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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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 automation processes worksoft

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

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » automation processes worksoft

Evolution to Revolution: The Test Automation Maturity Curve


The evolution of test automation towards data-driven and key/action word frameworks reflects the realization that the process becomes more efficient if there is less code to develop and maintain. Instead of taking twenty years to evolve towards efficiency, you can take a revolutionary leap with a code-free approach that makes it easier to implement, manage, and maintain automated tests.

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Managing Your Business Processes to Create Competitive Advantage


Any company efficiency improvements are going to involve business process management (BPM). BPM ensures process consistency, optimizes business processes, and ensures compliance. The result is not only cuts in cost and time, but it adds a price value and creates a price advantage which helps companies enhance their competitive edge.

automation processes worksoft  Your Business Processes to Create Competitive Advantage Any company efficiency improvements are going to involve business process management (BPM). BPM ensures process consistency, optimizes business processes, and ensures compliance. The result is not only cuts in cost and time, but it adds a price value and creates a price advantage which helps companies enhance their competitive edge. Read More

CEO Perspective: 5 Ways Marketing Automation Can Optimize & Grow Your Business


Learn how automation improves ROI by making sales and marketing more efficient and more effective, and makes marketing accountable through measurement.

automation processes worksoft  Perspective: 5 Ways Marketing Automation Can Optimize & Grow Your Business Learn how automation improves ROI by making sales and marketing more efficient and more effective, and makes marketing accountable through measurement. Read More

Case Study: Teknol, Inc.-Integrating Manufacturing Business Processes




automation processes worksoft  Study: Teknol, Inc.-Integrating Manufacturing Business Processes Read More

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

automation processes worksoft  Process , Financial Process Automation , Financial Processes Increases , Improving Your Financial Processes , Audit of Key Financial Processes , Explore Financial Practices and Processes , Managing Financial Processes , Financial Management Solutions , Benchmarking Improving Major Financial Processes , Consolidated and Efficient Finance Processes , Webcast Financial Process Automation , Optimising Your Financial Processes , Future of Financial Processes , Pay and Financial Management Solutions , Read More

Sales Force Automation (SFA)


Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities.

automation processes worksoft  Force Automation (SFA) Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

automation processes worksoft  Management Benchmark: Technology Automation and Employee Self-service To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit. Read More

James Automation: Increasing Revenues Out of the Gate




automation processes worksoft  Automation: Increasing Revenues Out of the Gate Read More

12 Steps to Enterprise Automation


Enterprise environments such as Windows, UNIX, and Linux often have timed or manual tasks that have to be monitored every time they run. Automating your job schedule could be a cost-effective way to free up operators to perform more important tasks. Here are 12 areas that you should consider when seeking to automate job scheduling or upgrade your automation.

automation processes worksoft  Steps to Enterprise Automation Enterprise environments such as Windows, UNIX, and Linux often have timed or manual tasks that have to be monitored every time they run. Automating your job schedule could be a cost-effective way to free up operators to perform more important tasks. Here are 12 areas that you should consider when seeking to automate job scheduling or upgrade your automation. Read More

ERP for Services (Non-manufacturing) for Industrial Automation


A multinational consulting company specializing in industrial automation was looking for a fully integrated enterprise resource planning (ERP) solution to replace its legacy system—a patchwork of point solutions.

To find the right solution, the company turned to TEC for a software evaluation and selection project.

Starting with a list of nine qualified solutions, TEC issued requests for information (RFIs) to each of the vendors. Based on the RFI responses, the company was able to compare the nine solutions and develop a shortlist of the three most promising ones for in-depth evaluation.

TEC also helped the company collect market data, and prepare scripts for a formal demonstration session—a key component of the final selection process.



automation processes worksoft  Services (Non-manufacturing) for Industrial Automation Company Profile Industry:   Business Services and Consulting Annual Revenue Range:   $10 to $50 million Company Size:   101 to 250 employees Number of Sites:   2–10 sites Approx. Num Of Users:   101–200 users Region:   Africa Asia Southeast Asia (including the Far East and Japan) Europe (east and south) Europe (west and north, including the United Kingdom) Latin America (Mexico, Central America, and South America) North America Read More

NetSuite OpenAir: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

automation processes worksoft  PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project Read More

FinancialForce Professional Services Automation (PSA)


FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can administer, customize, and tailor the application themselves or through a partner.

automation processes worksoft  Professional Services Automation (PSA) FinancialForce Professional Services Automation (PSA) is a cloud-based services solution that leverages the power of Salesforce customer relationship management (CRM) and Force.com to manage people, customers, projects, and financials. FinancialForce PSA allows users to maintain a single view of customers, use social tools like Chatter to tap into the knowledge of the entire workforce, and leverage system-wide tools to break down silos. Businesses can Read More

IT Service Delivery: From Basic Automation through to Managed Services


Service companies that want to thrive need to find a better way to deliver services and run their business. Automating IT services is the answer, and it should be the immediate goal of any company that aims to stay in business as market pressures increase. Looking beyond basic automation, becoming a managed services provider (MSP) should be the long-term goal. Discover ways to ensure your service company's survival in today’s competitive IT services market.

automation processes worksoft  Service Delivery: From Basic Automation through to Managed Services Service companies that want to thrive need to find a better way to deliver services and run their business. Automating IT services is the answer, and it should be the immediate goal of any company that aims to stay in business as market pressures increase. Looking beyond basic automation, becoming a managed services provider (MSP) should be the long-term goal. Discover ways to ensure your service company''s survival in today’s Read More

The Forrester Wave: Midmarket Sales Force Automation


If you’re evaluating customer relationship management or sales force automation software, this Forrester report is a must-read. Featuring ratings on eight leading vendors based on over 150 criteria, the report is valued at over $795 (USD). Get your free copy from Maximizer Software, top-ranked in Forrester’s “current offerings” in areas such as product functionality breadth, setup, usability, integration, and cost.

automation processes worksoft  Wave: Midmarket Sales Force Automation If you’re evaluating customer relationship management or sales force automation software, this Forrester report is a must-read. Featuring ratings on eight leading vendors based on over 150 criteria, the report is valued at over $795 (USD). Get your free copy from Maximizer Software, top-ranked in Forrester’s “current offerings” in areas such as product functionality breadth, setup, usability, integration, and cost. Read More

Epicor for Service Enterprises: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

automation processes worksoft  PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project Read More