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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Insurance and Investment Features and Functions

This set of functionality pertains to security, insurance, agency management, and data standards within the insurance and investment fields.

Securities

Securities management allows the end-user to manage customers' investments by collecting data from a variety of sources.

Insurance

Agency Management

The agency management module allows tracking agents' activities and managing their commissions.

Data Standard

CRM for Financial and Insurance Markets Features and Functions
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