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It’s the Time to Master Your Master Data
A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments.

bank rfp  systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact, the bank that Gabriel mentioned is not the only one in this situation. Recently at the Gartner Master Data Management Summit 2009 , I learned from a case study that prior to the master data management (MDM) initiative, a large Canadian retailer had over 45 million domestic customers recorded in its various systems, even though Read More

Outsourcing, Applications Software
This RFP is focused on the selection of companies who provide outsource services in the areas of application software. The typical types of activities that these outsource providers perform include...
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Documents related to » bank rfp


KronosWorks 2013: The World's Leading Workforce Information Exchange
This year’s Kronos user conference took place in Orlando, Florida, and confirmed that Kronos remains a very competitive vendor in the workforce management (WFM)

bank rfp  Neltner from Fifth Third Bank explained that the bank chose Kronos in the cloud owing to the product’s great user experience, fast delivery model, and full support by the Kronos team. The opening keynote also included a guest speaker—Jeremy Gutsche, the founder of trendhunter.com. Jeremy’s talk— How to Create a Culture of Customer Obsession and Innovation —was a good refresher of well-known issues that we all encounter when we are confronted with change, as humans by nature have a tendency to Read More
What’s Up with xTuple-and Open Source ERP?
You may be wondering how the open-source ERP vendor xTuple operating with a workforce of only 27 can compete on the same stage with the software giants. Find

bank rfp  a 10,000 sq-ft 1940s-era bank building. The vendor also has employees working remotely throughout the U.S. In 2011 xTuple delivered three major product releases (3.6, 3.7 and 3.8 in its modest version numbering system) and many minor ones. The xTuple offering is available in the aforementioned PostBooks (free download) and commercially licensed Standard and Manufacturing Editions . The vendor also introduced the following two new commercial editions: Project Edition —project accounting plus Standard Read More
The Path to ERP for Small Businesses - Part 1: The Research
Most consultants agree that there are three stages that precede a software implementation project: research, evaluation, and selection. This three-part article

bank rfp  the company. For instance, bank reconciliation can take an hour but might be more important than data entry, which may take a couple of hours each day. What you have now is a high-level list of processes, which is the starting point for the selection process. Ideally, you should not base your decision on this list only. You should get into more detail, depending on the complexity of your business processes and the future growth of the company. How Does your Company Function? (Business Processes) You know Read More
Segregation of Duties and Its Role in Sarbanes-Oxley Compliance Issues
The Sarbanes-Oxley Act (SOX) requires publicly traded firms to demonstrate that their accounting and reporting practices are in compliance with regulatory

bank rfp  checks, and reconciliation of bank statements. Within these activities a form of SOD is already in place—usually the issuing of checks requires different levels of authorization and more than one signature. In essence, more than one person validates a process or activity. In terms of IT, SOD issues are not as clearly defined, and in many instances, individuals in an SMB have multiple levels of responsibility, which can call into conflict the stated goals of SOX and SOD. Following are five circumstances Read More
ERP for School Districts RFI/RFP Template
Financials,Human Resources, Payroll, Procurement, Product Technology

bank rfp  for School Districts RFI/RFP Template The ERP for School Districts RFI/RFP Template lists and describes 3227 features and functions found in ERP for School Districts software solutions. This ERP for School Districts Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your ERP for School Districts software selection projects. Features and functions included in this ERP for School Districts Template: Financials Human Resources Payroll Procurement Read More
Enterprise Incentive Management (EIM) RFI/RFP Template
Modeling and Strategic Analysis, Payee Database, Payee Sub-ledger, Compensation Plan Administration, Compensation Calculations, Views and Reports, Exception

bank rfp  Incentive Management (EIM) RFI/RFP Template The Enterprise Incentive Management (EIM) RFI/RFP Template lists and describes 440 features and functions found in Enterprise Incentive Management (EIM) software solutions. This Incentive and Compensation Management Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Enterprise Incentive Management (EIM) software selection projects. Features and functions included in this Incentive and Read More
Maintenance, Repair, and Overhaul (MRO) RFI/RFP Template
Maintenance Management, Customer Contracts (Agreements), Customer Orders, Customer Quotations, Work Orders, Product Technology

bank rfp  Repair, and Overhaul (MRO) RFI/RFP Template The Maintenance, Repair, and Overhaul (MRO) RFI/RFP Template lists and describes 782 features and functions found in Maintenance, Repair, and Overhaul (MRO) software solutions. This Maintenance, Repair, and Overhaul (MRO) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Maintenance, Repair, and Overhaul (MRO) software selection projects. Features and functions included in this Read More
E-procurement RFI/RFP Template
Buying Entity Features,Selling Entity Features,Consulting services,Marketplace,Asset Management,Product Technology

bank rfp  procurement RFI/RFP Template The E-procurement RFI/RFP Template lists and describes 1919 features and functions found in E-procurement software solutions. This Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your E-procurement software selection projects. Features and functions included in this Template: Buying Entity Features Selling Entity Features Consulting services Marketplace Asset Management Product Technology   This functional and Read More
Point of Sale (POS) Systems RFI/RFP Template
Transaction Management, Register Management, Sale Slip Management, Price Management, Inventory Management, Reports and Inquiries, Business Architecture, Product

bank rfp  of Sale (POS) Systems RFI/RFP Template The Point of Sale (POS) Systems RFI/RFP Template lists and describes 1455 features and functions found in Point of Sale (POS) Systems software solutions. This Point of Sale (POS) Systems Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Point of Sale (POS) Systems software selection projects. Features and functions included in this Point of Sale (POS) Systems Template: Transaction Management Read More
Business Performance Management (BPM) RFI/RFP Template
Data Visualization, Analytics, Workflow, Data Integration, Support, System Requirements

bank rfp  Performance Management (BPM) RFI/RFP Template The Business Performance Management (BPM) RFI/RFP Template lists and describes 1621 features and functions found in Business Performance Management (BPM) software solutions. This Business Performance Management Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Business Performance Management (BPM) software selection projects. Features and functions included in this Business Performance Read More
Fashion PLM RFP Template Available
TEC analyst, Kurt Chen, recently completed work on a new research segment covering product lifecycle management (PLM) selection criteria for the fashion

bank rfp  PLM RFP Template Available TEC analyst, Kurt Chen , recently completed work on a new research segment covering product lifecycle management (PLM) selection criteria for the fashion industry. Soon we'll announce the launch of fashion and retail industry-specific models in our online PLM Evaluation Center . However, I'd like to point out that as of today you can purchase a template of the functional criteria companies in textile and fashion industries frequently need in order to develop an RFP for a Read More
Product Information Management (PIM) RFI/RFP Template
Integration with Back-Office Systems, Product Information Repository, Data Distribution and Synchronization, Employee Productivity, Application Technology

bank rfp  Information Management (PIM) RFI/RFP Template The Product Information Management (PIM) RFI/RFP Template lists and describes 251 features and functions found in Product Information Management (PIM) software solutions. This Product Information Management (PIM) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Product Information Management (PIM) software selection projects. Features and functions included in this Product Information Mana Read More
Key Questions to Include in an E-commerce Platform RFP
When looking for an e-commerce platform, a comprehensive request for proposal (RFP) that thoroughly covers all the critical points can assist companies in

bank rfp  Questions to Include in an E-commerce Platform RFP When looking for an e-commerce platform, a comprehensive request for proposal (RFP) that thoroughly covers all the critical points can assist companies in reducing costs and producing better return on investment (ROI), faster. This paper recommends several questions and identifies some common RFP mistakes. Read More
How Retail Partners and Mobility Can Help Deliver Value to Bank Customers
Banks are facing high levels of scrutiny from their customers and find themselves under great pressure to create value, win back lost customers, and maintain

bank rfp  Help Deliver Value to Bank Customers Banks are facing high levels of scrutiny from their customers and find themselves under great pressure to create value, win back lost customers, and maintain existing relationships as well as lower customer attrition levels. Three seemingly disparate trends—need for savings, growth in mobile usage and advent of coupon aggregators—together offer banks a way to create a sticky service. This paper discusses the idea of banks partnering with retailers to leverage Read More

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