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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 01, 2009 - (Free Research) 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.  (WHITE PAPER)

Forrester Analyst Report: Storage Choices for Virtual Server Environments by EMC Corporation January 15, 2009 - (Free Research) Server virtualization is the most substantial shift in IT so far this decade. Adoption is high, and firms are virtualizing mission-critical and business-critical applications. Forrester surveyed 124 of its global clients on the topic of storage for virtual server environments.  (ANALYST REPORT) READ ABSTRACT |

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 05, 2008 - (Free Research) When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations.  (CASE STUDY) 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)

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc January 2009 - (Free Research) 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.  (WHITE PAPER)

Presentation Transcript: Protecting Data on the Edge by Zenith Infotech November 2009 - (Free Research) According to industry statistics, the majority of a typical company's data doesn't reside on data center storage -- it lives on the "edge." The edge may be desktop PCs, laptops or even smart phones and PDAs. In this transcript, W. Curtis Preston describes the most effective techniques, tools and best practices for protecting edge or mobile data.  (PRESENTATION TRANSCRIPT) READ ABSTRACT |

IT@Intel: Evaluating Netbooks for Enterprise Use by Intel Corporation May 2009 - (Free Research) This Intel Brief suggests that netbooks potentially could become companion devices that employees use in select situations and locations. We plan to continue investigating these usage models to determine the potential for enterprise deployment.  (WHITE PAPER)

Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry October 2009 - (Free Research) In this research report, we examine five of the critical issues that are creating new opportunities for the accounting profession and nine key strategies for obtaining competitive advantage.  (WHITE PAPER) READ ABSTRACT |

Protecting Data on the Edge by Zenith Infotech November 2009 - (Free Research) According to industry statistics, the majority of a typical company's data doesn't reside on data center storage -- it lives on the "edge." The edge may be desktop PCs, laptops or even smart phones and PDAs. In this videocast W. Curtis Preston describes the most effective techniques, tools and best practices for protecting edge or mobile data.  (VIDEO) READ ABSTRACT |

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services.  (CASE STUDY) READ ABSTRACT |

EVault Software rids East Coast law firm of tape “evils” by i365, A Seagate Company October 2009 - (Free Research) Soon after installing EVault Software, Womble Carlyle, a top-100 law firm, realized significant reliability improvement both in its nightly backup jobs and its file and folder restores. EVault Software Agents, which are installed on the servers requiring backup, “wake up” at administrator-set times.  (CASE STUDY) READ ABSTRACT |

High Availability Lowdown by CDW Corporation September 2009 - (Free Research) The Barkley ad firm implements consolidation, virtualization and replication to strengthen business-continuity and disaster-recovery planning. With the goal of getting to 100 percent availability, the firm uses HP's blade hardware, VMware's virtualization software and a variety of existing storage platforms.  (CASE STUDY) 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 |

Pocket E-Guide Review: Dell Latitude E6400 by Dell, Inc. and Microsoft December 2009 - (Free Research) The Dell Latitude E6400 is a 14" laptop targeted towards businesses that need good performance, solid design, and a commonality of parts for an entire workforce. Read this Pocket E-Guide for a features and performance review of the Dell Latitude E6400.  (EGUIDE) READ ABSTRACT |

The Mobile Majority by Intel Corporation June 2009 - (Free Research) Not just for Road Warriors any more, mobility takes hold as a strategic corporate asset across the enterprise. This article summarizes key mobility data from a recent Forrester Research report and Intel IT's experience with a highly mobile workforce Lost Laptops: More Expensive Than You Think  (WHITE PAPER)

Discover the Hidden Costs of Keeping Older PCs by Intel December 2009 - (Free Research) Don't let inefficient notebooks and desktops hurt your business and slow your recovery. Discover for yourself how you can realize immediate savings. Get the facts from Intel IT, Intel finance, analysts and other industry leaders.  (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 |

Setting a Precedent for Success: Turner Padget effectively eliminates unplanned downtime and cuts server footprint by 50% with Dell solutions and VMware by Dell and VMware April 2009 - (Free Research) Turner Padget Graham & Laney, P.A., a Columbia, South Carolina-based law firm with five locations throughout the state sought to consolidate legacy servers, improve availability for remote users, increase storage capacity and implement a new disaster recovery DR/BC strategy. In this case study you'll learn about their new Dell and VMware solutions.  (CASE STUDY) READ ABSTRACT |

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft April 2008 - (Free Research) 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.  (CASE STUDY) 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 |

The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc December 2006 - (Free Research) 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.  (WHITE PAPER)

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)

Communications Leader Videotron Hopes to save $1.6 Million by Automating Service Calls on Blackberry Smartphones by BlackBerry February 2009 - (Free Research) Encumbered by paper-based work orders and instructions relayed verbally, Cable TV company Videotron needed a solution that helped manage service requests in a way that cut costs and service call mistakes. They chose a wireless solution from Blackberry that automates all administrative steps involved in handling a service call.  (CASE STUDY) READ ABSTRACT |

Leading Virtualization 2.0: How Intel is Driving Virtualization Beyond Consolidation Into a Solution for Maximizing Business Agility Within the Enterprise by Insight & Intel October 2008 - (Free Research) Virtualization is one of the hottest technologies in IT infrastructure today. Intel is helping enable the next generation of virtualization usage efficiently. Virtualization 2.0 focuses on increasing service efficiency through flexible resource management. In the near future, this usage model will become absolutely critical to data centers.  (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 |

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