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Documents related to » financial policies samples


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 POLICIES SAMPLES: 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

Financial ISV Partnership
Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a more complete product.

FINANCIAL POLICIES SAMPLES: Financial ISV Partnership Financial ISV Partnership Source: Xoriant Corporation Document Type: White Paper Description: Increasingly complex financial instruments, a global customer base, and a more stringent regulatory environment are making financial services companies more dependent on cutting-edge software products to maintain their lead in the markets. This white paper discusses the ways for financial services companies to create a strategic partnership with a specialist service provider to provide a
3/4/2010 4:31:00 AM

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 POLICIES SAMPLES: 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

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 POLICIES SAMPLES: 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

Use Financial Analytics Solutions for Bigger Profits
And you can learn about it in the executive brief financial analysis clears the profit haze.

FINANCIAL POLICIES SAMPLES: Use Financial Analytics Solutions for Bigger Profits Use 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
5/10/2009

AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR
PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew it was time to get automated. Since deploying OCR for AnyDoc (an optical character recognition solution), PSCU has realized an annual savings of $125,000 (USD).

FINANCIAL POLICIES SAMPLES: Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR Source: AnyDoc Software, Inc. Document Type: Case Study Description: PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew
11/28/2007 2:39:00 PM

Great Plains Reports Financial Results for the Second Quarter
On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the same period last fiscal year. Revenues from the Great Plains platform products, Dynamics and eEnterprise, grew 54% to $45.8 million in the quarter.

FINANCIAL POLICIES SAMPLES: Great Plains Reports Financial Results for the Second Quarter Great Plains Reports Financial Results for the Second Quarter P.J. Jakovljevic - January 12, 2000 Read Comments Event Summary On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the
1/12/2000

The 1 Percent Solution: How to Drive Your Financial Performance
There are seven core operational measures that can be leveraged to fine-tune a company’s business processes and achieve a higher return on capital employed (RoCE). Even modest gains in these measurements can spur a significant increase in RoCE. If the level of performance against each core operational measure rises by just one percentage point, for example, RoCE can nearly double.

FINANCIAL POLICIES SAMPLES: How to Drive Your Financial Performance The 1 Percent Solution: How to Drive Your Financial Performance Source: Infor Document Type: White Paper Description: There are seven core operational measures that can be leveraged to fine-tune a company’s business processes and achieve a higher return on capital employed (RoCE). Even modest gains in these measurements can spur a significant increase in RoCE. If the level of performance against each core operational measure rises by just one percentage point,
4/23/2007 1:18:00 PM

Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green
Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green. Download current Guides about Enterprise Asset Management Strategies Progressive companies are discovering that they can optimize processes and assets to make the best use of resources, reduce negative impact on the environment, and strengthen business results—all at the same time. Improving enterprise asset management (EAM) processes provides opportunities for you to create less waste, reduce resource use, and decrease emissions. Find out how you can take advantage of EAM’s benefits.

FINANCIAL POLICIES SAMPLES: Strategies: Creating Social and Financial Value by Going Green Enterprise Asset Management Strategies: Creating Social and Financial Value by Going Green Source: Infor Document Type: White Paper Description: Progressive companies are discovering that they can optimize processes and assets to make the best use of resources, reduce negative impact on the environment, and strengthen business results—all at the same time. Improving enterprise asset management (EAM) processes provides opportunities for you
5/7/2008 3:02:00 PM

Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software
Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to determine the best-fit service provider for their implementation needs. Based on information provided to TEC by GMS Accounting Management Software (GMS) and its clients, this report focuses on real-life implementation projects delivered by the service provider to three of its existing clients.

FINANCIAL POLICIES SAMPLES: Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Accounting and Financial Packages Accreditation Report: GMS Accounting Management Software Source: Technology Evaluation Centers Document Type: Accreditation Report Description: Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to
11/30/2011 3:27:00 PM

Financial Planning: Mastering the Key Value Drivers
In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer performance management (CPM) solution—one that takes compliance into consideration.

FINANCIAL POLICIES SAMPLES: Financial Planning: Mastering the Key Value Drivers Financial Planning: Mastering the Key Value Drivers Source: Tagetik Document Type: White Paper Description: In business, planning plays a fundamental role in analyzing and forecasting key financial data. While forecasting future events is one benefit of planning, it can also be used to achieve a series of objectives, including regulatory compliance. In order to achieve these objectives, companies should consider implementing a unified customer
8/3/2007 5:05:00 AM


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