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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
 

 playback automation


Evolution to Revolution: The Test Automation Maturity Curve
The evolution of test automation towards data-driven and key/action word frameworks reflects the realization that the process becomes more efficient if there is

playback automation  to break, and even playback timing was unreliable as systems ran slower or faster from time to time. Since the scripts were not structured or documented, they were almost impossible to maintain. For example, the recorded script below has both the steps and the data embedded into the test, so that if a hundred accounts were added as part of the test, the same steps would be repeated hundreds of times. Later, when changes were made to the window, they too would have to be made hundreds of times. # Add

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PPM for Professional Services Automation RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing... Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...

Documents related to » playback automation

Podcast: What the Revolution in ERP for Distribution Means to Your Organization


Today, globalization is becoming a way of business. With big-box retailers, supplier relationship management (SRM) has become an important component in how organizations conduct business. In this podcast, Rodney Winger from Epicor discusses ERP - distribution software and SRM solutions.

playback automation  or save for later playback. Dylan Persaud: Today I'm here with Rodney Winger from Epicor. How are you today, Rod? Rodney Winger : I'm doing great, Dylan. DP: Excellent, good to hear. What impact do you think globalization has had on the development of ERP - distribution systems? RW: That's a very good one, Dylan, and we are addressing that head-on, or have been addressing that — actually, have been involved in that for a number of years. Global trade is a reality; it is the way it is today. Where you Read More

KronosWorks 2011: Beyond Time Clocks for Modern Workforce Management


Kronos, the company that introduced the first micro-processor time clock in the 1970s, knows how tricky workforce management (WFM) can be. In this article, TEC principal analyst P.J. Jakovljevic looks at WFM challenges facing organizations, particularly those with large, complex workforces, and how Kronos’ innovative solutions help companies control labor costs, minimize compliance risk, and improve workforce productivity.

playback automation  call for assistance, video playback (as training materials), promo screen saver, and third-party apps, among others. Nestlé International has beta tested Kronos InTouch and is reportedly very happy with the experience. Figure 1 Ain pointed out that in just two short years, Kronos has changed the face of WFM technology given that the Navigator UI provides the same look and feel for the Kronos Mobile , Workforce Central, and InTouch products (see figure 2). Regardless of the user’s preferred method of Read More

How Can You Top 95 Percent Automation Levels in Processing Loan Applications?


At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of automation—including some processing functions that are not automated at all. Using people to process loan applications decreases profitability of a company in several ways, but by automating more processes, profitability can be improved—and the hidden costs eliminated.

playback automation  Can You Top 95 Percent Automation Levels in Processing Loan Applications? At any given time, one in four mortgage providers is looking to upgrade its loan origination system. The reason: its current system provides low rates of automation—including some processing functions that are not automated at all. Using people to process loan applications decreases profitability of a company in several ways, but by automating more processes, profitability can be improved—and the hidden costs eliminated. Read More

Professional Services Automation: Affordable Hosted Solutions for the Small to Medium Business Market


Although technology is pivotal in maintaining a competitive edge, many smaller professional services organizations (PSOs) have limited time and resources to dedicate to their IT infrastructure. For this reason, the application service provider model can be a very attractive offering.

playback automation  Services Automation: Affordable Hosted Solutions for the Small to Medium Business Market The dot-com age of the mid-nineties introduced the application hosting model to the business world. Thus, a plethora of companies offering a wide range of software as a service (SaaS) typically offered hosted legacy customer relationship management (CRM) and enterprise resource planning (ERP) systems, allowing many to join the Internet revolution. Unfortunately with the sudden burst of the dot-com bubble Read More

PROMYS (version 4.9): PPM for PSA Certification Report


PROMYS (version 4.9) is now TEC Certified for online evaluation of project portfolio management (PPM) for professional services automation (PSA) solutions in TEC's Evaluation Centers. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

playback automation  (version 4.9): PPM for PSA Certification Report PROMYS (version 4.9) is now TEC Certified for online evaluation of project portfolio management (PPM) for professional services automation (PSA) solutions in TEC's Evaluation Centers. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Advanced project for Microsoft Dynamics AX: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

playback automation  project for Microsoft Dynamics AX: PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both t Read More

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

playback automation  Force Automation Buyer’s Guide Learn which SFA system best suits your business's needs by filling out this SFA Product Requirements Worksheet today.In this comprehensive Buyers Guide, Focus analysts have compiled a complete overview of what CRM can offer your company. Source: Focus Research Resources Related to Sales Force Automation Buyer's Guide : Sales Force Management Systems (SFA) (Wikipedia) Sales Force Automation Buyer's Guide Sales Force Automation is also known as : SFA Project , SFA Read More

Microsoft's Dynamic New Approach to Professional Services Automation


In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long term, its eventual absorption into the Microsoft Dynamics product line may affect Microsoft's strategy in the project portfolio management marketplace.

playback automation  s Dynamic New Approach to Professional Services Automation Introduction With the recent re-branding of the Microsoft Business Solutions product line as Microsoft Dynamics , Solomon , Microsoft's flagship professional services automation (PSA) solution for the small and medium business (SMB) market, has been repackaged as Microsoft Dynamics SL . Microsoft Dynamics SL version 6.5 extends the solution's prior functionality through its business portal, as well as by offering new modules for purchase Read More

The Insider’s Guide to Network Automation


The network, once only a component of the business, is now the fundamental backbone by which business is conducted. Most organizations cannot maintain productivity if their network is unstable. But cost-effective network management is an elusive goal. This paper defines network automation, outlines how to select a network automation solution, and identifies the benefits of good network automation

playback automation  Insider’s Guide to Network Automation The network, once only a component of the business, is now the fundamental backbone by which business is conducted. Most organizations cannot maintain productivity if their network is unstable. But cost-effective network management is an elusive goal. This paper defines network automation, outlines how to select a network automation solution, and identifies the benefits of good network automation Read More

NetSuite OpenAir


NetSuite OpenAir software is a cloud-based professional services automation (PSA) solution, providing project-based businesses with project management, resource management, project accounting, and timesheet and expenses management capabilities. NetSuite drives down bench time, elevates on-time project delivery, improves invoicing accuracy, streamlines revenue recognition, and increases services visibility. Key benefits: Delivers real-time visibility into your services organization's performance and profitability Improves on-time project delivery and drives project success rates Increases resource utilization with advanced resource management functionality Equips your services team with mobile access to time and expense management Reduces hardware maintenance costs and upgrade hassles with cloud-based delivery

playback automation  OpenAir NetSuite OpenAir software is a cloud-based professional services automation (PSA) solution, providing project-based businesses with project management, resource management, project accounting, and timesheet and expenses management capabilities. NetSuite drives down bench time, elevates on-time project delivery, improves invoicing accuracy, streamlines revenue recognition, and increases services visibility. Key benefits: Delivers real-time visibility into your services organization's Read More

Is Cron Limiting Your Automation Strategy?


If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler.

playback automation  Cron Limiting Your Automation Strategy? If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler. Read More

Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

playback automation  Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or Read More

SAP Business ByDesign: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

playback automation  Business ByDesign: PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level Read More

Creating the Business Case to Invest in Automation


Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or enterprise asset management (EAM), can help companies realize immediate savings and boost profits.

playback automation  the Business Case to Invest in Automation Spending money to save money makes sense in the context of large capital assets, including facilities, fleet, plant equipment, and even computers. A lack of preventative maintenance affects the shareholders of all companies. Aging assets and reactive maintenance can be financial drains. A complete preventative maintenance program consisting of better business practices and simple tools such as computerized maintenance management software (CMMS) or Read More