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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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 review automation fundamentals

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

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » review automation fundamentals

Evolution to Revolution: The Test Automation Maturity Curve


The evolution of test automation towards data-driven and key/action word frameworks reflects the realization that the process becomes more efficient if there is less code to develop and maintain. Instead of taking twenty years to evolve towards efficiency, you can take a revolutionary leap with a code-free approach that makes it easier to implement, manage, and maintain automated tests.

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Engineering Change Management 2.0: Better Business Decisions from Intelligent Change Management


Traditionally, change management in product development and engineering has been viewed as a way to control cost and improve efficiencies. But companies are becoming aware that better change can drive top-line benefits—and are developing processes with an eye towards improving speed-to-market. Find out why good change management is becoming more important—and how you can use it as a tool to increase product profitability.

review automation fundamentals  separating the functions for review and approval versus the implementation of change, ensuring adequate focus is placed on the execution plan in addition to deciding if the change is appropriate in the first place. Average companies should also focus on better decision making and subsequent execution utilizing Manufacturing Execution Systems (MES) .   Best-in-Class Steps to Success   Step 1: Extend the Lead with Technology Best-in-Class companies hold a significant edge over their competition in making Read More

Front-to-back-office Integration: Improving Your Customer Life Cycle Management


Research shows that back-office connectivity is not addressed by many customer relationship management (CRM) solutions—meaning, customer data cannot be shared effectively and companies are prone to errors, delays, and needless paperwork. In the long run, this negatively impacts overall customer satisfaction in small to medium businesses (SMBS). Learn how front-to-back-office integration can help you address these issues.

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Addressing Channels and the Low-End Market


Microsoft announced plans to increase resources and provide new tools and offerings for MBS independent software vendors (ISV) and value-added resellers (VAR). These efforts are designed to accelerate the MBS Group's partner-driven vertical strategy, providing stronger opportunities for partners to align their services and solutions with their customers' specific needs. Microsoft has to be in the small business market, which is a springboard or a feeding ground for more scalable products as these businesses grow over time.

review automation fundamentals  developing, testing, and technical review of their vertical-specific applications. The industry-specific application code will be owned by the ISVs. Early participants in the Industry Builder initiative are Fullscope Inc. (for the process manufacturing segment), foliodev LLC (for professional services), and Manhattan Associates Inc. (in the supply chain execution [SCE] realm). ISVs may develop applications not only in X++ , the Microsoft Axapta native development language, but in any other programming Read More

Running and Optimizing IT: A Best-practice Approach


IT has long been one of the best ways to address business challenges. Yet significant obstacles at the level of IT infrastructure stand in the way. Siloed IT operations and rigid IT management processes can impede business agility. When IT partners with the business to act less as a technology provider and more as a service provider, business objectives can be achieved more efficiently and cost-effectively. Find out how.

review automation fundamentals  schedules, creating milestones, establishing review and quality gates, defining budgets, and assigning resources. All of these steps need to be understood in the context of the overall portfolio of existing and planned projects so that upper-level managers can continue to make informed strategic-level decisions throughout the course of the project. Coordinating between project portfolio management and application life cycle management tools (such as requirements, change management, quality) can Read More

Is Cron Limiting Your Automation Strategy?


If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler.

review automation fundamentals  Cron Limiting Your Automation Strategy? If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler. Read More

Leveraging 3-D for Sales Automation


It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes to respond, a competitor with stronger product knowledge, customized proposals, or better pricing will win your business. Find out how to provide your salespeople with the ability to explain complex manufacturing processes and other key factors—before you lose your sales to your competitors.

review automation fundamentals  3-D for Sales Automation TEC''s method of software evaluation enables decision makers to mitigate the risks associated with enterprise software selection, and to calculate the suitability of products in keeping with user requirements and priorities. TEC''s analysts write IT white papers about sales automation, CRM, ERP, etc. Source: Technology Evaluation Centers Resources Related to Leveraging 3-D for Sales Automation : Automation (Wikipedia) Leveraging 3-D for Sales Automation Sales Reps is Read More

B2B Reality Check: Overcoming Challenges in B2B Transaction Automation


There is a common perception that supply chain automation has created an environment in which transactions move quickly and efficiently in industries such as the retail supply chain and high-tech manufacturing. However, this perception is challenged by a recent research study, based on interviews with 400 management representatives of medium to large organizations in the USA, UK, Germany, and France.

review automation fundamentals  Reality Check: Overcoming Challenges in B2B Transaction Automation There is a common perception that supply chain automation has created an environment in which transactions move quickly and efficiently in industries such as the retail supply chain and high-tech manufacturing. However, this perception is challenged by a recent research study, based on interviews with 400 management representatives of medium to large organizations in the USA, UK, Germany, and France. Read More

Success Keys for Proposal Automation


Proposal writing has become a common requirement throughout the entire business world. And for many sales people, they are a necessary evil. If you're thinking about automating your proposal process, there are ten critical success keys to a successful implementation.

review automation fundamentals  the decision team can review it. And let''s face it, sometimes they just want to slow down the sales process and they figure that asking for a proposal will keep the sales rep busy for a few weeks. Whatever the customer''s motivation, the fact is that proposal writing has become a common requirement for closing business throughout the entire business world. Today, people who sell everything from waste collection services to complex information technology have to create client-centered, persuasive Read More

Maintenance Tips For Improved Profits: Creating the Business Case to Invest in Automation


Does it really make sense to spend money to save money? The answer may surprise you when it comes to maintenance of large capital assets including Facilities, Fleet, Plant Equipment and yes, even computers. It makes even more sense when you consider that today more and more companies are adding a new line item in their financial statements called "Deferred Maintenance Revenue Write Down". A lack of preventive maintenance affects the shareholders of all companies due to aging assets and reactive maintenance practices. A complete preventive maintenance program consisting of better business practices and a simple tool such as a Computerized Maintenance Management Software (CMMS) or Enterprise Asset Management (EAM) package can streamline the process and result in immediate savings in both time and money. So how do you justify the initial investment and where can the cost savings be seen across the enterprise?

review automation fundamentals  Case , Business Case Review , Business Case Guide , Classic Business Case , Business Case Usability , Business Case Return Investment , Successful Business Case . Does it really make sense to spend money to save money? The answer may surprise you when it comes to maintenance of large capital assets including Facilities, Fleet, Plant Equipment and yes, even computers. It makes even more sense when you consider that today more and more companies are adding a new line item in their financial statements Read More

Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

review automation fundamentals  A Company''s Best Ally Against Sales Tax Audits Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors Read More

How Can You Top 95 Percent Automation Levels in Processing Loan Applications?


At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of automation—including some processing functions that are not automated at all. Using people to process loan applications decreases profitability of a company in several ways, but by automating more processes, profitability can be improved—and the hidden costs eliminated.

review automation fundamentals  Can You Top 95 Percent Automation Levels in Processing Loan Applications? At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of automation—including some processing functions that are not automated at all. Using people to process loan applications decreases profitability of a company in several ways, but by automating more processes, profitability can be improved—and the hidden costs eliminated. Read More

Epicor for Service Enterprises: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

review automation fundamentals  for Service Enterprises: PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the Read More

Creating the Business Case to Invest in Automation


Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or enterprise asset management (EAM), can help companies realize immediate savings and boost profits.

review automation fundamentals  the Business Case to Invest in Automation Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or Read More