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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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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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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

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

Compare Now

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.

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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.

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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?

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Concur Aims To Be Single Point Of (Purchasing) Access


Concur began as a vendor of shrink-wrapped travel and expense tracking software, but is now making a play to be a major provider of self-service Internet-enabled applications, including offerings in E-purchasing and Human Resources.

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The Importance of a Single Product for Data Quality and Data Integration


Companies are fighting a constant battle to integrate business data and content while managing data quality. Data quality serves as the foundation for business intelligence (BI), enterprise resource planning (ERP), and customer relationship management (CRM) projects. Learn more about software that unifies leading data quality and integration solutions—helping your organization to move, transform, and improve its data.

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Meet PCI DSS Compliance Requirements for Test Data with Data Masking


Whether you’re working toward your first or your next payment card industry (PCI) data security standard (DSS) audit, you know compliance is measured on a sliding scale. But full compliance can’t be achieved with just one policy or technology. Using data masking, a technology that alters sensitive information while preserving realism, production data can be eliminated from testing and development environments. Learn more.

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Using SumTotal Systems to Build a Structured Approach to Learning and Development


Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent learning program across all 20 geographical locations. Murray Metals Group chose SumTotal® Learning Management to act as a central learning management resource, thereby successfully establishing a learning and development capability within the organization. See how.

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6 Reasons to Switch to Cloud-based Expense Management


Many businesses have begun to realize the extent of the benefits offered to them by automated expense management. These programs—which allow expense information to be stored digitally and expense reports to be generated automatically—are about to become standard across all sectors of industry. Here are six ways cloud-based expense management can benefit companies.

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Metagenix Reverse Engineers Data Into Information


Metagenix’ MetaRecon reverse engineers metadata information by examining the raw data contained in the source(s) rather than depending on the data dictionaries of the existing legacy systems (which are often incorrect). Other unique Metagenix approaches include an "open book" policy, which includes publishing product price lists on their web site and complete access to company officials, including CEO and President Greg Leman. According to Mr. Leman, "we’re pathologically honest".

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Data Evolution: Why a Comprehensive Data Management Platform Supersedes the Data Integration Toolbox


Today’s organizations have incredible amounts of information to be managed, and in many cases it is quickly spiraling out of control. To address the emerging issues around managing, governing, and using data, organizations have been acquiring quite a toolbox of data integration tools and technologies. One of the core drivers for these tools and technologies has been the ever-evolving world of the data warehouse.

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