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        Ventana Research Analyst Perspectives

        At this year’s Inforum user group conference, Infor representatives showed the progress the organization has made since last year in transforming itself from a ragbag of mostly small, often obsolete software companies to a competitive vendor of a modern enterprise management software suite. Infor was created by private equity investors employing a “rollup” strategy, aimed at combining smaller companies within an industry to form a single larger company that could achieve economies of scale and...

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        Topics: Big Data, Mobile, Planning, Sales Performance, Social Media, Supply Chain Performance, GRC, Office of Finance, Budgeting, closing, IT Performance, Operational Performance, Analytics, Business Analytics, Business Collaboration, Business Performance, Cloud Computing, Collaboration, Customer & Contact Center, Financial Performance, Information Management, Workforce Performance, CFO, Infor, Risk, FPM, SEC

        When I last wrote about Attensity I classified it as a “pure play” text analytics vendor, but the latest release of its product has lead me to revise my opinion. Its product Respond uses natural language-based analysis to derive insights from any form of text-based data and among other results can produce analyses of customer sentiment, hot issues, trends and key metrics. The product supports what Attensity calls LARA – listen, analyze, relate, act – which is a form of closed-loop performance...

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        Topics: Social Media, Customer Analytics, Customer Experience, Social CRM, Speech Analytics, Voice of the Customer, Analytics, Business Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Text Analytics

        The International Integrated Reporting Council (IIRC) recently published a draft framework outlining how it believes businesses ought to communicate with their stakeholders. In this context the purpose of an “integrated report” is to promote corporate transparency by clearly and concisely presenting how an organization’s strategy, governance, and financial and operational performance will create value for shareholders and other stakeholders in both the short and the long term. Such a report...

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        Topics: Sustainability, Office of Finance, closing, XBRL, Operational Performance, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Financial Performance, Information Applications, Information Management, financial reporting, FPM, SASB, SEC

        I’ve been using spreadsheets for more than 30 years. I consider this technology tool among the five most important advances in business management of the 20th century. Spreadsheets have revolutionized many aspects of running an organization. Yet as enthusiastic as I am about them, I know the limits of desktop spreadsheets and the price we pay if we fail to respect those limits. The essential problem arises when people use desktop spreadsheets for purposes beyond what they were originally...

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        Topics: Sales Performance, Supply Chain Performance, Office of Finance, Reporting, enterprise spreadsheet, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Financial Performance, Governance, Risk & Compliance (GRC), Information Applications, Information Management, Visualization, Workforce Performance, Risk, benchmark, Financial Performance Management

        Just about all the CIOs I speak with are at an inflection point in their careers. Some are just biding time before retirement, but many are emerging CIOs who are driven more by a business imperative than a technological one. Today, market and cultural pressures are forcing CIOs to move quickly and be flexible. In many ways, this is antithetical to the posture of IT, which can often be described as slow and methodical. This posture however is no longer sustainable in the era of the six forces of

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        Topics: Big Data, Sales Performance, cio callenges, IT Performance, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Governance, Risk & Compliance (GRC), Technology Innovation

        Back in July I wrote about Kana’s acquisition of Ciboodle and its previous acquisition of Overtone and what seemed to be its ambitious plans to release an integrated version of the products. I went so far as to say Kana would have “something unique to offer” if it pulled off this effort. Now, almost nine months to the day, it has launched a new version of Kana Enterprise, and from what I saw in a prelaunch briefing it does seem to be something unique. Billed as “the first omni-channel customer...

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        Topics: Social Media, Customer Analytics, Customer Experience, Social CRM, Voice of the Customer, Kana, Mobile Apps, Self-service, Analytics, Business Analytics, Cloud Computing, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Text Analytics

        As most employers are aware, the Patient Protection and Affordable Care Act (PPACA or Affordable Care Act) goes into effect in January 2014 which I recently assessed the need to be technology ready. The new law was signed into law on March 23rd 2010 and with the Supreme Court decision in June of 2012 which upheld the law and the re-election of President Obama in November, the law complex regulatory requirements that businesses need to understand before then. Those that don’t prepare may incur...

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        Topics: Equifax, eThority, HCM, Office of Finance, Obamacare, Analytics, Business Analytics, Business Intelligence, Business Performance, Financial Performance, Governance, Risk & Compliance (GRC), Information Management, Workforce Performance, TALX, Healthcare Reform

        I read a lot these days about how companies should pay more attention to contact center agent or customer service representative satisfaction, as it can have an impact on customer experience and meeting key customer-related metrics. This is a far cry from the “good old days” when agents were often locked away in a dark, dismal place and told to answer as many calls as possible. My research into the agent desktop shows that many companies have indeed latched onto these new priorities, and the...

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        Topics: Customer Experience, Social CRM, Operational Performance, Analytics, Business Analytics, Business Intelligence, Cloud Computing, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Workforce Force Optimization

        For four years Adaptive Planning has been building out its cloud-based financial software. Starting with budgeting, planning and forecasting, it added analytics, data visualization, dashboards and alerting as well as flexible reporting and collaboration tools. It recently announced the general availability of consolidation functionality in its cloud-based suite. This addition eliminates a notable gap in the company’s functionality, giving it a more complete financial performance management...

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        Topics: Office of Finance, close, Consolidation, Controller, Business Performance, Cloud Computing, Financial Performance, CFO, Data, Financial Performance Management

        Ventana Research recently completed an in-depth benchmark research project on long-range planning. As I define it, long-range planning is the formal quantification of the more conceptual strategic plan. It makes specific assumptions and expresses in numbers how a company expects its strategy will play out over time. Almost all (95%) of those participating in the research see a need to make improvements to their long-range planning process. The research shows that one useful improvement is ...

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        Topics: Big Data, Performance Management, Planning, Sales Performance, Supply Chain Performance, Office of Finance, Reporting, Operational Performance, Business Analytics, Business Performance, Customer & Contact Center, Financial Performance, Workforce Performance, CFO, CEO, Financial Performance Management, FPM

        To comply with the Patient Protection and Affordable Care Act (PPACA or Affordable Care Act), which survived a Supreme Court test and a presidential election, all employers with more than 50 full-time employees must be ready by January 2014 to deal with the lion’s share of the law’s employer mandate requirements. Our recent benchmark research on governance, risk and compliance indicates that many of those employers have significant concerns about compliance issues: 53 percent of participants...

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        Topics: HCM, Office of Finance, Obamacare, Operational Performance, Business Analytics, Business Performance, Financial Performance, Information Applications, Information Management, compliance, Spreadsheets, HR Management

        At the beginning of the year I wrote analyst perspective outlining why I think Salesforce.com is a vendor to watch during 2013. I followed this up with a post noting that Salesforce has shifted its headline messaging from becoming the “collaborative company” to becoming the “customer company” – a message that resonates better with me. During a recent analyst event, the theme of becoming a customer company remained the main message, but this time the emphasis moved to marketing, as the...

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        Topics: Sales Performance, Salesforce.com, Social Media, Customer Analytics, Customer Experience, Social CRM, Voice of the Customer, Analytics, Business Analytics, Cloud Computing, Collaboration, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM

        Last week, IBM brought industry analysts to its famed Almaden Research Center, where the company outlined its big data analytics strategy and introduced a number of new innovations. Big data is no new topic to IBM, which has for decades helped organizations store and use data. But technology has changed over those decades, and IBM is working hard to ensure it is part of the future and not just the past. Our latest business technology innovation research into big data technology finds that...

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        Topics: Big Data, SAP, IT Performance, Operational Performance, Analytics, Business Analytics, Business Intelligence, Business Performance, Customer & Contact Center, Governance, Risk & Compliance (GRC), IBM, Information Applications, Operational Intelligence, Oracle

        The last time I reviewed ClickFox it was primarily focused on capturing how callers transverse IVR menus. It produced visual maps of what options callers used and thus how they navigate what can be quite complex menus, allowing users to identify the most common paths and thereby optimize these to meet common customer requirements and business needs. Since that time the market has changed considerably, and ClickFox’s current products now support companies as they try to identify how customers...

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        Topics: Social Media, Customer Analytics, Customer Experience, Speech Analytics, Voice of the Customer, Clickfox, Self-service, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Text Analytics, Unified Communications

        Like all analysts, I have a series of classifications to help group together vendors with similar capabilities. My challenge is to create categories that align with most users’ expectations so I don’t confuse readers when I define which category a vendor falls into. My “big five” are WFO or agent performance management (quality monitoring, workforce management, training and coaching, remuneration, and agent-related analytics); contact center infrastructure, including cloud-based systems...

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        Topics: Social Media, Customer Analytics, Customer Experience, Customer Feedback Management, Social CRM, Voice of the Customer, Mobile Apps, Self-service, Operational Performance, Analytics, Business Analytics, Business Collaboration, Cloud Computing, Customer & Contact Center, Customer Service, Call Center, Contact Center, Contact Center Analytics, CRM, Interactive Intelligence, Unified Communications

        When organizations need to optimize their business processes and improve operations and decisions, the often speak of having the right information at the right time, but don’t always make that a priority. This information optimization is often thought to be expensive and time-consuming, especially with advent of big data and disparate data sources across cloud and on-premises environments, as I have articulated. Datawatch can help business get to information of any variety or volume at any time...

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        Topics: Big Data, MapR, QlikView, Cloud Computing, Information Management, Uncategorized, Datawatch, Information Optimization

        Businesses continue to try to increase productivity and simplify tasks in order to use their time smarter. Our recent business technology innovation research found that, when it comes to analytics, 44 percent of organizations spend the most time on data-related tasks. With lack of resources being the largest issue impeding the adoption of technology, IT must operate efficiently while getting business the data it needs on a timely basis. Scribe Solutions has a business-centric data integration...

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        Topics: Microsoft, Sales Performance, Marketo, On24, SilverPop, IT Performance, Operational Performance, Business Intelligence, Business Performance, Customer & Contact Center, Data Integration, Information Applications, Information Management, FinancialForce, Information Optimization, Intuit Quicken, Scribe Software, Xactly

        A recent news release by Robert Half, a staffing company that specializes in accounting and finance personnel, covered what it sees as the most important attributes required for auditors in the 21st century. “7 Attributes of Highly Effective Internal Auditors” covers the people dimension of the profession and focuses on the non-technical requirements of the role, including relationship-building, teamwork, and diversity. No doubt these skills are a must for just about anybody working in a modern...

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        Topics: Fraud, Governance, GRC, Office of Finance, audit, Analytics, Business Analytics, Business Performance, Financial Performance, Governance, Risk & Compliance (GRC), compliance, Infor, Risk, HANA, Oversight Systems

        SAP recently announced its new Fraud Management analytic applications. Currently in “controlled” (limited) release, it’s a promising start for the product and a good example of the type of business process revolution that’s possible when companies can execute complex analytics on big data sets using in-memory and other advanced processing techniques. Over the next several years a wide swath of basic corporate processes will be transformed by the shift to in-memory processing and big data...

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        Topics: SAP, Fraud, Governance, GRC, Office of Finance, audit, Analytics, Business Analytics, Business Performance, Financial Performance, Governance, Risk & Compliance (GRC), compliance, Risk, HANA
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        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

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