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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 process flow


The Financial Close: Optimizing Performance and Driving Financial Excellence
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting@and

financial process flow  to achieve a right-first-time financial close process is a critical hindrance to faster reporting cycles. It's linked to manual data entry, late delivery from reporting units, a lack of validation and controls, poor integration with source systems, and a lack of integration across multiple close processes. Data needs to be collected from different charts of accounts and multiple sources, including ledger systems, HR systems, and spreadsheets, and once collected, normalized into a common chart of

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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

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » financial process flow

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 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.

financial process flow  solution for Salesforce1 for Financial Services is a new lead and referral engine for retail banking to automate the process of identifying and nurturing prospective clients across every interaction with customer service reps, lenders, bank officers, and sales and marketing teams. Leads across any channel including social, mobile and Web will be captured automatically and tracked to give retail banks a single view of all prospective customers in order to build 1:1 experiences.   In addition, leveraging Read More

Process Manufacturing Software: A Primer


This article defines process manufacturing; discusses its formulation, packaging, and pricing issues; talks about interfaces; and provides cautions and caveats.

financial process flow  and, of course, the financial competence of the vendor to remain afloat and in business. It is unlikely that you will have no reliance on the vendor for support. Consequently, no matter how good the software performs, nothing can replace that queasy feeling generated by an unstable vendor. Check your sources thoroughly; obtain an outside, independent opinion of the vendor's fiscal stability; and nail the vendor down on a timetable of future releases and what functionality they will provide. You will feel Read More

Financial Analysis Clears the “Profit Haze”


Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward future growth. Learn how financial analysis solutions enhance the value of your existing business support systems, and distill enterprise-wide information to answer the question: How can we increase revenue, maximize profits, and increase our competitive advantage?

financial process flow  Without some form of financial foundation and process in place, you cannot expect to implement a financial analysis solution and meet all of your challenges overnight. Technology eliminates the manual manipulation of data, resulting in greater efficiencies and business agility, reduced cost, and reduced errors. It also solves the issue of the disconnects in the company: disconnects between finance and the business, disconnects between various units within the business, and disconnects between various Read More

Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance


Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in your financial processes stands at the heart of a broader initiative known as governance, risk, and compliance (GRC). Learn why embedding the components of GRC within your financial processes can help you track financial flows and alert you when things might go awry.

financial process flow  Financial Processes , Speeds Financial Process , Financial Process Automation , Financial Processes Increases , Improving Your Financial Processes , Audit of Key Financial Processes , Explore Financial Practices and Processes , Managing Financial Processes , Financial Management Solutions , Benchmarking Improving Major Financial Processes , Consolidated and Efficient Finance Processes , Webcast Financial Process Automation , Optimising Your Financial Processes , Future of Financial Processes , Pay and Read More

The Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms


This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support your organization’s changing processes, and a descriptive checklist for soliciting such information.

financial process flow  Best-of-class Financial Systems Strategy: An Alternative to ERP Platforms This white paper features insight about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution. Also featured in this white paper: suggestions for identifying financial system functionality that will support your organization’s changing processes, and a descriptive checklist for soliciting such information. Read More

2011 Buyer's Guide to Accounting and Financial Software


Learn more about theadvantages of the new generation of finance and accounting systems in The 2011 Buyer's Guide to Accounting and Financial Software...

financial process flow  Guide to Accounting and Financial Software 2011 Buyer's Guide to Accounting and Financial Software Is your organization using antiquated financial and accounting software? The answer is likely yes. Virtually every major financial and accounting solution can trace its roots to the late 1980s transition from DOS to Windows. Modern finance and accounting systems are now designed for today's Internet-driven, always-on, always-connected, fast-changing world. Learn more about the advantages of the new Read More

NPDI - Process Support: Implications for Supply Chain Teams


The key to success is an effective, collaborative NPDI process. New product development and introduction (NPDI) is the process of managing all activities and resources to bring a new product to market that meets customer needs and supports the business goals.

financial process flow  - Process Support: Implications for Supply Chain Teams The key to success is an effective, collaborative NPDI process. New product development and introduction (NPDI) is the process of managing all activities and resources to bring a new product to market that meets customer needs and supports the business goals. Read More

Business Process Outsourcing (BPO)


Business process outsourcing (BPO) services manage critical front- and back-office processes that can include human resources and accounting as well as customer-related services such as contact center services.

financial process flow  Process Outsourcing (BPO) Business process outsourcing (BPO) services manage critical front- and back-office processes that can include human resources and accounting as well as customer-related services such as contact center services. Read More

Core PLM for Process Industries


The foundation of product lifecycle management (PLM) for the process (or recipe-based) manufacturing industries is product data management (PDM). It covers design and product-related aspects of PLM including management of material specifications, recipes, formulas, production processes, design tools, document management, and collaboration.

financial process flow  PLM for Process Industries The foundation of product lifecycle management (PLM) for the process (or recipe-based) manufacturing industries is product data management (PDM). It covers design and product-related aspects of PLM including management of material specifications, recipes, formulas, production processes, design tools, document management, and collaboration. Read More

Bizagi BPM Suite 9.1.6 Business Process Management Certification Report


Bizagi BPM Suite 9.1.6 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Project Portfolio Management 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.

financial process flow  BPM Suite 9.1.6 Business Process Management Certification Report Bizagi BPM Suite 9.1.6 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Project Portfolio Management 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 Read More

Business Process Modeling (BPM) Express


TEC’s BPM Express projects include a modified business process modeling (BPM) exercise that supports an accelerated evaluation and selection project.

financial process flow  Process Modeling (BPM) Express TEC’s BPM Express projects include a modified business process modeling (BPM) exercise that supports an accelerated evaluation and selection project. Read More

Oracle Financial Analytics


Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions.  

financial process flow  Financial Analytics Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions. Read More

Sage 500 ERP for Process Manufacturing ERP Certification Report


Sage 500 ERP (formerly Sage ERP MAS 500) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the Process Manufacturing ERP 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.

financial process flow  500 ERP for Process Manufacturing ERP Certification Report Sage 500 ERP (formerly Sage ERP MAS 500) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the Process Manufacturing ERP 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, Read More