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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 proposal examples


Segregation of Duties and Its Role in Sarbanes-Oxley Compliance Issues
The Sarbanes-Oxley Act (SOX) requires publicly traded firms to demonstrate that their accounting and reporting practices are in compliance with regulatory

insurance proposal examples  standards Solvency II European insurance industry standards IFRS European accounting standards Office for Economic Co-operation and Development (OECD) principles EU agencies of internal controls GAAP US-based generally accepted accounting principles Table 1. Key audit control standards. Segregation of Duties Within SOX is a provision entitled Section 404. This section is a comprehensive list of accepted internal controls organizations must have in place to be deemed SOX-compliant. The list targets

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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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IT Sales Lead Generation: Understanding the Complex Sales Needs of the IT Industry


The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.

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Q2O Systems: Solutions for Quotation Management and Pricing Configuration


Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes for manufacturers with complex requirements. Their benefits include quotes that are quick and accurate, leading to increased customer satisfaction.

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Managing the Overflow of E-mails


Only effective e-mail management, together with records management and policies for employees on how to manage their e-mails, will help organizations deal with compliance regulations and potential litigation.

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The Basics of Quote-to-order Systems


Global competition means more choice for consumers and increasing customer demands. Manufacturers and distributors must develop a better understanding of what customers want so that they can configure, produce, and deliver products and services faster and more cost-effectively.

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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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Oracle Enhances JD Edwards EnterpriseOne at Its Partner Summit


Perhaps the best examples of continuing innovation in the existing Oracle ERP product lines were some announcements at the Oracle JD Edwards Partner Summit 2013. The event took place January 28 to February 1, 2013, in Broomfield, Colorado, with more than 600 partner attendees from 31 countries. Oracle announced the launch of Oracle’s JD Edwards EnterpriseOne Health and Safety Incident Management

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4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

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Examples of Microsoft .NET Enablement


SYSPRO and Epicor are examples of .NET-enabled legacy software systems that have partly been componentized (rewritten), with "wrappers" added to the rest so that the legacy functionality can be used and extended through Web services on the .NET Framework.

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Onboarding: Enhancing New Employee Clarity and Confidence


This white paper focuses on organizational practices designed to help maximize role clarity and role confidence for new employees. Examples for how to accelerate both role clarity and confidence for new employees and organizations employing these practices are described here.

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Instead of Discounting, Back Some Value Out of Your Proposal


Last minute discounting has become so prevalent that many companies have come to depend on it as their default sales strategy. Employing a go-to-market strategy of being the lowest cost provider is one thing, but dramatic, tactical discounting on every deal will erode your company's margins and leave you digging a deeper and deeper hole in which your company will ultimately bury itself.

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