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 TitleDate AddedCompany
whitepaper The Home Office Deduction2007-12-01 Microsoft Tips
  The savings from an office-in-home deduction can be significant, particularly in the case of a taxpayer who is subject to both income and self-employment taxes. However, before including this deduction on the client's return, one should help him assess his future. In particular, one should inquire whether he'll be selling his house soon. If the client claims an office-in-home deduction in the year that he sells his house, he could incur a significant tax penalty.   
whitepaper Make Time Adjustments to Fit Your Values2007-12-01 Microsoft Tips
  Once the user has created a personal mission statement - that is, a statement that defines what's important to the user and that helps him or her make difficult decisions when faced with the myriad choices that life presents  the user need to assess if he or she is spending the time in ways consistent with that statement. For example, if other people observe the way the user spends the time, will it be obvious what the user values? If the user say health is important, one would expect to see the user being physically active. If the user say family is important, one would expect to see the user spending quality time together. Is the user using the time in ways that reflect priorities?   
whitepaper Using Documents Effectively in Court2007-12-01 Microsoft Tips
  Long before one enters the courtroom, one must spend a great deal of time preparing, formatting, and organizing the documents that one plan to use as part of the case. One is often required to use precise formatting in the documents that one files with the court. For example, pleadings, briefs, and other similar documents must adhere to court formatting rules and must often be submitted under court-imposed deadlines. Many of the tools that are available in Word 2003 can assist one in creating documents easily and reduce the amount of time one spend preparing documents for filing.

Tags: Word Processing		   
whitepaper Marex Financial Ltd Transitions to Operational Independence, Meets Three-Month Deadline0000-00-00 Oracle
  Marex Financial Ltd is an independent brokerage and foreign exchange company offering comprehensive coverage of key global commodities, financial futures, options, and foreign exchange. The challenge was to achieve systems independence and autonomy following a split from a larger financial services group - while still using the legacy software - within a short, critical time frame; implement the new financials system on time to support a chain of business system go-lives; and separate and migrate all Marex-relevant historical and ongoing data from existing systems as part of the separation process. The company achieved total system independence with a single business instance of Oracle's PeopleSoft Enterprise Financials Management solution - specifically General Ledger, Asset Management, and Payables - to support internal financial operations.

Tags: 		  
whitepaper The Promises and Risks of Service-Oriented Architecture (SOA) in the Financial Services Industry: A Financial Services Industry White Paper2007-05-01 Hewlett-Packard (HP)
  The paradox is unavoidable: in an era when firms aspire to agility, adaptability and ease of maintenance in their application portfolios, many are still saddled with leaden systems built to last - not to change. Meanwhile, the financial services industry faces two contradictory challenges: Increased commoditization of financial products means banks and other institutions must now differentiate based primarily on customer service. But the channels through which they serve customers are typically information "Silos" comprised of proprietary systems and custom interfaces that are unable to provide a complete 360-degree customer view. Today's institutions need a flexible IT infrastructure that supports change.

Tags: Service-Oriented Architecture		   
whitepaper Community Bank Drives Business Growth With Better Customer Relationships2007-01-10 01:00:30 Microsoft
  The 20 branches of County National Bank serve more than 52,000 customers in central Pennsylvania. To encourage greater growth and revenue, bank executives researched ways to increase the volume of qualified referrals generated by tellers. With the help of Microsoft Gold Certified Partner Plus Consulting and Fincentric Corporation, County National Bank implemented Microsoft CRM 1.2, now part of Microsoft Dynamics, and integrated it with Wealthview Leadbuilder, a lead-generating solution software. Targeted product prompts provided by Wealthview Leadbuilder help enable the bank's tellers to speak knowledgably about the services and products offered by County National Bank.   
whitepaper An Asian Giant in the Consumer Sector Finds Out the Real Nature of the Company It Almost Signed a JV Deal With...Just in the Nick of Time2006-12-01 01:00:18 ValueNotes Database
  The client, Asian consumer sector giant, had almost signed a Joint Venture (JV) with an Indian partner. Attraction was the large Indian consumer market. Some senior managers were not fully comfortable with the partner. Valuenotes research found that JV partner had misrepresented the size of their business. They were embroiled in several legal (criminal) cases. Their earlier alliance partners had parted from them in unhappy circumstances. The client was saved from potential losses of millions of dollars, as well as the negative impact of allying with an unsatisfactory local partner.   
whitepaper A European Company Sought to Strengthen Its Relationship With an Existing IT Services Vendor in India, and Wanted a Second Opinion2006-12-01 01:00:18 ValueNotes Database
  The client is a European company sourcing IT services from a vendor in India. To strengthen the relationship they wanted to buy equity in the vendor. Second opinion sought from an unbiased source based on ground research. ValueNotes research found the vendor highly competent and well regarded. Also found that the vendor had a relationship with another international services firm which was a possible conflict of interest. The client could bargain more effectively. They drafted legal provisions to eliminate possible future conflicts of interest.   
whitepaper ATM Services Company Gains Industry Information, Grows Business and IT Relationships2006-11-08 01:00:18 Microsoft
  Diebold, a global leader in the services industry, provides self-service delivery and security system solutions and services for its customers. To ensure that Diebold continues to achieve profitable growth, the company has standardized on Microsoft technology in both its customer and internal environments. Diebold also seeks input from Microsoft on business solutions and overall strategy. Recently, Microsoft and Diebold executives met at the Microsoft Executive Briefing Center in Redmond to discuss shared goals for the strategic relationship. By meeting at the Executive Briefing Center, Diebold strengthened business and IT relationships, and gained direct access to Microsoft banking and security specialists. For Microsoft, key decision-makers were able to talk directly with Diebold executives.   
whitepaper Investigating apparent traffic anomalies to ensure peak performance of Permanent TSB's online banking system2006-09-22 01:00:14 Compuware
  In 2001, the bank launched Online Consumer Banking, followed in 2005 by Online Business Banking. The system was developed by the Bank's own in-house IT department and operates 24 hours a day, 365 days a year. Security and customer service are both critical success factors, and a high level of performance is key to success. System usage has been very intensive since it went live. It peaks each weekday morning when offices open for business and when consumer customers carry out their transactions.