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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&n...
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Documents related to » approach to reference checks


Software Selection: An Approach
Selecting package software can have long-term benefits or long-term regrets. To avoid the latter, your approach needs to be sound, logical, and prudent. It also

approach to reference checks  the balloon pops. This approach attempts to quickly identify the potential best package solution, at least on paper, until you are satisfied through a demonstration that it is the best solution (i.e. finger reaches the other side of the balloon) or the selected solution misses the mark on several fronts (i.e. the balloon pops) and you move on to the next promising candidate. Accordingly, you do not drill down to the same depth for all package candidates at the same time. You proceed on a more gradual, 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

approach to reference checks  project may change its approach to implementation, such as moving from a regional phased approach to a product phased approach. For example, in a cell phone company, rather than convert customers by region, the team converts all customers internationally that have the newest service plan, followed by a family service plan, and so on. What may be a straightforward change for the larger project could exponentially increase the scope of the data migration effort. It is not uncommon for resources to shift Read More...
Message to ERP Vendors: Honesty versus Glitz
It’s a bit surprising that sales teams from some ERP vendors are still under the impression that simply wining and dining a customer is enough to win a sale. It

approach to reference checks  are taking a formal approach to the software selection – participate as much as possible. If that means filling our a few more RFIs or actually preparing for product demos in compliance with customer scripts – by all means do it. It could be the difference between winning and losing. It’s not a waste of time, and even if your product doesn’t look as good as the competition – at least you’re showing a willingness to help, and customers always quantify that positively when making their Read More...
Best Practices in Extending ERP: A Buyer’s Guide to ERP versus Best-of-breed Decisions
The trade-off between best-of-breed functionality and ease of integration is no longer so simple. Enterprise resource planning (ERP) software continues to

approach to reference checks  took a big bang approach to cutting over from its legacy system, then implemented an electronic store front six months later. In their effort to work with a single vendor, they purchased the store front from their ERP vendor, and also contracted with them to customize their financial system for circulation management. Mr. Harris adds, When you consider how many full time employees I could hire with the maintenance dollars I spend with my ERP vendor, the choice is clear. In the case of Sturgis Molded Read More...
The Essential Components of Quote-to-order Application Suites
Modern quote-to-order suites provide customers and suppliers access to design, planning, and material data. This enables users to proactively understand various

approach to reference checks  ), take the noble approach of building configurable DOM functionality and business rules into the applications. This allows for quick deployments with limited customization, where Web services integration enables a fairly smooth orchestration across multiple internal and external systems. Commonly Used Quote-to-order Components It must be apparent by now that selling complex products and services has always presented special challenges. These challenges have been magnified by recent demands from the Read More...
Key SCM Features to Look For (And Major Players to Look Out For)
Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their

approach to reference checks  SCM Features to Look For (And Major Players to Look Out For) Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions. Key SCM Features The core purpose of any SCM Read More...
How to Respond Faster to Customer Feedback
What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of

approach to reference checks  to Respond Faster to Customer Feedback What’s the best way to know if your customers are satisfied? Simply ask them. Conducting customer surveys without the right tools, however, can demand a lot of staff time to manage and analyze the results. Indeed, response time can make the difference between keeping customers and losing them. One way to respond faster to customer issues—and save time and effort—is by investing in an automated customer feedback system. Read More...
The High Cost of Change for ERP: What Does It Take to Keep Up-to-date?
Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after

approach to reference checks  High Cost of Change for ERP: What Does It Take to Keep Up-to-date? Businesses of all sizes and in all industries are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after installation. The question isn’t whether a typical ERP solution supports change, but rather at what cost? Learn what midsize companies are doing about maintaining, modifying, and updating their ERP systems post-implementation, and what you could be doing better. Read More...
To ERP or Not to ERP, that Is the C-level Question
Whether your organization is looking to take the leap into an enterprise resource planning (ERP) system for the first time or seeking to add to the current ERP

approach to reference checks  where a best-of-breed, component approach to an ERP system is beneficial. First is an example of an organization looking at taking the ERP plunge for the first time. As a company, you’ve gone through your software evaluation process. Your organization put together its list of requirements, you sat through vendor demonstrations, and you’ve ranked the solutions. When you review the rankings, the entire organization ranked solution X to be the top solution, except for the human resources (HR) Read More...
Want to Know How to Survive in a Down Economy? Then Look in Your Warehouse!
When I speak with distribution executives nowadays, they all say the same thing: “We are struggling to keep our heads above water because of the economy

approach to reference checks  to Know How to Survive in a Down Economy? Then Look in Your Warehouse! When I speak with distribution executives nowadays, they all say the same thing: “We are struggling to keep our heads above water because of the economy.” However, before the economy took a turn for the worse, they talked about low profit margins, high inventory levels with low turns, and an erosion of their profitability because of their warehouses. I am often forced to ask, “Is the economy really that bad? Or, is your Read More...
End-to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow
To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that

approach to reference checks  to-End Monitoring Is Critical to Meeting End User Expectations Today and Tomorrow To function as a business partner, IT must deliver service at predictable levels—and also contribute to enterprise strategy, by planning for services that enable growth. That’s why IT needs end-to-end infrastructure views that reveal issues as they happen, and track trends that predict future needs. But how can IT create unified views of the environment without draining critical resources? Read More...
Got BI? Now You Need to Hire a Data Geek. Here’s What to Look For.
According to a poll conducted by KDnuggets, salaries in the analytics and data mining space are up in 2011. While there is no direct proof that the data

approach to reference checks  BI? Now You Need to Hire a Data Geek. Here’s What to Look For. According to a poll conducted by KDnuggets, salaries in the analytics and data mining space are up in 2011 . While there is no direct proof that the data explosion is increasing the need for business intelligence (BI) or business analytics (BA) specialists, it’s only natural that the increase in BI software adoption and demand for analytics should promote the growth of BI job offerings. So, if your organization already has a BI or BA Read More...
The High Cost of Change for ERP: What Does it Cost to Keep Up to Date?
Companies are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after they have been installed. The question isn’t

approach to reference checks  High Cost of Change for ERP: What Does it Cost to Keep Up to Date? Companies are finding it difficult and costly to update and modify enterprise resource planning (ERP) systems after they have been installed. The question isn’t whether an ERP solution supports change, but rather at what cost? How quickly can adjustments be made, and what stresses do such changes place on the organization. To answer these questions, this paper provides results from a survey of senior finance executives. Read More...
GE Comes to Lunch. Want to Guess Who the Appetizer Will Be?
General Electric announced the effective slicing of its General Electric Information Services company into two new business units to focus on E-commerce. The

approach to reference checks  Comes to Lunch. Want to Guess Who the Appetizer Will Be? Event Summary General Electric Information Services (GEIS, a division of General Electric (NYSE: GE),) will become a holding company managing two new business units. GE Systems Services takes over the current infrastructure operations, including data centers, networks, and help desks. The other new company, GE Global Exchange Services, has four divisions that will focus on Internet Data Exchange, Enterprise Application Integration (EAI), E-procurem 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

approach to reference checks  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...

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