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

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


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

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


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

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


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...

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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



ADP recently held its annual analyst day in the company’s new innovation center in the Chelsea district of Manhattan. The location emphasized what ADP wanted to get across to the analyst community at the event: that it intends to become a significant vendor of human capital management (HCM) software based in the cloud. ADP hopes to broaden its business from being largely an outsourcing vendor of...

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Topics: Big Data, Mobile, Social Media, HCM, Human Capital Management, Office of Finance, Predictive, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Mobility, Workforce Performance, compliance, HR, HRMS, Healthcare Compliance


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

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


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

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


The human resources management system (HRMS) have been a central part of human resources departments for decades. Though useful to HR, these systems have also been static. Speaking generally, their functionality has not advanced greatly while other technologies have made great strides, and the information in them has been restricted to mostly use by HR professionals. However, along with growth in...

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Topics: Big Data, Mobile, Social Media, HCM, TM, WFM, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Information Applications, Workforce Performance, HRMS, Talent Management, Workforce Management, HR Management, HRIS


In the past year Workday has been making efforts to improve its human capital management (HCM) suite focused directly on the core human resources management systems and talent management software. In my previous analyst perspective about Workday I looked at its mobile capabilities for HCM. These additions, in concert with the enhancements discussed here, offer useful improvements. I have also...

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Topics: Big Data, Mobile, Social Media, HCM, Recruiting, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Cloud Computing, Customer & Contact Center, Workforce Performance, Workday, HR/Payroll


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

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


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

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


The developed world has an embarrassment of riches when it comes to information technology. Individuals walk around with far more computing power and data storage in their pockets than was required to send men to the moon. People routinely hold on their laps what would have been considered a supercomputer a generation ago. There is a wealth of information available on the Web. And the costs of...

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Topics: Big Data, Mobile, Predictive Analytics, Sales Performance, Social Media, Customer Experience, Performance, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Intelligence, Business Performance, Customer & Contact Center, Financial Performance, IBM, finance, Sales Performance Management, Social, Financial Performance Management, SPSS


Information Builders announced two major new products at its recent annual user summit. The first was InfoDiscovery, a tool for ad hoc data analysis and visual discovery. The second was iWay Sentinel, which allows administrators to manage applications in a proactive and dynamic manner. Being a privately held company, Information Builders is not a household name, but it is a major provider of...

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Topics: Mobile, IT Performance, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Information Applications, Information Builders, Information Management, Internet of Things, Operational Intelligence, InfoDiscovery


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...

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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...

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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


Ultimate Software is one of the larger players in the market for human capital management (HCM) software, with roots in providing human resources and payroll management products. Recently I attended its annual Connections conference. Last year the company focused attention on expansion of its global capabilities, which I analyzed, while this year it highlighted broadening and modernizing of the...

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Topics: Mobile, HCM, Office of Finance, Recruiting, Ultimate Software, Business Collaboration, Workforce Performance, Compensation, HRMS, Talent Management, HR Management


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...

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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


From my perspective, Infor’s strategy to accelerate revenue growth is to offer companies more innovation and a lower and more predictable cost of ownership than its rivals in the business software market; its products include the major categories of ERP, human resources and financial performance management. It aims to innovate by focusing on improving the user experience and to lower costs by...

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


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...

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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


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