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Addressing Compliance Initiatives with Center for Internet Security Benchmarks by Tripwire, Inc. January 01, 2009 - (Free Research) This whitepaper details the background you need to build an effective compliance program by understanding benchmarks, the basic building blocks of compliance initiatives. You'll learn about the benchmarks specified by the Center for Internet Security (CIS), which are often used as a starting point for creating a compliance initiative. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Enhance Your Business Banking Client Relationships with RIA Technologies by Actuate September 10, 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

Business Intelligence: Actionable Insights for Business Decision Makers by SAP America Inc January 23, 2009 - (Free Research) To gain greater business insight and transparency, organizations urgently require a new generation of business intelligence tools and applications that allows cross-enterprise, interenterprise and external data to be integrated and analyzed. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Global Small or Medium-Sized Business (SMB) by Cisco Systems, Inc. August 14, 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

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

Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 2009 - (Free Research) 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. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 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

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

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

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

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

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

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

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

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) VIEW ABSTRACT | GO TO CASE STUDY

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

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

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) 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

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

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

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