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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 » financial process automation cfo


Not Small Change: World-class Financial Automation Delivers Dramatic Benefits
Automating finance processes@such as closing the books, reporting, and other labor-intensive processes@reduces finance costs. By streamlining financial

financial process automation cfo  FVC applications will reduce financial management process costs by at least 10 percent. Utilizing standards such as the Society for Worldwide Interbank Financial Telecommunication (SWIFT) for secure and reliable connectivity with over 7,000 banks worldwide, companies can gain greater efficiencies in managing their multiple bank relationships. In addition to real-time visibility into bank balances and more effective cash management, companies utilizing the SWIFT network can process payments quicker and Read More...
Customer Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM
Customer-facing processes are challenging to manage because they are always changing. Conventional workflow automation and stand-alone business process

financial process automation cfo  Case study A chief financial officer (CFO) needed to make sure her company could demonstrate that adequate controls exist to enforce the approval process for contracts offering special terms. Such internal controls are required for compliance with Section 404 of the Sarbanes-Oxley Act. Among other rules, Section 404 requires a public company''s auditors to report on aspects of the company''s internal controls and procedures. The company had been using Onyx for years and the CFO felt it was most logical to Read More...
Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

financial process automation cfo  from the CFO and financial side of the business; if you''re in a small or medium-sized organization, an ROI case can help ensure that you have made and continued to make the right investments, especially if you have selected an on-demand solution and want to make sure it''s the correct one. There are sales-related metrics that can provide a more realistic insight into how well an SFA solution is performing than the broad, organization-wide criteria often employed. If you''re a larger organization, make sure Read More...
The Strategic CFO
Financial pressures can strain even the most efficient and lean company. So forward-thinking companies should now turn to the chief financial officer (CFO

financial process automation cfo  as well as other financial areas like tax compliance and process automation. Stage3: Increased information gathering solutions to support analysis and Business Performance Management, budgeting and planning, and financial and operational risk management, as well as tax strategies and cash and treasury management strategies. Stage 4: Highest level of strategic processes to address M &A activity, strategic and geopolitical risk factors, high-level data analysis, corporate financing/fundraising activities, 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

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Sales Force Automation (SFA) Buyer''s Guide
The sales force automation buyer''s guide will help you find the ideal sfa system for your company.

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Business Automation Solutions
Business Automation Solutions, Inc., (BAS) is a premier GoldMine CRM consultant and trainer. Since 1995, we’ve operated as a SMART (Sales, Marketing and

financial process automation cfo  software, equipment sales, engineering, financial services, business services, health care, logistics, material handling, leasing and manufacturing. BAS is a software integrator and developer of CRM integrated email marketing and website navigation tracking add-on solutions including IntelliClick® and IntelliSend®. We unite your sales, marketing and customer service departments using GoldMine CRM technologies to collectively turn prospects into customers. Read More...
Five Inventory Areas that Every Process Manufacturer Must Master
While many ERP systems claim to cater to the process manufacturing industry, a closer look reveals that in reality, little distinction is made within ERP

financial process automation cfo  Inventory Areas that Every Process Manufacturer Must Master While many ERP systems claim to cater to the process manufacturing industry, a closer look reveals that in reality, little distinction is made within ERP applications to readily address the fundamental needs of a process versus a discrete manufacturer. This paper elaborates on one of the most fundamental requirements of process manufacturers—multidimensional inventory—which is noticeably absent from most ERP applications. Read More...
Acumatica Financial Management Suite
The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts

financial process automation cfo  Financial Management Suite The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites. Read More...
Oracle JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report
Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages Evaluation Center. The

financial process automation cfo  Edwards EnterpriseOne 9.0 for Financial Packages Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More...
IBM Cognos Financial Analytics
IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also

financial process automation cfo  Cognos Financial Analytics IBM Cognos financial analytics solutions provide the tools you need to measure, understand, influence and optimize profitability. These solutions also provide a rich, enterprise-wide environment that can help your finance organization impact all lines of business—from sales and marketing to operations and customer service. Read More...
Living Systems Process Suite
The Living Systems Process Suite is a business process management (BPM) system for the modeling, execution, monitoring, and optimization of structured and

financial process automation cfo  Systems Process Suite The Living Systems Process Suite is a business process management (BPM) system for the modeling, execution, monitoring, and optimization of structured and unstructured processes. It provides business and IT professionals with tools to collaboratively design and improve goal-oriented processes. The software directly executes process models without requiring any coding. It automatically adapts the process path to changing business conditions and can help optimize process Read More...
Keys to Operational Excellence in the Process Industries
Find out in operational excellence in the process industries.

financial process automation cfo  to Operational Excellence in the Process Industries For years, process manufacturers lived by the credo: if you produce it, they will buy it. No longer. The economic crisis has brought back uncertainty in demand, along with downward pressure on prices. Best-in-class companies are responding by reducing operating costs and developing processes to deal with demand variability. But what strategies, best practices, and technologies are they employing to achieve their goals? Find out in Operational Read More...

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