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CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
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Documents related to » webcast financial process automation it


Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance
Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in

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Business Case - Dunkin Donuts
Daniel Mourand, CEO, chose Microsoft Great Plains sofware and, today, he does not regret his decision.

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Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 2
Part 1 of this blog series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the

webcast financial process automation it  point, during a recent Webcast I saw a demo by  Success Accelerators , a Microsoft Dynamics CRM and Salesforce.com partner, which used the abovementioned eService Portal accelerator for a different relationship management purpose. Namely, while this accelerator was originally intended to be a customer service portal (as its name suggests), for this particular client Success Accelerators has re-tooled it to handle an xRM function, i.e. supplier management. Thus, in addition to extending the standard Read More...
How to Lead Your Organization on the Best Path to Performance Improvement (Webcast Transcript)
Companies require an agile enterprise performance management (EPM) strategy to ensure they have information to support effective decisions. The more information

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Financial Packages
Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

webcast financial process automation it  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More...
Ultimus Adaptive BPM Suite 8.3 for Business Process Management Certification Report
Ultimus Adaptive BPM Suite 8.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (ERP

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Lean IT Governance: The Most Realistic and Attainable Approach to IT Governance
The most realistic and attainable approach to IT governance is a

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AuraPortal BPMS Version 4.3 for Business Process Management Certification Report
AuraPortal BPMS Version 4.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Business Intelligence and Data

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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

webcast financial process automation it   Read More...
CRM: What Is It and Why Do It? Part One: Historical Background
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that

webcast financial process automation it  What Is It and Why Do It? Part One: Historical Background Historical Background Customer relationship management (CRM), a concept that has been around since the mid 90s, has its roots in the technology of sales automation and call center operations. At that time, it was thought that merging the customer data from the field (sales) with the call center interactions would result in more informed interactions with the customer. The concept resonated with user organizations and soon mergers and Read More...
Bizagi BPM Suite 9.1.6 Business Process Management Certification Report
Bizagi BPM Suite 9.1.6 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Project Portfolio Management Evaluation

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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 ...

webcast financial process automation it  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...
Oracle JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report
Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages Evaluation Center. The

webcast financial process automation it  JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages 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...
Building Your Business Case for Best-practice IT Services Delivery
Whether it’s for an in-house delivery model or an on-demand model, a business case needs to justify the total value of a solution. This ensures that the

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