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- Software Integration
- Most financial advisor offices run at least three separate industry specific software packages (CRM/Contact Management, Portfolio Management and Financial Planning). Often these packages come from different vendors as each advisor tailors his/her practice with what they consider "best of breed" applications. Many advisors are also adding other software packages to...
- Tags: Software, Financial, Advisor, Integration, Cabinet NG, Software Package, Document Management Systems, Investment, Tools & Techniques, Finance, Management
- White papers 2007-10-30
Additional Resources
- Chatting (Not Chattering) About Salesforce - Part I
- (NOTE BEFORE I START: This is one really long post. So rather than post it in all its glory in a single file or post it here over two days, I'm trying something new. I'm posting the first half here. And the second half on PGreenblog. Â Let's see how that...
- Tags: Salesforce.com Inc., Customer Service, Twitter Inc., Sales Force, Customer, CRM, Integration, Force.com, Service Cloud 2, Sales Force Management, Sales Strategy, Sales, Paul Greenberg
- Blog posts 2009-11-23
- FAA hit with network glitch; Flight plans go manual
- Another glitch with a linux network? Its hard to believe people still use it for anything critical like the FAA and flight tracking. Its a toy OS and should not be used when the lives of people are dependent upon it.Cisco supplies the network backboneIt will be interesting to see...
- Tags: Operating systems, Sun Solaris, UNIX, OPEN SOURCE, network, FAA, operating system, Flight Plan, network glitch, Linux
- Discussion threads 2009-11-19
- Office 2010 Beta 2 bits leak to the Web
- Professional Plus?Good luck home users - this is the KMS version last time I looked. In other words, corporate version requiring a Key Management Server to activate... weekly?NO longer needed with Cloud infrastructureLook out Google used Linux derived success willconquer the MS Office with it solution forbusiness.Companies will save...
- Tags: Office 2010 Beta 2, Microsoft Office, Office 2010, Web
- Discussion threads 2009-11-13
- Arguing About the Collaboration Toolkit: Cisco's Enterprise Collaboration Platform
- In the aftermath of last week's San Francisco Enterprise 2.0 conference there's been some lively debate about what constitutes '2.0', including some great comments on my previous post. Meanwhile Cisco have literally just announced their Enterprise Collaboration Platform, which will be broad set...
- Tags: Collaboration, Enterprise 2.0, Cisco Systems Inc., Tool, Productivity, Oliver Marks
- Blog posts 2009-11-08
- Lot Wizard 2.7.117 (Windows)
- The Lot Wizard auto dealer software is a user friendly inventory, F&I, and document processing software package. This car sales system is designed for new and used car dealers of all sizes who wish to manage, market and analyze their auto inventory both online and in the showroom. Most other...
- Tags: Car, Microsoft Windows, Friday Systems, Lot Wizard, Sales Strategy, Sales Force Management, Sales
- Software downloads 2009-11-05
- Pixetell 1.2.10901 (Windows)
- You start an e-mail, type a paragraph and realize there is far too much complexity to convey using text and attachments. You try to schedule a Web conference. Multiple schedules don't align, and now you're into next week. Time lost is opportunity lost. Avoid delays. "Say it. Show it. Send...
- Tags: Microsoft Windows, Schedule, Ontier, Pixetell 1.2.10901, Web Conferencing, E-mail, Productivity, Internet, Online Communications
- Software downloads 2009-11-03
- Information Management, BPM and Integration: Achieving Cost Efficiency in the Financial Sector
- Digital capture and storage make information easily retrievable and useful, but don't necessarily enable enterprise-wide efficiency. Data housed in Customer Relationship Management CRM software, accounting, human resources, and other applications has limited value if it's not reused efficiently everywhere it's needed. The solution? Instant, secure, central access to all of...
- Tags: Information Management, Financial, BPM, Integration, Optical Image Technology, Business Process Automation, Operational Planning, Strategy, Enterprise Software, It Operations, Business Operations, Management, Software
- White papers 2009-10-28
- EvriChart: A Linux Success Story
- Tony Maro, CIO of EvriChart, a hospital records management and archiving business, successfully migrated his company's Windows-based line of business document management extranet application and his employees' 40-odd Windows-based desktops to a 100 percent Linux-based server and desktop infrastructure. Jason Perlow interviews Tony Maro, CIO...
- Tags: Desktop, Hospital, Imaging, Health Care, Server, Computer, Linux, Microsoft Windows, Document Management, Operating Systems, UNIX, Open Source, Software, Enterprise Software, Finance, Managerial Accounting, Jason Perlow
- Blog posts 2009-10-20
- DGard Network Manager 2010.1 (Windows)
- DGard Network Manager is the intuitive network analysis and systems management tool for small businesses providing the insight and power you need to quickly and easily understand.The business intelligence and reporting tools are designed to give you the insight and flexibility you need to understand your systems. Document your network...
- Tags: Network, Microsoft Windows, Systems Management, Data Garden Technologies, DGard Network Manager, It Services, Network Administration, Networking
- Software downloads 2009-10-17
- ISV Speeds Time to Market, Cuts Cost of Ownership, Expands Visibility in Market
- Global 360 is a leading provider of document and process management software through its flagship Process360 software. Most Global 360 customers are planning to upgrade to the Windows 7 and Windows Server 2008 R2 operating systems - and want to be sure that their Process360 software will continue to run....
- Tags: Global 360 Inc., Microsoft Windows 7, Microsoft Windows, Microsoft Windows Server 2008, Operating Systems, Enterprise Software, Software
- Case studies 2009-10-14
- Xerox buys ACS; Makes its big services bet
- ASCII/xerox allianceASCII group the worlds oldest group of solution providers has teamed with xerox in print managed services in the smb spaceRE: Xerox buys ACS; Makes its big services betI work for ACS. I was a bit surprised to get this news this morning.What Makes This Deal Different Larry ?...
- Tags: Document management, Outsourcing, Xerox Corp., ACS, big service
- Discussion threads 2009-09-28
- Xerox buys ACS; Makes its big services bet
- Updated: Xerox said Monday it will buy Affiliated Computer Services in a cash and stock deal valued at $6.4 billion. The move is a big bet to transform Xerox into a services company that does everything from collecting tolls and installing government systems to retooling business processes and information technology...
- Tags: Xerox Corp., ACS, Chances, Document Management, Operational Planning, Managerial Accounting, Operational Accounting, Managed Hosting, Groupware, Enterprise Software, Software, Finance, Business Operations, Larry Dignan
- Blog posts 2009-09-28
- It's flu season: connect and optimize your workers
- More than technology to truly enable remote workingThis blog brings up a big point when discussing telecommuting: the technology must be able to handle the bandwidth when it becomes the norm. But that is solved by applying some well known technologies. It is a technical shift in where the bandwidth...
- Tags: Development tools, worker
- Discussion threads 2009-09-22
- Dynamics CRM Data Reduction Systems Webcast
- Data Reduction Systems is a document management company, specializing in information management services for companies of all sizes. After a failed salesforce.com deployment, Data Reduction Systems chose to deploy Microsoft Dynamics® CRM Online. With Microsoft Dynamics CRM Online, the organization has improved visibility to real time data for marketing campaigns...
- Tags: Microsoft Dynamics, Webcast, Microsoft Dynamics CRM, Data Reduction Systems Corp., Microsoft Corp., CRM, Content Management, Advertising & Promotion, Customer Relationship Management (CRM), Strategy, Enterprise Software, Software, Marketing, Management
- Webcasts 2009-09-01
- How desktop virtualization will end IT client hardware maintenance (and kill off Best Buy's Geek Squad)
- Blah, ha ha ha haOh yeah, I can just see my son playing Garry's Mod on a virtual desktop. Blah, ha, ha, ha.... Yeah, right.Oh, oh, and I can just see virtualizing several thousand clients, all churning their spreadsheets, personal databases, e-mail, web browsers, compilers, graphics programs.There's a reason...
- Tags: Rootkits, PRODUCTIVITY, Virtualization, Desktops, Best Buy Co. Inc., Geek Squad, rootkit, desktop virtualization, computer, desktop, information technology
- Discussion threads 2009-08-28
- Kingsoft Office 2009 6.3.0.1739 (Windows)
- Three essential and full featured office applications: Writer, Spreadsheets and Presentation are designed with the familiar Microsoft Office 2003 user interface and functionality. You will be surprised that many features work exactly the same way as Microsoft Office. Switching from Microsoft Office to Kingsoft Office requires no re-training. The Integrated...
- Tags: Microsoft Windows, Microsoft Corp., Spreadsheet, BinaryNow, Kingsoft Office, Integrated Google Search Toolbar, Productivity, Microsoft Office, Office Suites, Software
- Software downloads 2009-08-19
- Perforce 2009.1 (Mac)
- Perforce, the Fast Software Configuration Management SCM System, provides powerful version control and workspace management with a unique branching model. Perforce provides software developers with fast and reliable SCM to manage source, document and Web content. The client/server architecture scales to hundreds of users and millions of codelines. Perforce works...
- Tags: Apple Macintosh, Perforce Software Inc., Servers, Hardware
- Software downloads 2009-08-17
- American Document Management a Host.Net customer profile
- I had the opportunity to communicate with Karen Unger of American Document Management. Lenny Chesal, of Host.net in Boca Raton, FL, introduced us. Thanks, Lenny! I though you might enjoy reading what she had to say. Please introduce your organization and your role there. American Document Management is...
- Tags: Document Management, Data Center, American Document Management, Data Centers, Storage, Internet, Backups, Hardware, Data Management, Dan Kusnetzky
- Blog posts 2009-08-11
- Microsoft sheds 2,000-employee ad agency in $530 million deal
- I think they mention Word just as an exampleI wouldn't cite Word as a propietary format that doesn't allow being searched - My take is that, even though it is propietary, it is well known and can be read by 3rd parties... The issue seems that in the future programs...
- Tags: Workforce management, advertisement, layoff, Microsoft Corp., Microsoft Word, job
- Discussion threads 2009-08-10
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