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Documents related to » example of financial proposal


Financial Reporting—Who Needs It?
Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools for management accounting. But financial reporting applications can elaborate financial statements for external users, helping organizations to share information as necessary and comply with disclosure requirements. TEC analyst Jorge García discusses the benefits of financial reporting tools.

EXAMPLE OF FINANCIAL PROPOSAL: users, such as, for example, decision makers, stakeholders, and suppliers. These users also have some rights—legal or moral—to access certain financial information about an organization, but generally have to rely on negotiation or specific regulations to obtain it. Financial reporting applications can support the process of data summarization for the benefit of external users, while helping organizations to share information as necessary and comply with disclosure requirements. These tools can also
6/14/2011 4:13:00 PM

Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

EXAMPLE OF FINANCIAL PROPOSAL: Top CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier,
11/3/2009

Integrating Actuals into Financial Plans
Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

EXAMPLE OF FINANCIAL PROPOSAL: Integrating Actuals into Financial Plans Integrating Actuals into Financial Plans Source: Alight Document Type: White Paper Description: Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using
3/23/2010 1:18:00 PM

Is Your Financial Transaction Secure?
The FDIC imposes IT integrity ratings on financial institutions. These ratings are known as URSIT ratings and are not disclosed to the public. There is no easy discernable way to know how safe your on-line transactions are.

EXAMPLE OF FINANCIAL PROPOSAL: security consultants? As an example, in a recent security audit done by a major bank in the U.K. for a new e-commerce site, the security auditor only scanned TCP ports and failed to scan any of the e-commerce site s UDP ports. What this means is that the security audit as defined by the consultant was only half-way useful since there are many well-known exploits of UDP ports that hackers can take advantage of that were not taken into consideration. In general, the depth of the security audit will vary by
10/6/1999

Financial Forecasting & Planning Summit – September 23/24, Mexico
Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

EXAMPLE OF FINANCIAL PROPOSAL: Financial Forecasting & Planning Summit – September 23/24, Mexico Financial Forecasting & Planning Summit – September 23/24, Mexico Don t miss out on revolutionary trends shaping your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you ll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting &
9/16/2010 4:00:00 PM

Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report
Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting 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.

EXAMPLE OF FINANCIAL PROPOSAL: Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report Epicor Financial Management Software (v. 9.05) for Financial Packages Certification Report Source: Technology Evaluation Centers Document Type: Certification Report Description: Epicor Financial Management Software (v. 9.05) is now TEC Certified for online evaluation of financial packages in TEC’s Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the
5/10/2011 9:43:00 AM

A Data-Driven Approach: Improving Outcomes and Financial Performance
This white paper discusses ways of using a patient data superset strategy of expanded medical data accuracy, comprehensiveness, granularity, and accessibility to drive real improvements in patient care management, use, and financial performance.

EXAMPLE OF FINANCIAL PROPOSAL: A Data-Driven Approach: Improving Outcomes and Financial Performance A Data-Driven Approach: Improving Outcomes and Financial Performance Source: MedAssurant, Inc. Document Type: White Paper Description: This white paper discusses ways of using a patient data superset strategy of expanded medical data accuracy, comprehensiveness, granularity, and accessibility to drive real improvements in patient care management, use, and financial performance. A Data-Driven Approach: Improving Outcomes and Financial
8/31/2010 11:42:00 AM

Vendor Spotlight: GMS Accounting and Financial Management System
In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for not-for-profit accounting. Also featured is a high-level overview of GMS Accounting and Financial Management System functionality.

EXAMPLE OF FINANCIAL PROPOSAL: Vendor Spotlight: GMS Accounting and Financial Management System Vendor Spotlight: GMS Accounting and Financial Management System Source: Technology Evaluation Centers Document Type: TEC Report Description: In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not-for-profit organizations. Learn all about GMS’s customers and marketing positioning, and how the software addresses the challenges for
5/2/2011 5:03:00 PM

Choosing the Right Financial Performance Management Solution
It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions financial professionals should ask before choosing a financial performance management (FPM) solution.

EXAMPLE OF FINANCIAL PROPOSAL: Choosing the Right Financial Performance Management Solution Choosing the Right Financial Performance Management Solution Source: IBM Document Type: White Paper Description: It doesn’t make sense to buy software based on price alone. Selecting a specific preferred vendor or spending as little as possible is the wrong choice if people will not use the purchased product and it winds up as “shelfware,” or if it hampers productivity and is an ongoing drain on resources. Learn the five questions
6/23/2010 2:29:00 PM

Financial Forecasting: Room for Improvement for People, Process and Technology
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.

EXAMPLE OF FINANCIAL PROPOSAL: Financial Forecasting: Room for Improvement for People, Process and Technology Financial Forecasting: Room for Improvement for People, Process and Technology Source: MindShare Document Type: White Paper Description: 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
2/14/2013 4:57:00 PM

Microsoft Dynamics GP 10.0 for Financial Packages Certification Report
Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the Accounting 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.

EXAMPLE OF FINANCIAL PROPOSAL: Microsoft Dynamics GP 10.0 for Financial Packages Certification Report Microsoft Dynamics GP 10.0 for Financial Packages Certification Report Source: Technology Evaluation Centers Document Type: Certification Report Description: Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of financial packages in the Accounting Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection
12/1/2011 4:05:00 PM


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