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- Under Pressure, Compliance Starts Earlier Than Ever
- There's no mystery as to why the largest investment management companies have increasingly turned to pre-trade compliance solutions. Portfolios have become filled with more complex and geographically diverse financial instruments, assets under management have swelled, and more institutions than ever have specific demands regarding suitable portfolio content. Add in the...
- White papers 2005-09-08
- Best Practices In Change And Configuration Management For BI Projects
- Metrics bring consistency and formality to project management practice. With metrics, important project decisions will be made on an informed basis. In essence, metrics bring objectivity to tools by which the progress of projects and advancement of the organization are monitored with considerable consistency, and with repeatable accuracy. When implementing...
- White papers 2009-01-06
- How To Effectively Execute Projects
- Many business intelligence projects consider themselves successful if they simply get deployed into production. As the industry matures, more structure, consistency and a repeatable process for control and deployment of such projects is desired. It is necessary to establish a model for change and configuration management that is flexible enough...
- White papers 2008-10-21
- 10 Mistakes To Avoid In A Business Intelligence Delivery
- Most of us realize that knowing what needs to be done and actually doing it are two separate things. Executing your projects is not as hard as it seems. Knowing exactly who you have assigned to tasks, how long it should take them and how much work they are doing...
- White papers 2008-09-16
- BI Application Convergence: Build, Buy Or Both?
- Behind every success or failure are people. People are the only differentiators. Every Data Warehousing DW and Business Intelligence BI project, whether successful or not, teaches us something. It is generally on failures that we base our new success. BI project management requires different techniques and methods to succeed. The...
- White papers 2008-09-01
- A Sociable BI Strategy In Nine Steps
- This paper examines the convergence of custom-developed and prebuilt Business Intelligence BI applications. finance organizations were early adopters of prebuilt applications. There are three main reasons why finance adopted BI and performance management applications first. The first reason is availability. Vendors offered prebuilt applications to functional areas such as finance...
- White papers 2008-04-24
- Business Intelligence Data Architecture
- Creating a Business Intelligence BI strategy that is easily acceptable to different units within your organization takes much more than just sound BI knowledge. You need the right approach, techniques and few smart moves to make your strategy actionable and attractive enough to remain outside the organizational closet. Before we...
- White papers 2008-04-10
- BI Architecture: What Is The Best Choice For My Organization?
- What is A Business Intelligence Data Architecture Strategy BIDAS, and why do you need one? Odds are your company already has developed, invested in and maintains several technologies to deliver a variety of reporting solutions. How do you know when a technology is no longer beneficial or that users are...
- White papers 2008-01-08
- Implementing The Business Intelligence Collaboration, Part 2: Execution
- When designing the best architecture for your organization, understanding both the short-term requirements as well as long-term goals is important. Even if the focus is on the short-term, it is important to understand the long-term goals and implications if the focus changes at some point. Developing an enterprise design up...
- White papers 2007-12-04
- Implementing The Business Intelligence Collaboration: Measurement, Part 3
- You always hear about metadata management in business intelligence BI. Your most important metadata may be your project metadata. This paper focuses on execution and covers project tracking, discovery, design, development and deployment activities as it relates to BI Collaboration (BI-C). The intent of this paper is not to rehash...
- White papers 2007-12-18
- Overcoming The Barriers To Business Intelligence Success
- Measuring success on an engagement typically begins with revisiting the business case. The business case represents one way to measure project success and answer the question, "How did we do?" For your Business Intelligence BI project, there are additional, nonfinancial gauges for "How did we do?" that should be monitored...
- White papers 2007-09-01
- Originations: Where Cost, Risk, and Profit Start
- Originating a new account is a costly decision for financial service companies. Some estimate that the originations process is 80% of an account's measurable risk over the life of that account. It is also an increasingly complex decision that must be made in accelerated timeframes. Today, financial institutions must make...
- White papers
- Life After Sarbanes-Oxley Compliance
- There is no life after Sarbanes-Oxley compliance. This is because there is no "After" when it comes to being in compliance with the 2002 Sarbanes-Oxley Act. Sarbanes-Oxley SarbOx compels public corporations to file annual reports with the SEC that detail the process by which corporate management has established and maintained...
- White papers 2005-03-28
- Finance Business Intelligence - From Data to Information to Competetive Advantage
- Today's competitive and challenging economic environment places further emphasis on real-time information for decision-making purposes. Without relevant, reliable information provided in a timely manner, decision-makers are forced into suboptimal decisions based on assumptions and gut instinct. This lack of fact-based decision making places the company at risk with one or...
- White papers 2003-12-01
- Raising the Bar on Integrated Disability
- Cutting-edge Integrated Disability Management IDM programs are waging war on costs on a number of new fronts, from control of obesity and depression to use of evidence-based treatment guidelines. A critical component in today's Integrated Disability Management IDM) programs is a strategic plan of action that addresses two important drivers...
- White papers 2004-09-08
- UnumProvident Suggests Key Strategic Steps for FMLA Benefits Management
- In terms of the movement of presenteeism to absenteeism, depression is estimated to be a primary factor in about 6% to 7% of UnumProvident's short-term disability STD claims. Depression also shows up as a strong determining factor for job performance. It also was described as causing the highest average self-reported...
- White papers 2005-10-11
- Financial Planners Pay More Attention to P/C Insurance and Risk Management
- Property/casualty insurance and risk management increasingly play a role in financial planning, according to a survey by the Chubb Group of Insurance Companies. Fifty-seven percent of the 102 financial planners surveyed indicated that they evaluate their clients' asset protection through property/casualty insurance. An even higher number, 72%, said they determine...
- White papers 2006-03-22
- SOX Keeping You Awake at Night?
- SOX requires executive officers of public companies to annually attest to the effectiveness of internal controls over their financial reports. If one fails to establish and maintain appropriate controls, he or she can be fined and even sent to jail. Fear of these penalties naturally prompted corporate leaders of publicly...
- White papers 2005-04-01
- A New Look at Operational Risk
- While the U.S. Department of Homeland Security is actively investigating terrorist communications and activity to prevent possible attacks, insurers are beginning to understand the necessity of taking a new, more proactive approach to assessing their own risks of loss related to people, processes, technologies or external events. These "Operational risks,"...
- White papers 2004-03-01
- Insurers Are in the Game
- Since the business of insurance is risk management, it's not surprising that the majority of insurers have standards of practice for monitoring, managing and mitigating risk. What's more surprising, is that Enterprise Risk Management ERM-identifying, prioritizing, quantifying, mitigating and financing risks from all sources across an enterprise-seems to be catching...
- White papers 2006-04-01
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