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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 20, 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) VIEW ABSTRACT | GO TO WHITE PAPER

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) GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

Assess Your Enterprise Agility by SAP America Inc 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) VIEW ABSTRACT | GO TO ANALYST REPORT

Leveraging the Talent Supply Chain for a Competitive Advantage by SAP America Inc 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) VIEW ABSTRACT | GO TO WHITE PAPER

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 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) GO TO WHITE PAPER

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 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) VIEW ABSTRACT | GO TO CASE STUDY

Plan Now for Licensing Windows 7 by Dell, Inc. July 2009 - (Free Research) This Forrester Research paper will show you how analyzing your options for upgrading to Windows 7 can save you down the road. One of the first steps IT managers should take is to determine their firm's Windows 7 licensing strategy and how it fits into their broader Microsoft relationship. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO CASE STUDY

Reducing Time and Staff Required to Meet Customer Service Level Requirements for Security and Compliance by Shavlik Technologies July 2009 - (Free Research) As ORCS introduced Windows Server 2008 into the network, they sought new ways to improve efficiency. The need for an improved patch management system, combined with the requirements for PCI compliance, presented a dual challenge that they hoped they could address with a single technology solution. And they did. Read this case study to learn how. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

Warehouse Management Today: Balancing Financial Pressures and Growing Demands by SAP America Inc January 2009 - (Free Research) 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. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Taking Control of Your Business: Growing Profitably in the Professional Services Market by SAP America Inc 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) VIEW ABSTRACT | GO TO WHITE PAPER

Firm Boosts Collaboration, Responsiveness to Customers with Unified Communications by Microsoft August 2008 - (Free Research) This case study examines the benefits BSA LifeStructures was able to gain by deploying a communications solution using Microsoft Office Communications Server 2007, Exchange Server 2007with Unified Messaging, and LifeCam webcams. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO 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) GO TO WHITE PAPER

Augmenting the Value of ERP to Achieve the Perfect Plant by Apriso Corporation September 2008 - (Free Research) This paper reviews multiple compelling issues of establishing and maintaining connectivity to manufacturing operations to achieve the Perfect Plant through an existing ERP system. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO CASE STUDY

Green Special Report Podcast Transcript by 3PAR July 2009 - (Free Research) In this presentation transcript, Peter Bachner, Site Editor for SearchStorage.com, discusses green storage with Nick Simpson, an analyst with Burton Group, an enterprise IT research firm focused on infrastructure technologies. Nick has more than 20 years of experience in storage, enterprise servers, and system software. (PRESENTATION TRANSCRIPT) VIEW ABSTRACT | GO TO

eBook: Lean manufacturing and ERP: How to leverage ERP to get lean by IQMS March 2009 - (Free Research) A manufacturing firm adopting the principles of lean manufacturing can effectively leverage the company's ERP system during its transition to lean. This E-Book explains what part of the plant you should start with; the importance of simplifying the ERP system; how to balance the ERP system with lean principles; and what pitfalls to avoid. (EBOOK) VIEW ABSTRACT | GO TO

Enhance Your Business Banking Client Relationships with RIA Technologies by Actuate September 2009 - (Free Research) Web 2.0 applications have forever changed the way that consumers interact with financial firms and those experiences have raised their expectations for online banking. Banks can now deliver Rich Internet Applications that automate business processes while providing a user experience that elicits real enthusiasm in the marketplace. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

NBA Basketball Team Scores with Sales Force Automation Tool by Microsoft April 2008 - (Free Research) Read how a Microsoft Dynamics solution helped a NBA Basketball team gain benefits such as system connectivity, sales force automation, and enhanced productivity. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO WEBCAST

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