Microsoft Dynamics CRM Solutions for Retail Banking

Size: px
Start display at page:

Download "Microsoft Dynamics CRM Solutions for Retail Banking"

Transcription

1 Performance Microsoft Dynamics CRM Solutions for Retail Banking White Paper Setting new standards that enable retail banks to attract, retain, and service customers with superior speed, efficiency, and satisfaction. Date: March 2008

2 Contents Introduction: Opportunities and Challenges... 3 Business Agility in Retail Banking... 5 What is Relationship Banking?... 5 Benefits of CRM and Customer Metrics for Retail Banking... 7 Channel Renewals and the Customer Experience... 7 Why Microsoft Dynamics CRM?... 9 Business Process Management Return on Investment Service Oriented Architecture (SOA) Familiar Look and Feel and 360 Client View Choosing the Right CRM Vendor Conclusion Microsoft Dynamics CRM for Retail Banking

3 Introduction: Opportunities and Challenges For retail banks in both developed and emerging markets, globalization, market growth, increasing regulatory requirements, heightened customer expectations, and intense competition present increasing challenges. In addition, 20 years ago a typical retail bank offered 3-6 products. Today, it features products. It had 3 business units (Corporate, Small and Midsized Business, and Individual); today, banks can have 25 and more business units for each market segment. These pressures impact all aspects of bank operations, including mortgages, personal loans, credit cards, and savings and checking accounts. Increasing transaction volumes require operational performance that too often is not met by legacy technology, which in most banks is based on traditional products and disconnected systems. Because their business systems and information exist in silos, many banks simply do not have the agility they need to adapt operations to meet the demands of a changing business environment. Channel renewals present another challenge and another opportunity to improve business growth for retail banking. Consumers are readily accepting alternative channels to paper-based-transactions. Equipped with systems that help them deliver the right information at the right time, commercial and retail banks can realize business growth without the expense of adding staff. At the same time, branch expansion is becoming a primary growth engine for retail banks, especially in emerging markets such as Eastern Europe and Latin America. Consumers and small businesses still go to branches and contact the bank through tellers to cash or deposit payments. Banks then use this customer information as an opportunity to cross-sell other services and products. However, a trend in more developed countries shows consumers and small businesses using alternative channels, such as client Internet sites and mobile devices, to communicate with the bank. In this case, can the branch still serve as a cost-effective channel for delivering and selling services? Are banks ready for this scenario? From an operational standpoint, branch managers still must motivate branch personnel to deliver superior customer service, while following the bank s strategic goals for growing business and reducing operational costs. Technology can empower retail banks to keep pace with these challenges. To date, the IT infrastructure within banks often has not grown by design, but rather in response to changing business needs, geographic expansion, and government regulations. The result is a mix of legacy systems, applications, business silos, duplicated customer data, and fragmented customer views. Failure to incorporate data from disparate systems into business processes results in an incomplete customer view, manual sales processes, disconnected operations, and poor client communications, leading to lower customer satisfaction. To stay competitive now and in the future, retail banks need to concentrate on critical business tactics necessary to find, acquire, and keep their client base. They also need to find ways to increase efficiency, improve customer satisfaction, and generate better returns on investments. Back-office operations, such compliance management, credit-card processing, or opening and closing accounts, offer a great opportunity for retail banks to improve processes using Customer Relationship Management (CRM) strategies and solutions. Effective CRM can enable retail banks to measure customer MICROSOFT DYNAMICS CRM FOR RETAIL BANKING 3

4 value and help them explore challenges and opportunities for developing business models for managing customers, products, and services. This paper provides Microsoft customers and partners with examples of how Microsoft Dynamics CRM can benefit banks that focus on consumers and small and midsized businesses. The goal is to outline current and future needs for CRM in retail banking and describe how Microsoft Dynamics CRM facilitates long-term success and sustainable competitive advantage by adding value to every point of contact with customers. The Microsoft Dynamics CRM platform has become a leading solution for the financial services industry. With ongoing investments in innovation based on customer feedback, Microsoft Dynamics CRM offers the banking industry new tools, advanced feature enhancements, and robust platform capabilities. The recent release of Microsoft Dynamics CRM 4.0 delivers a platform that is more flexible than ever, providing innnovative technologies and a wide range of capabilities that allow financial institutions to strengthen customer relationships. Microsoft Dynamics CRM for Retail Banking 4

5 Business Agility in Retail Banking Retail banks need to adapt quickly to changing market and business needs, continue to seek additional revenue, and improve operational efficiency. With millions of customers and hundreds of thousands of daily transactions, any retail bank needs to constantly analyze its market and customer requirements, allocate tasks and resources, and optimize products and business processes to meet new demands. Market dynamics, capital equipment expenditures, labor costs, and staffing volatility can all be managed through business agility, flexible load balancing, and superior business process management. Achieving optimized client service, improved operational efficiency, and higher profits presents significant technical challenges. To meet these demands, Service Oriented Architecture (SOA) provides a technical platform that delivers the agility required in retail banking. This paper includes a discussion of SOA that illustrates how it can support an agile business environment for retail banks. Figure 1: Business development and customer value What is Relationship Banking? The strategies retail banks need to enhance services, renew delivery channels, improve risk management, and increase operational efficiency are based on knowing what their customers want from them, how those customers choose to interact with the bank, and their financial behavior. Relationship banking depends on both a complete view of customer information and history and the ability to build customer value metrics and business intelligence based on customer data. MICROSOFT DYNAMICS CRM FOR RETAIL BANKING 5

6 At the same time, banks need to create transparent operations that will allow internal units to collaborate, free financial agents from worrying about technology, and make customers feel that they are dealing with a single organization aiming to support their financial needs. As a case in point, almost everyone is familiar with the phone support example of transferring a customer to a different agent and requiring them to re-provide account information or wait for the agent to access multiple systems. Millions of Euros are wasted each year, a few seconds at a time, when an agent is forced to re-enter or search for basic customer information such as an account or credit card number. When retail banking and branch operations and business intelligence cannot be transferred from one interaction to the next, the sum of lost opportunity is staggering. The road to transparency begins with data infrastructure the rationalization and transformation of the organization to a customer-centric business. Figure 2: Traditional Banking vs. Relationship Banking Microsoft Dynamics CRM for Retail Banking 6

7 Benefits of CRM and Customer Metrics for Retail Banking Both the measurement of customer value metrics and customer segmentation are essential for retail banks that want to offer customers superior services and products. They are the two pillars that improve operational efficiency and enable banks to develop sustainable and healthy growth and revenue increase. To date, few retail banks have realized the full potential of including customer value metrics in their business development model and building business strategies based on customer value management. As a result, CRM solutions are gaining increased attention as a means to providing retail banks with tools that include: Customer profiles that allow agents and relationship managers to capture client information at every contact point, helping them build strategic customer knowledge and insight over time. Account managers can anticipate changes in each client's life cycle and the market to make appropriate offerings, resulting in reduced sales time and increased wallet share. Campaign management supported by real-time messaging, built on efficient customer segmentation and automated marketing lists. Marketing units can generate effective and measurable campaign activities to maximize campaign response across all channels and increase the number of leads and opportunities. Data warehousing and business intelligence that provide decision makers with fast, deep access to the customer profiles and information they need to plan and develop successful strategies that increase revenue and return on investment. Automated workflow and business process management that enable banks to capture and monitor every opportunity detail, provide and revise quotes, and efficiently create and process customer agreements once a proposal has been accepted with little or no human interaction, and at the same time increase customer knowledge. Connected, consolidated data and systems that provide comprehensive information about the complete portfolio of products held by each customer, increase service consistency, and enable operational efficiency and collaboration across multiple units for higher customer satisfaction and better customer retention. Management functions and tools that drive confident decision making based on deep visibility into integrated customer data, helping branch management and personnel better manage sales and conduct local events and marketing campaigns. An effective complaint management system designed to help retail banks identify areas that need change and allow clients to provide input relevant to service and product improvement, giving banks a second chance to serve and satisfy dissatisfied clients, strengthening customer relationships, and increasing customer retention. Channel Renewals and the Customer Experience Banks that deliver a consistent customer experience across multiple channels build and reinforce customer confidence. Effective CRM is aware of all interactions, regardless of service channel. It allows the bank to transfer relevant knowledge gathered through one channel and re-use that knowledge for any other channel that the customer chooses. For example, data entered by a MICROSOFT DYNAMICS CRM FOR RETAIL BANKING 7

8 customer on an Internet-based loan application can be transferred in real time to a contact service agent s desktop when the customer calls the bank service number or visits the branch. Figure 3: Excellent service through any channel that the customer chooses The banking community is aware that channel renewal, combined with a customer-centric approach, can provide a powerful platform for better serving customers and building superior business strategies that improve sales and marketing effectiveness. CRM in retail banking can increase the value of customer service and enable banks to offer better products by effectively using customer information, regardless the channel that the customer chooses. Microsoft Dynamics CRM for Retail Banking 8

9 Why Microsoft Dynamics CRM? CRM solutions can address many areas of immediate focus for retail banks, including branch sales operations, customer segmentation, cross-selling and up-selling opportunities, marketing automation, campaign management, customer service, complaint management, collaboration, and business analytics. To maintain competitiveness, retail banks need a faster, more accurate, and more complete way of capturing, processing, and sharing customer data and business information across multiple channels and multiple business units. A customer-centric bank makes customer information the centerpiece for business decisions at all times, which means that a CRM system must provide tools that enable fast, flexible access and management for customer information. A siloed approach to information gathering and data management makes it difficult for personnel to access a unified view of a given customer and collaborate effectively. And when employees spend the bulk of their time chasing down scattered information, they cannot fully manage risks, make strategic business decisions, determine the best way to serve the customer, and ensure compliance with new regulations. We asked numerous banking customers why they chose Microsoft Dynamics CRM as the solution that could address these challenges. Here are the top reasons: Intuitive user interface that maps to the Microsoft Office system Proven integration with Microsoft applications Improved flexibility and ability to integrate with other systems and platforms (superior architecture based on SOA) Increased user adoption; rather than struggling to learn a new CRM application, personnel work within a familiar Microsoft Office system interface A large number of partners that know the technologies and can develop new functionality Microsoft as a reliable vendor that provides banks with a clear roadmap to future development and software releases A platform that delivers a low(er) total cost of ownership (TCO) from end to end (purchase price, licensing cost, development cost, support and maintenance cost) Flexible workflow tool that can be used across all business units Integrated business intelligence and reporting tools for management and auditors Flexible tools designed for knowledge workers who do not do everything the same way every day Reduced training costs, because Microsoft Dynamics exposes all client information in one portal and offers intuitive workflow capabilities Easy integration with legacy systems and disparate applications that eliminate data re-entry Banks are obviously looking for new systems that combine different requirements across all business units and work together to improve response time, integration, user adoption, and reporting and analysis. MICROSOFT DYNAMICS CRM FOR RETAIL BANKING 9

10 While banks often have a well-structured sales process in place, back-end IT systems do not give them the support and agility they need to continuously improve business processes. With Microsoft Dynamics CRM, banks can realize: Greater process efficiency: Employees use an integrated, automated approach to aggregating data from different applications, multiple channels, and all business units to provide dynamic updates to customer records. By eliminating or reducing manual intervention, banks can improve efficiencies and reduce the frequency of errors. Expand business opportunities: By taking advantage of new analytics capabilities offered through the Microsoft Dynamics CRM platform, business development managers and decision makers gain deeper insight into customer interactions, sales processes, and business opportunities, helping them increase sales and marketing effectiveness. Increased productivity: Microsoft Dynamics CRM works like and with the familiar Microsoft Office system, reducing learning curves for bank personnel and ensuring higher acceptance. Regardless of where they sit within the organization, people can get started quickly and use the system every day without losing their focus on what s most important. Microsoft Dynamics brings together people, processes, and technologies to increase business productivity and effectiveness. Business Process Management Figure 4: 360 views of client and business Effective business process management enables retail banks to focus on customers and optimize customer processes, which in turn gives them a competitive position in the global and transparent market and helps them increase revenue. That is why a CRM application cannot be an isolated solution, but rather 10 Microsoft Dynamics CRM for Retail Banking

11 should optimize and integrate all processes across all departments to create a 360 customer view. Equipped with the right CRM system, the bank can put the customer at the center of universe. Figure 5: Orchestration of business processes Orchestrating all client interactions and business processes presents retail banks with a major challenge. A CRM system is one of the main prerequisites for gathering the intelligence needed for excellent orchestration. Banks also need a flexible CRM process infrastructure that enables them to react quickly to customer needs, market changes, and business requirements. 11 MICROSOFT DYNAMICS CRM FOR RETAIL BANKING

12 Return on Investment Management has the full right to ask, What are the benefits of implementing a CRM system? CRM success depends on measurable ROI over a short period. Expenditures and prospective earnings over a certain period must be defined, and the return flow from a CRM investment should ensure that a project is headed in a right direction. The load management in retail banking presents a technical challenge; shifting peak period workloads toward untapped resources in branches, remote call centers, or outsourced partners will increase ROI, but they require a collaborative platform and a tightly integrated application solution. Similar challenges apply to banks that are growing rapidly and need to integrate resources from recent acquisitions. Microsoft Dynamics CRM offers process-driven workflow and integration capabilities that bring diverse units and people together, while integrating fully with core-banking business and introducing flexible processes. By implementing Microsoft Dynamics CRM, retail banks can realize tangible benefits that drive faster ROI: Core data and customer visit information are captured both at the front office and directly through the CRM system, increasing efficiency and eliminating most paperwork for all business units. By providing management with high-quality information, Microsoft Dynamics CRM facilitates accurate and timely reports and sophisticated analyses that support better planning and forecasting. Customer contacts and correspondence are managed through a centralized database and automated support process, helping ensure cohesive and consistent customer service across all channels. Customer communications reflect an efficient, high-quality firm. Along with easy access to complete customer information and history, Microsoft Dynamics CRM includes communications templates that can help banks establish a clear corporate identity and standard guidelines for communications. 12 Microsoft Dynamics CRM for Retail Banking

13 Service Oriented Architecture (SOA) Decision makers for financial institutions want a single desktop view that integrates services and information across multiple applications, including core banking, intranets, and the Internet. Microsoft Dynamics CRM provides all business groups with a personalized, role-based view of business data and customer processes to help retail banks build and deliver high-quality services and products. Microsoft Dynamics CRM is a scalable solution based on SOA and Web services, giving retail banks the flexibility to customize processes and workflows to meet precise organizational needs. It provides: An enterprise repository for common components, functions, and data elements used across channels and applications A process-oriented management system that lets organizations easily create, extend, reuse, and deploy workflows and business processes across channels and applications Cross-application features such as reports, benchmarks, alerts, and auto-enrollment to enable business decision makers and management to build more accurate plans, increase process efficiency, and ensure load-balancing In addition, Microsoft Dynamics CRM extends SOA technology to provide real-time connectivity and a multitude of offline capabilities that enable staff to conduct business when they are travelling or when host communications are not available. This means that the bank also benefits from lower cost of ownership, competitive agility, and rapid deployment of changes and customizations. Business and CRM Data in Retail Banking Driven by Customer Value Bank process Core banking and back office Branch management Customer services Complaint management Analysis tools (KPIs) Customer segmentation Document management Sales process Market and potential analyses Business development Customer process Promotion Acquisition Contracting Servicing Up-Selling Partner process Partner platform (extranet/intranet) Tips and market information Community Forum portal & self-service Cooperative processes Collaboration and support Controlling and accounting Wholesale Service-Oriented Architecture Products Business processes Collaboration and projects 13 MICROSOFT DYNAMICS CRM FOR RETAIL BANKING

14 Familiar Look and Feel and 360 Client View Microsoft Dynamics CRM delivers a complete set of tools and functions in a single user interface that works as a natural extension of Microsoft Office Outlook, without sacrificing the requirements for financial transaction entry that users need in a banking application. Features that include a 360 customer view, campaign management, and integration with Microsoft Office system applications help improve service delivery capabilities. By combining a familiar user experience with built-in tools that are easy to learn and use, banks can increase user adoption, reduce training costs, and empower employees to work the way they want. In addition, Microsoft Dynamics CRM provides a single solution to help agents provide improve customer service, generate new business, and work more efficiently. Microsoft Dynamics CRM enables retail banks to: Manage customers financial profiles Establish a financial sales and service culture Develop an investment and profitability plan Develop a revenue plan based on customer and product knowledge Integrate thoroughly with core banking applications Figure 6: One solution that delivers the information you need, the way you want 14 Microsoft Dynamics CRM for Retail Banking

15 Choosing the Right CRM Vendor To implement a successful CRM solution, a bank needs to establish a long-term partnership with the vendor that ensures they can meet long-term CRM objectives and investments. The vendor needs to provide significant commitment and resources that help ensure successful implementation and future application improvements. The right vendor will use a partner network of international expertise to support the bank throughout its CRM journey. Expectations include: Long-term commitment from the vendor, along with a clear roadmap that spans product innovation and support for continuous applications improvements and healthy growth of customer and partner networks Skills transfer to bank personnel across the organization, which helps ensure vendor independence and helps the bank achieve self-sufficiency during the project implementation Regular training of customers and partners to support updates and customizations, helping ensure easier, more cost-effective upgrades to new versions of the application A large community of partners and vendors that ensure platform and infrastructure expertise, along with business process consulting services that free the bank to choose implementation and maintenance partners The bank needs to establish formal ROI, TCO, and performance criteria for the new system; the vendor deployment plan should include a proposed commitment to achieving these goals. The proposed commitment also should include assumptions about the number of concurrent users, accounts, clients, and the number and types of transactions, as well as estimated hardware and maintenance costs. The hardware configuration proposed by the vendor should be based on an independent and standard hardware platform for example, Intel. Equally important, the proposed configuration needs to include sizing recommendations for current and future load at expected business growth rate, accomplished through simple upgrades of hardware and infrastructure that do not require replacements. The proposed solution and configuration should demonstrate a reasonably high level of availability and scalability at all times, excluding scheduled maintenance and backups. The overall system design must take into consideration the need for redundancy at the main site through the support of cluster or Webfarm technology, backup server(s), and redeployment technology, so that a high-availability system can be achieved efficiently and at a reasonable cost. 15 MICROSOFT DYNAMICS CRM FOR RETAIL BANKING

16 Conclusion Retail banks recognize the need to identify, attract, and retain profitable clients, but often lack a full or holistic view of their customers. In addition, client demand for flexible, customized services and products that can be accessed through multiple channels has leveled the competitive playing field. Banks are looking for solutions that will empower branch personnel to make smarter decisions at the point of contact, provide them with a complete customer view that fuels greater customer intimacy, and support their ability to up-sell and cross-sell a full range of financial products and services. Though decision makers understand the value of this comprehensive approach, they are hesitant to take the plunge. They are concerned about high costs, user adoption, and the risks associated with time spent deploying a CRM system that addresses these needs. There is a solution. Microsoft Dynamics CRM provides holistic client information views and intuitive prospecting and relationship management tools that are a natural extension to the Microsoft Office system. With Microsoft Dynamics CRM, your staff can find your best clients and offer all customers the right service at the right time. Through Web services and native SOA architecture, Microsoft Dynamics CRM can aggregate data from disparate sources to provide a fully integrated, 360 customer view that includes client profiles and histories, portfolio accounts, relationships, households, and support records all from a central location and within a familiar user interface. Your staff can focus on immediate and long-term goals for clients and increase wallet share through improved internal collaboration and business process management, critical business alerts, and shorter sales cycles. Microsoft Dynamics CRM also offers a cost-effective, flexible CRM solution that delivers measurable ROI by helping drive sales and customer loyalty without high ongoing costs. Because Microsoft Dynamics CRM is built on the Microsoft platform and utilizes SOA technology, your organization can implement and integrate the solution into your existing systems efficiently and cost-effectively. 16 Microsoft Dynamics CRM for Retail Banking

17 Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free Worldwide The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics Logo, and Outlook are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. 17 MICROSOFT DYNAMICS CRM FOR RETAIL BANKING

Financial Services. CRM Solutions for Insurance Organizations. Microsoft Dynamics CRM. White Paper

Financial Services. CRM Solutions for Insurance Organizations. Microsoft Dynamics CRM. White Paper Financial Services Microsoft Dynamics CRM CRM Solutions for Insurance Organizations White Paper Helping insurance companies transform traditional reactive approaches into a better customer experience and

More information

Banking. Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers

Banking. Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers Banking Using collaborative customer knowledge to increase operational efficiency while retaining loyal, profitable customers In today s challenging global economy, strengthening customer relationships

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

Introducing Microsoft SharePoint Foundation 2010 Executive Summary This paper describes how Microsoft SharePoint Foundation 2010 is the next step forward for the Microsoft fundamental collaboration technology

More information

Understanding How to Choose a Database Platform for Siemens PLM Software s Teamcenter

Understanding How to Choose a Database Platform for Siemens PLM Software s Teamcenter Understanding How to Choose a Database Platform for Siemens PLM Software s Teamcenter White Paper Published: April 2009 For the latest information, see http://www.microsoft.com/sqlserver/2008. Copyright

More information

Vehicle Sales Management

Vehicle Sales Management Solution in Detail Automotive Executive Summary Contact Us Vehicle Sales Optimizing Your Wholesale Business Efficient Sales Collaborative Operation Faced with declining margins, automotive sales organizations

More information

Executive Summary WHO SHOULD READ THIS PAPER?

Executive Summary WHO SHOULD READ THIS PAPER? The Business Value of Business Intelligence in SharePoint 2010 Executive Summary SharePoint 2010 is The Business Collaboration Platform for the Enterprise & the Web that enables you to connect & empower

More information

Managing all your customer interactions Ambit CustomerConnect

Managing all your customer interactions Ambit CustomerConnect RETAIL BANKING Customer Management Human. PRODUCT SHEET Managing all your customer interactions Ambit CustomerConnect SunGard s Ambit CustomerConnect provides banks with an integrated, centralized solution

More information

Supply Chain Management Build Connections

Supply Chain Management Build Connections Build Connections Enabling a business in manufacturing Building High-Value Connections with Partners and Suppliers Build Connections Is your supply chain responsive, adaptive, agile, and efficient? How

More information

IT & Management Consulting Services

IT & Management Consulting Services 2008 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics,

More information

An Oracle White Paper October 2010. Siebel Financial Services Customer Relationship Management for Banking

An Oracle White Paper October 2010. Siebel Financial Services Customer Relationship Management for Banking An Oracle White Paper October 2010 Siebel Financial Services Customer Relationship Management for Banking Executive Overview Banks are in constant interaction with customers. A winning and proven strategy

More information

Industry models for insurance. The IBM Insurance Application Architecture: A blueprint for success

Industry models for insurance. The IBM Insurance Application Architecture: A blueprint for success Industry models for insurance The IBM Insurance Application Architecture: A blueprint for success Executive summary An ongoing transfer of financial responsibility to end customers has created a whole

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

Customer Relationship Management

Customer Relationship Management IBM Global Business Services CRM Customer Relationship Management Solutions from IBM Global Business Services Do you really know your customers? How do they like to interact with you? How do they use your

More information

Statement of Direction

Statement of Direction MICROSOFT DYNAMICS CRM Vision Statement of Direction November 2012 NOTE: The guidance included in this document reflects current release objectives as of November 2012. This document is not intended to

More information

IBM Global Business Services Microsoft Dynamics AX solutions from IBM

IBM Global Business Services Microsoft Dynamics AX solutions from IBM IBM Global Business Services Microsoft Dynamics AX solutions from IBM Powerful, agile and simple enterprise resource planning 2 Microsoft Dynamics AX solutions from IBM Highlights Improve productivity

More information

INSIGHT NAV. White Paper

INSIGHT NAV. White Paper INSIGHT Microsoft DynamicsTM NAV Business Intelligence Driving business performance for companies with changing needs White Paper January 2008 www.microsoft.com/dynamics/nav/ Table of Contents 1. Introduction...

More information

Kronos Workforce Central 6.1 with Microsoft SQL Server: Performance and Scalability for the Enterprise

Kronos Workforce Central 6.1 with Microsoft SQL Server: Performance and Scalability for the Enterprise Kronos Workforce Central 6.1 with Microsoft SQL Server: Performance and Scalability for the Enterprise Providing Enterprise-Class Performance and Scalability and Driving Lower Customer Total Cost of Ownership

More information

A Customer Centric Digital Platform For Utilities. A Joint Capgemini and Pegasystems Solution

A Customer Centric Digital Platform For Utilities. A Joint Capgemini and Pegasystems Solution A Customer Centric Digital Platform For Utilities A Joint Capgemini and Pegasystems Solution 2 A Customer Centric Digital Platform For Utilities Utilities the way we see it Utilities in a changing world

More information

Wealth Management Firms Choose CRM to Improve Productivity and Client Service [SUBHEAD]

Wealth Management Firms Choose CRM to Improve Productivity and Client Service [SUBHEAD] Wealth Management Firms Choose CRM to Improve Productivity and Client Service [SUBHEAD] Independent analysis shows that Microsoft Dynamics CRM drives tangible performance benefits for wealth management

More information

A Road Map to Successful Customer Centricity in Financial Services. White Paper

A Road Map to Successful Customer Centricity in Financial Services. White Paper A Road Map to Successful Customer Centricity in Financial Services White Paper This document contains Confidential, Proprietary and Trade Secret Information ( Confidential Information ) of Informatica

More information

BUSINESS INTELLIGENCE

BUSINESS INTELLIGENCE BUSINESS INTELLIGENCE Microsoft Dynamics NAV BUSINESS INTELLIGENCE Driving better business performance for companies with changing needs White Paper Date: January 2007 www.microsoft.com/dynamics/nav Table

More information

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses

GROW. From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses GROW From Intuit QuickBooks to Microsoft Dynamics GP: A move that makes sense for growing businesses QuickBooks has basic accounting functions, but what Microsoft Dynamics GP offers is the ability to stay

More information

Use Your Contact Center to Build a Better Customer Experience

Use Your Contact Center to Build a Better Customer Experience SAP Brief SAP Customer Relationship Management SAP Contact Center Objectives Use Your Contact Center to Build a Better Customer Experience Engage your customers across all points of contact Engage your

More information

Better Together with Microsoft Dynamics CRM

Better Together with Microsoft Dynamics CRM Better Together with Microsoft Dynamics CRM Enhance the power and effectiveness of Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft

More information

Patient Relationship Management

Patient Relationship Management Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information

More information

IBM Software Enabling business agility through real-time process visibility

IBM Software Enabling business agility through real-time process visibility IBM Software Enabling business agility through real-time process visibility IBM Business Monitor 2 Enabling business agility through real-time process visibility Highlights Understand the big picture of

More information

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011

CRM On Demand now hosted locally in Europe. An Oracle White Paper 2011 CRM On Demand now hosted locally in Europe An Oracle White Paper 2011 Innovation, fuelled by the rapid development of new technologies, continues to drive competitive advantage in the area of customer

More information

Our goal is to create total solutions that are as unique as our clients.

Our goal is to create total solutions that are as unique as our clients. STREAMLINE Microsoft Dynamics CRM Consumer Finance Company Increases Efficiency and Facilitates Growth White Paper Customer Relationship Management Date: July 2006 www.microsoft.com/crm About the Author

More information

Accenture CAS: integrated sales platform Power at your fingertips

Accenture CAS: integrated sales platform Power at your fingertips Accenture CAS: integrated sales platform Power at your fingertips Understanding the market It is a tough market out there: margins are tightening, competition is increasing and the retail landscape is

More information

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP

Realize More Success with Software-plus-Services. Cloud-based software from Microsoft Dynamics ERP Realize More Success with Software-plus-Services Cloud-based software from Microsoft Dynamics ERP Cloud computing is Internet-based development and use of computer technology. Large central data centers

More information

SAP ERP FINANCIALS ENABLING FINANCIAL EXCELLENCE. SAP Solution Overview SAP Business Suite

SAP ERP FINANCIALS ENABLING FINANCIAL EXCELLENCE. SAP Solution Overview SAP Business Suite SAP Solution Overview SAP Business Suite SAP ERP FINANCIALS ENABLING FINANCIAL EXCELLENCE ESSENTIAL ENTERPRISE BUSINESS STRATEGY PROVIDING A SOLID FOUNDATION FOR ENTERPRISE FINANCIAL MANAGEMENT 2 Even

More information

Statement of Direction

Statement of Direction Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Driving workload automation across the enterprise

Driving workload automation across the enterprise IBM Software Thought Leadership White Paper October 2011 Driving workload automation across the enterprise Simplifying workload management in heterogeneous environments 2 Driving workload automation across

More information

Industry models for financial markets. The IBM Financial Markets Industry Models: Greater insight for greater value

Industry models for financial markets. The IBM Financial Markets Industry Models: Greater insight for greater value Industry models for financial markets The IBM Financial Markets Industry Models: Greater insight for greater value Executive summary Changes in market mechanisms have led to a rapid increase in the number

More information

MICROSOFT DYNAMICS CRM Roadmap. Release Preview Guide. Q4 2011 Service Update. Updated: August, 2011

MICROSOFT DYNAMICS CRM Roadmap. Release Preview Guide. Q4 2011 Service Update. Updated: August, 2011 MICROSOFT DYNAMICS CRM Roadmap Release Preview Guide Q4 2011 Service Update Updated: August, 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value in customer relationship management

More information

IBM Software IBM Business Process Management Suite. Increase business agility with the IBM Business Process Management Suite

IBM Software IBM Business Process Management Suite. Increase business agility with the IBM Business Process Management Suite IBM Software IBM Business Process Management Suite Increase business agility with the IBM Business Process Management Suite 2 Increase business agility with the IBM Business Process Management Suite We

More information

Sales Force Automation

Sales Force Automation Sales Force Automation Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities

More information

Turn Your Business Vision into Reality with Microsoft Dynamics SL

Turn Your Business Vision into Reality with Microsoft Dynamics SL Turn Your Business Vision into Reality with Microsoft Dynamics SL You have worked hard to build a vision for your business. With Microsoft Dynamics SL, you can turn that vision into reality with a solution

More information

Enhance visibility into and control over software projects IBM Rational change and release management software

Enhance visibility into and control over software projects IBM Rational change and release management software Enhance visibility into and control over software projects IBM Rational change and release management software Accelerating the software delivery lifecycle Faster delivery of high-quality software Software

More information

Oracle Knowledge Solutions for Insurance. Answers that Fuel Growth

Oracle Knowledge Solutions for Insurance. Answers that Fuel Growth Oracle Knowledge Solutions for Insurance Answers that Fuel Growth When seeking to boost market share and customer retention rates, having answers makes all the difference. Timely answers help brokers and

More information

Turn Your Business Vision into Reality with Microsoft Dynamics NAV

Turn Your Business Vision into Reality with Microsoft Dynamics NAV Turn Your Business Vision into Reality with Microsoft Dynamics NAV You have worked hard to build a vision for your business. With Microsoft Dynamics NAV, you can turn that vision into reality with a solution

More information

Improving contact center productivity and customer satisfaction with a proven portal solution.

Improving contact center productivity and customer satisfaction with a proven portal solution. Portal solutions for contact centers Executive brief January 2006 Improving contact center productivity and customer satisfaction with a proven portal solution. Page 2 Contents 2 Executive summary 3 Contact

More information

US ONSHORING OFFERS SUPERIOR EFFECTIVENESS OVER OFFSHORE FOR CRM IMPLEMENTATIONS

US ONSHORING OFFERS SUPERIOR EFFECTIVENESS OVER OFFSHORE FOR CRM IMPLEMENTATIONS US ONSHORING OFFERS SUPERIOR EFFECTIVENESS OVER OFFSHORE FOR CRM IMPLEMENTATIONS Whitepaper Eagle Creek Software Services March 2015 Introduction CRM services are shifting from a focus on point solution

More information

Making Every Project Business a Best-Run Business

Making Every Project Business a Best-Run Business SAP Functions in Detail SAP Business Suite SAP Commercial Project Management Making Every Project Business a Best-Run Business Table of Contents 3 Quick Facts 4 Facilitating Optimal Project Delivery for

More information

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011 MICROSOFT DYNAMICS CRM Vision Statement of Direction Update: May, 2011 Microsoft Dynamics CRM - Statement of Direction, May 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value

More information

Top Reasons to Purchase a Business Solution from Microsoft. A White Paper for Small and Midsize Businesses

Top Reasons to Purchase a Business Solution from Microsoft. A White Paper for Small and Midsize Businesses Top Reasons to Purchase a Business Solution from Microsoft A White Paper for Small and Midsize Businesses 0 Contents Introduction 2 It s More Than Just ERP 2 Helps Your People Work Better, Faster, and

More information

Microsoft Dynamics NAV for Government Contractors

Microsoft Dynamics NAV for Government Contractors Microsoft Dynamics NAV for Government Contractors Introduction Small to midsize companies that do business with the federal government have unique challenges not typically faced by companies that exclusively

More information

INFORMATION CONNECTED

INFORMATION CONNECTED INFORMATION CONNECTED Cover Your Lending and Leasing Business from All Angles Oracle FLEXCUBE Lending and Leasing Define. Comply. Collect. Adapt. A Comprehensive Solution for All Your Lending Needs The

More information

ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY

ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY ENTERPRISE MANAGEMENT AND SUPPORT IN THE TELECOMMUNICATIONS INDUSTRY The Telecommunications Industry Companies in the telecommunications industry face a number of challenges as market saturation, slow

More information

SharePoint Composites. Do-It-Yourself SharePoint solutions

SharePoint Composites. Do-It-Yourself SharePoint solutions SharePoint Composites Do-It-Yourself SharePoint solutions Executive Summary SharePoint Composites, the newest set of capabilities in Microsoft SharePoint Server 2010, enables do-it-yourself collaborative

More information

Oracle Business Intelligence Applications Overview. An Oracle White Paper March 2007

Oracle Business Intelligence Applications Overview. An Oracle White Paper March 2007 Oracle Business Intelligence Applications Overview An Oracle White Paper March 2007 Note: The following is intended to outline our general product direction. It is intended for information purposes only,

More information

ORACLE SALES ANALYTICS

ORACLE SALES ANALYTICS ORACLE SALES ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Analyze pipeline opportunities to determine actions required to meet sales targets Determine which products and customer segments generate

More information

Financial Services. Gaining competitive advantage by attracting and retaining more loyal, profitable clients

Financial Services. Gaining competitive advantage by attracting and retaining more loyal, profitable clients Financial Services Gaining competitive advantage by attracting and retaining more loyal, profitable clients Today s fi nancial services organizations challenged by globalization, deregulation, industry

More information

Statement of Direction

Statement of Direction Microsoft Dynamics NAV Statement of Direction Product strategy and roadmap for Microsoft Dynamics NAV Date: May 2012 www.microsoft.com/dynamics/nav Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Turn Your Business Vision into Reality with Microsoft Dynamics NAV

Turn Your Business Vision into Reality with Microsoft Dynamics NAV Turn Your Business Vision into Reality with Microsoft Dynamics NAV You have worked hard to build a vision for your business. With Microsoft Dynamics NAV, you can turn that vision into reality with a solution

More information

SOLUTIONS. Microsoft Dynamics Business Management Solutions

SOLUTIONS. Microsoft Dynamics Business Management Solutions SOLUTIONS Microsoft Dynamics Business Management Solutions Integrated, adaptable business management solutions that work like and with familiar Microsoft software, helping you drive business success. ENABLE

More information

Banking on Business Intelligence (BI)

Banking on Business Intelligence (BI) Banking on Business Intelligence (BI) Building a business case for the Kenyan Banking Sector The new banking environment in Kenya is all about differentiating banking products, increased choices, security

More information

Marketing Automation with Microsoft Dynamics

Marketing Automation with Microsoft Dynamics Marketing Automation with Microsoft Dynamics Deliver impactful marketing campaigns and consistent communications with Microsoft Dynamics CRM for Marketing Provide marketing professionals with robust data

More information

Top Reasons to Purchase a Business Solution from Microsoft

Top Reasons to Purchase a Business Solution from Microsoft Top Reasons to Purchase a Business Solution from Microsoft Introduction You ve worked hard to build your small or midsize business and when it comes to the technology that helps you run it, there s no

More information

Delivering Vertical Solutions to a Global Market

Delivering Vertical Solutions to a Global Market PARTNERSHIP Microsoft Dynamics AX Microsoft Dynamics Industry Solutions Delivering Vertical Solutions to a Global Market White Paper July 2007 http://www.microsoft.com/dynamics/ax/product/industrysolutions.mspx

More information

CPG Distribution. Improving profits and customer satisfaction through innovation

CPG Distribution. Improving profits and customer satisfaction through innovation 2008 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics,

More information

Software Industry KPIs that Matter

Software Industry KPIs that Matter Software Companies Run Better on NetSuite. Software Industry KPIs that Matter Sponsored by Improved Results from Businesses Like Yours Business Visibility 360 o Visibility & Actionable Insight Increased

More information

Calculating ROI for Business Intelligence Solutions in Small and Mid-Sized Businesses

Calculating ROI for Business Intelligence Solutions in Small and Mid-Sized Businesses Calculating ROI for Business Intelligence Solutions in Small and Mid-Sized Businesses Introduction Successful business intelligence implementations can unlock key information within a company s data vaults

More information

IBM Customer Experience Suite and Electronic Forms

IBM Customer Experience Suite and Electronic Forms Introduction It s more important than ever to have a set of capabilities that allow you to create dynamic, self service options for your customers that leverage existing processes and infrastructure. Your

More information

GROWTH. Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth

GROWTH. Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth GROWTH Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth

More information

Improving customer satisfaction and operational efficiencies with a proven portal solution.

Improving customer satisfaction and operational efficiencies with a proven portal solution. Portal solutions for the retail industry Executive brief October 2005 Improving customer satisfaction and operational efficiencies with a proven portal solution. Page 2 Contents 2 Executive summary 2 Retail

More information

Outperform Financial Objectives and Enable Regulatory Compliance

Outperform Financial Objectives and Enable Regulatory Compliance SAP Brief Analytics s from SAP SAP s for Enterprise Performance Management Objectives Outperform Financial Objectives and Enable Regulatory Compliance Drive better decisions and streamline the close-to-disclose

More information

Windows Embedded Security and Surveillance Solutions

Windows Embedded Security and Surveillance Solutions Windows Embedded Security and Surveillance Solutions Windows Embedded 2010 Page 1 Copyright The information contained in this document represents the current view of Microsoft Corporation on the issues

More information

Business Service Management Links IT Services to Business Goals

Business Service Management Links IT Services to Business Goals WHITE PAPER: BUSINESS SERVICE MANAGEMENT Business Service Management Links IT Services to Business Goals JANUARY 2008 Sarah Meyer CA SOLUTIONS MARKETING Table of Contents Executive Summary SECTION 1 2

More information

IBM Analytical Decision Management

IBM Analytical Decision Management IBM Analytical Decision Management Deliver better outcomes in real time, every time Highlights Organizations of all types can maximize outcomes with IBM Analytical Decision Management, which enables you

More information

Navigating the Changing Insurance Landscape

Navigating the Changing Insurance Landscape Navigating the Changing Insurance Landscape leveraging social media, big data, the cloud, and mobility Colleen Healy Microsoft, General Manager, Financial Services What We Hear From Our Customers Help

More information

Predictive analytics with System z

Predictive analytics with System z Predictive analytics with System z Faster, broader, more cost effective access to critical insights Highlights Optimizes high-velocity decisions that can consistently generate real business results Integrates

More information

IBM Tivoli Service Request Manager

IBM Tivoli Service Request Manager Deliver high-quality services while helping to control cost IBM Tivoli Service Request Manager Highlights Streamline incident and problem management processes for more rapid service restoration at an appropriate

More information

Transforming customer service with business analytics

Transforming customer service with business analytics IBM Software Business Analytics Customer Service Transforming customer service with business analytics 2 Transforming customer service with business analytics Contents 2 Overview 2 Customer service is

More information

Harness the value of information throughout the enterprise. IBM InfoSphere Master Data Management Server. Overview

Harness the value of information throughout the enterprise. IBM InfoSphere Master Data Management Server. Overview IBM InfoSphere Master Data Management Server Overview Master data management (MDM) allows organizations to generate business value from their most important information. Managing master data, or key business

More information

IBM Cognos TM1. Enterprise planning, budgeting and analysis. Highlights. IBM Software Data Sheet

IBM Cognos TM1. Enterprise planning, budgeting and analysis. Highlights. IBM Software Data Sheet IBM Software IBM Cognos TM1 Enterprise planning, budgeting and analysis Highlights Reduces planning cycles by as much as 75% and reporting from days to minutes Owned and managed by Finance and lines of

More information

Portal solutions for e-hr Executive brief March 2006. E-HR: Increasing human resources efficiency with a proven portal solution.

Portal solutions for e-hr Executive brief March 2006. E-HR: Increasing human resources efficiency with a proven portal solution. Portal solutions for e-hr Executive brief March 2006 E-HR: Increasing human resources Page 2 Contents 2 Executive summary 3 Trends in human resources 5 Drive HR and worker efficiency with portals 6 Portals

More information

GOVERNMENT. Helping governments transform public service delivery with efficient, citizen-centric solutions

GOVERNMENT. Helping governments transform public service delivery with efficient, citizen-centric solutions GOVERNMENT Helping governments transform public service delivery with efficient, citizen-centric solutions The private sector has revolutionized customer service during the last five years. Customers now

More information

IBM Cognos Performance Management Solutions for Oracle

IBM Cognos Performance Management Solutions for Oracle IBM Cognos Performance Management Solutions for Oracle Gain more value from your Oracle technology investments Highlights Deliver the power of predictive analytics across the organization Address diverse

More information

6 Steps to Creating a Successful Marketing Database

6 Steps to Creating a Successful Marketing Database 6 Steps to Creating a Successful Marketing Database Why Invest in a Marketing Database? An organisation that has an ineffective marketing database, multiple databases that cannot communicate with one another,

More information

Configuration Management in the Data Center

Configuration Management in the Data Center Configuration Management in the Data Center Using Microsoft System Center Published: May 2008 For the latest information, please see http://www.microsoft.com/systemcenter Contents Executive Summary...1

More information

Drive Performance and Growth with Scalable Solutions for Midsize Companies

Drive Performance and Growth with Scalable Solutions for Midsize Companies SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business All-in-One s Objectives Drive Performance and Growth with Scalable s for Midsize Companies Manage every aspect of your business in

More information

Modernizing enterprise application development with integrated change, build and release management.

Modernizing enterprise application development with integrated change, build and release management. Change and release management in cross-platform application modernization White paper December 2007 Modernizing enterprise application development with integrated change, build and release management.

More information

Transform your customer relationships. Avanade Customer Relationship Management Services

Transform your customer relationships. Avanade Customer Relationship Management Services Transform your customer relationships Avanade Customer Relationship Management Services The opportunity to improve business results with solutions that drive better customer relationships and insights

More information

INTEGRATION. How Integration with Other Microsoft Products and Technologies Adds Value. Microsoft Dynamics NAV TM. White Paper. Integrated Innovation

INTEGRATION. How Integration with Other Microsoft Products and Technologies Adds Value. Microsoft Dynamics NAV TM. White Paper. Integrated Innovation INTEGRATION Microsoft Dynamics NAV TM How Integration with Other Microsoft Products and Technologies Adds Value White Paper Integrated Innovation Date: April, 2007 www.microsoft.com/dynamics Introduction

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

Transform your customer relationships. Avanade Enterprise CRM Solutions

Transform your customer relationships. Avanade Enterprise CRM Solutions Transform your customer relationships Avanade Enterprise CRM Solutions Avanade has deployed more Microsoft Dynamics CRM solutions than any other organization in the world. Our CRM experts utilize our global

More information

Investing in Success Pega Solutions for Financial Service Institutions

Investing in Success Pega Solutions for Financial Service Institutions Investing in Success Pega Solutions for Financial Service Institutions Join many of the industry s largest and most influential financial services institutions including HSBC, JP Morgan Chase, Lloyds Banking

More information

CELERITI CUSTOMER AGILE BANKING TECHNOLOGY

CELERITI CUSTOMER AGILE BANKING TECHNOLOGY CELERITI CUSTOMER AGILE BANKING TECHNOLOGY KEEP PACE WITH YOUR CUSTOMERS GROWING NEEDS KEEP PACE WITH YOUR CUSTOMERS GROWING NEEDS GROW YOUR CUSTOMER RELATIONSHIPS Building strong customer relationships

More information

Overview of Enterprise Portal

Overview of Enterprise Portal Microsoft Dynamics AX 2009 Overview of Enterprise Portal White Paper Microsoft Dynamics AX provides a set of Web modules that give you access to Microsoft Dynamics AX data and allow you to participate

More information

ENTERPRISE MANAGEMENT AND SUPPORT IN THE INDUSTRIAL MACHINERY AND COMPONENTS INDUSTRY

ENTERPRISE MANAGEMENT AND SUPPORT IN THE INDUSTRIAL MACHINERY AND COMPONENTS INDUSTRY ENTERPRISE MANAGEMENT AND SUPPORT IN THE INDUSTRIAL MACHINERY AND COMPONENTS INDUSTRY The Industrial Machinery and Components Industry Manufacturers in the industrial machinery and components (IM&C) industry

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Delivering the Ideal Customer Experience. Pega CRM Solutions for Financial Services Institutions

Delivering the Ideal Customer Experience. Pega CRM Solutions for Financial Services Institutions Delivering the Ideal Customer Experience Pega CRM Solutions for Financial Services Institutions Gartner and Forrester rank Pegasystems as a leader in CRM for one very good reason Pega delivers the most

More information

Wealth management offerings for sustainable profitability and enhanced client centricity

Wealth management offerings for sustainable profitability and enhanced client centricity Wealth the way we do it Wealth management offerings for sustainable profitability and enhanced client centricity The wealth management business is transforming. To delight their clients, firms must adopt

More information

Oracle Hyperion Planning

Oracle Hyperion Planning Oracle Hyperion Planning Oracle Hyperion Planning is an agile planning solution that supports enterprise wide planning, budgeting, and forecasting using desktop, mobile and Microsoft Office interfaces.

More information

Infor10 Corporate Performance Management (PM10)

Infor10 Corporate Performance Management (PM10) Infor10 Corporate Performance Management (PM10) Deliver better information on demand. The speed, complexity, and global nature of today s business environment present challenges for even the best-managed

More information

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce The #1 Web-Based Business Software Suite Accounting / ERP CRM Ecommerce for every business. Intelligent Complete Simple You have real-time access to all the information you need to make better, faster

More information