Ventana Research Analyst Perspectives

About the Analyst

Robert Kugel

Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and business. The financial performance management (FPM) research agenda includes the application of IT to financial process optimization and collaborative systems; control systems and analytics; and advanced budgeting and planning. Prior to joining Ventana Research he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.

Recent Posts

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

Posted by Robert Kugel on May 22, 2019 6:00:00 AM

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

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

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

Posted by Robert Kugel on May 17, 2019 6:00:00 AM

Business planning in most companies is a relic, a process hemmed in by obsolete conceptions of what it can be. “Business planning” encompasses all of the forward-looking activities in which companies routinely engage, including marketing, sales, customer, supply chain and workforce planning as well as budgeting. In our view companies today can fundamentally change how they plan thanks to the maturation of information technology. Current systems can support better business planning as well as traditional budgeting. Dedicated software can increase the business value of the time spent planning and budgeting by enabling all parts of the business to share their plans. It can substantially cut the time spent creating and updating plans. And it can allow senior executives to see a consolidated view of the plan and quickly explore alternatives and contingencies.

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

Oracle NetSuite: Steady as She Goes

Posted by Robert Kugel on May 10, 2019 6:00:00 AM

From my perspective there were two significant takeaways from this year’s SuiteWorld. The first is that, almost two years on from the announced acquisition of NetSuite by Oracle, the combination has achieved its immediate objectives in growing NetSuite’s business, especially in Europe and Asia, and accelerating product development efforts. The second takeaway is that, at least for now, the unit appears to continue to operate as if the combination were a private equity investment by a public company.

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

Prophix Supports the Strategic Midsize CFO

Posted by Robert Kugel on Apr 26, 2019 7:00:00 AM

Prophix is a financial performance management (FPM) suite from Prophix Software offering statutory financial consolidation, planning, budgeting and reporting capabilities designed expressly for midsize companies and divisions of larger corporations. The chief financial officer of a midsize company faces a different set of challenges than those in larger corporations or small businesses. A midsize company typically has grown to the point where it must have capabilities similar to those of a large corporation but lacks the staff or financial resources that larger companies can afford. And when experiencing rapid growth, midsize companies typically will make investments in information technology that will allow them to scale without having to add administrative or support headcount.

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

Scout RFP is Reimagining Sourcing and Procurement

Posted by Robert Kugel on Mar 13, 2019 8:30:00 AM

Last week, Scout RFP held their 2nd annual user conference, Spark 2019. Scout’s software is designed to manage sourcing and procurement processes in companies. Even with a very targeted focus, there was one key aspect that stood out compared to all the other conferences I usually attend; Spark 2019 mainly focused on customer success with little time devoted to promoting the software itself. Strategically, this fits in with Scout RFP's customers and target audiences. Scout’s users represent a new breed of purchasing managers and executives. They’re looking to change the role of the purchasing department.

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