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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 Read More...
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 importan...
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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

workflow procedures  always cross-departmental, yet CRM workflow automation is designed to operate primarily within the CRM system and for a select group of neighboring applications. It is not easily extended beyond that scope'into finance, legal, and compliance departments, for example'so it cannot promote predictable outcomes enterprise-wide. Even simple processes such as approving contract terms become invisible when they leave CRM, as other departments work their tasks. With gaps in accountability, blind spots become Read More...
Case Study: Kyocera
Aside from geographic challenges, Kyocera@distributor of document management devices@also grapples with three-month lead times, purchase-order constraints, and

workflow procedures  Worksheet | Purchase Order Workflow | Customer Purchase Order | Business Purchase Order | Vendor Purchase Order | Sales Purchase Order | Service Purchase Order | Creating Purchase Order | Define Purchase Order | Direct Purchase Order | Downloadable Purchase Order | Email Purchase Order | Equipment Purchase Order | Generate Purchase Order | Inventory Purchase Order | Issue Purchase Order | Manual Purchase Order | Material Purchase Order | Online Purchase Order | Protection Purchase Order | Quote Purchase Read More...
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

workflow procedures  added bonus of built-in workflow processes and data integration features to ensure long-term compliancy. Data within spreadsheets can be changed, and structures are not always put in place to manage those changes. However, BI software suites have built-in task assignment and audit functions for managing, distributing, and auditing data (based on where the data comes from, who has ownership of the data, and how the data has been processed). BI Vendors and Compliance BI vendors already have the Read More...
DEACOM ERP Is TEC Certified in Process Manufacturing
TEC is pleased to announce that DEACOM Enterprise Resource Planning (ERP) solution by Deacom, Inc. is now TEC Certified, and available as part of the online

workflow procedures  reporting dashboards, complex process workflow support, and the ability to easily integrate a company’s standard operating procedures (SOP). This functionality can be very complex and oftentimes inaccessible to an end-user, but Deacom has been able to incorporate these capabilities into a solid process manufacturing ERP solution simply and elegantly. TEC was given a sneak peek at the revamped version 15 interface of DEACOM ERP. The new version of the product uses some of the latest Web technologies and Read More...
Invensys Skelta
Skelta provides enterprise-wide BPM (Business Process Management) and advanced Workflow solutions for small to large enterprises worldwide. The flagship

workflow procedures  Process Management) and advanced Workflow solutions for small to large enterprises worldwide. The flagship product, Skelta BPM, provides enterprises with a strong and collaborative platform that automates the sequence of human, system and document activities that are required to complete specific business goals. Skelta BPM is also utilized to build rich composite applications such as Accounts Payable Solution, Document Management system, Corporate Governance, and Human Resource Information System for Read More...
It’s About Process (or Ability to be Responsive) -- Part II
Part I of this blog series introduced the notions of workflow automation and business process management (BPM). It also tackled the similarities and subtle

workflow procedures  customers, and leveraging human-centric workflow and business analytics. With the leading BPM platforms/suites, everyone in the company will be working on the same shared data and process model, so changes to the process can be put into action very quickly. This is because these sophisticated platforms provide integrated process modeling, real-time process monitoring, and Web-based management reporting -- all working in unison to support rapid process innovation. BPM -- Much More than Integration Read More...
Enterprise Content Management (ECM) System RFI/RFP Template
Content Authoring, Content Acquisition, Content Aggregation, Output and Content Presentation, Workflow Management, Version Control and Management, Development

workflow procedures  Output and Content Presentation, Workflow Management, Version Control and Management, Development Tool Technical Architecture, Portal Support, Document and Records Management, Search and Indexing Management, Security Management, Digital Asset Management, Reporting and Statistics Management, Performance, Backup, and Recovery, Product Technology Read More...
HCIMS - Picture Archiving Communication System (PACS) RFI/RFP Template
Workstations, Workflow, Storage, Archive, Database, Image Acquisition, and Product Technology

workflow procedures  (PACS) RFI/RFP Template Workstations, Workflow, Storage, Archive, Database, Image Acquisition, and Product Technology Read More...
CentricMinds
The CentricMinds ECM solution features web content and document management, digital asset management, and workflow management. CentricMinds provides both a

workflow procedures  digital asset management, and workflow management. CentricMinds provides both a J2EE- and .NET-based ECM offering, aimed at organizations ranging from corporates and educational institutions, to government. The ECM solution is targeted at organizations seeking either an open platform or a Microsoft .NET solution to drive their Internet and intranet intiatives. CentricMinds ECM provides full document management, web content management, metadata and taxonomy management, site-wide archiving and rollback, Read More...
ExecBlueprints: Device-Reliant vs. Data-Reliant: How Mobile and Cloud Technologies Influence Workflow
Cloud computing offers an extremely cost-effective alternative to traditional hardware-based infrastructures, but the advantages in flexibility and price must

workflow procedures  and Cloud Technologies Influence Workflow Cloud computing offers an extremely cost-effective alternative to traditional hardware-based infrastructures, but the advantages in flexibility and price must be weighed against issues of security, reliability, and capability. Business unit leaders must partner with IT to determine their needs, understand the impact of new technologies, and chart a path forward together to facilitate stability and efficiency across the entire organization. Read More...
The Trap of Procedural Inertia
Companies know the effects of procedural inertia all too well. By clinging to outmoded procedures, a company is effectively placing a cap on its ability to grow

workflow procedures  procedural inertia,inertia and ERP system,proper ERP system,procedural inertia with ERP system,ERP system procedural inertia,iimproper ERP system implementation,ProfiKey International Read More...
Lockout/Tagout (LOTO): Automating the Process
The main purpose of lockout/tagout (LOTO) procedures is to prevent accidents, save lives, and protect equipment from extensive damage. But it’s important that

workflow procedures  Tagout (LOTO): Automating the Process The main purpose of lockout/tagout (LOTO) procedures is to prevent accidents, save lives, and protect equipment from extensive damage. But it’s important that these procedures don’t become routine—in fact, you should consider how you can improve work safety to prevent errors and eliminate accidents. Learn how an automated lockout and tag out solution can help improve processes, and provide business and financial benefits. Read More...
Finding the Right BPM Tools for Workflow and Project-Based Processes
When it comes to business process management (BPM), it makes sense to “look before you leap.” Organizations considering using BPM to automate or streamline

workflow procedures  Right BPM Tools for Workflow and Project-Based Processes When it comes to business process management (BPM), it makes sense to “look before you leap.” Organizations considering using BPM to automate or streamline business processes should step back and understand what is at the core of each process. Is it a well-defined workflow? Does it have a set of related tasks or steps? Find out how answering these questions can help you define the right BPM solution for your organization. Read More...

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