Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
Bob Thompson of CustomerThink speaks about delivering total customer value that drives genuinely loyal customer attitudes.
Laef Olson, RightNow's CIO, talks about the 10 things to ask your SaaS vendor before entering the cloud
How to write a CRM scope document - the key to a successful solutionGill Walker
Scoping your CRM project is key if your implementation is to be successful. And yet this phase is often omitted.
This document will step you through the process of capturing your requirements for your CRM solution.
Contact Center 09 – Not Just Surviving But Thriving In A Down EconomyRightNow Technologies
Keynote speaker, Donna Fluss, president of DMG Consulting, shares key strategies to help you:
- Improve productivity by reducing expenses
- Provide an outstanding customer experience
- Generate incremental revenue
- Retain customers
Next you’ll here from RightNow's Director of Product Marketing, Stephen Bell. Steve will unveil technologies that will help you deliver on the recommended strategies.
Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
Bob Thompson of CustomerThink speaks about delivering total customer value that drives genuinely loyal customer attitudes.
Laef Olson, RightNow's CIO, talks about the 10 things to ask your SaaS vendor before entering the cloud
How to write a CRM scope document - the key to a successful solutionGill Walker
Scoping your CRM project is key if your implementation is to be successful. And yet this phase is often omitted.
This document will step you through the process of capturing your requirements for your CRM solution.
Contact Center 09 – Not Just Surviving But Thriving In A Down EconomyRightNow Technologies
Keynote speaker, Donna Fluss, president of DMG Consulting, shares key strategies to help you:
- Improve productivity by reducing expenses
- Provide an outstanding customer experience
- Generate incremental revenue
- Retain customers
Next you’ll here from RightNow's Director of Product Marketing, Stephen Bell. Steve will unveil technologies that will help you deliver on the recommended strategies.
Every day retailers are faced with new challenges in connecting with the consumer. This discussion explores how standards can help in implementing new ideas based on the ever changing consumer quickly and efficiently.
How to Overcome the Biggest Challenges Facing Ecommerce BusinessesRevenueWire
The ecommerce landscape is constantly evolving. Everything from new payment methods, billing models, partnership arrangements and innovative revenue sharing applications, when managed effectively, can increase the bottom line for organizations. This SlideShare explores common pain points felt by growing ecommerce businesses and how to overcome them.
Onboarding processes that are fragmented and lengthy leave room for missed opportunities and high abandonment rates. Ultimately reflecting poorly on a bank’s reputation and the bottom line. Today’s clients expect convenient, timely and accurate service – on their terms.
Watch to learn how you can modernize your client onboarding process delivering a superior customer experience with client capture, personalization, e-signature, analytics and cloud.
According to Metric Stream, complaint management is the process of how organizations handle, manage, respond to and report customer complaints. Systems are put into place to track and trend the data that is captured by complaint management processes.
Let’s measure CX properly! If you're sick of hearing about the same Uber "digital disruption" story and are looking to take some tangible next steps toward transforming your customer experiences and digital footprint, give this a read.
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
What is CRM? Why CRM is needed?
Technology Consideration of CRM, Steps Before Implementing CRM,Stages of Technology Implementation, Customer Intelligence, Customer Life Cycle Management, E-CRM, Frame Work of E-CRM, SIX “Es” IN E-CRM, E-CRM Architecture
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Every day retailers are faced with new challenges in connecting with the consumer. This discussion explores how standards can help in implementing new ideas based on the ever changing consumer quickly and efficiently.
How to Overcome the Biggest Challenges Facing Ecommerce BusinessesRevenueWire
The ecommerce landscape is constantly evolving. Everything from new payment methods, billing models, partnership arrangements and innovative revenue sharing applications, when managed effectively, can increase the bottom line for organizations. This SlideShare explores common pain points felt by growing ecommerce businesses and how to overcome them.
Onboarding processes that are fragmented and lengthy leave room for missed opportunities and high abandonment rates. Ultimately reflecting poorly on a bank’s reputation and the bottom line. Today’s clients expect convenient, timely and accurate service – on their terms.
Watch to learn how you can modernize your client onboarding process delivering a superior customer experience with client capture, personalization, e-signature, analytics and cloud.
According to Metric Stream, complaint management is the process of how organizations handle, manage, respond to and report customer complaints. Systems are put into place to track and trend the data that is captured by complaint management processes.
Let’s measure CX properly! If you're sick of hearing about the same Uber "digital disruption" story and are looking to take some tangible next steps toward transforming your customer experiences and digital footprint, give this a read.
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
What is CRM? Why CRM is needed?
Technology Consideration of CRM, Steps Before Implementing CRM,Stages of Technology Implementation, Customer Intelligence, Customer Life Cycle Management, E-CRM, Frame Work of E-CRM, SIX “Es” IN E-CRM, E-CRM Architecture
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Putting the 'Tech' in Spend Management TechniquesAggregage
In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs.
Improve Service Quality Through Enterprise Feedback ManagementSpectos GmbH
How are companies improving their service quality with enterprise feedback management systems? Spectos has compiled a list of tips and hints about how to improve company performance by measuring customer satisfaction.
Developing a Preventative and Sustainable P-card ProgramCaseWare IDEA
Andrew Simpson from CaseWare Analytics talks about how educational institutions can implement a continuous monitoring program for their p-cards (purchase card) and the benefits.
SLIDESHARE: www.slideshare.net/CaseWare_Analytics
WEBSITE: www.casewareanalytics.com
BLOG: www.casewareanalytics.com/blog
TWITTER: www.twitter.com/CW_Analytic
o enable a superior customer service experience in the multi-channel environment services and communication must be consistent and identical offers need to be made available to the same customer via different channels. Banks that can achieve this can expect a higher customer engagement. To make this happen Banks (Issuers) need to re-look at their operating models to make it leaner and more meaningful for their customers. Effectively, the times are a changing and the Banks need to keep up with changing playing field.
The Power of Clienteling Raymark Case StudyRaymark
The following benefits were achieved within the first 90 days of the project:
• After a comprehensive cultural change management and training program, 95% of the associates were consistently using the system and successfully completing their pro-active selling tasks.
• Migration of all users from manual client books to the new system in alignment with PCI directives.
• A 1000%+ increase in the number of outbound e-mails and calls to prospective customers by sales associates.
• A 9% Increase in total sales revenue by associate over a period when new customer acquisitions were down 12%.
• Number of repeat customers increased by 33%.
• A 21% increase in average spend per transaction over 3 months with customers that were “clienteled.”
... and more!
Research Assignment #4 Topic Security Management .docxronak56
Research Assignment #4
Topic: Security Management
1. Search the Web and locate three (3) Web sites that relate to the topic. These sites could be white
papers or research documents found on research databases, commercial or non-commercial sites that
have something to do with the topics, or news articles that discuss the topics. For each URL write a one-
paragraph summary of the Web site focusing on how it relates to the topic.
2. Create a Word document containing the following
A title page containing your name, course, assignment and date.
Abstract
A Background Section (minimum two pages) discussing what you found in your research from
reading the text and performing research on Internet. This is what the author’s think about the
topic and where most the readings should be cited. Don’t just reiterate your summaries here,
the point is to synthesize the readings into a coherent analysis that could be presented to an
executive.
An Analysis Section (minimum one page), which is what you learned about the topic. Other
authors may be cited here as well to support your analysis.
A URLs section containing the three URL’< s with their accompanying paragraph from step
Reference section.
This paper should follow APA guidelines with a title page; and APA style citations and reference
page. No table of contents or abstract is required.
3. Submit the Word document to the appropriate assignment in the Blackboard
Assignments area.
4. Refer to grading Rubric for how you will be graded.
THE TIPPING POINT I
BY WOODY DRIGGS AND ROB HOLLAND
Putting Customers Before Politics
COOs struggle to navigate a siloed culture
TO TRULY ADDRESS
BUSINESS
CHALLENGES,
ORGANIZATIONS NEED
TO VIEW CUSTOMER
OPERATIONS AS
A WHOLE.
T
H E C H I E F operating officer of a global
HR and payroll services provider threw up
her hands in despair. Month after month, she
received reports indicating that more than half
of the company's sales orders had errors. Sometimes it
was bad customer data; other times, the service options
offered to the customer had been bundled or priced incor-
rectly. For every error, the salesperson would return to the
customer to redo the order. This was incredibly inefficient
and eroded customers' confi-
dence in the company, some-
times to the point of canceling
orders altogether.
The COO had twice attempted
to implement a technology solu-
tion that would reduce the error
rate. Both times, the effort failed
because the business allowed
for inconsistent processes. Sales
processes and IT infrastructure
were slightly different from one business unit to the next,
and business unit leaders jostled to prioritize pet projects
over what was in the best interest of the organization as
a whole.
Navigating a culture built on silos, and challenging fief-
doms that ultimately hamper productivity and profitable
growth is an experience many COOs face. The key is to
involve the right stakeholders and el ...
Slide share Institute for Quality Assurance London - QualityWorld Customer ...Dr. Ted Marra
Another classic article on Customer Focus - while a number of approaches have evolved over the years, the foundation elements remain unchanged. Again, many organisations 'talk a good game' when it comes customers, customer focus or customer centricity. But as we all know, 'talk is cheap' and 'talk' alone doesn't get the job done. One needs to understand the true requirements for being customer focused. One needs a 'strategic customer relationship management' system as discussed in other of my SlideShare uploads. Hopefully you will find that this article helps to continue to provide a 'directionally correct' viewpoint! Enjoy!
Improving Customer Experience in Government-business Interaction.pdfdracomalfay
Gov Business Review : An employer regularly has to abide through hundreds of conflicting guidelines at all ranges of authorities and put up reviews to show compliance. A commercial enterprise faces giant expenses. Manufacturers in the US pay a common of USD 19,564 per worker yearly to comply with the law. These guidelines price Americans USD two trillion for 12 months in misplaced income from companies and citizens. The price of compliance will increase to about 17 percent of the US GDP when country and nearby legal guidelines are added.
By delving deeply into customer experience, business process design and operating model change, organizations can more effectively move from 'doing' digital to 'being’ digital.
WINC. Australia and New Zealand: Collaborating with Direct Spend Suppliers - ...SAP Ariba
As enterprises evolve from bricks to clicks, it becomes essential to integrate to and collaborate with suppliers on key planning and execution processes to obtain instant supply chain visibility and to help ensure uninterrupted delivery to end customers. Come join this session to hear how WINC. Australia and New Zealand has engaged suppliers to collaborate on ordering, fulfillment, and invoicing processes. Learn about the technical details of how to make this happen.
Using E-Commerce to Integrate Your Collaborative Business Transactions - SID ...SAP Ariba
Leading suppliers are using B2B e-commerce to automate business collaboration and coordinate with customers. E-commerce enables suppliers to reduce costs associated with manual keying of documents; increase customer satisfaction with faster, more-accurate response rates to purchase orders; and achieve cleaner, more-accurate invoices. Hear this panel of leading suppliers discuss how suppliers can leverage the various transactional and integration options available on Ariba Network.
The Road to Strategic Finance: Characteristics of a Highly Effective Finance ...SAP Ariba
Oxford Economics surveyed 1,700+ CFOs and finance leaders globally, with 300+ in ANZ. The results revealed interesting insights on how finance in ANZ compares to global leaders. Join this session to hear key themes that emerged and use cases of SAP solutions helping finance leaders become more effective in the digital age. Key themes include supporting strategic growth and line-of-business collaboration, staying on top of technology and innovations, and closing the gap between finance and risk.
The Future of How Work Gets Done: Are You Seeing the Big Picture? - SID 51473SAP Ariba
While sourcing and contracting capabilities continue to mature, operational procurement, especially for services, remains a challenge. Complete services category management can help your organization reduce excess spend, inefficiency, and significant risk. This is where SAP Fieldglass solutions come in. Join us to learn how organizations can use these solutions to power the agile enterprise and streamline statement of work management.
Simplify Supplier Risk Management Across Your Procurement Processes - SID 51538SAP Ariba
Suffering from sporadic supplier due diligence and fragmented risk information? Getting burned from engaging with at-risk suppliers? You are not alone. Come learn how to simplify supplier risk management across your procurement processes. Industry experts will share their experience using the SAP Ariba Supplier Risk solution to help ensure focused risk due diligence during supplier selection, detect early warning signals, and proactively monitor and address risks for each supplier engagement.
SAP Ariba Solutions Realized: Stories of Effective Implementation and Forward...SAP Ariba
Hear how an SAP customer used change management to deploy multiple SAP Ariba solutions. Discover how the company overcame competing priorities and cultural resistance to automate manual procurement processes. Join us to learn how the company is successfully implementing SAP Ariba solutions, seeing results, and learning lessons along the way.
Rio Tinto: Sourcing Multiple Spend Categories in a Single Platform - SID 51255SAP Ariba
One of the biggest challenges enterprises face in their sourcing processes is managing multiple types of spend – direct materials, indirect, and services. Join this session to learn how Rio Tinto is using SAP Ariba solutions to manage multiple types of spend, including complex spend. Obtain strategic frameworks and best practice recommendations for sourcing tactics and templates. Hear about new capabilities that simplify the sourcing of complex spend.
Preparing for Awesomeness: 12 Keys to Success - SID 51270SAP Ariba
"Effective use of SAP Ariba solutions can drive significant results, but to maximize value, a focus on factors such as governance, compliance, and success measurement is critical. Changing the behavior of people is at the heart of delivering on this vision. In this session, learn about 12 key areas on which to focus and hear from others on how they are achieving success. We also review actions you can take now to get a plan on track.
Workshops have a different format from that used for traditional theater-style breakout sessions. They offer more intimate, team-style environments with hands-on and group activities. In order to provide the best possible experience, we limit these sessions to 50 attendees. The first 50 people who schedule a workshop session in the agenda builder will be registered to attend. There will be a waitlist for those who sign up after the initial 50. Please plan to arrive 10 minutes before the scheduled start time in order to check in. Those who have not checked in by the start time will forfeit their seats, and waitlisted attendees will be allowed to take any open slots."
Paperless Supply Chain Collaboration at DuluxGroup - SID 51254SAP Ariba
As manufacturers become more reliant on their direct spend suppliers, supply chain processes become more iterative and collaborative. Learn from DuluxGroup, a major process manufacturer, how it has leapfrogged traditional collaboration means like EDI and extended collaboration efforts to large and small suppliers alike in its paperless factory initiative.
Leading Change and Diversity in Procurement - SID 51537SAP Ariba
Join us for a provocative Women in Leadership panel discussion featuring successful female leaders who will share their personal experiences of opportunities and barriers to success for women in the procurement and supply chain industry. We will explore recruiting and developing female talent for leadership, leveraging diversity as a change agent, and the importance of honing effective communication skills to succeed.
Key Strategies for Procurement to Increase Savings and Contribute to Strategi...SAP Ariba
Procurement can have a significant impact on financial results, negotiating beyond price reduction while strengthening both the supply chain and supplier relationships. Learn how procurement can use payment terms to increase savings and income for the company via early payment discounts or help the company increase DPO and cashflow. Find out how these strategies are helping procurement partner with the CFO to support corporate goals such as growth, innovation, R&D, and financial objectives.
Redefining Procurement Transformation in the Digital Age - SID 51413SAP Ariba
Hear how the provider of the largest electricity network in Australia, Ausgrid, has gained real advantages and procurement efficiencies. Learn how this company is using a single platform in the source-to-contract and procurement environment with minimal customization.
Redefining Procurement Transformation in the Digital Age - SID 51413SAP Ariba
Hear how the provider of the largest electricity network in Australia, Ausgrid, has gained real advantages and procurement efficiencies. Learn how this company is using a single platform in the source-to-contract and procurement environment with minimal customization.
Recent Innovations in Sourcing, Contracts, and Spend Visibility - SID 51373SAP Ariba
The SAP Ariba solutions team has embarked on a journey to bring persona-based user experience (UX) to both sourcing and contract management. Enhanced with in-context intelligence and analytics, smart sourcing and contracts are now a reality. See demos of some of our recent innovations such as the shared services application and mobile and enhanced authoring. You will also get a preview our future innovation plans and upcoming features.
More Ways to Buy Means More Savings: Maximizing the Value of SAP Ariba Soluti...SAP Ariba
There are always opportunities to improve your spend management program. If you have your eye on areas of spend, but are uncertain how to tackle them, this session is for you. We explore different ways of buying with SAP Ariba solutions, and discuss which categories of spend are best suited to each. You’ll leave the session well-armed to take on projects for invoice against contract, spot buy, non-PO invoicing, and more, maximizing the value your organization derives from SAP Ariba solutions.
How to Get Mass Supplier Enablement: Transform Your Supplier Enablement Progr...SAP Ariba
Hear how e-commerce innovators have digitalized their companies beyond their four walls, enabling diverse, global supply bases to transact across Ariba Network. Learn about best practices for setting up a project, communicating with suppliers, and developing an effective on-boarding strategy. The session will also discuss support from the SAP Ariba SMO/ACO team, as well as the opportunity to engage one-time or low-volume suppliers through the recently announced light account capability.
How to Craft a World-Class Commerce Program with Your Suppliers - SID 51263SAP Ariba
Attend this session to learn how to design a winning commerce program that maximizes value. We will cover the critical success factors and explain how to engage your suppliers and your internal organization. Find out how you can leverage SAP Ariba solutions to facilitate a strong partnership and outcomes on both sides of the equation.
How Procurement Leaders Are Changing to Manage in the Digital Economy - SID 5...SAP Ariba
Hear how businesses are driving change in procurement to meet the digital demands of today’s economy and prepare for the future. Listen to how these companies have leveraged the SAP Ariba Procurement solutions to improve compliance, gain efficiency, and ensure better controls in their processes.
How Do Our Most Successful Customers Do It? The Must-Have Ingredients for Val...SAP Ariba
In this session, which follows on from Part One, we explore five of the key elements from the 12 Steps to Success. We present lessons learned from our experience and present elements and options for a successful implementation and for post-implementation operations. The presentation features key people from the SAP Ariba team, who discuss how our clients have benefited from the areas identified.
How Do Our Most Successful Customers Do It? The Must-Have Ingredients for Val...SAP Ariba
Companies are looking to solve different challenges and to achieve different outcomes. Despite all the factors that differentiate these companies, the key ingredients in the recipe for success are the same. Attend this session if you are interested in understanding how to build a strong program with SAP Ariba solutions that will lead to long-term value realization. Learn about the critical elements that our most successful customers share, and that all customers should strive for.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
1. Ariba K nowledge Nuggets
eProcurement Transformation — Getting Buy In from Your Organization
Change management continues to be one of the single hardest challenges that organizations face daily. As I
have heard and read it takes 21 days to learn a habit. So how can you ensure your users get in the “habit” of
following your procurement processes? Good question to begin with….do you have an established process
for purchasing?
For increased adoption and a good user experience, it is imperative that your end users understand the
organizational goals and initiatives and in return what that can mean to the company bottom line (and them!)
Ariba Customer Success can help you develop a Success Plan that puts your organizational goals into a
framework to track and report against. From there, you can begin to identify areas for increased usage and
adoption, spend/contract leakage, and drive more through your P2P/Buyer application.
Best Practice Suggestions:
• Develop a process and program for how purchasing will take place among your business
units/departments.
• Publish, teach and train end users on how to follow the process. Executive Sponsorship of process is
imperative.
• Design and implement an internal newsletter calling out pro-
curement success by individual, department, and or team. This
allows end users to see how their efforts aid the organization.
(Example Attached)
• Incentivize end users through individual or inter-departmental
awards. Competition can make mundane tasks fun and excit-
ing and ultimately enforce your published policies.
Best Practice P2P Tip of the Day from IOMA:
In today's world, AP and purchasing can no longer work in "silos." That is, the two departments need to collaborate
because they are the two components of the all-important procure-to-pay (P2P) process. And there are significant
cost savings that can be found if AP and purchasing work together.
One area that can benefit from this collaboration is noncompliant (maverick) spending, both indirect and direct. Non-
compliant indirect spending includes things like office supplies, computers and consulting services. Direct (contract)
noncompliant spending includes non-PO purchases, invoices coming in with no associated PO, or POs opened with
non-approved vendors.
Best-in-class companies manage the P2P process so that fewer purchases are made outside their purchasing proc-
ess. When someone tries to use a non-PO-type vendor, it should be visible within the system and a determination
can be made if the purchase is appropriate. For example, the vendor master file control process can be tweaked so
that purchasing gets alerted when non-PO-type vendors are being set up.
A little analysis can uncover noncompliant spending and the lost savings can be calculated. This lost savings can be
interpolated based on your total spending to come up with a total potential savings.
For more information go to: www.iofmonline.org
2. Best Practices for P Card Success
The best way to ensure success of your purchasing card (p-card) program is to have a formal and detailed policy and
procedures manual for cardholders and administrators. This will also help with control of the program because it spells
out what is—and is not—allowable in terms of p-card usage.
At a minimum, the manual should include:
• an explanation of why p-cards should be used (benefits);
• how cardholders can obtain a card and activate it;
• a cardholder agreement that spells out responsibilities and liabilities;
• the types of purchases that should go through the p-card;
• any specific vendors that should be paid via the p-card;
• any limits on the use of the p-card (types of transactions, size of purchases, monthly limits, etc.);
• receipt requirements, reconciliation procedures, and record retention policy; and
• what cardholders should do if their cards are lost or stolen;
The policy should be updated whenever a change is made or, at a minimum, once every year.
Adoption Best Practice Tip
Boost their skills.
Send staff to training to make them feel more a part of the organization—they’ll give back by working
faster and more efficiently. Also, cross-train every employees so that anyone can step in for anyone
else who is missing. One way to do this is through a job-sharing program.
Probably the most valuable aspect of motivating your staff is simply having employees who are more
satisfied with their work. And more satisfied employees means more productive employees.
Discuss training opportunities with your Customer Success Manager—Ariba University courses,
Customer Success Lunch & Learns, User Groups, etc.
AP Automation and Productivity
Automating your invoice processing operation increases efficiency because it reduces the “touch points” an invoice has
to go through on its way to payment. For example, you no longer have to route invoices by hand—electronic versions are
routed using Ariba automated workflow and passed thorough to the accounting system for payment.
With electronic invoicing, AP doesn’t even see the invoices coming in—they are automatically received, matched to POs,
and then paid. For non-PO invoices, the electronic bills are automatically routed to approvers. All AP sees are the
exceptions (and any invoices that do not come through the e-invoicing process).
A recent survey conducted by the Institute of Management and Administration (IOMA) found these productivity
improvements when going from a low level to a high level of AP automation:
• average number of PO payments per month per AP staff member: from 930 to 3,647;
• average number of non-PO payments per month per AP staff member: from 934 to 2,263; and
• average number of T&E expense report payments per month per AP staff member: from 450 to 1,335.