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Documents related to » financial overview


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.

FINANCIAL OVERVIEW: Financial Reporting—Who Needs It? Financial Reporting—Who Needs It? Jorge García - June 14, 2011 Read Comments 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 to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they
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...

FINANCIAL OVERVIEW: 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

Sage SalesLogix v7.5.2: An Overview » The TEC Blog
Sage SalesLogix v7.5.2: An Overview » The TEC Blog TEC Blog     TEC Home     About TEC     Contact Us     About the Bloggers     Follow TEC on Twitter    RSS   Discussing Enterprise Software and Selection --> Fast, Accurate Software Evaluations TEC helps enterprises evaluate and select software solutions that meet their exacting needs by empowering purchasers with the tools, research, and expertise to make an ideal decision. Your software selection starts here. Learn more about TEC s

FINANCIAL OVERVIEW: CRM, Mobile, new version, Sage, SalesLogix, v5.6, v7.5.2, TEC, Technology Evaluation, Technology Evaluation Centers, Technology Evaluation Centers Inc., blog, analyst, enterprise software, decision support.
15-01-2010

Standards for Financial Plans
Discover the standards for financial plans.You'll wonder how you ever managed without it.Free white papers 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.

FINANCIAL OVERVIEW: Standards for Financial Plans Standards for Financial Plans Source: Alight Document Type: White Paper Description: 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
3/23/2010 1:21:00 PM

FAXCOM in Financial Services: Optimizing Business Workflow
Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial institutions optimize workflow and business processes—organizing and reducing paperwork backlog.

FINANCIAL OVERVIEW: FAXCOM in Financial Services: Optimizing Business Workflow FAXCOM in Financial Services: Optimizing Business Workflow Source: Biscom Inc. Document Type: White Paper Description: Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial
9/26/2007 11:17:00 AM

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 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.

FINANCIAL OVERVIEW: Management Drives Profitability in Financial Services Customer Process Management Drives Profitability in Financial Services Source: Aptean Document Type: White Paper Description: 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
5/10/2007 3:26:00 PM

Block Unprecendented Assault on Your Customers Personal and Financial Data
Find out more in winning the pci compliance battle, a practical guide to pci compliance, including a comprehensive plan for the secure handling, pr...

FINANCIAL OVERVIEW: Your Customers Personal and Financial Data Block Unprecendented Assault on Your Customers Personal and Financial Data If some of the biggest names can get caught off guard, how can you prevent it from happening to you? Bank of America, Citigroup, Polo Ralph Lauren, Hotels.com, and CardSystems Solutions have all suffered negative publicity and financial losses due to a major data security breach. You can protect yourself—with the industry s easiest, most cost-effective and highly automated solution
12/29/2008

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 cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan

FINANCIAL OVERVIEW: Getting Strategic Planning and Financial Planning in the Same Bailiwick Getting Strategic Planning and Financial Planning in the Same Bailiwick John Diezemann - October 1, 1999 Read Comments By partnering with operations on balanced scorecard initiatives, financial managers are helping their companies focus on critical business processes and gain consensus on the critical set of measures to help drive desired business results. In addition, with the explosion of Enterprise Resource Planning (ERP) and
10/1/1999

Accupointe Company Overview
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FINANCIAL OVERVIEW: Accupointe Company Overview Accupointe Company Overview Source: AccuPointe, Inc. Document Type: Brochure Description: ... Accupointe Company Overview style= border-width:0px; />   comments powered by Disqus Source: AccuPointe, Inc. Learn more about AccuPointe, Inc. Readers who downloaded this brochure also read these popular documents! Extending BI’s Reach: Anticipate Outcomes, Forecast Results, and Respond Proactively Sales Process Map Best Practices for ERP Implementation Best Practices for Fixed
7/22/2010 12:56:00 PM

Perfect Orders: Improving Customer Satisfaction and Financial Results
If you don't measure it, you can't improve it. For owners, the traditional measure is profit. For customer satisfaction, the perfect order index is useful. Manufacturers and distributors must keep two groups satisfied—customers and owners. They are connected—what improves the satisfaction of one group can impact the satisfaction of the other. Only through measuring the satisfaction of both groups can these sometime conflicting groups be balanced. Owners watch earnings and return on investment. One way to measure customer satisfaction is with the perfect order index.

FINANCIAL OVERVIEW: Improving Customer Satisfaction and Financial Results Perfect Orders: Improving Customer Satisfaction and Financial Results Olin Thompson - January 10, 2011 Read Comments The management of any company has two key groups to satisfy. The first is customers. If your customers are not satisfied, they stop buying your product. The second group is owners (shareholders, co-op members, family, etc). If this group is not satisfied, management is replaced or the business is sold or even shut down. Dissatisfaction
2/1/2011 8:54:00 AM

Evaluating Financial Management Software: Is It Time for a Change?
Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you face with your current financial management software—and find out how you can overcome them with an upgrade.

FINANCIAL OVERVIEW: Evaluating Financial Management Software: Is It Time for a Change? Evaluating Financial Management Software: Is It Time for a Change? Source: Microsoft Document Type: White Paper Description: Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you
2/28/2008 12:02:00 PM


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