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 ppm analysis for wealth management

浏览RFP模板

TEC RFP模板为超过40个类别的软件罗列了数以千计的特性和功能。获取行业中最全面的要求/功能列表。

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以成千上万的特点和功能为依据,一对一地比较各种领先的解决方案。 TEC比较报告给你比你所能发现其他任何地方都更详细的资料。

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适用于企业内部部门的项目组合管理(PPM)(英文版)

A business practice that assists organizations to align their portfolio of projects with their business strategy. Typically IT departments employ an IT governance framework to ensure that their PPM strategy is put into action. With the increasing demand of IT departments to justify their project investments, PPM software has risen in popularity as the tool of choice. It allows both executives and IT decision makers to gain insight into their IT portfolios. PPM software allows IT managers to prioritize projects, allocate resources where needed, and gain financial insight into their portfolio investments. 

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文档关于 » ppm analysis for wealth management

Clientele CRM.NET


Clientele from Epicor Software is an integrated CRM system. Clientele quickly captures, routes, organizes, and stores the information that comes out of all customer interactions, including phone calls, e-mail, and automated web contacts. This information can then be shared and analyzed, and accessed every time users are in contact with customers. Epicor Clientele is intended to enable users to manage the customer relationship lifecycle, from generating leads to closing sales, and to providing support that results in additional business. It provides integrated sales and customer support functionality. The Clientele CRM Suite is a set of enterprise CRM applications for small to midsized companies. Clientele CRM is built entirely on the Microsoft .NET platform to provide accessibility, extensibility, and integration.  

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Exelsys HCM


Exelsys Human Capital Management (HCM) helps users manage human capital. Exelsys HCM provides a core system for managing the full employment process (hire to retire) for both full- and part-time employees. Users can align organizational objectives, employees, and supporting human resources (HR) processes in real time. Exelsys HCM is a cloud-based system where software is delivered as a service over the Internet. Exelsys HCM is a multilingual, multicurrency system, available in more than 20 languages and supporting employees working in different time zones. Exelsys HCM modules include the following: Employee Relationship Management Recruitment Management Leave of Absence Management Performance Management Positions and Career Management Training Management Events Management Business Analytics Employee Feedback Management Job Applications Mini Site Web Service Interfaces MS Sharepoint Webparts Document Library Management Employee Notifications Management  

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Web内容管理系统(英文版)


Web content management (WCM) systems manage content creation, review, and approval processes for web site content. This may include public Web sites (Internet), or private web sites (intranet or extranet). Use a WCM solution to organize and manage documents; provide content version control, collaboration utilities, and user or document level security.

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Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

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计费和客户服务(CC&B)(英文版)


Customer care and billing (CC&B) solutions typically support providers of utilities, telephony, cable, or other services providing companies. The TEC model of CC&B software covers mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services.

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收购的企业资源规划系统的用户建议


两个SSA和Infor的附加值是相对较小的和可疑的ERP产品的现有用户,现在应该获得协同软件发展的好处,从其他ERP的兄弟姐妹。

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IT治理:最大化的商业投资


实施信息技术(IT)治理意味着使用关系和流程的结构直接组织。一些项目组合管理(PPM)供应商都采用了IT治理的口头禅来区分他们的解决方案,提供企业资源规划(ERP)产业。

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财务软件包 软件评估报告


This financial software Software Evaluation Report anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This Software Evaluation Report in particular, offers a view on enterprise financial packages, which can complement an existing ERP system.

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适用于基于工厂和原材料转化制造环境的企业资源计划(ERP)


The ERP for Mill-based and Material Converting Environments knowledge base focuses on a range of industrial activities that add value to raw materials by processing them into a form suitable for further manufacturing or for immediate end-use. These activities include traditional mills that turn grain into flour or extract sucrose from sugar cane; the spinning and weaving mills of the textiles and carpets sectors; the rolling plants of steel, aluminum, and other metals semi-fabricators; to the continuous outputs of paper and board mills.

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按订单设计(ETO)企业资源计划(ERP) RFI/ RFP模板


Financials, Human Resources, Manufacturing Management, ETO Project Management, Inventory Management, Purchasing Management, Quality Management, Workflow Management, Sales Management, and Product Technology

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ERP for Municipalities


In this model, we assume the municipality controls water, sewers and roads. We assume also that it collects municipal or county taxes and manages many of its own assets such as vehicles and water treatment plant. ERP software for Municipalities nearly always includes Finance, Customer Care and Billing For a complete municipal ERP suite, the following modules are usually included:- Human Resources- Maintenance Management- Asset Management- Project Management ( including Grant Management)- Quality Management- Analytics- Product TechnologyOf the above, Project and Quality Management modules may not be required for smaller Municipalities.  

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PDS


Founded in 1974, PDS develops Web-based human resource management systems (HRMS) software that includes functionality for human resources (HR), benefits, and payroll. The company's applications are designed to help organizations focus more on strategic issues and less on administrative human resources (HR), benefits, and payroll activities. PDS also offers application hosting and software implementation services. PDS is a privately held company headquartered in Blue Bell, Pennsylvania (US).

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NOW Solutions


NOW Solutions provides to many well known North American organizations. NOW Solutions has been providing solutions to large and small organizations, from Fortune 500 companies to government, health care, education, and other institutions for the past twenty years. The company's products are targeted to address the needs of management. NOW Solutions offers functionally rich but user friendly and flexible software solutions. The company develops and supports "best-of-breed" human resources/payroll applications. NOW Solutions is based in Texas (US).

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人力资源管理系统 RFI/ RFP模板


Personnel Management, Benefits, Payroll, Employee Self-Service, Data Warehousing, Health and Safety, Workforce Management, Training, Product Technology, and other criteria for Human Resources applications

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适用于采矿业的企业资源计划和计算机化维护管理系统(ERP& CMMS) 软件评估报告


This Software Evaluation Report includes enterprise resource planning (ERP) and computerized maintenance management system (CMMS) modules geared toward the regular requirements of companies in the mining industry. While including important criteria for financials solutions and human resources, it has additional process workflow, quality management, field service, and other criteria.

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