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Analyst Blog
September 23, 2024

News Analysis: Capgemini Research Institute's Latest Sustainability Report Shows Prioritization For Regulatory Compliance and Operational Efficiency

New C-Suite
Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability lt;p style=quot;font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0);quot;gt;lt;span style=quot;font-size: 12pt;quot;gt;lt;span style=quot;font-family: quot;Times New Romanquot;, serif;quot;gt;lt;span style=quot;font-family: Calibri, sans-serif;quot;gt;In the third annual “lt;igt;A World In Balance 2024lt;/igt;” report by Capgemini Research Institute, 6500 consumers over the age of 18 and 2152 executives employed at 727 organizations with more than $1 billion in annual revenue were surveyed on their views, investments, and progress in sustainability. Overall findings show how organizations have prioritized investments with tangible return on investment (ROI), improved sustainable design, and doubled down on measurement. Key regulations such as the European Union’s corporate sustainability reporting directive (CSRD) will drive continued investments to address regulatory compliance.lt;/spangt;lt;/spangt;lt;/spangt;
R "Ray" Wang
Analyst Blog
July 07, 2024

Monday's Musings: How To Deliver On Both Performance And Diversity Amidst The DEI Backlash

New C-Suite
The recent backlash on diversity, equity, and inclusion (DEI) programs stems from both the lack of quantitative data showing how diverse teams improve performance and the discriminatory nature in how these teams were constructed. In 2015, a McKinsey study lauded the dividends to be gained from diversity. The well meaning Davos set used this study to launch a movement for diversity, resulting in hundreds of billions spent on diversity programs across businesses, the public sector, and non-profits over the past decade.
R "Ray" Wang
Analyst Blog
June 24, 2024

News Analysis: Only A Few Companies Will Win In Fueling The Age of AI

Data to Decisions
AI Begins And Ends With Nvidia Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
R "Ray" Wang
Analyst Blog
June 24, 2024

Monday's Musings: Progress Through The Five A's of AI

Data to Decisions
Take A Measured Approach To AI Adoption The rush to AI projects often comes as an all or nothing approach. However, lessons learned from Constellations Executive Network (CEN) members show a gradual and measured approach. Constellation sees five phases to adoption from both a business and cultural point of view:
R "Ray" Wang
Analyst Blog
May 05, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
R "Ray" Wang
Analyst Blog
March 27, 2024

Tuesday's Tip: Why Unethical Marketing Costs Tech Vendors 100’s of Millions Every Year

Marketing Transformation
What Every Tech Vendor CEO and CFO Should Know About Their CMO’s Wasted Investments In Vanity Metrics Marketing professionals face massive pressure to show that their marketing investments have paid off. In a zero-interest rate environment, budgets were flush and marketers had a lot of leeway in building brand, hosting amazing events, and buying ads to improve market presence. However, a shift to a five percent interest rate environment has many CMO’s focused on performance marketing, showing return on investment, and moving MQLs from SQLs as fast as they can.
R "Ray" Wang
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
New Chips, New Business Models Ahead In Accelerated Computing Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
R "Ray" Wang
Insight News
March 04, 2024

Change Healthcare attack puts cash squeeze on physician practices

Digital Safety, Privacy & Cybersecurity
The impacts from a Feb. 21 Change Healthcare ransomware attack continue to be felt as physicians still cannot file claims in many cases and practices are beginning to feel the sque...
Larry Dignan
Analyst Blog
February 29, 2024

News Analysis: Finance In The Age Of AI - Microsoft Copilot for Finance

Data to Decisions
The Leap Year Brings A New Copilot - Finance Microsoft announced the public preview of Copilot for Finance. With tools such as Copilot, the user experience begins and ends with generative AI. In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.
R "Ray" Wang
Insight News
January 14, 2024

Themes from the healthcare data, AI, disruption front lines

Data to Decisions
With CES 2024 featuring a good dose of healthcare and wellness news and JP Morgan 42nd Annual Healthcare conference, there were plenty of items to ponder. Here are vignettes from h...
Larry Dignan
Analyst Blog
January 13, 2024

Event Report: Rebuilding Trust - The 2024 Davos Agenda

Data to Decisions
The World Economic Forum's Four Themes Seek To Rebuild Trust The 54th annual convening at Davos brings 2700 delegates from over 130 countries to officially attend the World Economic Forum’s event. Meanwhile, an additional 5000 individuals join events around Davos in a series of programing known as UnDavos. This year’s official Davos proceedings center on four main themes:
R "Ray" Wang
Analyst Blog
December 27, 2023

Trends: Tech IPOs Will Come Back In 2024

Data to Decisions
Two Year IPO Drought Coming To An End In 2023, only 148 companies completed an initial public offering (IPO). This was the worst year on record and followed a 15% decline from the number of IPO's in 2022, another disappointing year. In 2023, ARM was the sole blockbuster tech IPO. After a brutal two years with a paucity of tech IPOs, the market is poised for a resurgence in 2024.
R "Ray" Wang
Analyst Blog
October 03, 2023

Research Summary: The Urgent Case For A Chief AI Officer (CAIO)

New C-Suite
lt;span style=quot;font-size:11ptquot;gt;lt;span style=quot;font-family:quot;Verdanaquot;,sans-serifquot;gt;\With artificial intelligence (AI) projects all the rage, organizations must make a strategic determination to create a new CxO role at least at a functional level if not at a title level.. This decision should not be made lightly, however. Although the chief AI officer (CAIO) role is critical to an organization’s success, the level of collaboration across business, IT, finance and operations, HR, and legal risk and compliance requires an unprecedented level of cooperation and orchestration. Boards will also want to consider AI at the same level as CyberSecurity.lt;/spangt;lt;/spangt;
R "Ray" Wang
Andy Thurai
Insight News
September 16, 2023

Oracle's plan for Cerner: Cloud shift, generative code rewrite

Data to Decisions
Oracle has big plans for its Cerner acquisition, but it has integration work ahead including moving a customer base to the cloud and rewriting applications with a little help from ...
Larry Dignan