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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 automation tool evaluations


Selecting a PLM Vendor
PLM enterprise applications should not be selected in a vacuum. The needs and requirements of multiple departments and even business partners must be

automation tool evaluations  management, e-commerce, common office automation products, groupware, and e-mail) support for various standards and the manner in which the system provides access to metadata and file system data) document management and vaulting (i.e., support for storing documents of any type within the system with the ability to maintain revision control and audit trails, check-in and check-out capability, versioning, indexing, etc.) information structures (the ability to store and manage complex information

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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.

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

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 territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » automation tool evaluations

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

automation tool evaluations  Management 101 Cash management is a need common to both large and small businesses alike. In its simplest terms, cash management is the assurance that today's receivables plus today's account balances exceed today's payables. Failure to practice this business management process guarantees bankruptcy. Every large organization has a cash management group, sometimes called the treasury . This group's function includes management of such items as investments and borrowing in addition to the organization's Read More

Facing A Selection? Try A Knowledge-Based Matchmaker Part 2: A Timesaving Solution


Since a 'one-size-fits-all' product is still not quite a viable possibility, almost every product can win provided a certain set of requirements. The Catch 22 for both buyers and vendors/VARs is to pinpoint the right opportunity in this ongoing 'dating game'. An RFP/RFI selection process can streamline the initial phase of an ERP selection process while addressing many of the buyer's vital questions.

automation tool evaluations  (into e.g., sales force automation (SFA), product lifecycle management (PLM), etc.), and as the technological questions attempt to cover many technical aspects (e.g., general architecture, degree of integration among modules, interconnectivity, data protection and restoration, security features, tools, etc.), we believe that the number of criteria serves the purpose. A lesser number would likely fail to provide an accurate picture, while a greater number would involve mundane details (e.g., the maximum Read More

Has The BI Market Consolidation Been Crystal-Clearly Actuated? Part Three: Competition and User Recommendations.


Users choosing point planning or BI products should consider the integration infrastructure and effort needed to combine these products versus the cost and functionality issues of choosing an integrated CPM product suite (if still possible to find). Mission-critical issues like scalability, reliability, manageability and ease-of-use go without saying.

automation tool evaluations  become a notable marketing automation player rather than a BI vendor per se (see Marketing Automation: Coming of Age Slowly ). Other pure BI competitors, except for NCR Teradata, will have a time of repeating the feat. A new departure for SAS from its traditional scientific and analytical applications for the high-end of the market is more attention to low-end analytics through a simplified Web-based query-and-reporting tool. The vendor also continues to emphasize decision support tools for supplier Read More

Business Intelligence Standardization


Business intelligence (BI) is often an area of friction between information technology (IT) (who provide information) and the business users (who need it to do their jobs). By allowing you to connect goals, metrics, and people across the enterprise, an enterprise BI standard helps organizations manage and optimize information flows like other business processes, leading to improved alignment and transparency.

automation tool evaluations  from databases and transaction automation systems to data integration and data warehouses. BI standardization is the next big opportunity for organizations to streamline costs and get a greater return on their information assets. Standardizing on business intelligence software will deliver similar economies of scale as other standardization efforts. But in addition, a cross-organization business intelligence infrastructure can provide exponential returns through better business insights that traverse Read More

Automation for the New Data Center


Data centers are squeezed by a variety of pressures, such as power consumption, heating, ventilating, and air conditioning (HVAC) requirements, new servers, human error, patching, asset tracking, and more. On top of this, you have to keep up with dynamically changing business requirements. One of the key ways you can address these dilemmas, however, is through server consolidation using virtualization.

automation tool evaluations  for the New Data Center Data centers are squeezed by a variety of pressures, such as power consumption, heating, ventilating, and air conditioning (HVAC) requirements, new servers, human error, patching, asset tracking, and more. On top of this, you have to keep up with dynamically changing business requirements. One of the key ways you can address these dilemmas, however, is through server consolidation using virtualization. Read More

PPM for Professional Services Automation RFI/RFP Template


Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology

automation tool evaluations  for Professional Services Automation RFI/RFP Template The PPM for Professional Services Automation RFI/RFP Template lists and describes 3922 features and functions found in PPM for Professional Services Automation software solutions. This PPM for Professional Services Automation Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your PPM for Professional Services Automation software selection projects. Features and functions included in this Read More

Delivering Efficiency: Business Processes, Automation, and Integration


Implementing IT solutions that fulfill all corporate requirements requires exhaustive research and analysis. But the reality is that most organizations have neither the time nor the resources to do all this. Indeed, such an approach is largely impractical, since by the time you’ve built your perfect solution, it may already be out of date. So what are your real options? Three words: Business. Process. Integration.

automation tool evaluations  Efficiency: Business Processes, Automation, and Integration Implementing IT solutions that fulfill all corporate requirements requires exhaustive research and analysis. But the reality is that most organizations have neither the time nor the resources to do all this. Indeed, such an approach is largely impractical, since by the time you’ve built your perfect solution, it may already be out of date. So what are your real options? Three words: Business. Process. Integration. Read More

Leveraging 3-D for Sales Automation


It’s no longer acceptable for salespeople to respond to customers’ inquiries with “I’ll get back to you.” In the time it takes to respond, a competitor with stronger product knowledge, customized proposals, or better pricing will win your business. Find out how to provide your salespeople with the ability to explain complex manufacturing processes and other key factors—before you lose your sales to your competitors.

automation tool evaluations  3-D for Sales Automation TEC's method of software evaluation enables decision makers to mitigate the risks associated with enterprise software selection, and to calculate the suitability of products in keeping with user requirements and priorities. TEC's analysts write IT white papers about sales automation, CRM, ERP, etc. Source: Technology Evaluation Centers Resources Related to Leveraging 3-D for Sales Automation : Automation (Wikipedia) Leveraging 3-D for Sales Automation Sales Reps is Read More

PPM for Professional Services Automation


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

automation tool evaluations  for Professional Services Automation A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments Read More

Sales Tax Compliance and the CFO: What Automation Means for Risk Management


It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know about sales tax compliance.

automation tool evaluations  and the CFO: What Automation Means for Risk Management It’s time C-level executives take a closer look at how sales tax is managed within their organizations. This report highlights what finance and accounting professionals know (and don’t know) about managing sales tax, and more importantly, why risk of non-compliance is more important in this legislative climate. This report draws upon a recent study by Wakefield Research, which investigates what leading and emerging companies in the U.S. know Read More

James Automation: Increasing Revenues Out of the Gate




automation tool evaluations  Automation: Increasing Revenues Out of the Gate Read More

Business Process Automation


The speed of business today is growing exponentially. Consequently, organizations are generating incredible amounts of information around the clock. Yet vast percentages of this data remain unstructured, meaning that users cannot leverage it to deliver business efficiency or advantage. Learn how you can better manage and deploy information for operational productivity.

automation tool evaluations  Process Automation The speed of business today is growing exponentially. Consequently, organizations are generating incredible amounts of information around the clock. Yet vast percentages of this data remain unstructured, meaning that users cannot leverage it to deliver business efficiency or advantage. Learn how you can better manage and deploy information for operational productivity. Read More

Professional Services Automation: Affordable Hosted Solutions for the Small to Medium Business Market


Although technology is pivotal in maintaining a competitive edge, many smaller professional services organizations (PSOs) have limited time and resources to dedicate to their IT infrastructure. For this reason, the application service provider model can be a very attractive offering.

automation tool evaluations  number of professional services automation (PSA) solutions have built business models on ASP technology. For professional services organizations (PSOs) that have limited resources and limited information technology (IT) infrastructures, the ASP model represents an attractive offering. Smaller PSOs may benefit from the quick deployment and affordable initial price point provided by hosted PSA solutions. In addition, increased security measures have ensured the critical protection of sensitive data within Read More

Achieving Efficient Governance, Risk, and Compliance (GRC) through Process and Automation


Newly available software platforms known as governance, risk, and compliance (GRC) technologies can help your business stay on top of the myriad procedures, tasks, and behaviors that bear upon compliance. This paper discusses the drivers behind the growing awareness of GRC information technology, introduces the elements of an effective automated GRC system, and suggests a low-risk, high-impact approach to launching GRC automation.

automation tool evaluations  (GRC) through Process and Automation Newly available software platforms known as governance, risk, and compliance (GRC) technologies can help your business stay on top of the myriad procedures, tasks, and behaviors that bear upon compliance. This paper discusses the drivers behind the growing awareness of GRC information technology, introduces the elements of an effective automated GRC system, and suggests a low-risk, high-impact approach to launching GRC automation. Read More