Call it Enterprise Performance Management or Corporate Performance Management or whatever you will — we will bring the most interesting, thoughtful, and sometimes maybe a wee bit controversial personalities in our little world and simply talk. The conversations will be free ranging and open ended. We (Cameron, Celvin, and Tim) think you will find it interesting. We hope.
EPM Conversations -- Episode 12, A Conversation With Kumar Ramaiyer, Workday Adaptive Planning Business Unit Vice President
As Everyone Knows, But Hardly Anyone Actually DoesOne of my fondest recollections of Kscope (umm, one year or another, they all blend together after a while) is sitting in on Kumar’s introduction of Exalytics (remember that Wave Of The Future?). As Kumar dived deeper and deeper into the hardware behind Essbase-on-Exalytics, he prefaced each increasingly (exponentially?) complex computer engineering concept and detail with, “As everyone knows…”. If only. I sure didn’t.
Key to Kumar’s personality is this liberality of intellectual comradeship: he thinks that surely whatever a given insanely complex topic might be is easily understood by the average geek. This (possibly insanely optimistic) generosity of intellectual spirit informs this podcast as Kumar takes us (and you, Gentle Listener) through his journey from theoretician to developer to advocate to Vice President of Engineering while working at Informix, Oracle, and now Workday.
Cubes, Cubes, CubesBeyond the interesting personal history (and you have to catch Kumar’s glory days in the NCAA and yes, really; we in the performance management space are polymaths), he gives one of the most passionate, cogent, and comprehensive arguments of the cube as the ideal for planning and budgeting. I’ve worked with non-cube forecasting tools and while they certainly have their uses, calculations that are trivial in a cube can be hard graft otherwise. Listen to Kumar and be convinced.
Join us, won't you?
EPM Conversations -- Episode 11, A Conversation With Peter Fugere, OneStream Software's Chief Strategic Services Officer.
Riding a rocket to the heavensOneStream’s rise has been meteoric: from a startup in a very small office in the not-particularly-well-known-tech-incubator Rochester, Michigan, to international powerhouse in the performance management space in less than a decade.
Peter Fugere has been there from almost the very beginning and has an insider’s perspective on what makes OneStream tick, the product’s genesis, current initiatives (Peter is involved in more than one), and its exciting future. From consolidations to planning to relational to analytics to machine learning to the certification program to the recently announced OneCommunity to OneStream Press, it’s all there in just an hour. Rocket ship as sobriquet is scarcely sufficient and this episode reflects that break neck speed and excitement.
Join us, won't you?
EPM Conversations -- Episode 10, A Conversation With Jodi Hill, Pattern Recognizer and Outlier
We’re all wired to see patternsWe live in patterns: seasonal, political, historical, and even atomic. Many live a life blithely unaware of them, which is to their disadvantage, for understanding those patterns is key to what makes us human, drives culture and society, and informs economics. We happy few in the performance management world figuratively live and die by the patterns in data. If careful observation of clients, customers, and conferences is an accurate guide, we are largely cut from the same professional and educational cloth. This is not always true. Those of us who come from outside that pattern have different perspectives, values, and insights. Jodi Hill is one such outlier.
Her path to a job in business strategy is atypical and is driven by its unconventionality: from Army translator to accountant to consultant to strategist is surely out of our norm. So too is an educational journey from the Defense Language Institute to a BS in accounting to multiple Masters in predictive analytics, public policy, and health economics. No matter how diverse this may seem at first glance, it is held together by the thread of transforming data into information by seeing, interpreting, and understanding patterns. I’ve met a fair few people in our field and have never come across anyone with quite Jodi’s background. It is refreshing and makes her episode a memorable one.
Join us, won't you?
EPM Conversations -- Episode 9, A Conversation with Matthias Heilos, CEO of Finance Technology Innovations
Data, data everywhere, and none of it in the right place or in the right formatPerformance cannot be managed (see what I did there?) without data. And yet data –because it is in the wrong format, because it is in the wrong place, because it is poorly defined, because we don’t have the ability or the resources or the time to transform it into what our systems need – is ever a challenge. Data is, quite simply put, hard. FinTech Innovations aims to alleviate that challenge and make data easy.
See a problem, fix a problemThe performance management world is small (which suggests that alas this podcast’s audience will necessarily follow suit unless we figure out how to break out – we’re working on it): I’ve known Matthias for at least a decade although when I first met him he was (I think – it was a while ago) an independent consultant.
How did Matthias go from that most independent (and arguably isolated) place to software entrepreneur? What made him leave HFM and FDMEE (apologies to all of you bass players out there – just listen and you’ll understand) behind and focus solely on the manifold problems that are data? Why would someone leave the relatively stable world of consulting for risky entrepreneurship? You, Loyal Listener, have but to listen to know.
How did he solve it? With ICE Cloud.Before/after/during the podcast, have a look at ICE Cloud. Whether you’re a customer of Oracle, OneStream, AnaPlan, Blackline, Workivia, or one of the other players in the performance management space or if your firm uses Oracle, SAP, Microsoft Dynamics, or NetSuite, ICE Cloud can talk to all of them and in the cloud. ICE Cloud is a complete end-to-end data integration tool, almost completely graphical. It’s pretty astounding and lets functional (aka normal not supergeeks although they too can profit from the tool) people own data.
Schedule a demo, learn more about the product, understand the platform, and even get a free PoC. It’s all but a click away. I encourage you to explore ICE Cloud.
And oh yeah, one other other thingI continue to be fascinated by the music/math/logic connection. Think of the people you know in this field that practice music. It’s everywhere and Matthias is no exception although most of us haven’t made to a show like Das Supertalent. You’ll have to listen till the end of the show to hear him in action. He is quite good.
Hear the conversationWe hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners just like you to more easily find EPM Conversations.
Join us, won’t you?
EPM Conversations -- Episode No. 8, A Conversation with Tom Shea, CEO of OneStream Software
From Enterprise administrator to CEO, from market disruptor to Magic Quadrant visionaryWe at EPM (or should that be CPM?) Conversations are – unsurprisingly – pleased beyond belief to have OneStream Software CEO Tom Shea as our very special guest. We think you'll be pleased as well.
OneStream is in the moment and of the future. How did that happen? Who made that happen? What is its genesis? Where is OneStream right now and where will it be in the future? Why is it such a success? This podcast answers all and throws in more than a few surprises.
OneStream as a rocket shipCertainly its rise has been meteoric. What has enabled OneStream to evolve so quickly from an industry insurgent to a market visionary? I could opine (those of you who have had the misfortune to cross Yr. Obt. Svt.’s path have long known that I have many opinions, performance management and otherwise, some of which are even correct) on why that is but ultimately that’s just a geek’s take on a force somewhat larger than him.
Better instead to listen to the man himself as he takes us all on a journey from CPA to CEO in a frank and forthright manner. You’ve not likely heard a CEO speak like this before – this conversation is essential if you want to understand what makes OneStream tick.
Hear the conversation00:00 - 02:00 Introductions02:00 - 15:05 Tom’s Career Path to OneStream15:05 - 19:35 The “One Platform” Concept19:35 - 23:00 What Is OneStream?23:00 - 25:30 New Features for Planning Processes25:30 - 28:45 OneStream Customer Community and Growth28:45 - 33:30 Changing from Being a Bootstrapped Company to a Large Company33:30 - 35:40 Development of a Community35:40 - 40:40 Analytics, Consolidation vs Aggregation and Architecture in OneStream40:40 - 42:25 Working with Public Sector Clients42:25 - 47:30 Roadmap for Machine Learning47:30 - 52:10 Roadmap for Analytics52:10 - 53:20 UpStream, OneStream, and The Fish53:20 - 61:50 Set-Based Languages and OneStream Block Language61:50 - End OutroductionsWe hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners just like you to more easily find EPM Conversations.
Join us, won’t you?
EPM Conversations -- Episode No.7, A Conversation With Kevin Lawrence, Marketing Analytics, Corporate To Guerilla
Not EPM, not CPM, but analytics of a marketing kindThis podcast is dipping its collective and metaphorical toe outside of the warm and cozy confines of performance management with a conversation with a guest whose job, passion, and personal interest is understanding the relationship of human behavior with business through the lens of marketing analytics. Join us, won’t you, on this fascinating conversation with Kevin Lawrence that is most definitely not within the scope of traditional EPM but most definitely within the scope of your interest.
The journey to marketing and analyticsKevin’s had an interesting path, one that isn’t really the norm in our fascinating (ahem) EPM world: from the arts to nonprofits to the Fortune 100 to Find The Loose Brick.
Numbers without an understanding of the nexus of business and people are meaningless. Kevin’s professional life has deeply informed how he and his clients understand how you and I interact with corporations and their products, services, and oh yeah: each other.
The past actually is prologueFor you wee lads and lassies who weren’t around to witness the change in tools and corporate culture and customers (us) and of course analytic tools and how they are used has changed the introduction to this podcast will be informing. You’ve never had it so good.
For those of us who were, the evolution analytics path mirrors our own beloved performance management products.
Regardless of our experience, the need to understand how companies and their customers interact has remained exactly the same.
The present and the future of marketing analytics are in Kevin's professional purview and should be for you as well.
Fascinating stuff and well worth the listen (I encourage you to enjoy both the video and the podcast but not at the same time) if you want to expand your horizons beyond the finance side of a business.
Hear the conversationStart – 6:40 Intros and start of Kevin’s career6:40 – 18:40 Development of 1990s analytic tools18:40 – 28:20 Moving from non-profit to large corporate and then to independent28:20 – 31:30 Selling the value “analytics” before the industry really existed31:30 – 34:00 Today’s tools, Google suite34:00 – 40:20 Connection to EPM40:20 – 44:00 Is there a Finance and Marketing divide?44:00 – 46:00 Demonstrating dollar value of marketing46:00 – 52:05 Does marketing analytics always require big, expensive tools?52:05 – 60:50 Why are there FOSS or low-cost tools in Analytics but not EPM?60:50 – 64:30 Do low-cost tools support large corporate data requirements?64:30 – 76:30 Will EPM move as fast as Analytics?76:30 – 84:45 What’s in the next 5-10 years for Marketing Analytics?84:45 – End OutroWe hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and also – and rather more importantly – allows listeners to more easily find us.
Join us, won’t you?
You guys are already doing a great help through your blogs. This is making us more engaging and bringing us closer to EPM.
Great podcast! Very informative and helpful.
A wealth of experience and knowledge
Can’t go wrong with this podcast if you are interested in or working with EPM technology!