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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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 professional financial services


Why Professional Services Organizations Need Improved Financial and Resource Management
Professional services organizations (PSOs) currently face a number of financial and resource management pain points. Discover the benchmarks PSOs can use to

professional financial services  Professional Services Organizations Need Improved Financial and Resource Management Professional services organizations (PSOs) currently face a number of financial and resource management pain points. Discover the benchmarks PSOs can use to improve management capabilities and how business applications can help PSOs achieve their goals, including streamlining their businesses, increasing operating margins, and meeting the internal and external challenges posed by today’s fast-paced global marketplace.

Read More


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

PPM for Professional Services Automation RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology  

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Documents related to » professional financial services

Taking Control of Your Business: Growing Profitably in the Professional Services Market


How can a professional services firm grow profitably while providing clients with the services and project pricing they demand? The firm must rely on best-practice solutions to gain control over every aspect of business—from business development to resource planning to billing. Firms that plan and staff projects by relying on combinations of spreadsheets and management instinct will fall behind.

professional financial services  SAP solutions designed for professional services, firms can perform all core activities related to human capital and financial management, analytics, administration, and operations. These solutions enable firms to effectively manage opportunities, resources, revenues, and costs ' and to deliver the high-quality, on-time results clients demand. With SAP solutions for professional services, firms have the facts, figures, and functions they need to put the right people in the right place at the right time. Read More

Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?


Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.

professional financial services  main target markets are professional services firms, architects, engineers, high-tech firms, as well as any other type of business which provides billable project-oriented services. ERP for services: These vendors are typically traditional ERP vendors, and provide a fully integrated solution with integrated back-office functionality. Since they provide their clients with complete operational and transactional functionality, their offering is broader in application. In addition to project-oriented Read More

Professional Services Automation: Affordable Hosted Solutions for the Small to Medium Business Market


Although technology is pivotal in maintaining a competitive edge, many smaller professional services organizations (PSOs) have limited time and resources to dedicate to their IT infrastructure. For this reason, the application service provider model can be a very attractive offering.

professional financial services  investment for licensing and professional services. Organizations with limited IT staff and infrastructure can easily support the PSA service. Financial risks are reduced, since it's based on a pay-as-you-go model that lets you take advantage of the solution before a significant investment is made. Where there is an urgency to implement a solution, the hosted option provides access immediately (there is minimal time devoted to implementation). For smaller PSOs, the total cost of ownership (TCO) of hosted Read More

Microsoft's Dynamic New Approach to Professional Services Automation


In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long term, its eventual absorption into the Microsoft Dynamics product line may affect Microsoft's strategy in the project portfolio management marketplace.

professional financial services  user licenses; and the professional edition designed for multisite organizations and a maximum of 2,000 employees. The main components of Microsoft Dynamics SL include the following. Financial Management and Payroll Microsoft Dynamics SL has a complete financial package providing general ledger (GL), accounts receivable (AR), accounts payable (AP), and payroll modules. The modules are designed to handle multisite organizations and multiple currencies. For service organizations that operate Read More

Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

professional financial services  Forecasting & Planning Summit - September 9/10, Boston MA Don't miss out on revolutionary trends shaping your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you'll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable Read More

Enhanced Systems & Services


Founded in 1983, Denver, Colorado (US)-based Enhanced Systems & Services, Inc. develops, markets and supports Finesse ERP software, an integrated suite of business management tools designed specifically for engineer-to-order (ETO) and project-oriented manufacturers producing capital equipment and highly engineered products. Finesse is designed for manufacturers in the aerospace and defense, factory automation, environmental, energy, and transportation-product industries, as well as engineering companies.

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IT Services E-Procurement


E-procurement is not just for goods and material. The market now offers IT services e-procurement solutions that open access to service sources and seek to optimize the service chain. What are these solutions and how do they work?

professional financial services  efforts to automate its professional services procurement process. Vivant www.vwvant.com General Provides open marketplace to help hiring companies staff projects with contractor talent by matching their needs with firms or online services that represent contractors. Chimes www.chimesnet.com General Centralized Vendor Management (CVM ) is an e-Procurement Resource Acquisition Solution that manages the supply chain and all aspects of the ongoing staffing process. CascadeWorks www.cascadeworks.com General Read More

Top Software for Financial Services Companies


For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

professional financial services  Software for Financial Services Companies Comparing software solutions for financial services companies can be difficult and time-consuming—but at TEC we make it quick and easy In just seconds, you can get free side-by-side software comparison reports. Choose from all the leading vendors—including Microsoft, SAP, Oracle, UNIT4, Sage, IBM, MicroStrategy, Infor, Epicor, META4, NuView, NOW Solutions, Cézanne Software, PRELYTIS, QlikTech International, TARGIT, Cougar Mountain Software—and many more. Read More

Sage 300 ERP 6.0 Certification Report (ERP for Services)


Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services 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.

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Financial Excellence: Setting the Foundation for Business Success


To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations.

professional financial services  Excellence: Setting the Foundation for Business Success To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations. Read More

Beacon Application Services


Beacon has provided PeopleSoft consulting services since 1992. Today we are an Oracle Platinum Partner, having earned ‘Specialized Partner’ status in PeopleSoft Enterprise Financial Management, PeopleSoft Human Capital Management and PeopleSoft PeopleTools. We have also achieved Oracle Specialization in the Financial Services Industry.

professional financial services  Application Services Beacon has provided PeopleSoft consulting services since 1992. Today we are an Oracle Platinum Partner, having earned ‘Specialized Partner’ status in PeopleSoft Enterprise Financial Management, PeopleSoft Human Capital Management and PeopleSoft PeopleTools. We have also achieved Oracle Specialization in the Financial Services Industry. Read More

IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-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.

professional financial services  IFS Applications,IFS Applications v.8.0,IFS Applications ERP software for services,ERP software for services,ERP solution for services,ERP for services (non-manufacturing) software,IFS ERP software for services,IFS ERP for services solution,IFS Read More

Payroll Services Checklist


Before you talk to a payroll services provider, you need to ask yourself several important questions about the current situation of your organization, and to consider its budget, expected growth, and more. Here’s a checklist of some of those questions so you can make the most of your consultation with potential services providers. Get organized and know your requirements before you commit to buying a payroll solution.

professional financial services  | CPP Certified Payroll Professional | CPP Payroll Checklist | CPP Get Info on Payroll Checklist | CPP Payroll Checklist Info | CPP Checklist Using Outsourced Payroll | CPP Payroll Processing Checklist | CPP Payroll Timeline | CPP Payroll Audit Checklist | CPP Free HR World Payroll Provider Checklist | CPP Check List Completed | CPP Monitoring Payroll Transactions | CPP Payroll Audit Checklist | CPP Payroll Services | CPP Compensation Checklist | CPP Free Payroll Compensation Checklist | CPP Read More