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.

D:\Dropbox\Podcast\Kevin Lawrence Digital Portrait.jpg

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

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

Stupid Programming Tricks No. 31 — Have you ever created a Unicode Planning application?

Don’t.  Don’t do it.

Or at least don’t if you work in a Latin character country like the Good Ol’ U-S-of-A. And it ain’t Unicode, not really, but instead it’s UTF-8. Yr. Obt. Svt. is not going to try to even attempt to explain what UTF-8 is and instead suggests that you enjoy Joel On Software’s explanation. I encourage you to Read The Whole Thing.™ as any blog post that goes into high- and low-endian byte orders has to be good. At least I think so but perhaps I need to get a life. Don’t be intimidated (or bored beyond description) – he really did write an excellent article and I think I almost understand it. Almost.

A note: Planning cloud applications are all Unicode but this is an on-premises tale, even in 2020.

Safely ensconced in the on-premises world (which isn’t going away any time soon I might note), why shouldn’t you create a (not-really) Unicode application? Because this when one tries to import Essbase data (this is on-premises) from a not-really Unicode application to a plain old “normal” one. Bugger. But why?

A screenshot of a social media post Description automatically generated

Test was created in Unicode, Development and Production were not. Of course. So when it

A n00b’s OneStream Journey No.7 — I’ve Got Your Number

Stunning and maybe in a good way. Or not.

It’s all about numbers and – quite honestly, 98% of the reason I write this blog – I have the best, best, best (or perhaps the worst, worst, worst) antediluvian not-at-all-relevant-to-anyone-but-your-grandparents pop culture reference. Please, click on it and pinky promise you’ll watch the whole thing– it’s that good. And yes, it is actually germane to this post.

All done?

Do you ever think you’ll be the same? No. Will you ever click on one of those links? No. Again. Until next time at least. But really, there’s a point other than the searing of your eyes and a reminder that not everything from before-you-were-born is…like that.

How will you feel when you use the Excel add-in to retrieve a number from your super-duper OneStream application and get the wrong number? How is that possible? OneStream doesn’t do bad data. But it can happen. And then it’s bad, right? And you’re frustrated, gobsmacked, fearful, , and even blue? Fired is more like it. Mr. Twimble has the right idea although the mail room might not be the ultimate expression of your ambition.

I’ve Not Got Your Number

Good-Bye

A n00b’s OneStream Journey No. 3 — OneStream XF Relational Blending 101, part 1

Introduction

This post is proof that my quite meager salesmanship skills are sometimes successful in convincing others to do my work. This time round, that means that my colleague Mike Gialanella agreed to write a guest post on XF’s relational blending. Thanks, Mike, for giving me the week off. And oh yeah, Gentle Reader, you too should thank Mike for writing about a really exciting and unique tool bit of functionality.

And with that, heeeeeerrrreeee’s Mike.

XF Relational Blending 101

When Cameron Lackpour asks you to write a guest blog post, the answer is yes. It is one of those things that you just can’t say no to. If Santa Claus asked you to deliver Christmas presents to kids-in-need, you would need an incredibly good reason to decline such a request.

XF networking event Nov 2017. Me on the right, Santa on the left.

So, for all you technical and finance experts that are attracted to Cameron’s wit and wisdom this blog, here’s my best-most-humble effort to deliver, by request of the man Cameron himself…. here you go:

OneStream XF is a unified SmartCPMTM platform solution, it is not a siloed set of solutions that are fused together.