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Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part One: Executive Summary
Enterprise performance management (EPM) is an emerging portfolio of applications and methodologies with business intelligence (BI) architectures and

financial column  spreadsheet-like interface, can consolidate financial data from disparate accounting systems even if they use different code structures, fiscal years, or server sites. By pulling information already set up in the GL, the product automatically understands the fiscal periods, chart of accounts, detail transactions, and various types of balances. Due to built-in accounting intelligence, it even recognizes concepts such as current and year-to-date amounts, debit versus credit balances, positive and negative Read More
Financial Packages
Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.
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Documents related to » financial column


Stand Out in the Crowd
It pays to clearly and compellingly differentiate your products from those of your competitors. How will Microsoft Business Solutions differentiate its products

financial column  indifferent position for BI, financial analytics, ERP, accounting, and other B2B software companies. About the Author Lawson Abinanti is co-founder of Messages that Matter, a consulting firm that helps B2B software companies create compelling message strategies that build awareness and demand. Messages that Matter gives clients the knowledge and tools to develop powerful message strategies that differentiate products and services from those of the competition. Lawson has held strategic marketing Read More
The Three Cs of Successful Positioning Part Two: The Channel
One of the most effective and efficient ways to develop a successful marketing position for B2B software is to begin with the sales channel, especially if you

financial column  need to do extensive financial and management reporting. In fact, in many cases, we were the only company who could accommodate their large account structure and complex reporting requirements. I wasn't just saying this to clinch a sale. This profile was critical in our success in finding and winning the right kind of deals where our product would do a great job for the right customer. Good sales professionals—whether your own or your VAR's—will be able to quickly describe the ideal prospect, often Read More
Maximizer CRM Version 12 Gets TEC Certified
Headquartered in Vancouver, BC (Canada), with worldwide offices and business partners, privately owned Maximizer Software delivers customer relationship

financial column  industry verticals including education, financial services, healthcare, manufacturing, and wholesale distribution (to name a few). Some of its clients include HSBC, Oxford University, Siemens, and TD Securities. For more information about Maximizer, please visit our Vendor Showcase . Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms including Web, mobile, and desktop. It offers simple-to-use list-based views (much like Read More
Customer Relationship Management for IT Professionals
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and

financial column  and respond to the financial analyst's request for better performance from the workgroup server? How did IT get into the position of having to refuse the earlier server request? What suggested that the tax reduction Trojan Horse would work? Why did the tax issue lie as a dormant issue in three divisions without IT attention? The root cause lay in failure to address the four customer and three supplier relationship issues listed above. The customer (financial analyst) did not trust the supplier (IT) to Read More
Salesforce.com Offers Financial Industry Solutions
Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers

financial column  com Offers Financial Industry Solutions Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life Read More
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

financial column  Your Financial Transaction Secure? Event Summary You want to start doing on-line banking but you keep hearing about information security incidents that make you skeptical of the process. How do you know if your financial institution has done due diligence to protect your assets from wily hackers, cavalier administrators, and other information technology sepulchers? If a large sum of money disappeared from your account, and banking records indicated that you made the withdrawal, but you know you didn't, Read More
Epicor ERP: 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 column  ERP: 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
Workday Update 18-Enhanced Financial and Workforce Management Capabilities
In an analyst webinar, Workday announced Update 18 of its Workday solution, which proposes enhancements for financial management, workforce engagement

financial column  Update 18-Enhanced Financial and Workforce Management Capabilities In an analyst webinar, Workday announced Update 18 of its Workday solution, which proposes enhancements for financial management, workforce engagement, performance management, and flexibility. In 2012, Workday had three significant updates demonstrating sustained efforts to advance its product at a fast pace. Furthermore, the update contains more than 100 new items, 60 of which address client feedback that was collected through the Read More
A Pocket Guide for Financial Services
You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and

financial column  Pocket Guide for Financial Services You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS). Read More
SAP ERP: 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 column  ERP: 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
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 column  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
Use Financial Analytics Solutions for Bigger Profits
And you can learn about it in the executive brief financial analysis clears the profit haze.

financial column  Financial Analytics Solutions for Bigger Profits Does it ever seem like you're shooting in the dark when it comes to making business decisions? You may get that feeling if you have only limited visibility into your company's financial state. Or if you have to rely on spreadsheets that contain errors and inconsistencies. Or if you're getting too many versions of the truth when it comes to analyzing your company's performance. If factors like these are creating a haze that's obscuring the true state Read More
Employee Fraud within Financial Services
Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible

financial column  Fraud within Financial Services Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem. Read More
Standards for Financial Plans
Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet

financial column  for Financial Plans Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans. Read More

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