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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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 approach to reference checks

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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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 has to be completed in your lifetime. Read about an approach to software selection that helps an organization get to the primary objective of identifying the best software solution quicker but with the necessary due diligence.

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

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 expand, blurring the boundaries of core ERP functionality. The three essential factors to consider in ERP versus best-of-breed decisions are functionality, integration, and the ability to upgrade. Find out the questions you need to ask when considering an ERP extension.

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 aspects of a project, as well as reduce planning time, document activities, and promote communication throughout the engagement cycle.

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

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, and integrated operational infrastructures. Manufacturers need to overcome challenges to demand-driven fulfillment by implementing a system that supports flexibility, openness, visibility, planning, e-commerce, collaboration, and integration where the ultimate objective is to minimize waste and optimize resources.

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

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.

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

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 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.

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

3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance


E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore inadvertently deleted messages, ensure compliance, and reduce storage demands. E-mail archiving software provides IT with the ability to manage data retention and enable ediscovery. Read this white paper to explore the issues of e-mail archiving and e-mail management.

approach to reference checks  Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore inadvertently deleted messages, ensure compliance, and reduce storage demands. E-mail archiving software provides IT with the ability to manage data retention and enable ediscovery. Read this white paper to explore the issues of e-mail archiving and e-mail 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 companies generate, the more they need software that places the information in the right context and optimizes the decision-support process. Learn to identify software that can help your organization find the best path to continual performance improvement.

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

How to Unbalance Your Scorecard to Better Measure Business Performance


The Balanced Scorecard is one of the most popular methodologies for measuring business performance, with a view to enhancing it. First made popular in the early 1990s, this performance management framework was intended as a tool to provide managers with a more complete and “balanced” view of their organization’s performance by including nonfinancial metrics and key performance indicators (KPIs) in

approach to reference checks  assessments. Despite this excellent approach to the state of an organization—previously viewed from a purely financial perspective—some organizations are still struggling to achieve success with this method. Many of the problems seem to stem from the balancing part of the evaluation. Well, maybe it’s OK to keep your scorecard a little off balance. A balanced scorecard, as defined by the Balanced Scorecard Institute, is a strategic planning and management system that is used extensively in business Read More

5 Things You Need to Know to Empower Today’s Mobile Workforce


As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy.

approach to reference checks  Things You Need to Know to Empower Today’s Mobile Workforce As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy. Read More

5 Ways to Improve Outbound Sales Performance: Best Practices to Increase Your Pipeline


There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales.

approach to reference checks  There’s a quality-based prospecting approach that is gaining traction among sales professionals these days. It’s not about finding someone willing to listen to you; instead, it’s about finding someone who wants to collaborate with you. The goal becomes about developing relationships that can yield ongoing results. By applying the strategies in this paper, you can transform the dynamic of outbound sales. Read More

How To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients


In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider.

approach to reference checks  To Conquer the Challenge of Delivering E-mail to 100,000+ Recipients In the beginning, e-mail marketing was easy. But as e-mail lists have grown, so have Internet service provider (ISP) restrictions. Today, delivering your e-mail newsletter can be a real challenge, especially with a list of over 10,000 recipients. Instead of adopting one of several seductive but outdated solutions, a better alternative may be to use an e-mail service provider. 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 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

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

How to Find the Right ERP to Optimize Your Multi-site, Multi-national Operation


Download this white paper to learn about the challenges faced by multi-site and multi-national organizations--and what to look for in an enterprise resource planning (ERP) solution to address these issues.

approach to reference checks  to Find the Right ERP to Optimize Your Multi-site, Multi-national Operation Download this white paper to learn about the challenges faced by multi-site and multi-national organizations--and what to look for in an enterprise resource planning (ERP) solution to address these issues. Read More