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Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft August 25, 2009 - (Free Research) To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed. (WHITE PAPER) GO TO WHITE PAPER

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 2009 - (Free Research) This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options. (WHITE PAPER) GO TO WHITE PAPER

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 2008 - (Free Research) When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Plan Now for Licensing Windows 7 by Dell, Inc. July 2009 - (Free Research) This Forrester Research paper will show you how analyzing your options for upgrading to Windows 7 can save you down the road. One of the first steps IT managers should take is to determine their firm's Windows 7 licensing strategy and how it fits into their broader Microsoft relationship. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Assess Your Enterprise Agility by SAP America Inc November 2007 - (Free Research) Forrester reports that CEOs are beginning to recognize the need for their firms to become more agile in detecting and making the changes to strategy, operations, and products. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

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

High Availability Lowdown by CDW Corporation September 2009 - (Free Research) The Barkley ad firm implements consolidation, virtualization and replication to strengthen business-continuity and disaster-recovery planning. With the goal of getting to 100 percent availability, the firm uses HP's blade hardware, VMware's virtualization software and a variety of existing storage platforms. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce September 2009 - (Free Research) This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Leveraging the Talent Supply Chain for a Competitive Advantage by SAP America Inc January 2007 - (Free Research) This paper identifies the market trends driving the need for an integrated talent supply chain and describes the internal inefficiencies professional services firms must overcome to optimize their talent supply chains. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Setting a Precedent for Success: Turner Padget effectively eliminates unplanned downtime and cuts server footprint by 50% with Dell solutions and VMware by Dell and VMware April 2009 - (Free Research) Turner Padget Graham & Laney, P.A., a Columbia, South Carolina-based law firm with five locations throughout the state sought to consolidate legacy servers, improve availability for remote users, increase storage capacity and implement a new disaster recovery DR/BC strategy. In this case study you'll learn about their new Dell and VMware solutions. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Reducing Time and Staff Required to Meet Customer Service Level Requirements for Security and Compliance by Shavlik Technologies July 2009 - (Free Research) As ORCS introduced Windows Server 2008 into the network, they sought new ways to improve efficiency. The need for an improved patch management system, combined with the requirements for PCI compliance, presented a dual challenge that they hoped they could address with a single technology solution. And they did. Read this case study to learn how. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Cisco Continuous Data Protection for Files by Cisco Systems, Inc. March 2009 - (Free Research) Most analysts, including Enterprise Strategy Group, agree that performing only a periodic backup leaves data at risk, and they find that this is a major concern among the IT professionals they survey. The answer to this concern is Cisco Small Business Network Storage Systems (NSS) and Cisco Continuous Data Protection (CDP) for Files software. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion. (WHITE PAPER) GO TO WHITE PAPER

Warehouse Management Today: Balancing Financial Pressures and Growing Demands by SAP America Inc January 2009 - (Free Research) This paper explains why a warehouse management system (WMS) is one of the key technologies required to create a successful adaptive supply chain network. This system enables the extended warehouse to sense and respond to a variety of business requirements and meet complex and changing customer needs. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

EVault Software rids East Coast law firm of tape “evils” by i365, A Seagate Company October 2009 - (Free Research) Soon after installing EVault Software, Womble Carlyle, a top-100 law firm, realized significant reliability improvement both in its nightly backup jobs and its file and folder restores. EVault Software Agents, which are installed on the servers requiring backup, “wake up” at administrator-set times. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft April 2008 - (Free Research) Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live by Microsoft September 2009 - (Free Research) Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

How to control the risk and costs of e-discovery by Hewlett-Packard Company March 2009 - (Free Research) In this webcast hear from leading analyst firm Gartner Research and Information Management solution providers HP on how to reduce the cost and risk of e-discovery, with a focus on Legal Hold best practice and solutions, and how a proactive e-discovery strategy will help you optimize the Legal Hold process. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Case Study: Rouse Partners with Double-Take Software to Develop a Robust Business Continuity Plan by Double-Take Software UK October 2009 - (Free Research) As a highly respected leading global intellectual property (IP) consultancy and law firm, Rouse needed to be confident in its level of client service, even in the event of a IT system failure. Read this case study to learn how Rouse partnered with Double-Take Software to develop and implement a full business continuity plan. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Taking Control of Your Business: Growing Profitably in the Professional Services Market by SAP America Inc January 2006 - (Free Research) This paper details how professional services firms can grow and thrive in a difficult market by enhancing project visibility, maximizing resource utilization, improving operational efficiency, and successfully acquiring more customers. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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