financial tracking

Today’s financial services organizations recognize that success starts with strong relationships built on trust and transparency. In a competitive market, a company’s employees can make or break these crucial relationships through their interactions with customers. That’s why businesses — from wealth management and insurance firms to banks and credit unions — are investing in automated workforce solutions to help them attract, engage, and retain top talent while controlling costs and driving exceptional service. Managing a diverse workforce of exempt and nonexempt employees across back-office, contact center, and frontline operations is no easy feat. Finding and keeping best-fit employees is challenging enough, but you also need to optimize day-to-day functions like time and attendance, scheduling, payroll, labor cost and productivity tracking, and compliance management to stay competitive and profitable. Given this complexity, it is not surprising that management teams are not alway

Learn how Dickinson + Associates is using SAP S/4HANA Professional Services Cloud—including the entire suite of accounting, financials, and procurement—to gain better visibility into their business. For the first time, the company has real time tracking of project profitability, as well as better visibility into resource scheduling. 

With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!

It’s critical that Finance teams have accurate, relevant, and timely data to understand current run rates and to steer your company toward growth. “The Finance Boss Guide to Oracle E-Business Suite to Drive Exponential Financial Gains” will help you translate numbers into fiscal performance through better reporting, analytics and planning, such as: How to create your own usable, sharable reports and web-based dashboards tracking financial performance and progress against company-wide KPIs Avoiding over-investing in dated ERP tools Industry analyst’s take on how to get better reporting and planning best practices and tools How Finance leaders at Bibby Distribution used the ability to drill down into reports to get exactly the detail they needed to address immediate business issues

It’s critical that Finance teams have accurate, relevant, and timely data to understand current run rates and to steer your company toward growth. “The Finance Boss Guide to JD Edwards to Drive Exponential Financial Gains” will help you translate numbers into fiscal performance through better reporting, analytics and planning, such as: How to create your own usable, sharable reports and web-based dashboards tracking financial performance and progress against company-wide KPIs Avoiding over-investing in dated ERP tools Industry analyst’s take on how to get better reporting and planning best practices and tools How Finance leaders at Bibby Distribution used the ability to drill down into reports to get exactly the detail they needed to address immediate business issues

Learn how a complete fixed asset solution can help save your company time and money.

Key financial stakeholders for Lowenstein Sandler were looking for a solution for tracking employee time that would eliminate paperwork and increase efficiency and productivity. As a result, they settled on AsureForce Time & Labor Management.

Many CFOs and the finance organizations they lead have started to take on new strategic roles within the enterprise. Their goal is to enforce stricter control processes to ensure legal and regulatory compliance, offer strategic insights into the internal and external business environment, and connect the business strategy with daily operations through performance tracking.

With little to no oversight into billing and collections‚ it can be hard to evaluate and improve the performance of accounts receivable (AR) processes — but not anymore. AR Automation solutions provide access to critical analytics that go beyond DSO to transform your AR department into a more strategic‚ value-added operation. Read our new AR Analytics Playbook to discover the six essential metrics that can bring big gains in efficiencies‚ such as: • Faster customer payments • Reduced administrative costs • Enhanced collections efficiencies • Improved customer retention The competition isn’t getting any weaker. Start strengthening your business with an AR automation solution today!

As today’s global marketplace becomes more sophisticated, the number and complexity of mission-critical financial transactions that companies conduct on a day-to-day basis continues to grow exponentially. Even small and mid-sized businesses are plagued by a rapidly increasing volume of financial processes that are highly intricate and multi-faceted. These activities, while important, are administrative in nature and often distract staff from more strategic planning initiatives that directly impact company prosperity and growth. Additionally, as legislative pressures continue to grow, and the rules imposed by Sarbanes Oxley, BASEL II, and other regulations become more stringent, businesses need to find better ways to ensure compliance by effectively logging, tracking, auditing, and reporting their financial data.

This document describes how Likewise and Microsoft Active Directory can foster compliance with the Payment Card Industry Data Security Standard, a set of requirements for businesses that process payment card information. Developed by Visa, American Express, Discover Financial Services, and other members of the PCI Security Standards Council, the standard sets forth policies, procedures, and practices to protect customer account data. The standard includes specific requirements for strictly controlling access to customer data, authenticating business users, monitoring access, maintaining a secure network, and auditing system resources. Likewise integrates Linux, Unix, and Mac OS X workstations and servers into Active Directory, providing the basis to assign each user a unique ID for authentication, authorization, monitoring, and tracking. Likewise also provides group policies for non-Windows computers so that their security settings and other configurations can be centrally managed in the same way as Windows computers.