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Progress Report - ADP Analyst Day 2018 - Things are looking up
"ADP product portfolio gets stronger and stronger, now it has to prove itself in practice. Following the roll out waves in 2019 will be key for prospects and customers. The ability to have payroll managers configure, change and operate a payroll are innovative, at least of the scale that ADP needs to support. The team approach of Liffion is equally key, as teams are the org units that make and break enterprise success. And for that, very little has been done in the past to support teams and their leaders."
adp  analyst  meeting  constellation  research  hcm  holger  mueller  hr  core  nextgenhcm  payroll  progress  report  talent  management 
24 days ago by jonerp
Bright Horizons Family Solutions, Inc
Risks: 1) An economic downturn that could impact enrollments, therefore
also revenue, earnings and cash flow; 2) The Company's significant financial leverage; 3) Safety incidents or any other events that cause
reputational damage; and 4) Failure to attract and retain qualified teachers.
analyst  reports 
7 weeks ago by iamsidd
Talking Competition: Methinks Thou Doth Protest Too Much.
"I think ceding builds your credibility, but you need to be careful and precise in so doing so. To take an old example, from BusinessObjects days:

Bad/sloppy: Brio is doing pretty well.
Good/careful: Brio is doing pretty well — in the USA, with companies where the end-users have a strong voice in the process, and they prioritize UI over security and administration."
analyst  relations  competition  marketing  uncategorized  blindside  hit  communications  competitive  credibility  industry  analysts  investor 
may 2018 by jonerp
Progress Report - SAP SuccesFactors - More SAP (technology)
"SuccessFactors is making progress, but the pace seems to be glacial. Realistically using more of SAP technology, a good decision overall, means even more ‘plumbing’ work by R&D resources vs. ‘sun deck’ work (building SaaS capabilities). But it is an investment SAP should make, with the expectation of better productivity and more functionality being shipped in a few years – latest."
analyst  meeting  constellation  research  future  of  work  futureofwork  holger  mueller  mobile  nextgen  hcm  payroll  sap  successfactors  talent  management 
may 2018 by jonerp

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