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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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 financial process optimization cfo

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

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » financial process optimization cfo

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.

financial process optimization cfo  Financial Processes , Speeds Financial 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 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 management (BPM) technologies lack many critical components found in customer relationship management (CRM). However, converging BPM and CRM provides the responsiveness, cost-effectiveness, and manageability to achieve optimal results. The converged approach helps align priorities enterprise-wide, reduce risks, and unblock revenue growth potential.

financial process optimization 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

The (Underappreciated) Value of B2B Pricing Software


Conventional wisdom would suggest that pricing, as a key component of a business’s financial performance, is a critically important discipline within any enterprise, touching many departments, from sales and marketing to finance. And yet, does anyone know whether their company is making the best pricing decisions? TEC Principal Analyst P.J. Jakovljevic is encouraged by the growing awareness and adoption of pricing technologies among B2B enterprises.

financial process optimization cfo  officer (CPO) or chief financial officer (CFO) Useful qualitative and quantitative pricing data Without evidence of clear business value clearly articulated by pricing software companies, some businesses may elect to improve their pricing processes through solutions obtained from their existing enterprise software providers, whose solutions are designed principally to address one or more functional areas other than pricing. These enterprise solutions may appeal to customers that wish to limit the number Read More

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 optimization 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

An Update on Zilliant (and the B2B Pricing Market, in General)


In this good, bad, and arguably recovering economy, many companies are looking to their pricing strategies and practices as a way to improve profits without necessarily repelling customers. Pricing is an important component of an enterprise’s business processes and financial performance, since companies in many industries can face a variety of pricing problems such as

financial process optimization cfo  officer [CPO] or chief financial officer [CFO]) No clear business value Lack of useful qualitative and quantitative pricing data In a nutshell, most companies in the manufacturing and distribution industries have yet to develop or systematically implement pricing technology solutions that can best meet their business goals and generate optimal prices. As in any other strategic initiative, executives are looking for rapid  return on investment (ROI)  from pricing as part of their decision-making process Read More

Cloud-Based Financial Software: Contracting and Negotiating Strategies


Find out in Evaluating and Contracting for Cloud Financials.

financial process optimization cfo  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

HireIQ Hiring Optimization Suite


HireIQ’s hiring optimization suite includes InterviewIQ, a virtual interviewing application that offers applicants an online text-response and voice-response experience for high-volume hiring environments. It also includes LanguageIQ, an online assessment solution designed to test an applicant's English-language comprehension, proficiency, fluency, and critical thinking skills.  

financial process optimization cfo   Read More

Sales Process Map


Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters.

financial process optimization cfo  Process Map Today’s new technologies and tools are changing the sales process. Sales teams that incorporate social insights into the sales process are pulling ahead, while reps who stick with traditional methods are falling behind. This step-by-step guide helps you to reach prospects, qualify leads, and close deals. Download the guide and know what you need to do to close more deals faster and collaborate instantly on what matters. Read More

Financial Packages


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

financial process optimization cfo  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More

Microsoft Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of 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, product analysis, and in-depth analyst commentary.

financial process optimization cfo  Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of 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, product analysis, and Read More

Supply Chain Optimization RFI/RFP Template


Supply Chain Network Optimization, Transportation Network Optimization, Inventory Management Optimization, Product Technology

financial process optimization cfo   Read More

Should Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process


This article explores how the proof of concept (POC) fits into the software selection process, when a POC should be undertaken, structural variables, and the advantages and disadvantages of the POC from the client and value-added reseller point of view.

financial process optimization cfo  Your Software Selection Process Have a Proof of Concept? Part One: Structures and the Selection Process Introduction There are a number of studies that point to a high rate of enterprise resource planning (ERP) and customer resource management (CRM) implementation failure. There are many reasons for these failures. The selection phase has been identified as a key area where problems arise. The proof of concept (POC) is a tool sometimes used within the selection process to overcome these issues. The Read More

SAS Financial Intelligence


SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more.

financial process optimization cfo  Financial Intelligence SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more. Read More

What Makes Process Process?


The systems dealing with manufacturing, inventory, procurement, and customer order management systems are among the systems that often prove to be the hardest to acquire due to the unique issues of the process enterprise.

financial process optimization cfo  a process business. While financial systems have few requirements not in common with all companies, operational systems often have many issues. The systems dealing with manufacturing, inventory, procurement, and customer order management systems are among the systems that often prove to be the hardest to acquire due to the unique issues of the process enterprise. Although the list of unique requirements can be defined, what are the root causes of the differences … what makes process process? These root Read More

Business Process Management (BPM) RFI/RFP Template


Process Modelling, Security Management, Process Collaboration, Form Management, Workflow Portal, Monitoring and Management, Process Analytics, and Product Technology and Support

financial process optimization cfo  Process Management (BPM) RFI/RFP Template The Business Process Management (BPM) RFI/RFP Template lists and describes 610 features and functions found in Business Process Management (BPM) software solutions. This Business Process Management (BPM) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Business Process Management (BPM) software selection projects. Features and functions included in this Business Process Management (BPM) Templ Read More