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High-growth companies move fast. Headcount doubles. New markets open. Acquisitions close. And somewhere in the middle of all that momentum, your finance team is still manually stitching together spreadsheets, waiting on IT to refresh data, and running planning cycles that take longer than they should. The problem often isn’t your people, it’s your Enterprise Performance Management (EPM) system. The platform that served you well at $50M in revenue can become a serious liability at $200M.

If you’re building a SaaS platform or data product, it’s important to consider what BI tools your customers are already using. They want to connect Tableau, Power BI, Logi Symphony, or their own analytics stack directly to your data. They want SQL access, and to query your platform the way they query everything else. But expectations don’t quite meet reality once as tickets start flooding in.

Tableau Next launched as a cloud-only platform on Salesforce Hyperforce. Every generative AI capability on Tableau’s roadmap runs through Salesforce Data Cloud. But for ISVs serving healthcare, financial services, or any customer operating under regulations like GDPR, HIPAA, or DORA, this locks them out completely.

The ability to produce accurate and timely financial reports is a core skill needed in all organizations. Reports reveal the true health of companies, highlighting the positives and negatives that will affect enterprise performance for years to come. You have countless reports you can create, all with valuable insights to offer. But you should consider these a must.

Most guidance on database replication focuses on what happens inside the pipeline: which replication strategy to use, how to handle consistency, how to monitor lag, and how to manage failover. That’s all worth understanding. But this isn’t where many replication problems start. They begin when a team realizes that one of their most important data sources can’t participate in the replication pipeline at all.

In 2026, insightsoftware was recognized in Gartner’s Magic Quadrant for Financial Close and Consolidation Solutions. The recognition focuses on insightsoftware’s JustPerform product, which offers a unified, process-first architecture integrating consolidation, reconciliation, and reporting with self-service dashboards and analytics.

When it comes to database performance, most focus on writing better SQL or tuning database parameters. Both matter. But there’s a third layer that’s crucial to consider: the driver sitting between your application and your data source. Drivers decide where query operations actually execute. Some operations get pushed down to the data source, a fast process. Others get processed in the driver layer itself, which takes more time.

AI workflows for manufacturing need to be deployed quickly. Quality control systems, predictive maintenance tools, and supply chain optimization algorithms may be going live, yet compliance infrastructure is lagging behind. The result is a familiar pattern: pilots that prove out technically but stall before production because they can’t clear audit, safety, or regulatory review.

Every year, Dresner Advisory Services publishes some of the most closely watched research in the enterprise performance management (EPM) space. Unlike analyst firms that rely heavily on vendor briefings, Dresner’s Wisdom of Crowds methodology gathers data directly from end users — the finance leaders, FP&A professionals, and CFOs who live inside these platforms every day.