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CRM Evaluation Center
Nov 21, 2009
Today's usage of Decision Support Systems (DSS), combined with vetted CRM knowledge bases, allows organizations to save time and money, achieving better and more reliable/fully-documented decisions, a quantum improvement over the widely-used subjective process of selecting complex enterprise software...
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CRM Vendors Cash In On The Financial Services Industry ( Pages)
by L. Talarico
Nov 2, 2000
Abstract : Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.
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Financial Reporting, Planning, and Budgeting As Necessary Pieces of EPM Part Two: Challenges and User Recommendations ( Pages)
by P.J. Jakovljevic
Nov 22, 2003
Abstract : Although CPM (aka EPM) starts with strong financial management, it will eventually extend beyond financial planning to almost all areas of corporate activity. Therefore, organizations choosing BI suites should consider both their financial management tools and future integration with key business-area solutions (for example, PLM, CRM, and SCM).
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Getting Strategic Planning and Financial Planning in the Same Bailiwick ( Pages)
by John Diezemann
Oct 1, 1999
Abstract : To provide useful financial insight on projects, financial managers need to think about business strategy more like a series of options than a single projected cash flow. While the concepts of options are certainly familiar to most executives, the trick to valuing strategic choices lies in the complex and often overwhelming task of understanding the interaction between strategic options. This article provides a breakthrough planning approach for (1) rapidly realizing the business capabilities dictated by strategy (2) aligning process, technology and organization design and (3) through the financial lens of 'real options' shows how to quan
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Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line? ( Pages)
by Neil Stolovitsky
Apr 13, 2006
Abstract : Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.
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Understanding SOA, Web Services, BPM, BPEL, and More Part One: SOA, Web Services, and BPM ( Pages)
by P.J. Jakovljevic
Dec 22, 2004
Abstract : In the larger schema of things, SOA would espouse general, more abstract concepts of software reusability and encapsulation within certain boundaries (as to then provide access to that software via defined interfaces), Web services would then make these SOA concepts vendor-independent due to their use of generally accepted standards, while BPM and BPEL would be some of the engines making the whole system work.
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Throw Away Your Financial Statements: Managing by Metrics ( Pages)
by Charles Chewning Jr.
Sep 15, 2005
Abstract : Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and create graphics of key performance indicators (KPI), businesses should now concentrate on KPIs, which influence profitability.
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Confronting Core Global Trade Problems: Order, Shipment, and Financial Settlement ( Pages)
by P.J. Jakovljevic
Jun 7, 2005
Abstract : TradeBeam has been striving to distinguish itself by offering more than order and shipment tracking. It aims to improve the management of core global trade activities: order, shipment, and financial settlement.
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Yet Another Branding Debacle (This Time, It's ERP for Services) ( Pages)
by Jane Affleck
Jun 25, 2008
Abstract : Organizations providing billable services to their clients can benefit from an enterprise resource planning solution. But what makes ERP for services different from solutions known as product portfolio management for professional services automation? And which is best for your organization?
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Will 2005 Validate Global Trade Management and Unify Financial and Physical Supply Chains? ( Pages)
by P.J. Jakovljevic
Jun 14, 2005
Abstract : The Internet opened the door for global trade. As the global trade management (GTM) space continues consolidating, market leadership belongs to companies that understand, to truly improve global trade, one must be able to manage both the physical and financial supply chains.
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