October 4, 2024

“EPM is a mature and important technology for SMEs. Data leaders in SME organizations that have not yet deployed EPM solutions should work with finance leaders and executive management to explore how it may benefit them.”
John Hagerty, Distinguished Analyst at Dresner Advisory.

Market Studies

We published the Small and Mid-Sized Enterprise Business Intelligence and Performance Management reports last month.

Our next reports will be Financial Consolidation and Close Management, scheduled for the middle of October, and Sales Performance Management, slated for the end of the month.

Research Insights

Research Insights highlight the hot topics data leaders are facing and provide our analyst recommendations. Recent titles include:

–       The Data Organization Doesn’t Make Leaders – Leaders Make the Data Organization

–       Governance is Not Compliance – It is a Key Competency for Modern Competitive Advantage

–       Defend and Grow Your BI Budget By Focusing Spending on Supporting Critical Business Outcomes

Special Reports

We issued a Special Report examining the offerings and positioning of CCH Tagetik and OneStream Software, two major players in the EPM market. This and the other Special Reports are available on the portal.

Let me know if you need a password reset or would like others in your organization to have access to our research portal.

Speaking of the Portal….

We are working on a refresh of the portal, making it more streamlined and providing a look that is consistent with the corporate website. Stay tuned for the official update.

Mid-Year Data Collection

End user data collection is going strong. As we connect with the vast Dresner community to obtain their input, we also rely on you, the vendors, to promote the survey with your customer base.

We recommend sharing your unique link through broad and direct distribution methods such as an email campaign. If you are an ADI vendor, please remind your customers to rate you in that section of the survey.

The mid-year program covers Analytical Data Infrastructure, Embedded BI, Data Engineering, Workforce Planning and Analysis, Supply Chain Planning and Analysis, Active Data Architecture, and Generative AI. These reports will be published on a rolling basis from December through the 1^st quarter of 2025.

Please email Michelle if you need us to re-send your link or have questions on the process. We appreciate your efforts!

Check in Calls/Leveraging Units

I am reaching out to schedule individual check in calls to discuss how you’d like to leverage the units of analyst time included with your subscription.

As a reminder, our analysts can support your lead gen and customer facing events: traditional webinars, panels, fireside chats, and podcasts all are popular options. You can also leverage our analyst expertise on advisory sessions covering a range of topics: competitive intelligence, product roadmap development, go-to-market strategies, and message reviews are just a few examples of where we can provide value.  If you have other requests or would like to brainstorm on how to engage with our analyst team, let’s set up a time to talk.