies said their customers have good experiences, but only one-third said that experience is...

        Read More

        Topics: Mobile, Customer Analytics, Customer Engagement, Customer Experience, Customer Feedback Management, Cloud Computing, Collaboration, Customer Service, Internet of Things, Contact Center, Digital Technology, Omnichannel, Customer Journey Maps, Billing and Recurring Revenue

        If we look at the focus of technology vendors for analytics and business intelligence or business applications providers deploying these capabilities in the last five years, we see that they have elevated the importance on the value of visualization and dashboards. These promotions might be understandable, but will they make business and the people using them more intelligent?

        Read More

        Topics: Big Data, Data Science, Mobile, Machine Learning, Analytics, Business Intelligence, Cloud Computing, Collaboration, Information Optimization, Digital Technology, Machine Learning and Cognitive Computing

        More than a year ago I wrote from personal experience about the challenges our firm encountered with Salesforce’s cloud computing systems and customer service and if we can trust them for business in the cloud. That perspective covered a range of issues that the behemoth cloud computing applications and platform company is facing regarding its service and technology. While Salesforce has shifted its customers like us and others to a different cloud computing environment, as it did in moving us...

        Read More

        Topics: Big Data, Sales, Office of Finance, Analytics, Cloud Computing, Collaboration, Product Information Management, Sales Performance Management, Digital Commerce, Sales and Operations Planning, Machine Learning and Cognitive Computing, Sales Enablement and Execution, Machine Learning Digital Technology, Sales Planning and Analytics

        Our firm regularly explores the impacts of new technologies on business. Analytics is foremost among recently emerging technologies, which our benchmark research consistently confirms. In our research on next-generation sales analytics, fourth-fifths (82%) of participating organizations cited analytics as the most important technology trend for sales; however, several other technologies also are adding power and flexibility to the use of sales analytics.

        Read More

        Topics: Big Data, Sales, Mobile Technology, Office of Finance, Analytics, Cloud Computing, Collaboration, Product Information Management, Sales Performance Management, Digital Commerce, Machine Learning and Cognitive Computing, Sales Enablement and Execution, Machine Learning Digital Technology, Sales Planning and Analytics

        The importance of analytics for sales organizations is clear and, as I pointed out in my recent analyst perspective on the next generation of sales analytics, these capabilities optimize revenue potential. However, utilizing sales analytics requires a set of data skills that most organizations still find challenging and are thus not fully prepared to support. The efficient access and preparation of data underlies any analytics processes, which must meet demanding needs that are not always...

        Read More

        Topics: Big Data, Sales, Machine Learning, Office of Finance, Analytics, Cloud Computing, Collaboration, Product Information Management, Sales Performance Management, Digital Technology, Digital Commerce, Sales and Operations Planning, Machine Learning and Cognitive Computing, Sales Enablement and Execution, Sales Planning and Analytics

        I have been following advances in sales analytics since the 1990s. Over the last five years, however, I have seen evolution, not innovation. In most cases the information that analytics provides is too complicated and not contextualized enough for sales people who are not analytics experts to understand, let alone take action on. As I pointed out in my 2017 research agenda on sales, analytics is essential for planning that improves the impacts of sales efforts and meets the goals of the...

        Read More

        Topics: Big Data, Sales, Mobile Technology, Office of Finance, Analytics, Cloud Computing, Collaboration, Product Information Management, Sales Performance Management, Digital Commerce, Sales and Operations Planning, Machine Learning and Cognitive Computing, Sales Enablement and Execution, Machine Learning Digital Technology, Sales Planning and Analytics

        Anaplan recently held Anaplan Hub, its annual user group meeting. The company offers a cloud-based business planning platform that incorporates a modeling and calculation engine. The tool makes it relatively easy to add or expand the scope of plans that can be connected and monitored as a central source. Companies typically use Anaplan software for financial planning or budgeting, sales, workforce, marketing and IT planning. These are the types of plans in which companies often need to create...

        Read More

        Topics: Customer Analytics, Human Capital Management, Marketing, Marketing Performance Management, Office of Finance, Recurring Revenue, Continuous Planning, Analytics, Business Intelligence, Cloud Computing, Collaboration, HRMS, Sales Performance Management, Workforce Management, Financial Performance Management, Price and Revenue Management, Work and Resource Management, Operations & Supply Chain, Sales Enablement and Execution, ERP and Continuous Accounting, Sales Planning and Analytics

        Some 3,000 people attended Domo’s recent customer event, called Domopalooza. That’s nearly double the attendance of the previous event, which my colleague Mark Smith covered. Formerly a bit “stealthy,” Domo has started sharing more information, some of which I’ll pass along, as well as observations about product announcements made at the event.

        Read More

        Topics: Data Science, Mobile, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Machine Learning and Cognitive Computing, Machine Learning Digital Technology

        In tracking Genesys for several years I have seen it grow through a series of product developments and acquisitions – from predominantly selling call routing and computer/telephony integration (CTI) software to providing a suite of products that manage inbound and outbound, assisted and digital channels of customer engagement. Continuing this expansion Genesys recently acquired Interactive Intelligence and Silver Lining. These new assets signal another round of transformation as the company...

        Read More

        Topics: Mobile, Customer Analytics, Customer Engagement, Customer Experience, Office of Finance, Analytics, Cloud Computing, Collaboration, Customer Service, Internet of Things, Contact Center, Digital Technology

        Ventana Research recently announced the results of its latest Benchmark Research, Next-Generation ERP. The enterprise resource planning (ERP) system is at the core of nearly every company’s record-keeping and management of business processes. Its smooth and uninterrupted functioning is essential to an organization’s accounting and finance functions. In manufacturing and distribution, ERP manages inventory and logistics. Some companies use it to handle human resources functions like tracking...

        Read More

        Topics: Big Data, Mobile, Human Capital Management, Office of Finance, Cloud Computing, Collaboration, Inventory Optimization, Work and Resource Management, Enterprise Resource Planning, ERP and Continuous Accounting

        I recently attended SAS Institute’s analyst relations conference. There the company provided updates on its financial performance and its Viya platform and a glimpse into some of its future plans.

        Read More

        Topics: Big Data, Data Science, Mobile Technology, business intelligence, Analytics, Cloud Computing, Collaboration, Data Governance, Data Integration, Data Preparation, Internet of Things, Information Optimization, Machine Learning and Cognitive Computing, Machine Learning Digital Technology

        In tracking NICE for a decade I have seen the company grow, through a series of acquisitions and product developments, from a vendor largely of workforce management systems to one that offers a full suite of workforce optimization products. It is now advancing what I call a customer experience platform that builds on top of my last coverage of it advancing its efforts. This includes systems to manage assisted channels of engagement (primarily the telephone), digital channels of engagement,...

        Read More

        Topics: Big Data, Customer Analytics, Customer Engagement, Customer Experience, Mobile Technology, Analytics, Cloud Computing, Collaboration, Customer Service, Contact Center, CRM, Digital Technology

        I am happy to provide my personal perspective on the potential of sales organizations, processes and technology to supercharge business activity in 2017. The sales processes of organizations – whether they involve digital commerce or direct or indirect physical selling – should be part of continuous optimization efforts to reach maximum results. To do this, the people leading and running sales processes must be able to use technology that supports their responsibilities and analyzes the crucial...

        Read More

        Topics: Big Data, Sales, Machine Learning, Mobile Technology, Office of Finance, Analytics, Cloud Computing, Collaboration, Product Information Management, Sales Performance Management, Digital Technology, Digital Commerce, Operations & Supply Chain, Sales and Operations Planning, Machine Learning and Cognitive Computing, Sales Enablement and Execution, Sales Planning and Analytics

        Until recently most organizations deployed systems on their own premises to build communications and contact center infrastructures, which often required them to integrate products from several vendors. In the past few years many vendors have moved their systems to the cloud, and others have begun as cloud-based suppliers. This trend has opened up the opportunity for more organizations to take advantage of modern communication systems and contact centers. Using the cloud for either, or both can...

        Read More

        Topics: Big Data, Mobile, Customer Analytics, Customer Engagement, Customer Experience, Machine Learning, Wearable Computing, Analytics, Business Intelligence, Cloud Computing, Collaboration, Internet of Things, Contact Center, Digital Commerce, Subscription Billing

        Big data initially was characterized in terms of “the three V’s,” volume, velocity and variety. Nearly five years ago I wrote about the three V’s as a way to explain why new and different technologies were needed to deal with big data. Since then the industry has tackled many of the technical challenges associated with the three V’s. In 2017 I propose that we focus instead on a different letter, which includes these A’s: analytics, awareness, anticipation and action. I’ll explain why each is...

        Read More

        Topics: Data Science, Machine Learning, Analytics, Business Intelligence, Collaboration, Data Preparation, Internet of Things, Information Optimization

        Senior finance executives and finance organizations that want to improve their performance must recognize the value of technology as a key tool for doing high-quality work. Consider how poorly your organization would perform if it had to operate using 25-year-old software and hardware. Having the latest technology isn’t always necessary, but it’s important for executives to understand that technology shapes a finance organization’s ability to improve its overall effectiveness.

        Read More

        Topics: Big Data, Data Science, Mobile, Human Capital Management, Mobile Technology, Office of Finance, Continuous Planning, Analytics, Business Intelligence, Cloud Computing, Collaboration, Financial Performance Management, Price and Revenue Management, Inventory Optimization, Operations & Supply Chain, Enterprise Resource Planning, Sales and Operations Planning, Machine Learning and Cognitive Computing, ERP and Continuous Accounting

        In 2016 Ventana Research saw a significant shift in the customer engagement and contact center software markets. Our benchmark research into the next-generation contact center in the cloud shows that for 70 percent of companies, customer experience is and will be an important way of competing; the largest growth in ways of competing is to introduce digital self-service, which will increase by 12 percent. To support those changes, organizations have introduced more channels of engagement, to the...

        Read More

        Topics: Mobile, Customer Analytics, Customer Engagement, Customer Experience, Office of Finance, Analytics, Cloud Computing, Collaboration, Customer Service, Internet of Things, Contact Center

        Ventana Research analysts recently published our research agendas for 2017. As we put together these plans we think about the forces that are shaping the markets that we cover and then craft agendas that study these issues to provide insights for our community. I’ve been working in the business intelligence (BI) and analytics market for nearly 25 years, and throughout that time the industry has been trying to make analytics useful to increasingly wider audiences. That focus continues to today....

        Read More

        Topics: Big Data, Data Science, Mobile Technology, Analytics, Business Intelligence, Cloud Computing, Collaboration, Internet of Things, Machine Learning and Cognitive Computing, Machine Learning Digital Technology

        The business intelligence market is bounded on one side by big data and on the other side by data preparation. That is, to maximize their performance in using information, organizations have to collect and analyze ever increasing volumes of data while the tools available are constantly evolving in the big data ecosystem that I have written about. In our benchmark research on big data analytics, half (51%) of organizations said they want to access big data using their existing BI tools. At the...

        Read More

        Topics: Big Data, Analytics, Business Intelligence, Collaboration, Data Integration, Data Preparation, Information Management, Internet of Things

        SYSPRO is a 35-year-old software vendor that focuses on selling enterprise resource planning (ERP) systems to midsize companies, particularly those in manufacturing and distribution. In manufacturing, SYSPRO supports make, configure and assemble, engineer to order, make to stock and job shop environments. The company attempts to differentiate itself through vertical specialization and its years of ongoing development, which can reduce the need for customization and cut the cost of initial and...

        Read More

        Topics: Big Data, SaaS, ERP, Governance, Human Capital Management, Office of Finance, close, Continuous Accounting, Analytics, CIO, Cloud Computing, Collaboration, CFO, CRM, CEO

        Over the last four years Domo, a new brand in cloud-based data and analytics software, has worked to enable its customers to understand, collaborate and act on data to achieve business results. Led by its founder and CEO, Josh James, the company has worked to deliver software that provides both a good user experience and business value. Recently, at its 2015 customer conference Domopalooza, the company presented itself and its products to the general public. I had a chance to meet with company...

        Read More

        Topics: Sales Performance, Supply Chain Performance, Human Capital, Mobile Technology, Operational Performance Management (OPM), Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, Governance, Risk & Compliance (GRC), Domo, Risk & Compliance (GRC), SAB Miller

        Workday Financial Management (which belongs in the broader ERP software category) appears to be gaining traction in the market, having matured sufficiently to be attractive to a large audience of buyers. It was built from the ground up as a cloud application. While that gives it the advantage of a fresh approach to structuring its data and process models for the cloud, the product has had to catch up to its rivals in functionality. The company’s ERP offering has matured considerably over the...

        Read More

        Topics: Microsoft, SAP, ERP, FP&A, Human Capital, NetSuite, Office of Finance, Reporting, close, Controller, dashboard, Tax, Operational Performance, Analytics, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, IBM, Oracle, Uncategorized, CFO, Data, Financial Performance Management, FPM, Intacct, Spreadsheets

        The enterprise resource planning (ERP) system is a pillar of nearly every company’s record-keeping and management of business processes. It is essential to the smooth functioning of the accounting and finance functions. In manufacturing and distribution, ERP also can help plan and manage inventory and logistics. Some companies use it to handle human resources functions such as tracking employees, payroll and related costs. Yet despite their ubiquity, ERP systems have evolved little since their...

        Read More

        Topics: Big Data, Microsoft, SAP, Social Media, Supply Chain Performance, ERP, FP&A, Human Capital, Mobile Technology, NetSuite, Office of Finance, Reporting, close, closing, Controller, dashboard, Reconciliation, Operational Performance, Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, IBM, Oracle, Uncategorized, CFO, Data, finance, Financial Performance Management, FPM, Intacct

        Whatever Oracle’s cloud strategy had been the past, this year’s OpenWorld conference and trade show made it clear that the company is now all in. In his keynote address, co-CEO Mark Hurd presented predictions for the world of information technology in 2025, when the cloud will be central to companies’ IT environments. While his forecast that two (unnamed) companies will account for 80 percent of the cloud software market 10 years from now is highly improbable, it’s likely that there will be...

        Read More

        Topics: Microsoft, Predictive Analytics, Sales Performance, SAP, Supply Chain Performance, ERP, Human Capital, Mobile Technology, NetSuite, Office of Finance, Reporting, close, closing, Controller, dashboard, Tax, Customer Performance, Operational Performance, Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Collaboration, IBM, Oracle, Business Performance Management (BPM), CFO, Data, finance, Financial Performance Management (FPM), Financial Performance Management, FPM, Intacct

        Many senior finance executives say they want their department to play a more strategic role in the management and operations of their company. They want Finance to shift its focus from processing transactions to higher-value functions in order to make more substantial contributions to the success of the organization. I use the term “continuous accounting” to represent an approach to managing the accounting cycle that can facilitate the shift by improving the performance of the accounting...

        Read More

        Topics: ERP, Office of Finance, Reporting, close, closing, Controller, dashboard, Tax, Analytics, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, CFO, Data, finance, Financial Performance Management, FPM

        Our recently published Office of Finance benchmark research assesses a broad set of functions and capabilities of finance organizations. We asked research participants to identify the most important issues for a finance department to address in a dozen functional areas: accounting, budgeting, cost accounting, customer profitability management, external financial reporting, financial analysis, financial governance and internal audit, management accounting, product profitability management,...

        Read More

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

        This year presents much opportunity for organizations to use a new generation of technology to compete better, be more efficient in their business operations and engage their workforces to their full potential. We have identified and begun to track the following next-generation technologies: analytics, big data, collaboration, cloud computing, mobile technology and social media, and in 2014 we added wearable computing to the list. In 2015 we will intensify our focus on all of them specifically ...

        Read More

        Topics: Big Data, Sales Performance, Social Media, Supply Chain Performance, Governance, Mobile Technology, Wearable Computing, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Information Applications, Information Management, Location Intelligence, Operational Intelligence, Workforce Performance, Risk & Compliance (GRC), Technology Innovation

        Our recent Office of Finance benchmark research demonstrates the importance of using automation to execute finance department functions. Information technology systems do at least two things very well that make better use of people’s time, and both of them can substantially improve organizational performance. First, they eliminate the need for people to do repetitive tasks, which frees them to spend time on more valuable work that requires judgment and skill. IT systems also can be programmed...

        Read More

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

        SYSPRO is a 35-year-old ERP vendor that focuses on products for midsize companies, particularly those in manufacturing and distribution. In manufacturing, SYSPRO supports make, configure and assemble, engineer to order, make to stock and job shop environments. The company attempts to differentiate itself through vertical specialization and its years of ongoing development, which can reduce the need for customization and cut the cost of initial and ongoing configuration to suit the needs of...

        Read More

        Topics: Performance Management, Supply Chain Performance, ERP, Human Capital Management, Office of Finance, Reporting, cloud ERP, container, Operational Performance, Analytics, Business Analytics, Business Performance, Cloud Computing, Collaboration, Dashboards, Financial Performance, Supply Chain, SCM, S&OP, Digital Technology

        Financial management software provider Intacct recently held its seventh annual user conference. In addition to a long list of enhancements in current and upcoming product releases, the company used the occasion to announce Intacct Collaborate, a capability built into its software that enables finance and accounting organizations to work together to answer questions or resolve issues while performing a process. Our benchmark research shows that collaboration ranks second in importance behind...

        Read More

        Topics: Performance Management, Sales Performance, Salesforce.com, ERP, Human Capital Management, NetSuite, Office of Finance, Reporting, cloud ERP, Analytics, Business Analytics, Business Collaboration, Business Performance, Chatter, Cloud Computing, Collaboration, Dashboards, Financial Performance, FinancialForce, Intacct

        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 important or very important. (We are using “finance” in its broadest sense, including, for example,...

        Read More

        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

        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 undermine the performance of a company. So it was good news that in our Office of Finance benchmark...

        Read More

        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

        This year Oracle OpenWorld conference opened with a fiery speech by Larry Ellison, who has stepped down from his role as CEO to become Executive Chairman and CTO. Filling his rhetoric with claims of market leadership and attacks on competitors SAP and Workday, Ellison set an aggressive tone for those who followed him. In a talk relevant to my research practice, Chris Leone, senior vice president of applications development, asserted that Oracle is making progress in human capital management...

        Read More

        Topics: Mobile, Social Media, HCM, Human Capital Analytics, Human Capital Management, Core HR, Employee Engagement, Platform as a service, TM, Wellness, Analytics, Business Collaboration, Cloud Computing, Collaboration, Mobility, Oracle, HRMS, Talent Management, Social, PaaS

        Infor recently held its annual Inforum user group meeting, along with a series of sessions with analysts. The $2 billion business software company has products in the major categories of ERP (including enterprise financial management), human capital management, customer relationship management and performance management among others.

        Read More

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

        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 that are used by manufacturing and distribution companies.) Oracle’s ERP Cloud Service includes ...

        Read More

        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

        Oracle has a large and diverse set of products and now has most of its business applications operating in the private and public cloud. However, some recent acquisitions have enabled it to focus on cloud-based-products for managing the customer experience. Our next generation customer engagement research has found that customer experience is the top impetus for improving customer engagement as found by almost three quarters (74%) of organizations. Oracle has created a customer experience suite...

        Read More

        Topics: Sales Performance, Social Media, Customer Analytics, Customer Experience, Social CRM, Mobile Apps, Operational Performance, Analytics, Business Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM

        During recent IBM analyst big data event, I learned about a new product, IBM Predictive Customer Intelligence. It extracts and processes customer-related data from multiple sources to analyze customer-related activities and has capabilities to predict customer behavior and actions. Predictive Customer Intelligence is built on IBM’s big data platform and supports extraction and integration of data from multiple sources, internal and external, and from structured and unstructured data. It can...

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Voice of the Customer, IBM Predictive Customer Intelligence, Analytics, Business Analytics, Business Intelligence, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, IBM, Information Applications, Call Center, Contact Center, Contact Center Analytics, IBM Watson, Text Analytics

        Much has been written about how cloud computing changes the way businesses source their software and services. For software companies, instead of being installed inside the company, software like business applications run on a computer installed at an external site. If the external site is not shared with any other business, this is called a private cloud; if it is owned and operated by a third party and supports more than one business, it is called a public cloud. In the case of public clouds,...

        Read More

        Topics: Sales Performance, Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Operational Performance, Analytics, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Financial Performance, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Force Optimization

        The keynote theme at this year’s Sapphire conference in Orlando was Simple. Top executives from SAP, a software company associated with complexity, stated and restated that its future direction is to simplify all aspects of its products and the ways customers interact with them and the company itself. SAP’s longstanding and commendable aspiration to thoroughness in its software will be giving way to an emphasis on elegance in its engineering. This objective is more than admirable – SAP’s future...

        Read More

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

        Epicor used its recent user group conference to explain its strategic direction and product roadmap. The company is the result of multiple mergers of business software corporations over the past 15 years; its target customers are midsize companies and midsize divisions of larger organizations. Its most significant products are Epicor (ERP software aimed mainly at manufacturing and distribution companies) and Activant Solutions (software for small and midsize retailers, including a point-of-sale...

        Read More

        Topics: Microsoft, Mobile, SaaS, Sales, Supply Chain Performance, Customer Experience, ERP, HCM, Human Capital, Office of Finance, communications, Dynamics AX, Dynamics GP, Dynamics NAV Dynamics SL, Epicor, Sage Software, UI, Unit4, Operational Performance, Analytics, Business Analytics, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, FinancialForce, HR, Infor, Workday, Social, Financial Performance Management, FPM, Plex

        At Saba’s recent global customer conference executives discussed the company’s latest product enhancements, progress made during the past year and plans for the future. Saba provides a talent management suite that includes all capabilities except compensation management and is a leading vendor of corporate learning management systems. The majority of its 2,200 customers and 31 million users in 195 countries use the learning system, Learning@Work.

        Read More

        Topics: Big Data, Mobile, Social Media, HCM, Human Capital Management, Predictive, Recruiting, Learning Management, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Collaboration, Saba, Talent Management

        I recently presented at the 2014 ICMI Contact Center Expo and Conference and have a few insights I want to share. I was impressed by the two main keynote speeches. In the first Bill Rancic, an entrepreneur, author and TV personality, talked about “How to Succeed in Business and Life.” Bill is not in the contact center industry, but he reminded the audience that individuals and companies that succeed in life and business grab opportunities when they come along. He went on to say that consumers...

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Force Optimization

        On its website Panviva describes itself as providing “business process guidance,” which is a phrase I was notfamiliar with. As I searched the site, I found messages such as”it’s all about customer experience,” “the right information for the right person at the right time” and “navigating complexity.” All of these describe issues contact center agents face on a daily basis, and I concluded that Panviva competes in a space I track. My benchmark research into the agent desktop and its impact on...

        Read More

        Topics: Customer Experience, Mobile Apps, Self-service, Operational Performance, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Business Process Management, Call Center, Contact Center

        My benchmark research into the smart agent desktop finds that in nearly two-thirds (65%) of companies, contact center agents have to access multiple systems as they try to resolve customer interactions. These range from channel management systems (such as telephone, email, text messages and social media) to business applications (such as CRM, ERP and knowledge management), performance dashboards and analysis, and messaging systems. Having to use all these systems leads agents to make mistakes,...

        Read More

        Topics: Sales Performance, Social Media, Customer Experience, Mobile Apps, Self-service, Operational Performance, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Workforce Force Optimization

        Learning is an integral component of human capital management, and a new generation of learning management systems advances learning in organizations around the world. These systems have evolved over the years from a classroom scheduling tool that facilitated instructor-led and classroom training into an array of enterprise applications that deliver and track various types of training. Recently new technologies, such as business analytics, cloud computing, social collaboration, and mobile...

        Read More

        Topics: Big Data, Mobile, Social Media, HCM, LMS, Learning Management, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Collaboration, Workforce Performance, HR, Training, benchmark, HR research

        In the past year Kronos announced a major release of its Workforce Central suite and more recently, made an announcement regarding a major investment that should help keep the company well capitalized. Kronos is one of the largest vendors of workforce management systems, providing time and attendance, labor scheduling, absence management, HR management, payroll and recruiting applications. In 2013 the company grew to almost US$1 billion in revenue, selling to companies around the globe and...

        Read More

        Topics: Mobile, Social Media, Governance, HCM, Kronos, Office of Finance, Technology Innovation Award, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Collaboration, Workforce Performance, compliance, HR, HRMS, Risk & Compliance (GRC), Value Index, Workforce Management, Social

        In my research of NICE Systems for several years I have remarked often that its biggest challenge is to integrate all the products that now make up its Customer Interaction Management suite. Through acquisitions, in-house development and partnerships, this suite has grown to include interaction recording, quality management, workforce management, incentive management, interaction analytics, performance management, real-time guidance, customer feedback management, mobile access and Web-based...

        Read More

        Topics: Customer Analytics, Customer Experience, Customer Feedback Management, Speech Analytics, Voice of the Customer, Mobile Apps, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, Desktop Analytics, Text Analytics, Workforce Force Optimization

        At its recent 2014 analyst day Ceridian showed the progress it has made on its Ceridian and Dayforce human capital management (HCM) platform since last year’s launch of its broader HCM portfolio. Ceridian’s overall HCM business, which the company says had revenue of $950 million in 2013 and now has more than 100,000 customers, consists largely of payroll-related products and services such as tax filing and payroll cards, but also benefits, human resources and workforce management products.

        Read More

        Topics: Mobile, SaaS, Social Media, HCM, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Workforce Performance, Ceridian, Document Management, HR, Talent Management

        The last time I reviewed Confirmit it had just acquired CustomerSat and was re-engineering its products to support a broader approach to voice of the customer (VOC), which Ventana Research defines as a complete view of customer interactions, customer sentiments after interactions and the outcomes of those interactions. During my latest briefing, I found out that the new architecture will be available in version 18 of the product, which Confirmit recently announced as generally available....

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Speech Analytics, Voice of the Customer, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Text Analytics, Unified Communications

        Building a contact center is growing in complexity as companies struggle to support customers’ ever-higher expectations. Customers now insist on engaging with companies through the channel of their choice, often from a mobile device, and at a time of their choosing. If they interact with a person, they expect that person to have the social and technical skills to resolve their issues quickly and effectively. If they use any form of self-service, they expect the technology to help rather get in...

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Operational Performance, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Force Optimization

        At its recent Connect 2014 event IBM announced IBM Kenexa Talent Suite, an integrated talent management suite. The release strengthens its Smarter Workforce initiative by combining IBM and Kenexa products and services in one human capital management (HCM) offering. IBM Kenexa Talent Suite also addresses increasing efforts by human resources organizations to optimize their activities through more effective use of technology, a topic covered in our 2014 HCM research agenda. Specifically, the...

        Read More

        Topics: Big Data, Mobile, SAP, Social Media, HCM, Kenexa, Recruiting, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Collaboration, IBM, Oracle, Workforce Performance, Cognitive Computing, HR, IBM Watson, Social

        Salesforce.com began with a simple message: On-premises CRM has come to the end of its useful life, and the way forward is cloud-based CRM. I have written several times that the company has won this argument, and my research into contact center in the cloud confirms this: 63 percent of participating organizations said that adopting systems in the cloud is one of the key ways to improve customer engagement. Furthermore, this vendor’s success pressurized many other companies to move into the...

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Social CRM, Mobile Apps, Self-service, Business Collaboration, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM

        The market for human capital analytics is in flux, as companies begin to evaluate and adopt more capable tools and processes for this area of human capital management. A look at the tools organizations are using and plan to use for human capital analytics provides an example of this change. Our recently published benchmark research on human capital analytics shows that nearly nine in 10 (87%) organizations are still using spreadsheets for human capital analytics while fewer than two in five...

        Read More

        Topics: Big Data, Mobile, Predictive Analytics, Social Media, HCM, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Cloud Computing, Collaboration, Financial Performance, Information Management, Workforce Performance

        One strong sign of the economic recovery as manifested in the human capital management market is the recent spate of announcements of new recruiting applications from software companies that are not always considered for recruiting. Here are some of them. Ultimate Software announced the launch of UltiPro Recruiting. Saba Recently announced the release of Recruiting@Work. Workday announced the upcoming release of Workday Recruiting. And Ceridian announced release a recruiting application on its...

        Read More

        Topics: Mobile, Social Media, HCM, Recruiting, Operational Performance, Ultimate, Business Collaboration, Collaboration, Workforce Performance, Ceridian, Saba, Workday

        I am not comfortable with the term “gamification” used in the context of business applications. It sounds as if employees are officially allowed to play games while working and thus take their attention away from the task at hand, which in a contact center is serving customers. So I was skeptical when Uptivity recently wanted to brief me about gamification capabilities it recently announced for its suite of workforce optimization products. I was doubtful that gamification will help companies in...

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Operational Performance, Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Force Optimization

        In 2013 we continued to see change in the contact center, customer service and customer experience markets: Consumers’ communication habits continued to evolve, more business units outside the traditional contact center became involved in handling interactions, software vendors continued to come up with new technologies, and cloud computing, mobility, big data, collaboration, social media and analytics all had a big impact on the ways users access and consume software. Many of these trends...

        Read More

        Topics: Sales Performance, Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Location Intelligence, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Unified Communications, Workforce Force Optimization

        Verint recently announced a definitive agreement to acquire KANA Software. Its goal, in the words of the press release, is to “transform the way organizations engage with their customers.” Customer engagement and customer experience management have become the topics of many conversations in my research area, so I wanted to understand the substance behind this move.

        Read More

        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Speech Analytics, Voice of the Customer, Mobile Apps, Self-service, Analytics, Business Collaboration, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Desktop Analytics, Text Analytics, Workforce Force Optimization

        I recently wrote that Infor aims to reinvent business applications and its new developments make it a vendor to watch. I was therefore intrigued to have a demonstration of its latest marketing products, Infor Epiphany and Infor Orbis Marketing Resource Management. These are grouped on its website under customer relationship management, and I don’t usually spend much time on this category of products since for my research it is too inwardly focused and doesn’t impact the customer experience a...

        Read More

        Topics: Social Media, Customer Experience, Social CRM, Cloud Computing, Collaboration, Customer Service, Uncategorized, Call Center, Contact Center, CRM
        JOIN OUR COMMUNITY

        Our Analyst Perspective Policy

        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

        View Policy

        Subscribe to Email Updates

        Posts by Month

        see all

        Posts by Topic

        see all


        Analyst Perspectives Archive

        See All