CRM without Compromise: A Strategy for Profitable Growth by SAP America Inc. This white paper describes the concept of “CRM without compromise,” elucidating how organizations can maximize their results by taking a more structured, more... >> Discover more offerings from SAP America Inc.

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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

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

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

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

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) VIEW ABSTRACT | GO TO WEBCAST

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

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

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

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

Webcast: Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry November 2009 - (Free Research) The global economy has gone through a painful restructuring in the last year. The economic downturn has however presented many opportunities for firms to cut costs and enhance their productivity. In this webcast you'll learn how to leverage those opportunities using Blackberry® solutions for accounting firms. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

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) GO TO WHITE PAPER

Leading VC Firm Keeps Citrix XenApp, Microsoft Exchange and Blackberry Enterprise Server "Always On" with Marathon Technologies by Marathon Technologies September 2009 - (Free Research) Find out how Argo Global Capital utilized server virualization to simplify, consolidate and reduce operating costs in their data center. Since implementing XenServer with everRun, Argo has had zero downtime, even during a significant hardware failure. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Business Intelligence for Process Industries: Actionable Insights for Business Decision Makers by SAP America Inc January 2009 - (Free Research) Firms in Process Industries have made significant investments in information technology to increase the efficiency of their operations and supply chains. By integrating real-time decision making with mission-critical business processes, smart businesses can set a path for industry leadership. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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

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) VIEW ABSTRACT | GO TO CASE STUDY

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

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

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

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

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

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

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

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