ISG Software Research Analyst Perspectives

Anaplan is a Value Index Leader for Validation in Sales Performance Management

Posted by Mark Smith on 09 December 2019

Here are some insights on Anaplan drawn from our latest Value Index research, which provides an analytic assessment of how well vendor offerings address buyers’ requirements. The Ventana Research Value Index on Sales Performance Management 2019 is the distillation of a year of market and product research efforts by Ventana Research. We evaluated Anaplan and eight other vendors in seven...

Topics: Sales, Customer Experience, Office of Finance, Analytics, Contact Center, Data, Sales Performance Management, Financial Performance Management, Digital Technology, Digital Commerce, Predictive Planning, Conversational Computing, collaborative computing, mobile computing, Subscription Management, agent management, intelligent sales, AI and Machine Learning

Varicent is a Value Index Leader in Sales Performance Management

Posted by Mark Smith on 06 December 2019

With the backing of Great Hill Partners and Spectrum Equity, the company Varicent Software launched on Jan. 1st, purchasing IBM’s Sales Performance Management (SPM) assets and hiring employees from IBM’s SPM group. They will join a new team that includes Varicent’s original founders and key leadership.

This set of insights is drawn from our latest Value Index research, which provides an analytic...

Topics: Sales, Customer Experience, Office of Finance, Analytics, Contact Center, Data, Sales Performance Management, Financial Performance Management, Digital Technology, Digital Commerce, Predictive Planning, Conversational Computing, collaborative computing, mobile computing, Subscription Management, agent management, intelligent sales, AI and Machine Learning

Xactly Demonstrates Strong Performance in SPM Value Index

Posted by Mark Smith on 04 December 2019

Here are some insights on Xactly drawn from our latest Value Index research, which provides an analytic assessment of how well vendor offerings address buyers’ requirements. The Ventana Research Value Index on Sales Performance Management 2019 is the distillation of a year of market and product research efforts by Ventana Research. We evaluated Xactly and eight other vendors in seven categories,...

Topics: Sales, Customer Experience, Office of Finance, Analytics, Contact Center, Data, Sales Performance Management, Financial Performance Management, Digital Technology, Digital Commerce, Predictive Planning, Conversational Computing, collaborative computing, mobile computing, Subscription Management, agent management, intelligent sales, AI and Machine Learning

Cutting Audit Costs Significantly? It’s Actually Possible

Posted by Robert Kugel on 03 December 2019

For years I’ve viewed with skepticism the claim that one technology or another will reduce audit costs. For one, there’s rarely a silver bullet. An array of moving parts drive audit fees. For example, the complexity of the corporation, accounting data management and the audit staff’s familiarity with the industry and the company all affect the time auditors must spend. Also, most of the time I’ve...

Topics: Office of Finance, Analytics, Business Intelligence, Financial Performance Management, ERP and Continuous Accounting, robotic finance, AI and Machine Learning

CFOs in Midsize Companies Face Challenges

Posted by Robert Kugel on 25 November 2019

Ventana Research recently published benchmark research findings on the Office of Finance, many of which show a trend in the right direction. Organizations are closing the books sooner; financial planning and analysis has improved; and companies are more frequently establishing Finance IT groups to manage the increasingly technological requirements for effectiveness.

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

FP&A Performance Is Improving, But …

Posted by Robert Kugel on 06 November 2019

The financial planning and analysis (FP&A) group is the linchpin of any transformation effort in the Office of Finance. Our recently completed Office of Finance benchmark research was conducted against the backdrop of the idea that finance organizations must play a more strategic role in the management of the modern organization. This transformation envisions a finance department that’s more of a...

Topics: Office of Finance, embedded analytics, Analytics, Financial Performance Management, robotic finance, Predictive Planning

Identifying the Leaders in Sales Performance Management

Posted by Mark Smith on 31 October 2019

I am happy to share some insights from our latest Value Index research, which rates how well vendors’ offerings meet buyers’ requirements in seven categories, five relevant to the product (adaptability, capability, manageability, reliability and usability) and two related to the vendor (TCO/ROI and vendor validation). The Ventana Research Value Index: Sales Performance Management 2019 is the...

Topics: Sales, Customer Experience, Office of Finance, Analytics, Contact Center, Data, Sales Performance Management, Financial Performance Management, Digital Technology, Digital Commerce, Predictive Planning, Conversational Computing, collaborative computing, mobile computing, Subscription Management, agent management, intelligent sales, AI and Machine Learning

Achieve Fatter Margins with Dynamic CPQ

Posted by Robert Kugel on 30 October 2019

Configure, price and quote (CPQ) software has been around for decades. Lately, I’ve been using the term “Dynamic CPQ” to apply to a variant of this software category that explicitly aims to produce a quote that optimizes the trade-off between the profitability of a deal and the probability of closing a sale. Dynamic CPQ software is a hybrid of price and revenue optimization (PRO) software and...

Topics: Customer Experience, Office of Finance, Data Preparation, Information Management, Sales Performance Management, Financial Performance Management, Price and Revenue Management, robotic finance, revenue and lease accounting, sales enablement

The Science of Sales Performance Management

Posted by Mark Smith on 24 October 2019

Ensuring that the sales organization contributes as fully as possible to the success of the organization — to revenue, growth, prof itability and the overall customer experience — requires not only dedication but effective strategy and planning. A well-developed strategy and plan to utilize current and future sales talent is essential for the best possible sales performance. To carry out this...

Topics: Sales, Customer Experience, Office of Finance, Analytics, Contact Center, Data, Sales Performance Management, Financial Performance Management, Digital Technology, Digital Commerce, Predictive Planning, Conversational Computing, collaborative computing, mobile computing, Subscription Management, agent management, intelligent sales, AI and Machine Learning

Be FIT: Modern Finance Needs Finance IT

Posted by Robert Kugel on 17 October 2019

The traditional office of finance has five main organs: accounting keeps the books; financial planning and analysis (FP&A) analyzes performance and manages the forward-looking activities of the company such as planning, budgeting and forecasting; corporate finance raises outside money; treasury takes care of the cash and bank accounts, and tax. The modern office of finance requires a sixth:...

Topics: Office of Finance, Analytics, Financial Performance Management, Price and Revenue Management, Digital Technology, Operations & Supply Chain, ERP and Continuous Accounting, blockchain, robotic finance, Predictive Planning, Conversational Computing, revenue and lease accounting, collaborative computing, Subscription Management, AI and Machine Learning

Finally, a Faster Close

Posted by Robert Kugel on 07 October 2019

A quarter century ago the “fast, clean close” became a key measure of a finance and accounting department’s effectiveness. Since then there has been general agreement that companies should be able to close their books within a business week. Our research on the accounting close has consistently shown that companies with very similar characteristics (measured in terms of revenue, number of...

Topics: Office of Finance, Financial Performance Management, ERP and Continuous Accounting, robotic finance

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

How to Prove You Aren’t a Dog: Blockchains For Identity Management and Certification

Posted by Robert Kugel on 22 May 2019

Identity management is an old problem that has taken on new dimensions in the digital world. In 1993, at the dawn of the World Wide Web (WWW), The New Yorker ran a cartoon featuring two dogs talking, one perched in front of a computer. The caption reads: “On the Internet, nobody knows you’re a dog.” The phrase quickly evolved into a meme highlighting the issue of identity uncertainty in the new...

Topics: Human Capital Management, Office of Finance, Learning Management, Internet of Things, Data, Workforce Management, Digital Technology, ERP and Continuous Accounting, blockchain, candidate engagement, collaborative computing

Business Planning: Establish a Continuous and More Effective Path to Planning

Posted by Robert Kugel on 17 May 2019

Business planning in most companies is a relic, a process hemmed in by obsolete conceptions of what it can be. “Business planning” encompasses all of the forward-looking activities in which companies routinely engage, including marketing, sales, customer, supply chain and workforce planning as well as budgeting. In our view companies today can fundamentally change how they plan thanks to the...

Topics: Office of Finance, Financial Performance Management, Price and Revenue Management, ERP and Continuous Accounting, robotic finance, Predictive Planning, revenue and lease accounting

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

Prophix Supports the Strategic Midsize CFO

Posted by Robert Kugel on 26 April 2019

Prophix is a financial performance management (FPM) suite from Prophix Software offering statutory financial consolidation, planning, budgeting and reporting capabilities designed expressly for midsize companies and divisions of larger corporations. The chief financial officer of a midsize company faces a different set of challenges than those in larger corporations or small businesses. A midsize...

Topics: Office of Finance, Financial Performance Management, Predictive Planning

Scout RFP is Reimagining Sourcing and Procurement

Posted by Robert Kugel on 13 March 2019

Last week, Scout RFP held their 2nd annual user conference, Spark 2019. Scout’s software is designed to manage sourcing and procurement processes in companies. Even with a very targeted focus, there was one key aspect that stood out compared to all the other conferences I usually attend; Spark 2019 mainly focused on customer success with little time devoted to promoting the software itself....

Topics: ERP, Office of Finance, FPM, Price and Revenue Management, procurement, Predictive Planning, sourcing, Scout RFP

Blockchain's Presence at IBM THINK 2019

Posted by Robert Kugel on 25 February 2019

IBM’s THINK conference, just held this February in San Francisco, is IBM's annual user conference. THINK is designed to showcase upcoming product updates and releases from IBM, along with provide best practices on a wide range of topics. While many technologies were on display, there is one topic in particular I wanted to cover this year: Blockchain.

Topics: Office of Finance, IBM, Financial Performance Management, FPM, Digital Technology, blockchain