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Software Functionality Revealed in Detail
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 financial investment planning


Getting Strategic Planning and Financial Planning in the Same Bailiwick
To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected

financial investment planning  into the planning process, financial executives can help operations evaluate when the projects should be funded. First, let's consider the different type of options and how they relate to strategic choices 5 : Table 4: Real Options in a Strategic Sense Real Options Similar 'Strategic' Option Growth options - investment creates future growth options above and beyond the returns generated by the initial investment Infrastructure projects such as investments in a new platform Timing options - delay

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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

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » financial investment planning

IT Investment Decision Making: Getting to "Yes"


Many technology sales cycles get bogged down in the IT department. But while it is unlikely that a sale will get anywhere without IT management buy-in, IT approval is no guarantee of success. Getting a “yes” requires accessing and influencing other decision-makers, especially in the finance department. And along the way, there are plenty of others who can say “no.”

financial investment planning  Final Investment Decision , Financial Investment Decision , Good Investment Decision , Influence Investment Decisions , Informed Investment Decision , Long Term Investment Decision , Make Better Investment Decisions , Make Informed Investment Decisions , Make Investment Decision , Moving Investment Decisions , Optimal Investment Decision , Own Investment Decisions , Optimum Investment Decision , Personal Investment Decisions , Project Investment Decisions . Many technology sales cycles get bogged down in Read More

Planning and Forecasting: Use Continuous Planning and Rolling Forecasts to Support Adaptive Management


Change may be the only constant in business. But why do so many companies lock themselves into a rigid system of annual plans, budgets, and targets that make rapid response to changing markets—and increasing competition—difficult, if not impossible? Discover how you can replace tedious annual planning cycles with regular business performance reviews and rolling forecasts, for more informed and accurate decision making.

financial investment planning  designed to help with financial and tax planning, the forecasts have evolved into an integral part of the strategic and investment planning process. It is important to note that forecasts are now completely separate from any form of target-setting or performance measurement; thus managers can give their best estimates based on an open and unbiased view of the most likely future outcome. According to financial controller Thomas Boesen, “[B]ecause forecasts are separated from any form of performance Read More

Enterprise Resource Planning Systems Audio Conference


This is a transcript of an audio conference on Enterprise Resource Planning Systems presented by TechnologyEvaluation.Com. The presentation used the TEC patented selection engine WebTESS to conduct a real time evaluation and selection. It then reviewed the critical differentiating ERP criteria, as well as detailed comparisons of the several major ERP vendors: SAP, Oracle, PeopleSoft, J.D. Edwards, Baan, Intentia, System Software Associates (SSA),Geac Computers, Industrial & Financial Systems (IFS), QAD, MAPICS, Symix Systems, Great Plains, and Lawson Software.

financial investment planning  disparate products; prolonged poor financial performance; affiliate channel shake-out; regaining market confidence; uncertain future R&D investment and product service & support after the acquisition. Intentia Intentia overtook the 7th largest ERP vendor position from languishing SSA, owing to its continued revenue growth over the recent years. Fiscal 1999 was however a challenging year, with declining license revenue and a hefty loss. Strengths : Versatile product functionality (both for discrete and pro Read More

Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part Two: Challenges and User Recommendations


Although CPM (aka EPM) starts with strong financial management, it will eventually extend beyond financial planning to almost all areas of corporate activity. Therefore, organizations choosing BI suites should consider both their financial management tools and future integration with key business-area solutions (for example, PLM, CRM, and SCM).

financial investment planning  which has created a financial statement reporting product, C-FAR , leveraging the years of implementation experience with former J.D. Edwards' World and OneWorld product lines (now part of PeopleSoft ), which has been a coveted but never penetrated market for FRx. User Recommendations When evaluating your current system determine the additional value that can be generated using the GL database. Look for a quick return on investment (ROI) because financial planning, budgeting, and reporting processes Read More

Supply Chain Planning in 2000: The Brains Behind Internet Fulfillment


The supply chain planning market will top $2.5 billion in 2000, driven in large part by the needs of Internet customer fulfillment.

financial investment planning  2 - SCP Market Financial Data SCP Vendor/Category 1997 1998 1999 2000 (est.) i2 Technologies 213.7 369.2 571.1 817 Manugistics Group 152.8 200.4 149.2 230 Aspen Technology 27.0 59.0 80.0 117 Logility 31.7 27.6 33.2 45 ERP 275 350 475 780 All Others (niche) 190 300 400 475 Total Revenue ($ billion) 0.89 1.31 1.71 2.46 Total revenue growth of the market 50% 47% 41% 44% Market Leaders Apart from revenues, the SCP market leaders are characterized by their broad product offerings, large client bases that Read More

Maintenance Planning... Getting Back to Basics


Proper maintenance planning is the first step in moving from a reactive to a proactive mode. Yet organizations continue to struggle with establishing proper planning processes. This paper provides back to basics perspective on the key elements of maintenance planning.

financial investment planning   Read More

4 Steps to Successful Succession Development Planning


So you’ve determined that you need to develop a succession planning strategy in anticipation of the retirement of key personnel. Now what? How do you identify and select the employees for development and who do you need to involve in the process? In her latest article, TEC human capital management (HCM) analyst Sherry Fox outlines key considerations and four essential steps to a successful succession planning initiative.

financial investment planning  succession planning,talent management software,recruiting software,succession software,business succession planning,small business succession planning,business succession planning checklist,business planning,business succession planning canada,succession planning for small business,business succession planning strategies,business transition planning,succession planning small business,succession planning business,business succession plan Read More

Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

financial investment planning  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 & Planning in your company, and develop an approach to a single repeatable financial planning cycle. Be in excellent company at the summit with the following confirmed speakers: Chief Read More

Align Financial Processes and Systems for Better Business Value and Compliance


Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical decisions.

financial investment planning  Financial Processes and Systems for Better Business Value and Compliance Financial business process professionals need to coordinate financial process life cycle activities in order to enhance the value of information within the business, and drive better execution of compliance measures. But too often, automation and integration gaps discourage their efforts. Download this report to learn how to integrate and automate these activities, and improve your ability to make strategic and tactical Read More

Managing Financial Performance: Closing the Gap Between Strategy and Execution


In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

financial investment planning  Financial Performance: Closing the Gap Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , Read More

How to Evaluate a Sales and Operation Planning System


The features available in today’s sales and operations planning (SOP) systems make these systems indispensable assets for an organization. Reporting tools and graphical representations are just a couple of these key features. Find out what else to look for in an SOP system.

financial investment planning  for them, be they financial or operational. If the KPIs on budget, inventory norms, sales forecasting error, etc. are built in, then they do not need to be configured from scratch. Furthermore, a visual representation of KPIs in graphs and dashboards helps top management to keep tabs on various “numbers.” Integration with Different Systems An SOP system should be able to integrate with different systems. Most organizations have a transactional system, which is usually an ERP system. Such systems are Read More

How to Select a Sales and Operations Planning (S&OP) System


Mature sales and operations planning (S&OP) is more than a sales forecasting or tactical planning tool. S&OP is a decision-making mechanism for aligning strategic plans with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for.

financial investment planning  with sales, operational, and financial plans. Download this TEC executive brief for pointers on selecting an S&OP system, information about how mature S&OP processes can help tackle critical business issues, and key S&OP system capabilities to look for. Read More