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The Financial Close: Optimizing Performance and Driving Financial Excellence
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting@and

financial ad hoc analysis  of information during the financial close process, business users can leverage the ad hoc analysis and reporting tools available to them to perform more inprocess analysis, thereby increasing insight and further contributing to reducing the time needed for the financial close. Automated Internal Control Processes As global regulatory mandates multiply and grow more stringent, manual approaches to control activities are becoming untenable. By embedding automated controls into your financial close process, Read More...
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
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Documents related to » financial ad hoc analysis


Business Intelligence for SMBs: MBS Excel Applications and Competitive Analysis
Companies relying on an Excel or Excel-like system need to know that, while Excel might suffice for ad hoc analysis and data storage for individuals or small

financial ad hoc analysis  while SOX will cover financial reporting, other regulatory reporting, such that for the US Environmental Protection Agency (EPA) for environmental factors or the US Food & Drug Administration (FDA) for food and life sciences, has equally strict requirements. More stringent policies should be implemented to spreadsheets that are critical to the business. For that reason, savvy Excel add-in BI tools should be helpful because they can track ownership via password protection. They can also create an audit Read More...
Reporting Tools
Analysis and reporting services are an important part of the enterprise resource planning process. Microsoft Dynamics NAV has been designed to give users

financial ad hoc analysis  Dynamics NAV, open the Financial Management menu and then click Receivables - Reports- Customer - Order Details. On the Options tab, select the Print to Excel option, indicating that this data will be used for further analysis. The information is then sent to a Microsoft Excel document for future use. Excel can also be used in conjunction with Microsoft Dynamics NAV and Business Analytics. Once data has been created and configured in a Business Analytics cube, you can create pivot tables so the data can Read More...
Using Business Intelligence Infrastructure to Ensure Compliancy with the Sarbanes-Oxley Act
The 2002 Sarbanes-Oxley Act (SOX) has affected organizations, their data, and their reporting processes, putting a strain on how their financials are managed

financial ad hoc analysis  assessing data. Also, SAS Financial Intelligence allows users to consolidate data from disparate sources more quickly and accurately; track, analyze and report on risks and material changes; and monitor the effectiveness of compliance and governance initiatives. Applix TM1 has built-in automated logging of all data changes at the user level to provide ongoing audit trails, with the ability to selectively reverse any of the entries. Workflow is also automated to ensure proper review of reports prior to Read More...
Case Study: Leading Online Bank Automates with Job Scheduling Solution
An online American bank, providing various financial services, needed to replace its legacy script-driven batch job processes with a job scheduling solution

financial ad hoc analysis  and a range of financial services to over 60 million private, corporate, and institutional clients globally recently embarked on a new strategy to leverage Internet technology and deploy a direct-to-consumer online banking model. A distinctive advantage of the online banking model is that it is open 24 hours a day, seven days a week for its customers. This, however, can pose a significant IT challenge for the bank given the sizeable transaction volumes and complex routing requirements (e.g., funds Read More...
Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

financial ad hoc analysis  Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company's needs? Find out in Evaluating and Contracting for Cloud Financials . You'll learn about the advantages of cloud-based solutions how the cloud delivery model works how to get a cloud-based service Read More...
iScala: Financial Packages Competitor Analysis Report
This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and

financial ad hoc analysis  Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More...
TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software
Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and

financial ad hoc analysis  Want in Accounting and Financial Software Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company. Read More...
2011 Buyer's Guide to Accounting and Financial Software
Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

financial ad hoc analysis  Guide to Accounting and Financial Software 2011 Buyer's Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today's Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new Read More...
Customer Process Management Drives Profitability in Financial Services
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through

financial ad hoc analysis  Management Drives Profitability in Financial Services As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge. Read More...
Microstrategy 9: Business Intelligence (BI) Competitor Analysis Report
This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and

financial ad hoc analysis   Read More...
Case Study: Community College Embarks on Financial Reporting System Implementation
The Nova Scotia Community College (NSCC) implemented Business Objects to create a financial reporting system that would run in real time, as opposed to taking

financial ad hoc analysis  Community College Embarks on Financial Reporting System Implementation In 1996, the Nova Scotia Community College ( NSCC ) became an independently managed, board-governed institution. NSCC is the primary community college body across the province, and represents thirteen main campuses as well as six community learning centers. The schools are housed across five main academic sectors, including business; access; applied arts and new media; health and human services; and trades and technology. NSCC Read More...
Best-of-Class Financial Systems: an Alternative to ERP
In Best-of-class Financial Systems: An Alternative to ERP, find outhow a best-in-class financial system might deliver all the functionalityyou real...

financial ad hoc analysis  of-Class Financial Systems: an Alternative to ERP You can't survive without a full-scale ERP system. That's been the industry marketing hype for years, but does it apply to you? Yours may be one of many companies that can do well with a simpler, less expensive IT setup. In Best-of-class Financial Systems: An Alternative to ERP , find out how a best-in-class financial system might deliver all the functionality you really need-with all these advantages over ERP: less expensive less complex easily Read More...
Discovery: Business Intelligence (BI) Competitor Analysis Report
This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and

financial ad hoc analysis   Read More...
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...

financial ad hoc analysis  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, Read More...

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