White Papers

Browse this free online library for the latest technical white papers, webcasts, and product information to help you make intelligent IT product purchasing decisions.

Five Agile Data Imperatives for Healthcare Payer CIOs [Infographic]

Healthcare reform is transforming the US medical insurance sector. This dynamic and competitive market boasts several new opportunities for growth. This infographic shows you five ways that investing in technology can boost your organization's agility. Read More

2015 Travel and Expense Management Report: Increasing Control, Compliance, and Productivity in a Modern Mobile Workforce

Travel is a crucial business expenditure for many enterprises, with organizations looking to balance travel needs with cost-effectiveness. Travel expense management needs to consider accuracy, compliance, cost-productivity, and results. Financial process automation can be key to managing those factors.

Financial process automation is becoming more important for corporate travel expense management, as is accessing that automation while on the go. Travel and expense management (TEM) software, with mobile functionality and intelligent features, means companies can leave the inefficiencies of expense spreadsheets and receipt handling behind in favor of increased speed, productivity, and compliance.

This report looks at current market trends in travel and expense management (TEM) software and the benefits of this technology. Also included is an examination of TEM software functions and overviews of eight leading TEM solution providers. Read More

6 Steps to Switch From Spreadsheets to Cloud-based Expense Management

The manual process of using spreadsheets for managing expenses has had its advantages, especially before the rise of automated cloud-based expense management software. For many companies, the time, costs, and risk of inaccuracy in the spreadsheet method can lead to the decision to switch.

This e-book outlines 6 key steps to follow to make as efficient and cost-effective a transition as possible. The first step is identifying the problems with an enterprise’s current expense management system, by asking questions such as: How much time does a company spend on expense reports? Are there any policy compliance issues within the organization?

Other steps in the expense management selection process include identifying the enterprise’s specific requirements, assessing potential vendors, building a business case for your software switch, implementing the solution, and getting the most out of the cost and operation benefits of the expense management switch.

Read more in this comprehensive guide to help you switch from spreadsheets to automated expense management software. Read More

Annual Expense Management Outlook: T&E Trends and Benchmarks for 2015

Travel and entertainment (T&E) costs make up the second largest portion of business expenses, surpassed only by payroll. Managing T&E spending can become tricky as companies merge, grow, and expand their global reach. This white paper outlines current travel and entertainment management trends, looking at the challenges and benefits of the manual expense process and Web-based systems. Return on investment (ROI) for T&E solutions is looked at in relation to company size, along with crucial features in an automated T&E system. Read More

Using Data Analytics to Transform Your Business Processes and Your Business

Implementation of data-driven analytic platforms is quickly becoming the new business normal. New analytic tools are allowing organizations to improve the performance of routine tasks and procedures based on real-time, high-quality information, resulting in vastly improved operational and financial decision making. Dundas Data Visualization is a dashboard solution that can help your business increase compliance and improve efficiency by transforming raw data into visual information. Visualizing your organization’s data can give you a clearer understanding of what’s really happening in your organization, and help to identifying potential challenges. The adoption of Dundas Data Visualization dashboard solutions can help your business perform far above others in your field.

In this white paper, learn about what data analytics are, and how, in conjunction with up-to-the-minute information and access to great visualization tools, you can use them to your best business advantage. Dundas Data Visualization provides a detailed set of four key factors to help you develop better insight through advanced analytics: defining of business objectives, aligning stakeholders on business challenges, identifying meaningful metrics for better success, and putting insight to work by utilizing visual tools for more rapid understanding of concepts. Read tips on how to establish the definitions of success for your company through the development of a data discovery framework to harness the full potential of your data. Learn why it’s crucial to develop a system of support for and management of data analytics within your organization before adoption takes place, and why simply visualizing information can help with the adoption of new data analytics tools.  Read More

Five Key Elements to a Successful Business Intelligence Solution Implementation

It’s an unfortunate fact that a large percentage of projects fail when companies aren’t fully prepared for the adoption of Dundas’ Business Intelligence (BI) solutions. The good news is that Dundas BI can yield your company better success rates when your organization is fully committed to and prepared for the change. With the proper groundwork and development of a detail-oriented execution plan, the adoption of Dundas BI solutions can be a success. And with successful implementation, Dundas BI can help you realize your business goals.

In this white paper, Dundas BI offers a roadmap for successful adoption of its solution, addressing the main factors an organization must pay attention to in order to achieve set goals. To ensure that your BI project prospers, read and follow a detailed five-point plan that will allow your organization to lay a solid foundation to work from, and improve the odds of successful adoption rates. Details and recommendations on effective implementation are made within the five areas that must be addressed: clear communication, identifying activities and actions that drive results, quick access to real-time data and information, and displaying key performance indicators (KPIs) to inform and motivate your team. Learn why documentation of information is critical to all team members, why only looking at the end result—the success or failure of a project—rather than those of individual tasks can cost you, and how real-time data is important for trend watching. Read about the value of defining and clarifying KPI metrics so that the best possible success can be realized. Read More

Moving Beyond Your Mobile Blind Spot: An App Centric Approach to Enterprise Mobility

Between 55% and 65% of enterprises allow some type of bring your own device (BYOD), according to J. Gold and Associates’ research. While companies tend to have mobile strategies, there are often gaps within those strategies that overlook factors like changing technology requirements and security breaches. This report looks at the crucial factor of security, compares mobile security solutions, and details prioritizing the user experience. Read More

Enterprise Plans for Mobile Security

  • Source: IHS
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Mobile devices can be essential for information-sharing and networking within enterprises. With them comes the question of security and access management. The approach a company takes to selecting mobile security must look at some key factors, including capabilities for application management and whether the device is employee-owned or company-owned. This report was put together following a survey of IT buying decision-makers at 108 medium and large enterprises. It looks at strategies for setting up effective mobile device security. Read More

Credit Risk Management: Collateral, Covenants and Risk Review

  • Source: IBM
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If your organization is still managing credit risk manually, you could be leaving your company open to experience significant losses and complications that can harm its financial well-being. Multiple systems, piles of paper, inconsistent or out of date information- all could end up costing your company dearly. Today, the best way to ensure that credit risk is being appropriately monitored and managed is with the adoption of an automated system. With the implementation of an automated system, accuracy of data and efficiency of execution are significantly improved, and risk is monitored in a superior and more effective manner.

In this white paper, IBM highlights the benefits that an automated system for credit risk management can bring to your organization, including a reduction of human error on multiple levels, a marked increase in compliance, the capability to quickly track a data trail, and the capacity to effortlessly update and upgrade across multiple accounts and systems. Automation means valuations are up to the minute, and that transparency is increased. Document imaging, data entry, and automated workflow can resolve many problems previously encountered with manual procedures.

IBM’s Business Analytics offers a comprehensive 5-point action plan involving the importance of automating collateral processes, how to consolidate diverse systems and data, the benefits of automating collateral and covenant monitoring to reduce risk with the latest available information, and how automation supports release processes for minimized risk. Credit risk management can be modernized and refined as a result of changing towards an automated system. Read More

Wholesale Banking: Challenges in Automating Commercial Credit Risk Management

  • Source: IBM
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The challenges associated with commercial credit are complicated, but through automation, commercial credit risk management can be made straightforward and more efficient. IBM’s Business Analytics for commercial banking can help improve commercial lending operations, and, along with strong risk management practices and modernized operations, can create best practices for implementation and enhance overall operational effectiveness.

It’s essential that an automated system is transparent, helps with compliance, can serve multiple relationship types, and is able to use several criteria for risk assessment. A good system should take into consideration the complexities between customer, loan, and approval processes, and limit the need for multiple individual systems by way of a single user interface or tightly integrated systems.

In this white paper, read a detailed overview from IBM Business Analytics about the advantages and potential challenges of automation in five areas of interest, including complexity of the customer and credit granted, as well as continuous risk monitoring and how to improve overall relationship management. Get details on the management and analysis of commercial portfolios and related documents, business intelligence reporting, and defaults/recoveries management. Also provided is an extensive point-form information checklist, allowing you to self-check your own organization to determine what areas may need attention. Security issues for data protection are also addressed.

Creating infrastructure for your organization for best success begins with choosing the best technologies, and IBM Business Analytics can help, improving profitability and providing solutions that allow your business goals to be realized.  Read More
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