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TEC White Papers


Browse this free online library for the latest technical white papers, webcasts, and product information to help you make intelligent IT product purchasing decisions.


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Accounting and Financial Management

Solutions for managing accounts payable/receivable, time and billing, risk management, business performance management (BPM), and other accounting procedures.



Pronto Xi Dimensions is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions 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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PROS has traditionally been a leader of prescriptive pricing and revenue management software, allowing companies to improve financial performance and improve their entire business agility. The vendor is now shifting its strategy and diving into the big data apps business. See how PROS is leveraging its pricing expertise to help companies find new ways to turn big data into actionable insights and improved sales effectiveness.

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Exclusive new survey findings point to the priorities and investments retailers are planning for over the next 36 months. Forward-looking results unveil the internal goals and external pressures driving retail decision strategies over the long term. This report will help retailers plan and prioritize around emerging trends from now through 2015.

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Earned value management (EVM) is not a new concept, having its origins in United States government agencies during the 1960s as a way to ensure accountability among contractors working on long-term, complex projects. But in this century, EVM has become standard required practice. Learn how to get certified in earned value management (EVM) and compete for government aerospace and defense contracts.

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This white paper describes how workgroups and midsize companies can transform their spreadsheet-only processes to create flexible and timely plans, budgets, and forecasts. It outlines recommendations for implementing a complete performance management system, using an integrated reporting, analysis, and planning solution purpose-built for workgroups and midsize companies.

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Too often, it’s easy to overlook the minutiae of payroll processes, which can result in costly errors and time-consuming corrections. Even the smallest of payroll slip-ups can snowball into long-term issues and increased expenses, and some blunders make organizations vulnerable to regulatory fines and penalties. The good news: most common mistakes are avoidable. Auditing, testing, reporting, and other “checks and balances” can confirm that your payroll is accurate the first time. But when mistakes happen, it’s important to determine what occurred and why, and then identify the root causes so they don’t happen again. Read this white paper to discover some of the top 10 payroll pitfalls, along with practical ways to prevent them.

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Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company.

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There are significant advantages to outsourcing freight bill audit and payment (FBAP), not the least of which is the potential for reduced costs. And while nothing can be outsourced without some risk, there are a number of steps that can be taken to ensure a successful relationship and minimize the financial risk to the outsourcer. Know what steps your company can take to ensure you get the most out of outsourcing FBAP.  

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Companies rely on IT operations to run the background processing needed for departmental output and maintenance. Workload automation tools excel at automating these routine job streams, reducing error and speeding up time to market. Automation also frees up staff for more complex tasks. Read more and know how a full-featured workload automation solution with monitoring and notification is mission-critical for some IT situations.

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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.

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The UNIT4 product Agresso is now 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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UNIT4's Coda Financials (V12) is now TEC Certified for online evaluation of Financial Packages solutions in the Accounting and Financial Management 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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The governance, risk, and compliance (GRC) concept remains as relevant as ever. In addition to the traditional goal of meeting compliance obligations, companies today see the investment in risk and compliance management as a means of aligning their risk and controls with broader strategic goals, building better relationships with stakeholders, and enhancing overall performance. Read this white paper for survey finding and interviews that suggest several action points.

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Although we're starting to see recovery from the recent economic crisis, market volatility is still a major factor influencing businesses to improve their financial planning, budgeting, and forecasting processes. The keys to effective financial planning, budgeting, and forecasting are embodied by a best-in-class approach that carefully considers all factors, adaptive planning, and collaboration. Get the details in this report.

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Preparing an accurate forecast in this volatile business climate is challenging. Still, it is critical for businesses to be able to predict outcomes for the next month, quarter or year, and be able to respond quickly when the actuals vary significantly from the forecast. Forecasting may be equal parts art and science, but the most dialed-in enterprises report using a solid, collaborative process for generating accurate forecasts.

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Being an effective CFO and financial manager today is all about increasing efficiency, partnering with the business to drive growth and value, and empowering your people to be more risk sensitive, productive, and informed when making decisions. Enterprise performance management (EPM) applications can help you achieve these goals and respond to changing corporate finance priorities. Download this white paper and find out how.

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Compliance is crucial in establishing new grounds for business. It is important to leverage governance, risk, and compliance (GRC) initiatives toward corporate growth, and to define GRC management in terms of enabling new marketing opportunities. To ensure success in managing GRC, one must provide decision makers with processes and tools that allow visibility and access to critical compliance and risk data. Download this white paper to learn more.

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Over the past couple of years, resistance to ERP software delivered as a software as a service (SaaS) has been slowly giving way to acceptance. Today, for manufacturers with top-performing ERP implementations, the pendulum has definitely swung. This 2011 study by Mint Jutras on 300+ manufacturers investigated the goals, challenges, and performance of ERP implementations. Download the white paper and read the results.

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Today’s manufacturer faces an ever-accelerating pace of business, marked by growing product and process complexity, along with demands for increased quality, speed, and agility. The result is an ongoing need to seamlessly connect the ERP system with multiple software applications, databases, and business applications. Know about a more effective, cost-efficient approach to ERP system integration using robust techniques.

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The Winter 2012 analyst tour was no dull event, and TEC principal analyst P.J. Jakovljevic was there to capture it all. UNIT4, one of the top-10 mid-market ERP vendors worldwide, made a number of important announcements about the company’s latest offerings for businesses operating under constant change and its strategy to become cloud focused. Download the report and get all the details, and how they may benefit your company.

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Deacom ERP Software System (version 14.4) is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process 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.

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Three kinds of messaging need to be supported in Single Dealer Platforms (SDPs) in investment banking: real-time for quote distribution, persistent for order flow, and streaming over the web to rich internet applications. It has historically taken three separate messaging products to meet these needs, but the implementation and integration of these systems introduces many challenges, including the complexity and fragility of the system and scalability issues. This white paper shows how an integrated messaging platform that handles all of the messaging requirements for SDPs reduces these challenges while increasing flexibility and robustness.

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K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions 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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There are a host of ERP available to chemical manufacturers—the challenge is selecting the right one that offers a baseline product with industry-specific functionality. But many ERP applications are not industry-specific and require major modifications, or, one must select from an industry template that may or may not fit specific needs. Today’s chemical manufacturing companies no longer have to compromise. Find out why.

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SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) solutions 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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SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of mixed-mode manufacturing enterprise resource planning (ERP) solutions 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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SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions 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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SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of discrete manufacturing enterprise resource planning (ERP) solutions 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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Monolithic ERP systems have proved inflexible in a period of change. The cost of maintenance and modifications are often prohibitively expensive. Yet most best-of-class applications generally lack strong integration tools. As a result, many companies cannot support change effectively. See how you can supplement the capabilities of your legacy ERP solutions with a flexible, innovative financial management system-and thrive during change.

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With the global expansion and growth with new subsidiaries, new acquisitions, and new international markets, large enterprises can no longer maintain and manage their businesses using only their corporate on-premise ERP system. Read this TEC Report and see how NetSuite has espoused a hybrid cloud to provide a two-tier ERP approach that brings the near real-time global visibility and business efficiency that these customers demand.

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Asset-intensive industries have a major challenge in adapting to changing business paradigms, while keeping pace with new industry requirements and simultaneously ensuring sustainable operations. See how new technologies such as mobility can help these organizations develop a collaborative partnership with their customers to improve the efficiency of their services, benefiting the customer, the company, and the community at large.

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Consumer packaged goods (CPG) manufacturers face pressures from fickle consumers, powerful retailers, globalization, and more. The CPG manufacturing industry is large and thriving, but margins are slim and competition is furious. There are hundreds of product categories, and to compete, firms must constantly innovate. See how small-to-medium CPG manufacturers can survive in the face of these external pressures and fewer resources?

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Today, compliance pains come from three sources: government, large industrial or retail customers, and even smaller customers who are asking for unique delivery, packaging, assembly or other services. This white paper presents "compliance" as an enormous opportunity for the small to medium size business owner. Read it and understand the compliance demands within the distribution environment and how they affect your business.

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The food industry today is fraught with certification and standards that require third-party audits into traceability processes and the speed of product recalls. Technology can be your best friend when it comes to doing farm-to-fork traceability in the most efficient and effective way. This white paper explains why the old system for lot tracking and recall won’t make the grade in the new world of compliance.

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Vistaar, a newcomer to the B2B pricing management space, is quickly asserting its powerful analytic and planning capabilities. In this TEC Report, TEC principal analyst P.J. Jakovljevic looks at the strategic approach the vendor has taken to the development of its platform and applications, and speaks with the vendor’s product management expert Usha Lyer on Vistaar’s offerings, competitive landscape, and future plans.

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Irrespective of technology and choice of deployment method, companies must remain versatile in their strategies and operations to stay competitive. This report takes a look at one financial solution that enables the financial executive to have a no-compromise approach to financial modeling and applications choice; i.e., adding, keeping or changing business applications without losing control or increasing the risk of non-compliancy.

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As businesses grow, the size and complexity of their projects tends to increase as well. One challenge is staying on top of mid-project profitability as the combination of services, equipment, and post-sales support become more complex. Read further and know how to close the gap between sales, project delivery, post-sales support, and equipment management, and how to improve mid-project profitability and reduce project risk.

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This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support your organization’s changing processes, and a descriptive checklist for soliciting such information.

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Most enterprise resource planning (ERP) software is not designed to effectively capture cost in a project-based environment, such as engineer to order, engineer procure construct, or services. This white paper covers organizational and technology barriers to capturing project cost, along with criteria for selecting the ideal ERP for effective project costing for your organization.

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JustFoodERP (v.12.01) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for mixed-mode 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.

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Managing revenues, risk, and compliance is critical to the survival of biotech and pharmaceutical companies (biopharma). But the complexity of revenue management in biopharma, such as contract and chargebacks, is not handled by ERP solutions. This article looks at contracts and chargeback systems functionality for biopharma and how that could help companies in other industries effectively manage their revenue streams.

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The Cincinnati Zoo, a nonprofit 100-acre facility featuring more than 500 animals, needed to reduce its cost and increase revenues from sources such as admissions, memberships, and food and merchandise purchases. The problem was data. The zoo chose IBM Cognos BI analytics to create a more satisfying customer experience—while cutting marketing costs, increasing new visits, boosting concession revenues, and much more.

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In late 2009, Concept One, a sports, entertainment, and fashion accessory firm, decided it needed a better way to deliver reporting to its managers. Report building had become a distraction for the IT department, preventing it from helping other lines of business. Also, it sometimes took several days to fulfill a request for a custom report. Read how this firm achieved an 866% ROI in two months using IBM Cognos Express.

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See how a yacht chartering company can analyze its revenue and reservations using interactive dashboards.

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See the integrated reporting, analysis, and planning capabilities that can help your midsize business to drive greater efficiencies, manage costs, and identify growth opportunities.

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Organizations that are driven by analytics outpace their competitors. But how do you know how well you’re using analytics? Click here for an exciting new way to measure your success with analytics. Take IBM’s free analytics quotient (AQ) quiz now to learn your score. It’s quick, it’s easy, and it will put you on the path to better business outcomes, whether you’re an aspiring newcomer or a wizened analytics master.

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During these challenging times companies need to do more with less. This need extends throughout the organization-and companies' accounting and finance organizations are rising to the challenge. Know the most critical challenges faced by the CFO organization of companies in improving staff productivity and effectiveness of their operations according to research conducted by the Institute of Management Accountants (IMA).

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Managing your company's financials is the backbone of your business and is vital to the long-term health of your company. But without the right financials tools to support rapid growth, critical financial processes can become a huge productivity drag. This paper outlines the 10 essentials of a complete financial management system and how the right solution can help you keep up with the rapidly changing business world.

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If you want to maximize project and company profitability, you need to examine your current resource utilization processes to identify profitability “leakage” in your labor utilization management. Review the Labor Utilization Scorecard to determine where you currently experience gaps and see how a business automation system can help you close those gaps and maximize project and company resource and services profitability.

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Watch this video to learn the top 10 ways GRC 10.0 can enable your organization to proactively balance risk and compliance.

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Watch this video to take a critical look at how technology trends such as enterprise mobility, real-time analytics, and the increase in data volumes affect finance. Understand the corresponding innovations in functionality for finance; performance management; and governance, risk, and compliance (GRC).

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QuickBooks is highly respected as the world’s most popular accounting system, with more than 4.5 million users. Indeed, QuickBooks provides an excellent solution for smaller companies. However, growing companies will eventually outgrow the database performance and feature set offered by QuickBooks. This white paper provides guidance in case this happens to you.

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Compliance officers need steady nerves to manage the legal and compliance risks posed by third-party intermediaries. Regardless of how well respected the third-party organization, how well written the contract, or how well established the brand company’s in-house compliance program, compliance requires effective third-party risk management. Read this paper and know the 5 critical steps in managing third-party compliance risk.

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Today, Clinical Research Organizations (CRO) and clinical service providers play an ever-increasing role across the value chain. The wave of eClinical solutions has prompted many such organizations to implement training management and qualification management programs to both employees and associated clinical research sites and physicians. Read this paper for four guiding rules for structuring an eClinical training solution.

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A Quality and Compliance Training Road Map for Emerging FDA-Regulated Companies Emerging life science companies face the same compliance and regulatory pressures as larger ones. Companies that outsource sales and operational functions need to disseminate training on key policies, procedures, and regulations to a wide audience—without the benefit of a dedicated training team. These companies demand solutions that automate the quality training effort without compromising the entire quality program.

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Many FDA-regulated companies need to assess how their personnel demonstrate competency for assigned functions. This paper explores how an automated competency assessment can be embedded into the process training, so that follow-up actions, such as the assignment of additional training or initiating a remedial mentoring program, happen automatically. This leads to more precise training and more accurate, audit-ready records.

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