Innovation Center for Business Analytics
IBM Cognos advisors help turn best practices into everyday procedure
The Innovation Center for Business Analytics advisors are industry thought leaders who develop and share best practices.
President, The Sonax Group
Prior to founding Sonax, David Axson was Head of Corporate Planning for Bank of America. In 1991 he helped found the Hackett Group and served as the firm's Chief Operating Officer until Hackett merged with Answerthink Inc., when he became the Answerthink Chief Intellectual Capital Officer. David spent the first 10 years of his career in London, A.T. Kearney, Deloitte Haskins & Sells and Lloyds Bank PLC. A respected writer and speaker, he is the author of Best Practices in Planning and Management Reporting published by John Wiley and wrote a series of six articles for the Innovation in Action Series, available to members of the IBM Cognos Innovation Center.
Frank E. Borgsmiller
Principal, Deloitte Consulting, LLP
Frank Borgsmiller serves as the National Operations Leader for Deloitte's Financial Management Services Practice and as the Regional Practice Leader for Mid America. His extensive experience serving clients includes functional Finance areas such as: finance strategy and visioning, business process improvement for core processes such as planning, budgeting and forecasting, and enterprise performance management. In addition, Frank has helped develop and lead the firm's national training programs on a variety of financial topics.
Practice Leader, Finance Advisory Program, The Hackett Group
Bryan Hall is the Global Practice Leader for The Hackett Group's Finance Advisory Program, advising leading organizations on the key issues and opportunities facing the finance function. Over his 20-year career in finance and accounting, he has been a CFO and Controller and has assisted organizations as a consultant, focusing on process transformation driven by the adoption of best practices and technologies to enable world-class performance. Before joining The Hackett Group, Bryan was a Controller with United Parcel Service and the Chief Financial Officer for Keyeon (now BroadVision). He holds an MBA from Emory University and is a Certified Management Accountant.
Research Director, BBRT
Jeremy Hope is the author of a number of articles and books on performance management and associated leadership issues. His article "Beyond Budgeting" with colleague Robin Fraser won the prestigious IFAC award for best management accounting article of 1998. He is coauthor (with Robin Fraser) of a recent article called "Who Needs Budgets" in the Harvard Business Review, February 2003. He is co-author (with Robin Fraser) of the new book Beyond Budgeting, published by the Harvard Business School Press in March 2003. Jeremy is also co-author (with his brother Tony Hope) of two earlier books, Transforming the Bottom Line (1995) and Competing in the Third Wave (1997), both published by the Harvard Business School Press. Both books have been translated into many languages and won coveted awards in the USA. He has given numerous keynote speeches at major conferences on performance management topics. Jeremy began his career as a chartered accountant and has since worked extensively in venture capital and business management. For the past five years, his work has been focused on the "Beyond Budgeting" concept. He is currently research director of the Beyond Budgeting Round Table (BBRT), an organization dedicated to helping firms improve their performance management processes. (Jeremy Hope, a valued colleague and trusted advisor to the Innovation Center since 2004, passed away in September, 2011. His significant contributions to the field of performance management will be missed.)
Founder, Pervasive Performance Group
Dave Kasabian is the founder of the Pervasive Performance Group an advisory and consulting firm focused on helping businesses expand the breadth, depth and value of performance management initiatives. Dave brings over 25 years of experience including almost 20 years focused directly on Business Intelligence (BI) and Performance Management (PM) at software vendors, consulting firms, and research firms. Most recently Dave was a Research Director with AMR Research where he wrote extensively about the interrelationship of BI & PM technology and culture and their impact on performance management maturity. Before joining AMR Research, Dave was a Director at Alvarez and Marsal Business Consulting focused on BI & PM strategy, requirements definition, vendor selection, and process redesign. Prior to Alvarez & Marsal, Dave spent 13 years at BI & PM software vendors including management positions in Product Marketing, Product Management, Services, and Channel Alliances.
Founding partner, Performance Measurement and Management (PM²)
Brett Knowles has been a thought leader in the performance measurement space for 20 years. Brett co-founded the first balanced scorecard software package and is currently president of Performance Measurement and Management. Brett has helped over 1,000 organizations on their scorecard journeys and has developed over 2,000 scorecards. Drs. Kaplan and Norton—founders of the Balanced Scorecard—have placed three of Brett's clients on their Hall of Fame for best-in-the-world scorecards and have profiled several of his clients in their books and articles. Brett has developed a series of web seminars exclusively for Innovation Center members.
Global Leader of Financial Management Consulting Services
Steve Lukens is an IBM Global Business Services Partner based in New York. Steve is currently leading the integration of Global Business Services with Cognos following IBM's acquisition of Cognos in early 2008. Steve served as Global Leader of Financial Management Consulting Services for IBM from 2006 - 2007. Prior to that, he held a series of roles in Financial Management Consulting and Business Transformation Outsourcing. Steve has spent 26 years at Price Waterhouse, PwC Consulting and IBM, providing operational improvement assistance, process redesign and change management services to a variety of multi-national, multi-billion dollar organizations. For more than 15 years, he has focused his consulting work on improving the finance function of large complex companies. He was a contributing author to PwC's book CFO: Architect of the Corporation's Future and a frequent speaker on topics of interest to CFO's such as The Agile CFO: Enabling the Innovation Path to Growth, The Finance Function of the Future, Blow up the Budget: New Approaches to Business Planning, and Shared Services: Myth vs. Reality. In addition, he is the author of numerous articles and white papers on the future of the finance function.
Prof. Dr. Wilfried Lux
Head of Competence Center for Finance and Controlling Institute of Business Management (IFU-FHS) FHS, St. Gallen – University of Applied Sciences
In his role as the leader of the Competency Center of Finance and Controlling at the College of St. Gallen in Switzerland, Prof Dr. Wilfried Lux is conducting research in Strategy and Performance Management and teaching an MBA course. He is also the author of various publications. Before being appointed to his current position, Prof. Dr. Lux gained extensive industry experience through international consulting and finance roles in leading organizations. He obtained his Ph.D. in business administration from the renowned Business School of St. Gallen.
Frank S. Mackris
Frank Mackris is a partner with Capco, a global provider of consulting, technology, and transformation services to the financial services industry. Prior to Capco, he served in a dual role leading the Banking Practice and Enterprise Performance Improvement Solutions for the Financial Services Segment at BearingPoint. He is a CPA with extensive experience in large-scale finance transformation, business intelligence, strategic cost management, profitability reporting and performance measurement. Frank is a leader in the industry, a frequent speaker at conferences, and authored the Banking Industry and Capacity Measurement chapters in the Handbook of Cost Management, Service Industry Edition. Earlier in his career at KPMG Consulting (legacy firm to BearingPoint), Frank consulted and collaborated with Dr. Robert S. Kaplan and Dr. Robin Cooper, the "Fathers of ABC," on application of ABC to the Banking industry. Frank has recently developed a breakthrough solution for the Financial Services industry called "Technology Cost Transparency." Frank has been a long-time implementer of IBM Cognos solutions and brings a real-world perspective to implementing business intelligence and performance measurement solutions.
Co-founding Partner of DecisionVu
A seasoned business executive who has successfully provided leadership in Strategy and Financial Management and Information Technology, Lawrence Maisel has served in the financial services, insurance, communications and media, pharmaceuticals, and consumer products industries where he has developed business strategies, managed and improved business performance, implemented business systems, and designed solutions to increase operating performance and shareholder value. Larry co-created with Drs. Kaplan and Norton, the Balanced Scorecard, co-authored with Drs. Kaplan and Cooper "Implementing Activity-Based Cost Management". He is an Adjunct Professor at Columbia University's Graduate Business School where he teaches Strategy Management.
CEO and Co-founder of Business Intelligence International
Roland is an industry veteran who has helped drive leadership initiatives around BI and performance management since 1995. In 2004 he drove the launch of the Aline platform for on-demand Governance, Risk and Compliance. He co-authored The Multidimensional Manager - 24 Ways to Impact Your Bottom Line in 90 Days and The Multidimensional Organization: How to Deliver the 24 Ways. Demand led to the printing of more than 400,000 copies and these books remain in use by organizations worldwide today. He recently co-authored The Performance Manager: Proven Strategies for Turning Information into Higher Business Performance, which is available on Amazon.com
Founding and Joint Managing Director of PMSI Consulting
Patrick is a seasoned performance management practitioner with extensive experience in developing business-led solutions that support decision makers. He has led several unique client engagements across consumer goods, manufacturing, retail and services industry sectors. He recently co-authored The Performance Manager: Proven Strategies for Turning Information into Higher Business Performance, which is available on Amazon.com.
Peter J. Nieuwenhuizen
Arthur D. Little
Peter J. Nieuwenhuizen is the author of the recognized book Simply Strategy – The Shortest Route to the Best Strategy. The book is a highly practical guide for an organization to build—and execute—effective strategy. His writing and insights inspire companies to take a more active and simple view of their strategy development. He is an internationally experienced manager, spanning multiple disciplines—R&D, sales, marketing—who has made a specialty of assisting line managers to develop practical strategy for their units and improving their results. Peter holds a Ph.D. in Chemistry and is currently employed at Arthur D. Little.
Dr. David P. Norton
David Norton is a cofounder and President of Palladium. Prior to his career at Palladium, Dr. Norton co-founded and served as President and CEO of Balanced Scorecard Collaborative. He was also President of Renaissance Solutions, Inc., a Balanced Scorecard consulting firm and cofounder and President of Nolan, Norton & Company. He is coauthor, with Robert S. Kaplan, of The Balanced Scorecard: Translating Strategy Into Action (Harvard Business School Publishing, 1996), The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment (Harvard Business School Publishing, 2000) and Strategy Maps: Converting Intangible Assets into Tangible Outcomes (Harvard Business School Publishing, 2004), along with four articles on the Balanced Scorecard in the Harvard Business Review. Dr. Norton earned a doctorate in business administration from Harvard University, an MBA from Florida State University, a MS in Operations Research from the Florida Institute of Technology, and a BS in Electrical Engineering from Worcester Polytechnic Institute.
Director, BBRT North America
Steve Player, CPA, serves as the North American Program Director for the Beyond Budgeting Round Table, an international network focused on improving planning and control; he is also Managing Director of The Player Group. Previously, Steve was the Managing Partner of the Arthur Andersen Advanced Cost Management Team. He is the co-author/editor of four books on Activity-Based Management including Lessons From the ABM Battlefield, which includes a foreword by Stephen Covey. Steve founded and runs the Activity-Based Management Advanced Implementation Group, whose members include Bell South and Bell Canada. He has served on the Board of Directors of the Consortium for Advanced Manufacturing - International (CAM-I) and provided insight for the AICPA Industry and Management Accounting Executive Committee.
Scott W. Sognefest
Principal, Deloitte Consulting, LLP
Scott Sognefest is a principal with Information Dynamics practice of Deloitte Consulting and a national leader of the Business Intelligence and Data Warehousing service offering. He has extensive experience delivering complex global solutions focused on all aspects of business intelligence, data warehousing, performance measurement, master data management and business case development for enterprise information management programs.
Partner and Member of the Management Committee, BearingPoint
Hans-Werner Wurzel is member of the Management Committee of the management and technology consulting firm BearingPoint. He is the leader of BearingPoint’s Commercial Services practice, which serves clients in the Automotive, Chemicals & Life Sciences, Consumer & Retail, Telecommunications, Industrial Products and High Tech industries. Mr. Wurzel is also member of the Management Board of BearingPoint in Germany, Austria and Switzerland. Mr. Wurzel has more than 20 years of experience in the consulting industry. Before joining BearingPoint in 2005, Mr. Wurzel was member the Management Board of an IT consultancy, where he served in various leadership roles prior to that function. He has worked in the United States, France and South Africa. Mr. Wurzel graduated from Technical University in Berlin with a diploma in industrial engineering and started his professional career with a large software company in the United States.
Managing Director and Global Practice Lead in Performance Management, Lumen, Inc.
Mitchell Weisberg works with senior management on Strategy Execution and Driving High Organizational Performance. He has over 25 years of experience consulting to organizations on performance management and metrics, business process improvement, strategic use of information technology and change management. Mr. Weisberg has significant experience in deploying Balanced Scorecard methodologies in many companies in the US, South America, Asia and Europe. Previously Mitchell was the Managing Director of Nolan Norton Australasia, global practice leader in several major consulting firms (Arthur D. Little, KPMG, Knightsbridge), Practice Leader for Corporate Performance Management in HP, and a Director of Strategic Planning at Motorola. Mr. Weisberg was a member of the team that developed the Balanced Scorecard with Norton and Kaplan. Since that time he has customized and implemented this methodology and other performance management approaches in many organizations and has trained practitioners in these methodologies.