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 account management basics

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.

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Documents related to » account management basics

Insights to Accelerate Services Growth: Account Management, Service Metrics, and Customer Dashboards


A service business should be managed and measured based on the maturity of the business and the specific requirements of its customers. To take this approach, you need a framework for understanding how a services company and its customer engagement should be measured. Learn about the various ways to support strategic account management at each stage of your company’s evolution, which metrics are most relevant, and more.

account management basics  Metrics, and Customer Dashboards Account Management is also known as : Account Management Agreement , Account Management Application , Account Management Assistant , Account Management Association , Account Management Basics , Account Management Center , Account Management Corporation , Account Management Crossing , Account Management Definition , Account Management Description , Account Management Down , Account Management Experience , Account Management Forms , Account Management Guide , Account Read More

Better Performance Management for Service Companies


It’s been my experience in the business intelligence (BI) and business performance management (BPM) fields—and I’m sure it’s true in other software areas—that one of the most difficult tasks of all is to put theory into practice. Business theories are usually not set in stone and need to be adjusted to reality, or modified to suit specific cases. This is particularly difficult in the measurement

account management basics  to be taken into account that involve both quantitative and qualitative criteria. While conducting research to help a customer with a performance management project, I came across an e-book that addresses the specific issue of measuring service performance. Metrics Maneuvers: A Strategic Approach to Tracking and Analyzing Key Performance Indicators for Service-Centric Organizations  [PDF], by Tony Petrucciani, CEO of Single Source Systems , was written under that company’s umbrella and sponsorship; Read More

The Underbelly of Software Project Management Tools


Project management tools for software development should include a broad range of functionality. Project teams must be able to estimate the scope and duration of each project, divide work into components and tasks; provide quality assurance; and generate detailed performance metrics. Find out how many project management solutions are missing the mark, and learn what to look for when choosing a solution of your own.

account management basics  project management tools, which account for 99% of the market, do not provide all these. About the Author: Murali Chemuturi is a Fellow of Indian Institution of Industrial Engineering and a Senior Member of Computer society of India. He is a veteran of software development industry and is presently leading Chemuturi Consultants, which provides consultancy in software process quality and training. He can be reached at murali@chemuturi.com Searches related to The Underbelly of Software Project Management Read More

The Return on Investment of IP Telephony Management


Managing a newly deployed voice over Internet protocol (VoIP) integration project is not as easy as some IT managers believe it to be. Delivering voice traffic over the IP network is time-consuming, and requires the right tools and a proper budget. To fully understand the costs associated with IP telephony implementation, businesses must first conduct a thorough evaluation of their management options—prior to deployment.

account management basics  This figure takes into account the number of people hours spent maintaining and managing the system internally, multiplied by the average hourly rate of those people. Additionally, it includes the cost of third-party management services. Those costs combined, divided by the number of end units on the system, provides the per-unit cost. For small rollouts with fewer than 300 users on the system, the per-unit cost is $1,152. It drops drastically for those with greater than 5,000 units online. Those Read More

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

account management basics  Banking : Event-driven marketing; Account opening; New product introduction; Service case management; Specialized fulfillment, etc. In Wholesale Banking (e.g., wire transfers and treasury management ): Proactive service monitoring; Account servicing; New product introduction; Compliance trade monitoring; Exception management, etc. For their part, healthcare organizations seek products that integrate their front-office and back-office initiatives and help drive customer service, efficiency, and Read More

Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

account management basics  through its acquisition of Account 4 in 2001). Though catering to a wide range of PSOs, Lawson primarily targets the mid-market with its Service Process Optimization ( SPO ) suite. SPO''s features include resource management; time, billing, and expense management; portfolio management; and comprehensive workflow capabilities. In addition, Lawson provides complete back-office functionality and seamless two-way integration with MS Project. Unit 4 Agresso ( U4A ) is a PPM vendor that primarily addresses the Read More

Mobile Device Management Comparison Guide


In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions.

account management basics  Device Management Comparison Guide In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions. Read More

K2 and Box Integrate Cloud Content Management and Workflow for Efficient Business Process Management


To provide a bridge between cloud content management software and the business process workflow, K2 partnered up with Box, a cloud content management service. TEC principal analyst P.J. Jakovljevic talks to K2 CEO and founder Adriaan van Wyk, and looks at what this collaboration could mean for your enterprise.

account management basics  including details like customer account info from SAP Enterprise Resource Planning (ERP), support history from a helpdesk system, or sales opportunities from Salesforce.com.   Using K2’s Appit, customers can focus on the BPM solutions that allow creating and using these documents inside and outside of the organization. Mobility becomes a great BPM software asset, including with the K2 mobile app .   “Using K2 Appit’s workflow, forms, and data integration features,” says van Wyk, “customers Read More

Knowledge Management: The Core of Service Resolution Management


Businesses today need to demonstrate their value to customers by making information that is relevant to them accessible. Hence the need for knowledge management software, which helps companies segment and then distribute the information their customers want to know.

account management basics  about 12 questions will account for half the calls made. An effective self-help system should allow users or customers to resolve most common queries on their own, but it should also make it easy to escalate inquiries to an operator through telephone, Web chat, or e-mail if users get stuck or their questions are more complex. Also, call center representatives can sometimes handle problems more productively over live chat than on the phone, since an agent can deal with only one customer at a time over the Read More

Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

account management basics  Management and Analysis From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As). For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users Read More

Competency Management: the Compass for Strategic Talent Management


This white paper examines how to use a competency-based approach to build behaviors, skills, and knowledge. It explains how to integrate competencies into all phases of talent management to onboard, review, develop, motivate, and retain employees. It also shows the valuable contribution competencies can make in managing change and defusing turf battles that arise during downsizings, consolidations, and business reengineering.

account management basics  Management: the Compass for Strategic Talent Management Plateau delivers a best-of-breed talent management solution with deep functionality for learning management, performance management, compensation management and career and succession planning. This allows organizations to take a unified approach to develop, manage, reward and optimize their talent. Superior best-in-class talent management solutions can be deployed individually or together, enabling current and prospective customer to Read More

Case Study: More Efficient Hospital Management Systems with Content Management Tools


Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency.

account management basics  Study: More Efficient Hospital Management Systems with Content Management Tools Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency. Read More

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

account management basics  tasks, they may not account for the time before or between these tasks, which can be a serious drain on productivity.   Back to KronosWorks 2011 Kronos Workforce Central , the company’s flagship business management software suite, enables personnel managers to track crucial variables such as vacation, sick time, and overtime. The software also helps businesses comply with local, state, and federal labor laws and union contracts. With the goal of controlling labor costs and improving employee Read More

Pathways Materials Management, Financial Management


PDG Group Model 828

account management basics  Materials Management, Financial Management PDG Group Model 828 Read More

Looking Beyond Mobile Device Management to Mobile Application and Enterprise Mobility Management


The increasing possibilities that come from deploying mobile solutions in the workplace are now counterbalanced by an exponentially complex ecosystem of options that can make navigating the corporate mobile landscape challenging and risky. This executive insight examines the needs for organizations to deploy a holistic enterprise mobility management solution that goes well beyond mobile device management.

account management basics  Beyond Mobile Device Management to Mobile Application and Enterprise Mobility Management The increasing possibilities that come from deploying mobile solutions in the workplace are now counterbalanced by an exponentially complex ecosystem of options that can make navigating the corporate mobile landscape challenging and risky. This executive insight examines the needs for organizations to deploy a holistic enterprise mobility management solution that goes well beyond mobile device management. Read More