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insightsoftware 2024 Predictions: 3 Experts on Leadership, AI, Finance, and Data and Analytics

vmblog-predictions-2024 

Industry executives and experts share their predictions for 2024.  Read them in this 16th annual VMblog.com series exclusive.

3 Experts on Leadership, AI, Finance, and Data and Analytics

By Joshua Schauer, VP of Finance, insightsoftware

While many companies are continuing to explore where AI can be integrated in the coming year, there have been many other trends across 2023 that will change the way we do business. This past year saw an unusual number of layoffs, shaking up retention and talent growth and requiring employees to do more with less. Especially in finance, the industry has undergone a major transformation as a result. With fewer employees, we have seen organizational leaders encourage more efficiency across departments through better data management and automation. But what do these initiatives mean and what changes will this lead to 2024?

In response, we at insightsoftware, a global provider of reporting, analytics, and performance management solutions, spoke with executives across the organization's departments (like human resources and technology) to learn more about what these changes mean for leadership, data, and finance teams moving into 2024:

Bernie Emsley, CTO

CTO's will need to bring even more collaboration and education to the C-suite

Over the past few years, the CTO role has become the bridge between the tech-savvy and the business-savvy, charged with enabling the right solutions to create the best overall business outcomes. This comes with its communication challenges as the CTO needs to navigate how to translate tech into an ROI for the organization's board and C-suite. In 2024, the ability to educate their C-level colleagues will become even more important as artificial intelligence (AI) technologies become commonplace. The CTO will not only need to be able to collaborate with the tech side of the business to ensure what is realistically possible in the realm of AI but will need to communicate on a business level its potential - both from employee productivity and product standpoint.

Strong data engines will make financial data movement possible

Financial organizations are just starting to realize the potential their data holds, using it for guidance in financial planning and analysis, budgetary planning, and more. However, much of this data is still siloed, and we have reached the point where these organizations have so much of this data, that they need to start thinking about how it can bring value to the company or risk losing their competitive advantage. In 2024, we will see finance organizations seek to classify and harmonize their data across repositories to enable new solutions. In response, data engines, data platforms, and data lakes will be just a few tools that will become crucial to understanding and utilizing such data effectively. As a result, we can expect to see the growth of fintech applications to enable this aggregated data analysis, reporting, and visualization to take place.

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Laura Hanson, CHRO

Increased focus on retaining and growing talent

In 2023, we saw an unusual amount of turnover in the tech world, from layoffs to an increase in employees transitioning to new employers and even careers. This means that in 2024, it will be up to employers to focus on attracting, retaining, and growing their best talent in unique and creative ways.

Many tech companies can hire en masse, but the focus now needs to be on what will make them stay. This could include implementing business positions around improved DEI and ESG, as well as the integration of new technology like AI. Potential employees also look to companies to help broaden their skill sets. By implementing better training programs, aimed at improving management skills and building talent and/or domain knowledge, employees will seek to extend their careers within the company they are at, instead of looking elsewhere. Ultimately, the companies that will be most suited for talent retention in 2024 will be those that look beyond just the employee's current role, but seek to expand their education and listen to what they desire in their company growth.

AI for Employers and Employees

We know that AI technologies can minimize manual tasks, improve employee workloads, and allow teams to focus on more strategic initiatives. Capitalizing on such automation will continue to be key in 2024, but it will have a unique role for an organization's HR department. While AI can better streamline potential employees through the hiring process and keep prospective employees more engaged, job candidates with even just a baseline of AI knowledge are going to be extremely sought after as organizations establish their own AI strategies. On the other hand, job candidates will start to analyze how employers and their organizations as a whole are using AI. People are simply accustomed to its integration in the rest of their lives, and they'll want to ensure they are being set up for success with these advanced technologies in their careers as well. 

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Jay Allardyce, General Manager, Data & Analytics

There will be several trends and issues that will dominate data management and technology spending in 2024, including:

  1. A continual shift to cloud resources - The continued push to re-architect technology landscapes to a cloud/SAAS approach will prevail, and many organizations who've made large bets ($1B+) contracts on the cloud will find they can't innovate fast enough to deliver on those commitments. Some, on the other hand, don't see it as a migration for cost, but an opportunity to modernize and transform how they use data in their business.
  2. The rise and adoption of AI - AI, like all reporting projects, is only as good as the data it has access to and the prompts used to make a request. With the push for AI, many are still stuck getting their data foundations established so that they can take advantage of AI. To avoid pilot purgatory, starting with the outcome (use case) in mind that shows a quick win and demonstrable value vs. a one-off project is key.
  3. Democratizing data - While the notion of centralized data management is a trend, the reality is that departments still own their data AND have domain expertise. How organizations can adopt a democratized and open fabric but employ the right data governance strategies to support faster innovation and adoption will be crucial. Doing so will only further support the adoption of AI, which requires strong domain knowledge for value to be truly extracted.

The success of companies in the coming year will hinge on the adoption of improved technologies, like AI, to improve employee retention, streamline workloads, and improve data management. All leaders should start with the outcome in mind. Knowing what experiences or business KPIs you want to impact and returning to the tools and data needed will be critical to success.

In 2024, the focus will be on finding strategic solutions - versus just identifying problems across the organization. The digital transformation we're seeing is only going to continue, and it's time for business leaders to act now, not only to be ready for the year ahead but for many years to come.

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ABOUT THE AUTHOR

Joshua Schauer 

Joshua Schauer has more than 10 years of expertise in financial reporting and analysis, budgeting, and forecasting. As VP of Finance at insightsoftware, Josh consolidates and analyses financial results across multiple international entities in multiple currencies, reporting monthly, quarterly, and annually to the parent company, lending syndicate, and executive team. Josh is responsible for the annual budget and weekly forecasting at a departmental and consolidated level. Josh supports business operations through analysis of key performance indicators and trends while providing robust modeling and reporting to facilitate executive-level decision-making.

Published Tuesday, December 26, 2023 7:35 AM by David Marshall
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