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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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 workflow procedures


CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

workflow procedures  Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products from

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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

Document Management System (DMS)

Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates important information about the documents, to the documents (known as metadata). Most systems provide workflow engines to design and support document creation, publication, and usage. DMS solutions are often used by insurance and health care industries, government bodies, or other organizations processing high volumes of documents. 

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Documents related to » workflow procedures

Customer Process Management: The Real-time Enterprise Depends On the Merging of CPM and BPM


Customer-facing processes are challenging to manage because they are always changing. Conventional workflow automation and stand-alone business process management (BPM) technologies lack many critical components found in customer relationship management (CRM). However, converging BPM and CRM provides the responsiveness, cost-effectiveness, and manageability to achieve optimal results. The converged approach helps align priorities enterprise-wide, reduce risks, and unblock revenue growth potential.

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Using Business Intelligence Infrastructure to Ensure Compliancy with the Sarbanes-Oxley Act


The 2002 Sarbanes-Oxley Act (SOX) has affected organizations, their data, and their reporting processes, putting a strain on how their financials are managed. Business intelligence solutions provide answers to these issues, allowing organizations to address SOX compliancy.

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Credit Risk Management: Collateral, Covenants and Risk Review


If your organization is still managing credit risk manually, you could be leaving your company open to experience significant losses and complications that can harm its financial well-being. Multiple systems, piles of paper, inconsistent or out of date information- all could end up costing your company dearly. Today, the best way to ensure that credit risk is being appropriately monitored and managed is with the adoption of an automated system. With the implementation of an automated system, accuracy of data and efficiency of execution are significantly improved, and risk is monitored in a superior and more effective manner.

In this white paper, IBM highlights the benefits that an automated system for credit risk management can bring to your organization, including a reduction of human error on multiple levels, a marked increase in compliance, the capability to quickly track a data trail, and the capacity to effortlessly update and upgrade across multiple accounts and systems. Automation means valuations are up to the minute, and that transparency is increased. Document imaging, data entry, and automated workflow can resolve many problems previously encountered with manual procedures.

IBM’s Business Analytics offers a comprehensive 5-point action plan involving the importance of automating collateral processes, how to consolidate diverse systems and data, the benefits of automating collateral and covenant monitoring to reduce risk with the latest available information, and how automation supports release processes for minimized risk. Credit risk management can be modernized and refined as a result of changing towards an automated system.

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Case Study: Kyocera


Aside from geographic challenges, Kyocera—distributor of document management devices—also grapples with three-month lead times, purchase-order constraints, and stocking commitments. Forecasting accuracy is critical to a company that has to manage frequent model changes and short life-cycle products. Find out about the demand and forecast management solution the company uses to ensure consistent and accurate reporting.

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Business Intelligence (BI) RFI / RFP Template


Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements

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Skelta BPM


Skelta BPM is an enterprise business process management and advanced workflow software product providing enterprises with a strong and collaborative platform to automate the sequence of human, system and document centric activities required to complete specific business goals. The core components of Skelta BPM includes graphical and intuitive process designer, flexible forms designer, robust workflow engine, secure enterprise console to manage and administer multiple business processes, multiple task dispatch patterns including iOS devices and connectors to existing technologies such as BizTalk, SharePoint, InfoPath, Microsoft SAP LOB adaptor etc.    

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Computhink


Computhink is the developer of the document management, enterprise content management, records management, and document workflow software Contentverse.

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Contextual Workflow Modeling


Activity-based workflow modeling (AWM) is a common and useful modeling technique, whose fundamental drawbacks limit its effectiveness in modeling complex, highly nuanced workflows. Contextual workflow modeling, a technology invented at Macronetics, overcomes the limitations of AWM.

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Bizagi Engine Overview


Learn how Bizagi Engine executes the processes you create in Bizagi Studio and turns them into real workflows.With Bizagi Engine you can anticipate or identify problems, manage risk, and find opportunities to improve your processes.

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Web 2.0: “Code Free” Siebel Web Service Integration


One of the most challenging areas in any Siebel implementation has traditionally been setting up and maintaining interfaces between Siebel and other back-end systems. However, it is now possible to create a real-time web service interface to other applications from Siebel 7.8 or 8.0, without writing a single line of code.

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