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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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 financial process automation grc

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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » financial process automation grc

The Financial Close: Optimizing Performance and Driving Financial Excellence


“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting—and is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls.

financial process automation grc  to achieve a right-first-time financial close process is a critical hindrance to faster reporting cycles. It''s linked to manual data entry, late delivery from reporting units, a lack of validation and controls, poor integration with source systems, and a lack of integration across multiple close processes. Data needs to be collected from different charts of accounts and multiple sources, including ledger systems, HR systems, and spreadsheets, and once collected, normalized into a common chart of Read More

Governance, Risk, and Compliance Management


Governance, risk, and compliance (GRC) issues are hot topics today, thanks to high-profile stories about companies that failed to meet regulatory requirements. In each case, executives were held accountable, stock prices dropped, and brand image suffered. Find out about cross-enterprise GRC solutions that can make it easier to monitor compliance and risk effectively, and adjust to changing regulatory mandates.

financial process automation grc  multiple payment terms. Clearly, financial professionals need to implement automated process controls to identify revenue leakage, improper shipping cutoffs, and potentially fraudulent activities. A true cross-enterprise GRC solution addresses these challenges by providing best-practice controls that safeguard the order-tocash processes. Hire to Retire Ensuring employee information security '' while maintaining adequate information transparency for key stakeholders of an organization '' requires a robust Read More

Agresso Bucks the Slump (and Fights the “ERP Madness”) - Part 1


Sadly, it is not difficult for so many of us to concede that, except for maybe the historic elections in the US and the successful Olympic Games in Beijing, 2008 was a terrible and somber year. It felt long-drawn-out, and many of us will have trouble sinking it easily into oblivion. Without even talking about our retirement funds and investments being slashed by about 40 percent (as part of a

financial process automation grc  the following functional capabilities: Financial Management; Procurement Management; Human Resources (HR) & Payroll ; Business Process Automation (BPA); Reporting & Analytics; and Project Costing & Billing. More recently, Field Service Management was added as an in-house developed product. Moreover, via selected acquisitions Agresso has lately added the modules for customer relationship management (CRM ), human capital management (HCM ), and governance, risk management & compliance (GRC) . These 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.

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Process-based Governance, Risk Management, and Compliance


The right balance of automated processes with paper records and manual, human interaction is necessary to keep costs under control with a flexible yet controlled set of procedures. The strategic software category, governance, risk management, and compliance, is poised to help.

financial process automation grc  activities as quantifying the financial exposure from control exceptions to properly prioritize necessary resource deployment; implementing controls for key risks with a combination of automated control monitoring, manual controls testing, and self-assessments; monitoring critical procure-to-pay, order-to-cash, or reconcile-to-report process configurations and transactions, ideally with pre-delivered, automated control tests; ensuring compliance with Section 404 of the US Sarbanes-Oxley Act (SOX); Read More

CPR on BPR: Long Live Business Process Reengineering Part 1: A Primer


Without sound business process analysis, design, and possible re-design or full-blown reengineering in place before you bring in technology, your CRM (or any IT) efforts are doomed to fail.

financial process automation grc  of the customer and financial success of the business Don''t Pave Cow Paths : Linking BPR to CRM Don''t Pave Cow Paths; If you always do what you''ve always done (but a little bit faster), you''ll always get what you''ve always gotten (but a little faster); Automating broken processes with technology means that you''ll do the bad things faster. The phrases all mean the same thing: Don''t lead with technology when you believe that your company''s workflows are broken. I have had first-hand experience one Read More

Business Process Management and Optimization


Business processes are strategic assets. They not only generate revenue, but also represent a significant proportion of operational costs. Managing them properly is key to your organization’s success. Find out how business process management and optimization (BPMaO) can help you understand, manage, and improve your business processes in order to deliver value-added products and services to your clients.

financial process automation grc  Process Management and Optimization Business processes are strategic assets. They not only generate revenue, but also represent a significant proportion of operational costs. Managing them properly is key to your organization’s success. Find out how business process management and optimization (BPMaO) can help you understand, manage, and improve your business processes in order to deliver value-added products and services to your clients. 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...

financial process automation grc  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

Product Life Cycle Management (PLM) in Process Part 1 Proven in Discrete, Ready to Blossom in Process


Process industry companies could benefit from many of the PLM concepts that have accrued to discrete industries. But PLM has had minimum penetration into the process industries. Why?

financial process automation grc  Life Cycle Management (PLM) in Process Part 1 Proven in Discrete, Ready to Blossom in Process Introduction Product Life Cycle Management is a series of business processes, enabled by application software, which has proven to generate business valuein a variety of industries. Discussion with end-user companies reveals a consistent list of benefits including reduced time to market, gains in engineering productivity, increased revenue, increased reuse, reduction of redesign activity and more. A review Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

financial process automation grc  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

AuraPortal BPMS Version 4.3 for Business Process Management Certification Report


AuraPortal BPMS Version 4.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Business Intelligence and Data Management 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.

financial process automation grc  BPMS Version 4.3 for Business Process Management Certification Report AuraPortal BPMS Version 4.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Business Intelligence and Data Management 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. Read More

The Business Case for Marketing Automation


With capabilities that span inbound and outbound marketing, customer relationship management (CRM) integration, and robust measurement, marketing automation offers tremendous value to businesses, including improved operational efficiencies, reduced costs, marketing and sales alignment, more and more-qualified) leads, and increased revenues. This eBook will help you create a compelling case for adopting automation technology.

financial process automation grc  marketing automation, e-mail campaigns, marketing automation platform, marketing campaign management, lead-to-revenue management Read More

Got CRM? Why You Need Marketing Automation, Too


When you create a campaign in your marketing automation system, it should map back to your customer relationship management (CRM) so that you can tie closed deals back to the campaigns that created them. This closed-loop reporting capability allows you to measure your ROI and make data-driven marketing decisions. Learn how the systems complement each other, and why you need both.

financial process automation grc  marketing automation, marketing automation platform, marketing campaign management CRM sales system, customer relationship management Read More

Financial Executives Research Foundation


Financial Executives Research Foundation (FERF) is the non-profit research affiliate of Financial Executives International (FEI). FERF conducts research projects and professional education programs.

financial process automation grc  Executives Research Foundation Financial Executives Research Foundation (FERF) is the non-profit research affiliate of Financial Executives International (FEI). FERF conducts research projects and professional education programs. Read More