ISG Software Research Analyst Perspectives | Enterprise Resource Planning

AI-Enabled Contingency Planning is More Accessible Than Ever

Posted by Robert Kugel on 20 May 2025

We live in a time of uncertainty, not unpredictability. Especially when a business finds itself on an undefined journey with an unclear destination—whether caused by internal events or the world at large—having plans to deal with a range of outcomes increases the odds of success. Or, at least enduring the least amount of damage. Managing an organization in uncertain times is always hard, but...

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

Mining, Intelligence and Monitoring Achieve the Best Process Outcomes

Posted by Robert Kugel on 25 January 2024

Since a majority of today’s workforce wasn’t around in the 1990s, it’s worth noting that “business process reengineering” was all the rage. The purpose was to review, restructure and redesign core business processes to achieve substantial improvements in market and customer responsiveness, productivity, cycle times and quality. One reason for its popularity (beyond being a money spinner for...

Topics: Product Information Management, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, Continuous Supply Chain & ERP

AI Will Increase the Strategic Value of S&OP

Posted by Robert Kugel on 17 January 2024

Sales and operations planning (S&OP) is trending toward becoming more strategic in product-centric companies through the end of the decade. The purpose of S&OP has grown in importance. Since the mid-teens, the trade and economic environment has become less benign and more unpredictable, forcing many enterprises to redesign their supply chains for resiliency while still surmounting the dual...

Topics: Continuous Planning, Operations & Supply Chain, Enterprise Resource Planning, Continuous Supply Chain & ERP

Risk Management is Essential for AI and Generative Development

Posted by Robert Kugel on 04 January 2024

The recent launch of the AI Alliance, a coalition of more than 50 corporations and research institutions engaged in artificial intelligence (AI) development (including AMD, CERN, Cornell University, Dell Technologies, IBM, Intel, Linux Foundation, Meta, NASA, Oracle, ServiceNow and Sony Group), aims to achieve the following objectives:

Topics: Office of Finance, Business Planning, Enterprise Resource Planning, ERP and Continuous Accounting, Continuous Supply Chain & ERP

Board Enables High-Performing FP&A Organizations

Posted by Robert Kugel on 29 November 2023

Board offers a platform that enables financial planning and analysis (FP&A) groups to forecast, plan, budget, analyze and report, using a consistent set of data from across the business to speed these processes, improve forecast and planning accuracy, and accelerate analysis and reporting. Board was categorized as an Exemplary Vendor in our Ventana Research Business Planning Value Index, with...

Topics: Office of Finance, Continuous Planning, Business Planning, Operations & Supply Chain, Enterprise Resource Planning

Reverse Factoring Lubricating the Wheels of Supply Chains

Posted by Robert Kugel on 02 August 2023

We added purchasing, sourcing and payments to our core Office of Finance focus areas this year to reflect new and important opportunities to use technology to gain effectiveness through greater efficiency. Technology continues to lubricate the wheels of commerce, aided by a financial services sector that is constantly innovating, responding to market-driven opportunities to reduce costs, increase...

Topics: Product Information Management, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, Continuous Supply Chain & ERP

The Question of Generative AI Costs

Posted by Robert Kugel on 25 July 2023

As we celebrate the first half of what seems to be the year of generative artificial intelligence, with an apparently unlimited discussion of use cases and bogeymen, my attention is turning to the very mundane question of costs. Specifically, how costs incurred – through investment and operation – will be distributed along the value chain and how this will affect the demand for AI ‒ by whom and...

Topics: Office of Finance, Continuous Planning, Business Planning, Enterprise Resource Planning, natural language processing, AI and Machine Learning, Continuous Supply Chain & ERP

Collaborative Supply Chain Forecasting Improves Performance

Posted by Robert Kugel on 20 June 2023

Organizations engage in collaborative supply chain planning in order to have more accurate, timely and actionable information, including forecasts and stock-on-hand. The objective is to achieve lower costs and reduce risk while ensuring order fulfillment to achieve optimal supplier and customer relationships. Unfortunately, our research shows that that few companies manage collaboration well in...

Topics: Operations & Supply Chain, Enterprise Resource Planning, Continuous Supply Chain & ERP

Improving Supply Chain Management in the Post-Pandemic World

Posted by Robert Kugel on 24 May 2023

In early 2019, I first wrote about the escalating strategic challenges facing organizations resulting from the decade-long dismantling of the liberal global trade environment and the shift to more restrictive regimes. Supply chain management was upended in 2020 as a series of extraordinary events, especially the pandemic-induced supply chain shocks, compounded the tactical challenges facing...

Topics: Continuous Planning, Business Planning, Operations & Supply Chain, Enterprise Resource Planning, Continuous Supply Chain & ERP

Technology Enables Working Capital Optimization

Posted by Robert Kugel on 10 May 2023

We’ve experienced an unusual, decades-long monetary policy in the developed world that emphasized interest rate repression as well as supply chain practices designed for lowest cost. This has produced a generation of chief financial officers likely unprepared to address the impact of fundamental changes now shaping a new, technology-driven approach to working capital optimization. Today’s CFOs...

Topics: Office of Finance, Enterprise Resource Planning, continuous supply chain

Now with the Miracle Ingredient AI!

Posted by Robert Kugel on 30 March 2023

Early last December, just before ChatGPT became the new, bright, shiny object, The Economist magazine ran a story proclaiming that we had finally arrived at the age of boring artificial intelligence (AI). From my perspective, it’s unfortunate that didn’t last and that AI has been relegated back to the buzzword league. AI will be an increasingly important feature of business software through the...

Topics: Office of Finance, Business Intelligence, Business Planning, Enterprise Resource Planning, ERP and Continuous Accounting, natural language processing, continuous supply chain, AI and Machine Learning

Cloud ERP is the Path Forward for Manufacturing and Product Companies

Posted by Robert Kugel on 22 February 2023

The cloud has come to dominate many business software categories, but until recently, enterprise resource planning for manufacturing and product-focused organizations has been a notable laggard. Cloud-based systems can be less costly to operate, perform better, be more secure and shift maintenance and update chores from the IT department to the vendor, freeing IT teams to concentrate on more...

Topics: Office of Finance, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, continuous supply chain

2023 Market Agenda: Greater Agility for a Less Certain World

Posted by Robert Kugel on 20 January 2023

Ventana Research recently announced its 2023 research agenda for Operations and Supply Chain, continuing the guidance we’ve offered for nearly two decades to help organizations across industries derive optimal value and improved outcomes from business technology.

Topics: Continuous Planning, Product Information Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, Property Technology, Supplier Relationship Management

The Data Pantry Accelerates Actionable Analytics for Decision-Making

Posted by Robert Kugel on 22 December 2022

Ventana Research uses the term “data pantry” to describe a method of data storage (and the technology and process blueprint for its construction) created for a specific set of users and use cases in business-focused software. It’s a pantry because all the data one needs is readily available and easily accessible, with labels that are immediately recognized and understood by the users of the...

Topics: Continuous Planning, Business Intelligence, Data Management, Business Planning, Data, Financial Performance Management, Enterprise Resource Planning, continuous supply chain, data operations, Streaming Data Events, Analytics and Data, AI and Machine Learning

Kinaxis Extends Platform into Supply Chain Execution with MPO Acquisition

Posted by Robert Kugel on 21 September 2022

Kinaxis recently announced it has acquired a Netherlands-based company, MPO, a cloud-based software offering that orchestrates multiparty supply chain execution. The combination is designed to enable Kinaxis to extend its concurrent planning platform to handle core elements of supply chain execution. Kinaxis acquired all the shares of MPO for approximately US$45 million, with some of the final...

Topics: Business Intelligence, Business Planning, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, AI and Machine Learning

Kinaxis Optimizes Agile Supply Chain Planning

Posted by Robert Kugel on 26 May 2022

Kinaxis is a sales and operation planning software company headquartered in Ottawa, Canada. Its RapidResponse is an S&OP platform for concurrent planning, designed to integrate an organization’s supply chain planning silos, accelerate planning cycles and optimize supply chain execution to match customer demand.

Topics: Continuous Planning, Business Planning, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain

Reordered Global Trade Requires Agile Sales and Operations Planning

Posted by Robert Kugel on 29 April 2022

I first wrote about a new era of trade a few years ago to make the point that the period of optimizing supply chains for the lowest cost was over, and that companies needed to redesign them to achieve greater resiliency. That observation proved correct. Now we are hearing about “the end of globalization,” a hyperbolic phrase describing the effects of ongoing changes to the international political...

Topics: Continuous Planning, Business Planning, Financial Performance Management, Enterprise Resource Planning, ERP and Continuous Accounting, continuous supply chain

2022 Market Agenda: Increasing Supply Chain Agility and Resilience

Posted by Robert Kugel on 02 February 2022

Ventana Research recently announced its 2022 research agenda for Operations and Supply Chain, continuing the guidance we’ve offered for nearly two decades to help organizations across industries derive optimal value from business technology and improve outcomes.

Topics: Continuous Planning, Product Information Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, Property Technology, Supplier Relationship Management

Fix Sales and Operations Planning to Improve Financial Efficiency

Posted by Robert Kugel on 10 December 2021

Several years ago, I noted the importance of gaining resilience in managing supply chains. The world had entered a new era of trade following the financial crisis of 2007, as multilateral relationships were steadily fragmenting. For decades, sourcing and supply chain management was focused almost exclusively on achieving the lowest cost, and the world’s trade environment supported this approach....

Topics: Office of Finance, Continuous Planning, Business Planning, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain

The Digital Awakening of Business Process Intelligence

Posted by Mark Smith on 21 October 2021

The work environment today demands that your organization advances the efficiency to execute business processes for continuous operations to have a positive impact on business performance. The capability to be responsive to any range of minor to disruptive business events is required to support business continuity and level of organizational readiness to meet the needs of digital business....

Topics: Customer Experience, Voice of the Customer, embedded analytics, Analytics, Business Intelligence, Cloud Computing, Contact Center, Data, Digital Technology, Operations & Supply Chain, Enterprise Resource Planning, Digital transformation, natural language processing, continuous supply chain, agent management, Process Mining, Streaming Analytics, Experience Management, AI and Machine Learning

BillingPlatform Bolsters the Rise of Subscription Services

Posted by Stephen Hurrell on 22 September 2021

Subscription management and billing services help organizations offer unique benefits and enhance delivery to customers. By making services more personalized, organizations can acquire – and retain – more customers.

Topics: Sales, Office of Finance, Continuous Planning, embedded analytics, Analytics, Business Intelligence, Business Planning, Product Information Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, natural language processing, revenue and lease accounting, continuous supply chain, Subscription Management, partner management, Process Mining, Streaming Analytics, Supplier Relationship Management, AI and Machine Learning

ConverSight.ai Earns 2021 Digital Innovation Award

Posted by Mark Smith on 02 September 2021

The annual Ventana Research Digital Innovation Awards showcase advances in the productivity and potential of business applications, as well as technology that contributes significantly to the improved processes and performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations to advance business and IT.

Topics: Continuous Planning, Analytics, Product Information Management, Price and Revenue Management, Digital Technology, Operations & Supply Chain, Enterprise Resource Planning, Conversational Computing, collaborative computing, continuous supply chain, work experience management, AI and Machine Learning

Innovit Named a Vendor with Merit in the 2021 PIM Value Index

Posted by Mark Smith on 17 August 2021

We are happy to share some insights about Innovit MDM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, Office of Revenue

Viamedici Named a Vendor with Merit in the 2021 PIM Value Index

Posted by Mark Smith on 13 August 2021

We are happy to share some insights about Viamedici EPIM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Contentserv is a Vendor with Merit in the 2021 PIM Value Index

Posted by Mark Smith on 11 August 2021

We are happy to share some insights about Contentserv CS drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Perfion Named a Vendor with Merit in the 2021 PIM Value Index

Posted by Mark Smith on 09 August 2021

We are happy to share some insights about Perfion drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Winshuttle is a Vendor with Merit in the 2021 PIM Value Index

Posted by Mark Smith on 06 August 2021

We are happy to share some insights about Winshuttle EnterWorks drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Palantir Earns Overall Digital Innovation Award for 2021

Posted by Mark Smith on 04 August 2021

The annual Ventana Research Digital Innovation Awards showcase advances in the productivity and potential of business applications, as well as technology that contributes significantly to the improved processes and performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations to advance business and IT.

Topics: Customer Experience, Human Capital Management, Marketing, Office of Finance, Voice of the Customer, Continuous Planning, embedded analytics, Learning Management, Analytics, Business Intelligence, Collaboration, Data Governance, Data Preparation, Information Management, Internet of Things, Business Planning, Contact Center, Data, Product Information Management, Sales Performance Management, Workforce Management, Financial Performance Management, Price and Revenue Management, Digital Technology, Digital Marketing, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, Revenue, blockchain, natural language processing, data lakes, Total Compensation Management, robotic finance, Predictive Planning, employee experience, candidate engagement, Conversational Computing, Continuous Payroll, collaborative computing, mobile computing, continuous supply chain, Subscription Management, agent management, extended reality, intelligent marketing, sales enablement, work experience management, robotic automation, AI and Machine Learning, lease and tax accounting

Oracle is a Vendor of Merit in the 2021 PIM Value Index

Posted by Mark Smith on 02 August 2021

We are happy to share some insights about Oracle’s Product Lifecycle Management Cloud drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Continuous Planning, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, work experience management

inRiver is a Vendor of Assurance in the 2021 PIM Value Index

Posted by Mark Smith on 30 July 2021

We are happy to share some insights about inRiver PIM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

IBM Named an Innovative Vendor in the 2021 PIM Value Index

Posted by Mark Smith on 28 July 2021

We are happy to share some insights about IBM Product Master drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Continuous Planning, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, work experience management

Bluestone PIM Named a Vendor of Assurance in the 2021 Value Index

Posted by Mark Smith on 26 July 2021

We are happy to share some insights about Bluestone PIM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, work experience management

Stibo Systems is Innovative in the 2021 PIM Value Index

Posted by Mark Smith on 23 July 2021

We are happy to share some insights about Stibo Systems Enterprise Platform drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Continuous Planning, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, work experience management

Riversand is Exemplary and a Leader in the 2021 PIM Value Index

Posted by Mark Smith on 21 July 2021

We are happy to share some insights about Riversand PX 360 drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Magnitude is Exemplary in the 2021 PIM Value Index

Posted by Mark Smith on 19 July 2021

We are happy to share some insights about Magnitude Agility PIM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Salsify is Exemplary and a Leader in the 2021 PIM Value Index

Posted by Mark Smith on 15 July 2021

We are happy to share some insights about Salsify ProductXM drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Pimcore Named Exemplary and Overall Leader in 2021 PIM Value Index

Posted by Mark Smith on 13 July 2021

We are happy to share some insights about Pimcore Platform drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Akeneo Rated Exemplary Leader in the 2021 PIM Value Index

Posted by Mark Smith on 12 July 2021

We are happy to share some insights about Akeneo Serenity drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

Informatica is Exemplary and Leader in the 2021 PIM Value Index

Posted by Mark Smith on 09 July 2021

We are happy to share some insights about Informatica's Product 360 drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

Topics: Marketing, Data Governance, Data, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, data operations, Office of Revenue

The 2021 Product Information Management Value Index: 16 Vendors to Assess and Select

Posted by Mark Smith on 17 June 2021

I am happy to share insights gleaned from our latest Value Index research, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Product Information Management 2021 is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories...

Topics: Sales, Marketing, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning

Reinventing Product Experiences Through Product Information Management

Posted by Mark Smith on 15 June 2021

Having just completed the 2021 Ventana Research Value Index for Product Information Management, I want to share some of my observations about how the market and category have advanced since our first examination over 15 years ago.

Topics: Marketing, Product Information Management, Price and Revenue Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, Office of Revenue

SAP Service Cloud Bridges the Contact Center and the Back Office

Posted by Keith Dawson on 04 March 2021

The contact center is still, for most businesses, where customer experience is designed, delivered and measured. And as we might expect, customer experience (CX) tools are migrating from where they started point solutions based on narrow functions into broader suites that encompass multi-departmental functions and reach across customer journeys. The goal is to provide more consistency across...

Topics: Customer Experience, Marketing, Voice of the Customer, Contact Center, Digital Commerce, Enterprise Resource Planning, agent management

The Operations and Supply Chain Market Agenda for 2021: Increasing Agility and Resilience of the Supply Chain

Posted by Robert Kugel on 26 February 2021

Ventana Research recently announced its 2021 research agenda for Operations and Supply Chain, continuing the guidance we’ve offered for nearly two decades to help organizations across industries derive optimal value from business technology and improve outcomes.

Topics: Continuous Planning, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain, work experience management

ShipChain Earns our 13th Digital Innovation Award for Operations and Supply Chain

Posted by Mark Smith on 17 November 2020

The annual Ventana Research Digital Innovation Awards showcases advances in the productivity and potential of business applications, as well as technology that contributes significantly to improved efficiency and productivity in the processes and the performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations that advance...

Topics: Continuous Planning, Data, Digital Technology, Operations & Supply Chain, Enterprise Resource Planning, blockchain, continuous supply chain

ServiceNow: Now Platform earns our Overall Digital Innovation Award

Posted by Mark Smith on 06 October 2020

The annual Ventana Research Digital Innovation Awards showcases advances in the productivity and potential of business applications, as well as technology that contributes significantly to improved efficiency and productivity in the processes and the performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations that advance...

Topics: Customer Experience, Human Capital Management, Office of Finance, Contact Center, Workforce Management, Digital Technology, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, robotic finance, employee experience, continuous supply chain, agent management, work experience management

Zuora and Subscription Management: Suite and Platform to Address Digital Business

Posted by Stephen Hurrell on 28 September 2020

The last decade has seen exponential growth amongst subscription-based business models. Pioneered in the B2C market with cloud-based SaaS offerings, the last decade has seen exponential growth in the share of the economy that is now subscription based. Increasingly, this modern business model is permeating throughout more traditional style industries and companies. But regardless of whether a...

Topics: Sales, Customer Experience, Office of Finance, Voice of the Customer, embedded analytics, Analytics, Business Intelligence, Collaboration, Internet of Things, Contact Center, Product Information Management, Price and Revenue Management, Digital Commerce, Enterprise Resource Planning, ERP and Continuous Accounting, natural language processing, robotic finance, revenue and lease accounting, Subscription Management, agent management, intelligent sales, sales enablement, AI and Machine Learning

Subscription and Usage Management Technology Needs for the Modern Economy

Posted by Stephen Hurrell on 11 September 2020

Subscription-based business models have seen exponential growth over the last decade. The growth of this recurring revenue business model, where a subscriber commits to repeatedly pay for a good or device for a fixed or indefinite timeline, has been caused by the shift from the one-time selling of physical products to selling digital services on a subscription basis. The first phase of this...

Topics: Sales, Customer Experience, Office of Finance, Voice of the Customer, embedded analytics, Analytics, Business Intelligence, Collaboration, Internet of Things, Contact Center, Product Information Management, Price and Revenue Management, Digital Commerce, Enterprise Resource Planning, ERP and Continuous Accounting, natural language processing, robotic finance, revenue and lease accounting, Subscription Management, agent management, intelligent sales, sales enablement, AI and Machine Learning

OneStream Wins Our Innovation Award in Office of Finance with Analytic Blend

Posted by Robert Kugel on 13 August 2020

One of the challenges of being a practically minded technology analyst is squaring the importance of “the next big thing” with the reality of what most organizations are doing. For decades it’s been the case that “the next big thing” in the world of information technology is easily several years ahead of where most organizations are in their use of technology. And before most organizations can...

Topics: Human Capital Management, Marketing, Office of Finance, Analytics, Business Intelligence, Sales Performance Management, Financial Performance Management, Price and Revenue Management, Digital Marketing, Work and Resource Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, robotic finance, Predictive Planning, revenue and lease accounting, Subscription Management, intelligent sales, AI and Machine Learning

The Business Continuity Imperative: The Continuous Planning Experience and Organizational Agility in 2020 and Beyond

Posted by Mark Smith on 19 July 2020

Business planning is an essential part of an organization’s focus on its future performance and overall potential because it ensures continuous operations, even in black-swan events. Planning across the entire organization needs to be a critical priority and leadership should give it the attention it deserves. In challenging times, a focus on execution tends to take hold — this is not...

Topics: Sales, Human Capital Management, Office of Finance, Continuous Planning, Analytics, Business Intelligence, Collaboration, Internet of Things, Data, Sales Performance Management, Workforce Management, Financial Performance Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, Total Compensation Management, Predictive Planning, Conversational Computing

Workday Does Source-to-Pay

Posted by Robert Kugel on 19 March 2020

In late February I attended Spark, the Scout annual user group meeting. This was the third and likely the last such meeting, as Scout was recently acquired by Workday. Scout’s users represent a new breed of purchasing managers and executives looking to change the role of the purchasing department. This change is critical for businesses. Saving money is the essential job of sourcing and purchasing...

Topics: Office of Finance, Financial Performance Management, Digital Technology, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, purchasing, procurement, sourcing

The Ventana Research Operations and the Supply Chain Agenda in 2020

Posted by Mark Smith on 26 February 2020

Ventana Research recently announced its 2020 research agenda for operations and the supply chain, continuing the guidance we’ve offered for nearly two decades to help organizations across industries derive optimal value from business technology and improve outcomes. Organizations must shift their focus on technology investments to include not just operational productivity but the efficiency of...

Topics: Continuous Planning, Product Information Management, Price and Revenue Management, Operations & Supply Chain, Enterprise Resource Planning, continuous supply chain

Blockchains Pose Problems of Persistence and Trust

Posted by Robert Kugel on 15 January 2020

I’ve written before about blockchain’s significant potential. A lot of the current discussion on the topic centers on cryptocurrencies and financial trading platforms, both of which are already in operation. However, my focus is on its applicability to business generally, especially in B2B commerce, where I believe there is significant potential for it to serve as a universal data connector....

Topics: Sales, Human Capital Management, business intelligence, Collaboration, Internet of Things, Data, Product Information Management, Digital Commerce, Enterprise Resource Planning, blockchain, candidate engagement, collaborative computing, continuous supply chain

Kinaxis Opens Its Concurrent Planning Platform

Posted by Robert Kugel on 27 December 2019

Kinaxis recently held its annual user conference, Kinexions, which focuses on helping the company’s customers improve their execution of supply chain and sales and operations planning (S&OP). Its RapidResponse software handles S&OP, demand, supply, inventory and capacity planning. S&OP is a function sorely in need of improvement: Our research finds that only 22 percent of companies perform it...

Topics: Continuous Planning, Analytics, Enterprise Resource Planning, continuous supply chain, business digital commerce, AI and Machine Learning

TradeLens Emerges in a New Era of Trade

Posted by Robert Kugel on 17 September 2019

What’s the easiest way to completely immobilize a 500,000-ton ship?

Lose a sheet of paper.

The paperwork that accompanies international trade is a serious source of friction, inefficiency — and therefore cost — in supply chain execution. Trade documentation requires massive amounts of paper that today can be replaced by digital data. In 2018, Maersk, the world’s largest shipping company, teamed...

Topics: Office of Finance, Continuous Planning, Internet of Things, Data, Operations & Supply Chain, Enterprise Resource Planning, blockchain, continuous supply chain

News from the 2019 Infor Innovation Summit

Posted by Robert Kugel on 14 August 2019

Infor recently held their Innovation Summit at Infor corporate headquarters in New York. At this annual event, they spend a good deal of time talking about progress on current initiatives and the exciting parts of the development roadmap. A key focus this year was AI and machine learning with Infor Coleman.

Topics: ERP, Office of Finance, Enterprise Resource Planning

The Promise and Perils of a Platform Strategy

Posted by Robert Kugel on 06 August 2019

“Platform,” as used in the world of technology, originally referred to an operating system on which one could construct software applications. More recently, its usage has been expanded to apply to two types of business models. One enables third parties to create products and services that are complementary to a company’s core technology. For instance, both Apple and Salesforce have attracted a...

Topics: Human Capital Management, Marketing, Office of Finance, Voice of the Customer, Continuous Planning, Information Management, Internet of Things, Workforce Management, Financial Performance Management, Price and Revenue Management, Digital Marketing, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting, robotic finance, Predictive Planning, revenue and lease accounting, collaborative computing, mobile computing, Subscription Management

Oracle NetSuite: Steady as She Goes

Posted by Robert Kugel on 10 May 2019

From my perspective there were two significant takeaways from this year’s SuiteWorld. The first is that, almost two years on from the announced acquisition of NetSuite by Oracle, the combination has achieved its immediate objectives in growing NetSuite’s business, especially in Europe and Asia, and accelerating product development efforts. The second takeaway is that, at least for now, the unit...

Topics: Office of Finance, Financial Performance Management, Enterprise Resource Planning, ERP and Continuous Accounting, robotic finance, Predictive Planning

Supply Chain Management and Sourcing in a New Era of Trade

Posted by Robert Kugel on 22 February 2019

We’re in a new era of trade, the result of converging issues that have been building for at least a decade. Structurally and politically, the liberal ethos that drove the trade environment through the second half of the 20th century and into the 21st has changed. There will be a new equilibrium in the future; getting there, though, will be a bumpy ride. Adding to the challenges posed by a...

Topics: Office of Finance, Recurring Revenue, Continuous Planning, Financial Performance Management, Price and Revenue Management, Inventory Optimization, Operations & Supply Chain, Enterprise Resource Planning, Sales and Operations Planning, ERP and Continuous Accounting, Sales Planning and Analytics, revenue recognition

Wdata Puts the “A” back in FP&A

Posted by Robert Kugel on 13 December 2018

Workiva recently introduced Wdata, a cloud facility for centralizing financial and non-financial information from multiple sources. It frees up time for finance organizations, especially financial planning and analysis (FP&A) groups, to explore conditions and trends in their business because they need to spend less of it gathering data and preparing it for analysis and reporting. Ventana Research...

Topics: Office of Finance, Recurring Revenue, Continuous Planning, Data Governance, Data Preparation, Financial Performance Management, Price and Revenue Management, Enterprise Resource Planning, ERP and Continuous Accounting, Sales Planning and Analytics, revenue recognition

Kinaxis Assists in the Planning of Supply Chains for the New Era of Trade

Posted by Robert Kugel on 06 December 2018

Kinaxis recently held its annual user conference, Kinexions, which focuses on helping the company’s customers improve their execution of supply chain and sales and operations planning (S&OP). This year’s event took place against a backdrop of what is beginning to look like a new and more challenging era of world trade. This will have a significant impact on most product companies with...

Topics: Continuous Planning, Financial Performance Management, Inventory Optimization, Operations & Supply Chain, Enterprise Resource Planning, Sales and Operations Planning

Sales and Operations Planning: Just Mediocre

Posted by Robert Kugel on 15 November 2018

A recent analysis of our sales and operations planning (S&OP) dynamic insight research provides perspective on the current state of this core business process. Using concise web-based surveys, Ventana Research’s Dynamic Insights provide research participants with an immediate assessment of their company’s efforts as well as research- and experience-based advice on potential next steps to improve....

Topics: Continuous Planning, Product Information Management, Inventory Optimization, Work and Resource Management, Operations & Supply Chain, Enterprise Resource Planning, Sales and Operations Planning, Sales Planning and Analytics

Make Accounting Cool (Again)

Posted by Robert Kugel on 12 September 2018

Was accounting ever cool? Well, yes, in a nerdy sort of way. Double-entry bookkeeping, codified in the 15th century by Fra Luca Pacioli, a Franciscan friar and pal of Leonardo Da Vinci, was essential for the expansion of trade and the creation of the modern corporation. Bookkeeping and accounting were as important to economic development as two other financial inventions – insurance and...

Topics: Big Data, Office of Finance, Continuous Planning, business intelligence, Analytics, Financial Performance Management, Enterprise Resource Planning, ERP and Continuous Accounting

Warning: Software Now Mandatory for Lease Accounting

Posted by Robert Kugel on 16 April 2018

Accountants love electronic spreadsheets – and for good reason. They’re a powerful and versatile personal productivity tool and just about everyone knows how to use them. Spreadsheets are the default software tool for accountants because they enable autonomy (you don’t need to ask IT for anything) and they’re free (so you don’t have to make a business case to authorize buying something). Some...

Topics: ERP, Office of Finance, Continuous Accounting, FASB, IASB, CFO, controller, Financial Performance Management, Spreadsheets, Enterprise Resource Planning, ERP and Continuous Accounting, revenue recognition, Accounting, Lease Accounting, real estate, Lease Management, ASC842, IFRS16, leasing

Pricing Software and the CFO

Posted by Robert Kugel on 16 April 2018

Pricing is an issue that almost every for-profit company confronts – and usually agonizes over. Organizations’ approach to pricing can range from centralized to decentralized and from highly disciplined to lax. Whether pricing is best handled in a centralized or decentralized fashion depends a great deal on the markets the company is serving as well as its organizational structure and culture....

Topics: Office of Finance, Financial Performance Management, Price and Revenue Management, Enterprise Resource Planning

Oracle Demonstrates ERP Cloud Progress at OpenWorld

Posted by Robert Kugel on 30 November 2017

Oracle OpenWorld is a fall event that sprawls over a lot of territory – figuratively in terms of the IT landscape and, if you’re in San Francisco, literally. My focus here is on the ERP portion of the company’s software portfolio.

Topics: Office of Finance, Recurring Revenue, Cloud Computing, asc 606, Enterprise Resource Planning, ERP and Continuous Accounting, revenue recognition

Intacct is a Sage Investment

Posted by Robert Kugel on 14 November 2017

Sage Intacct recently held its annual user group meeting. The cloud financial management software service provider targets rapidly growing small- and midsize services companies. Within this broad category, Sage Intacct focuses on verticals including software, financial services, healthcare, nonprofits, wholesale and franchisers.

Topics: Office of Finance, Recurring Revenue, Cloud Computing, asc 606, Enterprise Resource Planning, ERP and Continuous Accounting, revenue recognition

NetSuite Presents New Suites at SuiteWorld

Posted by Robert Kugel on 08 June 2017

I recently attended SuiteWorld, NetSuite’s annual user conference. In the opening keynotes and throughout the event speakers emphasized benefits for NetSuite users resulting from the merger of NetSuite and Oracle, completed last fall. I wrote about this at the time. NetSuite users are likely to benefit from Oracle’s sales and core technology infrastructure. Before the merger, NetSuite’s R&D...

Topics: Human Capital Management, Office of Finance, Recurring Revenue, Cloud Computing, HRMS, Enterprise Resource Planning, ERP and Continuous Accounting

Zuora Acquires Leeyo for Revenue Recognition

Posted by Robert Kugel on 22 May 2017

Zuora, a subscription commerce and billing software company, recently acquired Leeyo, a company that provides software that automates the revenue recognition and forecasting processes. The terms were not disclosed. The acquisition is relevant to subscription-based businesses because of changes to accounting standards about to go into effect that will have a significant impact on how they account...

Topics: Customer Experience, Human Capital Management, Office of Finance, Continuous Planning, Contact Center, Financial Performance Management, Enterprise Resource Planning, ERP and Continuous Accounting

Oracle Growing ERP in Cloud

Posted by Robert Kugel on 17 April 2017

Oracle recently held its second ERP Cloud Summit with industry analysts. The all-day event wasn’t just about ERP. The company covered a range of its business applications, including financial performance management as well as its Adaptive Intelligent Applications. And it wasn’t just about the cloud. After more than a decade of steady developments, ERP systems have begun to change fundamentally,...

Topics: Big Data, Data Science, Mobile, Customer Experience, Human Capital Management, Machine Learning, Office of Finance, Analytics, Data Integration, Internet of Things, Cognitive Computing, HRMS, Financial Performance Management, Mobile Marketing Digital Commerce, Digital Marketing, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, ERP and Continuous Accounting

ERP on the Brink of Change

Posted by Robert Kugel on 07 April 2017

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...

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

Digital Process Reengineering Drives Business Change

Posted by Robert Kugel on 23 March 2017

Business process reengineering was a consulting fashion in the early 1990s that spurred many companies to purchase their first ERP systems. BPR proposes a fundamental redesign of core business processes to achieve substantial improvements in market and customer responsiveness, productivity, cycle times and quality. ERP systems support business process reengineering by guiding the step-by-step...

Topics: Big Data, Data Science, Mobile, Customer Analytics, Customer Experience, Machine Learning, Office of Finance, Wearable Computing, Continuous Planning, Analytics, Business Intelligence, Cloud Computing, Data Integration, Internet of Things, Financial Performance Management, Digital Technology, Digital Marketing, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, Machine Learning and Cognitive Computing, ERP and Continuous Accounting, Sales Planning and Analytics

The Office of Finance Research Agenda for 2017

Posted by Robert Kugel on 16 February 2017

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...

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

Oracle Plus NetSuite Equals More

Posted by Robert Kugel on 16 December 2016

Oracle and NetSuite have completed their merger. The combination is likely to be positive for customers because NetSuite will have access to “more,” a word repeated many times over the course of Oracle’s post-acquisition webcast. Existing NetSuite customers will benefit from increased investment as well as economies of scale that Oracle can bring to R&D and sales and marketing. Oracle has stated...

Topics: Sales, Customer Experience, Human Capital Management, Marketing, Office of Finance, Continuous Planning, Customer Service, HRMS, Price and Revenue Management, Work and Resource Management, Digital Commerce, Operations & Supply Chain, Enterprise Resource Planning, Sales and Operations Planning