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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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 implementing erp for wealth management


Yes or No: The Two Models for Implementing Project Portfolio Management
Two models exist for implementing project portfolio management (PPM) systems: the engagement profitability model, and the budget alignment model. The former

implementing erp for wealth management  The Two Models for Implementing Project Portfolio Management Yes or No: The Two Models for Implementing Project Portfolio Management If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Configuration Solutions’ seasoned staff of experienced ERP, product configuration, business, program management, manufacturing, and technical consultants offers clients a wealth of industry-specific knowledge and expertise—along with innovative

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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

ERP for School Districts

The ERP knowledge base for K-12 school districts and municipalities focuses on back-office functionality, including financials, human resources (HR), and payroll. It covers important functionality for employee self-service activities, purchasing management, and inventory management. 

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Documents related to » implementing erp for wealth management

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

implementing erp for wealth management  disciplined, sequenced path to implementing CRM, launching highly focused projects first to solve clearly defined problems in areas that can undermine overall performance, such as customer contact center or order management. In these most critical areas, they start with improvements that promise to yield the biggest returns. Upon achieving their goals with small projects, they leverage their initial investments to address additional challenges. Some extend their implementations by integrating additional Read More

Winning the Race for Talent in Emerging Markets


Economic activity in emerging markets is growing at around 40 percent—as compared with 2 to 5 percent in the West and Japan. Businesses all over the globe are competing for people who have numerous options and high expectations. How can your company attract and retain talent in emerging markets in Brazil, Russia, India, and China—offering new employees what they want, while ensuring your bottom line is met? Find out.

implementing erp for wealth management  Human Resources Training | Implementing Performance Management | Improve Employee Retention | Improving Employee Retention | Increase Employee Retention | Increasing Employee Retention | Innovative Leadership Development | Integrated Talent Management | IT Performance Management | Job Performance Management | Key Employee Retention | Key Performance Indicator | Key Performance Indicators | Knowledge Management | Leader Development | Leadership | Leadership and Management | Leadership Characteristics | Read More

Real-time Shop Floor Integration, Simplified (with ERP)


As a demand-driven manufacturer, you know how crucial up-to-date information is. But when shop floor data is collected with pen and paper, then transferred manually to multiple databases that aren’t always connected, you risk having your data uploaded after it’s needed. Enterprise resource planning (ERP) solutions can ease data integration. But first, separate the myths from the facts of bridging ERP and the shop floor.

implementing erp for wealth management  benefits. For example, before implementing EnterpriseIQ, one manufacturer assumed his utilization rate was at 75 to 80 percent. EnterpriseIQ allowed him to see that his true utilization was closer to 50 percent. Now with real-time updates every 15 seconds, he's dramatically increased shop floor efficiency and reduced scrap by 37 percent. For this manufacturer, the true benefit is best seen in the bottom line: We now know our true costs, and as a result, we've exponentially increased our profits. Any Read More

SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

implementing erp for wealth management  are mainly relative to implementing SAP without the packaged solution. Companies should thus look at the potential total cost of ownership (TOC) with respect to each viable vendor before selecting an SAP ERP packaged solution as the right implementation approach. For more on avoiding awkward comparisons in situations where there is no real one-to-one correlation, see Prepackaged SAP Best Practices—Are They for You? . There are several vital elements to consider when looking for a vendor: Can the vendor Read More

Enterprise Content Management: It Is More Than Just Web Content Management


Enterprise content management (ECM) is moving beyond web content management. To meet enterprises' needs, large vendors are introducing scaled down versions, others are integrating ECM with other systems, and all are focusing on key areas.

implementing erp for wealth management  enterprise content management,ECM,market trends,content management,CM,Java,Web services,service oriented architecture,SOA Read More

IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


IFS Applications (v. 7.5) 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.

implementing erp for wealth management  Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report IFS Applications (v. 7.5) 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, Read More

Macola ERP Supply Chain Management (SCM): Supply Chain Management (SCM) Competitor Analysis Report


Criteria in this knowledge base pertain to managing supplier, manufacturer, wholesaler, retailer, and customer business processes. Addressing demand management, warehouse management, international trade logistics, transportation execution, and many other issues for a complete solution, this knowledge base will support your evaluation of an SCM suite.

implementing erp for wealth management  ERP Supply Chain Management (SCM): Supply Chain Management (SCM) Competitor Analysis Report Criteria in this knowledge base pertain to managing supplier, manufacturer, wholesaler, retailer, and customer business processes. Addressing demand management, warehouse management, international trade logistics, transportation execution, and many other issues for a complete solution, this knowledge base will support your evaluation of an SCM suite. Read More

Do You Need a Content Management System?


Understanding what content management means is the first step to determine how a solution will suit your company. Because of the abundance of information both inside and outside of organizations, it is crucial to harness it as an effective business asset.

implementing erp for wealth management  want to accomplish by implementing a CMS? The answer to this needs to reflect the long-term strategies of the organization. To define the business goals, the organization should perform a thorough analysis and ask itself some questions that well define its requirements. You need to understand what goals and expectations you have that drives the need for a CMS. What problems will the CMS solve? What is the cause of these problems in the first place and what is the anticipated impact of the CMS on your Read More

How Integrated Facilities Management Software Automates Facilities Management


Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.”

implementing erp for wealth management   Read More

IFS Applications (version 7.5) for ERP for the Mining Industry Certification Report


IFS Applications (version 7.5) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry 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.

implementing erp for wealth management  Applications (version 7.5) for ERP for the Mining Industry Certification Report IFS Applications (version 7.5) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry 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 Read More

SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) 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, and in-depth analyst commentary.

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Document Management and Digital Asset Management Is There a Difference and What Might It Be?


As enterprises seek better content management systems, documentation management (DM) and digital asset management (DAM) are growing in popularity. Despite market confusion, the two solutions serve different functions, but can still be integrated to meet an enterprise's needs.

implementing erp for wealth management  Often organizations look into implementing both DAM and DM solutions because integrating text- and media-based content is a better, long term strategy. By managing both text files and digital assets, organizations are looking at how to integrate CM solutions. As a result, vendors are starting to integrate DAM solutions with CM solutions. To do this, vendors will have to work on the seamless integration between the products, and need to compensate for the different technology approaches between a DAM and Read More

Alfanar HR Management


Alfanar IT, an information technology company operating in Saudi Arabia since 1995, introduces the alfanar human resources (HR) Management module for Microsoft Dynamics AX. This module enables the HR department staff, without any programming capability, to identify, capture, maintain, and adjust employee information required from the application stage through to retirement, in both Arabic and English. See what it does.

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