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 access to financial data


The Financial Close: Optimizing Performance and Driving Financial Excellence
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting@and

access to financial data  a Fast Close Faster Access to Financial Information More Time for Value-Added Analysis Improved Control Systems and Quality Greater Time and Cost Savings During the Close Process Better Investor Relations How Fast Is Fast? Barriers to a Fast, High-Quality Financial Close Identifying and Understanding the Barriers Data Quality and Collection Errors Intercompany Reconciliation Poor Performance from Reporting Applications Lack of Automation Weak Audit Trails The Role of Technology Quick Wins and Long-Term

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » access to financial data

How Is Business Process Management Applicable to Financial Services?


Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

access to financial data  allow or restrict users' access to data, such that only management has the ability to sign off on tasks within a workflow. The security can be either user- or role-defined. Controls that are mandatory under SOX are established, in part, through the afore-mentioned security system. A BPM solution, however, can contribute to these controls through its capability of showing a user only the information necessary for that user's authorization level in a particular workflow step. Because financial statements Read More

How to Comply with Data Security Regulations


A remote data backup solution can be compliant with almost any international, federal, or state data protection regulation—and can be compliant with the common caveats of most data security laws by providing functionality like data encryption and secure media control. And, as some regulations require files to be archived for several years, you can create a routine that archives files you select for backup and storage.

access to financial data  encryption key and have access to unencrypt and access your data, with RDB you create your own private encryption key, and only you have access to it, ensuring complete confidentiality. Be aware of companies who have your key, as they often use your client data for mining, marketing and other purposes that violate their privacy -- and any regulations that affect your industry. Offsite Storage Storing backups onsite is not a compliant solution and will not pass an audit, unless you can prove you Read More

How to Access and Buy Business Management Software


For most companies, changing accounting software is a daunting challenge. Not only is transitioning the accounting function to a new software package tricky in itself, but it is usually catalyzed by one or more business challenges that are (hopefully) solved by the new system. Knowing that, how can you minimize the risks involved in selecting a new accounting application?

access to financial data  to Access and Buy Business Management Software How to Access and Buy Business Management Software If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Sage provides business software , services and support to small and medium sized businesses. Whilst our heritage is in the small business market we also have the experience and expertise to meet the needs of specific industries and larger organisations. Source : Sage Resources Related to Read More

A Road Map to Data Migration Success


Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project teams encounter some very specific management and technical challenges. Minimizing the risk of these tricky migrations requires effective planning and scoping. Read up on the issues unique to data migration projects, and find out how to best approach them.

access to financial data  the data experts have access to review the data for quality and consistency? Can you create an audit back to your source system that would satisfy financial compliance requirements? An approach to a phased project and how to keep parallel systems in synch as you migrate forward. This can include ongoing integration or replication between applications for the duration of the project. Agility is key. This is a custom (bespoke) development project and you should apply the rigor that you would to any other Read More

Increasing Sales and Reducing Costs across the Supply Chain-Focusing on Data Quality and Master Data Management


Nearly half of all US companies have serious data quality issues. The problem is that most are not thinking about their business data as being valuable. But in reality data has become—in some cases—just as valuable as inventory. The solution to most organizational data challenges today is to combine a strong data quality program with a master data management (MDM) program, helping businesses leverage data as an asset.

access to financial data  Sales and Reducing Costs across the Supply Chain-Focusing on Data Quality and Master Data Management Nearly half of all US companies have serious data quality issues. The problem is that most are not thinking about their business data as being valuable. But in reality data has become—in some cases—just as valuable as inventory. The solution to most organizational data challenges today is to combine a strong data quality program with a master data management (MDM) program, helping businesses l Read More

Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report


Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Lynx to Donate Advanced Messaging to Linux Open-Source Community


Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating system gains in popularity.

access to financial data  to Donate Advanced Messaging to Linux Open-Source Community Lynx to Donate Advanced Messaging to Linux Open-Source Community P. Hayes - July 24, 2000 Event Summary SAN JOSE, Calif., Lynx Real-Time Systems, Inc., announced the donation of Lynx Messenger for BlueCat Linux, its high-performance messaging technology, to the Linux open-source community to establish a new standard for advanced CompactPCI inter-board messaging in distributed and high availability (HA) systems. Market Impact Lynx messaging Read More

Distilling Data: The Importance of Data Quality in Business Intelligence


As an enterprise’s data grows in volume and complexity, a comprehensive data quality strategy is imperative to providing a reliable business intelligence environment. This article looks at issues in data quality and how they can be addressed.

access to financial data  Data: The Importance of Data Quality in Business Intelligence Originally Published - October 20, 2008 The zeal to get as much business data to the user as soon as possible often prevails over the establishment of processes that control the quality of data. Low data quality standards can lead to bad business decisions and missed opportunities. Even with a data warehouse that is well designed and equipped with the best tools for business intelligence (BI), users will encounter inefficiency and frus Read More

Data Quality: Cost or Profit?


Data quality has direct consequences on a company's bottom-line and its customer relationship management (CRM) strategy. Looking beyond general approaches and company policies that set expectations and establish data management procedures, we will explore applications and tools that help reduce the negative impact of poor data quality. Some CRM application providers like Interface Software have definitely taken data quality seriously and are contributing to solving some data quality issues.

access to financial data  administrative users to control access over viewing and editing their contacts. This feature protects records from unwanted or incorrect changes. During our last meeting, Rick Klau , Vice President of Vertical Markets and John S. Lipsey , Director Corporate Communication, emphasized that the 2003 objective for Interface Software was to enhance data quality features: This is very important to our client base. stated Rick Klau. Reducing data management, enhancing the control of bad data through the Read More

5 DNS Security Risks That Keep You Up At Night (And How To Get Back To Sleep)


DDoS, cache poisoning, footprinting, oh my! Who knew that there were so many ways to threaten the security of your DNS? Read this white paper to find out all of the scary details about these attacks and what you can do to prevent them.

access to financial data  DNS Security Risks That Keep You Up At Night (And How To Get Back To Sleep) DDoS, cache poisoning, footprinting, oh my! Who knew that there were so many ways to threaten the security of your DNS? Read this white paper to find out all of the scary details about these attacks and what you can do to prevent them. Read More

The IT Tipping Point for Midsized Companies: Deciding When to Move to Tier-one ERP


Many successful midsized companies reach a point when transitioning to a tier-one enterprise application system is necessary. Transitioning to a new enterprise resource planning (ERP) system is a challenge—but it may not be as complex as you think. Learn common myths about tier-one ERP systems, as well as how ERP solutions can help you manage regulatory compliance and track performance with key performance indicators.

access to financial data  IT Tipping Point for Midsized Companies: Deciding When to Move to Tier-one ERP Many successful midsized companies reach a point when transitioning to a tier-one enterprise application system is necessary. Transitioning to a new enterprise resource planning (ERP) system is a challenge—but it may not be as complex as you think. Learn common myths about tier-one ERP systems, as well as how ERP solutions can help you manage regulatory compliance and track performance with key performance indicators. Read More

PROACTIS Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector


PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline their source-to-contract and purchase-to-pay processes to achieve better value and control. The most recent win was at the Flintshire Council,  and now 20 out of 22 local authorities in Wales use PROACTIS.  Also recently, Newham

access to financial data  Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline their source-to-contract and purchase-to-pay processes to achieve better value and control. The most recent win was at the Flintshire Council,  and now 20 out of 22 local authorities in Wales use PROACTIS.  Also recently, Newham Council chose PROACTIS Read More

Governance from the Ground Up: Launching Your Data Governance Initiative


Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys.

access to financial data  from the Ground Up: Launching Your Data Governance Initiative Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys. Read More

Appliance Power: Crunching Data Warehousing Workloads Faster and Cheaper than Ever


Appliances are taking up permanent residence in the data warehouse (DW). The reason: they are preconfigured, support quick deployment, and accelerate online analytical processing (OLAP) queries against large, multidimensional data sets. Discover the core criteria you should use to evaluate DW appliances, including performance, functionality, flexibility, scalability, manageability, integration, and extensibility.

access to financial data  Power: Crunching Data Warehousing Workloads Faster and Cheaper than Ever Appliances are taking up permanent residence in the data warehouse (DW). The reason: they are preconfigured, support quick deployment, and accelerate online analytical processing (OLAP) queries against large, multidimensional data sets. Discover the core criteria you should use to evaluate DW appliances, including performance, functionality, flexibility, scalability, manageability, integration, and extensibility. Read More