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Info guides & whitepapers

Whether you're ready to change your accounting and business software now or are simply carrying out some initial research, our director's guides will help you take the next step.  These easy reads are provided free of charge so you can get started straightaway.

 

4 steps to selecting service management software4 steps to selecting service management software

This structured approach to software selection will help you determine which solution best meets your needs. Covering everything from research to implementation, this useful guide also provides detailed coverage of service-specific functionality, such as meter billing & contract management tools, PDA integration and more.
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A director's guide: Overcoming the cash flow forecasting challengeA director's guide: Overcoming the cash flow forecasting challenge

In today’s climate, with businesses everywhere caught in an ongoing cycle of budget and re-budget, even companies with predictable revenue streams and costs are now viewing forecasts as an essential business tool.
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A director's guide: Selecting business software for professional services organisationsA director's guide: Selecting business software for professional services organisations

Implementing a new system to manage your specific needs can be a daunting task but this guide provides a good overview. From doing your initial research to adding functionality, we show you what you need to know to when selecting business and accounting software.
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A director's guide: Selecting powerful CRM softwareA director's guide: Selecting powerful CRM software

Why CRM, and why now? Perhaps you’ve been thinking about investing for a while, but you’ve been waiting for the economic storm to subside. Perhaps you’ve been put off by horror stories of companies who spent heavily in CRM systems and have yet to see the benefits.
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A directors’ guide: How to choose a payroll software solutionA directors’ guide: How to choose a payroll software solution

Make mistakes when you're paying staff and you'll quickly realize you have a real problem on your hands. Compared to other areas of your business, payroll is often seen as a purely back office, operational function, something that's 'just there.' The problem with payroll is people only notice it when it goes wrong.
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Access Group – a new paradigm for meeting the needs of mid market companiesAccess Group – a new paradigm for meeting the needs of mid market companies

Regulatory initiatives, a global slowdown and consolidation of software suppliers have all come together to create a 'perfect storm' of uncertainty in the mid-market. In this paper, FSN's Gary Simon discusses how well existing models are living up to these rapidly changing demands and considers how a consultancy-led business model may represent the truly viable alternative.
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Beyond finance: 7 ways the web will power your businessBeyond finance: 7 ways the web will power your business

The explosion of affordable, web-based technology means that workers on the move need never be out of touch with their co-workers or customers. What's more, this two-way data exchange between the company and its business system means that web-based data capture can cut costs and increase efficiencies in areas well beyond finance.
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Charity reporting and accounting - the essentialsCharity reporting and accounting - the essentials

As a charity or not-for-profit organisation, you need to be sure that you're reporting to the very latest guidelines. This free guide sets out the most up-to-date reporting framework from the Charity Commission so you know exactly what's required by law and can apply this to your organisation.
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Choosing and implementing ERP software: Part 1Choosing and implementing ERP software: Part 1

Choosing an ERP system from the wide range on offer can be a daunting task. Confronted with lots of conflicting advice about what's right, you want to be sure that your new system fits both your business and your budget. This guide, the first of two parts, will help you make informed choices during the first steps of the process.
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Choosing and implementing ERP software: Part 2Choosing and implementing ERP software: Part 2

The second part of our director's guide is designed to help you improve the usefulness of your chosen ERP solution. Taking a comprehensive look at the functionality that's on offer, it breaks down key operational areas into clear, easy-to-read sections so that you can make an informed assessment of the specific features that will benefit you.
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Creating Profitable Customer ServiceCreating Profitable Customer Service

Creating Profitable Customer Service: How CRM systems can move your support team from cost burden to strategic asset - Download your free guide now!
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Creating your competitive advantageCreating your competitive advantage

Do you really know what differentiates your business from the competition? This guide will help you see your strengths from an outsider's perspective so that you can continually improve performance in the areas that truly set you apart.
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CRM best practicesCRM best practices

This introductory whitepaper explains the many ways that GoldMine CRM can instigate best practices in the areas of customer service, marketing and sales. Each section contains specific tips that you can implement in your own business to evoke and maintain the strongest possible relationships with prospects and customers.
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CRM Buyer's Guide Volume 1CRM Buyer's Guide Volume 1

While CRM is not without challenges, it remains a business essential – without it, your business will be unable to provide customers with the level of service they desire. This introductory whitepaper explains the history of CRM and the benefits you can expect to achieve by aligning this technology with your business strategy.
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CRM Guide to Eliminating GuessworkCRM Guide to Eliminating Guesswork

Your CRM system will dynamically monitor your defined selling process, and the progression of deals, giving you the comprehensive real-time view necessary to manage your business proactively. The next time your CEO stops you in the hallway and asks, “Will we hit our number?” you will have the visibility and predictability to answer the question with confidence.
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CRM Guide to Eliminating Guesswork: Get Control of Your BusinessCRM Guide to Eliminating Guesswork: Get Control of Your Business

Too often, marketing blames sales for not following up on the leads it generates, while sales accuses marketing of not pulling in the right leads. This introductory whitepaper explains how by forming a joint task force and backing it up with real-world information, you too can break the stalemate and instigate the focus needed to effectively drive sales and revenue.
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Evaluation, selection & implementation of accounting softwareEvaluation, selection & implementation of accounting software

Inevitably the time comes when the business software that you rely on no longer measures up. Whether external market forces, business growth or lack of functionality drive the change, this guide will help you make the strategic decision about what to do next.
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Gaining efficiency through HR technologyGaining efficiency through HR technology

As HR has evolved from satellite function to central hub, HR solutions have evolved apace. The best HR software no longer operates separately from the daily running of the business but is strategically aligned with it.
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How big is your business footprint?How big is your business footprint?

In light of latest Governmental advice, the ability to easily monitor your business carbon footprint is likely to become an essential requirement. This guide highlights how technology can help you prepare as the UK moves to a low-carbon economy.
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How to achieve business & financial-system implementation success – Free White PaperHow to achieve business & financial-system implementation success – Free White Paper

Scare stories about failed software projects make headlines – but there are many such implementations that go through perfectly smoothly. This white paper looks at how your organisation can achieve success in your own project - and the corporate benefits you can expect from a well-executed business and finance systems implementation.
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Lifting the data siegeLifting the data siege

With the amount of 'unstructured data' (such as documents, images, email) in business set to double every two years, how you store, access and manage this information is becoming increasingly critical. Cliff Mills, research manager for Evaluation Centre publisher NCC, reports.
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Making the case for software changeMaking the case for software change

When the time comes, most IT and Finance Managers know their software systems need to change but have a mountain to climb in persuading senior management to make the necessary investment.
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Selecting business software for financial organisationsSelecting business software for financial organisations

Designed with the needs of stockbrokers, analysts, traders and fund managers in mind, this handy guide breaks down the key areas of software selection into four easy-to-follow stages. From researching vendors to choosing a software partner, it also provides information about adding functionality.
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Spending for survivalSpending for survival

The recession might seem like a good time to stop buying big-ticket ERP systems. Gradient Consulting's Stephanie Snaith and Cathie Metcalfe question that logic, arguing that investment could be the key to emerging in a strength position.
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Ten steps to CRM successTen steps to CRM success

Profiting from CRM is more than choosing the right software. This free whitepaper provides 10 proven tips to ensure a successful implementation and subsequent ROI, from understanding exactly how customers interact with you to aligning teams around your business.
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The case for new financialsThe case for new financials

It can be tricky to find both the time and inclination to build a business case. This guide by business expert Mike Holmes will help you step back from daily frustrations, providing an easy-to-follow methodology that will help you build business-wide confidence in your proposal.
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The FDs' Bible - Part 1: Selection and implementationThe FDs' Bible - Part 1: Selection and implementation

Buying a software solution is a big decision made easier with the right research, planning and guidance. The first part of our 'FD Bible' splits the main stages of the selection and implementation process into easy to manage tasks.
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The FDs' Bible - Part 2: Adding functionalityThe FDs' Bible - Part 2: Adding functionality

Not sure which functionality to buy? Discover tools to suit your system and your business with the Access FDs' Bible. Updated for 2010, Part 2 of our comprehensive guide explains the key functions available and how you can use them to add value to every area of your business.
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Time to change your ERP software? - A guide for electronics manufacturing organisationsTime to change your ERP software? - A guide for electronics manufacturing organisations

This handy guide covers the end-to-end evaluation, selection and implementation process, raising all the key questions you need to answer before meeting with vendors. With specific information for electronics manufacturers, this guide also covers the key elements of any good ERP solution.
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Time to change your ERP software? - A guide for food manufacturing organisationsTime to change your ERP software? - A guide for food manufacturing organisations

This handy guide covers the end-to-end evaluation, selection and implementation process, raising all the key questions you need to answer before meeting with vendors. With specific information for food manufacturers, this guide also covers the key elements of any good ERP solution.
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Time to change your ERP software? - A guide for manufacturing organisationsTime to change your ERP software? - A guide for manufacturing organisations

This handy guide covers the end-to-end evaluation, selection and implementation process, raising all the key questions you need to answer before meeting with vendors. This guide also covers the key elements of any good ERP solution.
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Time to change your ERP software? - A guide for pharmaceutical manufacturing organisationsTime to change your ERP software? - A guide for pharmaceutical manufacturing organisations

This handy guide covers the end-to-end evaluation, selection and implementation process, raising all the key questions you need to answer before meeting with vendors. With specific information for pharmaceutical manufacturers, this guide also covers the key elements of any good ERP solution.
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Time to reduce your profit leaks?Time to reduce your profit leaks?

Whilst “profit leaks” within businesses across the UK are proving a huge cause for concern - and many companies currently do not have the visibility to identify inefficiencies within their end-to-end operations - there is wide recognition that significant savings can be made by plugging these leaks.
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Two-way talking: Business & accounting software and ExcelTwo-way talking: Business & accounting software and Excel

From instant budget revisions to seamless cross tabulation, this guide is packed with practical examples of why Microsoft Excel integration should be on every FD's must-have list when selecting a new software solution.
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What does ERP mean to you?What does ERP mean to you?

By thinking about ERP as a “joined-up” way of working rather than just a software system, mid-market businesses can approach their replacement project by focusing on those efficiencies not currently possible within their current technology
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