X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 define client brief


CPR on BPR: Practical Guidelines for Successful Business Process Analysis
Part 2 of a series on Business Process Reengineering: Long Live Business Process Reengineering. In this Part, we discuss some practical steps for actually

define client brief  needs to be identified. Define project parameters regarding schedule, cost, and risk. Phase 2: Getting Data   Key Questions to be Answered: What are our major business processes? How do these processes interface with customer and supplier processes? What are our strategic, value-adding processes? Which processes should we reengineer within three months, six months, one year, and subsequently? What organizations and jobs are involved in the processes? What pieces of work are done by each job? What

Read More


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

Business Intelligence (BI) and Data Management

Get a shortlist of BI solutions based on your company’s needs and characteristics. It’s fast, free, and easy—and you’ll get the results immediately. 

Evaluate Now

Documents related to » define client brief

CMMS Templates for Effective Implementations Part Three: 7 Steps to Rapid More Successful Implementations


With the advances today in technology it has become obvious that there is a need for maintenance management theory and practice to catch up with the advances made in business management theory and practice generally. The current state of CMMS technology is at a very advanced level, in a lot of cases far more so than our ability to apply it. This tool has very strong and provable results.

define client brief  in the project. 2. Define the tactical goals of the implementation The tactical goals are those that we also want to achieve apart from the ROI. However in order to better focus the overall implementation efforts there is a need to tie these with the overall ROI. It is important to note that finishing on time and on budget are not tactical implementation goals. They are givens. We do not at any time set out to fail in this crucial area. For example, if one of the ROI goals is to achieve a 10% reduction Read More

Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation Centers. 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.

define client brief  that we’ve certified. We define these capabilities and assign numeric ratings representing various levels of support in our models of enterprise software. These models may be accessed on our publicly available Evaluation Centers. Typically, we use anywhere from a thousand to several thousand criteria to determine the average scores. The average solution forms the benchmark from which we calculate the difference in functionality offered by Navigator One for SAP Business One. We plot the average Read More

Employee Performance Management: Making It a Reality in Your Organization


Over 90 percent of human resources (HR) professionals rate employee performance management (EPM) as a top priority. Yet considerably fewer have EPM systems deployed within their organizations, mostly because of concerns about presenting a persuasive case for such projects to executive management. However, a structured approach to selecting, planning for, and implementing an EPM solution can help alleviate those concerns.

define client brief  creating a timeframe | define performance management | definition of performance management | developing performance plan | development management | development planning | document management | document management software | document performance plan | documenting appraisal process | documenting employee appraisal | documenting employee appraisal process | documenting employee appraisal processes | documenting performance measures | documenting performance plan | documenting performance results | Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

define client brief  and/or industry) Ability to define specific target positions for each campaign (e.g. CEO, CFO, VP of Sales, etc.) Campaign project plans which detail the tasks and activities to fulfill a campaign Ability to copy campaign project plans from templates Ability to maintain multiple project plans, and multiple revisions, for each campaign Ability to keep a running log of notes specifically related to each campaign project plan Complete audit trail showing the user, date and time changes were made to project Read More

Financial Fusion ~ E-Finance Wireless Leader?


Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

define client brief  Fusion ~ E-Finance Wireless Leader? Event Summary WESTPORT, Conn., /PRNewswire/ -- Confirming its commitment to lead the e-finance marketplace into the rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion's focus on wireless technology will allow financial institutions to provide consumers and Read More

Call Center Protocols: Getting Problems Solved!


Customer support agents (CSAs) are the first line of support for the client when a problem arises. If a level-1 CSA has tried all introductory problem-solving skills, has referred to the company knowledge base (KB) for a possible solution, and is still unable to resolve the problem, the incident ticket is escalated to second level (L2) support, where CSAs have advanced training and more knowledge

define client brief  Center Protocols: Getting Problems Solved! Customer support agents (CSAs) are the first line of support for the client when a problem arises. If a level-1 CSA has tried all introductory problem-solving skills, has referred to the company knowledge base (KB) for a possible solution, and is still unable to resolve the problem, the incident ticket is escalated to second level (L2) support, where CSAs have advanced training and more knowledge on how to resolve the issue. If the problem is Read More

Aberdeen Research Brief: Email Security in the Cloud-More Secure! Compliant! Less Expensive!


This paper compares on-premise versus SaaS, hosted solutions for email security. You can see that there is research that proves hosted services is a better choice for compliance, security, and costs, especially when it comes to email. If you’re an IT managers who is undecided about the SaaS model, this is a must-read.

define client brief  email security software,saas companies,saas business,siebel on demand,saas security,microsoft saas,saas platform,encryption email software,saas solutions,saas applications,enterprise security software,enterprise network security,business email security,saas solution,saas providers Read More

Salentica AdvisorDesk


Salentica AdvisorDesk is a CRM and client reporting solution built around Microsoft CRM and designed to meet the requirements of private and institutional wealth management firms.  

define client brief  AdvisorDesk Salentica AdvisorDesk is a CRM and client reporting solution built around Microsoft CRM and designed to meet the requirements of private and institutional wealth management firms. Read More

Salentica Inc


Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and the first customer relationship management (CRM) partner to be named a member of the Microsoft Insurance Value Chain. Salentica is headquartered in New York, New York (US), with Canadian offices in Toronto and Oshawa.

define client brief  Inc Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and Read More

Building Talent Pipelines


Organizations need to define, attract, and develop critical talent. This paper outlines a 12-step methodology for building critical talent pipelines and provides insights into strategy and initiatives.

define client brief  Pipelines Organizations need to define, attract, and develop critical talent. This paper outlines a 12-step methodology for building critical talent pipelines and provides insights into strategy and initiatives. Read More

The Banking Industry: Planning the Road Ahead


Effective planning is integral to the success of a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and geographies can align non-financial performance targets with high-level financial targets and help banks meet their goals.

define client brief  a bank. It helps define and ensure the achievement of the organization’s objectives. Understanding and implementing the planning cycle, which leverages forecasting, operational metrics, and multidimensional analyses can help management determine the feasibility of a strategy. An enterprise-wide, integrated planning and forecasting environment that reaches business units, products, customer segments, and geographies can align non-financial performance targets with high-level financial targets and help Read More

Nova Software


Located in China's forth municipality, Chonggig, Nova is an outsoucing company that specializes in Web-based and client -server technologies. It was founded in 2001, and has two long term partnerships with Integrity Works Inc., and IQuality Inc., located in the US and the Netherlands, respectively.

define client brief  Software Located in China's forth municipality, Chonggig, Nova is an outsoucing company that specializes in Web-based and client -server technologies. It was founded in 2001, and has two long term partnerships with Integrity Works Inc., and IQuality Inc., located in the US and the Netherlands, respectively. Read More

Satisfied with Your Supply Chain Management? Tell Us in this Brief Survey!


As I’m in the process of developing the 2012 Supply Chain Management (SCM) Buyer’s Guide, which will be discussing the challenges that businesses face with managing their supply chains and the role of software in mitigating those challenges, I thought it would be worthwhile to conduct a short survey and see how companies today are faring with some important SCM issues. This survey will shed light

define client brief   Read More

The Customer as a Strategic Asset


Ask 500 CEOs to define the word “customer,” and you’ll come up with 500 different answers—with a few common denominators. It turns out these denominators are the same ones used to describe an organization’s long-term strategic assets. Yet for many organizations, customers aren’t considered assets at all; and yet they’re expected to constitute the lifeblood of the business itself.

define client brief  Ask 500 CEOs to define the word “customer,” and you’ll come up with 500 different answers—with a few common denominators. It turns out these denominators are the same ones used to describe an organization’s long-term strategic assets. Yet for many organizations, customers aren’t considered assets at all; and yet they’re expected to constitute the lifeblood of the business itself. Read More