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Electronic Signatures: SEC/FINRA Compliant for Financial Advisers?
Posted Sep 06 2013 by Emily Maxie
Electronic signatures have been considered legal in the United States since 2000. But financial advisers also have to worry about complex compliance issues. Broker-dealers thinking of adopting electronic signatures need to ensure that the technology ... Read More
7 Steps for Building a Top 100 Innovation Company
Posted Sep 06 2013 by Stefan Lindegaard
I was recently asked these two questions on innovation culture: What would be your approach/steps to create an entrepreneurial and innovational culture? What are the elements, processes and tools that a large organization can typically ... Read More
The Website Feature That Never Goes Out of Style
Posted Sep 05 2013 by Levelwing
So you’re building a new website? Or maybe you’re looking to revamp your current site with a fresh design and some new custom features? Regardless of all the new bells and whistles out there to ... Read More
How to Evaluate ERP Software for Your Business
Posted Sep 05 2013 by Kathleen O'Connor
When they first start looking for a system to manage their organizations, many people start wondering, "What is ERP software, really?" And how does one decide to go for which software? With the amount of ... Read More
Workflow Management Software: Build, Buy or Both?
Posted Sep 04 2013 by Maricel Rivera
If you're a business owner, imagine making double orders for the same equipment when one is all you need, or losing a deal because of documentation errors. The list can go ad infinitum if you ... Read More
Using ERP Systems to Fuel Operational Scalability
Posted Sep 04 2013 by Panorama Consulting
Our clients commonly complain that their legacy processes and software are so outdated that they aren’t able to meet basic business requirements, which leads them down the path of evaluating potential new ERP systems. However, ... Read More
Free Enterprise Social Network Software (2026 Guide)
Posted Sep 03 2013 by Sherman Hsieh
What happened to the free enterprise social networks of 2013 (Socialcast, Yammer, Hall) and the free and low-cost platforms that replaced them in 2026. Read More
The ECM Revolution – Unblurred
Posted Sep 03 2013 by Michelle Harbinak-Shapiro
Historically, most financial institutions looked at document management – also called enterprise content management (ECM) –as a tool just for imaging and reclaiming storage costs by digitizing documents. But there is so much more that ... Read More
Signs of a Quality Distributed Marketing Management Platform
Posted Sep 02 2013 by Amanda Elam
To overcome the challenges presented by a distributed marketing model, many businesses utilize distributed marketing management platforms to organize their various marketing campaigns and find actionable solutions to the challenges posed by a distributed marketing ... Read More
Change Management: Do You Need an Expensive Program?
Posted Sep 02 2013 by Steven Phillips
Many software consulting firms love to sell their clients big expensive change management programs during an ERP or any other business software implementation. Probably next to “readiness assessments," change management is the mother-load of all "add on" work ... Read More