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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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 visual resource planning crm

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

Discrete Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today’s leading ERP systems group all traditional company management functions (finance, sales, manufacturing, and human resources). Many systems include, with varying degrees of acceptance and skill, solutions that were formerly considered peripheral such as product data management (PDM), warehouse management, manufacturing execution system (MES), and reporting. During the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The foundation of any ERP implementation must be a proper exercise of aligning customers'' IT technology with their business strategies, and subsequent software selection. 

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Documents related to » visual resource planning crm

A Dynamic Answer to Enterprise Resource Planning for Services


Enterprise resource planning (ERP) vendors do battle to win business and Epicor is leveraging Microsoft's technology to deliver a mid-market solution to services industries. Despite Microsoft's competing ERP offering, Epicor continues to build a Microsoft-centric solution with its partners' support.

visual resource planning crm  platform. Epicor''s use of Visual Studio leverages Microsoft technology to assist organizations in their SOA strategies in the customization, reuse, and integration of the Epicor system within their existing infrastructures. Additionally, Epicor''s tight integration with Microsoft Office (through its IW module) and Microsoft Project provides above average collaboration and project management integration for project-oriented organizations in the services sector. Consequently, services organizations with Read More

Recommendations for Users of Acquired Enterprise Resource Planning Systems


The added value of both SSA Global and Infor is that existing users of relatively small and dubious ERP products should now gain the benefits of synergistic software developments from other ERP siblings.

visual resource planning crm  .NET Ante ), the VISUAL Quality Management module will be ported onto the platform, and then made generally available where required. Similarly, the SupplyWeb supply chain visibility and supplier relationship management (SRM) system will run with all ERP systems, whereas the Java-based Infor Varial financials solution will also become the financial management system (FMS) component for all products over a three- to four-year time frame. SSA Global Added Value Coming back to similarities between Infor and Read More

Extended Enterprise Resource Planning Vendor Shows Its Lean Side


About two-thirds of SoftBrands' revenue comes from its manufacturing division, which includes evolution, a platform neutral, extended enterprise resource planning product, and DemandStream for lean automation.

visual resource planning crm  business processes, using a visual process modeling (flow chart) tool to document the flow of information, human activities, and system activities (often as a result of process improvement actions). The tool will define rules, roles, relationships, alerts, notifications, and application integration, so as to identify process cost, documentation, and ownership. Thus, the resulting process map is actually the running business process, and when the map is changed, the process is changed too. BPM can bridge Read More

Case Study: A New Standard for Resource Planning in the Railway Business


Railion Nederland N.V. is an independent operating company of Railion Deutschland, the largest rail cargo transporting company in western Europe. The company transports almost 25 million tons, more than 70 percent of which is of an international nature. Railion needed a planning solution to overcome the drawbacks of its old system, which had been designed for passenger transport. Find out which system it chose, and why.

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Infor Visual


With its graphical nature, the Infor ERP Visual suite of products helps companies capture real-time data about their business processes using enterprise resource planning (ERP), advanced planning and scheduling (APS), manufacturing execution system (MES), quality management, customer relationship management (CRM), e-business relationship management (ERM), warehouse management system (WMS), and transportation management system (TMS) capabilities. Most Infor VISUAL Enterprise applications run on a broad set of common platforms and databases, and are certified for both iSeries and Netfinity servers.

visual resource planning crm  nature, the Infor ERP Visual suite of products helps companies capture real-time data about their business processes using enterprise resource planning (ERP), advanced planning and scheduling (APS), manufacturing execution system (MES), quality management, customer relationship management (CRM), e-business relationship management (ERM), warehouse management system (WMS), and transportation management system (TMS) capabilities. Most Infor VISUAL Enterprise applications run on a broad set of common Read More

Getting Strategic Planning and Financial Planning in the Same Bailiwick


To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan

visual resource planning crm  Strategic Planning and Financial Planning in the Same Bailiwick By partnering with operations on balanced scorecard initiatives, financial managers are helping their companies focus on critical business processes and gain consensus on the critical set of measures to help drive desired business results. In addition, with the explosion of Enterprise Resource Planning (ERP) and e-Commerce systems, financial executives are leading the charge in going from theory to practice by developing a cascading Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

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Planning and Forecasting: Use Continuous Planning and Rolling Forecasts to Support Adaptive Management


Change may be the only constant in business. But why do so many companies lock themselves into a rigid system of annual plans, budgets, and targets that make rapid response to changing markets—and increasing competition—difficult, if not impossible? Discover how you can replace tedious annual planning cycles with regular business performance reviews and rolling forecasts, for more informed and accurate decision making.

visual resource planning crm  planning forecasting,forecast pro software,business forecasting demand,demand forecasting,planning and forecasting fundamentals,optimization inventory planning,demand forecasting inventory,forecasting benchmarking Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

visual resource planning crm  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

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Saleslogix CRM Best Practices Guide


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4 Steps to Successful Succession Development Planning


So you’ve determined that you need to develop a succession planning strategy in anticipation of the retirement of key personnel. Now what? How do you identify and select the employees for development and who do you need to involve in the process? In her latest article, TEC human capital management (HCM) analyst Sherry Fox outlines key considerations and four essential steps to a successful succession planning initiative.

visual resource planning crm  Steps to Successful Succession Development Planning To effectively undertake a succession planning initiative at your organization, you must first identify your company’s long-term goals. Often companies know what they would “like” to see happen over the next three to five years, but don’t necessarily know how to put their ideas into practice. As a company grows and its business strategy evolves, its leadership needs can change significantly. To meet these needs, companies must adjust their Read More

Integrated Business Planning: Taking Strategic Planning to the Competitive Edge


Some managers have concluded that strategic planning is nothing more than an exercise in futility, to be taken out and dusted off at annual meetings. However, strategic planning can still help direct your company and improve earnings. The trick is strategizing well—which means having all the information you need, when you need it. Find out how to hone your competitive edge with integrated business planning capabilities.

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