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Software Functionality Revealed in Detail
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 fund management

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.

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Documents related to » fund management

GMS Accounting Management Software


GMS has been generating accounting software specific to not-for-profits since 1980. The GMS Accounting and Financial Management System is not a traditional commercial accounting or government fund package adapted for not-for-profit use. It is a grant and contract accounting system. In later years, GMS created the GMS Revolving Loan Servicing System for use in clients' offices that administrated revolving loan and other lending programs. GMS is a privately held company and is an employee stock ownership plan (ESOP). Our headquarters is located in Kensington, Maryland (USA), with six employees working at that location. The rest of staff is located throughout the USA in different states.

fund management  commercial accounting or government fund package adapted for not-for-profit use. It is a grant and contract accounting system. In later years, GMS created the GMS Revolving Loan Servicing System for use in clients'' offices that administrated revolving loan and other lending programs. GMS is a privately held company and is an employee stock ownership plan (ESOP). Our headquarters is located in Kensington, Maryland (USA), with six employees working at that location. The rest of staff is located throughout Read More

6 Ways You Can Benefit from Telecom Expense Management


A national health insurance company’s spreadsheet-based telecom management process was leading to time and money wasted as staff tried to make up for lack of spend visibility. Further pressure to prepare the telecom function for upcoming merger activity pushed the company to find a technology that would effect immediate cost savings and long-term telecom expense management. Read more about the solution the company chose.

fund management  occurs, were used to self-fund the overall TEM solution purchase and implementation. The efforts of both teams were later combined into a single, concise deliverable that calculated both financial and non-financial savings. AnchorPoint was able to project the client''s savings using data from our large customer base, external data sources including studies from Gartner and Aberdeen, and specific information gathered during the client''s initial discovery. These projected savings represented ongoing savings Read More

Workday Becoming a Global Financial Management Software Provider


In a slew of announcements at the recently held Workday Rising 2012 user conference, one major theme has been that Workday, the cloud software company that initially started with providing human resource management system (HRMS) and which later added payroll software, now has 40 financial management customers as well (10 percent of its customer base). Most recently, the roster of Workday Financial

fund management  including grants management and fund accounting—driving reporting and compliance. Grants Management and fund accounting for education and government organizations deliver visibility into grant activity, improved compliance with grantor reporting requirements, and enable the monitoring of the use of funds to help ensure they are segregated appropriately. Other relevant features are commitment accounting, budgetary control, effort certification, multi-dimensional budget structures, and new Worktags Read More

Enterprise Performance Management: Cycle II


In February 2009, Quocirca interviewed 800 individuals across eight geographies about their views on, and usage of, enterprise performance management (EPM) tools and processes. The research was repeated in December 2009 and there was a clear improvement in understanding of EPM basics. However, much remains to be done. The overall increase in the EPM sub-indices does not mean there is room for complacency. Find out why.

fund management  spread bets and hedge fund instruments, few people can see where any of the financial institution''s real assets and financial flows actually start and end. As predicted in cycle I, the very fact that the financial sector has been heavily regulated for so long, and that it has continually found ways to work around the regulatory constraints, means that it has not been well positioned to deal with the need for massive changes at a high level. Indeed, it would not be surprising for these problems to deepen Read More

GMS Accounting and Financial Management System


The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user version, a 3–4 user version, and a 5-or-more user version, either in Access or SQL Server applications. GMS has add-on software that can be purchased in addition to the basic package, including accounts receivable (AR), purchase orders (POs), direct deposit, fixed assets, and report writer. GMS also has a myriad of additional supplements to enhance your reporting features and that fit specific applications within your agency. GMS is designed to handle activity accounting. It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common costs, general and administrative costs, indirect costs, fringe benefits, leave costs, and various specialized cost pools; and a variety of ways to comply with all major Office of Management and Budget (OMB) Circulars. Our clients are exclusively not-for-profit and public organizations. They range in size from two to more than 1,000 employees.      

fund management  It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common Read More

K2 and Box Integrate Cloud Content Management and Workflow for Efficient Business Process Management


To provide a bridge between cloud content management software and the business process workflow, K2 partnered up with Box, a cloud content management service. TEC principal analyst P.J. Jakovljevic talks to K2 CEO and founder Adriaan van Wyk, and looks at what this collaboration could mean for your enterprise.

fund management  and Box Integrate Cloud Content Management and Workflow for Efficient Business Process Management Business Process Management Software and the Convenience of the Cloud   Following crucial business process workflow steps and using business process management (BPM) software often requires handling and tracking related documents and content. To bridge this potential content management gap, K2, a Seattle-based business application platforms and solutions provider, recently announced a partnership with Box, Read More

Capitalizing on Advanced Inventory Management


Today’s distributors have an opportunity to drive performance to new levels by investing in advanced inventory management. These companies can expect to increase inventory visibility while driving down inventory costs. Learn how these kinds of inventory management initiatives can help your company strengthen customer relationships, bargain for better terms with suppliers, and generate more profitable growth.

fund management  on Advanced Inventory Management In today''s fast moving global marketplace, innovative companies are using their inventory to gain the competitive edge. Rather than manage inventory at the facility or company level, enterprising companies are using network-based inventory management software, which allows them to position their inventory where it is most needed and can provide the most profitability. By distributing inventory in its most advantageous positions, companies are able to achieve a Read More

SimplyDigi LMS for Learning Management Systems Product Certification Report


SimplyDigi LMS is now TEC Certified for online evaluation of learning management systems solutions in the Human Capital Management (HCM) 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.

fund management  LMS for Learning Management Systems Product Certification Report SimplyDigi LMS is now TEC Certified for online evaluation of learning management systems solutions in the Human Capital Management (HCM) 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

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

fund management  opportunity tax credit (WOTC) refund from federal, state, and local governments; the product’s support for equal employment opportunity (EEO) compliance also plays a role.  Starbucks first used Kronos’ hiring solution and then Kronos’ flagship solution for workforce scheduling (currently at only 40 stores). Starbucks’ practice of seemingly having stores at each corner has helped the company with relatively easily reassigning employees from one store to a nearby one, as required. The closing of Read More

OutStart TrainingEdge.com Learning Management System Certification Report


The OutStart product TrainingEdge.com is now TEC Certified for online evaluation of learning management systems in the Human Capital Management (HCM) 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.

fund management  TrainingEdge.com Learning Management System Certification Report The OutStart product TrainingEdge.com is now TEC Certified for online evaluation of learning management systems in the Human Capital Management (HCM) 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

Case Study: SAP and Marketing Management


By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue.

fund management  Study: SAP and Marketing Management By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue. Read More

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

fund management  placements and for borrowing funds. Unlike in other countries, in the United States, a bank account that is credited with deposits does not begin to earn deposit interest until three business days have passed. Furthermore, an American business account specifically may not be overdrawn, which necessitates cash management to be the most important activity of a business''s financial management. For all companies—and in particular, public traded companies—major financial statements include the income Read More

Blackboard Learn 9.1 for Learning Management Certification Report


Blackboard Learn 9.1 is now TEC Certified for online evaluation of learning management systems in the Human Capital 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. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

fund management  Learn 9.1 for Learning Management Certification Report Blackboard Learn 9.1 is now TEC Certified for online evaluation of learning management systems in the Human Capital 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. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

New Realities of Retail Workforce Management: Myths versus Facts


With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage.

fund management  Realities of Retail Workforce Management: Myths versus Facts With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage. Read More

Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

fund management  Data Management: Big Data Proves Catalyst to Updating Data Management Strategies Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain. BE Read More