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Software Functionality Revealed in Detail
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 financial case study


Case Study: Financial Services Industry
The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card

financial case study  Study: Financial Services Industry The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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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

Financial Packages

Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.  

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Case Study: Diebold


Based in Canton, Ohio (US), Diebold provides automatic teller machines (ATMs), security systems, and integrated self-service solutions for the financial and retail industries. To accelerate technician training and assure regulatory compliance, Diebold integrated a learning management system (LMS) within its Oracle environment. Learn how Diebold’s solution reduced technicians’ speed-to-competency from 18 months to just 4.

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Case Study: LPEC


LPEC, a large Polish energy distributor, found its financial and bookkeeping system was obsolete. New systems didn’t offer the data integration the company needed, and so it implemented enterprise resource planning (ERP) software to address bookkeeping, fixed assets, and materials management, as well as logistics, purchase contracts, and fleet management. Find out how the ERP system allowed full integration of all data.

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Case Study: Zurn


Due to acquisitions, Zurn—manufacturer and distributor of plumbing products—was running three disparate enterprise resource planning (ERP) systems. Financial reporting and data sharing across business units was time-consuming. To handle current and future business needs, Zurn wanted an integrated ERP system that would provide up-to-date accounting, sales, and warehouse data. Find out about the integrated ERP Zurn chose.

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Case Study: Kempe Group


Kempe, a provider of innovative engineering solutions and services for a variety of industries, was using separate systems to manage the financial and operation aspects of the business. These systems were out of date and made accurate financial reporting almost impossible. With the help of a value-added reseller (VAR), Kepme implemented a centralized, integrated solution that stores information in real time. Learn more.

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Canadian Financial Executives Research Foundation


The Canadian Financial Executives Research Foundation (CFERF) is the research institute of Financial Executives International Canada (FEI Canada). CFERF studies financial management issues.

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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 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.

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Oracle Financial Analyzer to Hyperion Planning Migration


This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

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Case Study: 3form


3form, a manufacturer of resin panels used in high-design architectural projects, chose Infor Visual ERP for its flexibility and customizability to meet 3form's specific needs.

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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.

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Case Study: SABC




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