ISG Software Research Analyst Perspectives | Consolidate and Close Management

Successful AI Adoption: Change Management is Essential

Posted by Robert Kugel on 07 August 2025

Organizational change management is the discipline and process of guiding individuals, teams and organizations to a desired future structure. This is frequently an issue when implementing new technology designed to enable new strategies or business models. It is often a challenge because of human resistance to change, which is driven by a desire for stability, fear of personal consequences and...

Oracle’s AI Agents Amplify Value for Finance

Posted by Robert Kugel on 26 June 2025

Oracle’s recent industry analyst summit demonstrated significant progress in embedding artificial intelligence in its business applications—including those for finance, HR and supply chain management. This amplifies the already broad and deep functionality developed over decades. Oracle also continues to expand and extend its collaborative efforts with financial institutions, a form of...

OneStream Roadmap for AI and Agents

Posted by Robert Kugel on 12 June 2025

OneStream offers a platform designed to serve the needs of accounting and financial planning and analysis (FP&A) organizations. The software handles financial close and consolidation, planning and budgeting, analysis and reporting.

Software Increases Productivity in the Record-to-Report Cycle

Posted by Robert Kugel on 22 May 2025

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

Achieve a Faster Tax Provision Process for a Faster Close

Posted by Robert Kugel on 17 April 2025

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

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

Posted by Robert Kugel on 15 April 2025

ISG Research recently announced the results of its Business Planning Buyers Guide for 2025. We rated Board Exemplary and a leader in customer experience and in reliability. Board recently launched two external data offerings that significantly strengthen the capabilities of its planning software. Its Board Foresight is designed to support more effective and potentially more accurate forecasting...