2010 FEI Technology Study: CPM and BI Show Improvement From 2009

Size: px
Start display at page:

Download "2010 FEI Technology Study: CPM and BI Show Improvement From 2009"

Transcription

1 Research Publication Date: 22 March 2010 ID Number: G FEI Technology Study: CPM and BI Show Improvement From 2009 John E. Van Decker Many organizations recognize that current financial management processes are a constraint, and are making investments in process and technology for improvement. While there are improvements from the 2009 Gartner Financial Executives International (FEI) technology study, enterprises are increasingly adopting business intelligence (BI) technologies to boost the analytical and decision-making processes that underpin overall success. Key Findings Corporate performance management (CPM) is both a top priority and a constraint for the finance organization. Top constraints identified in the 2010 Gartner FEI study are components of what the CPM suite targets, including measuring product and customer profitability, and monitoring of business performance. CPM and BI are top investment priorities. According to the study, 56.4% of enterprises planned to upgrade their analytical and decision support capabilities in the current year. The study shows that the consistency of management and financial information has improved slightly over 2009, as has the perceived relative maturity of BI and CPM platforms. Recommendations An organization should establish a BI and CPM competency center that brings together business and IT personnel to determine what the reporting issues are and how to align technologies to address them. IT organizations must understand how CPM can benefit the organization and work in close collaboration to enable CPM platforms that are consistent with the IT portfolio. To align management reporting, organizations must define and deploy an enterprisewide metrics framework. Organizations need to have a consistent set of performance metrics that are clearly defined, aligned to corporate strategy and recognizable by all stakeholders. Use care when evaluating this research, because it represents responses from the sample in the study and may not reflect how your organization should plan for CPM and BI implementation. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner's research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

2 ANALYSIS The 2010 Gartner FEI technology study provided 482 responses to approximately 50 questions that covered senior finance managers' views of technology. This study was open from late October 2009 through January More than 74% of the respondents were senior financial executives. We believe this study provides a consistent picture of the CFO view of technology, and provides an important opportunity for firms to benchmark their internal initiatives and perspectives against those of other finance organizations. From this study, BI and CPM were proved to be major technology initiatives of the CFO; 54.4% of organizations plan to upgrade their decision and analytical support processes in Many of these organizations recognize that current financial management processes are a constraint, and are making investments in process and technology for improvement. At the same time, enterprises are increasingly adopting BI technologies to boost the analytical and decision-making processes that underpin overall success. Within the category of BI, CPM suites have provided major improvements for enterprise financial management. Gartner first defined the term "corporate performance management" in 2001 (see Note 1), although some of the individual components of a CPM suite existed for many years as standalone applications. CPM includes the processes used to manage corporate performance, such as strategy formulation, budgeting and forecasting; the methodologies that support these processes, including the balanced scorecard, or value-based management; and the metrics used to measure performance against strategic and operational performance goals. However, CPM also comprises a series of analytic applications, such as budgeting, planning and forecasting (BP&F), financial consolidation, and financial reporting solutions, which provide the functionality to support these processes, methodologies and metrics that are targeted at the CFO, finance team, senior executives and corporate-level decision makers. The 2010 Gartner FEI study of finance executives provides insight into CPM capabilities and investment patterns for enterprises. Following are major observations from the study. Profitability Management Is the Top Constraint in the Finance Organization The study found that CPM is a top priority of, as well as a constraint for, the finance organization. The study showed that many of the top constraints are components of what the CPM suite targets, including profitability modeling and optimization (PM&O) these applications can be used to address the measuring product and customer profitability constraints and monitoring of business performance. Understanding the drivers of profitability and positioning the company for profitable growth are top priorities. Most organizations are challenged to understand profitability at anything other than an aggregate corporate level. The study revealed that 19% of financial managers viewed measuring product and customer profitability as the top constraint (see Figure 1). This is consistent with the 2009 study, where it was ranked the same. (Note: The methodology used in this calculation is different from that used in 2009, and will be consistent in future survey years.) There is a technology gap, and organizations are not yet effectively using technology to help them manage profitability. This is consistent with prior Gartner research that shows that being able to understand the profitability of customers and products is a primary requirement in the office of finance. PM&O applications that are on the market can address many of these requirements, by providing a sophisticated and powerful environment that supports a deep understanding of the drivers of profitability, and many of these are available in CPM suites. PM&O applications are one of the least-understood and least-implemented areas of CPM; yet, Publication Date: 22 March 2010/ID Number: G Page 2 of 8

3 they offer an increasing level of sophistication and business benefit, and should be considered a worthwhile short-term investment. Figure 1. Top Technology Constraints of the Finance Organization Source: Gartner (March 2010) CPM Applications Are the Top Investment Priority Many of the top constraints point to the need for better BI and CPM platforms in organizations. Because many BI and CPM projects require services to bring in these applications to configure the product, after first understanding what is required and how to address CPM business processes, this is in alignment with how we see many firms budgeting for most projects. The top constraints are all CPM capabilities, so CPM is the top area in BI for investment. Coinciding with the CPM-related constraints shown in Figure 1, many firms will be making investments in these platforms, with CPM technologies getting a boost in support. CPM provides functionality that targets many of the areas with planned upgrades in 2010 (see Figure 2), including management dashboards (53.6% plan an upgrade) consolidation and reporting (38.7%), Publication Date: 22 March 2010/ID Number: G Page 3 of 8

4 performance measurement/scorecard (40.1%), planning/budgeting/forecasting (49.1%), customer and product profitability (38.7%) and financial consolidation and reporting (38.3%). Figure 2. Planned Upgrades of CPM Functionality in 2010 Source: Gartner (March 2010) Action Item: CPM is the top area of opportunity for most organizations. Most finance organizations see the benefits of improvements in these areas, and most seek to upgrade their platforms and solutions during the next 12 months. IT must understand how CPM can benefit the organization and work in close collaboration with finance to enable CPM platforms that are consistent with the IT portfolio. In the absence of such collaboration, many finance organizations pursue their own solutions, including those built on software-as-a-service (SaaS) platforms without the coordination of IT. Views of Existing BI and CPM Investments Show Improvement Most organizations (56.4%) have an average perception of their current BI and CPM platforms (see Figure 3), up slightly from 2009 (55%). While we did have almost double the responses in 2010 from 2009, there was an increase in those who felt that the maturity had improved from 2009 (21.8% from 14.4%, 2010 vs. 2009), there were fewer who felt that the maturity was poor (18.8% from 24.9%) and fewer felt that it was failing (1.7% from 4.8%). This finding is not surprising, given that many senior financial executives view the lack of management information, particularly in financial management and CPM areas, as a constraint. CPM applications offer potentially significant benefits. However, business users' and IT organizations' lack of knowledge and understanding means that most CPM applications will fail to deliver significant improvements in business performance management. There have been many improvements in CPM suites during the past few years. Despite the dramatic vendor changes and the increased capabilities of available solutions, Gartner still has not seen a significant increase in the shift to more-advanced capabilities, such as the adoption of strategy management and profitability modeling. This is because most business users are shifting from legacy, manual and spreadsheet-based systems; they simply don't know what these advanced applications can do or how they should be Publication Date: 22 March 2010/ID Number: G Page 4 of 8

5 deployed. Consequently, in most implementations of CPM suites, organizations are using a sophisticated solution to automate outdated management processes, and, therefore, fail to achieve potential business benefits. Figure 3. Relative Maturity of BI and CPM Platforms Source: Gartner (March 2010) Action Item: Evaluate where you are with the major components of CPM, including BP&F, financial and management reporting, scorecarding and strategy management, and profitability management from both a business process and technology perspective. CPM projects are often viewed as strategic applications, because they provide a link between strategy and tactical execution. This capability is important, but its significance has increased during the current economy, as it may be a means for an enterprise to manage its way through difficult times. CPM projects also can help clients address transparency, reporting and regulatory issues. Leveraging CPM in an economic downturn will help organizations make better cost-reduction decisions that won't impair their enterprises when there's a return to growth. Consistency of Management and Financial Information Has Improved While most organizations (72%) view management and financial information to be consistent (of which 20% see that it is highly consistent and 52% view it as quite consistent with minor differences), these findings still represent a major opportunity for improvement, because 27% believe there are significant issues that require manual reconciliation and time to prepare these reports (see Figure 4). This was an improvement over the 2009 survey, where 62% felt it was consistent and 38% believed there was room for improvement. With this survey result, as we look at larger companies, there is less consistency due to the numerous data sources that need to be aggregated to produce meaningful reports. Many organizations approach their BI and CPM initiatives tactically, by responding to immediate reporting or dashboard requests from managers. This approach may be required in some cases, but leading organizations are evolving their focus to support these initiatives strategically for diverse users and applications; instead, a more Publication Date: 22 March 2010/ID Number: G Page 5 of 8

6 coordinated approach is needed. To implement CPM effectively, it must be architected in a way that is consistent with the enterprise's chosen/targeted BI platforms. Figure 4. Consistency of Management and Financial Reporting Delivered by the Finance Team With Operational Reporting Source: Gartner (March 2010) Still, the issue for many organizations is that they do not have alignment on what should be measured. Mostly, this does not represent a technology issue; rather, the main issue is coming to a consensus in terms of what should be measured, then determining how it fits into the enterprise business model. Organizations need to have a consistent set of performance metrics that are clearly defined, aligned to corporate strategy and recognizable by all stakeholders. Undertaking a project to provide this alignment requires the identification of a comprehensive set of performance metrics across all areas of the business, as well as the creation of a workable plan to calculate these metrics and to provide transparency to all stakeholders. Action Item: Organizations should establish a BI and CPM competency center that brings together business and IT personnel to determine what the reporting issues are and how to align technologies to address them. They should establish BI and CPM platform standards. This project includes picking the right vendors and tools to meet various aspects of the BI and CPM initiatives, as well as determining how to effectively integrate these technologies into the CPM business process. To get management reporting in alignment, organizations must define and deploy an enterprisewide metrics framework. This project is the single most visible project of the BI and CPM initiatives. Bottom Line CPM is a journey for all organizations. Successful organizations whose projects have yielded the expected business value (and are deemed ready to take on more business requirements) generally take incremental steps to value, usually starting with a smaller project, such as an extremely well-focused BP&F initiative, financial reporting and consolidation, or a balanced Publication Date: 22 March 2010/ID Number: G Page 6 of 8

7 scorecard. Many organizations have employed CPM suites, as opposed to separate point solutions, to meet these challenges, and they're considering how they can extend their CPM projects to capture more value. Sometimes, this is easier to plan than to execute, because many of the next steps require more carefully orchestrated planning and implementation, often with the assistance of a business strategy service provider. Still, organizations should consider opportunities to deploy more-integrated components of the CPM suite, because there's a transformational opportunity to improve CPM initiatives. While the 2010 Gartner FEI study shows there was improvement from 2009 in the perception of the maturity of BI and CPM investments, there is also room for further improvement. Most current CPM projects typically focus on BP&F, or on financial consolidation and reporting. However, CPM applications are also key in linking strategy to operational execution; they also leverage BI investments to bring consistency to financial and operational reporting, which can improve corporate governance and can help address compliance issues. Increasingly, CPM applications can be used to identify the drivers of profitability to help organizations pursue profitable revenue growth. However, there is a lack of knowledge among most finance and business users about the potential of these applications, and few companies appear to be leveraging them to their fullest extent. Many organizations that have implemented CPM solutions have not implemented more of the advanced functionality, including strategy management and profitability management. In fact, these are top constraints to success for the finance organization. By leveraging PM&O, the finance organization can address its top constraint. RECOMMENDED READING "Business Intelligence and Performance Management Initiative Overview" "Magic Quadrant for Corporate Performance Management Suites" "Q&A: CPM Reduces Operating Expenses in a Troubled Economy" "Pitney Bowes Leverages a SaaS CPM Solution to Improve Its Reporting" "How to Use Metrics in Corporate Performance Management" "2009 FEI Technology Study: CPM and BI Pose Challenges and Opportunities" Note 1 CPM CPM includes the processes used to manage corporate performance, such as strategy formulation, budgeting and forecasting; the methodologies that support these processes, including the balanced scorecard, or value-based management; and the metrics used to measure performance against strategic and operational performance goals. However, CPM also comprises a series of analytic applications, such as BP&F, financial consolidation and financial reporting solutions, which provide the functionality to support these processes, methodologies and metrics that are targeted at the CFO, finance team, senior executives and corporate-level decision makers (see "Magic Quadrant for Corporate Performance Management Suites"). CPM projects typically focus on BP&F, or on financial consolidation and reporting. However, CPM applications are also key in linking strategy to operational execution, and they also leverage BI investments to bring consistency to financial and operational reporting, which can improve corporate governance and help address compliance issues. Increasingly, CPM applications can be used to identify the drivers of profitability to help organizations pursue profitable revenue growth. However, there is a lack of knowledge among most finance and business users about the Publication Date: 22 March 2010/ID Number: G Page 7 of 8

8 potential of these applications, and few companies appear to be leveraging them to their fullest extent. CPM is a journey for all organizations. Successful organizations whose projects have yielded the expected business value (and are deemed ready to take on more business requirements) generally take incremental steps to value, usually starting with a smaller project, such as an extremely well-focused BP&F initiative, financial reporting and consolidation, or a balanced scorecard. Many organizations have employed CPM suites, as opposed to separate point solutions, to meet these challenges, and they're considering how they can extend their CPM projects to capture more value. Sometimes, this is easier to plan than to execute, because many of the next steps require more carefully orchestrated planning and implementation, often with the assistance of a business strategy service provider. Still, organizations should consider opportunities to deploy more-integrated components of the CPM suite, because there's a transformational opportunity to improve CPM initiatives. This research is part of a set of related research pieces. See "2010 Gartner FEI Technology Study Research Collection" for an overview. REGIONAL HEADQUARTERS Corporate Headquarters 56 Top Gallant Road Stamford, CT U.S.A European Headquarters Tamesis The Glanty Egham Surrey, TW20 9AW UNITED KINGDOM Asia/Pacific Headquarters Gartner Australasia Pty. Ltd. Level 9, 141 Walker Street North Sydney New South Wales 2060 AUSTRALIA Japan Headquarters Gartner Japan Ltd. Aobadai Hills, 6F 7-7, Aobadai, 4-chome Meguro-ku, Tokyo JAPAN Latin America Headquarters Gartner do Brazil Av. das Nações Unidas, andar World Trade Center São Paulo SP BRAZIL Publication Date: 22 March 2010/ID Number: G Page 8 of 8

2009 FEI Technology Study: CPM and BI Pose Challenges and Opportunities

2009 FEI Technology Study: CPM and BI Pose Challenges and Opportunities Research Publication Date: 23 July 2009 ID Number: G00168896 2009 FEI Technology Study: CPM and BI Pose Challenges and Opportunities John E. Van Decker Many organizations recognize that existing financial

More information

The Lack of a CRM Strategy Will Hinder Health Insurer Growth

The Lack of a CRM Strategy Will Hinder Health Insurer Growth Industry Research Publication Date: 15 October 2008 ID Number: G00162107 The Lack of a CRM Strategy Will Hinder Health Insurer Growth Joanne Galimi The Gartner 2008 healthcare payer application survey

More information

The Five Competencies of MRM 'Re-' Defined

The Five Competencies of MRM 'Re-' Defined Research Publication Date: 14 March 2008 ID Number: G00155835 The Five Competencies of MRM 'Re-' Defined Kimberly Collins This research details the five key competencies of marketing resource management

More information

Deliver Process-Driven Business Intelligence With a Balanced BI Platform

Deliver Process-Driven Business Intelligence With a Balanced BI Platform Research Publication Date: 12 April 2006 ID Number: G00139377 Deliver Process-Driven Business Intelligence With a Balanced BI Platform Kurt Schlegel To enable process-driven business intelligence, IT organizations

More information

IT asset management (ITAM) will proliferate in midsize and large companies.

IT asset management (ITAM) will proliferate in midsize and large companies. Research Publication Date: 2 October 2008 ID Number: G00161024 Trends on Better IT Asset Management Peter Wesche New exiting trends will lead to a higher adoption of asset management methodologies. Tighter

More information

Business Intelligence Focus Shifts From Tactical to Strategic

Business Intelligence Focus Shifts From Tactical to Strategic Research Publication Date: 22 May 2006 ID Number: G00139352 Business Intelligence Focus Shifts From Tactical to Strategic Betsy Burton, Lee Geishecker, Kurt Schlegel, Bill Hostmann, Tom Austin, Gareth

More information

Research. Key Issues for Software as a Service, 2009

Research. Key Issues for Software as a Service, 2009 Research Publication Date: 6 February 2009 ID Number: G00164873 Key Issues for Software as a Service, 2009 Robert P. Desisto, Ben Pring As organizations' capital budgets dry up, clients evaluating SaaS

More information

The Current State of Agile Method Adoption

The Current State of Agile Method Adoption Research Publication Date: 12 December 2008 ID Number: G00163591 The Current State of Agile Method Adoption David Norton As the pace of agile adoption increases, development organizations must understand

More information

Real-Time Decisions Need Corporate Performance Management

Real-Time Decisions Need Corporate Performance Management Research Publication Date: 26 April 2004 ID Number: COM-22-3674 Real-Time Decisions Need Corporate Performance Management Frank Buytendijk, Brian Wood, Mark Raskino The real-time enterprise model depends

More information

Business Intelligence Platform Usage and Quality Dynamics, 2008

Business Intelligence Platform Usage and Quality Dynamics, 2008 Research Publication Date: 2 July 2008 ID Number: G00159043 Business Intelligence Platform Usage and Quality Dynamics, 2008 James Richardson This report gives results from a survey of attendees at Gartner's

More information

Cost Optimization: Three Steps to Saving Money on Maintenance and Support for Network Security Products

Cost Optimization: Three Steps to Saving Money on Maintenance and Support for Network Security Products Research Publication Date: 10 December 2008 ID Number: G00163195 Cost Optimization: Three Steps to Saving Money on Maintenance and Support for Network Security Products Lawrence Orans, Greg Young Most

More information

Overcoming the Gap Between Business Intelligence and Decision Support

Overcoming the Gap Between Business Intelligence and Decision Support Research Publication Date: 9 April 2009 ID Number: G00165169 Overcoming the Gap Between Business Intelligence and Decision Support Rita L. Sallam, Kurt Schlegel Although the promise of better decision

More information

Research Agenda and Key Issues for Converged Infrastructure, 2006

Research Agenda and Key Issues for Converged Infrastructure, 2006 Research Publication Date: 20 July 2006 ID Number: G00141507 Research Agenda and Key Issues for Converged Infrastructure, 2006 Sylvain Fabre Gartner's research will cover fixed-mobile convergence, the

More information

Key Issues for Identity and Access Management, 2008

Key Issues for Identity and Access Management, 2008 Research Publication Date: 7 April 2008 ID Number: G00157012 for Identity and Access Management, 2008 Ant Allan, Earl Perkins, Perry Carpenter, Ray Wagner Gartner identity and access management research

More information

Key Issues for Business Intelligence and Performance Management Initiatives, 2008

Key Issues for Business Intelligence and Performance Management Initiatives, 2008 Research Publication Date: 14 March 2008 ID Number: G00156014 Key Issues for Business Intelligence and Performance Management Initiatives, 2008 Kurt Schlegel The Business Intelligence and Performance Management

More information

2010 Gartner FEI Technology Study: Planned Shared Services and Outsourcing to Increase

2010 Gartner FEI Technology Study: Planned Shared Services and Outsourcing to Increase Research Publication Date: 20 April 2010 ID Number: G00176029 2010 Gartner FEI Technology Study: Planned Shared Services and Outsourcing to Increase John E. Van Decker, Cathy Tornbohm This Gartner Financial

More information

The Hype Around an Integrated Talent Management Suite Outpaces Customer Adoption

The Hype Around an Integrated Talent Management Suite Outpaces Customer Adoption Research Publication Date: 3 February 2009 ID Number: G00164356 The Hype Around an Integrated Talent Management Suite Outpaces Customer Adoption James Holincheck Gartner surveyed 123 customer references

More information

Vendor Focus for IBM Global Services: Consulting Services for Cloud Computing

Vendor Focus for IBM Global Services: Consulting Services for Cloud Computing Research Publication Date: 22 February 2010 ID Number: G00174046 Vendor Focus for IBM Global Services: Consulting Services for Cloud Computing Susan Tan Amid the hype and buzz of cloud computing are very

More information

2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise

2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise Research Publication Date: 23 July 2009 ID Number: G00169733 2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise John E. Van Decker Extensible Business Reporting Language (XBRL) will be a requirement

More information

Integrated Marketing Management Aligns Executional, Operational and Analytical Processes in a Closed-Loop Process

Integrated Marketing Management Aligns Executional, Operational and Analytical Processes in a Closed-Loop Process Research Publication Date: 26 October 2010 ID Number: G00207031 Integrated Marketing Management Aligns Executional, Operational and Analytical Processes in a Closed-Loop Process Kimberly Collins This research

More information

For cloud services to deliver their promised value, they must be underpinned by effective and efficient processes.

For cloud services to deliver their promised value, they must be underpinned by effective and efficient processes. Research Publication Date: 15 October 2010 ID Number: G00208009 ITIL 'in the Cloud' George Spafford, Ed Holub The cloud-computing delivery model is generating a lot of interest from organizations wishing

More information

Managing IT Risks During Cost-Cutting Periods

Managing IT Risks During Cost-Cutting Periods Research Publication Date: 22 October 2008 ID Number: G00162359 Managing IT Risks During Cost-Cutting Periods Mark Nicolett, Paul E. Proctor, French Caldwell To provide visibility into increased risks

More information

How Eneco's Enterprisewide BI and Performance Management Initiative Delivered Significant Business Benefits

How Eneco's Enterprisewide BI and Performance Management Initiative Delivered Significant Business Benefits Research Publication Date: 13 June 2008 ID Number: G00158605 How Eneco's Enterprisewide BI and Performance Management Initiative Delivered Significant Business Benefits Nigel Rayner Eneco was faced with

More information

Use These Guidelines for Making Better CRM Consulting Provider Selections

Use These Guidelines for Making Better CRM Consulting Provider Selections Research Publication Date: 7 July 2006 ID Number: G00141062 Use These Guidelines for Making Better CRM Consulting Provider Selections Matthew Goldman, Ed Thompson, Lorrie Scardino Gartner sees many inconsistencies

More information

Knowledge Management and Enterprise Information Management Are Both Disciplines for Exploiting Information Assets

Knowledge Management and Enterprise Information Management Are Both Disciplines for Exploiting Information Assets Research Publication Date: 31 July 2009 ID Number: G00169664 Knowledge Management and Enterprise Information Management Are Both Disciplines for Exploiting Information Assets Regina Casonato This research

More information

Key Issues for Data Management and Integration, 2006

Key Issues for Data Management and Integration, 2006 Research Publication Date: 30 March 2006 ID Number: G00138812 Key Issues for Data Management and Integration, 2006 Ted Friedman The effective management and leverage of data represent the greatest opportunity

More information

Roundup of Business Intelligence and Information Management Research, 1Q08

Roundup of Business Intelligence and Information Management Research, 1Q08 Gartner for IT Leaders Publication Date: 2 May 2008 ID Number: G00157226 Roundup of Business Intelligence and Information Management Research, 1Q08 Bill Hostmann This document provides a roundup of our

More information

Q&A: The Many Aspects of Private Cloud Computing

Q&A: The Many Aspects of Private Cloud Computing Research Publication Date: 22 October 2009 ID Number: G00171807 Q&A: The Many Aspects of Private Cloud Computing Thomas J. Bittman Cloud computing is at the Peak of Inflated Expectations on the Gartner

More information

Eight Critical Forces Shape Enterprise Data Center Strategies

Eight Critical Forces Shape Enterprise Data Center Strategies Research Publication Date: 8 February 2007 ID Number: G00144650 Eight Critical Forces Shape Enterprise Data Center Strategies Rakesh Kumar Through 2017, infrastructure and operations managers, architects

More information

The Value of Integrating Configuration Management Databases With Enterprise Architecture Tools

The Value of Integrating Configuration Management Databases With Enterprise Architecture Tools Research Publication Date: 13 January 2011 ID Number: G00210132 The Value of Integrating Configuration Management Databases With Enterprise Architecture Tools Ronni J. Colville, Patricia Adams As configuration

More information

Six Best Practices for Aligning Enterprise Architecture With the Business Strategy

Six Best Practices for Aligning Enterprise Architecture With the Business Strategy Research Publication Date: 28 January 2009 ID Number: G00164923 Six Best Practices for Aligning Enterprise Architecture With the Business Strategy Anne Lapkin Alignment of enterprise activities and investments

More information

XBRL Will Enhance Corporate Disclosure and Corporate Performance Management

XBRL Will Enhance Corporate Disclosure and Corporate Performance Management Research Publication Date: 23 April 2008 ID Number: G00156910 XBRL Will Enhance Corporate Disclosure and Corporate Performance Management Nigel Rayner, Neil Chandler Extensible Business Reporting Language

More information

BEA Customers Should Seek Contractual Protections Before Acquisition by Oracle

BEA Customers Should Seek Contractual Protections Before Acquisition by Oracle Research Publication Date: 15 February 2008 ID Number: G00155026 BEA Customers Should Seek Contractual Protections Before Acquisition by Oracle Peter Wesche, Jane B. Disbrow Oracle has announced an agreement

More information

Invest in an analysis of current metrics and those missing, and develop a plan for continuous management and improvement.

Invest in an analysis of current metrics and those missing, and develop a plan for continuous management and improvement. Research Publication Date: 29 April 2008 ID Number: G00154802 Key Metrics for IT Service and Support David M. Coyle, Kris Brittain To evaluate IT service and support performance, senior management must

More information

The EA process and an ITG process should be closely linked, and both efforts should leverage the work and results of the other.

The EA process and an ITG process should be closely linked, and both efforts should leverage the work and results of the other. Research Publication Date: 4 April 2008 ID Number: G00155260 Integrate EA and IT Governance s Betsy Burton, R. Scott Bittler, Cassio Dreyfuss In many organizations, we find that IT governance (ITG) initiatives

More information

Discovering the Value of Unified Communications

Discovering the Value of Unified Communications Research Publication Date: 12 February 2007 ID Number: G00144673 Discovering the Value of Unified Communications Bern Elliot, Steve Cramoysan Unified communications represent a broad range of new solutions

More information

Gartner Clarifies the Definition of the Term 'Enterprise Architecture'

Gartner Clarifies the Definition of the Term 'Enterprise Architecture' Research Publication Date: 12 August 2008 ID Number: G00156559 Gartner Clarifies the Definition of the Term 'Enterprise Architecture' Anne Lapkin, Philip Allega, Brian Burke, Betsy Burton, R. Scott Bittler,

More information

Toolkit: Reduce Dependence on Desk-Side Support Technicians

Toolkit: Reduce Dependence on Desk-Side Support Technicians Gartner for IT Leaders Publication Date: 23 April 2007 ID Number: G00147075 Toolkit: Reduce Dependence on Desk-Side Support Technicians David M. Coyle, Terrence Cosgrove The IT service desk and PC life

More information

Backup and Disaster Recovery Modernization Is No Longer a Luxury, but a Business Necessity

Backup and Disaster Recovery Modernization Is No Longer a Luxury, but a Business Necessity Research Publication Date: 11 August 2011 ID Number: G00215300 Backup and Disaster Recovery Modernization Is No Longer a Luxury, but a Business Necessity John P Morency, Donna Scott, Dave Russell For the

More information

Q&A: How Can ERP Recurring Costs Be Contained?

Q&A: How Can ERP Recurring Costs Be Contained? Research Publication Date: 18 December 2008 ID Number: G00163030 Q&A: How Can ERP Recurring Costs Be Contained? Peter Wesche Driven by increased pressure for cost containment, attendees at the 2008 Financial

More information

IT Operational Considerations for Cloud Computing

IT Operational Considerations for Cloud Computing Research Publication Date: 13 June 2008 ID Number: G00157184 IT Operational Considerations for Cloud Computing Donna Scott Cloud computing market offerings increase the options available to source IT services.

More information

Make the maturity model part of the effort to educate senior management, so they understand the phases of the EIM journey.

Make the maturity model part of the effort to educate senior management, so they understand the phases of the EIM journey. Research Publication Date: 5 December 2008 ID Number: G00160425 Gartner Introduces the EIM Maturity Model David Newman, Debra Logan Organizations cannot implement enterprise information management (EIM)

More information

Key Issues for Consumer Goods Manufacturers, 2011

Key Issues for Consumer Goods Manufacturers, 2011 Industry Research Publication Date: 1 March 2011 ID Number: G00210698 Key Issues for Consumer Goods Manufacturers, 2011 Don Scheibenreif, Dale Hagemeyer Gartner's 2011 consumer goods manufacturing research

More information

Best Practices for Confirming Software Inventories in Software Asset Management

Best Practices for Confirming Software Inventories in Software Asset Management Research Publication Date: 24 August 2009 ID Number: G00167067 Best Practices for Confirming Software Inventories in Software Asset Management Peter Wesche, Jane B. Disbrow This research discusses the

More information

Data in the Cloud: The Changing Nature of Managing Data Delivery

Data in the Cloud: The Changing Nature of Managing Data Delivery Research Publication Date: 1 March 2011 ID Number: G00210129 Data in the Cloud: The Changing Nature of Managing Data Delivery Eric Thoo Extendible data integration strategies and capabilities will play

More information

Private Cloud Computing: An Essential Overview

Private Cloud Computing: An Essential Overview Research Publication Date: 23 November 2010 ID Number: G00209000 Private Cloud Computing: An Essential Overview Thomas J. Bittman Private cloud computing requires strong leadership and a strategic plan

More information

Responsible Vulnerability Disclosure: Guidance for Researchers, Vendors and End Users

Responsible Vulnerability Disclosure: Guidance for Researchers, Vendors and End Users Research Publication Date: 17 October 2006 ID Number: G00144061 Responsible Vulnerability Disclosure: Guidance for Researchers, Vendors and End Users Amrit T. Williams, John Pescatore, Paul E. Proctor

More information

Agenda for Supply Chain Strategy and Enablers, 2012

Agenda for Supply Chain Strategy and Enablers, 2012 G00230659 Agenda for Supply Chain Strategy and Enablers, 2012 Published: 23 February 2012 Analyst(s): Michael Dominy, Dana Stiffler When supply chain executives establish the right strategies and enabling

More information

Risk Intelligence: Applying KM to Information Risk Management

Risk Intelligence: Applying KM to Information Risk Management Research Publication Date: 19 September 2007 ID Number: G00151742 Risk Intelligence: Applying KM to Information Risk Management French Caldwell Risk intelligence is the alignment of information governance

More information

When to Use Custom, Proprietary, Open-Source or Community Source Software in the Cloud

When to Use Custom, Proprietary, Open-Source or Community Source Software in the Cloud Industry Research Publication Date: 3 May 2010 ID Number: G00175030 When to Use Custom, Proprietary, Open-Source or Community Source Software in the Cloud Massimiliano Claps, Andrea Di Maio Cloud computing

More information

Governance Is an Essential Building Block for Enterprise Information Management

Governance Is an Essential Building Block for Enterprise Information Management Research Publication Date: 18 May 2006 ID Number: G00139707 Governance Is an Essential Building Block for Enterprise Information Management David Newman, Debra Logan Organizations are seeking new ways

More information

Take These Steps to Develop Successful BI Business Cases

Take These Steps to Develop Successful BI Business Cases Research Publication Date: 1 February 2008 ID Number: G00154951 Take These Steps to Develop Successful BI Business Cases Neil McMurchy In reviewing many organizations' experiences with developing business

More information

Gartner's Business Intelligence and Performance Management Framework

Gartner's Business Intelligence and Performance Management Framework Research Publication Date: 9 October 2006 ID Number: G00142827 Gartner's Business Intelligence and Performance Management Framework Bill Hostmann, Nigel Rayner, Ted Friedman The use of business intelligence

More information

Document the IT Service Portfolio Before Creating the IT Service Catalog

Document the IT Service Portfolio Before Creating the IT Service Catalog Research Publication Date: 8 January 2009 ID Number: G00163200 Document the IT Service Portfolio Before Creating the IT Service Catalog Debra Curtis, Kris Brittain IT service portfolios and IT service

More information

The IT Service Desk Market Is Ready for SaaS

The IT Service Desk Market Is Ready for SaaS Research Publication Date: 17 April 2009 ID Number: G00166526 The IT Service Desk Market Is Ready for SaaS David M. Coyle The IT service desk market is well-positioned to use the software-as-a-service

More information

IT Architecture Is Not Enterprise Architecture

IT Architecture Is Not Enterprise Architecture Research Publication Date: 17 November 2010 ID Number: G00206910 IT Architecture Is Not Enterprise Architecture Bruce Robertson Many enterprise architecture (EA) teams and their stakeholders still use

More information

The What, Why and When of Cloud Computing

The What, Why and When of Cloud Computing Research Publication Date: 4 June 2009 ID Number: G00168582 The What, Why and When of Cloud Computing David Mitchell Smith, Daryl C. Plummer, David W. Cearley Cloud computing continues to gain visibility.

More information

The Seven Building Blocks of MDM: A Framework for Success

The Seven Building Blocks of MDM: A Framework for Success Research Publication Date: 11 October 2007 ID Number: G00151496 The Seven Building Blocks of MDM: A Framework for Success John Radcliffe Gartner's Seven Building Blocks of Master Data Management (MDM)

More information

Tips for Evaluators: Better Business Intelligence RFPs

Tips for Evaluators: Better Business Intelligence RFPs Research Publication Date: 11 May 2009 ID Number: G00167840 Tips for Evaluators: Better Business Intelligence RFPs James Richardson Many of the business intelligence (BI) RFP data-collection exercises

More information

Successful EA Change Management Requires Five Key Elements

Successful EA Change Management Requires Five Key Elements Research Publication Date: 26 December 2007 ID Number: G00153908 Successful EA Change Management Requires Five Key Elements Richard Buchanan Change, in all its many aspects, is a critical aspect of the

More information

Now Is the Time for Security at the Application Level

Now Is the Time for Security at the Application Level Research Publication Date: 1 December 2005 ID Number: G00127407 Now Is the Time for Security at the Application Level Theresa Lanowitz Applications must be available, useful, reliable, scalable and, now

More information

Iron Mountain's acquisition of Mimosa Systems addresses concerns from prospective customers who had questions about Mimosa's long-term viability.

Iron Mountain's acquisition of Mimosa Systems addresses concerns from prospective customers who had questions about Mimosa's long-term viability. Research Publication Date: 22 March 2010 ID Number: G00175194 Iron Mountain Acquires Mimosa Systems Sheila Childs, Kenneth Chin, Adam W. Couture Iron Mountain offers a portfolio of solutions for cloud-based

More information

Cloud E-Mail Decision-Making Criteria for Educational Organizations

Cloud E-Mail Decision-Making Criteria for Educational Organizations Research Publication Date: 10 June 2011 ID Number: G00213675 Cloud E-Mail Decision-Making Criteria for Educational Organizations Matthew W. Cain Educational organizations sometimes struggle to choose between

More information

Case Study: A K-12 Portal Project at the Miami-Dade County Public Schools

Case Study: A K-12 Portal Project at the Miami-Dade County Public Schools Industry Research Publication Date: 31 December 2007 ID Number: G00154138 Case Study: A K-12 Portal Project at the Miami-Dade County Public Schools Bill Rust The Miami-Dade County Public Schools a school

More information

Gartner Defines Enterprise Information Architecture

Gartner Defines Enterprise Information Architecture Research Publication Date: 20 February 2008 ID Number: G00154071 Gartner Defines Enterprise Information Architecture David Newman, Nicholas Gall, Anne Lapkin As organizations look for new ways to exploit

More information

Research. Mastering Master Data Management

Research. Mastering Master Data Management Research Publication Date: 25 January 2006 ID Number: G00136958 Mastering Master Data Management Andrew White, David Newman, Debra Logan, John Radcliffe Despite vendor claims, master data management has

More information

Q&A: Seven Questions Every Business Intelligence Leader Must Answer

Q&A: Seven Questions Every Business Intelligence Leader Must Answer Research Publication Date: 9 April 2008 ID Number: G00156821 Q&A: Seven Questions Every Business Intelligence Leader Must Answer Kurt Schlegel, Bill Hostmann Every business intelligence leader must answer

More information

Emerging PC Life Cycle Configuration Management Vendors

Emerging PC Life Cycle Configuration Management Vendors Research Publication Date: 20 January 2011 ID Number: G00209766 Emerging PC Life Cycle Configuration Management Vendors Terrence Cosgrove Although the PC configuration life cycle management (PCCLM) market

More information

Organizations Should Implement Web Application Security Scanning

Organizations Should Implement Web Application Security Scanning Research Publication Date: 21 September 2005 ID Number: G00130869 Organizations Should Implement Web Application Security Scanning Amrit T. Williams, Neil MacDonald Web applications are prone to vulnerabilities

More information

How BPM Can Enhance the Eight Building Blocks of CRM

How BPM Can Enhance the Eight Building Blocks of CRM Research Publication Date: 6 April 2007 ID Number: G00146588 How BPM Can Enhance the Eight Building Blocks of CRM Marc Kerremans, Jim Davies Business process management (BPM) should complement an organization's

More information

Organizational Structure: Business Intelligence and Information Management

Organizational Structure: Business Intelligence and Information Management Research Publication Date: 14 April 2006 ID Number: G00138940 Organizational Structure: Business Intelligence and Information Management Betsy Burton, Lee Geishecker, Bill Hostmann, Ted Friedman, David

More information

Q&A: The Impact of XBRL on Corporate Performance Management

Q&A: The Impact of XBRL on Corporate Performance Management Research Publication Date: 27 May 2008 ID Number: G00158184 Q&A: The Impact of XBRL on Corporate Performance Management Nigel Rayner Extensible Business Reporting Language is an XML-based standard that

More information

Energy savings from well-managed data centers can reduce operating expenses by as much as 20%.

Energy savings from well-managed data centers can reduce operating expenses by as much as 20%. Research Publication Date: 29 March 2010 ID Number: G00174769 DCIM: Going Beyond IT David J. Cappuccio Infrastructure and operations (I&O) leaders must now go beyond performance management of IT equipment

More information

IAM can utilize SIEM event data to drive user and role life cycle management and automate remediation of exception conditions.

IAM can utilize SIEM event data to drive user and role life cycle management and automate remediation of exception conditions. Research Publication Date: 1 September 2009 ID Number: G00161012 SIEM and IAM Technology Integration Mark Nicolett, Earl Perkins Integration of identity and access management (IAM) and security information

More information

Microsoft and Google Jostle Over Cloud-Based E-Mail and Collaboration

Microsoft and Google Jostle Over Cloud-Based E-Mail and Collaboration Research Publication Date: 24 March 2008 ID Number: G00156216 Microsoft and Google Jostle Over Cloud-Based E-Mail and Collaboration Tom Austin Both Google and Microsoft come up short in terms of delivering

More information

The Next Generation of Functionality for Marketing Resource Management

The Next Generation of Functionality for Marketing Resource Management G00212759 The Next Generation of Functionality for Marketing Resource Management Published: 11 May 2011 Analyst(s): Kimberly Collins This research defines the next generation of marketing resource management

More information

Case Study: New South Wales State Department of Education Adopts Gmail for 1.2 Million Students

Case Study: New South Wales State Department of Education Adopts Gmail for 1.2 Million Students Industry Research Publication Date: 26 January 2010 ID Number: G00172722 Case Study: New South Wales State Department of Education Adopts Gmail for 1.2 Million Students Steve Bittinger Australia's New

More information

GARTNER EXP CIO TOOLKIT: THE FIRST 100 DAYS. Executive Summary

GARTNER EXP CIO TOOLKIT: THE FIRST 100 DAYS. Executive Summary GARTNER EXP CIO TOOLKIT: THE FIRST 100 DAYS Executive Summary Gartner EXP is an exclusive, membership-based organization of more than 3,000 CIOs and senior IT leaders worldwide. Members benefits from the

More information

The Role of Enterprise Architecture in Technology Research

The Role of Enterprise Architecture in Technology Research Research Publication Date: 26 December 2007 ID Number: G00153117 The Role of Enterprise Architecture in Technology Research Brian Burke Enterprise architects are often tasked with identifying disruptive

More information

Singapore Empowers Land Transport Planners With Data Warehouse

Singapore Empowers Land Transport Planners With Data Warehouse G00219502 Singapore Empowers Land Transport Planners With Data Warehouse Published: 18 October 2011 Analyst(s): Eric Thoo The Land Transport Authority (LTA) of Singapore wanted to improve planning and

More information

An outline of the five critical components of a CRM vision and how they contribute to an enterprise's CRM success

An outline of the five critical components of a CRM vision and how they contribute to an enterprise's CRM success Research Publication Date: 1 March 2007 ID Number: G00146362 How to Create a Powerful CRM Vision Gene Alvarez This research provides: Guidance on how to develop a CRM vision An outline of the five critical

More information

Government 2.0 is both citizen-driven and employee-centric, and is both transformational and evolutionary.

Government 2.0 is both citizen-driven and employee-centric, and is both transformational and evolutionary. Industry Research Publication Date: 11 November 2009 ID Number: G00172423 Government 2.0: Gartner Definition Andrea Di Maio Given the increasing confusion and hype surrounding Government 2.0, it is important

More information

Cloud, SaaS, Hosting and Other Off-Premises Computing Models

Cloud, SaaS, Hosting and Other Off-Premises Computing Models Research Publication Date: 8 July 2008 ID Number: G00159042 Cloud, SaaS, Hosting and Other Off-Premises Computing Models Yefim V. Natis, Nicholas Gall, David W. Cearley, Lydia Leong, Robert P. Desisto,

More information

Consider Identity and Access Management as a Process, Not a Technology

Consider Identity and Access Management as a Process, Not a Technology Research Publication Date: 2 September 2005 ID Number: G00129998 Consider and Management as a Process, Not a Technology Earl L. Perkins, Ant Allan This Research Note complements earlier Gartner research

More information

Recognize the Importance of Digital Marketing

Recognize the Importance of Digital Marketing Recognize the Importance of Digital Marketing Laura McLellan, Lead Author Laura McLellan, Laura McLellan serves CMOs and other marketing executives, sharing how digital strategies are being integrated

More information

User Survey Analysis: Usage Plans for SaaS Application Software, France, Germany and the U.K., 2009

User Survey Analysis: Usage Plans for SaaS Application Software, France, Germany and the U.K., 2009 Dataquest Publication Date: 23 February 2009 ID Number: G00165376 User Survey Analysis: Usage Plans for SaaS Application Software, France, Germany and the U.K., 2009 Chris Pang Gartner surveyed nearly

More information

Best Practice: Having a 'Big Picture' View of IP Telephony Will Give the Buyer More Control

Best Practice: Having a 'Big Picture' View of IP Telephony Will Give the Buyer More Control Research Publication Date: 12 February 2008 ID Number: G00154811 Best Practice: Having a 'Big Picture' View of IP Telephony Will Give the Buyer More Control Steve Blood Companies spend too much on IP-PBXs

More information

Best Practices for Planning Windows 7 Deployment

Best Practices for Planning Windows 7 Deployment Research Publication Date: 4 March 2010 ID Number: G00174371 Best Practices for Planning Windows 7 Deployment Michael A. Silver Successful migrations to Windows 7 will meet user expectations, are done

More information

Predicts 2008: The Market for Servers and Operating Systems Continues to Evolve

Predicts 2008: The Market for Servers and Operating Systems Continues to Evolve Research Publication Date: 6 December 2007 ID Number: G00152575 Predicts 2008: The Market for Servers and Operating Systems Continues to Evolve John Enck, Philip Dawson, George J. Weiss, Rakesh Kumar,

More information

Clients That Don't Segment Their Network Infrastructure Will Have Higher Costs and Increased Vendor Lock-in

Clients That Don't Segment Their Network Infrastructure Will Have Higher Costs and Increased Vendor Lock-in Research Publication Date: 15 March 2011 ID Number: G00210952 Clients That Don't Segment Their Network Infrastructure Will Have Higher Costs and Increased Vendor Lock-in Tim Zimmerman Enterprises must

More information

Data Center Consolidation: Top 10 Best Practices for Project Success

Data Center Consolidation: Top 10 Best Practices for Project Success Research Publication Date: 2 May 2011 ID Number: G00212551 Data Center Consolidation: Top 10 Best Practices for Project Success David J. Cappuccio Many data center consolidation projects fail to meet overall

More information

Repurposing Old PCs as Thin Clients as a Way to Save Money

Repurposing Old PCs as Thin Clients as a Way to Save Money Research Publication Date: 30 March 2009 ID Number: G00166341 Repurposing Old PCs as Thin Clients as a Way to Save Money Mark A. Margevicius, Stephen Kleynhans Tough economic times are forcing customers

More information

Mainframe Modernization: When Migration Is the Answer

Mainframe Modernization: When Migration Is the Answer Research Publication Date: 8 January 2010 ID Number: G00171622 Mainframe Modernization: When Migration Is the Answer Dale Vecchio Mainframe migrations can be executed in a number of ways. Which choice

More information

Cloud IaaS: Service-Level Agreements

Cloud IaaS: Service-Level Agreements G00210096 Cloud IaaS: Service-Level Agreements Published: 7 March 2011 Analyst(s): Lydia Leong Cloud infrastructure-as-a-service (IaaS) providers typically offer SLAs that cover the various elements of

More information

The Six Triggers for Using Data Center Infrastructure Management Tools

The Six Triggers for Using Data Center Infrastructure Management Tools G00230904 The Six Triggers for Using Data Center Infrastructure Management Tools Published: 29 February 2012 Analyst(s): Rakesh Kumar This research outlines the six main triggers for users to start using

More information

Selection Requirements for Business Activity Monitoring Tools

Selection Requirements for Business Activity Monitoring Tools Research Publication Date: 13 May 2005 ID Number: G00126563 Selection Requirements for Business Activity Monitoring Tools Bill Gassman When evaluating business activity monitoring product alternatives,

More information

What Is the Role of Quality Assurance in a SaaS Environment?

What Is the Role of Quality Assurance in a SaaS Environment? Research Publication Date: 15 September 2009 ID Number: G00170552 What Is the Role of Quality Assurance in a SaaS Environment? Thomas E. Murphy, Daniel Sholler, Christian Hestermann Software as a service

More information

Case Study for Supply Chain Leaders: Dell's Transformative Journey Through Supply Chain Segmentation

Case Study for Supply Chain Leaders: Dell's Transformative Journey Through Supply Chain Segmentation Research Publication Date: 12 November 2010 ID Number: G00208603 Case Study for Supply Chain Leaders: Dell's Transformative Journey Through Supply Chain Segmentation Matthew Davis Faced with ever-changing

More information

The Four New Ps of Marketing That CMOs and CIOs Should Consider

The Four New Ps of Marketing That CMOs and CIOs Should Consider G00227185 The Four New Ps of Marketing That CMOs and CIOs Should Consider Published: 18 May 2012 Analyst(s): Kimberly Collins Four new Ps of marketing align people and processes across the marketing ecosystem,

More information

CDOs Should Use IT Governance and Risk Compliance Management to Advance Compliance

CDOs Should Use IT Governance and Risk Compliance Management to Advance Compliance Industry Research Publication Date: 1 May 2008 ID Number: G00156708 CDOs Should Use IT Governance and Risk Compliance Management to Advance Compliance Barry Runyon Care delivery organizations (CDOs) are

More information