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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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 explore financial practices and processes

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

Financial Packages

Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.  

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Documents related to » explore financial practices and processes

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.

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QAD Explore 2012: Only Good Things Can Come from Talking to the Customer


As a seasoned provider of enterprise applications for manufacturing companies, QAD knows the importance of listening to its clients. In fact, the company has created a customer engagement program to help its customers align their business processes to their strategic business goals. Get the details on this program, as well as a full update from the QAD Explore 2012 user conference in P.J. Jakovljevic’s latest article.

explore financial practices and processes  1,500 employees. The QAD Explore 2012 user conference apparently had several hundred attendees from 23 countries.   CEO’s Keynote Presentation There is a somewhat clear division of tasks between the married couple who founded and still run the company. Karl Lopker is the chief executive officer (CEO) that is not only in charge of the company’s strategy and financial performance, but is also hands-on when it comes to go-to-market tactics, partner ecosystem, and customer engagement. QAD frankly admits Read More

The Modern Approach to Workforce Planning: Best Practices in Today’s Economy


Unfortunately, leaders often lack the visibility to predict workforce needs in difficult times, and human resources (HR) professionals often lack the business acumen to answer detailed data-driven workforce questions. As a result, many companies are currently operating in crisis mode, reacting to economic turmoil by downsizing their workforce. Find out how you can use workforce analytics for strategic workforce planning.

explore financial practices and processes  Investing in technology. We explore these best practices in more depth and include specific examples from today''s leading companies. 5. Strategic Workforce Planning Will Not Happen Overnight. Our research has identified four distinct levels of workforce planning (see Figure 3). Based on survey results, workforce planning has identifiable stages of maturity that can help companies evolve into more forwardthinking organizations. Through conversations with best-practice companies (such as T-Mobile, Braun Read More

Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

explore financial practices and processes  acquisitions) and changes We''ll explore these three points in detail later on, but for now it''s worth calling out the problem that underscores these benefits: All too often, back-office functions are mired in inflexibility and task duplication. For many insurance, banking, and financial services organizations, this is the result of relegating back-office functions to back-of-mind. However, insight into information, processes, and events can be one of your most powerful assets. And the ultimate way to 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.

explore financial practices and processes  Reader Guide: To further explore the benefits of the PDF file format, please consult the Reader Guide available from the Help menu.   Searches related to Best Practices in Extending ERP : A Buyer''s Guide to ERP versus Best-of-breed Decisions : enterprise resource planning ERP | extension erp | BOB | Best-of-breed | Extending ERP | best of breed versus fully Integrated software | Best of Breed versus Integrated Systems | best of breed versus Integrated software | Integrated Systems | Best of Breed | Read More

CRM Best Practices Adoption


Customer relationship management (CRM) best practices aren’t well recognized by many companies. Disappointment with CRM systems usually results from poor strategies that don’t focus on a specific set of business capabilities to increase revenues or reduce costs. How well does your company stack up? Learn about CRM best practices, pinpoint the best opportunities for quick wins, and build an action plan to close the gaps.

explore financial practices and processes   Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

explore financial practices and processes  Vendors Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their Read More

2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

explore financial practices and processes  Buyer''s Guide to Accounting and Financial Software 2011 Buyer''s Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today''s Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the Read More

Cloud-Based Financial Software: Contracting and Negotiating Strategies


Find out in Evaluating and Contracting for Cloud Financials.

explore financial practices and processes  Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company''s needs? Find out in Evaluating and Contracting for Cloud Financials . You''ll learn about the advantages of cloud-based solutions how the cloud delivery model works how to get a cloud-based service a Read More

Best Practices for Sales Engagement


As the landscape of modern sales evolves based on global trends, sales people are finding themselves stretched to do more, sell on the go, and make quota faster. Sales leaders need to increase productivity and reduce friction in the sales process in order to hit their quotas. This document outlines five steps necessary to improve your sales pipeline and forecast.

explore financial practices and processes  ClearSlide, selling, sales engagement, sales, sales team, sales technology, customer engagement, customer analytics Read More

Best-of-Class Financial Systems: an Alternative to ERP


In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

explore financial practices and processes  of-Class Financial Systems: an Alternative to ERP You can''t survive without a full-scale ERP system. That''s been the industry marketing hype for years, but does it apply to you? Yours may be one of many companies that can do well with a simpler, less expensive IT setup. In Best-of-class Financial Systems: An Alternative to ERP , find out how a best-in-class financial system might deliver all the functionality you really need-with all these advantages over ERP: less expensive less complex easily Read More

Best Practices: Inbound Logistics - Driving Costs Out of the Supply Chain


This paper discusses best practices observed from the most successful inbound logistics programs of manufacturing organizations in the automotive industry and among consumer packaged goods manufacturers. It also discusses the role of third-party logistics (3PL) service providers in terms of transportation and warehousing.

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Epicor ERP 10: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

explore financial practices and processes  ERP 10: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More

Financial Forecasting & Planning Summit - September 23/24, Mexico


Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

explore financial practices and processes  Forecasting & Planning Summit - September 23/24, Mexico Don''t miss out on revolutionary trends shaping your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you''ll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable Read More

Customer Process Management Drives Profitability in Financial Services


As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.

explore financial practices and processes  Process Management Drives Profitability in Financial Services As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge. Read More