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Enterprise Business Applications
How business applications are chosen and leveraged drive competitive advantage and market differentiation. Keep current with critical business app markets and the leading strategies for solution selection and optimization. Forecast - Trends & PredictionsCollaboration Potential Drives SharePoint AdoptionSharePoint is the attention-grabbing diva of today’s enterprise software stage. IT leaders should understand who is implementing SharePoint and why, to determine if it is a good fit for their organization. Content Management Implementations Fall Short of ExpectationsContent management system (CMS) implementation success rates are less than 50%, but will improve as the technology matures and as enterprises adapt to using the technology. CMS, a rapidly developing technology, will become as commonplace as ERP, CRM, and other enterprise process driven applications. There will still be those implementations that succeed and those that do not, but the balance will... CRM Realistic for All Enterprises Great and SmallLarge enterprises are no longer the only ones that can afford a commercial Customer Relationship Management (CRM) solution. Market trends indicate that small and mid-sized enterprises (SMEs) now have access to CRM products that are more suitable to their needs and budgets. ECM Evolution Stalled at the $50M HurdleThe ECM market is in a transition period. New license revenue is stalling and a wave of consolidation has drastically reduced the number of independent vendors. The root of this problem lies in the elusiveness of clients with less that $50 million in annual revenue. ECM vendors must innovate to accommodate for a general lack of IT sophistication in this market segment. Process Concerns Crimp Portal Product PopularityThe popularity of portal technology is at an all-time high. The technology is appealing to enterprises of all sizes. To properly establish project expectations, IT managers must be aware of typical project characteristics and constraints. Replacement Technology Drives ERP InterestEnterprise Resource Planning (ERP) is experiencing resurgence in popularity. This boom is driven by the replacement of outdated technology. IT managers exploring ERP must understand the new face of ERP in terms of implementation drivers, project scope, and implementation concerns. Tech Companies Fall Short in Managing TalentNorth America finds itself facing a talent shortage. Many technology and telecommunication companies fail to make appropriate investments in retaining and attracting top talent despite the advantages of today’s knowledge economy. Without significant investments in the right talent management solutions, these enterprises will find themselves struggling in the competition for global talent. Implementing BI: Drivers, Costs, and ChallengesExploding enterprise data is driving interest in Business Intelligence (BI) software. IT managers planning BI projects must consider project drivers, costs, timelines, and implementation concerns. SOX and ITIL Dominate Trends in IT ComplianceCompliance remains a key concern for many IT managers. Frameworks like ITIL and COBIT are very popular, but the NIST 800 guidelines and ISO 17799/27002 may be more beneficial. Regardless of the approach, IT leadership is sacrificed when violations occur. The Year to Come for CRMThe customer relationship management (CRM) market will continue to grow in 2008, with a renewed focus on pervasive customer interaction management.... Understand - Technology InsightsBPM: Master the Paradigm Before You Buy the ProductsBPM is not an exercise in vendor or software selection. Tools and software only support and/or implement the BPM paradigm. Focus instead on what processes and level of processes the enterprise should tackle. Avoid BPM altogether if the enterprise perspective, process documentation, and change management components are missing. Building a Solid Web-Based Customer Service ToolboxWeb-based customer service is a critical component of customer service strategy that both private and public sector organizations and their customers rely on every day. A variety of Web-based customer service technologies are available that provide value in different ways, in different service situations. Apply the attributes of different Web-based customer service technologies together to derive... Bust Web Content Management BuzzwordsWeb Content Management (WCM) is an important technology that is infested with a plague of vendor-created buzzwords. Break through vendor marketing hype. Recognize the different WCM components to effectively compare different products and negotiate with vendors. Collaboration Tools Revisited in a Web 2.0 WorldTo derive value from both first and second generation collaboration technologies, organizations must look beyond simply applying Internet collaboration technologies from outside the firewall to inside the firewall. Organizations must also consider the derivative impact that collaboration technologies and trends have on the enterprise, especially Web 2.0 technologies and trends. Enterprise Teamware Revisited: The Web 2.0 FactorTeamware is experiencing a resurgence in popularity, buoyed by many “Web 2.0” trends. As a result, companies can expect traditional teamware vendors to add more Web 2.0 features. However, companies should proceed cautiously with large deployments of new teamware market entrants. Forms Automation Appropriateness Assessment ToolDifferent enterprise problems may be solved by different levels of forms automation. Forms automation can enable simplistic department routing or mission-critical enterprise processes. Use this tool to determine the appropriate level of forms automation needed to satisfy project requirements. Forms Automation: More than Just Filling in the BlanksBusiness forms are the windows through which process participants provide and receive information concerning process execution. Understanding the basics of forms automation technology architecture and the constituent technology components will help IT professionals understand when formal systems are appropriate and how to leverage forms automation tools in solution design and process automation... Over 300 Mailboxes? Adopt E-Mail Archiving ToolsE-mail archiving is a valuable tool to respond to litigation. But it also drives tactical benefits through improved storage utilization and an increased ability to restore lost or accidentally deleted messages. These benefits must not be underestimated. Portals: Think Platforms, Not ProductsPortals are gaining popularity with enterprises. But the ever-growing product feature lists obscure the very basic functionality of portals and frustrate technology buyers. Portals are not complicated. Don't confuse native portal functionality with the applications that run within it. A portal is not a product; it's a platform. Teamware Appropriateness Assessment ToolSustained by many Web 2.0 trends, teamware is experiencing a resurgence in popularity. Employ this downloadable tool to determine if teamware is appropriate for your organization. Web-Based Customer Service Suitability Assessment ToolWeb-based customer service is a critical component of customer service strategy that both private and public sector organizations and their customers rely on every day. Use this tool to understand the strengths and weaknesses of available web-based customer service technologies. Web Content Management Crucial at 1,000 DocumentsWeb Content Management (WCM) is an effective technology for maintaining large and growing Web sites. WCM products involve a variety of different features and are offered by a myriad of vendors of all size. Project success ultimately depends more on internal constraints rather than technology features. Ignoring project basics like the business case and requirements is a quick road to failure. What You Need to Know About HR Management SystemsLarge and small enterprises require more than basic payroll and benefits administration from Human Resource Management Systems (HRMS). Automated HR management applications provide cost savings, increase operational efficiencies, and manage human capital. The HR management Software-as-a-Service (SaaS) delivery model is being increasingly accepted in the mid-market while employee self-service... Enterprise Wiki Appropriateness AssessmentA business-oriented wiki can be a powerful collaboration and content solution for the enterprise. Use this tool to find out if your organization can benefit from an enterprise wiki and to determine the most suitable usage areas for your situation. Business Intelligence the Intelligent WayEnterprises generate a great deal of useless data in the name of Business Intelligence (BI). Business and IT decision makers need to establish the strategic intent behind BI before even considering tool adoption. BI Tool Appropriateness AssessmentNearly every enterprise needs some form of Business Intelligence (BI), but not every enterprise needs dedicated tools. Use this assessment to help identify the most suitable BI tools for your situation. Customer Interaction Management in a Web 2.0 WorldCustomer interactions have become less transactional and more experiential, in part due to the growing acceptance by consumers of new content and collaboration technologies, loosely coupled as "Web 2.0." Organizations need to assess integration of Web 2.0 technologies into their Customer Interaction Management (CIM) strategies. Help Desk Software: Which Type Is Right for You?Help desk software offerings range from simple ticketing tools to comprehensive IT service management suites. Follow Info-Tech’s appropriateness guidelines to ensure the solution is a good fit for the enterprise. Managing Payroll: Understanding Payroll Solution BasicsPayroll management has a significant impact on business success. The challenges of new compliance and tax regulations, automated banking, and an increasingly global workforce demand more sophisticated payroll services than ever before. IT leaders must understand payroll basics to help HR professionals plan strategically to meet business goals while keeping costs in check. Time-Tracking: A Secret to Cost ReductionTime-tracking leads to significant cost savings through better allocation of human capital in organizations where people are the primary resource. Strike a balance between high usability and strong analytics to shape long-term management decisions that are more intelligent and better informed. Finding a Master Data Management Architecture that FitsA critical component of any master data management (MDM) project is finding the appropriate architecture to support the solution. Making the right choice requires an understanding of the standard architectures and their associated benefits and drawbacks. Find an MDM architecture that will address business needs and fit the existing IT environment. Master Data Management for the Masses of DataManaging multiple enterprise data sources is painful, especially when they contain conflicting or incomplete information. Steps must be taken to reconcile the data sources and establish a master data set for reporting and analytics. To gain control over enterprise data, implement a master data management (MDM) strategy to create a single authoritative source. Data Warehousing: ETL vs. ELTExtract Transform and Load (ETL) is the most popular approach for loading data in a Data Warehouse (DW). As the DW becomes more entrenched in the... "Help Yourself" HR: The Pros and ConsIn growing numbers, mid-sized enterprises are adopting employee self-service (ESS) as part of their overall HR solution. To realize maximum returns... Build SOA on a Foundation of MDMService oriented architecture (SOA) promises to provide businesses with flexible applications that can be quickly adapted to meet evolving business.... Strategize - Strategy & PlanningDemystify Enterprise Search to Unveil Business Process SuccessMany companies consider the term enterprise search to be a standalone technology application. However, enterprise search should be a strategy that implements and optimizes search services to enhance the execution of business processes. Single-product enterprise search initiatives that try to index all enterprise content and enable searching through a single query interface by all users are... Help Desk Software: TCO Comparison ToolA number of competitive help desk solutions are offered as on-premise software as well as on a hosted (Software-as-a-Service) basis. Use this total cost of ownership comparison tool to determine which of the two options is more cost-effective. Information Architecture RoadmapWith the increase in demand for data for strategic decision making, companies are forced to collect information about customers, customer behaviors, and markets for use in decision making. Storing and managing this data in an easily accessible location is critical. IT leaders must build an Information Architecture Roadmap (IAR) to ensure that data is optimally stored and leveraged across the... Information Roadmap Optimizes Enterprise Data UseData volumes are growing exponentially as more companies capture information about customers, customer behaviors, and markets for use in decision making. Managing this data can be a challenge. IT leaders must build an Information Architecture Roadmap (IAR) to ensure that data is optimally stored and leveraged across the organization at the lowest cost possible. WCM Feature Selection WorksheetWeb Content Management (WCM) presents a blizzard of acronyms and functionality. This worksheet helps IT managers to determine the WCM components that are essential to their enterprise. It also provides guidance on the vendors that are most capable of meeting their WCM needs. ERP Readiness AssessmentIT leaders considering an ERP implementation should use Info-Tech's “ERP Readiness Assessment” tool to determine whether or not the enterprise is sufficiently prepared for ERP. ERP Solution Specification TemplateA solution specification is a crucial part of the ERP evaluation and selection process. IT leaders and project managers should complete Info-Tech's "ERP Solution Specification Template" after soliciting requirements and before creating an RFP and demo scripts. Budget BI: Four Ways to Minimize CostsMany enterprise decision makers are hesitant to even consider a BI initiative because of the anticipated cost. Here are four ways to implement BI technology without breaking the bank. BI Software: OSS vs. COTS TCO Comparison ToolOpen source Business Intelligence (BI) suites offer increasingly robust functionality – so much so that they are beginning to threaten their commercial counterparts. Use this total cost of ownership comparison tool to establish the open source cost as a base case and determine the cost difference between the two licensing options. Reduce Cost, Increase Efficiency: Align Recruiting Strategy with Firm MaturityAre HR departments realizing the full potential of their Applicant Tracking System (ATS)? Probably not. Reduce costs and optimize the recruiting process by increasingly integrating the ATS into the HR strategy. Use of the software must evolve from just a tool that parses resumes into a talent management tool that collects, stores, and utilizes data throughout the employee lifecycle. Customer-Facing User Experience ROI CalculatorUser experience engineering (UXE) for customer-facing Web sites can turn site visitors into customers and that keep on buying through the Web channel. Calculate the return on an investment in UXE using this ROI calculator. Leverage Resources and Improve Service up to 30% with Remote Desktop ControlSignificant improvements in issue resolution and user satisfaction are realized when the help desk does the driving. Everyone wins by enabling the help desk to connect to a user desktop for issue resolution, problem definition, or a quick user tutorial. Use the right remote control solution to assure success and savings. BI App Success Driven by End UsersBusiness Intelligence (BI) applications evolved from being just a reporting and analytics afterthought to a fundamental part of the business process.... ERP: What to Expect in 2008ERP in 2008 is about platform. Dead heat feature-function bakeoffs are forcing vendors to compete on platform strength and flexibility. Better BI: Event-Driven IntelligenceEvent-driven intelligence is the most useful aspect of Business Intelligence. It is relevant, reactive, and the best tool available for making... Compare - Product ComparisonCustomer Relationship Management SolutionsThe Customer Relationship Management (CRM) software market is growing once again, especially those solutions focused on increasing demand in the mid-market. The high-end of the market underwent consolidation (i.e. Siebel, PeopleSoft, and Oracle) and many other vendors have been acquired by mid-market software firms (e.g. Epiphany, SalesLogix, Pivotal). New market trends, such as Software as a... Help Desk Software SolutionsThe help desk is an integral part of the IT department. When properly staffed, trained, and managed, a strong help desk can drive up productivity throughout the enterprise. Help desk software is a key resource for a successful service desk in an IT department well aligned with the business units’ needs. Web Content Management SolutionsWeb Content Management (WCM) solutions are regaining popularity and the market is changing due to the evolution of specialist vendors and the entrance of stalwarts like EMC, Oracle, and Microsoft. Products will be increasingly differentiated by unique features and functions, and by the vendor-supported availability of professional services for implementation and support. Vendor Landscape: The Best Defense...Is the Right Recruitment SolutionThe corporate world is at war. Thanks to the Internet, companies have access to hundreds of new candidates. But candidates also have access to thousands of new job postings. Use this recruitment software vendor landscape as a survival guide: choose the recruitment partner that can best help your organization weather the war for talent. Payroll Vendor Landscape: Who's in Charge of Your Paycheck?Payroll solutions are as diverse as the demands they serve. This vendor landscape will aid in understanding the different payroll models, from compliance to management of a global workforce. Use it to navigate through the complex offerings available in the payroll software industry. Enterprise Resource Planning SolutionsTechnology replacement is driving new interest in Enterprise Resource Planning (ERP) products. Vendors have responded by improving functionality and creating architectures that effectively reduce total cost of ownership. Enterprises must still exercise the right level of due diligence to find the product that is right for them. Mid-Market Help Desk Vendor Landscape: Pink Elephants & Suites AboundHelp desk software continues to evolve with additional functionality, ITIL process support, more complex business process automation capabilities, and in some cases, integrated system management tools. These mid-market solutions offer solid value and functionality for any IT department without breaking the bank, while also being simple and easy to use. Mid-Market Help Desk Vendor Landscape: CRM & SaaS Break OutHelp desk software continues to evolve with diverse solutions, such as Software-as-a-Service (SaaS) offerings and task-tailored Customer Relationship Management (CRM) systems. Learn how these creative help desk solutions can meet enterprise needs in IT and beyond. Help Desk Vendor Landscape: Powerful Solutions on the CheapThe help desk software landscape continues to evolve. A large group of inexpensive solutions are challenging commercial package functionality and support. Enterprises should consider these alternate license-style applications to save money without giving up support. Evaluate - Product EvaluationCustomer Relationship Management: Infor Epiphany CRMInfor Epiphany CRM remains a viable option for mid-market Customer Relationship Management (CRM) solutions. Epiphany CRM provides a broad range of functionality across sales, service, and marketing and is especially strong in CRM analytics. While the product’s long term viability was secured when it was acquired by Infor Systems, product development has since been lagging behind that of competing... Customer Relationship Management: Pivotal CRMPivotal CRM, a division of CDC Software, is an integrated CRM suite that includes sales, service and marketing automation as well as customer analytics. The product line includes vertical market solutions, especially in financial services. Its breadth of functionality, longevity in the CRM marketplace and large customer base make it a viable solution for mid-market CRM. Customer Relationship Management: RightNow TechnologiesRightNow Technologies has steadfastly stayed committed to its strategy to evolve from a best-of-class vendor of electronic customer service and customer knowledge management tools to become a full spectrum mid-market CRM software vendor. The company’s current portfolio includes a broad array of tools across sales, service, and marketing domains that mid-market companies will find to be a viable... Customer Relationship Management: Sage SalesLogixSage SalesLogix maintains its leadership position in sales process automation. A new analytical dashboard adds welcomed improvements in tracking and monitoring of sales pipleline and process performance. Planned integration with the Sage MAS line of ERP products will eventually make Sage SalesLogix the top Customer Relationship Management (CRM) choice for existing MAS 500 customers. Customer Relationship Management: Salesforce.comSalesforce.com has become a major vendor in the mid CRM market and is the reputable pioneer of the Software-as-a-Service (SaaS) delivery model. Initially focused on sales force automation, the company now offers customer service tools and basic marketing functionality. Partner additions to the platform and acquisitions are moving the company towards a broader business applications capability that... Customer Relationship Management: SAP Business OneSAP Business One CRM is part of an all-in-one enterprise applications suite targeted at the mid-market. While not considered best in class, SAP Business One CRM’s sales and service tools are a compelling CRM option for companies that already use SAP Business One for ERP. Non-SAP customers should consider other vendors for mid-market CRM. Help Desk Software Solutions: Altiris Helpdesk SolutionThe Info-Tech Research Group recently completed a comparison of six competitive help desk software solutions. One of the offerings that achieves Competitor Zone placement is Altiris Helpdesk Solution. This evaluation examines the product’s strengths and weaknesses, and provides key points of consideration for the enterprise’s help desk software decision. Help Desk Software Solutions: BMC Service Desk ExpressThe Info-Tech Research Group recently completed a comparison of six competitive help desk software solutions. One of the offerings that achieves Leader Zone placement is BMC Service Desk Express. This evaluation examines the product’s strengths and weaknesses, providing key points of consideration for the enterprise’s help desk software decision. Help Desk Software Solutions: FrontRange HEATThe Info-Tech Research Group recently completed a comparison of six competitive help desk software solutions. One of the offerings that achieves Leader Zone placement is FrontRange HEAT. This evaluation examines the product’s strengths and weaknesses, and provides key points of consideration for the enterprise’s help desk software decision. Help Desk Software Solutions: Numara FootPrintsThe Info-Tech Research Group recently completed a comparison of six competitive help desk software solutions. One of the offerings that achieves Competitor Zone placement is Numara’s FootPrints. This evaluation examines the product’s strengths and weaknesses, and provides key points of consideration for the enterprise’s help desk software decision. Web Content Management: EMC/DocumentumThe EMC/Documentum Web Content Management (WCM) offering lags competitive offerings in functionality. It is appropriate only for enterprises that currently have other Documentum applications and that currently maintain an instance of the Documentum content repository. Web Content Management: FatWire SoftwareFatWire is a Web Content Management (WCM) leader. FatWire's Content Server provides strong analytics capabilities for delivering dynamic content to targeted and profiled site visitors. Web Content Management: InterwovenInterwoven is a Web Content Management (WCM) challenger. Its product functionality lags that of smaller and nimbler vendors. Interwoven's strong network of integrators and consultants make it an attractive option for many enterprises. Web Content Management: MicrosoftThe Web Content Management (WCM) capabilities of Microsoft Office SharePoint Server 2007 are a welcome replacement to Microsoft Content Management Server 2002. Microsoft presents a strong product vision and attractive price point. The capabilities of the product are still unproven given its youth. Web Content Management: Open Text/RedDotRedDot is a robust Web Content Management (WCM) platform that is particularly successful in supporting the requirements of authors. RedDot will continue to benefit from the document and process rigor introduced by Hummingbird and Open Text but will suffer from Open Text's own uncertain future. Web Content Management: Oracle/StellentStellent Web Content Manager (WCM) is a viable option for existing Stellent customers that want to extend their applications to the Web. Recent product releases have greatly modernized the WCM offering. These advances are offset by uncertainty surrounding Stellent's acquisition by Oracle. Web Content Management: TridionTridion R5 is a robust Web Content Management (WCM) solution that is particularly appropriate for multi-site WCM implementations. Tridion presents the best combination of functionality and vendor ability for today's WCM market. Web Content Management: VignetteAs one of the oldest specialists in the field, Vignette offers a mature and full-featured Web Content Management (WCM) platform. Vignette’s growth opportunities among large companies are limited as its innovation lead is eroded. Small and mid-sized companies will balk at Vignette’s prices. Enterprise Resource Planning: Oracle PeopleSoft EnterprisePeopleSoft is a mature ERP platform that is attractive to human-resource intensive enterprises, particularly higher education. Its improved integration with Oracle technology will improve its high cost of implementation and operation. Enterprise Resource Planning: SAP ERPSAP ERP is the market leading ERP platform in terms of both install base and functionality. Unfortunately, this Cadillac product only comes at a Cadillac price. Enterprise Resource Planning: Deltek VisionDeltek Vision is a specialized management tool for project-driven enterprises. It gains from a modern architecture but suffers from a functional footprint that never strays beyond projects. Enterprise Resource Planning: Epicor VantageEpicor Vantage is a robust ERP offering for mid-sized manufacturers. Its strengths in manufacturing are offset by weaknesses in human resource management; however, Epicor's greatest threat comes from its current financial position. Enterprise Resource Planning: Infor ERP LNInfor has drastically increased the viability of ERP LN. The product retains the core Baan strengths and has an improved development roadmap. However, ERP LN still faces challenges with ease of use. Enterprise Resource Planning: Infor ERP LXInfor ERP LX remains an appropriate choice for process-based manufacturers, particularly for the enterprise committed to IBM's System i platform. To compete, Infor must overcome the existing fragmentation in the ERP LX support channel. Enterprise Resource Planning: Lawson S3Lawson S3 offers public sector and services-based enterprises a robust ERP platform. It is particularly attractive to enterprises that have already committed to IBM's infrastructure stack. Enterprise Resource Planning: Microsoft Dynamics GPMicrosoft Dynamics GP offers good financial management features for small enterprises. However, its perception as a replacement technology rather than as a technological enabler of business change ultimately frustrates many projects. Enterprise Resource Planning: Sage MAS 500Sage MAS 500 offers considerable value for enterprises with less than $100-million in revenue. It is particularly attractive to manufacturers that rely on Microsoft technology. However, its two-tier architecture ultimately limits its scalability. Enterprise Resource Planning: SAP Business OneSAP Business One is a very strong ERP offering for the small and mid-sized enterprise market. Its breadth of functionality and ease of setup are attractive to many enterprises. It does, however, sacrifice functional depth for breadth, and scalability for ease of maintenance. Enterprise Resource Planning: Microsoft Dynamics NAVMicrosoft Dynamics NAV offers good functional capabilities but is experiencing challenges in the market due to its cost to operate and its transitional architecture. The impending release of Dynamics NAV 2009 promises to address these issues. Enterprise Resource Planning: Microsoft Dynamics SLMicrosoft Dynamics SL fills an important role in the Microsoft family. It offers solutions specifically for project-driven enterprises and gains from its integration with Microsoft Project and SharePoint. It suffers from stiff competition in this sector and from conflict with other Dynamics products. Need Backup? Say Hello to AmandaThe Advanced Maryland Automated Network Disk Archiver (aka "Amanda") is an open-source technology alternative that delivers automated tape backups. ... Help Desk Vendors: Epicor ITSMHelp desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Epicor ITSM, a... Help Desk Vendors: ParatureHelp desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Parature’s... Help Desk Vendors: Numara Track-It!Help desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Numara Track-It! is... Help Desk Vendors: SoffrontHelp desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Soffront offers... Help Desk Vendors: Kaseya Help DeskHelp desk incident management, and more importantly IT service management (ITSM), is a critical component of any well run IT department. For those... Help Desk Vendors: Numara FootPrintsHelp desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Numara’s FootPrints... Help Desk Vendors: Service-now.comHelp desk incident management, and more importantly IT service management, is a critical component of any well run IT department. Service-now.com’s... Select - Selection AdviceAn Introduction to Enterprise ERP VendorsUse this introductory research note to gain knowledge about Enterprise Resource Planning (ERP) vendors Microsoft, Oracle, and SAP. Learn about each vendor’s history, their current enterprise offerings, recent developments, and where they are heading next. An Introduction to Industry ERP VendorsUse this introductory research note to gain knowledge about industry Enterprise Resource Planning (ERP) vendors IFS, Infor, Lawson, and Sage. Learn about their history, current offerings, recent developments, and where they are heading next. CRM Shortlist Preparation WorksheetCustomer Relationship Management (CRM) is experiencing a resurgence in enterprises of all sizes, following market consolidation over the last five years. New market trends, such as Software-as-a-Service (SaaS) and application development trends (e. g. Web 2.0, community-based development), are reshaping CRM software delivery models, functional choices, and complicating buyers’ choices. CRM Vendor Selection ToolAcquiring a commercial CRM package is a difficult proposition, especially for companies that don’t have extensive experience in dealing with enterprise applications vendors. This tool addresses the essential aspects of CRM vendor selection and will help IT managers create a CRM vendor selection strategy that will enable them to get past the vendor hype and choose the best solution for their... Enterprise Portal Solution RFP TemplateWhen considering vendors for a large internal portal implementation, the evaluation process can be long and arduous. This editable template includes all the critical areas to consider when selecting a portal solution – it will allow you to spend less time preparing the document and more time evaluating the options. ERP Scripted Demo TemplateThe selection process for Enterprise Resource Planning (ERP) is an involved one. A crucial step in the process is the scripted demo. IT managers can use this editable template to create a scripted demo that is appropriate for their enterprise. ERP Solution RFP TemplateOne of the most important steps in selecting an Enterprise Resource Planning (ERP) solution is the RFP. Use this editable template to craft an RFP that matches the needs of the enterprise. ERP Vendor Selection: Standard LettersThe selection process for Enterprise Resource Planning (ERP) is very involved. It requires constant communication with different vendors. Info-Tech’s standard letters provide a starting point for soliciting vendor RFPs and setting up a scripted demo. ERP Vendor Shortlist Topology ToolDetermining a list of potential ERP vendors is a daunting task. Many IT managers may be aware of one or two appropriate vendors but are tasked with creating a much longer list. Use Info-Tech’s ERP Vendor Shortlist Topology to find similar solutions and grow the candidate list. Help Desk Software RFP ToolCreating an RFP for help desk software can be time consuming. An RFP provides vendors with relevant operational, performance, application and architectural requirements of the system. This editable template includes all the critical aspects to consider when selecting help desk software. Use it to save significant time in the RFP creation process. Master the Enterprise Application Vendor DemoOrganizations that have vigilantly shortlisted a long list of application vendors into a few serious contenders should plan the demonstration day with the same level of care. Build a well-defined demo agenda, pick a cross-section of important stakeholders to participate, and develop a sound scoring strategy. Turn a vendor demo day into a valuable selection aid for choosing the best software... Portal Marketscape: SharePoint Not the Only OptionMicrosoft’s SharePoint is gaining a lot of attention from both the media and prospects. But it’s not the only option. There is a lot of choice within the portal marketplace. Align final product selection with the overall development strategy of the enterprise. This consideration will become increasingly important as portals continue to evolve from products to platforms. The Complete Guide to Help Desk Software RFPsSelecting a software package to manage IT’s help desk support involves much more than simply picking one that looks good. A well-chosen help desk management application can accelerate resolution efforts, streamline the escalation path, and help identify process improvement opportunities. The Secret to Selecting the Best HR SolutionSelecting the best HR software requires IT leaders to effectively manage, optimize, and expedite the vendor/product purchasing and procurement process. Cut through the vendor hype by focusing on key features and functions to choose the best HR solution for your enterprise. Web Content Management Shortlist Preparation WorksheetIT decision makers often struggle to establish an appropriate shortlist of Web Content Management (WCM) vendors. This worksheet enables users to profile their enterprise WCM needs and generate a rank-ordered vendor shortlist. Help Desk Knowledgebase RFP TemplateA help desk knowledgebase tool can improve both quality of service and efficiency of IT service operations. This editable template includes all the key areas to consider when selecting a solution – it will allow you to spend less time preparing the document and more time evaluating the options. Contact Center Offshoring: Philippines, the Next Big Destination?The Philippine contact center industry has grown rapidly and is now a close second to India in terms of market share. Provided that the customer service quality can be maintained and the costs of managing the outsourcing relationship do not overwhelm the savings from offshoring, contact center outsourcing to the Philippines is a good investment. Vendor Evaluation Key to Contact Center OutsourcingOutsourcing contact center services offers the promise of significantly lower costs, fewer management headaches, and rapid scalability. But the decision to outsource by itself is no guarantee of success. To be successful, the outsourcing relationship must be well managed, and the first and most important step is to select the right vendor. Follow the advice in this note to select a vendor that... Choose Your Help Desk Software WiselyHelp desk incident management, and more importantly, IT service management, is a critical component of any well run IT department. When making a decision about help desk software, look to emerging trends in help desk software, the potential solutions for various sized business needs, and key criteria for shortlisting vendors. Implement - Implement & IntegrateERP Implementations: 20 Steps to SuccessMany enterprises are overwhelmed by the prospect of implementing an ERP solution. Info-Tech’s project plan outlines the 20 steps of a typical implementation. Use the plan as a starting point for aligning internal resources and, if needed, getting outside assistance. How to Keep On-Demand CRM Implementations On TrackThe Software-as-a-Service (SaaS) delivery model is impacting the Customer Relationship Management (CRM) project lifecycle. Understanding the impact that SaaS has on CRM is necessary to achieve successful on-demand CRM implementations. A Tale of Five WikisUsing wikis for workplace collaboration is an enticing idea. Putting that idea into practice is an entirely different matter. Analyze these five case studies to learn from enterprises that have successfully implemented wiki solutions. What Does an iPod Have in Common with a Contact Center?Improving agent-facing software usability is a key factor in the contact center productivity picture and provides significant financial payback. Take a lesson from the usability engineering process Apple uses to develop its products, including the phenomenally successful iPod. One financial institution did and found it significantly reduced call handle time and agent stress. Meet Me in Cyberspace: Benefits of Web ConferencingThere are several ways an organization can benefit from using Web conferencing services to collaborate in real-time with both internal and external users. Learn from four case studies on organizations that are successfully leveraging Web conferencing for customer interaction, training, collaboration and marketing. Budget BI: Four Frugal ExamplesA BI implementation does not have to be a death sentence for the IT budget. Learn from these four organizations that have made the most of their modest investments. Getting Social with E-Mail Marketing CampaignsIntegrating social media with e-mail marketing can extend campaign reach and improve click-through rates. For maximum success, publish e-mail campaigns to the company's own social media properties and enable recipients to share e-mails through social media channels to which they subscribe. Delivering Business Value Through SharePointSharePoint is a platform that addresses a wide range of business needs: Collaboration, Portal, Enterprise Search, Content Management, Business Forms, and Business Intelligence. This report will guide enterprises in making the SharePoint decision, identify benefit opportunities, avoid common challenges, and complete a successful deployment. When Is a Data Warehouse Necessary?A data warehouse is a great asset for many reporting and analytics projects. But it’s also a very expensive asset. Use Info-Tech’s guidelines to... Operate - Operate & OptimizeBreak Content Management Silos with After-Market SearchEnterprises have addressed information glut and compliance concerns by instituting document management and archiving solutions. They now face a growing threat from many discrete and unintegrated repositories. The reality of managing these data silos negates many of the promised benefits of archiving and document management. After-market indexing and search products address repository sprawl and... Mind the ERP Security GapSufficient levels of ERP security are lacking in many ERP implementations, which can cause severe financial losses due to fraud and non-compliance. Mitigate these risks through effective security processes. Retention Schedule TemplateThe retention schedule template provides a first step for enterprises in the early stages of records management or Information Lifecycle Management (ILM) projects. Sending 10,000 Bulk E-mails per Month? Get a Dedicated SolutionBulk e-mail presents a challenge to many enterprises. Sending tens of thousands or even millions of e-mails to clients and prospects can frustrate many IT initiatives. Some enterprises opt for “roll your own” or open-source options. As the demands of the system exceed 10,000 messages per month commercial and outsourced options become more attractive. Weathering the Apps Industry Consolidation StormVendor consolidation is a strong trend in the enterprise applications market. Use Info-Tech’s framework to effectively respond to the opportunities and threats created when one of your application vendors is acquired by another company. Save 50% on Enterprise App Support with Third-Party ProvidersIT managers that are unhappy with the often excessive money they are paying for software Maintenance and Support (M&S) can replace their apps vendor with a third-party provider. When third-party M&S is the right fit for the enterprise, it can lead to savings of 50% or more. ERP Virtualization: Drop Project TCO by 30%Virtualizing the Enterprise Resource Planning (ERP) environment drives cost savings through server consolidation and improved development efficiencies. Increasing the ease and speed with which environments are recovered is a key enabler. Pursue virtualization for the development stack, but keep the production environment on physical hardware for at least another year. 10 Tips to Trim 10% from ERPShave up to 10% off of Enterprise Resource Planning (ERP) projects without layoffs. Focus on discretionary spend, project costs, and ongoing support costs. Reducing Cost-to-Serve: End-User Support ServicesThis note provides techniques for cost reduction within the end-user support services area. These techniques are categorized according to time frame and are accompanied by potential pitfalls. IT should determine time frames, and in accordance to them, narrow down the cost-cutting techniques available. When implementing these techniques, IT should keep potential pitfalls in mind and adopt the... Webcast: Cutting Costs in Helpdesk OperationsEffective help desk management can potentially save IT a significant amount of time and money. The key is to develop a cost-conscious strategy that leverages help desk efforts against the never-ending crush of tickets. Use this tactical guidance to reach short, medium, and long-term cost-reduction targets, and save on the bottom line. Setting SLAsIn order to save time and money, IT professionals should look to effective help desk management. Develop a tactical strategy to leverage help desk efforts against the never-ending crush of tickets. Learn how to save on the bottom line by viewing the series of webcasts and reach short, medium, and long-term cost reduction targets. Driving Down TicketsIn order to save time and money, IT professionals should look to effective help desk management. Develop a tactical strategy to leverage help desk efforts against the never-ending crush of tickets. Learn how to save on the bottom line by viewing this webcast and reach short, medium, and long-term cost reduction targets. Leveraging Help Desk ToolsIn order to save time and money, IT professionals should look to effective help desk management. Develop a tactical strategy to leverage help desk efforts against the never-ending crush of tickets. Learn how to save on the bottom line by viewing this series of webcasts and reach short, medium, and long-term cost reduction targets. Capturing ValueIn order to save time and money, IT professionals should look to effective help desk management. Develop a tactical strategy to leverage help desk efforts against the never-ending crush of tickets. Learn how to save on the bottom line by viewing this series of webcasts and reach short, medium, and long-term cost reduction targets. Reduce ERP Costs with VirtualizationDevelopment costs are one of the primary culprits for the high cost of maintaining an ERP system. Control these costs by using virtualization as a key enabling technology. How Fresh Is Your Web Content?Stale Web site content drives away potential visitors and disappoints existing users. Keep the enterprise Web site current and competitive by... Manage - Management & StaffingBI Competency Center: Prevent Pricey MistakesWith Business Intelligence (BI) fast becoming a significant part of how companies do business, the need for BI Competency Centers (BICCs) is increasing. Senior leaders must understand when a BICC is required and the strategies for implementation to avoid expensive organizational mistakes. Enterprise Apps Planning: Construct User-Driven Business Process TeamsRecent Info-Tech research finds that business process modeling efforts led by end users and business managers produce more successful enterprise application projects. Learn how IT departments with user-driven modeling build effective business process teams, and about the best practices they use to accelerate the success of these teams. Enterprise Information Management: Leadership Crucial for InnovationIn today’s competitive market, Enterprise Information Management (EIM) teams must be swift and flexible to keep up with the demands of the business. Staff must overcome their fear of failure and plunge into unknown territory. Managers must make the transition from management to leadership to drive innovation and effectively contribute to overall business growth. How to Keep Information Management Staff from DefectingIn the race for competitive advantage, many companies are using their available information assets to fuel their business strategy. Losing Enterprise Information Management (EIM) staff can hinder growth through loss of key business systems knowledge. EIM IT leaders must invest in talent development and employee satisfaction to reduce attrition costs and maximize employee retention. Training the Business User: Models and PlansThe success of enterprise application projects depends on successful uptake by business users. The importance of training is often overlooked by IT managers. Understand the fundamentals of business-user training and follow a formal process for crafting the training plan. Enterprise Apps Planning: Minimize Business Stakeholder ObjectionsInfo-Tech finds that IT departments run into the same classic issues in getting the business on board when planning enterprise application projects. Understand the best practices for working through objections from end users and business managers, and make education and engagement continuous priorities. Enterprise Apps Planning: Govern Consultant Involvement CloselyPlanning and implementing an enterprise application is a very complex undertaking, and many IT shops look to internal or external consultants for assistance. However, recent Info-Tech research finds that IT departments which carefully govern consultant involvement to maintain high business user participation end up with more successful enterprise application projects. End-User IT Skills Assessment Tool(Sample) End users display a diverse range of IT skills. Use this assessment tool to identify end-user skill levels and determine if they have the knowledge to act as resident experts. Reduce Help Desk Costs: Leverage Power UsersReduce training and IT support costs and improve desktop productivity by developing a Resident Expert Support (REXS) system within business units. Resident Experts (REs) are power users that employ their advanced knowledge of desktop systems to help train and support fellow employees on desktop applications, thus reducing the burden on IT. Structure the BI Team for SuccessAppropriately structuring a Business Intelligence (BI) team is the first step in a successful BI implementation. Organizing a complementary mix of...
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