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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.
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 financial planning case studies


Managing Your Supply Chain Using Microsoft Axapta: A Book Excerpt Part Four: Guidelines and Case Studies
The lack of effective game plans is typically cited as a leading cause of poor system implementation. The following guidelines provide suggestions for improving

financial planning case studies  to graphs and charts—for financial and operational metrics. For example, the set of sales forecast data provides the basis for planned sales while shipment history defines actual sales. Business analytics can also highlight key performance indicators about operational metrics, such as on-time shipping percentages, production performance, and vendor performance. Case Studies Case #25: S&OP Simulations . The All-and-Anything company required simulations to assess the impact of changing demands and

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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

Process Manufacturing (ERP)

The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today's leading ERP systems group all traditional company management functions (finance, sales, manufacturing, human resources) and include, with varying degrees of acceptance and skill, many solutions that were formerly considered peripheral (product data management (PDM), warehouse management, manufacturing execution system (MES), reporting, etc.). While during the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-Business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The old adage is "Such a beginning, such an end", and, consequently, many ERP systems' failures could be traced back to a bad software selection. The foundation of any ERP implementation must be a proper exercise of aligning customers' IT technology with their business strategy, and subsequent software selection. This is the perfect time to create the business case and energize the entire organization towards the vision sharing and a buy in, both being the Key Success Factors (KSFs). Yet, these steps are very often neglected despite the amount of expert literature and articles that emphasize their importance.    

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Documents related to » financial planning case studies

Improving Intercompany Reconciliation for a Faster Close: Driving Financial Excellence


Are you moving beyond the need to comply with legislation like the Sarbanes-Oxley Act (SOX), to focus instead on driving sustainability and control in your processes? Do you have an initiative to support the fast close—or does your ability to complete your accounting cycles and close your books need a boost? Learn about technology and a methodology that can help you deal with the intercompany reconciliation challenge.

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Sales and Operations Planning Part Three: Game Plan Guidelines


Effective game plans lead to improved firm performance and bottom line results. Metrics include reductions in stock-outs, delivery lead-time, missed shipments, partial shipments, expediting efforts, and improvements in customer service. This is an excerpt from the book Managing Your Supply Chain Using Microsoft Navision.

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Contributing to the Rejuvenation of Legacy Systems in the Enterprise Resource Planning Field


With its focus on service-oriented architecture, SSA Global appears to be sticking to its pledge to protect the user's investment as much as it can, while still modernizing the users' applications.

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Successful Sales and Operations Planning in Five Steps


A sales and operations planning (S&OP) meeting is a critical decision-making activity that sets the overall direction for the company. Executives discuss trade-offs between customer service, inventory investments, production capabilities, supply availability, and distribution concerns, in order to balance generating profit with satisfying operational goals. Learn the five essential steps for successful S&OP planning.

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Case Study: Champion Plastics


Champion Plastics chose enterprise resource planning (ERP) from the Plex Manufacturing Cloud. This case study outlines how this decision impacted Champion Plastics’ efficiency, quality, and scheduling.

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From Transaction to Transformation: How Financial Software Keeps Pace with Business


As finance departments face increased expectations to play a strategic role in their enterprise’s development, finance executives look to financial software solutions to help increase growth and manage resources. But when most software solutions support standard business requirements, how do you choose the one that is best suited to your company?

In this report, TEC's senior research analyst Aleksey Osintsev looks at the rising importance of choosing the right accounting and financial software suite and how to approach the evaluation of a modern financial management solution. Financial applications are outlined and compared, including Sage ERP X3, Infor EFM, and Oracle E-Business Suite.

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Client Case Study: InWear


InWear turned to Zmags for a self-service digital publishing solution for its shoppable catalogs. See the case study.

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Oracle JD Edwards EnterpriseOne 9.0 for Financial Packages Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of accounting solutions in the Financial Packages Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Reduce the Pain of ERP Upgrades with Better Planning


In the white paper reduce the pain of ERP upgrades with better planning, you'll learn how to create a successful upgrade plan, with steps for impl...

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Three Steps to Strategic Planning Excellence in Wholesale Distribution Companies


A strategic planning process is critical for distribution companies. Not unlike personal financial planning, distribution executives have to select the best investments needed now to create profitable growth in the future. If you fail to make the right commitments at the right time, you will miss opportunities and increase your risk. This paper outlines a set of core analytics customized for wholesaler distributors.

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