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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 optimization


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

financial process optimization  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...
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

financial process optimization  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...
“Skunkworks” for Search Engine Marketing and Optimization
Search engine marketing (SEM)? We’re talking about tactics for Web site promotion@increasing both a site’s visibility to Google (and other search engines) and

financial process optimization  happily implementing your new financial year web strategy right now. If not, are you wondering how you’re going to hit your figures in the current, complex searchscape? No matter what the company size, there’s a place for SEM skunkworks. Skunk Works is a term widely used to describe a team that have a high degree of autonomy, little bureaucracy and work on specific projects. What we’re talking about is an autonomous SEM process that is finite, specific and iterative. Rather than putting all of the 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

financial process optimization  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...
Process versus Discrete ERP Systems
Sorting out the differences between the two main types of manufacturing software can be mind-boggling for companies when searching for an ERP system. Companies

financial process optimization  software in production capabilities, financial integration, user interface, system functionality, flexibility and more. ProcessPro® Premier is available with full source code and can be customized to fit your organization''s unique business needs. For more information, visit www.ProcessProERP.com . Many accounting systems with MRP or ERP modules as options do not have the true functionality needed for process manufacturing. ProcessPro® Premier is one of the truly vertical packages available for process Read More...
ERP Discrete Vs ERP Process
To compare process ERP solutions head-to-head based on your organization''s needs and characteristics , visit TEC''s process ERP evaluation center.

financial process optimization  Discrete Vs ERP Process ERP Discrete vs. ERP Process People often ask what''s the difference between process and discrete ERP? Here''s a rough overview of the difference. A quick definition from APICS (The Association for Operations Management) describes discrete manufacturing as the production of distinct items such as automobiles, appliances, or computers, whereas process manufacturing covers production that adds value by mixing, separating, forming, and/or performing chemical reactions. It may be Read More...
Process Manufacturing Software: A Primer
This article defines process manufacturing; discusses its formulation, packaging, and pricing issues; talks about interfaces; and provides cautions and caveats.

financial process optimization  and, of course, the financial competence of the vendor to remain afloat and in business. It is unlikely that you will have no reliance on the vendor for support. Consequently, no matter how good the software performs, nothing can replace that queasy feeling generated by an unstable vendor. Check your sources thoroughly; obtain an outside, independent opinion of the vendor''s fiscal stability; and nail the vendor down on a timetable of future releases and what functionality they will provide. You will feel Read More...
The Development Process Made Easy
Life cycle development can be a complicated and intimidating process for many organizations. Are you struggling to adapt the development process successfully

financial process optimization  Development Process Made Easy The Development Process Made Easy If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader.   Integrated change management simplifies your development process . Features include: baselining, automatic history tracking, attribute history tracking and capabilities rollback to previous versions. Source : Goda Software Resources Related to Software Development : Software Development Process (Wikipedia) The Read More...
VDoc Process
VDoc Process for IBM Websphere Portal Server or Lotus Domino is a business process automation solution that allows SMBs and corporate departments to place

financial process optimization  Process VDoc Process for IBM Websphere Portal Server or Lotus Domino is a business process automation solution that allows SMBs and corporate departments to place the responsibility for developing business process-driven applications in the hands their business managers. From administration, finance, and human resources, to customer service, quality, and marketing, non-IT staff can draw and generate collaborative applications without programming or IT skills. They can also follow up and track events; 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

financial process optimization  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...
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

financial process optimization  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...
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

financial process optimization  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...
SAS Financial Intelligence
SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of

financial process optimization  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...
Keys to Operational Excellence in the Process Industries
Find out in operational excellence in the process industries.

financial process optimization  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...
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 optimization  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...

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