Analyst Perspectives

According to IBM everything now has to be “smart,” and its latest announcement heralding smarter commerce addresses customer-related activities. I find it interesting, as I have been researching for some time about the need for a smarter agent desktop and smarter Web self-service. My perspective, derived from observations in my research, is that companies need to focus on effectiveness in providing positive customer experiences rather than today’s almost exclusive focus on efficiency in...

When I entered the human capital management space over a decade ago, the Internet had just started to transform the way companies recruit, hire and manage their workforces. Since then the technological transformations have been astounding: Social media, mobile devices and cloud computing are just a few. And although every talent acquisition and talent management system available today is about getting users to the short list of qualified applicants faster and more accurately and managing all...

The new CEO of Hewlett-Packard, Leo Apotheker, has unveiled his vision of the future in the consumer and enterprise markets. His announcement carried some suspense after interviews in which he said “HP has lost its soul” and added that he will “get rid of cynics” inside HP who try to undercut his mission. Now Leo has defined what his company calls Everybody On, which is described as “seamless, secure, context-aware experiences for a connected world.” He intends that HP will reposition itself in...

The business intelligence (BI) technology market is undergoing a revolution. I’ve been working in this segment for 20 years, and it is and has been an exciting market in which to work, but its dynamic nature can be daunting to organizations trying to evaluate, purchase and deploy BI to improve their business processes. And despite the advances our benchmark research shows high levels of dissatisfaction with and immaturity in BI capabilities within organizations.

One of the many interesting findings that came out of Ventana Research’s comprehensive benchmark research on business analytics was partly buried in an analysis of maturity groups. The Maturity Index of our research benchmarks classifies organizations at four maturity levels (from bottom to top, Tactical, Advanced, Strategic and Innovative) in each of four categories: People, Process, Information and Technology. We’ve conducted more than 100 benchmarks during the past seven years, covering...

There is a lot of talk today about customer experience management, but use of the term is vague, much as customer relationship management meant different things to different people. For some it is much the same as CRM, for others it is about using the voice of the customer to gain insights to make customer-related decisions. I have another view. Let’s consider phone calls, which according to my research into the use of technology in contact centers, is still the main way consumers interact with...

I recently attended SAS Institute’s annual analyst conference. My colleague covered the multibillion-dollar company’s strategy and the event. Now I want to look into some of the details of SAS’s products for business analytics and how they are supported with business intelligence (BI), and information management. Although SAS is not a publicly traded company and therefore is not required to make the financial disclosures that others are, the company revealed numerous financial statistics....

The hospitality industry has a complex structure. It is highly fragmented, with many small operations but also a significant number of global companies. Moreover, a property can be managed by one company (the brand name over the door) yet owned by another, which might be a one-off local real-estate partnership or a larger-scale owner of multiple sites. The consumer side of hospitality has its own challenges as well, resulting from the dramatic shifts brought about by the Internet in how people...

The just-concluded SAS Institute analyst summit (Twitter: #SASSB) provided the annual update on the company’s performance, strategy, products and customers. My analysis of last year’s event talked about its continuation of its product roadmap to new customer acquisition and the broadening of its underlying platform, applications and vertical solutions. SAS is no small-time mover and shaker when it comes to the analytics industry; it extends from technology to tools and applications across...

The contact center market is buzzing with talk about cloud-based computing. It began with applications such as CRM from salesforce.com, then came IBM with services based on hardware in the cloud and recently vendors such as Contactual, inContact, and LiveOps have brought nearly complete contact centers into the cloud. As well, vendors such as Interactive Intelligence have announced communications in the cloud. Now I have always considered public communications to be in the cloud: How else does...

The state of the economy has intensified scrutiny of organizations’ people assets, and so we’re seeing new dialogues about human capital management. Deriving full value from the people in a workforce requires more than just HR managing annual performance reviews or occasional scrutiny of the compensation processes for increases to merit pay or incremental incentives. Investing wisely in workforce-related processes requires assessment and optimization using analytics that can provide a lens on...

Hello there! Starting this week, I’m part of the best independent research team in the business – the Ventana Research team – and I couldn’t be more thrilled. As the song goes, “What a long, strange trip it’s been” to get here.

Running a contact center has never been easy, and today it is harder than ever. Customers have become more demanding of good service and less tolerant of errors and are inclined to communicate over multiple channels of communications. Companies not only have to get all the technology together to handle all these forms of interactions but must also ensure that their contact center agents are working as efficiently and effectively as possible. My latest research into the technologies companies...

The just-concluded SAS Institute analyst summit (Twitter: #SASSB) provided the annual update on the company’s performance, strategy, products and customers. My analysis of last year’s event talked about its continuation of its product roadmap to new customer acquisition and the broadening of its underlying platform, applications and vertical solutions. SAS is no small-time mover and shaker when it comes to the analytics industry; it extends from technology to tools and applications across...

With the new year has come a significant advance in contact center technologies, enabling enterprises to roll out new applications and interaction-handling processes in record time. What used to take six months to a year to develop and deploy – and that was considered fast! – can now be done in a week or two, creating more potential for innovation in contact centers than I have seen in the last 20 years.

Last week SAP launched the 4.0 Release of its Business Intelligence and Enterprise Information Management products in conjunction with the New York City stop on its “SAP Run Better Tour”. My colleague Mark Smith has already covered the announcement in the context of some of today’s major technology trends. In this post, I’ll focus on the specifics of the product announcements.

SAP has reached a critical milestone in launching version 4 of its business intelligence (BI) and enterprise information management (EIM) product suite from its SAP BusinessObjects portfolio. These offerings, currently in final beta testing, will be released as a collection of software products by midyear.

The talent management software market has and continues to consolidate dramatically through acquisitions. The trend is to bring together processes and applications for hiring, onboarding, performance assessment, compensation, succession planning and analytics. As the race continues to attract customers and users by presenting the most integrated suite of applications, a new market segment has evolved in the shadows and is now taking the stage in talent management. Talent Technology, a vendor in...

The technology analyst industry has ended its barrage of exuberant predictions for the new year. After digesting all of these commentaries (some were a challenge, I admit), we need to stop our predicting and instead start a discussion about what all of us ought to be doing. From my perspective, that should be an annual statement of direction, what we here call the research agenda. I have decided it is time to remind all of us what this important activity is and why it is really important to see...

The new year has brought a revolution in business technologies that allows enterprises to roll out new applications, processes and services in record time. What used to take a business six months to a year to develop and deploy – and not too long ago that was considered fast! – can now be done in a week or two, making enterprise application and business intelligence deployments of the recent past seem more like ancient history.

Recently I wrote that Genesys is transforming itself from a near-pure-play CTI/call routing vendor into an agent performance and customer experience management vendor. If you look at its parent company, Alcatel-Lucent, you can begin to understand why. Alcatel-Lucent has three basic businesses – voice networks, data networks and Genesys. Its 2010 results show that voice represents 48 percent of the business, data 21 percent and Genesys 31 percent; growth came from its data networks and Genesys...

NICE Systems has announced its financial results for 2010, and they make impressive reading in what many consider a difficult market, for contact center systems. I’m not prone to quoting financial figures, but with revenues up to US$695 million (from US$589 million) and non-GAAP profit and margin up to US$451.9 million and 65%, respectively (from US$371.1 million and 63.1%), it certainly seems NICE’s customers are in safe hands. The company also is generating lots of cash, so potential...

My latest research into contact center analytics shows how important it has become for companies to improve the way they monitor and assess the performance of their centers. In fact 41% said they could significantly improve the performance of their centers by using analytics, and 47% think they could improve somewhat. Their main requirements are to have more real-time operational analysis and metrics – that is, better insights into what is going on in their centers at the moment people need to...

In the contact center market Genesys is synonymous with computer/telephony integration (CTI) and call routing. It was the first vendor to combine routing of calls to agents and using CTI to pop screens onto the agent’s desktop when the call was put through. Genesys has been adding products to its portfolio and now has expanded into what Ventana Research terms agent performance management (APM) and our benchmark research. Many vendors and other analyst firms use the term workforce optimization...

The sun is shining and the birds are singing here in the Bay Area; in other climes, they aren’t. In recent years, I’m pleased to report, I’ve been spared having to deal with weather challenges in getting to the office. That’s in part because snow, sleet and hail aren’t a normal part of our weather here, but also in part because our physical office is a less important part of our operations than has ever been the case, so I can more often do my work from home.

I have written before about enterprise risk management, which is an essential piece of both performance management and corporate governance. Every aspect of business entails risk. Everyone who makes a business decision is – whether consciously or not – making trade-offs between risk and reward. Assessing risk is tricky in business because it means different things to different people depending on where they work and their specific role in an organization. From a broad view, risk management...

Social media, the newest channel of communication across the Internet, is increasingly being used to influence, but also to deliver advice and research. I wrote about this revolution last year (See: “The Social Media Revolution in Industry Analyst Community”), reporting on the transformation that is underway and the work of our firm along with Altimeter Group and dozens of other active industry analysts. While some industry analysts are aggressively engaged in social media, using Twitter and...

If you listen to salesforce.com (SFDC) then you’d have to believe the answer is an emphatic “Yes.”

The new year started off with a bang in the human capital management software market as SumTotal Systems acquired GeoLearning, a leading learning management system (LMS) software vendor.

In a very quiet and very subtle move, Callidus Software  (NASDAQ: CALD) has offered to purchase the assets of ForceLogix for about $3.75 million. This sales applications software company provides sales coaching software to help sales managers realize the full value of their sales representatives. In 2010, Callidus Software entered into an OEM agreement to embed ForceLogix within a new offering called Sales Coaching; it clearly concluded that the opportunity to expose the application to further...

Contact centers face a number of challenges beyond simply answering customer calls. Among them are improving  customer satisfaction, increasing the number of calls resolved at the first attempt and ensuring agents comply with  regulations. But chief among these, my research into contact center analytics shows, is the mandate to reduce the average length of time it takes to complete calls.

Wall Street has many leading indicators to work with, some serious – such as housing starts and the purchasing managers’ index – and some done a bit tongue-in-cheek. One of the latter is the Super Bowl Indicator, which says that if a team from the original National Football League wins the game, the market will be up for the year, but if an old American Football League team wins it, the market will be down. The amazing thing is that so far this heuristic has an accuracy rate better than 75%! On...

At the 2010 Dreamforce conference (Twitter #df10) in San Francisco, about 18,000 people gathered to learn about the latest in salesforce.com’s applications and technology. Attendees from sales organizations might have been looking for some depth on the next generation of applications to support their sales processes or what the vendor will do to help sales managers manage, sales reps sell products and sales operations support it all. Certainly it’s reasonable for a sales force automation (SFA)...

At the SAP Global Influencer Summit (Twitter #SAPSummit) that I just assessed the company addressed, among many other things, its SAP CRM vision and recent advances. SAP has shifted its focus from standard customer relationship management (CRM) to the customer lines of business where professionals increasingly see that the enterprise customer experience should span channels and processes in marketing, sales and customer service. SAP now is focusing on specializing its applications for a...

No one has seemed to notice that in the last several months, Hewlett-Packard has quietly made changes to its participation in the enterprise software market; this will significantly change HP’s value for CIOs and IT organizations in regards to business intelligence (BI) technologies.

Most people involved with contact centers know of NICE Systems and its SmartCenter suite of workforce optimization products that support key contact center management capabilities such as call recording, quality monitoring, workforce management, customer feedback management and a variety of performance management and analytics tools. NICE recently received the top ranked Hot Vendor rating in the Ventana Research 2010 Value Index for Agent Performance Management.

All the buzz in the contact center market these days is about the “contact center in the cloud.” I have written on the subject, in particular “Is a Contact Center in the Cloud a Reality?” and “Will Cloud Computing Finally Bring Innovation to the Contact Center?”. In considering this issue my thinking focuses on what goes into a contact center and then what vendors offer these systems in the cloud. At the risk of oversimplifying things, I believe a contact center has two core components –...

I have written a couple of pieces this year about the exciting news that a few vendors are now able to provide companies with a call center they can access in the Internet cloud – Will Cloud Computing Finally Bring Innovation to the Contact Center? and Is a “Contact Center in the Cloud” a Reality? There is currently a lot of hype around any kind of cloud-based computing, and the same is true of the contact center. From my perspective, people should be clear about what this phrase really means....

At its annual user conference in Las Vegas, Kronos unveiled the next stage of its approach to workforce management to its customers and partners, showing an aggressively confident posture after completing its fiscal year 2010 with revenue increased 9 percent to $741 million. Kronos is the largest provider of workforce management systems for time and attendance, scheduling, absence tracking, hiring and workforce analytics. Kronos offers the software in several delivery options: through...

Among the important findings of our latest benchmark research on contact center analytics were these two: 88 percent of companies said they can use analytics to improve the performance of the contact center (41% said they could make significant improvement), and the main issue holding them back from doing that is an excessive reliance on spreadsheets (90% indicated they use spreadsheets on a regular or universal basis).

I’ve written quite a bit about integrated business planning (IBP), which is the process of connecting aspects of the planning function across an organization to improve its internal alignment and financial performance. IBP begins with operational – rather than financial – planning (that is, budgeting) because it’s about running the business and figuring out how to make the financial aspects work to support the business plan. IBP is especially important for corporations in which projects can...

Mobile computing isn’t new anymore. The capabilities of smartphones, among other things, enable businesses to run applications across an enterprise and workers to collaborate across business and social networks. In this endeavor Microsoft was early to market with its Windows CE devices that provided e-mail and Web browsing to phones. For the first years it was a low-level battle among Microsoft, RIM Blackberry and Palm as well as Nokia devices that were used mostly in Europe. In the last few...

Merced Systems provides software to support performance management in both sales and service. Its products extract data from various systems to produce business-related reports, dashboards, scorecards and analysis that help companies improve performance in these two key functions. To further its efforts, Merced recently invited around 100 partners, customers and prospects to its 360 Degree Performance Management Forum in London. As well as the usual presentations and demonstrations to convey...

At its annual conference Oracle OpenWorld this year Oracle flexed its muscles as a technology giant. The company has been steadily growing through acquisitions to expand its database, middleware and applications, and the recent acquisition of Sun Microsystems gives it a way to sell hardware for servers and storage. This momentum is enabling Oracle to develop new streams of revenue, which were on display at OpenWorld in offerings such as a new generation of appliances from Oracle Exalogic for...

Most people would describe Teradata as a data warehouse and analytics vendor as my colleague has reviewed its core technology. In addition to that, through its own development and by partnering, the company has branched out into the applications market. One such application is Teradata Relationship Manager (TRM) main purpose is to personalize customer interactions, regardless of channel or type of interaction, although its target area is predominantly marketing.

My research over seven years persistently shows that the two main business objectives in a contact center are to reduce average call-handling time (AHT) and improve customer satisfaction. It doesn't seem unreasonable to ask why after all this time most companies haven't come up with solutions to these challenges. To find the answer, I think you have to look at the causes. I believe the big two are that "not all agents are equal" - some are more successful at handling calls than others - and...

SAS is a presence in analytics of virtually every kind and my colleague the broader value of SAS earlier this year. Only a couple of months back I wrote briefly about one of its newest offerings, Social Media Analytics. Since then I have had a chance to see this product in action. While the current version isn’t what I would describe as on the leading edge, it provides capabilities companies need right now. In simple terms it lets companies farm data from multiple social media sites (using...

As part of its recent IBM Business Analytics Industry Analyst Summit, I participated in a demonstration of IBM Business Analytics Workshop, a simulation that the company uses to demonstrate the capabilities of its performance management software. Rather than offering a canned demo or a Microsoft PowerPoint deck, the workshop gives a team of individuals from a company a reasonably realistic interactive experience of using the software for a purpose. The group starts with a set of financial goals...

With the ongoing spate of mergers and acquisitions in the software industry, I’d like to offer some perspective on what these acquisitions mean to software-purchasing organizations. Think of the software industry as a thriving ecosystem, with large software companies at the top of the food chain. Small companies are formed and, if they have an interesting idea and some good marketing, they grow. The really good ones may continue to grow and be independent, but most of the good ideas eventually...

Here’s a big shout-out to the Ventana Research community. I’m happy to be here. I think it would be appropriate to introduce myself and tell you a little bit about why I’m here and what I hope to accomplish as a member of the Ventana Research team.

At Oracle OpenWorld this week the company announced its next generation of business applications call Oracle Fusion Application ,  , which Larry Ellison touted in his closing day keynote at last year's conference, as I noted then. I attended the conference partly to learn what Oracle is doing in providing applications for sales organizations. In the late 1990s Siebel Systems introduced customer relationship management (CRM), which proved to be the next generation of sales-assisting technology...

IBM has announced its intention to acquire OpenPages, a privately held, Massachusetts-based software company focused on governance, risk and compliance (GRC). I noted that after the deal finishes, the business will reside within IBM’s analytics group rather than in document management; this arrangement signals IBM’s intention to integrate its collaboration and communications around performance management (and achieve a fusion of text and data) and sharpen the ability of OpenPages to get an...

Actuate has announced a major new version of its software called ActuateOne. Its technology is integrated in a single platform and set of tools for performance management, analytics, business intelligence (BI) and information applications; the product can be managed on-premises or in the cloud and is accessible via mobile devices such as the Apple iPhone and iPad. Actuate has been in the BI market since the 1990s; this release counts as version 11, which by itself represents a significant...

On Tuesday in Silicon Valley, SAP introduced its latest business software: business analytics applications for specific vertical industries. The event was kicked off by SAP co-CEO Bill McDermott, who demonstrated the simplicity of the applications on an Apple iPad, which has become the demonstration system of choice for SAP as well as a tool it provides for its sales force. Bill and EVP of Business Analytics Keith Costello provided a glimpse of the applications’ capabilities as part of the...

On Wednesday, September 9, 2010 the massive marketing machine called salesforce.com rolled into London to stage its 2010 Cloudforce event at the Royal Festival Hall. The clout of CEO Mark Benioff and his team in the IT industry was evident in the fact that at short notice they could postpone the event by a day and still get about 3,000 attendees, stage a massive partner show and put on a keynote speech and side events that kept the attendees busy and informed about latest developments with...

Looking forward to Oracle OpenWorld, I was recalling that about 20 years ago, when I started covering the software industry as a Wall St. analyst, I paid a visit to the company. There were many fewer database-shaped glass buildings there in Redwood Shores then but the lack of corporate focus on business applications and users remains unchanged.

At the eye of the tornado of accusations, rumors and gossip in Silicon Valley that began with CEO Mark Hurd’s departure from Hewlett-Packard are the internal politics and lack of management procedures and oversight at the company. I have pointed out a connection not discussed elsewhere to issues around the enterprise software efforts at HP (See: “HP Scandal Reflects on Enterprise Software Issue“). Now with Oracle CEO Larry Ellison’s hiring of Hurd as president and appointment of him to the ...

My research continues to show that the most important key performance indicator (KPI) for call centers is average call-handling time (AHT). Furthermore, second in importance only to improving customer satisfaction is the challenge of reducing operating costs, which invariably involves trying to reduce AHT, which contact centers need to do without negatively impacting customer satisfaction. An indicator of the complexity of this issue is its persistence as one of the longest-running and most...

Over the last decade in my research into contact center operations has revolved around the four operational challenges faced by center managers: to reduce average call-handling time, increase agent utilization, increase customer satisfaction and one recently gaining in importance, to increase first-contact-resolution rates. The first two clearly relate to the core issue of reducing operational costs; the latter two focus on customer retention. At the center of meeting all these challenges are...

I have been doing research into customer relationship management (CRM), contact centers and analytics for seven years. Throughout that time some customer-related themes have remained constant: Companies say their top driver is to improve customer satisfaction; customer experience management (CEM) has overtaken CRM as a top priority; and companies still search for a 360-degree view of the customer (which now is often called “the voice of the customer”). For many companies these themes remain...

The rapid evolution of business on the Internet has dramatically changed many organizations’ strategies for growth and profitability, especially those in the retail sector. I have written about the importance of analytics overall and in retail, but many companies are maturing slowly in using them to analyze electronic business and commerce. Data derived from analytics can enable them to manage the cycle from electronic merchandising and promotions to assessing interactions with sales categories...

The market for operational intelligence (OI) has grown as organizations realize the importance of having information in real time and in the right context. To accomplish this requires that operational data is processed as it happens, commonly by being packaged into what are called events and made available through technologies for complex event processing or event monitoring. Operational intelligence has long been part of our research focus. In benchmark research on it, we found that optimizing...

Activity Based Costing (ABC) is one several popular techniques to apply marginal cost analysis to arrive at a more accurate measure of a product’s true economic cost. It became popular in the United States starting in the 1980s (earlier in Germany) as it became clear to many that traditional cost accounting techniques do not reflect the true, economic cost of production in complex, multi-product environments. Consequently, companies might price items higher than they should and lose market...

In my writing and speaking, I try to avoid “market babble,” which numbs ordinary readers with technology buzzwords and three-letter acronyms. Lately I have been accused of overusing the phrase “interaction-handling processes,” which some people have taken as an instance of market-speak. So I’ll explain what I mean by it. It has to do with contact center agents – or customer service representatives, if you prefer – trying to resolve customers’ issues. When handling a call, for example, this...

My research into Customer Experience Management shows that four of the top five factors that influence a customer’s experience in dealing with a contact center relate to agents: their attitudes, understanding of the customer’s issue, ability to resolve issues the first time and general knowledge (third on the list was average queue times). The research also shows that the largest volumes of actionable interactions are still phone calls to a contact center; social media interactions perhaps...

In a second move indicating its seriousness about competing in the market for marketing software, IBM announced its offer to acquire publicly traded Unica Corp. Unica is one of the larger providers in this space, with more than $100 million in annual revenue and 1,500 customers worldwide. Its success in very large marketing organizations, including brand-name customers Best Buy, Marriott and IBM itself, enabled it to be one of the few that has continued to grow in the challenging economic...

I’ve focused attention of integrated business planning for the past several years as our benchmark research on business planning and other related topics consistently finds companies are not getting enough of a return on the considerable amount of time and effort they spend on budgeting and planning. Moreover, the current economic climate makes substantive contingency planning more important than ever. Our research finds that there is a great deal of planning going on. Most managers and...

The recent turmoil at Hewlett-Packard that went public with news of the resignation of CEO Mark Hurd is only superficially about the facts of the scandal or the question of who will be the new CEO, sexy as those issues may be. What it really shines a light on is the performance of the company itself. I wrote earlier this year (See: “HP Takes Technology Portfolio to the Clouds with New Growth Strategy”) about the challenges HP faces in building its brand credibility and gaining traction to...

My benchmark research into agent performance management (APM) found that the number-one objective of companies trying to improve the handling of customer interactions was to utilize agents more effectively; this also was their top objective in creating agents’ work schedules. In the latter case, the research uncovered a primary reason for difficulties in achieving this objective: Only 36 percent of companies use a dedicated tool to create these schedules; the majority do it manually or with...

Last year I carried out research to discover how companies manage their workforces in handling customer interactions; I investigated their best practices, technologies being used and priorities for the future. The findings led me to define agent performance management (APM) as an extension of what other observers call workforce optimization; APM includes call routing, call recording, quality monitoring, workforce management, training and coaching, agent compensation management and agent-focused...

On August 2, Infor launched its next generation of products for customer relationship management (CRM), which are built on its Interaction Advisor that in May I called “its CEM surprise.” At the time it was clear that Interaction Advisor was a platform on which Infor could build a series of innovative products. I didn’t expect the first of them to be just around the corner.

It turns out that some consumer goods manufacturers and retailers are having a hard time finding space on container ships and even finding containers to ship in. This has driven up the cost of shipping these items and at times resulted in deliveries arriving too late for scheduled promotions or seasonal demand peaks. This, during a time of constrained consumer spending in North America and Europe and an extended period where the Baltic Dry Index (a measure of shipping rates for bulk commodities...

I have been associated with the contact center industry for more than 20 years, first as a systems integrator building centers and more recently covering it as an analyst with Ventana Research. From this experience I have distilled three major observations: that centers are dominated by technology, that they change very slowly and that performance is largely judged by the average handling time (AHT) of calls. The main challenges have not changed much over the years: Centers constantly have to...

Anyone who has had to regularly produce a written business forecast that goes out more than a couple of months understand all too well Yogi Berra’s famous observation: “It’s tough to make predictions, especially about the future.” Certainly the economic events of the past two years have regularly made forecasts obsolete in a very short period of time. Using the wisdom of crowds can help the accuracy of forecasts in some cases because the impacts of individual biases are largely cancelled out....

I often read and hear today that social media is the new channel for marketing and customer service channel and also that companies must improve customer satisfaction to survive (I agree with the second proposition). Several observers have put the two ideas together and concluded that in the future all marketing and customer service will happen through social media – that I don’t agree with. My research shows that most customer interactions occur through a contact center or on a customer...

The advent of cloud computing and renting of applications has provided another realm of opportunity for applications software vendors. Infor, which already is the third-largest in the world, is taking advantage of it. Infor announced Infor24, an initiative to bring its role-based applications into the cloud. It will use the Infor ION platform that supports other new Infor applications, including one for hospitality that my colleague recently discussed (See: “Infor Simplifies Hospitality...

One often-cited approach to improving the performance of contact centers and customer service agents is skills-based routing. This involves tagging data about the skills of individual agents – for example, languages spoken, training courses passed or the ability to handle well a particular type of call – and using a call-routing system to deliver calls to an extension where an agent with the requisite skills has signed in and is available. Identifying the required skills typically is done by an...

The demand for access to business information and applications through mobile technologies such as the Apple iPhone and iPad, devices running Google Android or using RIM Blackberry is surging as consumer preferences and behavior spill over into the business workforce. The massive growth of adoption of these technologies around the world as consumers seek instant access to information has many business managers wondering how to benefit from the trend. The drive for mobility is part of the 2010...

At its Business Analytics and Optimization (BAO) analyst summit in Washington, D.C., IBM provided direction on the state of its software and services in this category of business technology. This annual event goes back to 2005 when IBM started making BAO-related software acquisitions in earnest. I have written before about IBM’s focus on analytics and optimization (See: “IBM Fuses New Generation of Analytics for Deeper Business Optimization”), but I want to point out the company’s focus is not...

To help sales teams to maximize their value to the company, sales operations and management must find the right balance of compensation and incentives to motivate them to achieve their quotas. To do this requires the ability to design compensation plans that take into consideration products, territories and accounts and of course the number of customers and prospects. Sales managers also need flexibility so they can build plans that align to sales objectives and realistically evaluate the...

Many organizations want to improve the performance of their sales and customer service operations but have difficulty increasing efficiency and producing better results. One barrier to improvement is sticking with the status quo of managing sales operations and performance through spreadsheets, as 47 percent of organizations still do, according to Ventana Research’s benchmark research on sales performance management. Also many organizations continue to expect good results from using sales force...

Anyone involved in running a contact center is aware of the imperatives my research has highlighted: reduce operating costs, transition to multichannel support, raise customer satisfaction levels and increase up-sales. On a daily basis, these demands spur managers to focus on reducing average handling times, increasing first-call-resolution rates, optimizing agent utilization, delivering more pertinent agent training and personalizing responses in light of the customer’s profile, the context of...

Mobile computing isn’t new anymore. The capabilities of smartphones, among other things, enable businesses to run applications across an enterprise and workers to collaborate across business and social networks. In this endeavor Microsoft was early to market with its Windows CE devices that provided e-mail and Web browsing to phones. For the first years it was a low-level battle among Microsoft, RIM Blackberry and Palm as well as Nokia devices that were used mostly in Europe. In the last few...

At its annual conference Oracle OpenWorld this year Oracle flexed its muscles as a technology giant. The company has been steadily growing through acquisitions to expand its database, middleware and applications, and the recent acquisition of Sun Microsystems gives it a way to sell hardware for servers and storage. This momentum is enabling Oracle to develop new streams of revenue, which were on display at OpenWorld in offerings such as a new generation of appliances from Oracle Exalogic for...

At Oracle OpenWorld this week the company announced its next generation of business applications call Oracle Fusion Application ,  , which Larry Ellison touted in his closing day keynote at last year's conference, as I noted then. I attended the conference partly to learn what Oracle is doing in providing applications for sales organizations. In the late 1990s Siebel Systems introduced customer relationship management (CRM), which proved to be the next generation of sales-assisting technology...

IBM has announced its intention to acquire OpenPages, a privately held, Massachusetts-based software company focused on governance, risk and compliance (GRC). I noted that after the deal finishes, the business will reside within IBM’s analytics group rather than in document management; this arrangement signals IBM’s intention to integrate its collaboration and communications around performance management (and achieve a fusion of text and data) and sharpen the ability of OpenPages to get an...

Actuate has announced a major new version of its software called ActuateOne. Its technology is integrated in a single platform and set of tools for performance management, analytics, business intelligence (BI) and information applications; the product can be managed on-premises or in the cloud and is accessible via mobile devices such as the Apple iPhone and iPad. Actuate has been in the BI market since the 1990s; this release counts as version 11, which by itself represents a significant...

On Tuesday in Silicon Valley, SAP introduced its latest business software: business analytics applications for specific vertical industries. The event was kicked off by SAP co-CEO Bill McDermott, who demonstrated the simplicity of the applications on an Apple iPad, which has become the demonstration system of choice for SAP as well as a tool it provides for its sales force. Bill and EVP of Business Analytics Keith Costello provided a glimpse of the applications’ capabilities as part of the...

The rapid evolution of business on the Internet has dramatically changed many organizations’ strategies for growth and profitability, especially those in the retail sector. I have written about the importance of analytics overall and in retail, but many companies are maturing slowly in using them to analyze electronic business and commerce. Data derived from analytics can enable them to manage the cycle from electronic merchandising and promotions to assessing interactions with sales categories...

The market for operational intelligence (OI) has grown as organizations realize the importance of having information in real time and in the right context. To accomplish this requires that operational data is processed as it happens, commonly by being packaged into what are called events and made available through technologies for complex event processing or event monitoring. Operational intelligence has long been part of our research focus. In benchmark research on it, we found that optimizing...

In a second move indicating its seriousness about competing in the market for marketing software, IBM announced its offer to acquire publicly traded Unica Corp. Unica is one of the larger providers in this space, with more than $100 million in annual revenue and 1,500 customers worldwide. Its success in very large marketing organizations, including brand-name customers Best Buy, Marriott and IBM itself, enabled it to be one of the few that has continued to grow in the challenging economic...

The recent turmoil at Hewlett-Packard that went public with news of the resignation of CEO Mark Hurd is only superficially about the facts of the scandal or the question of who will be the new CEO, sexy as those issues may be. What it really shines a light on is the performance of the company itself. I wrote earlier this year (See: “HP Takes Technology Portfolio to the Clouds with New Growth Strategy”) about the challenges HP faces in building its brand credibility and gaining traction to...

The advent of cloud computing and renting of applications has provided another realm of opportunity for applications software vendors. Infor, which already is the third-largest in the world, is taking advantage of it. Infor announced Infor24, an initiative to bring its role-based applications into the cloud. It will use the Infor ION platform that supports other new Infor applications, including one for hospitality that my colleague recently discussed (See: “Infor Simplifies Hospitality...

At its Business Analytics and Optimization (BAO) analyst summit in Washington, D.C., IBM provided direction on the state of its software and services in this category of business technology. This annual event goes back to 2005 when IBM started making BAO-related software acquisitions in earnest. I have written before about IBM’s focus on analytics and optimization (See: “IBM Fuses New Generation of Analytics for Deeper Business Optimization”), but I want to point out the company’s focus is not...

To help sales teams to maximize their value to the company, sales operations and management must find the right balance of compensation and incentives to motivate them to achieve their quotas. To do this requires the ability to design compensation plans that take into consideration products, territories and accounts and of course the number of customers and prospects. Sales managers also need flexibility so they can build plans that align to sales objectives and realistically evaluate the...

Many organizations want to improve the performance of their sales and customer service operations but have difficulty increasing efficiency and producing better results. One barrier to improvement is sticking with the status quo of managing sales operations and performance through spreadsheets, as 47 percent of organizations still do, according to Ventana Research’s benchmark research on sales performance management. Also many organizations continue to expect good results from using sales force...