EPM Conversations — Episode 14, A Conversation with Sree Menon, The Calc Man

Sree Menon, The Calc Man

Many years ago (just over 10!), Yr. Obt. Svt. wrote a blog post on why he Hated and Loved Calculation Manager. I even did it twice. I am – oft times, still, it continues unabated – a complete smartass who pays little heed to what he says and writes and this was most definitely one of those times. These posts were a continuation of not altogether terrifically awesome judgement as they were an expansion of a similarly-snarky two parter on Hyperion Business Rules. 2009? 2012? My, but the time does fly.

So that’s four snide technical blog posts on two closely related Oracle products. As is typical and as has been noted, I performed zero thought on any potential consequences that might arise from click-bait (was that even a term in 2009?) titles: Oracle could have gotten annoyed and come down on my head with a bag of hammers or they could have ignored it and hoped that no one read my posts or they could have read it, realized that (somehow) there was a little value in it and reached out to me so that in future my posts on this

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EPM Conversations — Episode 13, A Conversation with Elizabeth Ferrell, Accountant (ex), Advocate (of so many things), and Aviatrix

Natalie Delemar and I – as with so many others in the performance management space – first met Elizabeth Ferrell at a conference, in this case ODTUG’s Kscope.

Elizabeth’s path to her current job, focus, and professional interests evinces the typical path from school, to finance, not-at-all-usual hobby, and now to our beloved performance management community.

But to characterize Elizabeth as typical is to do her an injustice or perhaps just inaccuracy on Yr. Obt. Svt.’s part. As evidence of that (beyond of course this EPM Conversation episode) is to have a read of Elizabeth’s thoughtful article on the state of your – ours – work satisfaction and what we do with that.

Her episode is just as thoughtful.

Join us, won’t you?

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EPM Conversations — Episode 12, A Conversation With Kumar Ramaiyer, Workday Adaptive Planning Business Unit Vice President

As Everyone Knows, But Hardly Anyone Actually Does

One of my fondest recollections of Kscope (umm, one year or another, they all blend together after a while) is sitting in on Kumar’s introduction of Exalytics (remember that Wave Of The Future?). As Kumar dived deeper and deeper into the hardware behind Essbase-on-Exalytics, he prefaced each increasingly (exponentially?) complex computer engineering concept and detail with, “As everyone knows…”. If only. I sure didn’t.

Key to Kumar’s personality is this liberality of intellectual comradeship: he thinks that surely whatever a given insanely complex topic might be is easily understood by the average geek. This (possibly insanely optimistic) generosity of intellectual spirit informs this podcast as Kumar takes us (and you, Gentle Listener) through his journey from theoretician to developer to advocate to Vice President of Engineering while working at Informix, Oracle, and now Workday.

Cubes, Cubes, Cubes

Beyond the interesting personal history (and you have to catch Kumar’s glory days in the NCAA and yes, really; we in the performance management space are polymaths), he gives one of the most passionate, cogent, and comprehensive arguments of the cube as the ideal for planning and budgeting. I’ve worked with non-cube forecasting tools and

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EPM Conversations — Episode 11, A Conversation With Peter Fugere, OneStream Software’s Chief Strategic Services Officer

Riding a rocket to the heavens

OneStream’s rise has been meteoric: from a startup in a very small office in the not-particularly-well-known-tech-incubator Rochester, Michigan, to international powerhouse in the performance management space in less than a decade.

Peter Fugere has been there from almost the very beginning and has an insider’s perspective on what makes OneStream tick, the product’s genesis, current initiatives (Peter is involved in more than one), and its exciting future. From consolidations to planning to relational to analytics to machine learning to the certification program to the recently announced OneCommunity to OneStream Press, it’s all there in just an hour. Rocket ship as sobriquet is scarcely sufficient and this episode reflects that break neck speed and excitement.

Hear the conversation

As always, you can listen on Apple Podcasts, Google Podcasts, Spotify, Amazon, Buzzsprout (our provider), Stitcher, iHeart Radio, TuneIn, Deezer, Overcast, Pocket Casts, Castro, and Castbox.

We hope you like the episode as much as we do. If you do enjoy it, please give us a good rating on the provider of your choice as it both bathes our ever-needy egos and

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EPM Conversations — Episode 10, A Conversation with Jodi Hill, Pattern Recognizer and Outlier

We’re all wired to see patterns

We live in patterns: seasonal, political, historical, and even atomic. Many live a life blithely unaware of them, which is to their disadvantage, for understanding those patterns is key to what makes us human, drives culture and society, and informs economics. We happy few in the performance management world figuratively live and die by the patterns in data. If careful observation of clients, customers, and conferences is an accurate guide, we are largely cut from the same professional and educational cloth. This is not always true. Those of us who come from outside that pattern have different perspectives, values, and insights. Jodi Hill is one such outlier.

Her path to a job in business strategy is atypical and is driven by its unconventionality: from Army translator to accountant to consultant to strategist is surely out of our norm. So too is an educational journey from the Defense Language Institute to a BS in accounting to multiple Masters in predictive analytics, public policy, and health economics. No matter how diverse this may seem at first glance, it is held together by the thread of transforming data into information by seeing, interpreting, and understanding patterns. I’ve

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EPM Conversations — Episode 9, A Conversation with Matthias Heilos, CEO of Finance Technology Innovations

Data, data everywhere, and none of it in the right place or in the right format

Performance cannot be managed (see what I did there?) without data. And yet data –because it is in the wrong format, because it is in the wrong place, because it is poorly defined, because we don’t have the ability or the resources or the time to transform it into what our systems need – is ever a challenge. Data is, quite simply put, hard. FinTech Innovations aims to alleviate that challenge and make data easy.

See a problem, fix a problem

The performance management world is small (which suggests that alas this podcast’s audience will necessarily follow suit unless we figure out how to break out – we’re working on it): I’ve known Matthias for at least a decade although when I first met him he was (I think – it was a while ago) an independent consultant.

How did Matthias go from that most independent (and arguably isolated) place to software entrepreneur? What made him leave HFM and FDMEE (apologies to all of you bass players out there – just listen and you’ll understand) behind and focus solely on the manifold

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EPM Conversations — Episode No. 8, A Conversation with Tom Shea, CEO of OneStream Software

From Enterprise administrator to CEO, from market disruptor to Magic Quadrant leader

We at EPM (or should that be CPM?) Conversations are – unsurprisingly – pleased beyond belief to have OneStream Software CEO Tom Shea as our very special guest. We think you’ll be pleased as well.

OneStream is in the moment and of the future. How did that happen? Who made that happen? What is its genesis? Where is OneStream right now and where will it be in the future? Why is it such a success? This podcast answers all and throws in more than a few surprises.

OneStream as a rocket ship

Certainly its rise has been meteoric. What has enabled OneStream to evolve so quickly from an industry insurgent to a market visionary? I could opine (those of you who have had the misfortune to cross Yr. Obt. Svt.’s path have long known that I have many opinions, performance management and otherwise, some of which are even correct) on why that is but ultimately that’s just a geek’s take on a force somewhat larger than him.

Better instead to listen to the man himself as he takes us all on a journey from CPA to

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EPM Conversations – Episode No. 7, A Conversation With Kevin Lawrence, Marketing Analytics, Corporate to Guerilla

Not EPM, not CPM, but analytics of a marketing kind

This podcast is dipping its collective and metaphorical toe outside of the warm and cozy confines of performance management with a conversation with a guest whose job, passion, and personal interest is understanding the relationship of human behavior with business through the lens of marketing analytics. Join us, won’t you, on this fascinating conversation with Kevin Lawrence that is most definitely not within the scope of traditional EPM but most definitely within the scope of your interest.

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The journey to marketing and analytics

Kevin’s had an interesting path, one that isn’t really the norm in our ~~profoundly boring and all too predictable~~ fascinating EPM world: from the arts to nonprofits to the Fortune 100 to Find The Loose Brick.

Numbers without an understanding of the nexus of business and people are meaningless. Kevin’s professional life has deeply informed how he and his clients understand how you and I interact with corporations and their products, services, and oh yeah: each other.

The past actually is prologue

For you wee lads and lassies who weren’t around to hear this song when it first came out to witness the change in tools

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EPM Conversations — Episode 6, A Conversation With Mike Nader, EPM’s Very Own Data Analytics Polymath

Hah! EPM doesn’t get a lot of polymaths, does it. Yet Mike is exactly one of those.

A polymath is, “a person of great and varied learning” although Mike is too modest to agree with that description. If you but listen to this conversation, you (and he) will see that it is a fair characterization.

NB – The above graphic isn’t for n00bs but instead for veteran EPM practitioners who recognize the graphical genius of the long-gone and much-lamented Arbor Software’s training decks. Mike has several ties to this as you’ll hear.

But wait, there’s more

In addition to Yr. Obt. Svt., this conversation also has Natalie Delemar as our guest host and regular John Booth. This varying cast of characters is what I hope is the (or at least a) future of EPM Conversations. Tim, Celvin, John, and I are wonderful (ahem) hosts but there’s much, much, much more to EPM than us, cf. our guests and Natalie.

I’ve known (at least I was at the same conference although as I really and truly worked 100 hours that week in addition to presenting and working a booth so if I did meet Mike I have no recollection

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EPM Conversations — Episode 5, A Conversation (no, a rap!) With Chris Turner

Different? You want different? Music? Humor? Freestyle Rapping? Maybe something related to EPM?

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Maybe. Actually, yes, quite a bit really.

Chris Turner is his name

You read that right: EPM Conversations has a number of firsts in this podcast:

A conversation with the artist and performer Chris Turner.
A freestyle rap about EPM. Really. We have the best and simultaneously the only rap on this subject extant. I look forward to others contributing to this genre. And then a rap battle. It’s the obvious move.
A podcast where your hosts are largely unable to form coherent sentences or at least keep up with the guest. We tried but we’re not that facile with language as you’ll hear when Chris covers EPM in all of its glory as well as the episode itself.

A note before we get into the content of this conversation: if you are of a timid and retiring nature, easily offended at adult language and commentary, then I fear this isn’t for you. However, I think the number of 11 year olds who listen to EPM Conversations rounds down to zero and you are all grown up so I merely warn that if you are one of

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