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- Private Banking Division Justifies Client Servicing Costs on 'Per Client P&L Basis' With BEN
- While the Private Wealth Management PWM group's Profit & Loss statement has long been profitable, and client feedback showed high customer satisfaction, there was no way to track the fully loaded cost of servicing each client. As a result, the PWM was unable to accurately determine on a per client...
- Tags: P&L, Client, Business Engine Corp., Banking Division, Banking, Financial Services
- Case studies
- Stox (dmg)
- Imagine being the one whose friends, family and coworkers go to for investment advice. You, a fountain of knowledge for current business and world news, earning a reputation for being the resident expert on the stock market. Or better yet, imagine quietly enjoying the confidence of financial security. Working with...
- Tags: P&L, Portfolio, JoeSoft, Performance Management, Human Resources, Workforce Management
- Software downloads 2008-02-07
- FinanceToGo (zip)
- FinanceToGo is an affordable and easy-to-use personal finance manager based on the principles of double entry accounting. If you are an individual or small business owner, FinanceToGo is an ideal tool which allows you to create budgets and track what you spend your money on with automatically generated graphs and...
- Tags: P&L, Supplier, Small Business, Finance, FinanceToGo, Channel Management, Apple Mac OS X, Marketing, Operating Systems, Software, Apple Mac OS
- Software downloads 2007-07-27
- Pull data into Microsoft Excel with Web queries
- Do you use Web queries to bring data into your Excel worksheets? Have you run into any roadblocks when trying to run them?POST versionI'm trying to create the equivalent of your sample xls for the following URL:http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?Symbol=GOOG&lstStatement=Income&stmtView=AnnCreating the IQY is no problem:WEB1http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?Symbol=["Stock"]&lstStatement=Income&stmtView=Annbut when I go to edit the query to...
- Tags: correct table, excel, hardware, JodyGilbert, justin james, Microsoft Corp., Microsoft Excel, stock, stock price, vba, Web, Web Query
- Discussion threads 2006-09-15
- The IT Consulting Skill Set
- What do we sell when we sell consulting? We may be selling technical skill, a project implementation, or a report comparing different technical options. For any consultant who has worked for a professional services firm, there’s no question what the product is; like a lawyer or an accountant, we’re...
- Tags: P&L, TechRepublic Inc., Consultant, Consulting, Outsourcing, It Operations, Business Operations, Outsourcing & Subcontracting
- White papers 2001-02-13
- The CIO HR Corner: At career crossroads
- CIO Republic's career columnist helps guide two tech leaders: one who is looking for the best path to the CEO role, and one who is seeking a CIO position.CIO Republic would like to introduce a new monthly column, CIO HR Corner, focused on helping IT executives and leaders find the...
- Tags: Professional development, Peter Woolford, Human Resources, P&L, career, Republic
- Technical articles 2002-06-25
- 'Profit-and-loss' strategy can help you manage your career
- According to columnist Bob Weinstein, today's IT pros should be using a profit-and-loss strategy to move up the ladder. See why he says career development should involve sharpening trendspotting skills and working hard to increase professional value.Some believe that the secret to building a successful technology business is creating “valuable”...
- Tags: Professional development, Bob Weinstein, strategy, Tim Sanders, P&L, career
- Technical articles 2002-01-09
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