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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 20, 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

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

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

The HP Applications Modernization Transformation Experience Workshop by Hewlett-Packard Company October 2009 - (Free Research) Organizations are realizing their priorities are not about new technology –instead, they are focusing on how to use the technology they have to survive and thrive in the downturn. How can you make the most of your information technology investments in this new environment? (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc August 2008 - (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. (WHITE PAPER) GO TO WHITE PAPER

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc January 2009 - (Free Research) This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them. (WHITE PAPER) 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

Three Tactics for Winning the LTE Game by Alcatel-Lucent June 2009 - (Free Research) This research brief provides an overview of the current LTE market and addresses the technical and business challenges that operators will face as they migrate to all-IP networks. It provides insight into operators' common questions and helps address planning and implementation concerns including migrating away from existing legacy systems. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

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

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

2009 Top 10 in Investment Management by Actuate September 2009 - (Free Research) The investment management business in 2009 will be dominated by the ramifications of the events of 2008. In this report, TowerGroup has compiled a list of the top 10 business drivers and the resulting major strategic responses and technology initiatives. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Migrate from a Proprietary Server Architecture? - Open Systems Provide Way to Exit Money Pit by Dell, Inc. and Intel May 2009 - (Free Research) In this down economy, now is the time to examine the total cost of ownership (TCO) of your proprietary server infrastructure and migrate to a more cost-effective open systems platform designed for tomorrow. If this hits home for you, please read on. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

The Economics of Embedded Development, Testing, Deployment and Support by IBM December 2008 - (Free Research) This paper is aimed at helping senior management address its product ROI in a manner that can be directly applied to their everyday management practices. In this report, EMF presents a methodology for calculating the ROI for a development based on the direct cost of development, associative costs, extrinsic costs and a process for estimating risk. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Enabling Growth through Business Model Innovation Change Is the Only Constant by SAP America Inc September 2008 - (Free Research) Find out why industry leaders rely on innovative business models as the competitive assets that help them expand their industry influence and improve their market position - and learn how you can help transform your firm's business model. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

CIO Decisions Ezine: Vol. 8 - The Portfolio Approach by CIO Decisions September 2009 - (Free Research) Is your present mix of short and long-term projects putting you on a path to success? Read CIO Decisions Ezine on The Portfolio Approach and gain insight into successful PPM and IT project governance strategies. Access this CIO Decisions Ezine and subscribe instantly. (EZINE) VIEW ABSTRACT | GO TO

HP OpenCall Media Platform: A Cost-effective, Agile IP Media Server by Hewlett-Packard Company September 2009 - (Free Research) Mobile communication technologies are evolving quickly and new customer demands arise almost every day. At the same time, the economic downturn has impacted budgets, so that cost efficiency now tops the corporate agenda. Service providers must now must not only test and develop new services to meet customer demand, but do it within tight budgets. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Reality Check – A Smart Business Continuity Strategy Can Offer Maximum Results at Minimum Cost by CDW Corporation September 2009 - (Free Research) In an increasingly digital world, it's clear that business continuity is no longer an option. Keeping systems running 24x7 and ensuring that data reaches its intended destination — precisely when it's needed — is the heart and soul of a business. This paper discusses Business-Continuity (BC) initiatives on a tight budget and with limited resources. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Presentation Transcript: Governance in Project Portfolio Management by AtTask September 2009 - (Free Research) This is a transcript of a presentation by Brian Turner, Chief Service Delivery Officer at Point consulting firm. He discusses how to keep governance relevant and effective in today’s tough times, what factors drive effective governance structures and what strategies make those governance structures in your organization more effective. (PRESENTATION TRANSCRIPT) VIEW ABSTRACT | GO TO

Case Study: Helping AIC Cut Daily Backup Window While Saving Money & Staff Time by Quantum Corporation April 2009 - (Free Research) Read this customer case study to see how Canadian mutual fund company AIC Ltd. leveraged Quantum's DXi™5500 disk backup solution featuring data deduplication and replication technology in order to drastically reduce backup time as well as cut storage costs and management. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc December 2008 - (Free Research) How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions. (WHITE PAPER) GO TO WHITE PAPER

IDC White Paper - Online PC Backup: Key Criteria in Selecting an Enterprise Solution by Iron Mountain Digital December 2008 - (Free Research) This paper looks at the need for laptop and desktop data protection and, based upon recent IDC research, the key requirements firms should consider in evaluating enterprise-level online PC backup solutions. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

IDC WhitePaper: The Business Case for a Unified Wired and Wireless Solution by Hewlett-Packard Company August 2008 - (Free Research) To determine the return on investment (ROI) associated with the implementation of an HP ProCurve UWW network solution, IDC conducted a study of eight organizations world wide that have successfully performed HP ProCurve UWW implementations and are running the solution in their production environments today. This paper gives the results. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Risk Management: Bridging Policies and Procedures - Fundamental Security Concepts by Global Knowledge October 2008 - (Free Research) This white paper discusses risk management as a key process in designing security architectures, including a better way for security managers to approach the security ROI issue. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Business Intelligence for Consumer Packaged Goods: Actionable Insights for Business Decision Makers by SAP America Inc May 2008 - (Free Research) This paper discusses about how technological advances are enabling improved decision making across three broad axes: simplicity and relevance, agility and integration. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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