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Documents related to » wealth management industry


Mistakes in Performance Management
Mistakes in Performance Management. Get IT Information and Other Solutions Associated with Mistakes in Performance Management. Performance reviews are typically based on the definition of what an employee was originally hired to do. However, appraisal systems fail to address the fact that jobs change as the business environment evolves. Performance management systems should thus deal with critical focus areas rather than basic functions. Appraisal without these objectives in mind risks being a total waste of time.

WEALTH MANAGEMENT INDUSTRY: Mistakes in Performance Management Mistakes in Performance Management Source: PeopleStreme Document Type: White Paper Description: Performance reviews are typically based on the definition of what an employee was originally hired to do. However, appraisal systems fail to address the fact that jobs change as the business environment evolves. Performance management systems should thus deal with critical focus areas rather than basic functions. Appraisal without these objectives in mind risks being a total
12/13/2006 9:20:00 AM

Keys to Implementing Project Portfolio Management
Seven Keys to Implementing Project Portfolio Management. Get Free Data Related to Project Portfolio Management. Project portfolio management (PPM) is a tool-supported process for optimally managing an organization’s “portfolio” of projects. And although PPM can provide real value, many organizations are finding PPM implementations difficult. However, there are key approaches that can increase your likelihood of success, as well as an effective step-by-step process for implementing PPM within your organization.

WEALTH MANAGEMENT INDUSTRY: Keys to Implementing Project Portfolio Management Keys to Implementing Project Portfolio Management Source: Lee Merkhofer Consulting Document Type: White Paper Description: Project portfolio management (PPM) is a tool-supported process for optimally managing an organization’s “portfolio” of projects. And although PPM can provide real value, many organizations are finding PPM implementations difficult. However, there are key approaches that can increase your likelihood of success, as well as an
3/28/2007 10:26:00 PM

10 Ways to Sell Upper Management on a Network Upgrade
10 Ways to Sell Upper Management on a Network Upgrade. Find Free IT Guides, Case Studies, and Other Resources Linked to the Upper Management on a Network Upgrade There are many legitimate reasons for upgrading your company’s enterprise network. The trick is selling those reasons to the executives holding your company’s purse strings. When you know it’s time for a network upgrade, you need more than just the technical facts—you have to arm yourself with a solid business case. Start with 10 tips that can help you sell the members of your upper management team on a network upgrade.

WEALTH MANAGEMENT INDUSTRY: 10 Ways to Sell Upper Management on a Network Upgrade 10 Ways to Sell Upper Management on a Network Upgrade Source: ITManagement Document Type: Checklist/Guide Description: There are many legitimate reasons for upgrading your company’s enterprise network. The trick is selling those reasons to the executives holding your company’s purse strings. When you know it’s time for a network upgrade, you need more than just the technical facts—you have to arm yourself with a solid business case. Start with
9/3/2008 4:32:00 PM

Master Data Management
It’s common to hear that master data management (MDM) projects are difficult to initiate. But pairing up an MDM project with another initiative already on your organization’s priority list might be easier than you think. Find out some of the basics surrounding MDM itself, including what MDM can refer to, as well as how to couple it with other projects that may already have momentum in your organization.

WEALTH MANAGEMENT INDUSTRY: Master Data Management Master Data Management Source: Skura Corp Document Type: White Paper Description: It’s common to hear that master data management (MDM) projects are difficult to initiate. But pairing up an MDM project with another initiative already on your organization’s priority list might be easier than you think. Find out some of the basics surrounding MDM itself, including what MDM can refer to, as well as how to couple it with other projects that may already have momentum in your
6/26/2008 7:52:00 PM

A 5-step Telecom Expense Management Strategy
Many businesses today rely on telecom expense management (TEM) for mission-critical functions ranging from sales to service to customer relationship management. But despite its overall importance, nearly one-third of a telecom staff’s time is spent on processing orders and invoices. Maximizing the potential of a telecom system requires a data-driven approach. Find out how Map-To-Win is helping businesses do just that.

WEALTH MANAGEMENT INDUSTRY: A 5-step Telecom Expense Management Strategy A 5-step Telecom Expense Management Strategy Source: AnchorPoint Document Type: White Paper Description: Many businesses today rely on telecom expense management (TEM) for mission-critical functions ranging from sales to service to customer relationship management. But despite its overall importance, nearly one-third of a telecom staff’s time is spent on processing orders and invoices. Maximizing the potential of a telecom system requires a data-driven
2/14/2008 2:18:00 PM

The Seven Deadly Sins of Content Management
Getting the right content management system (CMS) to fit your needs is essential to the successful delivery of online communications and information management. Sadly, companies often find themselves with a CMS product that fails to meet objectives set for it. Don’t lose your way during the CMS solution procurement process—discover the seven cardinal sins of choosing CMS software and how to avoid committing them.

WEALTH MANAGEMENT INDUSTRY: The Seven Deadly Sins of Content Management The Seven Deadly Sins of Content Management Source: Alterian Document Type: White Paper Description: Getting the right content management system (CMS) to fit your needs is essential to the successful delivery of online communications and information management. Sadly, companies often find themselves with a CMS product that fails to meet objectives set for it. Don’t lose your way during the CMS solution procurement process—discover the seven cardinal sins of
3/2/2009 12:56:00 PM

Zoning: The Key to Flexible SAN Management
The days of storage area networks (SANs) built with hubs and based on private, arbitrated loops are gone. Today’s fully public switches—which include a variety of switch features—make managing large SANs a lot easier. The key to a flexible SAN is the switch’s ability to create zones, which allows the SAN to be partitioned into various groupings and enables SAN managers to allocate storage where it makes the most sense.

WEALTH MANAGEMENT INDUSTRY: Zoning: The Key to Flexible SAN Management Zoning: The Key to Flexible SAN Management Source: QLogic Corporation Document Type: White Paper Description: The days of storage area networks (SANs) built with hubs and based on private, arbitrated loops are gone. Today’s fully public switches—which include a variety of switch features—make managing large SANs a lot easier. The key to a flexible SAN is the switch’s ability to create zones, which allows the SAN to be partitioned into various groupings
8/1/2007 2:25:00 PM

Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green
Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green. Download current Guides about Enterprise Asset Management Strategies Progressive companies are discovering that they can optimize processes and assets to make the best use of resources, reduce negative impact on the environment, and strengthen business results—all at the same time. Improving enterprise asset management (EAM) processes provides opportunities for you to create less waste, reduce resource use, and decrease emissions. Find out how you can take advantage of EAM’s benefits.

WEALTH MANAGEMENT INDUSTRY: EAM software features a wealth of out-of-the-box functionality to help enterprises achieve a fast return on investment, and is based on Infor Open SOA (Service-Oriented Architecture) to enable the eicient movement of information between business applications. About Infor. Infor delivers business-speciic software to enterprising organizations. With experience built in, Infor s solutions enable businesses of all sizes to be more enterprising and adapt to the rapid changes of a global marketplace. With more
5/7/2008 3:02:00 PM

Task Management with Multistage Tracking
Task Management with Multistage Tracking. Find Out Software and Other Solutions for Your Decision Related to Task Management and Tracking. One of the biggest challenges a project manager faces is the difficulty of tracking project progress once a project has been started. It can be difficult to keep track of each task and assignment as they are started, completed, or delayed. Fortunately, there are now new tools and methodologies, made available through PSNext 1.6, that help manage projects.

WEALTH MANAGEMENT INDUSTRY: Task Management with Multistage Tracking Task Management with Multistage Tracking Source: Sciforma Corporation Document Type: White Paper Description: One of the biggest challenges a project manager faces is the difficulty of tracking project progress once a project has been started. It can be difficult to keep track of each task and assignment as they are started, completed, or delayed. Fortunately, there are now new tools and methodologies, made available through PSNext 1.6, that help manage projects.
4/19/2006 1:43:00 PM

When Is Talent Management Really Right for Your Business?
Many organizations realize that developing and managing talented employees is integral to the success of their business. But how do you know whether your company is ready for talent management? And if so, how do you go about actually managing your talent? In this article, TEC human capital management (HCM) analyst Sherry Fox answers these questions and outlines an approach to an effective talent management initiative.

WEALTH MANAGEMENT INDUSTRY: When Is Talent Management Really Right for Your Business? When Is Talent Management Really Right for Your Business? Sherry Fox - May 11, 2012 Read Comments People are the most important resource in today’s global economy. And whether companies are willing to admit it, it’s their employees that make the difference to their bottom line. To remain competitive in today s job market, employers need to know what their employees are doing, what skills they have, how they re developing, and how they fit into
5/11/2012 12:19:00 PM

Management Excellence: The Metrics Reloaded
The key to enterprise performance management is to identity a company’s value drivers, focus on them, and align the company to drive results. But there are many management methodologies—such as the balanced scorecard, performance prism, and five forces. What is the right framework for your business? Find out about six management processes and the tools that can help you asses which metrics framework will work for you.

WEALTH MANAGEMENT INDUSTRY: Management Excellence: The Metrics Reloaded Management Excellence: The Metrics Reloaded Source: Oracle Document Type: White Paper Description: The key to enterprise performance management is to identity a company’s value drivers, focus on them, and align the company to drive results. But there are many management methodologies—such as the balanced scorecard, performance prism, and five forces. What is the right framework for your business? Find out about six management processes and the tools that can
4/21/2009 3:01:00 PM


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