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Business Process, Workflow & Forms Automation

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Learn Trends and Develop Strategy
 
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Note
 

The 2009 Mid-market CRM Landscape Summary: SaaS Fully Matures

In the last few years, the mid-market CRM landscape has changed due to the emergence of Software-as-a-Service (SaaS) into the mainstream market and changes in consumer needs and buying behavior. Examine the summary findings from a recent Info-Tech study to understand what the 2009 mid-market CRM landscape looks like.

Brief
 

Getting the Most out of Project Management Software Vendor Selection

Vendor selection is the most important step when implementing Project Management (PM) software. The solution must be aligned to business goals, current circumstances and future agenda, and it must keep the end users in mind. Understand the vendor selection process, have the project team involved in decision-making, and stick to defined requirements.

Brief
 

Is the Enterprise Ready for Project Management Software?

In order for Project Management (PM) software to be a success, the enterprise must have an enforced PM process and methodology in place. Full user buy-in is a must in order for the implementation to be a success. The recommendations in this note outline the essential steps of enterprise readiness to ensure that failure and wasted investment are avoided.

Brief
 

PM, PPM, EPM: Alike but Not the Same

Many IT and business leaders have difficulty correctly defining the scope of Project Management. Others confuse Enterprise Portfolio Management and Project Portfolio Management with one another, and with good reason: even vendors blur the lines between them. Differentiate between the three before seeking helpful tools to avoid lost time, money, and effort.

Tool
 

Enterprise Readiness Assessment for Project Management Software

There are several things that must be under control before the enterprise moves into the vendor selection process for Project Management (PM) software. This tool lists the necessary steps that must be taken before a PM tool can be implemented. Use this assessment to score enterprise readiness and predict the viability of PM software in the current business environment.

Make Technology Decisions
 
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Brief
 

Stop Manually Scribe-ing Data between Business Applications

Scribe Insight is a simple data integration tool that allows organizations to connect on-premise or SaaS business applications, including Microsoft Dynamics CRM, with almost no programming. Consider Scribe Insight for importing data, integrating systems, building simple reporting databases or cleansing existing data.

Brief
 

To Dashboard or Scorecard, that Is the Question

Dashboards and scorecards employ different approaches to the communication of enterprise performance data for management decision making. Knowing the difference is essential for IT managers charged with developing the right reporting tool for the business.

Brief
 

Know What to Look for in an Audit Management Solution

Enterprises that implement audit management software can expect cost savings of up to 80% in audit paperwork and reductions of up to 50% in auditing time. Choosing the right product and a strong implementation partner is critical to achieve these targets. Use Info-Tech's evaluation criteria and recommendations to select the right audit management software solution.

Brief
 

Process Apps: Weigh Server, Client and Repository Equally

A great deal of variety exists in how Business Process Management (BPM) vendors divide their systems among server, client, and repository components. Ensure the BPM selection process scrutinizes each of these three elements to ensure a good fit with the existing business environment.

Improve IT Operations
 
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Brief
 

Meet Business Requirements with User Acceptance Testing

UAT can increase customer satisfaction in the development of an application and validate that requirements have been met. Do not overlook this important stage in the software development lifecycle.

Brief
 

Optimize the Service Desk with Problem Management

Enterprises ready to move beyond incident management can improve the effectiveness and efficiency of the help desk by implementing problem management functions that reduce incidents at the source.

Note
 

Enterprise Apps Planning: Govern Consultant Involvement Closely

Planning 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.

Note
 

Enterprise Apps Planning: Minimize Business Stakeholder Objections

Info-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.

Note
 

Business-Led App Process Modeling: Govern Consultants Closely

Recent Info-Tech research on the enterprise application planning process shows that, in business process modeling, small enterprises which carefully govern consultant involvement, and leave the real process work to the business, achieve greater project success. Use this note to learn how consultants can educate and facilitate a business-led process modeling effort for enterprise applications.

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