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 […]
Posts Tagged ‘data management’
Customer Data Management Challenges in Financial Services
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 […]
[Guide] Why Personalization Is the Future of Financial Services
“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 […]
CPM Data File Batch Functionality
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 […]
Multi-Year Multi-Period Data Load
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 […]
Oracle Financials and ARCS: A Two-Part Journey into the World of Data Integrations
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 […]
Improving the Performance of Oracle InForm Reports
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 […]
PIM is to Organizational Growth as Mindfulness is to Personal Growth
“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 […]
10 Data and Analytics Trends in 2020
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 […]
Avoid Conflict for Positive Profit: Data Governance with InRiver
To be successful, businesses need to sell their products quickly, seamlessly and at the lowest possible cost. This starts with managing your product data efficiently. By reducing the complexity of data management and providing a process that requires little involvement from IT, organizations can reduce the time it takes to make a product available to […]
Configure Oracle HCM Cloud as Source for EPBCS – Part 2
In Part 1 of this blog post series, we covered the standard process to create, configure, and initialize Oracle HCM Cloud as a source application for Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). In Part 2, we’ll address the steps to take when the EPBCS application has customized dimensions. There is no Oracle documentation about […]
Configure Oracle HCM Cloud as Source for EPBCS – Part 1
Oracle Human Capital Management (HCM) Cloud can be configured to be a Data Management source system as type “Oracle HCM Cloud.” This integration provides the user with an easy way to integrate data from the Oracle HCM Cloud application into the Workforce Planning or Strategic Workforce Planning application without using flat files in the middle. […]