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Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc

July 2008 - (Free Research)
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed. 
(WHITE PAPER)

Law Firm Cuts IT Costs by 90 Percent, Dismisses Server Worries with Online Services by Microsoft

March 2009 - (Free Research)
James C. Nolan Law Office wanted to reduce monthly server maintenance fees, eliminate concerns about server reliability, and simplify the process of connecting seasonal workers to company systems. The firm got rid of its servers and subscribed to the Microsoft® Business Productivity Online Standard Suite. 
(CASE STUDY) READ ABSTRACT |

Leveraging the Talent Supply Chain for a Competitive Advantage by SAP AG

January 2007 - (Free Research)
This paper identifies the market trends driving the need for an integrated talent supply chain and describes the internal inefficiencies professional services firms must overcome to optimize their talent supply chains. 
(WHITE PAPER) READ ABSTRACT |

Winning the Performance Battle: Standardizing Best Practices with Technology by Oracle Corporation

March 2009 - (Free Research)
This white paper highlights the important elements and key benefits of standardizing business processes and operating procedures based on uniform, organization wide technology. It also serves as a guide for engineering and construction (E&C) firms choosing the right technology to promote standardization across their organizations. 
(WHITE PAPER) READ ABSTRACT |

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution

February 2009 - (Free Research)
In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. 
(WHITE PAPER) READ ABSTRACT |

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc

January 2009 - (Free Research)
This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion. 
(WHITE PAPER)

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce

September 2009 - (Free Research)
This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units. 
(WHITE PAPER) READ ABSTRACT |

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc

August 2008 - (Free Research)
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. 
(WHITE PAPER)

Taking Control of Your Business: Growing Profitably in the Professional Services Market by SAP AG

January 2006 - (Free Research)
This paper details how professional services firms can grow and thrive in a difficult market by enhancing project visibility, maximizing resource utilization, improving operational efficiency, and successfully acquiring more customers. 
(WHITE PAPER) READ ABSTRACT |

Ready Access to Real-Time Data Helps Small Businesses Thrive by SAP AG

February 2008 - (Free Research)
Today there is new and affordable technology that enables small businesses to access current data from any location, respond quickly to change, and thrive in a volatile business environment. A good example of this technology is the SAP® Business One application. Read this white paper to learn more! 
(WHITE PAPER) READ ABSTRACT |

Hitting the Moving Target of Operational Excellence: Identifying and Obtaining the Information Needed for Continued Success by SAP AG

May 2007 - (Free Research)
This white paper presents IDC’s framework for implementing operational excellence (opex) and helps the reader move toward an effective op ex implementation while avoiding potential pitfalls. 
(WHITE PAPER) READ ABSTRACT |

Understanding and Simplifying SharePoint 2007 Permissions Management by Metalogix

November 2009 - (Free Research)
Authentication to a SharePoint environment is the process in which a firm's architecture approves a user's credentials; most commonly a Windows-based authentication. This whitepaper will discuss the finer points and give a greater understanding of securable objects, permissions, permission levels, and access scenarios. 
(WHITE PAPER) READ ABSTRACT |

Cisco Continuous Data Protection for Files by Cisco Systems, Inc.

March 2009 - (Free Research)
Most analysts, including Enterprise Strategy Group, agree that performing only a periodic backup leaves data at risk, and they find that this is a major concern among the IT professionals they survey. The answer to this concern is Cisco Small Business Network Storage Systems (NSS) and Cisco Continuous Data Protection (CDP) for Files software. 
(WHITE PAPER) READ ABSTRACT |

Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success by Infor CRM

October 2009 - (Free Research)
This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand. 
(WHITE PAPER) READ ABSTRACT |

High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live by Microsoft

September 2009 - (Free Research)
Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. 
(CASE STUDY) READ ABSTRACT |

eGuide: Windows Mobile 6.5: Enabling Business Mobility, Today and Tomorrow by Microsoft

November 2009 - (Free Research)
In this e-Guide, we recap Windows Mobile OS's evolution and look at the wide array of Windows Mobile-powered devices available to untether today's workforces. 
(EGUIDE) READ ABSTRACT |

How to control the risk and costs of e-discovery by Hewlett-Packard Company

March 2009 - (Free Research)
In this webcast hear from leading analyst firm Gartner Research and Information Management solution providers HP on how to reduce the cost and risk of e-discovery, with a focus on Legal Hold best practice and solutions, and how a proactive e-discovery strategy will help you optimize the Legal Hold process. 
(WEBCAST) READ ABSTRACT |

Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 2009 - (Free Research)
Law firms have had to develop new strategies to compete and win in a legal market that contains greater uncertainty than any that has come before it. This paper will briefly outline strategies for success in the evolving legal marketplace. 
(WHITE PAPER) READ ABSTRACT |

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 2009 - (Free Research)
In this webinar, you'll learn about the rapidly changing state of law firms, how law firms must pay closer heed to business management issues to remain competitive. You'll hear the voice of the client and what law firms must do to succeed in the face of change. 
(WEBCAST) READ ABSTRACT |

Assess Your Enterprise Agility by SAP AG

November 2007 - (Free Research)
Forrester reports that CEOs are beginning to recognize the need for their firms to become more agile in detecting and making the changes to strategy, operations, and products. 
(ANALYST REPORT) READ ABSTRACT |

Cost-cutting strategies for a virtualized data center: Performance and capacity management tools by Dell, Inc. and Intel

June 2009 - (Free Research)
In this expert podcast, learn how new capacity planning and performance management tools utilize automation and an intuitive interface to increase resource utilization and reduce capital expenditures for your virtualized data center. 
(PODCAST) READ ABSTRACT |

Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft

August 2009 - (Free Research)
To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. 
(WHITE PAPER) READ ABSTRACT |

Grow Your Business with the Visibility to Capture More Sales Opportunities - Part 2 by Microsoft

September 2009 - (Free Research)
Watch this webcast to learn of the features and benefits in the new version of Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction. 
(WEBCAST) READ ABSTRACT |

Staffing Service Coordinates Sales Activities, Utilizes Business Intelligence with CRM Solution by Microsoft

April 2008 - (Free Research)
Volt Information Sciences, Inc. provides staffing services, telecommunications, and information solutions to Fortune 100 customers. Executives completed an in-depth request for proposal process to narrow CRM solution options to four enterprise alternatives. They selected Microsoft Dynamics™ CRM because it best met the firm's usability, user.. 
(CASE STUDY) READ ABSTRACT |

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution

February 2009 - (Free Research)
This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. 
(WHITE PAPER) READ ABSTRACT |

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