Posts Tagged ‘data management’

The COVID-19 pandemic has done a great job revealing trouble spots and gaps in many companies’ technology strategies this year. If you’ve discovered that your data strategy and technology solutions need improvement, then this podcast is for you. Join host Arvind Murali, Principal and Chief Strategist of Data at Perficient, for the first season of […]

My previous blog analyzed customer intelligence and the benefits it provides. This blog will show the benefits of personalization and outline what’s required to implement a personalization program. Financial services companies that have implemented personalization report positive results, including: 60% increase in revenue per customer 81% increase in customer retention 87% increase in customer engagement […]

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. Personalization requires a solid data management and analysis foundation, and financial services companies are starting to leverage customer intelligence platforms to collect, analyze, and contextualize vast […]

Previously, I discussed personalization’s future in financial services. Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. It needs to address integrating identifiers across available touchpoints and devices, customer preferences and interests, data sources that include […]

“The future of banking is going to be very personalized — one to one. Banks need to become more relevant in the moment for a consumer who has a particular problem. The power of data and artificial intelligence can help us do that.” Lisa Frazier, Head of the Wells Fargo Innovation Group Personalization is the […]

Both OneStream and Oracle EPM cloud provide the data file batch functionality to load the data.  The common ground is that they both need a specific file name format, others are different.   For OneStream, here are the steps: Create batch processing extender business rule. Batch file processing is executed by creating an Extender Business […]

Sometimes we need to load multiple years and periods of data planning or Essbase, like a business plan or forecast data. Data Management/FDMEE provides the different options for loading multiple years and periods data from the file, depending on the different file formats. If data is in a single column and both Year and Period […]

Co-authored with Rebecca Green. As you know, one of the key components in any implementation is the data. Users cannot budget without seeing some sort of trend from past months. Users cannot close their books without Actuals flowing into their consolidation application. Reconciliations cannot be performed without the data from an ERP system. Join us […]

I recently shared a project in which we helped a pharmaceutical company build studies in Oracle InForm. Today, I want to share a project that has to do with the length of time it took for a major pharmaceutical company to run Oracle InForm reports, which caused significant problems, including delays in being able to […]

“What is the best way to talk about a geeky subject and make it intriguing for everyone, even to those who do not work in a related field?” After wrapping up another workday containing “all things PIM,” and heading out to walk the dog, I began listening to an audiobook on the topic of Mindfulness […]

The importance of data and analytics will continue to grow in 2020 and there are ten trends your organization should take note of to stay competitive. In the video below, I’ve outlined these ten trends and what you can do to stay on top of them. 10 Data and Analytics Trends in 2020 [Video] Data […]

To achieve success, businesses must sell their products swiftly, seamlessly, and at the lowest possible cost. This begins with efficient product data management. Simplifying data management and minimizing IT involvement can shorten the time needed to bring a product to market, enabling faster sales. Empowering business teams to manage product information, rather than relying on […]