Documents » researches on project portfolio management for finance and banking.
Abstract: Following a previous TEC News Analysis on the security of financial transactions, Congress and the White House have agreed to put into place new legislation for monitoring
banking, including on-line
banking. New
banking laws that are more current than today's Depression Era
banking laws need to be crafted to protect consumers, as well as the health of today's financial community. Today's financial institutions risk a host of internet attacks since today's hackers are more knowledgeable about information security than law makers.
PubDate: 10/26/1999
Abstract: The role of the finance team has changed recently, due to increased oversight from regulators, more active investors, and company-specific changes in business operations. What steps are companies taking to respond to the internal and external forces? Find out how finance often repairs core finance and operating activities, as exposed in the results of a survey and a series of interviews among senior finance executives.
Abstract: Integrative software as a service (SaaS) business systems are a way of transforming your finance operations. SaaS can position finance as the nexus of standardized, real-time information. Finance executives should investigate SaaS solutions and providers, so that finance and IT can work together to enable a cost-effective transformation of finance to a stronger leadership role and improve finance’s value to your company.
Abstract: Making a list and checking it twice is a particularly good practice when picking a finance and accounting software solution. If you don’t find the right product for your company, you’ll just pay for the mistakes on the back end. But first you need to know which features your small to midsize business must have and which you don’t want. Get some tips that will help you create your finance and accounting checklist.
Abstract: No doubt about it: the project manager is essential for the successful completion of any project. But supporting the project manager—and the goal of reaching the target within the defined time and budget frame—is a solid project management system. Discover the vital elements of project planning and management, and how you can optimize communication by standardizing information formats in a project management system.
Abstract: Thanks to recent accounting scandals and an increasingly competitive environment, many chief financial officers and the finance organizations they lead have started to take on new roles within the enterprise. However, given the current state of the finance function in US companies, companies first need to understand the challenges to finance—and the road map to increasing its strategic capabilities.
Abstract: One company executive has a growing influence in today’s boardroom—the chief financial officer (CFO). And the role of the finance organizations that these CFOs lead is expanding as well. Examine the changing role of the finance organization in today’s business environment, learn how your CFO can take on a more prominent role in defining company strategy, and find out how you can develop a best-run finance organization.
Abstract: Banks face many challenges in today’s dynamic financial services marketplace. Banks must continuously enhance capabilities for risk and financial management to address market, credit, and regulatory environments that are increasingly complex. Thus, process support for your business strategies is crucial—which is why integrated tools are a must-have for financial accounting, cost controlling, risk management, asset-liability management, and profitability analysis.
Abstract: You are about to embark on an important project. Whether the project is software or hardware related, it is a good idea to hold a project kickoff meeting. Don’t miss this excellent opportunity to get across important communications and establish the tone for the project. This article discusses the 10 objectives of a project kickoff meeting, how to achieve them, and templates for presenting them. In Part III, we complete the discussion of the remaining four reasons, which can be even more critical to beginning a project on a positive note and reaching a successful completion.
Abstract: You are about to embark on an important project. Whether the project is software or hardware related, it is a good idea to hold a project kickoff meeting. Don’t miss this excellent opportunity to get across important communications and establish the tone for the project. This article discusses the 10 objectives of a project kickoff meeting, how to achieve them, and templates for presenting them. In Part II, reasons 7, 6, and 5 focus on preparing the team to undertake the project and generally giving them the confidence to do it.
Abstract: This Business Engine white paper provides a technical account on the process behind scoring, selecting, and scheduling the technology portfolio. The document offers additional insight into weighting criteria that should be considered as part of the portfolio management and optimization process. The document further provides insight into considerations for alignment, and how to know if the portfolio is in fact properly aligned with business objectives.
Abstract: Big-name vendors are competing with those that have long catered to midsized enterprises. With a little savvy, midsize companies can make the dynamic enterprise resource planning (ERP) market work to their advantage. Learn the industry’s top 10 strategies to grow your company and revenue by upgrading from an out-of-the-box finance solution to one that better connects systems and processes throughout your business.
Abstract: For large organizations, enterprise resource planning (ERP) systems promise big gains by helping grow revenue and increase productivity. But can ERP benefit small to medium businesses (SMBs) in the same way? This step-by-step guide includes important decision-making considerations, such as benefits and costs, across some of the top finance and accounting solution providers for small to midsize companies.
Abstract: Corporations have drastically changed their global supply chain models over a short period. The market is also in the early stages of migrating to data triggered finance, creating opportunities for banks and logistic companies to develop international supply chain finance solutions.
Abstract: Executives are placing greater demands on the finance department—and the chief financial officer (CFO) —to provide an accurate picture of the financial health of the enterprise, offer insight into how emerging shifts in key market factors will affect the organization, and establish timely scalable measures of corporate performance that align across functions. Learn how BI solutions can help finance departments deliver.
Abstract: The current global economic instability means firms have to quickly adapt to business conditions. This uncertainty may increase companies’ reliance on business alliances to provide as-needed skills, services, and products. To optimize these alliances, finance should enter the discussion as early as possible. Find out where finance’s true value lies when realigning strategic objectives to include business collaboration.
Abstract: You are about to embark on an important project. Whether the project is software or hardware related, it is a good idea to hold a project kickoff meeting. Don't miss this excellent opportunity to get across important communications and establish the tone for the project. This article discusses the 10 objectives of a project kickoff meeting, how to achieve them, and templates for presenting them. In Part I, the first three reasons are discussed but you will be left on the edge of your seat in anticipation of Parts II and III.
Abstract: Most project-oriented businesses are faced with poorly designed, archaic computer systems that have inadequate project reporting and accounting structures. This can limit the information provided to project managers for project reporting. However, properly designed work breakdown structure (WBS) systems give cost and general accounting the ability to rely on a simpler chart of accounts, while providing more project management flexibility.
Abstract: Everything manufacturing executives thought they knew about project management and operations management is changing. Now, project managers may be connecting elements of an ongoing enterprise with a project in order to achieve certain defined goals, or use projects in a recurring way. Discover the many benefits manufacturers can realize by adopting a management-by-project approach with project-centric ERP software.