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 ppm analysis for wealth management


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。


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。



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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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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Infor Lawson Enterprise Financial Management

Lawson project portfolio manager提供了对于你的所有的项目的并行分析,不管这些项目是已经存在的项目还是新的项目。project portfolio manager不仅仅是一个标准的报告工具, 而且能够帮助你决策那个项目机会能够带来最大的利润。并且portfolio manager可以帮助客户监控关键的项目,来保证客户及时了解项目的状态和建立项目的优先级。      

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Exelsys designs and develops software systems and delivers them through a network of consulting services partners. It provides Exelsys HCM, a cloud-based human capital management software delivered as a service.

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The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as order processing and production scheduling. ERP began as a term used to describe a sophisticated and integrated software system used for manufacturing. In its simplest sense, ERP systems create interactive environments designed to help companies manage and analyze the business processes associated with manufacturing goods, such as inventory control, order taking, accounting, and much more. Although this basic definition still holds true for ERP systems, today its definition is expanding. Today’s leading ERP systems group all traditional company management functions (finance, sales, manufacturing, and human resources). Many systems include, with varying degrees of acceptance and skill, solutions that were formerly considered peripheral such as product data management (PDM), warehouse management, manufacturing execution system (MES), and reporting. During the last few years the functional perimeter of ERP systems began an expansion into its adjacent markets, such as supply chain management (SCM), customer relationship management (CRM), business intelligence/data warehousing, and e-business, the focus of this knowledge base is mainly on the traditional ERP realms of finance, materials planning, and human resources. The foundation of any ERP implementation must be a proper exercise of aligning customers' IT technology with their business strategies, and subsequent software selection.

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Supply Chain Management 软件评估报告

Criteria in this Software Evaluation Report 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 Software Evaluation Report will support your evaluation of an SCM suite.

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Time and Attendance for the Health Care Industry

Time and Attendance collects, tracks and reports employee hours worked through automated time clocks or other means.

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Founded in 1989, MicroStrategy provides business intelligence (BI) solutions with integrated reporting, analysis, and monitoring software. The company has thousands of customers worldwide and hundreds of technology and integration partners. MicroStrategy also provides BI services, including technical advisory services, consulting, and Beta programs. MicroStrategy is headquartered in McLean, Virginia (US), and has locations across North America; Latin America; Europe, the Middle East, and Africa (EMEA); and the Asia-Pacific region.

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需求管理公司(Demand Management, Inc.)是需求解决方案软件的开发商。该公司在全球有27个办公室,总部位于美国密苏里州的圣路易斯。该公司自1985年以来开始提供各种类型的需求解决方案,产品范围从高尔夫球到备用零件,从压敏标签到工业缆线。需求解决方案可以与几乎任何一种ERP与分销解决方案整合起来。需求解决方案的用户信奉的是确凿无疑的结果:包括库存削减20-50%,相应服务水平99%。

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Oracle's Siebel Customer Relationship Management applications help provide insight to the right person at the right time, leading to faster, better informed decisions. With solutions tailored to the specific needs of more than 20 industries, Siebel provides predictive analytics capabilities that deliver real-time intelligence, greater flexibility through support of both J2EE and .NET, and a lower total cost of ownership.  

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QlikView uses patented in-memory associative search technology to make sophisticated analysis available to business users, with a click-driven, visually interactive interface. QlikView takes advantage of 64-bit multicore hardware platforms to allow thousands of users to access large volumes of data. The QlikView in-memory data model allows an integrated view of information through dashboards, ad hoc analysis, and reports.  

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SAP BusinessObjects Edge Business Intelligence

SAP BusinessObjects Edge Business Intelligence (BI) enables small and medium-sized companies to take advantage of the same business and operational benefits of BI that large enterprises experience—without the cost or technical resource requirements of enterprise-class BI technology. These benefits include   familiar keyword searches to find information hidden in data sources; navigation and exploration directly on data; flexible ad hoc reporting and analysis; dashboards and visualization; data integration and quality; and prepackaged data mart solutions.  

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企业资产管理 (EAM/CMMS) RFI/ RFP模板

General CMMS Functionality, Maintenance Management, Integration, Human Resources, Financials, Purchasing Management, Inventory Management, Product Technology

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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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