Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent. 

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. 

This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them. 

The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers. 

This paper helps us to understand the importance of desktop search tools fit in the universe of Microsoft search tools. 

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. 

How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions. 

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. 

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. 

The Internet enables prospects to search for you rather than the other way around. You must place expertly crafted content wherever prospects might be searching. This podcast describes how marketers are leveraging a new methodology called Intelligent Content Strategy to attract more prospects that are looking for their solutions. 

This paper reviews the forces that affect the professional services market today, defines and explains the main pillars of service delivery innovation, and reviews the benefits firms derive from service delivery innovation. 

This paper explains why a warehouse management system (WMS) is one of the key technologies required to create a successful adaptive supply chain network. This system enables the extended warehouse to sense and respond to a variety of business requirements and meet complex and changing customer needs. 

This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.