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RESEARCH

APQC’s research team applies proven research methods to develop solutions,
strategies, and tools to solve your real business problems. Working alone and in
partnership with member organizations and industry experts, we discover and
capture the key processes and enablers behind successful practices. We then
disseminate that knowledge to other organizations to help you meet today’s
challenges while helping you transform your organization for future success and
competitive advantage. Explore the findings and results from our research in our
vast Resource Library, and check out our upcoming and past research below.

 


2024 PRIORITIES RESEARCH

APQC is interested in understanding what's ahead for 2024. Tell us some of your
most pressing concerns, priorities, and areas of opportunity so we can ensure
our research agenda reflects what matters most to you!

Participate by December 4


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Questions About Our Research?

Contact APQC Arrow with stem


FINANCIAL MANAGEMENT (FM)

Recently Completed Research Current and Upcoming Research
2023 Finance Management Priorities Future of Finance Talent Evolving Practices
in Enterprise Risk Management Finance in a Virtual Age
 * 2023 Finance Management Priorities
 * Future of Finance Talent
 * Evolving Practices in Enterprise Risk Management
 * Finance in a Virtual Age

Research Description

In the fourth quarter of 2022, APQC conducted its annual survey of finance
professionals to explore the focus areas, initiatives, and challenges APQC
members and customers are addressing now and into 2023.

Research Findings and Content
 * 2023 Financial Management Priorities: Survey Report

View the Collection

Research Description

Previous APQC research has shown that future finance professionals will need
skills in the areas of business process management, technology and automation,
and advanced analytics. To expound on these findings, APQC conducted research
into the talent needs of the future finance function. This research explores the
most important skills for future finance professionals to possess and which
talent management approaches—recruiting, development, and retention—finance
functions are using to prepare. The research helps identify best practices for
recruiting, developing, and retaining finance talent to meet evolving business
needs.

Research Findings and Content
 * The Future of Finance Talent Survey Report
 * Shrinking the Finance Talent Gap

View the Collection

Research Description

In partnership with ERM subject matter expert and thought leader Dr. Paul Walker
(Schiro/Zurich Chair in Enterprise Risk Management at St. John’s University),
APQC launched its Evolving Practices in Enterprise Risk Management study to
understand the current practices and tools of enterprise risk management (ERM)
at organizations and how these practices are evolving in light of the COVID-19
pandemic. This project gathered both survey as well as interview data and
focused on the following scope areas: ERM processes and practices; what
organizations do to drive a culture of ERM; ERM tools and technology for
understanding, modeling, and reporting risk; and how ERM teams measure their
success and demonstrate the value of ERM in their organizations.

Research Findings and Content
 * Evolving Practices in Enterprise Risk Management
 * Evolving Practices in Enterprise Risk Management: Survey Report
 * How Organizations Identify and Assess Enterprise Risks
 * Governance for ERM

View the Collection

Research Description

Business closures over the past year necessitated by the COVID-19 pandemic have
resulted in many back-office professionals working remotely, and APQC’s research
finds that the virtual work phenomenon is expected to continue, with more and
more finance professionals working in hybrid work environments (e.g., part-time
in the office, part-time virtual). And as a result, many finance processes, such
as closing the books, and the external audit of the financial statements, by
necessity were also conducted virtually over the past year, resulting in some
unanticipated challenges that had to be dealt with as well as unanticipated
benefits. The purpose of this research collection is to convene/curate content
to help finance functions conduct their processes better in the more virtual
world of the future.

Research Findings and Content
 * Virtual External Audits of Financial Statements Quick Poll Survey Report
 * Virtual External Audits of Financial Statements Survey Report: Financial
   Services/Banking vs. All Other Industries
 * Virtual External Audits of Financial Statements Survey Report: Small
   Organization vs. Large Organizations
 * Virtual Work Trends in the Finance Function
 * How Virtual Work Impacts Finance Function Productivity & Performance

View the Collection

Becoming an Effective Finance Business Partner

Business stakeholders have always needed a key point of contact within finance
to provide answers and guidance. As the importance of data-based decisions has
grown and the role of finance in providing inputs for such decisions has
evolved, some organizations have formalized the role of the finance business
partner. Other organizations seek to weave business partnering responsibilities
into existing roles within the finance team. Thus, APQC is conducting new
research to understand the current state of finance business partnership from
both finance professionals and the business groups they support. The research
will explore the nature of such partnerships, the skills and competencies of
effective finance business partners, and the barriers to effective partnership.
Through this research, APQC aims to develop an actionable and reusable
definition of finance business partnering as well as an overview of
current-state enablers and challenges in the implementation of finance business
partnerships.

Contact Megan McCulloch to learn more
Join the Conversation

Engage with our financial management audience through podcasts, webinars, case
studies, and interviews!

Some sample topics include:

* Data management in the finance function
* Evolving technology in the finance processes
* Finance business partnership best practices
* Finance function process excellence
* Best practices in accounts receivable
* Best practices in accounts payable

Share Your FM Story


HUMAN CAPITAL MANAGEMENT (HCM)

Recently Completed Research Current and Upcoming Research
Human Capital Management Toolkits Best-in-Class HR Functions Benchmarking
Diversity, Equity, and Inclusion
 * Human Capital Management Toolkits
 * Best-in-Class HR Functions
 * Benchmarking Diversity, Equity, and Inclusion

Research Description

These toolkit collections provide guidance, tools, and downloadable templates to
help organizations carry-out workforce planning and HR transformation.

Research Findings and Content
 * Workforce Planning Toolkit
 * HR Transformation Toolkit

Contact Us

Research Description

This research showcases findings from APQC's Current State of the HR Function
Survey. Use the resources in the collection to understand how top performing HR
functions handle core aspects of HR, including strategy, structure, staff,
processes, technology, and analytics.

Research Findings and Content
 * What's Different About the "Best" HR Functions
 * Building Blocks of Best-in-Class HR

View the Collection

Research Description

Companies are increasing their focus on improving and expanding their DEI
efforts across the organization. Using a survey and case studies, this research
examined common DEI practices and challenges and identified key requirements for
supporting DEI in spirit and practice. Using the research findings,
organizations will be able to benchmark their DEI practices and progress against
peer and best-in-class organizations.

Research Findings and Content
 * Workforce Diversity, Equity, and Inclusion: Survey Report
 * Common Missteps That Impede DEI Progress
 * Setting the Foundation to Deliver on DEI Commitments

View the Collection

Best Practices in Learning & Development

As organizations build digital capabilities and adopt digital business models,
their talent needs are changing—skills, roles, structure. This research will
explore two aspects of this change: upskilling and reskilling.

Contact Elissa Tucker to learn more
People Analytics

This research will look at where organizations are on the people analytics
maturity curve and explore what cutting edge people analytics looks like today.
It will generate resources to help organizations assess and improve people
analytics capabilities.

Contact Elissa Tucker to Collaborate
Join the Conversation

Engage with our human capital management audience through podcasts, webinars,
case studies, and interviews!

Some sample topics include:

* People challenges
* HR process excellence
* Best practices in upskilling and reskilling employees
* HR as a strategic business partner
* Benchmarking HCM

Share Your HCM Story


KNOWLEDGE MANAGEMENT (KM)

Recently Completed Research Current and Upcoming Research
KEEPING CONTENT FRESH AND FINDABLE Exploring APQC's Knowledge Flow Process 2023
Knowledge Management Priorities & Predictions Knowledge Management Benchmarks
and Metrics Applying Knowledge Management in the Business
 * KEEPING CONTENT FRESH AND FINDABLE
 * Exploring APQC's Knowledge Flow Process
 * 2023 Knowledge Management Priorities & Predictions
 * Knowledge Management Benchmarks and Metrics
 * Applying Knowledge Management in the Business

Research Description

As a result of content overload, disordered repository structures, and difficult
search processes, many organizations are rethinking their approach to content
management. Best practices for managing high-value content, formulating content
strategies, monitoring execution, and optimizing search and discovery across
channels are examined in this study.

Research Findings and Content
 * Reasons To Invest In Content Management Executive Summary
 * Reasons To Invest In Content Management
 * Leveraging Expertise with Effective Content Management
 * How to Manage the Enterprise Content Lifecyle
 * Four Problems Better Content Management Can Solve

View the Collection

Research Description

APQC’s Knowledge Flow Process is a seven-step cycle describing how knowledge is
created, identified, collected, reviewed, shared, accessed, and used within
organizations. This collection brings together articles and resources related to
the Knowledge Flow Process, including a framework to help you understand and
manage knowledge flow and best practices for each of the seven steps.

Research Findings and Content
 * APQC's Knowledge Flow Process Framework
 * Establishing Knowledge Flow Processes
 * Why KM Should Define Its Knowledge Flow Processes

View the Collection

Research Description

The content in this collection is derived from APQC's 2023 annual research into
knowledge management priorities and challenges. In this research, we provide a
"pulse check" on the current state of knowledge management and explore its
future.

Research Findings and Content
 * 2023 Knowledge Management Priorities and Predictions Survey Report
 * Three Skills For Your KM Team To Develop Right Now
 * Knowledge Management Priorities for 2023 and Beyond
 * 2023 Top Technology Trends in KM
 * Remedies To Combat Top KM Threats in 2023

View the Collection

Research Description

KM programs are changing quickly, and KM leaders need up-to-date benchmarks to
understand those changes and guide their programs in the best possible
direction. This research explores how KM programs are currently structured,
their investments in people, processes, and technology, and how those
investments translate into ROI.

Research Findings and Content
 * Eleven Practices of Highly Effective KM Programs
 * 2022 KM Program Benchmarks and Metrics: Executive Summary
 * Measure the Business Impact of Knowledge Management
 * Include Satisfaction Metrics and Success Stories in Your KM Measurement
   Strategy
 * Focus on Your KM Strategy and Business Case, Not Your Budget
 * How and Why Centralized KM Programs Perform Better
 * 2022 KM Program Benchmarks and Metrics Survey Report

View the Collection

Research Description

This research focuses on KM’s relationship with internal customer groups and how
KM is applied in different parts of the business. APQC looks at which areas of
the organization are ideal strategic targets for KM, which require specialized
KM support, and how KM should work with each stakeholder group to help it
protect and manage its knowledge.

Research Findings and Content
 * Positioning KM as a Strategic Business Partner
 * Applying Knowledge Management in the Business: Survey Report
 * Applying Knowledge Management in the Business: Enterprise KM Programs vs All
   Others
 * Applying Knowledge Management in the Business: Comparing KM Governance
   Structure
 * KM on the Rise
 * Unlocking Knowledge Management's Full Potential

View the Collection

Managing Process Knowledge

To operate effectively, organizations need both business processes and
associated knowledge. Process and knowledge management (KM) teams aim to
document, standardize, and optimize how work gets done. Still, they often
operate in their own “improvement silos” instead of collaborating on an
integrated approach. In this research, APQC will look at ways to align process
and knowledge management to improve process performance, reduce risks, and
increase employee engagement. 

 

View the Collection
Excellence in Knowledge Management 2023

APQC recognizes eight organizations for their Excellence in Knowledge
Management. As part of the research, APQC aims to highlight how successful KM
programs use expert communities, embrace innovation, and measure their value.
Take advantage of the insights and best practices of the Excellence in KM class
of 2023. 

 To view resources are from the current and previous recognition years, visit
the Over the Years: Excellence in KM master collection.

Excellence in KM 2023
JOIN THE CONVERSATION

Engage with our knowledge management audience through podcasts, webinars, case
studies, and interviews!

Some sample topics include:

 * Emerging Technologies for KM
 * People of Knowledge Management 
 * KM Accelerators 
 * KM Essentials ( Communities of Practice, Knowledge Transfer & Techniques,
   Knowledge Mapping, Strategic Planning, Developing a KM Roadmap, and Critical
   Knowledge )

SHARE YOUR KM STORY


PROCESS AND PERFORMANCE MANAGEMENT (PPM)

Recently Completed Research Current and Upcoming Research
People of Process Management 2023 Best Practices in Process Frameworks Making
Change Management Mindful 2023 Process and Performance Management Priorities and
Challenges
 * People of Process Management 2023
 * Best Practices in Process Frameworks
 * Making Change Management Mindful
 * 2023 Process and Performance Management Priorities and Challenges

Research Description

In 2023, APQC conducted the “People of Process Management” survey to gain
insight on the people who support process management work. This research
explores the demographics, skillset, and education of today's process workers.
Additionally, the research looks at reporting structures, responsibilities, and
career advancement in the process field.

Research Findings and Content
 * People of Process Management 2023: Survey Report
 * Common Process Management Roles
 * Core Skillsets for Process Management
 * Who Are the People of Process?

View the Collection

Research Description

In May 2023, APQC conducted its bi-annual “Best Practices in Process Frameworks”
survey to learn how organizations are using process frameworks, the common
adoption practices, implementation practices, and the challenges involved.

Research Findings and Content
 * Best Practices in Applying Process Frameworks 2023: Survey Report
 * Process Framework Fundamentals Remain Foundational
 * Putting Process Frameworks to Work
 * How Workato Uses APQC's PCF as a Foundation for Automation

View the Collection

Research Description

At its core, change management is the act of proactively managing change and
minimizing the resistance to organizational change through a set of structured
processes or set of approaches to transition employees, teams, or an entire
organization to a desired future state. However, as you may have heard before,
change is hard. Organizations continue to struggle with effectively implementing
change. This research explores the common practices and effectiveness of key
change management components.

Research Findings and Content
 * Effective Change Management Practices: Survey Report
 * Evaluating Change Management Outcomes: How to Determine the Success of a
   Change Initiative
 * Change Management Toolkit
 * Returning to the Office: Lessons in Change from Emerson Manila Shared
   Services
 * Making Change Management Mindful (Part 1) - Leading Change and Preventing
   Fatigue

View the Collection

Research Description

In December of 2022, APQC conducted a survey to understand the common challenges
and priorities of process and performance management (PPM) practitioners. This
study explores trends in process work and the intersection with data and
technology for process management professions in the new business environment,
and reveals the top five priorities and challenges in process management,
organizational performance management, and more.

Research Findings and Content
 * 2023 Process and Performance Management Priorities and Challenges
 * What's Driving Process and Performance Management In 2023?
 * 2023 Top Challenges and Solutions: Process Management

View the Collection

End-to-End Processes 2023

An end-to-end process mindset is often necessary to help organizations achieve
their goals because strategic goals are rarely functional in nature. They are
large-scale issues such as improving organizational agility, becoming
customer-centric, or entering a new market. Such goals rely on understanding how
the organization creates value and aligns the purpose of its processes.

This project will update the current end-to-end processes in the Resource
Library and tell APQC’s story of end-to-end process management.

Contact Madison Lundquist to Learn More
2024 Process and Performance Management Priorities and Challenges

APQC will conduct a survey to understand the common challenges and priorities of
process and performance management (PPM) practitioners. This study will explore
trends in process work and the intersection with data and technology for process
management professions in the new business environment, and will reveal the top
five priorities and challenges in process management, organizational performance
management, and more.

Click Here to Take the Survey


SUPPLY CHAIN MANAGEMENT (SCM)

Recently Completed Research Current and Upcoming Research
Supply Chain Resilience Procurement in the Spotlight Key Logistics Trends
 * Supply Chain Resilience
 * Procurement in the Spotlight
 * Key Logistics Trends

Research Description

Disruption is no longer a one-off event, and extreme volatility is the new
global reality. This collection of content is based on joint research from BCG
and APQC into the range of resilience capabilities needed across the supply
chain to thrive as things change. It is brought to you courtesy of the
relationship between APQC and its member BCG.

Research Findings and Content
 * If Disruption is the New Normal, Operational Resilience is the New Necessity
 * Operational Resilience: The New Necessity
 * Operational Resilience in a Time of Chaos
 * Manufacturing Flexibility and Transparency: Cross-Industry Report
 * Sourcing and Supplier Flexibility and Transparency: Cross-Industry Report
 * Engineering and Product Design Flexibility and Transparency: Cross-Industry
   Report
 * Logistics Flexibility and Transparency: Cross-Industry Report
 * Adaptive Supply and Demand Planning: Cross-Industry Report
 * Supply Chain Resilience: Monitoring, Sensing, and Preparing for Risks

View the Collection

Research Description

This research draws insights from APQC’s Open Standards Benchmarking in
procurement and yields new content and tools for APQC members. The collection
includes both cross-industry and industry-specific reports on various practices
in procurement.

Research Findings and Content
 * Procurement Strategy and Structure: Cross-Industry Report
 * Procurement Technology and Automation: Cross-Industry Report
 * Procurement Supplier Risk Management: Cross-Industry Report
 * Procurement Purchasing Profile: Cross-Industry Report

View the Collection

Research Description

APQC conducts ongoing research in the logistics area to help organizations
assess and compare their logistics performance. This collection of research
includes key benchmarks as well as details about the current state of selected
logistics practices, including last-mile delivery, digital transformation, data
management, and more. In addition to cross-industry analysis, this research also
includes industry-specific reports.

Research Findings and Content
 * Data Management: Cross-Industry, Logistics Practices Report
 * Digital Transformation in Logistics: Cross-Industry, Logistics Practices
   Report
 * Environmental Sustainability: Cross-Industry, Logistics Practices Report
 * Intelligent Automation: Cross-Industry, Logistics Practices Report
 * Last Mile Delivery: Cross-Industry, Logistics Practices Report
 * Workforce Practices in Logistics: Cross-Industry, Logistics Practices Report
 * Logistics Key Benchmarks

View the Collection

2024 Supply Chain Management Priorities and Challenges

In its 2024 Supply Chain Management Priorities and Challenges research, APQC
will ask supply chain professionals across numerous industries about their
expectations and trends for the year ahead. Some examined topics include
operational and process innovation, logistics, procurement, sourcing, and supply
chain planning.

Stay tuned to learn more about how well supply chains performed in 2023, changes
and trends impacting supply chains, the biggest obstacles to improving supply
chains, and focus areas and priorities for supply chains in 2024.

Take Survey
Measuring Customer Service

In 2023, APQC conducted research, sponsored by Esker Inc., that took a detailed
look at the top KPIs organizations employ to measure customer service and order
management. With insights from 200 large organizations, APQC developed a
whitepaper, which takes a deeper dive into the top ten KPIs you can use to
assess your customer service function. The whitepaper includes the
identification of the top ten measures and the current state of performance for
each measure as well as insights into why each measure is important from three
perspectives: the organization, the customer, and the customer service employee.

Access Research
Supply Chain Insights

If you have a story to tell about how your organization has overcome common
supply chain challenges, implemented new supply chain programs, or built a
better mousetrap in supply chain, we (and our audience) would love to hear about
it!

Share Your Story


SPONSORED RESEARCH OPPORTUNITIES

APQC’s sponsored research program is a fee-based opportunity for professional
services firms, associations, and technology providers to sponsor and
participate in APQC research or data collection opportunities. Promote your
brand, develop thought leadership, and access exclusive research through this
program.

Learn More

APQC (American Productivity & Quality Center) is the world’s foremost authority
in benchmarking, best practices, process and performance improvement, and
knowledge management (KM). With more than 1,000 member organizations worldwide,
APQC provides the information, data, and insights organizations need to support
decision-making and develop internal skills. Learn more.

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