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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 flow chart banking


A Customer Relationship Management Solution Aims To Cover all the Bases
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality

flow chart banking  Surado CRM 5.0 Dynamic Workflows Surado CRM interactive workflows include a graphical user interface (GUI) designer that lets managers design various business processes graphically, to help guide representatives through processes such as handling customer inquiries or complex internal procedures. Many vendors define process automation as workflow. However, Surado CRM interactive workflows are not simply process automation represented through GUIs. Users can drag and drop objects, create links between

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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 » flow chart banking

AuraPortal: A BPM Vendor Worth Checking Out


AuraPortal, a new business process management (BPM) vendor, offers a solution that creates business process execution models without the need for heavy IT programming. In this article, Principal Analyst P.J. Jakovljevic gives inside view of the vendor’s development strategies and the broad scope of BPM suite’s modules, and discusses how the system’s differentiating features addresses the diverse needs of its customers.

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ERP Systems Buyer’s Guide


The implementation of an enterprise resource planning (ERP) system to automate business processes is a strategic investment. Buying the right system and choosing the best vendor for you are critical to a successful ERP implementation. As a decision maker, you need to quickly identify your ERP requirements, effectively communicate these needs to vendors, and successfully compare various product alternatives. Learn how.

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Not Small Change: World-class Financial Automation Delivers Dramatic Benefits


Automating finance processes—such as closing the books, reporting, and other labor-intensive processes—reduces finance costs. By streamlining financial processes, you can spend more time on higher-value responsibilities and help ensure your company has a competitive advantage. Find out about the financial solutions many financial managers are implementing to automate their financial processes and financial transactions.

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TradeBeam Keeps on Rounding Out Its GTM Set


TradeBeam strategic expansion, which covers the entire life cycle of global trade across order, logistics and financial settlement activities, seeks to improve operating efficiencies and working capital.

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CorrigoNet™ and CorrigoConnect™


CorrigoNet is a web and wireless enterprise work order and service management application that coordinates a real-time flow of informatoin between customers, service delivery staff, and management, regardless of communication platform. Up to fifteen add-on modules, addressing specific industry and business needs, can be added to the core product. Enterprise customers deploy Corrigo's applications on either an ASP or self-hosted model. CorrigoConnect, sold through Nextel Communications Inc., is Web-based work order and dispatch management solution for small and medium service organizations. It connects dispatch, field staff, and management via the Internet through Nextel's Internet-ready phones. Billing is a line item on the company's Nextel monthly statement. Seven add-on modules are available and deployment of CorrigoConnect is by ASP only. Additionally, Corrigo offers implementation, integration, and educational services based upon web-based self-help or on a highly customized consultative model, depending on each company's business requirements.  

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CAD Model Quality Testing


With 3-D computer-aided design (CAD) models taking on a broader and more significant role in the development of new products, CAD files must flow smoothly into downstream applications. Sometimes, however, errors do occur. An off-the-shelf software tool can detect problems in the design stage so they aren’t discovered at a crucial moment in the manufacturing process, when it may be costly—or even too late—to correct them.

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Saks Inc.


Learn how Saks Inc. leveraged flow-through operations in its distribution center to move 90 percent of its goods automatically, without human intervention to get merchandise to its stores faster, while taking inventory out of the system.

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Line Design in Oracle Flow Manufacturing


You have convinced upper management that flow manufacturing will enable your company to leapfrog the competition. You have appointed a flow process leader, and selected a line for your flow pilot. Now it’s time to physically perform your first line implementation. The big question is, what exactly do you need to do to make the transition from discrete to flow?

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Bank of America


Bank of America is a multinational banking and financial services company. It has a retail banking footprint that covers approximately 80 percent of the U.S. population and serves approximately 57 million consumer and small business relationships at 5,600 banking centers and 16,200 automated teller machines (ATMs).

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Pull vs Push: a Discussion of Lean, JIT, Flow, and Traditional MRP Part Two: Challenges and User Recommendations


While lean/flow leverages practices to stay ahead of actual demand, traditional approaches better coordinate secondary, back-office systems like accounting and HR. Moreover, flow should be a company-wide strategy that impacts more than manufacturing.

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