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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...
Leveraging A Demand-Driven Manufacturing Model to Enhance Profitability
Successful demand-driven fulfillment manufacturing, include optimal channel and customer relationships, informed on-line buying and selling, order fulfillment

approach to reference checks  control. A more strategic approach is to integrate these functions into one extended information infrastructure, so that engineering, product confi guration, purchasing, manufacturing planning, project management, budgeting, costing, billing and fi nance, and customer relationship management are working off the same page, populated with the latest data. A real-time enterprise solution, such as that offered by SYSPRO, is the key to successful coordination. SYSPRO CRM gives insight into customers and 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...
A guide to the benefits, technology and implementation essentials of CRM & SFA solutions
Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed

approach to reference checks  input, and suggest implementation approaches to accelerate the acceptance and benefits of SFA. Companies spend staggering investments to make and keep their offerings competitive. Since the mid 90''s, major expenditures have been made in CRM (Customer Relationship Management), often with mixed results. CRM gained quick acceptance and was viewed by some organizations as a way to introduce sanity and structure into sales and tactical marketing. However, one area that has historically resisted the Read More...
Expand Accelerators Datasheet: How to Use WAN Optimization to Solve the Server Consolidation Challenge
Delivering access to applications over the wide area networks (WANs) is now an essential aspect of any IT strategy to reduce total cost of ownership and improve

approach to reference checks  Accelerators Datasheet: How to Use WAN Optimization to Solve the Server Consolidation Challenge Delivering access to applications over the wide area networks (WANs) is now an essential aspect of any IT strategy to reduce total cost of ownership and improve return on investment. For example, server-based computing and server consolidation strategies can remove servers out of the branch offices to consolidate and centralize them in the data center, usually based on a virtualization infrastructure. Read More...
How to Lead Your Organization on the Best Path to Performance Improvement (Webcast Transcript)
Companies require an agile enterprise performance management (EPM) strategy to ensure they have information to support effective decisions. The more information

approach to reference checks  a master data management approach and saying, I''ve got seven instances in my ERP systems. And I''ve got seven charts of accounts. And I''ve got the giant spreadsheet as long as my arm. I''m trying to make sense of all that. So in order to do that using a technology platform, the scalability is key as well, especially when you''re increasing users and especially when you''re going down the path of areas such as profitability. So best in class EPM solutions...a unified and integrated platform, process support Read More...
Do You Want Your App to Talk Back to You (as a Chatterbox)? - Part 2
In Part 1 of this blog series I admitted to being a late adopter of a sort, in part for not immediately jumping onto the social media bandwagon. In particular

approach to reference checks  You Want Your App to Talk Back to You (as a Chatterbox)? - Part 2 In Part 1 of this blog series I admitted to being a late adopter of a sort , in part for not immediately jumping onto the  social media  bandwagon. In particular, my initial reaction to  Salesforce Chatter (a.k.a. Collaboration Cloud )  was tepid. To be frank, Marc Benioff, salesforce.com ’s flamboyant and engaging CEO, gave an atypically incoherent and dry keynote speech when he  introduced Chatter at the Dreamforce 2009 Read More...
Ariba to Leave Integration to Specialists
E-purchasing vendor Ariba chooses Tibco Software to integrate back-end programs.

approach to reference checks  that an open systems approach will let any integration systems vendor serve as a bridge between Ariba''s systems and backend corporate systems. Ariba believes that this will ultimately lead to faster deployment for Ariba''s customers . User Recommendations Ariba customers for whom such integration is important - or who may be contemplating the acquisition of an ERP system - will want to find out the details and timing. Customers will be free to continue with Ariba''s current approach, engage Tibco, or use Read More...
A Guide to Microsoft’s BI Ecosystem—Understanding Microsoft’s Approach to BI for the Enterprise
In the last 4 to 5 years, the business intelligence (BI) and data management scene has evolved at an incredibly fast pace. Software pioneer Microsoft has

approach to reference checks  BI Ecosystem—Understanding Microsoft’s Approach to BI for the Enterprise In the last 4 to 5 years, the business intelligence (BI) and data management scene has evolved at an incredibly fast pace. Software pioneer Microsoft has extended the reach of its enterprise software solutions to the BI and analytics space by offering a wide variety of software applications to enterprises for performing BI and analytics capabilities based on different organizational needs and requirements. Aiming to help Read More...
How to Make People More Willing to Share Knowledge in Their PLM Environment
In Why Some People Don’t Like PLM, Graham McCall said that some product lifecycle management (PLM) users’ reluctance to share knowledge with others is the

approach to reference checks  to Make People More Willing to Share Knowledge in Their PLM Environment In Why Some People Don’t Like PLM , Graham McCall said that some product lifecycle management (PLM) users’ reluctance to share knowledge with others is the obstacle toward higher acceptance of PLM. I thought his point made perfect sense, and my instant reaction was to ask myself: How can this problem be resolved? Ideally, a PLM system is a platform for people to work together. This means that knowledge sharing is mutually Read More...
Product Developers Need to Shift to an All-Digital Mindset
Over the past several decades, processes to design and build cars, airplanes, and other products have typically followed a linear, sequential path. But the

approach to reference checks  and straightforward, the linear approach to product development and design has started to reveal serious limitations. One of the most vexing and prevalent challenges has been the inefficient flow of information throughout this process. For example, the people launching the product into the market frequently have not found out quickly enough about changes made by engineers to the product’s design. This often wreaks havoc with the process, slows product deliveries, and lowers customer satisfaction. These 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

approach to reference checks  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...
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...

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