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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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 insurance financial auto


LMS Can Help Regulate Good Ethical Practices
When we talk about the benefits of learning management systems (LMS), training and employee competency usually come to mind. For that reason, LMS is often

insurance financial auto  licensing requirements in the insurance services) good ethical practices The advantage of an LMS in these cases, of course, is that you can record the state of your employees’ knowledge. Not only does this demonstrate to regulatory authorities that your staff has been properly trained, it also provides a measure of protection: should any of your employees violate a compliance requirement, you will have ammunition to demonstrate that the employee rather than your organization is at fault. If you’re

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance financial auto

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

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Governance of Federated Business Models


During the last twenty years, businesses migrated from vertical integration to a virtual model, outsourcing all their non-core functions. This has created challenges in aligning the strategies and activities of all these functions dispersed across the supply chain, each in separate legal entities. The next phase of evolution to emerge is the "dynamic federation", or federated supply chain which is governed differently than both vertical and virtual businesses.

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Global Trade Regulatory Software: Vendor Obstacles and User Recommendations


The acquisition of Vastera by JPMorgan Chase indicates that finance in GTM is just as important as the physical movement of goods. However, there are still a number of issues that need to be reconciled or at least addressed

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Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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Financial Packages Software Evaluation Report


This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This Software Evaluation Report in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

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Oracle Financial Analyzer to Hyperion Planning Migration


This paper focuses on identifying the similarities and differences between Oracle Financial Analyzer (OFA) and Hyperion Planning (HP). For users who are migrating, or thinking of migrating, to Hyperion Planning, strategies will be discussed to ensure their existing functionality can be replicated in HP. The paper is aimed at users who are familiar with OFA or similar multidimensional database applications.

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GMS Accounting and Financial Management System


The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user version, a 3–4 user version, and a 5-or-more user version, either in Access or SQL Server applications. GMS has add-on software that can be purchased in addition to the basic package, including accounts receivable (AR), purchase orders (POs), direct deposit, fixed assets, and report writer. GMS also has a myriad of additional supplements to enhance your reporting features and that fit specific applications within your agency. GMS is designed to handle activity accounting. It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common costs, general and administrative costs, indirect costs, fringe benefits, leave costs, and various specialized cost pools; and a variety of ways to comply with all major Office of Management and Budget (OMB) Circulars. Our clients are exclusively not-for-profit and public organizations. They range in size from two to more than 1,000 employees.      

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Dynamics GP: Financial Packages Competitor Analysis Report


This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

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Case Study: Celina Insurance Group


Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.

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Acumatica Financial Management Suite


The Acumatica Financial Suite includes a core set of applications that almost every organization uses, including general ledger, cash management, accounts receivable, accounts payable, tax management, and other functionality. Acumatica financials are designed for companies with complex requirements, but are easy to use in smaller organizations. The modules in the Financial Suite are integrated with each other and also with the other Acumatica suites.    

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