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Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection
We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.
Services for Technology Vendors
We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.
Content Available for Licensing
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ISG Research’s digital content can help improve your thought leadership and sales and marketing effectiveness by creating a dialogue with your buyers and users. From top-of-funnel content like eBooks and infographics, to position-strengthening assets such as white papers and self-assessments, the content below is available for your licensing and use. If you find a piece of content that you would like to license, just fill out the form below, or reach out to a member of our team for assistance.
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White Paper
Efficiently Achieving Sustainable Compliance
The Sarbanes-Oxley Act has been in effect for more than 15 years, yet many companies still haven’t streamlined key elements of their compliance process.
White Paper
Introducing the Virtual Audit
When lockdowns prevented people from being in their offices in 2020, organizations with the right technology and processes demonstrated their ability to adapt, overcome and sustain operations under extraordinary circumstances.
White Paper
Ventana Research Supporting Line of Business with an Analytics Continuum
In practical reality, “analytics” comprises many types of analysis, including reporting, visualization, planning, real-time processes, artificial intelligence and machine learning (AI/ML), and natural language processing.
White Paper
The Digital Transformation Partnership
Information technology will have a greater impact on how the finance department operates over the next 10 years than it has over the past 50.
Research Perspective
The Imperative for Integrated Planning
The right technology makes it possible to design more efficient and effective methods for business planning that maximize productivity.
Viewpoint
Five Reasons for Upgrading Your Entry-Level Accounting System
Here are five unmistakable signs that it is time to replace your entry-level application with financial management software designed for midsize companies.
Research Perspective
Five Ingredients for Finance Transformation
Over the next 10 years, technology will do more to change the finance and accounting organization than it has over the past 50.
Q and A
How to Boost Customer Experience by Improving the Agent Experience
Customer preference has been moving toward digital channels for engagement.
White Paper
The Digital Age of Data Intelligence
The age of data is here, and the value of all that data to organizations continues to increase.
Viewpoint
Time to Take Another Look at MDM
Master data management (MDM) as a discipline has been around for decades. And MDM software has been evolving over time to help organizations meet their changing data requirements.
Viewpoint
Why Unifying UCaaS and CCaaS Makes Sense
The drive to move communications tools into the cloud was not supposed to create more silos, but unfortunately the division between internally focused business communications tools like phone and chat and contact center solutions did just that.
White Paper
Incentive Compensation in Modern Revenue Management
Incentive compensation management systems have traditionally focused on the needs of sales divisions, but these groups are typically distinct from other departments within the organization.
White Paper
Virtualizing the Close
Virtual accounting enables the department to achieve speed and resilience without sacrificing accuracy and control. Start by virtualizing the close.
Research Perspective
The Case for Buying vs. Building an Embedded Analytics Platform
For decades, analytics have been separated from the business processes they are intended to support.
Viewpoint
Solve the Right Problem by Tying Analytics to Operational Processes
For decades analytics tools have been focused on solving the wrong problem.
Viewpoint
The Journey to Revenue Management
Revenue Management and its operational support by way of Revenue Operations is a relatively new concept that reflects the reality of changing business models.
Viewpoint
The CFO Answer Machine: Past, Present and Future Visibility for Small and Midsize Companies
Effective financial management requires the ability to understand an organization’s current condition while having visibility into its potential future state.
Viewpoint
Future-Proofing Forecasting
An important and durable lesson of recent massive disruptions is that organizations need to forecast and plan with agility so they can quickly adapt to evolving economic, market, legal, regulatory and behavioral conditions.
Viewpoint
Agile Planning for Small and Midsize Organizations
The purpose of planning is to enable executives and managers to make better-informed decisions more consistently.
Viewpoint
Digital Transformation with Application Platforms
Digital transformation is achieved by using digital technologies to create new (or modify existing) processes and methods to meet evolving business and market requirements.
Research Perspective
Business Continuity in the Public Sector
Business continuity is the ability of an organization to maintain normal operations without compromise, regardless of external conditions.
Research Perspective
The Advance of Business-Owned Technology
CIOs face a constant challenge as they deploy resources: they must find the balance between focusing on strategic projects while still performing essential “keep the lights on” activities like user support and applications maintenance.
Research Perspective
Achieving Sustainable Continuity for the Office of Finance
The Office of Finance must develop a longer-term plan and roadmap to achieve sustainability and continuity in its operations, regardless of the circumstances.
Q and A
Workable Solutions to Contact Center Capacity Shortfalls
The shift to digital channels is being driven by consumers, and businesses are responding—not the other way around.
Research Perspective
Enabling Advanced Monetization
Digitally native organizations are those that have existed from their inception primarily in the digital world, and that typically engage with customers and deliver their products or services via a digital interaction.
Research Perspective
Digital Transformation in Payments and Spend Management
CFOs and controllers should assess their existing methods and technology against the goals of avoiding unnecessary outlays, enhancing controls, increasing operational efficiency and using analytics to increase the effectiveness of money spent.
eBook
Simplify your Data and Analytics Architecture for Faster Insights
Organizations face increasing competition and compressed time frames that require intelligent use of all available data.
Ventanacast
Planning to Succeed
The right technology will give executives and managers a clear picture of the current sales situation and provide the tools needed to make reliable forecasts for the future.
Q and A
Revenue Management for Innovation and Growth
Leaders should be thinking of subscription billing not as something new and different, but as the way that their customers want to do business.
Ventanacast
Expanding Your Analytics Audience
In an ideal world, all employees serving across all job functions would be able to access and analyze all the information they need with ease.
Infographic
Continuous Planning to Improve Business Performance
Continuous Planning is a high participation, collaborative approach that connects and aligns operational and financial forecasts to support action-oriented planning.
Q and A
Creating Meaningful Sales and Revenue Forecasts
One factor that has contributed to the difficulty of generating accurate forecasts is the rise of subscription and usage business models.
Ventanacast
Moving Beyond Traditional FP&A
The ability of the finance department to execute rapid planning, forecasting and budgeting cycles is a major factor that determines a company’s adaptability to change because the planning process enables executives to guide the organization on the pa
Infographic
Data Governance Doesn't Have to Be Hard
For years data governance has been challenging for organizations. There have been too many different data-related technologies to manage and too many manual processes involved.
Q and A
Managing Experiences Across Roles
How have new modes of work and communication changed the nature of these various experiences? Are the changes going to be a permanent part of the business landscape?
Q and A
People Analytics for Competitive Advantage
What is the purpose of people analytics within an organization, and what are the typical challenges to deploying and maximizing the value of people analytics?
White Paper
Empowering the Automotive Industry with Self-Service Analytics
Due to the importance of workforce and financial insights to overall business operations, improvements to analytics capabilities will have wide-ranging impacts for the entire automotive organization.
eBook
Achieve Automotive ROI from PIM
Product information management (PIM) is an essential part of the automotive industry’s digital transformation efforts.
Research Perspective
Best Practices in Revenue Forecasting for the Automotive Industry
The purpose of revenue forecasting is to anticipate and facilitate planning activities and help automotive organizations identify buying and selling opportunities, reach targets and achieve the maximum potential from customers and territories.
eBook
Supercharging Real Estate Performance
In today’s competitive markets real estate organizations must be able to take advantage of opportunities immediately.
White Paper
The Real Estate Imperative for Data
Data is fuel for today’s real estate organizations, which cannot run without it. Like other types of fuel, it must be processed and made ready to use.
Research Perspective
Utilizing Data and Location to Optimize Real Estate
The process of geocoding increases the quality of real estate information no matter if residential or commercial by augmenting geographic references to fully support operations and decision-making.
eBook
Continuous Planning for Food and Beverage
Corporations must both plan and budget, but they must understand that the two have different purposes.
White Paper
People Analytics Enables Decisions in the Food and Beverage Industry
In today’s food and beverage industry markets, managers cannot afford running the risk of making wrong decisions that are costly in terms of both money and expertise.
White Paper
The Sustainable Supply Chain in the Food and Beverage Industry
The sustainability and the continuity of the supply chain in the food and beverage business has never been as high in importance as it is today.
Viewpoint
Modernize Banks with Events and Messaging
The modernization of cloud computing has introduced new challenges for banks seeking to meet the digital business requirements for innovation and transformation. Doing this is not simple, as many disparate cloud-related technologies and the methods u
Research Perspective
Managing Compensation Effectively in Banking
The banking and financial services industry has been under continuous scrutiny for decades and feel themselves challenged to restore credibility in the eyes of the public.
Research Perspective
Gaining an Edge in Banking with Business Analytics
Business analytics today involves far more than reports and spreadsheets, but many banks continue to operate with a limited set of analytic capabilities.
White Paper
Continuous Hospitality Planning for Modern Marketers
As competition increases and consumer preferences shift with greater frequency, the pressure on marketing to reach potential guests and patrons intensifies.
eBook
Consumer Products and PIM
Complete and accurate product information is the foundation of every consumer goods organization.
eBook
Customer Engagement in the Digital Insurance Age
For insurance organizations seeking to improve customer retention, our research finds that the top two priorities are to improve customer engagement and experiences.
Research Perspective
Gaining an Edge in Manufacturing with Business Analytics
Despite significant investments in business intelligence software, many manufacturing organizations continue to operate with a limited set of business analytics.
Research Perspective
Product Information Management as a Service for Retailers
The software industry’s evolution toward cloud computing and software as a service (SaaS) has changed how and where retail organizations operate not just their software, but their business.
White Paper
Five Ways to Improve the Employee Experience in Retail
The employee experience is comprised of the interactions that employees have with their organization over the duration of their employment.
White Paper
The Age of Communication Platforms in Financial Services
Demand is growing for a new generation of modern communication technology for the enterprise.
White Paper
Modernizing Compensation in Hospitality Management
To keep employees engaged and productive, hospitality must of course compensate them appropriately—while not overpaying them and running the risk of eroding the bottom line.
Viewpoint
Creating a Hospitality Information Supply Chain
In the hospitality industry, having the right information accessible delivers a competitive advantage, increases operational efficiencies and improves communications.
eBook
The 2025 Vision: Intelligence for the Consumer Products Industry
How your consumer products organization utilizes data is essential to your success.
Research Perspective
Marketing Consumer Products Effectively with PIM
Consumer goods organizations have yet to grasp fully the value of managing product information efficiently across marketing for all business channels.
White Paper
Digitize Pricing to Optimize Profitability for Insurance
Pricing is an ongoing source of anxiety for insurance organizations because pricing decisions have a direct impact on sales volumes, revenue and profitability.
Research Perspective
The Impact of AI on Finance and Accounting in Insurance
Futurists and software vendors have been pointing to a day when artificial intelligence using machine learning will help guide insurance organizations automatically on risk thresholds that require immediate intervention.
eBook
Tax Provision in the Media and Entertainment Industry
Provision is a complicated process that challenges finance and tax departments in media organizations on many fronts.
Research Perspective
Customer Satisfaction in Media and Entertainment
Over the last few years technology has forged notable changes in people’s lives. How they engage with media and entertainment organizations has changed.
Viewpoint
Subscription Billing for Media and Entertainment
The subscription business model is how media and entertainment organizations have transitioned to provide their digital services to gain a more regular, predictable income stream.
Viewpoint
Optimize the B2B Manufacturing Marketing Recipe
The focus on B2B marketing success has become a significant opportunity in manufacturing organizations to refine the planning, operations and market strategy.
Research Perspective
Making Products Configurable for Reliable Manufacturing
A manufacturing organization that is already digitally connected internally and with customers and the supply chain needs consistent, accurate, configurable and actionable product information.
Research Perspective
Bottom-Line Impact: Digital Finance for Sourcing and Procurement
Digital finance is a way to improve healthcare performance in the finance and procurement team by using digital technologies to integrate and automate healthcare processes.
Research Perspective
Healthcare Performance Management
Healthcare performance management is a strategy and a set of methodologies and processes for managing the performance of the organization and its doctors, nurses, caregivers and provider network.
White Paper
Modern Analytics and BI Enhance Healthcare
To deliver satisfying experiences, medical and healthcare facilities need more than ever to understand their patients and identify the root causes of their problems.
Viewpoint
A Complete View of the Customer Enables a Better Retail Experience
Today we are in “the age of the customer” and terms such as “customer journeys” and “customer experience” are used in many contexts.
White Paper
Insights on Contact Centers in Financial Services
The imperative to manage contact centers to optimal performance is essential to the fundamental purpose of every financial services organization.
White Paper
Five Keys to Choosing an Analytics Platform in Financial Services
Competitive forces are putting extreme pressure on financial services organizations to better understand their customers and how to serve them.
Research Perspective
Innovation Sharpens the Customer Focus
Customer behavior has changed. Customers today use significantly more channels of communication to engage with companies.
Research Perspective
Gaining an Edge in Banking with Business Analytics
New Tools Take Midsize Banks beyond Business Intelligence
Research Perspective
Supply Chain Planning with Prescriptive Analytics
Prescriptive analytics suggest decision options and calculate the consequences that follow from each. This allows executives and managers to accelerate decision-making cycles because they can rapidly explore alternative courses of action and identify
White Paper
The Sustainable Supply Chain
The sustainability and the continuity of the supply chain in business has never been as high in importance as it is today.
Q and A
An Executive Perspective on Work Management
A dedicated, unified and technology-based approach to managing the full scope of work and resources will ensure that executives and managers can see how all the resources are interconnected and can then align those resources to the organization’s str
Viewpoint
Embracing ISO45001 Technology
The mission to assure the health and safety of workers is essential and requires applied policies and processes to reduce overall injuries in the workplace.
Best Practices
Three Ways Predictive Analytics Add Value
The analyses of this data provide significant benefits to manufacturing organizations. More than nine in 10 (94%) participants in our Next-Generation Predictive Analytics benchmark research reported that predictive analytics can have a significant po
eBook
Taking Control of Corporate Spend
Applications dedicated to these functions can make managing them easier and more efficient, but executives should also look for easy-to-use software that provides immediate and deep visibility into spending, has controls to enforce organization polic
eBook
2020 Vision: Next Decade for Enterprise Analytics
To gain the full benefit of the insights analytics can deliver, organizations need to embrace a new approach, one that will make the analytics not only useful but meaningful to each individual whose work can benefit from them.
Viewpoint
Personalizing Compensation in Smaller Organizations
It pays off to tailor compensation to employees of smaller business, thus increasing satisfaction and productivity.
Viewpoint
Moving from Analytics to Action Requires Planning
Good analytics requires planning and good planning requires analytics.
Viewpoint
Personalized Compensation for the Employee Experience
This evolving situation is placing increasing strain on HR and business managers to respond and engage employees.
Q and A
Why Data-Driven Sales Leadership Matters
This includes planning processes, compensation strategies and resource allocation, and should be approached in a way that utilizes modern tools for maximum impact.
Q and A
Accounting in a Time of Crisis
How do you close the books when faced with a distributed working environment and other operational constraints? Robert Kugel sheds light on the value of virtualizing the accounting close to make the process more efficient and resilient.
Q and A
Moving Analytics to the Cloud
Dave Menninger addresses the latest trends and best practices for helping organizations adopt cloud analytics including the role that AI and IoT play in the desire for organizations to move to the cloud.
Q and A
The Imperative for Sales Planning
To reach the best possible outcomes, sales leaders must be able to govern and optimize the processes they rely on; meeting this challenge is the essence of sales performance.
Viewpoint
Creating a Data-Driven Culture
The challenge for any organization is how to ensure it will take advantage of all this data to improve operational performance and the bottom line.
Viewpoint
Total Compensation Considerations in Financial Services
It is critical to select and deploy software built to manage these activities in a comprehensive way that utilizes data and inputs from across the entire organization.
Research Perspective
The New Imperative for Employment Verification
Trite though it sometimes sounds, people truly are an organization’s most important asset. But in today’s complex and rapidly changing marketplace, efficiently hiring the best possible employees is far from simple.
Research Perspective
The Impact of AI on Finance and Accounting
AI and machine learning will have a huge impact on various sectors in the future.
Research Perspective
Bottom-Line Impact
Digital finance transformation is a way to improve the performance of the finance department by using digital technologies to integrate and automate business processes.
Research Perspective
Next-Generation Workforce Planning
In this model, HR provides guidelines on pay rates per level of skill, expertise and responsibility as outlined in job descriptions or hiring specifications.
Research Perspective
The Employee Experience Train Keeps Rolling
Employee engagement and the improvement of its associated metrics has been a focus for HR executives for years, but a broader approach is now emerging.
Research Perspective
Virtualize the Close
As finance and accounting departments seek to improve performance, virtualization of processes will play an important role.
Viewpoint
Infuse Analytics with AI and Machine Learning
Analytics is expanding beyond merely providing historical insights.
White Paper
Empower the Modern and Agile Agent Workforce
Readiness and agility of the workforce is the foundation of business resiliency.
White Paper
Empowering Business Users with Self-Service Analytics
The need for profitability management is important.
Podcast
Customer Experience Management and the Future of Work
How can organizations balance the growing ability to automate interactions with the power of the human element and the need to maintain authentic customer relationships?
Viewpoint
Maximize the Value of Manufacturing Data Sources
To be competitive and operate efficiently, manufacturers must use all the data at their disposal to improve their business processes.
eBook
Building a Business Case for PIM
Providing the level of success your organization deserves across business requires accurate product information that is used consistently across all channels.
Ventanacast
The Rise of Connected Planning and the CPO
In this VentanaCast, Mark Smith, CEO & Chief Research Officer of Ventana Research, interviews Simon Tucker, Chief Planning Officer at Anaplan, about the rise of Connected Planning and the emergence of a new role in the C-Suite: the Chief Planning Of
White Paper
Collaborative Enterprise Planning
Collaborative enterprise planning is a methodology that connects all planning activities of a company’s departments and business units, enabling them to share their plans and to plan collaboratively.
Ventanacast
Implementing Price Management for Success
Approaches to “pricing,” or the discipline of setting prices, vary across industries and across different organizations, but that does not mean pricing should be ignored as a discipline.
Ventanacast
Building Friction-Free Customer Experiences
Every organization strives to make their customer experiences work better, but this can be challenging when the tools for the job are siloed applications that are scattered across different departments. If you want to create experiences that bring cu
Research Perspective
Making the Case for Automating the Close
There is longstanding agreement on the importance of a company closing its books as quickly as possible. A short close becomes all the more important during periods of business disruption and uncertainty because it allows an organization to accelerat
Research Perspective
Best Practices for a More Effective Close
The number of days it takes it to close the company’s books—that is, the number of days into the following month required to complete all the activities associated with the financial close—is a reliable way to gauge the effectiveness of a finance dep
eBook
The Era of Video Communications
Digital experiences for the modern workforce must offer simplicity of usage without sacrificing sophistication of the technology itself. And the reality for today’s virtual, dispersed workforces is that video is a must-have for all digital communicat
White Paper
Unlocking the Promise of Artificial Intelligence and Machine Learning
Artificial Intelligence and Machine Learning (AI/ML) have quickly become difference makers for organizations looking to develop a competitive advantage. AI/ML enables organizations to make sense of the increasingly large volumes of complex informatio
Research Perspective
When Spreadsheets Aren’t the Right Choice
The electronic spreadsheet is among the top five most important advances in business management to come along in the last 100 years. It has revolutionized almost all aspects of finance and accounting.
Research Perspective
The Continuous Accounting Platform
A central aspect of continuous accounting is controlling accounting and other data that affects financial statements continuously, from start to finish. This form of control, known as “straight-through processing,” addresses the significant issue of
Ventanacast
The Need for Profitability Management
A company's true economic costs are broader than just accounting costs, because accounting metrics are designed for financial management, not operational management. Being able to determine a company's true economic costs is one of the values of pro
Viewpoint
Cloud Migration Tips, Tricks and Traps
For a variety of reasons, organizations are moving their workloads to the cloud. Our research shows that one-third of organizations have their primary data lake platforms in the cloud and most organizations (86%) expect the majority of their data to
Research Perspective
The Value of a Lifetime Customer
It is a long-accepted truism that it costs more to acquire a new customer than it does to keep an existing one. For any small business that is looking to grow, it makes sense to devote considerable resources to the challenge of keeping customers happ
White Paper
Optimizing the Agent Experience
The quality of the customer experience is a competitive differentiator for most organizations. Our research confirms this, finding that improving the customer experience is a top priority for 82% of organizations looking to improve the way they handl
Viewpoint
Building Agility Through Continuous Planning
Periods of disruptive change highlight the value of faster, more agile, and more predictive planning and decision-making processes. Finance teams must be able to respond quickly to changing business conditions to provide timely, action-oriented analy
White Paper
Digitize Pricing to Optimize Revenue and Margin
Pricing is an ongoing source of anxiety for organizations because pricing decisions have a direct impact on sales volumes, revenue and profitability. Over the years, a variety of strategies have been in place to establish prices for products, dependi
Research Perspective
Contact Center Software Buying Advice
No matter how large or small an organization may be, customers will judge it by the quality of service it delivers. But for small and mid-sized businesses (those with between 30 and 300 contact center seats), the stakes are often higher: they must co
Q and A
Choosing a CCaaS for Small and Mid-Sized Organizations
Customers don’t care how big a firm is; they care about the quality of their customer experience. And today’s smaller and growing businesses can level the playing field by offering customer interactions that are every bit as sophisticated, responsive
Research Perspective
Lease Accounting: What’s Next after Spreadsheets?
Organizations need software, not spreadsheets to comply with the new lease accounting standards (ASC 842 and IFRS 16) to achieve accuracy and control in a sustainably efficient way.
White Paper
Making Big Data Valuable
There was a time when embracing big data was expensive. But the economics have changed over time, making big data technology more attractive an investment. The cost of storage has declined significantly with the use of distributed systems based on cl
White Paper
Taking Control of Profitability
The basic concepts used for measuring, analyzing and managing profitability are well established. The challenge has been to translate the concepts into practical methods and processes. Technology now enables organizations to address those challenges.
White Paper
New Approaches to Master Data Management
Accurate data is critical to business processes and operations, but our research shows that less than one quarter (22%) of organizations are very confident in the quality of their data. Master data management processes provide the ability to improve
White Paper
Accessible Analytics Improve Operational Performance
For decades, organizations have been trying to make information and analysis available to the lines of business to improve their operations. Our research shows that analytics generate value for organizations in multiple ways, including by helping the
Viewpoint
The Way Forward with RPA
Robotic Process Automation (RPA) is a core digital technology for increasing productivity and efficiency, speeding the completion of work, and increasing its quality and controllability.
Viewpoint
The New Age of Employee Engagement Technology
Organizations must operate with agility to survive and thrive during periods of change and uncertainty. The modern business environment features fluid challenges and opportunities, particularly those related to the workforce and the organization’s st
Viewpoint
The Modernization of Video Communications
The important role that video plays in digital communications has been clear for some time, and our benchmark research finds it to be one of the highest growth channels for communications in 35% of organizations.
Research Perspective
Strategic Considerations for Financial Consolidation Systems
Consolidating and closing the accounting books is an essential core process for the Office of Finance. Efficient and reliable consolidation — the process of combining financial results from multiple legal entities and subsidiary companies — is essent
Podcast
The Age of Communication Platforms
Listen to this podcast to hear about the challenges inherent in today’s communication technology landscape, a vision for what is possible within the enterprise and technology selection criteria to move your organization forward.
Infographic
Adopting Contact Center in the Cloud
Early telephony-based call centers were built using proprietary on-premises systems. As companies added additional channels of engagement, call centers evolved into contact centers. Today vendors are providing cloud-based contact centers that manage
eBook
Global Payroll as a Strategic Asset
Payroll must still navigate employee-related policies and practices, labor laws, and regulatory issues governing earnings and taxes, often from multiple countries with their own compliance requirements, data formats and other processing nuances. Now
eBook
Closing the Customer Engagement Gap
In the near future, contact center agents will still work from home. People will still buy online and expect curbside pickup from retail stores. For simple or routine issues, many customers move past a phone call to chat, messaging, email or choose t
eBook
Boosting Production Quality with Advanced Analytics
Manufacturers today recognize the relationship between production quality and the bottom line. Quality is integral to overall operational processes and yields. Increasing output without maintaining quality results in higher costs in the form of rewor
eBook
A Guide to Buying Close Management Software
Close automation software designed for midsize companies is relatively new. Successful midsize companies may find they need to automate their close when it takes longer to close, when mistakes, dropped balls and preventable delays increase, or if err
White Paper
Data Warehouses Meet Data Lakes
For decades, organizations have recognized the need to perform analyses that draw upon information from various parts of an organization. Product profitability analyses require production costs, selling costs and customer service costs. Financial pla
White Paper
Winning in the New Era of Trade
CEOs, CFOs and other senior executives of organizations with even moderately complex multinational supply chains must face the challenge of ensuring they are able to manage their supply chains both tactically and strategically.
White Paper
The Value of Continuous Accounting for Business
Many senior finance executives want their department to play a more strategic role in the management and operations of their company. They believe there is value in shifting their focus from processing transactions to higher-value functions in order
White Paper
The Value of Close Automation for Midsize Organizations
Midsize organizations and their finance and accounting departments face a different set of challenges than those faced by small businesses or large enterprises. They’ve outgrown the often-informal systems and processes that worked when they were smal
White Paper
Personalizing Digital Commerce
Digital commerce, the buying and selling of goods and services using digital technology, is a core business strategy for the modern organization. And e-commerce—using the internet as a sales channel—is an essential tactic that supports this strategy.
White Paper
Modern Customer Analytics for Customer Experience
Truly transformational value gains from optimizing customer experiences have yet to be realized. Even after decades of focusing on CRM as the main tool for improving customer relationships, organizations still struggle to fully understand their custo
eBook
Cloud Contact Center Buyer’s Guide
Today’s contact centers have the opportunity to refine old processes and adopt innovative new technologies. Organizations should make these changes now to serve a new generation of highly demanding, highly connected consumers who expect advanced auto
Ventanacast
Streamline Subscriber Experiences
The subscription and supporting business model has been around for a long time, think newspapers and magazines, but in the current digital age, it has grown significantly in importance, and from our research, for many consumers, is the preferred meth
Podcast
Business Continuity in the Public Sector Podcast
What business continuity lessons have public sector organizations learned during recent challenging times? How can planning and budgeting software contribute to agility that helps promote business continuity? How can the accounting and finance depart
Ventanacast
Delivering Value with Packaged Analytics
All organizations are becoming data driven today. The key question is how to use your data to improve your bottom line. Organizations need to look beyond the data from a single department and instead combine data from across the organization (and fro
Q and A
Planning for Continuity in the Public Sector
Dedicated planning and budgeting software improves public sector finance department efficiency and enables responsive, high-quality service.
Q and A
When Spreadsheets Aren’t Enough: Managing Accounting Standards Changes
Most accounting departments are working overtime these days grappling with two significant changes in accounting standards at once. In addition to recent changes in lease accounting rules, there are new standards for revenue recognition for contracts
Research Perspective
Next-Generation Workforce Planning
Workforce planning is integrated and cross-functional people planning that moves beyond traditional workforce planning. This process is integrated with financial planning, incorporates a wider range of inputs and relies on analytics capabilities enab
White Paper
The Age of Communication Platforms
Demand is growing for a new generation of modern communication technology for the enterprise. Individuals within organizations have the need to connect and collaborate with others at any time for any purpose, and while this need is present under norm
Q and A
Open Communications, Business Continuity and the Digital Work Experience
Maintaining business continuity when the workforce is functioning virtually requires the organization to be as responsive as possible. During times when work-from-home (WFH) is a necessity, it’s even more important that the communication tools in use
Viewpoint
Retailers Improve Performance Using Event Stream Data
Streaming data is transforming how retailers operate. Retail’s evolution from brick-and-mortar to omnichannel has provided organizations with better information about customer behavior while also increasing the expectations of consumers regarding the
Viewpoint
Total Compensation Considerations in Financial Services
While it may be common knowledge that financial services organizations include annual cash components as the cornerstone of their compensation plans, effectively managing the more unique and complex aspects of these plans is essential.
Q and A
Accounting in a Time of Crisis
There are times when organizations can be overwhelmed by financial stress while simultaneously embracing distributed working environments and other operational constraints they weren’t prepared for. Finance and accounting departments that can utilize
Ventanacast
Revenue Management: Opportunity for Innovation and Organization
Revenue Management. The concept represents significant change in how organizations manage the operations and performance of revenue—across EVERY channel, direct and indirect, physical and digital, commerce and subscriptions. Revenue Management can—an
Ventanacast
The Challenges of Modern Customer Experience
The problem with managing Customer Experience these days is that it covers a lot of ground, and touches a lot of people with different roles within an organization. There are so many technology components that contribute to a clear and successful CX
Ventanacast
The Analytics to AI Spectrum
Analytics and artificial intelligence (or AI) are different. Both are valuable and your organization should have a plan to provide both types of capabilities, but don’t expect that AI-based analyses will be a natural extension of your traditional ana
Ventanacast
Current Data Market Trends
Data Catalogs are fundamentally changing the way organizations think about and manage their data.
Ventanacast
Delivering Data and Analytics to HR and Finance
Human Resources and Finance are critical business functions. Engaging with the analytics associated with these areas will help improve business operations, but in many cases traditional data warehouses and analytics are so disconnected from the busin
Viewpoint
Business Resilience in Digital Commerce
The opportunity exists for organizations to improve the digital commerce experience they offer their customers by moving beyond existing, monolithic commerce systems that aren’t designed for today’s needs. Consumers now demand simpler and more person
Ventanacast
Data in Motion
The availability of real-time data is changing the way we live and the types of systems we build. Organizations need more immediacy in their operations. Nearly half the participants in our Internet of Things research study indicated that it was essen
Viewpoint
Optimizing the B2B Marketing Recipe for Success
The focus on B2B marketing success has become a significant opportunity to refine the planning, operations and market strategy, enabling performance and agility at a speed and intelligence previously thought impossible.
Viewpoint
Eliminating Bottlenecks in Analytics
It’s time to rethink analytics processes to minimize or eliminate roadblocks so that organizations can use data to make decisions more easily and more quickly.
Viewpoint
The New Demands of Total Compensation Management
Key success drivers for organizations have changed in recent years. While workforce productivity, innovation, cost management and efficient processes will always be critical, business imperatives related to agility, enterprise-wide collaboration and
Viewpoint
Insurers Use Event Stream Data to Transform Services
Streaming data is transforming how insurance companies provide their services. It can offer critical information needed to underwrite risks with better information, detect and prevent fraudulent claims, deliver world-class customer service and tie to
Viewpoint
Scalability and Flexibility Critical to the Modern Data Warehouse
Today’s fast-paced world requires responsiveness in all types of interactions with customers, prospects, partners and employees. Organizations must be able to respond in the moment or risk missing the opportunity altogether.
Viewpoint
Changing Data Patterns Are Impacting Analytics
To take advantage of increasing data velocities, organizations must adopt architectures, tools and workflows that support automated and continuous analyses.
Viewpoint
Can Your Data Keep Up with Your AI and ML Efforts
As data volumes and velocities increase, more and more decisions are being made using AI and ML. However, the process of operationalizing AI and ML models requires a dynamic data architecture that can constantly be training new models while simultane
Viewpoint
Plan for Business Continuity, Sustainability and Success
Dedicated software is the most effective tool for organizations seeking to plan for business continuity, sustainability and success
Viewpoint
Improve Financial Services with Event Stream Data
Streaming data will be transformative to the future of financial services organizations. It can provide the critical, timely information needed to deliver world-class customer service, detect and prevent fraud, tie together disparate legacy systems o
eBook
How to Achieve an ROI from PIM
PIM can provide a ROI and deliver value across the entire organization thanks to the streamlined integration of products into the roles of almost every business employee.
eBook
Taking Stock of Legacy Software
It can be hard to spot deterioration in software. Performance degradation happens subtly over time in all software, including finance department software such as performance management and ERP systems.
Research Perspective
Selecting a Platform for Enterprise Cloud Data Integration
Integrating cloud-based data with data inside the enterprise requires the right tools, and we offer five key evaluation criteria for tool selection.
Viewpoint
Software Drives the 21st Century Tax Department
Organizations must assess how dedicated direct tax software can help them achieve greater speed, control and transparency in their tax reporting.
Viewpoint
Continuous Planning Provides Action, Agility and Accuracy
“Continuous planning” describes a highly collaborative, action-oriented approach to corporate planning built on frequent, short planning cycles.
Research Perspective
Making PIM Configurable and Reliable for Manufacturing
Consistent, accurate, configurable and actionable product information is essential for a smooth-running, successful manufacturing organization. Manufacturing is a particularly challenging environment in which to maintain accurate product information
Q and A
Subscription Management for B2B Organizations
B2B companies are adopting subscription business models to maintain closer customer relationships, add new sources of revenue and disrupt existing business models to their advantage. Software to manage subscriptions is a must for success.
Q and A
Digitally Optimizing the Customer Experience
A portfolio of industry changes are happening to meet the customer demand and needs from applications to adopting customer engagement hubs — to support any range of customer engagement. The adoption of cloud-based systems will continue to accelerate
Viewpoint
Creating Better Accountability and Experiences in Work Management
Inadequate or lack of task management leaves most organizations lagging in productivity and frustrated in establishing accountability.
White Paper
Expanding Enterprise Data Horizons
The explosion of enterprise data presents business analysts and FP&A groups with a significant opportunity as well as a substantial challenge. The opportunity is to expand the range and depth of analyses that analysts perform and to enable finance de
Research Perspective
The Digital Future of Human Capital Management
A new generation of digital technologies is extending human capital management (HCM) systems, making them simpler and more productive than ever before. Our benchmark research into next-generation human resources management systems (HRMSs) shows that
Research Perspective
Using People Analytics in Total Compensation Management
Compensation-related analytics have evolved significantly in recent years due to advances in analytics and modeling tools and specialized compensation management applications. Another factor is a heightened awareness that in the universe of total com
Research Perspective
Continuous Accounting Drives Strategic Transformation
Continuous accounting is a framework for eliminating barriers to making the finance organization more strategic. Advanced financial management software and data management methods can streamline processes, eliminate many time-consuming tasks and smoo
Viewpoint
Give Business Analysts Better Choices for BI on Data Lakes
Big data is valuable. Our benchmark research shows that using big data analytics results in better communication, better alignment of the business, a competitive advantage, better responsiveness and decreased time to market. But big data comes in man
White Paper
The Dawn of Mobile Intelligence
"The pace of technology for mobility has been growing exponentially in recent years. According to International Data Corp.'s Worldwide Quarterly Mobile Phone Tracker in the third quarter of 2010 vendors shipped a total of 81.1 million smartphones
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