11 TEC’s I&CM Evaluation Center (Slowly but Surely) Gaining Traction – Part I

A number of earlier TEC articles and blog entries have analyzed the

nascent sales performance management (SPM) or enterprise incentives

management (EIM) software market, which has also been one of those

areas with a significant uptake of on-demand deployments.

Indeed, companies of all size increasingly use software packages for

sales compensation and other incentives management, to more accurately

and strategically model and forecast commissions and other

incentive-based costs and benefits, calculate commissions and bonus

earnings, and gain more real-time visibility into employees’

performance metrics.

Broadly speaking, SPM is an area of performance management focused on

incentive compensation calculation and management, quota planning,

territory management and performance analytics. As “pay for

performance” programs continue to grow in importance, incentive pay

remains one of the largest variable expenses for organizations. To

that end, SPM spans across many groups of individuals receiving

variable compensation such as sales force, management, employees,

distribution channel, etc.

Yet today most SPM processes and technologies remain used in a

standalone manner. Namely, corporate performance management

(CPM)/business performance management (BPM) solutions that are focused

on profitability are administered by the finance department, whereas

the human resource management system (HRMS) that focuses on employee

information is administered by the HR department. Also, the customer

relationship management (CRM) system that focuses on contacts and

leads is administered by the marketing staff, while sales reporting

and analytics tools that focus on revenue (top line) are administered

by the sales and support departments.

EIM/SPM represents the next generation of software category and best

practices for filling the wide gap between all these departments. Its

advent has prompted TEC to publish the pertinent Incentive and

Compensation Management (I&CM) Evaluation Center. As discussed in my

earlier series of articles entitled “Thou Shalt Motivate and Reward

Workforce Better,” current incentive compensation issues are largely

based on use of inadequate spreadsheets and in-house systems.

The idea of incentive compensation may seem very simple: pay “X” for

achieving “Y.” Yet in practice each company has its own specific

approach to compensation plans, managing approvals, resolving disputes

and paying out compensation earned. Spreadsheets, custom coding, and

simple commission calculation engines automate these processes to some

degree, but do not address the increasing sophistication and

complexity of many of today’s incentive plans and processes.

That inadequacy then translates into incorrect payments (many analysts

estimate that four to six percent of incentive compensation doled out

by businesses is wrong, according to CFO.com), delayed plan

development and payments, and increased ongoing administration and

maintenance burdens (whereby direct costs can exceed $1,500 per

commissioned employee, according to Aberdeen Group).

Other unfortunate consequences are the failure to keep up with

business strategies, the lack of adequate financial controls, and

insufficient modeling, reporting and analysis capabilities. In fact,

according to PricewaterhouseCoopers (PwC), 30 to 90 percent of all

spreadsheets suffer from at least one major user error.

In a nutshell, today’s manual and spreadsheet-based incentive

compensation calculation processes are slow, rigid, error prone and

thus plagued by overpayments and errors, whereby sales folks don’t

trust the system and create their own “shadow accounting.” These

recurring payment disputes consume significant time and effort

(besides costing internal trust and goodwill).

Furthermore, in addition to too much time and effort being wasted to

administer and maintain SPM processes, there are limited ad-hoc

reporting and analysis capabilities. This means that managers cannot

analyze the impact of proposed plans, cannot accurately forecast

incentive pay and revenues, and cannot keep “tight” links between

incentive pay, sales territories and quotas/business metrics.

Enter Varicent Software

This “green field” market opportunity has created a number of

relatively “young” vendors and solutions. The latest entry in TEC’s

I&CM Evaluation Center is Toronto, Ontario, Canada-based Varicent

Software. Since its founding in 2003, the company has been offering

its flagship product, Varicent SPM [evaluate this product].

The privately-held company has been on an ascending path since its

inception, with four consecutive years of triple-digit revenue growth.

In 2004 the company developed the first release of Varicent SPM and

signed its very first customer.

In 2005, Varicent SPM 2.0 was launched with a new quota planning

module, and the vendor recorded triple digit revenue growth. While

this might not be a big deal for a weakling company at the time,

Varicent currently has approximately 100 direct employees and a

growing partner network of global consulting firms and technology

partners.

To that end, 2006 seemed to be a banner year, marked with a consulting

partnership with Watson Wyatt and business performance management

(BPM) technology partnership with Applix (now part of IBM Cognos). In

the same year, Varicent launched Varicent SPM 3.0 as the first

complete SPM suite (in terms of its current functional footprint) and

introduced on-demand offering. Additionally, the company signed the

first Fortune 500 customer, Starwood Hotels and Resorts (NYSE: HOT),

and the first Fortune 200 customer, Waste Management (NYSE: WMI).

2007 was not a quiet year either, given the launch of Varicent SPM

4.0, the launch of the first mobility solution for the SPM market (in

a partnership with Vaultus), and integration with Salesforce.com CRM.

The company then also contracted its first overseas reseller, Tridant

Pty in Australia, expanded its management team, and landed the first

Fortune 100 customer.

Today, Varicent has approximately 100 customers ranging from mid-size

to Fortune 500 customers. Varicent SPM is a horizontal application,

sold and marketed primarily to organizations with about US$200 million

in annual revenues and up. Some smaller companies with complex

incentive compensation programs, global needs and other unique

business requirements might also be a good fit for Varicent.

Customers’ payee numbers typically range from several hundred to tens

of thousands.

While Varicent’s customers currently represent a variety of

industries, there is a concentration of customers in high-tech, health

care, insurance, financial services and a few other verticals. Some

other high-profile customers that use Varicent SPM for managing their

complex variable compensation programs across a variety of vertical

industries would be: KLA-Tencor (NASDAQ: KLAC), Rogers (TSX: RCI),

About.com (a New York Times company), AAA, Sonus Networks, Manpower,

American Century Investments and Pacific Blue Cross.

Varicent SPM – Surprisingly (or not) a Comprehensive Solution

Due to the financial background and focus of its founders (and of many

Varicent employees), the Varicent SPM suite aligns sales performance

with strategic objectives through its pay-for-performance footprint

that spans across sales, employees, managers and channels. The broad

EIM solution natively encompasses the following modules:

* Territory Management;
* Quota Planning;
* Incentive Compensation Management; and
* Performance Analytics.

This footprint is rare in the EIM market. Namely, even the presumptive

market leader (in terms of revenues and public trading visibility)

Callidus Software had to recently partner for the territory management

functionality.

In other words, Varicent SPM delivers technology that automates the

assignment of territories, the collection and approval of quotas, the

administration and calculation of incentive compensation plans, and

then examines sales performance and evaluates the effectiveness of

incentive programs.

From a strategic value aspect of revenue generation, integrating and

optimizing territories, quotas and incentive plans leads to more

effective market coverage and steady increases in sales. According to

Gartner, companies currently lose nearly 10 percent of total sales

through poor fiscal management of territories, quotas, incentive and

compensation plans.

Part II of this blog post will continue with Varicent’s most recent

developments, its product architecture and competitive positioning.

Your views, comments, opinions, etc. about Varicent and abut the

EIM/SPM category per se are welcome in the meantime.

We would also be interested in hearing about your experiences with

this nascent software category (if you are an existing user) or your

general interest in evaluating these solutions as prospective

customers.

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