What is Business Intelligence and Why Should GPs Care

Having the ability to synthesize and glean insights from vast (and growing) data sets can be very useful across many roles and functions in any organization.

The investment management industry, whose business model is predicated on information discovery, has taken notice. "Business Intelligence", or "BI" tools are being deployed across the firm, from the back office to investment teams to client relations.

This paper will look at four situations typical in a GP – managing the deal pipeline, monitoring portfolio company KPIs, fundraising and management/partner reporting – to see how these tools can be utilized to optimize decision making across the firm.

Get Whitepaper

The Risk of Spreadsheets For Private Capital Fund Managers

Spreadsheets are like an old friend - we rely and trust them, even if they make us crazy once in a while. But in terms of the private capital industry, too much reliance can turn into an unproductive relationship.

With private capital’s increasing influence in the financial markets, the role the spreadsheet plays in making major decisions - across the back office, deal teams and LPs, - is worth examining.

This whitepaper looks at the nature of the risks posed by the continued prevalence of spreadsheet-based processes at private equity, private debt, real estate and venture firms.

Get Whitepaper

Sullivan Solar Power’s IT Leader Enables Lead Generation and Revenue Growth

When Daniel Sullivan started Sullivan Solar Power he had one goal in mind: to transform the way the world generates electricity.

At the time his company launched in 2004 it was one of few in the San Diego area that installed solar power systems. Since then not only has Sullivan Solar Power grown tremendously, so has the industry itself.
But the company’s fast growth was hindering their ability to deliver. Sullivan Solar Power needed to find a way to stay ahead of the competition. Company leaders quickly identified that they needed a better way to manage an exploding volume of sales leads.

The company’s spreadsheet-based system for tracking leads was inconsistent and impossible to report on making it difficult to know the actual number of leads. The team turned to Quick Base to quickly build a centralized system to manage sales leads and other key company information. They have since leveraged Quick Base to streamline multiple processes and functions, from multiple business functions like HR, Purchasing, and IT.

View Now

Drive Business Success with a Dual-Track Approach to Transformation

Digital transformation has become the watchword—or, some would say, buzzword—in corporate suites for much of the past decade. The drive to leverage digital capabilities comes as operational agility is seen as the answer for innovating new business models and serving rapidly shifting customer demands. The Covid-19 pandemic has only intensified the need for organizations to move quickly to prepare for the next large-scale crisis or seize a new opportunity.

Quick Base has sponsored this research by Harvard Business Review Analytic Services to explore why IT leaders are embracing dual-track transformation, the impacts on their businesses, and how they are implementing rapid-cycle innovation to support this strategy. In this survey, you’ll see data that reflects input from over 400 IT leaders, as well as crucial insight from chief information officers at some of the largest companies in the world.

View Now

5 Proven Ways to Drive Continuous Improvement

Process is the lifeblood of every business, and yet too many organizations suffer from processes that are inefficient and unsustainable. Whether your organization is stuck navigating a snarl of unwieldy spreadsheets and emails or painstakingly customizing large, complex systems with part-time support from overworked technical teams, the result is the same: a bogged-down business with frustrated employees, customers, and shareholders.

It doesn’t have to be this way.

Creating and sustaining efficient business processes requires expert planning and design, but also supporting technologies to keep work moving across the entire process. In this eBook, we’ll show you how five different organizations transformed previously disparate tasks and workflows into a seamless process with all the benefits—at a fraction of the cost or time commitment—of customizing legacy business applications.

View Now

A Galaxy of IT Insights

At Eaton, we've always strived to get to know IT pros and their needs by listening to them directly. Recently we launched My IT Galaxy, a questionnaire-slash-infographic creator, where nearly 900 IT pros told us about their day-to-day realities, infrastructure, and stance on pizza toppings.

Our survey included a spectrum of environments, organizations and industries, including education, healthcare, finance, and retail. And so, a whole galaxy of IT insights was born. Here are some of the results.

View Now

A Galaxy of IT Insights

At Eaton, we've always strived to get to know IT pros and their needs by listening to them directly. Recently we launched My IT Galaxy, a questionnaire-slash-infographic creator, where nearly 900 IT pros told us about their day-to-day realities, infrastructure, and stance on pizza toppings.

Our survey included a spectrum of environments, organizations and industries, including education, healthcare, finance, and retail. And so, a whole galaxy of IT insights was born. Here are some of the results.

View Now

Infographic: Accelerating Automation: How Businesses are Adapting to a Post COVID-19 World

The majority of business leaders say they have made business process automation a top priority in recent years. But now, 80% of business leaders say they face new challenges as a direct result of COVID-19. Organizations overwhelmingly agree that business process automation is crucial in a post-COVID world—but it won’t be easy. Businesses will have to invest in technologies that scale with the business, standardize strategies for continual process improvement, allow citizen developers to drive automation efforts, and most importantly, embrace change. Download this infographic to learn more about how K2, a leader in intelligent process automation, can help.

View Now

Whitepaper: Accelerating Automation: How Businesses are Adapting to a Post COVID-19 World

Business process automation is challenging at the baseline – and COVID-19 has made it feel nearly impossible. However, it is more important now than ever.

Organizations overwhelmingly agree that business process automation must be embraced to address new, immediate business realities as well as to ensure long-term survival. This is not an easy road. Those who are most effective at overcoming barriers and rallying their teams to embrace change will be well- poised to win in the future.

Get Whitepaper

COVID-19 Just Accelerated Your Road to Automation

This webinar focuses on how COVID-19 has accelerated your road to automation, and how you can use K2 tools to not only patch the gap, but rapidly automate solutions across your enterprise. Learn tips to implement your automation strategy and become adept at adapting to crises with speed and agility. This discussion also explores how COVID-19 broke organization's processes, but more importantly how COVID-19 has created a new "business as usual".

View Now

COVID-19 Remote Work Just Broke Your Processes: Here’s What To Do About It

Automating business processes to win, serve, and retain customers has been an imperative for years. With COVID-19 sending workers home to work en masse, the goal for many has become restoring manual processes that have either failed completely or been crippled. Read this report to learn how to mitigate the current business disruptions and set a foundation for faster, more agile process automation going forward.

View Now

FreddieMac- Crawl, Walk, Run – Improve IT operations with xMatters

Over the course of the past several years, FreddieMac's IT service management needed a way to pull support staff and information from workday, the current system at the time. They needed a tool that was easy to use, worked reliably all the time, and something that was consistent and fun. Instead of updating information manually on spreadsheets, they were able to achieve IT excellence with xMatters.

Learn more about FreddieMac's journey with xMatters, and how they integrated with ServiceNow to master roster rotations, manage escalations among staff, and streamline the IT infrastructure to grow from ~100 to ~300 support groups.

View Now

Whitepaper – Top 5 Salesforce Integration Patterns

Getting the most value out of your IT investments is now more crucial than ever. Integrating Salesforce with your enterprise architecture is key to enabling sales teams, enhancing customer loyalty, and growing market capabilities.

Read this whitepaper to learn how to:

  • Streamline business processes and maximize services and solutions.
  • Integrate Salesforce with custom applications, databases, ERP, and CRM systems.
  • Synchronize CRM systems, migrate from legacy CRM systems, broadcast ERP data into your CRM system, and more.

Get Whitepaper

Open Source Security And Risk Analysis Report

Synopsys helps development teams build secure, high-quality software, minimizing risks while maximizing speed and productivity. Synopsys, a recognized leader in application security, provides static analysis, software composition analysis, and dynamic analysis solutions that enable teams to quickly find and fix vulnerabilities and defects in proprietary code, open source components, and application behavior.

View Now

Navigating the Open Source Risk Landscape

Open source use isn’t risky, but unmanaged use of open source is.

Open source software forms the backbone of nearly every application in every industry. Chances are that includes the applications your company develops as well. If you can’t produce an accurate inventory of the licenses, versions, and patch status of the open source components in your applications, it’s time to assess your open source management policies.

This paper provides insights and recommendations to help organizations and their development and IT teams better manage the open source risk landscape. It covers:

  • Open source license risk and the need to identify and catalog open source licenses
  • Security risk that comes with open source use and inadequate vulnerability management
  • Operational open source risk, version control, and the dangers of using inactive components

View Now