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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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 professional tax preparation


Managing Transaction Tax Audit Risk: How to Protect Precious Cash Flow by Proactively Addressing Audits
Even in the best economic times, businesses must be vigilant against unnecessary costs and risks. But not just businesses need to be vigilant@states and other

professional tax preparation  determination, calculation and reporting Professional tax services and counsel Until now, however, no single vendor has offered a comprehensive outsourced solution that covers the complete sales and use tax compliance cycle, end to end — starting with expert research and automatic determinations and extending to full documentation and professional audit support from CPAs, tax analysts, former auditors, and tax attorneys when you have to prove your compliance. It is this advantage that Sabrix now brings

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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

PPM for Professional Services Automation

A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects. 

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Meeting Intuit at Dreamforce 2012


Whether pandering to their voting blocks, politicians in this election cycle often say that most innovation takes place in small businesses. Indeed, how many times have we heard a statement to the effect of “The entrepreneurial spirit is a critical part of the global workforce and gross domestic product”? Yet small to medium business (SMB)-driven innovation often gets overlooked, as large

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Scala and Microsoft Become (Not So) Strange CRM Bedfellows


The Scala and Microsoft alliance in the CRM arena has merits of mutual benefits, particularly in the short to medium term, but due to vacillating motives of the participants that compete in the other enterprise applications fields, will it last? For the time being, Microsoft will likely be content to help Scala attack or keep the satellite divisions of its bigger competitors, particularly those of their common rival - SAP.

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Top 10 Considerations When Changing Payroll Software


When choosing a payroll software vendor, there are numerous considerations that must be taken into account when narrowing down the choices. Obviously, you have to decide on a software that meets your needs within budget. However, it’s just as important to consider the other factors that can make a huge impact on the overall success of your payroll software selection.

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NetSuite SRP—Catering to Both Service and Product Companies


At SuiteWorld 2014, NetSuite announced its new services resource planning (SRP) solution, which addresses all the needs of both services- and product- based businesses. Get all the details in P.J.'s fourth write-up from the conference.

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NetSuite OpenAir PPM for PSA Certification Report


NetSuite OpenAir is now certified by TEC in the project portfolio management for professional services automation (PPM for PSA) software space.

To achieve TEC certification, NetSuite provided an extensive demonstration on the latest OpenAir version to TEC. During the first part of the product demonstration, NetSuite was asked to demonstrate OpenAir’s user interface, usability, customization, and underlying business platform support (including reporting, document management, and workflows). In the second part of the demonstration, NetSuite performed the live execution of a suite of real-world business process scenarios, covering project definition and management, enterprise portfolio management, resource management, time and expense management, and project accounting.

TEC Senior ERP Analyst Ted Rohm takes an in-depth look at NetSuite OpenAir in this report on the certification, including product history, product highlights, a comprehensive functionality review, business platform support, and more. Detailed functionality graphs comparing NetSuite OpenAir to competitor solutions are also included for seven major functionality areas for PPM for PSA solutions.

After a thorough analysis, TEC concludes that OpenAir provides all the key functionality needed by a professional services organization to support its business operations, including comprehensive project management, resource management, time and expense management, and project accounting functionality. In 2014, NetSuite OpenAir PSA received the CODiE Award for "Best Project Management Solution" from the Software and Information Industry Association (SIIA). Find out why in the full NetSuite OpenAir certification report, available now.

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Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

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Zavanti ERP Certification Report


Zavanti ERP is now certified by TEC in the enterprise resource planning (ERP) for services and project portfolio management for professional services automation (PPM for PSA) software spaces.

The Zavanti ERP system is purpose-built for its target industries: property developers, commercial and residential builders, property management companies, and professional services firms (engineering, architecture, contractors, and consultants). The Zavanti ERP suite with integrated financials assists with the control and management of business operations, and the system modules all work together seamlessly so that information only has to be entered once to be available across the entire system.

The core enterprise resource planning (ERP) system has been developed in-house by Zavanti, whereas the front-end customer relationship management (CRM) system is an adaptation of MS Dynamics CRM for the real estate and professional services industries, acquired in March 2014. The Feasibility module was developed recently in response to real estate clients’ requirements to automate some of the processes for feasibility modeling and analysis.

Based on TEC’s comprehensive software functionality comparison data, Zavanti ERP ranks as a stronger than average solution when compared against other products in the ERP for services and PPM for PSA solution spaces. According to TEC Senior ERP Analyst Ted Rohm, author of the report, Zavanti ERP is a well-rounded solution with strong capabilities to support portfolio and project management; resource planning and scheduling; opportunity, contact, and contract management; time and expense management; budgeting, costing, and billing; and fully capable back-office functionality.

Find out why in the Zavanti ERP TEC certification report, including a product roadmap, key product differentiators, and detailed functionality graphs comparing Zavanti ERP to competitor solutions in the major functionality areas for PPM for PSA and ERP for services solutions.

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Four Reasons Why QuickBooks Is Failing Your Services Business


This white paper draws on real-world stories of small and medium-sized professional services organizations (PSOs) that have upgraded from QuickBooks at critical junctures in their development. It also outlines four common business process inefficiencies that you might see reflected in your own business—the reasons why QuickBooks may be failing your services organization.

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Killer Key Performance Indicators for Professional Services


With the growing significance of services to the bottom line, it’s never been more important to effectively monitor, measure, and manage your services business. Knowing which key performance indicators (KPI) can help drive success and contribute to your bottom line is essential. But with over 150 KPIs available, where do you start? Discover how these few small key improvements can help your service business performance.

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Fixed Assets Management: What You Need to Know


When managing fixed assets, you must follow Generally Accepted Accounting Principles (GAAP) for financial statement reporting, and you must follow the IRS tax codes and regulations for income tax reporting. Each has its own set of rules and requirements. This e-book explains the differences between GAAP principles and IRS regulations for fixed assets management, and provides a list of best practices to follow.

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