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CRM for Financial and Insurance Markets
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&n...
 

 request for proposal banking


Facilities Management is Moving Forward with Technology
Information is one of the most valuable resources for facilities management departments, so it’s essential to have a process that lets you achieve full value

request for proposal banking  year return on investment. Request for Proposals Having decided on fiscal budget, if you choose to you can create a Request for Proposal. Choice should involve checking vendors’ economic stability and experience with your market sector. Ask for a project plan demonstrating understanding of your needs and requirements. Ownership of the source code is a plus, while full technical support, project management and post sales support are key. Check also roadmap plans, the mechanism for escalating issues, and

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Discrete Enterprise Resource Planning (Discrete ERP) RFI / RFP Template

Financials, Human Resources, Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology Get this template

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CRM for Financial and Insurance Markets
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&n...

Documents related to » request for proposal banking

Creating a Business from a Project


Many software services companies are not able to turn their individual project successes into a line of business that brings in additional revenue streams. At the root of this is the simplistic assumption that "if you build, they will come."

request for proposal banking  responding to every PeopleSoft request for proposal (RFP) (about seven over two years) received from the sales force, the project team had made no other effort to acquire new customers. This is not an isolated incident. There are many software services companies that are not able to replicate their success in an individual project to create a line of business (LOB) that brings in additional revenue streams. The root cause of this problem is the simplistic assumption that if you build, they will come. Read More

The Case of A Boutique Vendor's Benefits of Focus - IRM Corporation


A tightly focused vendor, IRM Corporation, has fine tuned its products, services, its sales process and even its commercial terms to match the realities of its sole market – food manufacturers who sell to the foodservice and vending markets.

request for proposal banking  channel. PromoAssist expedites the request, submission, approval, confirmation, and payment processes associated with all promotional activity (e.g., spending analysis, payment history, multiple promotions' views (i.e., by date, by status, by region, by distributor, and more), etc.), without the need for any paper forms or documents. It provides workflow for approvals and analysis of the promotional events, and it also integrates with other IRM services to combine promotion with Sales Discovery Read More

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 standards. Section 404 of SOX addresses the concept and practice of segregation of duties—a key aspect of this legislation, and the focus of this article.

request for proposal banking  as part of the request for proposal (RFP) process to ensure that the proposed vendor's solution adheres to known financial-reporting and compliance standards in its industry. When interfacing a new solution with a legacy application or with an internally developed in-house system, the COBIT and SOX models should be the fundamental criteria for assessing whether the new system meets your organization's compliance and financial-reporting requirements. Following are some additional points to consider: Data Read More

It’s the Time to Master Your Master Data


A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

request for proposal banking  Technology Evaluation Centers’ PIM Request for Proposal (RFP) Template helpful (click here to download a free sample). Although urgent MDM needs mostly come from customer data and product data, MDM initiatives in material master data, supplier master data, and even human resources (HR) master data are also seen. As to the future of MDM, my humble opinion is that, one day, today’s MDM may disappear if every piece of data is stored only once but can be accessed conveniently, efficiently, and securely Read More

Enterprise Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses?


In the past, enterprise resource planning (ERP) initiatives were far too costly for smaller organizations to consider. However, a trend has recently emerged where software vendors are now offering software-as-a-service business models for ERP implementation to even the smallest organizations.

request for proposal banking  Resource Planning for Services: Has Software as a Service Become Service-oriented Architecture for Small to Medium Businesses? Originally published - February 14, 2007 In a market where labels define software vendors, the power of the enterprise resource planning (ERP) acronym has permeated the small to medium business (SMB) market. Tier one and best-of-breed vendors are embracing the ERP label as the message of choice to its clients, especially in the services sector where ERP is less mature. Read More

The "S" in SAP Doesn't Stand for Security (that goes for PeopleSoft too)


During the course of product evaluations for a customer, the Technology Evaluation Center has uncovered a potential security hole in SAP R/3's three-tier architecture. SAP has revealed that they expect the database or third party products to handle security between the application server and the database server. If the client does not take these extra measures, the master password for the SAP database instance travels over the network in the clear, and can be captured. PeopleSoft has the same issue.

request for proposal banking  S in SAP Doesn't Stand for Security (that goes for PeopleSoft too) Event Summary During the course of product evaluations for a customer, the Technology Evaluation Center has uncovered a potential security hole in SAP R/3's three-tier architecture. SAP has revealed that it expects the database or third party products to handle security between the application server and the database server. If the client does not take these extra measures, the master password for the SAP database instance travels Read More

Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment


Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for implementing a BI solution.

request for proposal banking  BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for Read More

The Business Need for CRM for Large and Medium Sized Enterprises


The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship management (CRM), human capital management (HCM), or enterprise resource planning (ERP), initially only large enterprises were able to commission and acquire such products. But as with anything else that grows successfully in our global economy

request for proposal banking  Business Need for CRM for Large and Medium Sized Enterprises The software for business market developed in response to large organizations’ need to manage their assets and main activities. Be it customer relationship management (CRM), human capital management (HCM), or enterprise resource planning (ERP), initially only large enterprises were able to commission and acquire such products. But as with anything else that grows successfully in our global economy, software for business quickly became a Read More

Are Your Capacity Management Processes Fit for the Cloud Era? An Intelligent Roadmap for Capacity Planning


Many organizations apply overly simplistic principles to determine requirements for compute capacity in their virtualized data centers. Read this whitepaper to learn about the complexities of pursuing efficient capacity planning, how to define functional requirements for your capacity management strategy, and a capacity management strategy that assures service levels while reducing performance risk and hardware footprint.

request for proposal banking  Your Capacity Management Processes Fit for the Cloud Era? An Intelligent Roadmap for Capacity Planning Many organizations apply overly simplistic principles to determine requirements for compute capacity in their virtualized data centers. Read this whitepaper to learn about the complexities of pursuing efficient capacity planning, how to define functional requirements for your capacity management strategy, and a capacity management strategy that assures service levels while reducing performance risk Read More

ERP for Small and Midsized Companies: Time for a Decision


Until recently, enterprise resource planning (ERP) software was rarely considered for use in smaller firms, as core benefits—better business management via coordinated, standardized information and analysis—were often outweighed by costs and complexities of ERP systems. A variety of options have emerged to overcome concerns of the past. Read on the key considerations in an ERP decision and critical implementation factors.

request for proposal banking  for Small and Midsized Companies: Time for a Decision Until recently, enterprise resource planning (ERP) software was rarely considered for use in smaller firms, as core benefits—better business management via coordinated, standardized information and analysis—were often outweighed by costs and complexities of ERP systems. A variety of options have emerged to overcome concerns of the past. Read on the key considerations in an ERP decision and critical implementation factors. Read More

NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report


NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the 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.

request for proposal banking  Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the 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 Read More

IBS Enterprise7 for Enterprise Resource Planning for Distribution Certification Report


The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the 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.

request for proposal banking  Enterprise7 for Enterprise Resource Planning for Distribution Certification Report The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the 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 Read More

ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the 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.

request for proposal banking  Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the 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 Read More

Energizing Utilities for the Economic Stimulus Plan: Strategies for Greater Efficiency and Sustainability


For years, utilities have seen a growing need to enable a smarter electric grid, promote cleaner power sources, and replace aging structures. These issues came into sharper focus when US President Obama signed into law the American Recovery and Reinvestment Act (ARRA). This legislation provides funding for many energy initiatives—however, strict compliance guidelines come with the stimulus plan. Find out more.

request for proposal banking  Utilities for the Economic Stimulus Plan: Strategies for Greater Efficiency and Sustainability Energizing Utilities for the Economic Stimulus Plan: Strategies for Greater Efficiency and Sustainability If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. To help efficiently manage stimulus plans and optimize their outcomes, public sector agencies are turning to the SAP BusinessObjects portfolio of solutions. Join this Webcast to Read More