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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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Compare Software Solutions
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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 financial process automation it

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 it

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 processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the financial solutions many financial managers are implementing to automate their financial processes and financial transactions.

financial process automation it  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

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 contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

financial process automation it  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 Impact of IT Service on Business Process Management


There are potential benefits of operating business process management (BPM) side-by-side with business service management (BSM). BPM and BSM are emerging technologies: BPM is concerned with the orchestration and management of effective business processes, while BSM focuses on the operational effectiveness of the enabling IT services. These technologies are mutually beneficial to one another. This white paper is intended for managers interested in implementing robust BPM solutions in IT-dependent business scenarios or managers looking to lay down a basic foundation for effective on-demand utility computing. It addresses the partnership between Fuego and Proxima Technology, vendors in BPM and BSM solutions.

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IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry


The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.

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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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CRM: What Is It and Why Do It? Part One: Historical Background


Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that support customer-facing functions and management decision making. That may capture the essence of what CRM is, but it does not begin to capture why an end user organization should invest significant resources to pursue such an initiative.

financial process automation it  associated with the fundamental financial metrics of the organization. The key learnings from this discussion include: CRM offers effective tools that address real organizational issues. Benefits are derived by understanding the opportunities and re-designing processes to leverage improvement. Improvement is measurable and discernable. It is not hidden in vague notions and concepts. A sure recipe for disaster is to deploy CRM without a clear sense of process change and undefined expectations. This is Read More

Four Key Questions: Ensuring Continual IT Innovation at CPG Companies


For many consumer packaged goods (CPG) companies, the environment is too complex to implement a new business process without upgrading the IT systems that support that process. Taking a consumer approach to upgrading can help. You need to seek out solutions that fit your CPG environment, can keep up with continual innovation, and more. But you always need to be thinking ahead. Learn more about developing an IT roadmap.

financial process automation it  Key Questions: Ensuring Continual IT Innovation at CPG Companies For many consumer packaged goods (CPG) companies, the environment is too complex to implement a new business process without upgrading the IT systems that support that process. Taking a consumer approach to upgrading can help. You need to seek out solutions that fit your CPG environment, can keep up with continual innovation, and more. But you always need to be thinking ahead. Learn more about developing an IT roadmap. Read More

Dealership Management System: What Is It and Who Needs It?


What Is a DMS? When one talks about a DMS, people usually think about a document management system, a data management system, or even a destroyer mine sweeper. But very few people know that it’s also the acronym for “dealership management system,” which is a product or package of several products which is created specifically for the automotive industry. The core of any DMS is a

financial process automation it   Read More

What's Wrong With Application Software? - A Possible Solution? What Is It, Why And How Does It Fit Into Your Future


The series, 'What's Wrong With Application Software' explored key challenges found in enterprise applications and also discussed the characteristics of next generation architectures that would provide better support for applications. Once such solution, model based architectures, deserves to be on an enterprise's 'technologies to watch' list.

financial process automation it  s Wrong With Application Software? - A Possible Solution? What Is It, Why And How Does It Fit Into Your Future Introduction In the series, What''s Wrong With Application Software we explored key challenges found in enterprise applications. We also discussed the characteristics of next generation architectures that would provide better support for applications. While the series ran, we received a lot of feedback. The messages we received both validating the problems and pointing to some potential Read More

Cloud-Based Financial Software: Contracting and Negotiating Strategies


Find out in Evaluating and Contracting for Cloud Financials.

financial process automation it  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 Read More

Ramco Enterprise Process Manufacturing for ERP for Process Manufacturing Certification Report


Ramco Enterprise Process Manufacturing is TEC Certified for online evaluation enterprise resource planning (ERP) for process manufacturing solutions in the ERP 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, and in-depth analyst commentary.

financial process automation it  Enterprise Process Manufacturing for ERP for Process Manufacturing Certification Report Ramco Enterprise Process Manufacturing is TEC Certified for online evaluation enterprise resource planning (ERP) for process manufacturing solutions in the ERP 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, and Read More

ProcessPro Premier for Process Manufacturing ERP Certification Report


ProcessPro Premier, v. 10.2, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for process manufacturing in the ERP 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.

financial process automation it  Premier for Process Manufacturing ERP Certification Report ProcessPro Premier, v. 10.2, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for process manufacturing in the ERP 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 Read More

Aplicor


The Aplicor software solution is an integrated, wireless, and web-based CRM suite that includes sales force automation (SFA), marketing automation, project office, customer support, and an enterprise portal.  

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TEC 2012 Financial Software Packages for Medium and Large Enterprises Buyer's Guide


Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought leadership from industry experts, and real-world case studies.

financial process automation it  2012 Financial Software Packages for Medium and Large Enterprises Buyer''s Guide Accounting and financial management is one of the most mature enterprise software markets, but that doesn’t mean it’s stopped evolving. TEC analyst Aleksey Osintsev walks you through the latest developments in financials and accounting solutions and looks at how trends like cloud computing, mobility, and social media are reshaping the industry. The guide also includes feature lists, vendor comparison charts, thought Read More

Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) 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.

financial process automation it  JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (ERP) 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, Read More