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- CNL Investment Company: "Vision Creating Value" With Sage CRM SalesLogix
- CNL Financial Group represents approximately 3,000 retail, restaurant, hospitality, retirement, corporate office, and industrial properties in 49 states, with combined assets of more than $8 billion. CNL Investment Company CNL is the support arm to its sales division, raising capital to purchase real estate and pay investor dividends. The sales...
- Tags: Investment Company, Sage CRM SalesLogix, Sage Software, Vision, CNL Financial Group, Sales Strategy, Sales Force Management, Financial Services, Sales
- Case studies
Additional Resources
- CNL Improves Its IT Infrastructure Performance by Utilizing Avaya IP Support Services
- CNL is one of the nation's largest privately held real estate investment and development companies with $13 billion in assets under management. An executive decision taken to decentralize the information technology infrastructure which led CNL seeking a new scalable, cost-effective solution that could manage the new IT requirements across multiple...
- Tags: IT Infrastructure, Support Services, Information Technology, Avaya Inc., CNL, Real Estate, Strategy, Business Operations, Management
- Case studies
- Findim Group S.A. Standardizes and Integrates Financial Processes to Optimize Performance
- Findim Group S.A. is the financial holding corporation for a group of companies in the real estate, agriculture, and finance sectors. The best-known member of the group is STAR Alimentare, a consumer goods manufacturer. Findim invests profits from its holdings in financial services and real estate ventures - including residential...
- Tags: Asset, Oracle Corp., Financial, Performance, Findim Group S.A., Asset Management, Real Estate, Financial Accounting, Operational Planning, Business Operations, Finance
- Case studies
- BMO Financial Group Connects Critical Business Assets With Web Services Technology
- Established in 1817 as Bank of Montreal, BMO Financial Group is the oldest financial services provider in Canada and one of Canada's largest financial firms. The company wanted to improve employee productivity and increase front-line sales and service capacity and effectiveness while preserving and leveraging existing technology infrastructure assets. BMO...
- Tags: Asset, Web, Financial, Web Service, Canada, IBM Corp., Asset Management, Financial Accounting, Web Services, Middleware, Operational Planning, Business Operations, Finance, Enterprise Software, Software
- Case studies 2005-04-01
- The SAS Group Improves Insight Into Financial Data
- The SAS Group, the Nordic region's largest listed airline and travel group, offers air transportation and airline-related services from its base in Northern Europe. The company wanted to eliminate fragmentation by creating a single reporting repository for operational financial information The challenge was to replace two obsolescent but highly functional...
- Tags: Oracle Corp., Financial, SAS Institute, Financial Accounting, Databases, Enterprise Software, Finance, Software, Data Management
- Case studies 2007-09-01
- Fortune 500 Financial Services Company Saving Money, Ensuring Data Access With McDATA Storage Network
- The Des Moines, Iowa IT Team of the Principal Financial Group The Principal was seeking a data infrastructure model that would consolidate several rapidly growing but distinct application environments into one infrastructure. The infrastructure would need to provide improved storage and management efficiencies, non-stop connectivity and enable uninterrupted scalability of...
- Tags: McDATA Corp., Principal Financial Group, Financial, Network, Financial Service, Data Access, Storage Area Networks (SAN), Storage, Storage Management, Financial Planning, Hardware, Finance
- Case studies
- GUS plc Chooses OutlookSoft
- OutlookSoft Corporation announced that GUS plc has selected OutlookSoft software for Group financial reporting and analysis across all of its major business divisions, which include Argos Retail Group, Experian, Burberry, and Lewis Group. GUS will unify its top-level financial and non-financial information in one system using OutlookSoft's Everest business performance...
- Tags: OutlookSoft, Everest, Business Intelligence, Enterprise Software, Software, Data Management
- Case studies
- Finance Solutions Group Transforms Financial Management
- To produce financial performance forecasts, the corporate forecast group at Microsoft Corporation relied on Microsoft Office Excel spreadsheets to aggregate financial data from each of its 100 subsidiaries and seven business groups. The forecast cycle is short, yet the process was time-consuming. In addition, to scale the system to meet...
- Tags: Financial, Financial Management, Microsoft Corp., Financial Accounting, Finance
- Case studies 2008-04-25
- Novell Case Study: MLP Group
- The MLP Group is a leading European financial services provider with more than 2,500 financial consultants who have to date advised about 600,000 clients. MLP Group required an identity management solution to provide its 4,600 employees with consistent access to e-mail and applications, regardless of location. An integrated, Linux-based solution...
- Tags: Novell Inc., Identity Management, MLP Group, Authentication/Encryption, Linux, Financial Planning, Financial Accounting, Security, Operating Systems, Software, Finance
- Case studies
- BT Financial Group Streamlines Information Gathering and Saves A$540,000 Per Year
- BT Financial Group manages the wealth management operations of Westpac Banking Corporation, one of Australia's Big Four banks. It provides investment, margin lending, superannuation, and retirement income products and manages more than A$64 billion in funds. BT's information technology department lacked a cohesive process for gathering information about defects and...
- Tags: Financial, British Telecommunications, Income, Microsoft Corp., BT Financial Group, Operational Accounting, Strategy, Finance, Management
- Case studies
- Yili Industrial Group Achieves Unified Financial Management and Centralized Business Control
- Founded in 1933, Inner Mongolia Yili Industrial Group is the largest dairy enterprise in China. Yili Industrial Group wanted to implement an integrated ERP system to optimize business management and achieve sustainable development and gain enterprise-wide control over subsidiaries, with special attention on financial management. The challenge was to reverse...
- Tags: Oracle Corp., Financial, Business Management, Financial Management, Financial Accounting, Investment, Strategy, Financial Planning, Finance, Management
- Case studies 2007-12-01
- Lloyds TSB Staff Stay in Touch Thanks to Increased Functionality of HP iPAQ Pocket PCs
- Lloyds TSB is a leading UK-based financial services group whose businesses provide a comprehensive range of banking and financial services in the UK and overseas. Staff of Lloyds TSB's Financial Markets Division, need to keep in touch with the office and their clients, no matter where they are. The group...
- Tags: Hewlett-Packard Co., Financial, PC, Communication, Lloyds TSB, Financial Accounting, GPS, Finance, Consumer Electronics, Personal Technology
- Case studies
- Financial Firms Using Communicator Inc's Hub Connex Group Chat to Share Market Information
- Hub Connex launched its enterprise group discussion Forums in 2001 and now hosts over 5,000 group Forums, with the world's largest broker-dealers and hundreds of investment management firms and hedge funds. The Hammerstone Group, an investment partnership and trading application provider, uses Hub Connex to connect over 100 professionals across...
- Tags: Netscape Communicator, Financial, Connex, E-mail Clients, Financial Accounting, Software, Finance
- Case studies
- Sky Financial Group and SAS Tackle Money Laundering
- Sky Financial Group is a $15.7 billion diversified financial holding company with its headquarters located in Bowling Green, Ohio. Sky has chosen SAS Anti-Money Laundering to strengthen its Anti-Money Laundering AML program. Sky will use the solution from SAS, the leader in business intelligence, to help adhere to the regulations...
- Tags: Financial, SAS Institute, Sky Financial Group
- Case studies
- Swiss Financial Services Group: Hedging Its Bets Against Data Loss
- Swiss Financial Services Group is a hedge fund administrator providing accounting and administration services for hedge funds. The company has offices in Naperville, Illinois; Waterford, Ireland; Nassau, Bahamas; and Zurich, Switzerland. Despite the firm's global reach, it is a small company whose IT strategy is focused on strong partnerships with...
- Tags: Iron Mountain Inc., Data Loss, Information Technology, Financial Service, Hedge Fund, LiveVault Corp., Swiss Financial Services Group, Disaster Recovery, Financial Services, Investment, Backups, Strategy, Data Management, Finance, Management
- Case studies
- Up-to-the-Minute Accounting for Financial Assets With SAP R/3 Enterprise
- MEAG MUNICH ERGO AssetManagement GmbH MEAG is one of the top asset management companies in the European financial sector. MEAG's target was to expand its asset management capabilities by employing innovative financial instruments - for example, to enhance revenue and risk assessments for group-owned financial assets. It wanted to speed...
- Tags: Financial, SAP R/3, SAP AG, MEAG MUNICH ERGO AssetManagement GmbH, MUNICH ERGO AssetManagement GmbH, Financial Accounting, Asset Management, Finance, Operational Planning, Business Operations
- Case studies
- International Hospital Group Improves Financial Applications, Gains Over $56 Million in Benefits With BMC Software's BSM Solution
- An international hospital group headquartered in the United States, in pursuit of operational excellence, was looking to provide IT services that operate in a predictable way. In the short term, it wanted to improve the performance of critical financial applications, and set and meet service level goals for those applications....
- Tags: BMC Software Inc., Hospital, Financial, Business Service Management, Benefit, Financial Application, Vertical Industries, Financial Planning, Financial Accounting, Roi/Tco, Operational Accounting, Healthcare, Enterprise Software, Software, Finance, Managerial Accounting
- Case studies
- J&L Financial Planner Professional (exe)
- The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. You create the scenario based on your current financial status and future financial events. The J&L Financial Planner...
- Tags: Financial, Financial Planner, Financial Accounting, Finance
- Software downloads 2005-03-10
- XLReporting (exe)
- XLReporting is cost efficient, flexible, and powerful financial reporting software for organizations of any type and size. It provides an ideal solution for financial reporting, group consolidation, budgeting, forecasting, financial planning, and sales and purchasing analysis. XLReporting is fully integrated into Microsoft Excel, which makes it easy to install, learn...
- Tags: Financial Reporting, Financial, XLReporting, Financial Planning, Financial Accounting, Microsoft Excel, Finance, Microsoft Office, Office Suites, Software
- Software downloads 2005-12-07
- High Street Retailer Takes Off With SAP's Integrated Business Solution
- Quality is undoubtedly the hallmark of the PLC Group. Over the years, the PLC Group has gained an unrivalled reputation in the Greater China region as one of quality, reliability and professionalism. With its business built around a high-volume, high turn around retail chain, the Group requires significant support in...
- Tags: Quality, SAP AG, Inventory Management, Enterprise Software, Software
- Case studies
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