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Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft August 25, 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

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

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) VIEW ABSTRACT | GO TO 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) GO TO 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) VIEW ABSTRACT | GO TO WHITE PAPER

Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP America Inc January 2007 - (Free Research) 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. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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) GO TO WHITE PAPER

Hitting the Moving Target of Operational Excellence: Identifying and Obtaining the Information Needed for Continued Success by SAP America Inc 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) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO CASE STUDY

AdminStudio and Workflow Manager Save Tauw Engineering Time, Effort and Budget by Flexera Software August 2009 - (Free Research) Implementing AdminStudio and Workflow Manager alongside Microsoft System Center Configuration Manager and App-V deployments, a Dutch engineering firm shares their story. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

The Acid Test for the On-Demand Data Center: A CIO's Evaluation and Selection Guide by NetSuite July 2009 - (Free Research) This paper sets out a framework for evaluating a data center. It considers the special factors that apply to an on-demand infrastructure, many of which go well beyond the standards applicable to the average enterprise data center. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

State of the Data Integration Market by Oracle Corporation November 2008 - (Free Research) This white paper reviews the state of the market for data integration for 2008 and 2009. It defines data integration, discusses the trends in the data integration market, and provides lessons learned from real implementations. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Practical Recommendations for Data Migration - A White Paper by Bloor Research by Talend February 2009 - (Free Research) Data migration can be defined as transferring of data between storage types, formats or computer systems, it is required when organizations or individuals change computer systems or upgrade to new systems. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc December 2008 - (Free Research) 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. (WHITE PAPER) GO TO WHITE PAPER

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

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

The Role of Open Source Data Integration - An Analyst White Paper, by Mark Madsen by Talend January 2009 - (Free Research) This report by Mark Madsen will explain what data integration is, and especially the difference between Operational Data Integration and Analytic Data Integration. It highlights the benefits of open source for data integration, and provides a series of recommendations to make the integration job easier, repeatable and more productive. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

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

Enabling Growth through Business Model Innovation Change Is the Only Constant by SAP America Inc September 2008 - (Free Research) Find out why industry leaders rely on innovative business models as the competitive assets that help them expand their industry influence and improve their market position - and learn how you can help transform your firm's business model. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Global Small or Medium-Sized Business (SMB) by Cisco Systems, Inc. August 2009 - (Free Research) Raymond Boggs, vice president of SMB research for the global market intelligence firm IDC, recently talked to Cisco® about how companies can use unified communications to successfully conduct business in multiple countries - with or without offices in those countries. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Key Considerations in Building an E-mail Archiving and Compliance Strategy - Webcast by Hewlett-Packard Company October 2009 - (Free Research) In this webcast, learn how Brunel University solved their email management challenges of massive email growth, lengthy tape backups and long searches. Discover how to develop an email archiving strategy that automatically captures, preserves and manages all corporate emails for compliance regulations. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

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) VIEW ABSTRACT | GO TO WHITE PAPER

Live Chat: Unified Messaging features of Exchange 2010 by Microsoft November 2009 - (Free Research) Join IT Knowledge Exchange for a LIVE chat hosted by Microsoft Unified Messaging and Exchange experts Frank Byrum, Ed Banti, and Yesim Koman. Sign up for a reminder today and join our chat LIVE on November 12th from 11AM EST to 2PM EST. (WEBCAST) GO TO WEBCAST

Networking Solutions Resource Center by Cisco Systems, Inc. November 2009 - (Free Research) This Networking Solutions Resource Center was developed to bring the latest information on networking technology to today's IT pros. The videos, reports, whitepapers, podcasts and other materials that you'll find here were created to show you how your company's networks can help the people who work there be more efficient and productive every day. (RESOURCE CENTER) GO TO

Reality Check: Five Things You Should Know About SIP by Catalyst Telecom November 2009 - (Free Research) In this edition of Reality Check, telecom analyst and resident expert Jon Arnold discusses the five things you should know about SIP. Take a listen and learn about SIP trunking, presence, mobile SIP and more. (PODCAST) VIEW ABSTRACT | GO TO PODCAST

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