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Software Functionality Revealed in Detail
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 financial plans


Standards for Financial Plans
Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet

financial plans  for Financial Plans Large companies can afford to develop their own budget and forecast systems, but for small businesses, there’s only one choice—the spreadsheet. But spreadsheet financial plans are all over the map—no rules, no procedures, no consistent formatting, and minimal GAAP accounting. This white paper proposes standards that can help entrepreneurs and small business owners create, format,and manage financial plans.

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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

Business Performance Management

Business performance management (BPM) enables organizations to translate strategies into plans, monitor execution, and provide insight needed to manage and improve financial and operational performance. This knowledge base covers scorecards, dashboards, business activity monitoring, and more.  

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Documents related to » financial plans

Compaq Plans Direct Sales. DTja vu All Over Again?


Compaq Computer told financial analysts it plans to start selling more of its computers directly to customers, and this time the company says it means it.

financial plans  Event Summary Speaking to financial analysts in Houston, Compaq Computer stated it plans to start selling more of its computers directly to customers, and this time the company says it means it. Compaq executives predicted that approximately 60 percent of its PCs for the commercial market in North America will be sold directly to customers - rather than through distributors or dealers - by the end of the year. Currently, 85 percent of its PCs go through distribution. Overall, Compaq wants to see 40 Read More

SAP Details CRM Plans


On November 9, SAP outlined its Customer Relationship Management plans in preparation for its product delivery next month. In December the company is expected to launch a telesales application and Internet portal that it hopes will lay the foundation for the full CRM suite rollout early next year.

financial plans  direction, and has huge financial, sales and personnel resources to throw at the problem. Nevertheless, users are advised to consider both product maturity and functionality in their evaluations and make comparisons to competitive offerings. Read More

Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

financial plans  have visibility into the financial data you need to see, when you need to see it? Do you have automated controls in place to handle your regulatory compliance efforts? Are you confident in your system's ability to detect internal fraud or theft? Does your system have the flexibility to easily adjust to change? If you answered no to any of these questions, there's room for improvement and you can start by making sure your back office processes are providing you with insight rather than hindsight. After Read More

Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

financial plans  Actuals into Financial Plans Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting. Read More

People or Resources: The Financial Sector in a Crossroads


People management tools have become necessary, particularly in an environment such as the financial sector, where resources have become global and people require more complex management solutions.

financial plans  or Resources: The Financial Sector in a Crossroads Introduction Ten years ago, in the mid-nineties, the financial sector faced four main challenges: market globalization, financial freedom, non-intermediation, and the importance of new technologies in business practices. Today, the first three challenges have been met, while the fourth is still being grappled with. The fourth challenge, technology, is the main obstacle facing every financial entity—from banks, savings banks, and rural banks, to Read More

Employee Fraud within Financial Services


Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem.

financial plans  Fraud within Financial Services Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem. Read More

FinancialForce ERP Summer '14 Features Enhancements in PSA and Financial Management


The cloud software vendor FinancialForce.com recently announced FinancialForce ERP Summer '14, featuring enhancements in PSA and financial management. The new version more closely aligns ERP processes around customer touchpoints to drive closer relationships between sales and service staff and stronger inter-departmental planning between sales, services, HR, and finance.

financial plans  Enhancements in PSA and Financial Management The cloud software vendor FinancialForce.com recently announced FinancialForce ERP Summer '14 , featuring enhancements in professional services automation (PSA) and financial management. The new version more closely aligns ERP processes around customer touchpoints to drive closer relationships between sales and service staff and stronger inter-departmental planning between sales, services, human resources (HR), and finance. For example, sales and service Read More

SAS Financial Intelligence


SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more.

financial plans  Financial Intelligence SAS financial intelligence provides capabilities for the finance department, built on a single platform. Capabilities include integration and cleansing of all financial data, budgeting, forecasting, scorecarding, simulation, risk management, and more. Read More

Financial Forecasting & Planning Summit - September 23/24, Mexico


Financial Forecasting & Planning Summit – September 23/24, Mexico. Don't miss out onrevolutionary trends shaping your industry at the Financial For...

financial plans  your industry at the Financial Forecasting & Planning Summit . At this exciting, one-of-a-kind summit, you'll learn how to positively engage senior leadership around financial forecasts and reviews, use the financial forecast as the vehicle to drive accountability for results, optimize the role of Financial Forecasting & Planning in your company, and develop an approach to a single repeatable financial planning cycle. And you’ll be in excellent company. Past speakers have included VPs, directors, and Read More

How Is Business Process Management Applicable to Financial Services?


Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

financial plans  Process Management Applicable to Financial Services? Introduction Business Process Management (BPM) is increasingly being used by organizations to improve internal processes in order to make them more efficient. But which processes are appropriate for BPM? Which industry, if any, has successfully deployed BPM? BPM in Vertical Markets BPM is already used in a variety of markets, from financial services and government to healthcare and manufacturing. In fact, vendors have different forms and workflows for Read More

Evaluating Financial Management Software: Is It Time for a Change?


Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you face with your current financial management software—and find out how you can overcome them with an upgrade.

financial plans  Financial Management Software: Is It Time for a Change? Before you decide if you need to update your financial management software, you should ask some questions about five key areas of your operations. For example, does your current system generate the types of reports you need? And does it allow your processes to support your policies? Evaluate all the challenges you face with your current financial management software—and find out how you can overcome them with an upgrade. Read More

Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

financial plans  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More

Davidson Companies


Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.

financial plans  is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months. Read More

QAD Enterprise Applications: Financial Packages Competitor Analysis Report


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

financial plans  Enterprise Applications: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More