CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Procurement & Payables: An Analyst Perspective on the Future of B2B Payment a...SAP Ariba
B2B payments and working capital management are increasingly intertwined as companies look to their payables to drive strategic value. Both Procurement and Finance are turning their attention to new payment, working capital management, and supply chain finance strategies. In this session, analysts from McKinsey and Chainlink will share research and perspectives on the changes, challenges, and opportunities that companies face with these new strategies. This session is sponsored by Discover, SAP Ariba's partner in developing and delivering the award-winning innovation AribaPay.
Uncover outsourced accounting opportunities during tax seasonCPA.com
This document discusses opportunities for accounting firms to provide outsourced client accounting services. It introduces Intacct and Bill.com as preferred technology solutions that allow firms to take on more client accounting work. Firms can use these solutions to take on transactional services, controllership, and virtual CFO work. The document provides a case study of one firm that grew its client accounting services from 2 to 9 clients by educating its tax team on the new services. It recommends developing questions for the tax team to identify client needs and opportunities.
This document introduces Honkamp Krueger, a CPA firm that provides payroll and HR services. It summarizes their offerings including payroll processing, HR management software, tax filing services, and consulting. They tout over 50 years of experience, a large geographic coverage area, and claiming most clients save 25% on costs compared to other providers. The document promotes their integrated suite of payroll, HR, benefits, and other services.
IS20G12 - Not All Leads are Created Equal (So Which Leads are Right for You?)...Sean Bradley
Beth Bartlett from AutoWeb presented on optimizing lead generation strategies. The presentation discussed evaluating different lead sources and parameters to find the most effective leads. It also covered tracking key metrics to improve lead performance and ROI. Recommendations included diversifying lead sources, utilizing CRM and back-end tools to scrub leads, and leveraging the sales team as partners for reporting, process tips, and monthly check-ins. The goal is to generate high-quality leads that convert to sales and residual leads over time.
Company Profile Of Financial Accounting Advisory Services PowerPoint Presenta...SlideTeam
Financial accounting advisory services make a business meet changing market conditions, greater transparency, and changing regulatory requirements and cover a wide range of reporting, transaction accounting, treasury and corporate governance services. Such services assist with critical financial issues arising due to business situations. This template is created as a proposal and will be useful for the company to attract new customers and deliver a consistent and cost effective service to them. Here, we are focusing on company overview covering slides on about us, management team, mission vision values, company milestone, financial services offered by the company. Furthermore, challenges faced by our clients are covered such as complex financial reporting, high attrition rate, shortage of qualified staff, tight deadlines, etc. along with the solutions provided by our company. Accounting services offered by our company are financial reporting, complex accounting, transactions, and capital markets, etc. This slide covers the features and benefits of accounting advisory services such as payment tracking, accuracy level, accounts forecasting, time allocation, etc. The cost structure of such services is also provided as well as advisory monthly planning provided by our company to the customers. The impact of such services in the company is focused on, which leads to reduce costs, increase profitability and better decision making. Dashboard for accounting performance metrics has been added. Other slides describe reasons to choose our company, client testimonials, and client onboarding process is discussed wherein each task is assigned a particular time frame. https://bit.ly/3iPJO1X
To swipe or not to swipe payment card processing in sapSunando Ghosh
This document discusses credit card processing in SAP. It provides an introduction to credit card terminology and SAP's capabilities and limitations for credit card processing. It discusses the gap in SAP's native payment card processing and the use of the SAP Payment Card Interface to bridge this gap. The document outlines the options of building custom programs or using third-party solutions to interface SAP with payment processors and clearing houses. It highlights best practices for credit card security and encryption.
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Procurement & Payables: An Analyst Perspective on the Future of B2B Payment a...SAP Ariba
B2B payments and working capital management are increasingly intertwined as companies look to their payables to drive strategic value. Both Procurement and Finance are turning their attention to new payment, working capital management, and supply chain finance strategies. In this session, analysts from McKinsey and Chainlink will share research and perspectives on the changes, challenges, and opportunities that companies face with these new strategies. This session is sponsored by Discover, SAP Ariba's partner in developing and delivering the award-winning innovation AribaPay.
Uncover outsourced accounting opportunities during tax seasonCPA.com
This document discusses opportunities for accounting firms to provide outsourced client accounting services. It introduces Intacct and Bill.com as preferred technology solutions that allow firms to take on more client accounting work. Firms can use these solutions to take on transactional services, controllership, and virtual CFO work. The document provides a case study of one firm that grew its client accounting services from 2 to 9 clients by educating its tax team on the new services. It recommends developing questions for the tax team to identify client needs and opportunities.
This document introduces Honkamp Krueger, a CPA firm that provides payroll and HR services. It summarizes their offerings including payroll processing, HR management software, tax filing services, and consulting. They tout over 50 years of experience, a large geographic coverage area, and claiming most clients save 25% on costs compared to other providers. The document promotes their integrated suite of payroll, HR, benefits, and other services.
IS20G12 - Not All Leads are Created Equal (So Which Leads are Right for You?)...Sean Bradley
Beth Bartlett from AutoWeb presented on optimizing lead generation strategies. The presentation discussed evaluating different lead sources and parameters to find the most effective leads. It also covered tracking key metrics to improve lead performance and ROI. Recommendations included diversifying lead sources, utilizing CRM and back-end tools to scrub leads, and leveraging the sales team as partners for reporting, process tips, and monthly check-ins. The goal is to generate high-quality leads that convert to sales and residual leads over time.
Company Profile Of Financial Accounting Advisory Services PowerPoint Presenta...SlideTeam
Financial accounting advisory services make a business meet changing market conditions, greater transparency, and changing regulatory requirements and cover a wide range of reporting, transaction accounting, treasury and corporate governance services. Such services assist with critical financial issues arising due to business situations. This template is created as a proposal and will be useful for the company to attract new customers and deliver a consistent and cost effective service to them. Here, we are focusing on company overview covering slides on about us, management team, mission vision values, company milestone, financial services offered by the company. Furthermore, challenges faced by our clients are covered such as complex financial reporting, high attrition rate, shortage of qualified staff, tight deadlines, etc. along with the solutions provided by our company. Accounting services offered by our company are financial reporting, complex accounting, transactions, and capital markets, etc. This slide covers the features and benefits of accounting advisory services such as payment tracking, accuracy level, accounts forecasting, time allocation, etc. The cost structure of such services is also provided as well as advisory monthly planning provided by our company to the customers. The impact of such services in the company is focused on, which leads to reduce costs, increase profitability and better decision making. Dashboard for accounting performance metrics has been added. Other slides describe reasons to choose our company, client testimonials, and client onboarding process is discussed wherein each task is assigned a particular time frame. https://bit.ly/3iPJO1X
To swipe or not to swipe payment card processing in sapSunando Ghosh
This document discusses credit card processing in SAP. It provides an introduction to credit card terminology and SAP's capabilities and limitations for credit card processing. It discusses the gap in SAP's native payment card processing and the use of the SAP Payment Card Interface to bridge this gap. The document outlines the options of building custom programs or using third-party solutions to interface SAP with payment processors and clearing houses. It highlights best practices for credit card security and encryption.
Virtual card payments are a great way to pay suppliers while reducing expenses and generating revenue. If you already use a purchasing card or electronic payments through your bank to pay your suppliers and vendors, you may be missing the big picture in supplier payments optimization.
The fact is, most treasury bank programs fall short in supplier conversion success rates. Store Financial is a full-service provider, encompassing the entire process chain, which ensures maximum supplier conversion to card payments. Plus, Store Financial has the most secure B2B payment solution available – more secure than check, credit card and ACH payments, and even other virtual card payments.
Utilizing our Custom Loop™ platform, the highest level of payment security is achieved. Custom Loop™ is a controlled authorization process that keeps only your selected network of suppliers and vendors “in the loop” for the right payment, in the right amount, at the right time. We remove all the noise and clear the way to engage your suppliers in a one-on-one payment relationship, allowing you to strengthen ties – and your brand.
To find out how you can utilize Store Financial’s Custom Loop™ platform to emphasize your brand while servicing your customers and optimizing your payment process, see our presentation titled, Transform Accounts Payable Into a Revenue Center.
Buy Right, Pay Right – How Procurement, AP, and Treasury Can Work Together fo...SAP Ariba
Is invoice processing efficiency the exclusive focus of your payables automation program? If it is, you may be ignoring opportunities to support payment and working capital strategies that increase cash returns, enable supplier self-service, free up working capital, and improve free cash flow. Attend this session to learn how you can align procurement, accounts payable, and treasury when automating payables to enforce compliance with contracts, gain supplier support for electronic payments, and improve management of cash and working capital..
Consolidating Payment Processing, A Nonprofit Perspective with American Heart...CDS Global, Inc.
The American Heart Association consolidated its payment processing across 130 offices to achieve operational benefits and data integrity. This included centralized caging to deposit donations electronically, capture to collect donor data, and acknowledgements. The AHA saw cost savings, more donations captured, better cultivation, and processing over $1 billion and 7.5 million transactions. They later expanded use of remote deposit capture, achieving additional postal and interest savings.
Cashing in on Mobile Payments with a Winning StrategyPerficient, Inc.
Is your organization ready to execute on new thinking in payments? Does your infrastructure accelerate time-to-market for new services? The boom in smart phone sales and mobile usage is changing the way consumers pay for products and gain access to new banking services.
Perficient will help you navigate these paradigm shifts and address the technologies reshaping the payments ecosystem that will drive your digital strategies. You'll learn about:
A holistic view of the payments value chain - banking and retail
A technical review of evolving payment architectures
How you can provide innovative service utilities for greater consumer adoption
Framework enablers to support rapidly growing transaction volumes
Adapting your existing payment models to support the omni-channel experience
AP Automation: Making the Case to Automate... It’s About TimePayStream
This document summarizes a presentation about automating accounts payable (AP) processes. It discusses that companies often lack visibility into the true costs of paper-based AP processes. It then outlines what innovative organizations are doing, such as achieving lower average invoice processing costs and capturing more payment discounts. The presentation provides examples of how docSTAR customers automated their AP and saw benefits like reduced processing times and costs. It concludes by offering ways docSTAR can help organizations improve their AP processes through automation solutions.
Are You Pushing Products, or Connecting Conversations?Pegasystems
This document outlines 5 principles for an always-on customer experience: 1) conversations are always connected across channels, 2) there can only be one centralized decision-making brain, 3) relevance rules relationships by understanding customers, 4) context adds color by determining the right action for each situation, and 5) decisions are based on the math of propensity, value, and leverage (P*V*L) to balance customer and business needs. The document provides examples of companies like Royal Bank of Scotland that have improved customer experience and outcomes by implementing these principles through a centralized customer decision hub and next-best action strategies.
EML offers payment optimization solutions to large corporations, processing billions of dollars in payments annually. Payment optimization involves creating a holistic payment strategy to generate revenue, reduce costs, and improve controls. Key aspects include supplier enablement through customized enrollment campaigns, ongoing support, and reporting to clients on enrollment and payment activity. The presentation encourages attendees to contact EML to discuss how payment optimization could benefit their organization.
This document discusses relationship profitability and key performance indicators for financial institutions. It covers topics like interest rates, costs, margins, returns on assets and equity. Critical measures for evaluating profitability are gross margin, net interest margin and net income. Key performance indicators discussed include return on assets, return on equity, and risk-adjusted return on capital. The document also discusses funds transfer pricing, deposit trends, and challenges from new fintech competitors in engaging millennial customers.
This document provides information on managing agency data to improve results. It discusses collecting the right data on lead sources, tools for collection, training employees, and tracking key performance indicators like revenue per employee. Financial benchmarks are presented for agencies of different sizes. The importance of retention, cancellation reports, and staff key performance indicators are covered. Overall, the document emphasizes using data to optimize agency performance in areas like revenue, profitability, growth, and efficiency.
How Ventura County GSA Document Services is evolving from a traditional in-plant based on large print volume to one focused on BPM and document management services, to deliver content across both physical and electronic channels.
Direct Insite (“DIRI”) provides cloud-based, ERP-agnostic solutions that automate Accounts Payable (AP) and Accounts Receivable (AR) invoice processes for Global 3000 companies. Their solutions include invoice validation, order matching, consolidation, dispute handling and e-payment processing. DIRI helps clients eliminate manual processes and costs associated with doing everything on paper. By migrating from paper to electronic, DIRI can reduce transactions costs 50-70% and reduce time by 80%. Current clients include Siemens, HP, IBM, Saint-Gobain, Shell Oil, and Hyatt with a Global vendor network of 350,000+ suppliers.
The Playbook for Achieving Revenue Growth with Cross-Border PaymentsNorma Mushkat Gaffin
Learn about the impact cross-border payments can have on your business as BlueSnap experts walk you through the impact of cross-border payments with 5-Action Software, a fictional company. Plus, get 5 actions you can take to make your own cross-border payments profitable and beneficial for your company's bottom line.
How would you like to work as an Account Executive for Central Payment? This will put you no the fast tract to financial independence
For further information: pbisconti@cpay-usa.com
or call (561) 441 4675
2015 Inspire Tour: Business Starts with Getting PaidJeremy Ploessel
Sage provides integrated payment solutions to simplify business payments and maximize returns. Their solutions include processing credit/debit cards, ACH, checks, mobile payments, gift cards and more. Sage Exchange is their payment management system that integrates payments data with accounting software for real-time visibility. This helps businesses grow revenue, improve cash flow and reduce costs through more flexible payment acceptance and automated data entry.
SAP Ariba Solution Implementation: A Customer PanelSAP Ariba
Learn about SAP Ariba solution implementation projects and best practices. Join this session to hear a panel of SAP Ariba solution customers share their implementation stories, and participate in an interactive Q&A later in the session. Hear directly from our customers about what solutions were implemented and about the implementation process, so you can make the best of your future implementation projects.
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
CWIN17 london data driven customer experience design - colin payne and herv...Capgemini
Capgemini is a global leader in consulting, technology services, and digital transformation. They partner with clients to connect different parts of their business, including customers, data, technology, and processes, in order to design compelling customer experiences. Capgemini uses a data-driven approach to understand customer needs and measure the impact of new digital experiences. Their services include designing customer journeys, deploying technology solutions, and transforming organizational processes to deliver personalized experiences across channels.
Analytix Business Solutions Inc. provides bookkeeping, accounting, tax, and business consulting services. They offer daily, weekly, monthly, quarterly, or annual bookkeeping along with financial reporting, tax preparation, QuickBooks setup and support, and electronic document management. Their services aim to reduce clients' costs by 30-50% while giving them access to accounting professionals and financial insights into their businesses.
How LinkedIn leverages data to build scalable payments strategyChi-Yi Kuan
LinkedIn leverages both internal and external data sources to build a scalable payments strategy and improve the customer experience. Analyzing this data helped LinkedIn identify new payment methods to launch, like PayPal, which increased conversion rates. LinkedIn also redesigned their checkout flow based on user research and data, focusing on clarity, simplicity, and flexibility. This resulted in higher conversion rates and more revenue. In summary, LinkedIn's data-driven approach to payments helped boost business metrics by understanding customer needs and testing new solutions.
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
Virtual card payments are a great way to pay suppliers while reducing expenses and generating revenue. If you already use a purchasing card or electronic payments through your bank to pay your suppliers and vendors, you may be missing the big picture in supplier payments optimization.
The fact is, most treasury bank programs fall short in supplier conversion success rates. Store Financial is a full-service provider, encompassing the entire process chain, which ensures maximum supplier conversion to card payments. Plus, Store Financial has the most secure B2B payment solution available – more secure than check, credit card and ACH payments, and even other virtual card payments.
Utilizing our Custom Loop™ platform, the highest level of payment security is achieved. Custom Loop™ is a controlled authorization process that keeps only your selected network of suppliers and vendors “in the loop” for the right payment, in the right amount, at the right time. We remove all the noise and clear the way to engage your suppliers in a one-on-one payment relationship, allowing you to strengthen ties – and your brand.
To find out how you can utilize Store Financial’s Custom Loop™ platform to emphasize your brand while servicing your customers and optimizing your payment process, see our presentation titled, Transform Accounts Payable Into a Revenue Center.
Buy Right, Pay Right – How Procurement, AP, and Treasury Can Work Together fo...SAP Ariba
Is invoice processing efficiency the exclusive focus of your payables automation program? If it is, you may be ignoring opportunities to support payment and working capital strategies that increase cash returns, enable supplier self-service, free up working capital, and improve free cash flow. Attend this session to learn how you can align procurement, accounts payable, and treasury when automating payables to enforce compliance with contracts, gain supplier support for electronic payments, and improve management of cash and working capital..
Consolidating Payment Processing, A Nonprofit Perspective with American Heart...CDS Global, Inc.
The American Heart Association consolidated its payment processing across 130 offices to achieve operational benefits and data integrity. This included centralized caging to deposit donations electronically, capture to collect donor data, and acknowledgements. The AHA saw cost savings, more donations captured, better cultivation, and processing over $1 billion and 7.5 million transactions. They later expanded use of remote deposit capture, achieving additional postal and interest savings.
Cashing in on Mobile Payments with a Winning StrategyPerficient, Inc.
Is your organization ready to execute on new thinking in payments? Does your infrastructure accelerate time-to-market for new services? The boom in smart phone sales and mobile usage is changing the way consumers pay for products and gain access to new banking services.
Perficient will help you navigate these paradigm shifts and address the technologies reshaping the payments ecosystem that will drive your digital strategies. You'll learn about:
A holistic view of the payments value chain - banking and retail
A technical review of evolving payment architectures
How you can provide innovative service utilities for greater consumer adoption
Framework enablers to support rapidly growing transaction volumes
Adapting your existing payment models to support the omni-channel experience
AP Automation: Making the Case to Automate... It’s About TimePayStream
This document summarizes a presentation about automating accounts payable (AP) processes. It discusses that companies often lack visibility into the true costs of paper-based AP processes. It then outlines what innovative organizations are doing, such as achieving lower average invoice processing costs and capturing more payment discounts. The presentation provides examples of how docSTAR customers automated their AP and saw benefits like reduced processing times and costs. It concludes by offering ways docSTAR can help organizations improve their AP processes through automation solutions.
Are You Pushing Products, or Connecting Conversations?Pegasystems
This document outlines 5 principles for an always-on customer experience: 1) conversations are always connected across channels, 2) there can only be one centralized decision-making brain, 3) relevance rules relationships by understanding customers, 4) context adds color by determining the right action for each situation, and 5) decisions are based on the math of propensity, value, and leverage (P*V*L) to balance customer and business needs. The document provides examples of companies like Royal Bank of Scotland that have improved customer experience and outcomes by implementing these principles through a centralized customer decision hub and next-best action strategies.
EML offers payment optimization solutions to large corporations, processing billions of dollars in payments annually. Payment optimization involves creating a holistic payment strategy to generate revenue, reduce costs, and improve controls. Key aspects include supplier enablement through customized enrollment campaigns, ongoing support, and reporting to clients on enrollment and payment activity. The presentation encourages attendees to contact EML to discuss how payment optimization could benefit their organization.
This document discusses relationship profitability and key performance indicators for financial institutions. It covers topics like interest rates, costs, margins, returns on assets and equity. Critical measures for evaluating profitability are gross margin, net interest margin and net income. Key performance indicators discussed include return on assets, return on equity, and risk-adjusted return on capital. The document also discusses funds transfer pricing, deposit trends, and challenges from new fintech competitors in engaging millennial customers.
This document provides information on managing agency data to improve results. It discusses collecting the right data on lead sources, tools for collection, training employees, and tracking key performance indicators like revenue per employee. Financial benchmarks are presented for agencies of different sizes. The importance of retention, cancellation reports, and staff key performance indicators are covered. Overall, the document emphasizes using data to optimize agency performance in areas like revenue, profitability, growth, and efficiency.
How Ventura County GSA Document Services is evolving from a traditional in-plant based on large print volume to one focused on BPM and document management services, to deliver content across both physical and electronic channels.
Direct Insite (“DIRI”) provides cloud-based, ERP-agnostic solutions that automate Accounts Payable (AP) and Accounts Receivable (AR) invoice processes for Global 3000 companies. Their solutions include invoice validation, order matching, consolidation, dispute handling and e-payment processing. DIRI helps clients eliminate manual processes and costs associated with doing everything on paper. By migrating from paper to electronic, DIRI can reduce transactions costs 50-70% and reduce time by 80%. Current clients include Siemens, HP, IBM, Saint-Gobain, Shell Oil, and Hyatt with a Global vendor network of 350,000+ suppliers.
The Playbook for Achieving Revenue Growth with Cross-Border PaymentsNorma Mushkat Gaffin
Learn about the impact cross-border payments can have on your business as BlueSnap experts walk you through the impact of cross-border payments with 5-Action Software, a fictional company. Plus, get 5 actions you can take to make your own cross-border payments profitable and beneficial for your company's bottom line.
How would you like to work as an Account Executive for Central Payment? This will put you no the fast tract to financial independence
For further information: pbisconti@cpay-usa.com
or call (561) 441 4675
2015 Inspire Tour: Business Starts with Getting PaidJeremy Ploessel
Sage provides integrated payment solutions to simplify business payments and maximize returns. Their solutions include processing credit/debit cards, ACH, checks, mobile payments, gift cards and more. Sage Exchange is their payment management system that integrates payments data with accounting software for real-time visibility. This helps businesses grow revenue, improve cash flow and reduce costs through more flexible payment acceptance and automated data entry.
SAP Ariba Solution Implementation: A Customer PanelSAP Ariba
Learn about SAP Ariba solution implementation projects and best practices. Join this session to hear a panel of SAP Ariba solution customers share their implementation stories, and participate in an interactive Q&A later in the session. Hear directly from our customers about what solutions were implemented and about the implementation process, so you can make the best of your future implementation projects.
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
CWIN17 london data driven customer experience design - colin payne and herv...Capgemini
Capgemini is a global leader in consulting, technology services, and digital transformation. They partner with clients to connect different parts of their business, including customers, data, technology, and processes, in order to design compelling customer experiences. Capgemini uses a data-driven approach to understand customer needs and measure the impact of new digital experiences. Their services include designing customer journeys, deploying technology solutions, and transforming organizational processes to deliver personalized experiences across channels.
Analytix Business Solutions Inc. provides bookkeeping, accounting, tax, and business consulting services. They offer daily, weekly, monthly, quarterly, or annual bookkeeping along with financial reporting, tax preparation, QuickBooks setup and support, and electronic document management. Their services aim to reduce clients' costs by 30-50% while giving them access to accounting professionals and financial insights into their businesses.
How LinkedIn leverages data to build scalable payments strategyChi-Yi Kuan
LinkedIn leverages both internal and external data sources to build a scalable payments strategy and improve the customer experience. Analyzing this data helped LinkedIn identify new payment methods to launch, like PayPal, which increased conversion rates. LinkedIn also redesigned their checkout flow based on user research and data, focusing on clarity, simplicity, and flexibility. This resulted in higher conversion rates and more revenue. In summary, LinkedIn's data-driven approach to payments helped boost business metrics by understanding customer needs and testing new solutions.
Similar to Fueling up the P-card and Early Pay Discounts (20)
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Donc Test
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting, 8th Canadian Edition by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Ebook Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Pdf Solution Manual For Financial Accounting 8th Canadian Edition Pdf Download Stuvia Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Financial Accounting 8th Canadian Edition Ebook Download Stuvia Financial Accounting 8th Canadian Edition Pdf Financial Accounting 8th Canadian Edition Pdf Download Stuvia
Discover the Future of Dogecoin with Our Comprehensive Guidance36 Crypto
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
South Dakota State University degree offer diploma Transcriptynfqplhm
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The Universal Account Number (UAN) by EPFO centralizes multiple PF accounts, simplifying management for Indian employees. It streamlines PF transfers, withdrawals, and KYC updates, providing transparency and reducing employer dependency. Despite challenges like digital literacy and internet access, UAN is vital for financial empowerment and efficient provident fund management in today's digital age.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
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1. Fueling up the P-card and Early
Pay Discounts
American Red Cross
Presented By: Michael Harris
Senior Director – Finance Business Support
2. The can’t miss P2P networking
event for professionals in:
• Accounts Payable
• Finance
• Procurement
• Shared Services
• Supply Chain
• IT & Treasury
innovate.paystreamadvisors.com
Speakers Include:
• William Cooper, CPO, University of
California
• June Gregg, Director of Transaction
Services, ServiceMaster
• Kim Rankel, Director of Purchase-to-Pay,
Eli Lilly and Company
• Ben Shaffer, Director of Payment Services,
PG&E
3. American Red Cross
• Mission Statement
The American Red Cross prevents and alleviates human suffering in the face of emergencies by
mobilizing the power of volunteers and the generosity of donors.
• Vision Statement
The American Red Cross, through its strong network of volunteers, donors and partners, is always
there in times of need. We aspire to turn compassion into action so that...
all people affected by disaster across the country and around the world receive care, shelter and
hope;
our communities are ready and prepared for disasters;
everyone in our country has access to safe, lifesaving blood and blood products;
all members of our armed services and their families find support and comfort whenever needed;
in an emergency, there are always trained individuals nearby, ready to use their Red Cross skills
to save lives.
4. Shared Services Value
Consolidate
- Pick up and move
- Gain Control of Processes
- Minimal process change
- Organization identity
- Reduced platform
Standardize
- Process Change
- Quick Hits
- Service Agreements
- Continuous Improvement
- Improve Customer Service
Integrate
- Process focus
- Technology deployed
- Initial E-Commerce
- Workflow
- ERP backbone
- Web – enabled
- Balanced Scorecards
- High skilled employees
- Benchmarking
Virtual
- Customer focus
- Stand alone operation
- Relationship Mgmt.
- Information Mgmt.
- Clear business impact
- Competitive opportunity
- Integrated systems
(internal and external)
- Performance metrics
- Self service capability
Organizational change management
6. ARC Historical Look Back
High cost to process over 600,000 annual
paper invoices.
Over 18,000 active annual external
suppliers paid via check.
Late payments and lost discounts to
suppliers.
High risk / Low controls.
7. Transform with P-Cards
P-Card perception.
Redefine the “P”. Procurement versus
Payment.
Change of philosophy.
• Who should have a P-card?
• What is the P-Card invoice value limit?
• What about ERP purchase orders?
8. P-Card Monthly Cycle – Field
Cards
Typical Monthly P-Card Cycle
FieldOfficeBankSystemFinanceSupplier
Supplier sends
invoice to Field
Office
Approve for
payment
Pay Supplier with
P-Card
Supplier receives
payment
Supplier
processes
payment
Bank settles and
records payment
Cardholder
reconciles
payments
Cardholders
Supervisor
Approves
Reconciliation
Liaison confirms
reconciliation
Charges posted to
General Ledger
Payment made to
bank
Bank receives
payment
9. P-Card Monthly Cycle – AP
Internal Cards
Typical Monthly P-Card Cycle – Internal AP
Accounts
Payable
BankSystemFinanceSupplier
Supplier sends
invoice to Field
Office
Approve for
payment
Pay Supplier with
P-Card
Supplier receives
payment
Supplier
processes
payment
Bank settles and
records payment
Cardholder
reconciles
payments
Cardholders
Supervisor
Approves
Reconciliation
Liaison confirms
reconciliation
Charges posted to
General Ledger
Payment made to
bank
Bank receives
payment
Key invoice into
ERP
P-Card Paygroup
10. Benefits
Reduction in paper invoices to AP.
Increase on-time settlement with
suppliers.
Electronic reconciliation with workflow
approval and general ledger coding.
Reduction in ERP vendor master.
Reduction in overall AP cost to process.
Maximize P-Card spend
11. Challenges
Increases ERP General Ledger
reconciliations due to differences in keyed
transactions versus P-Card settlement.
• Supplier processing fees.
• Supplier gives a discount.
• Supplier time lag in processing
transaction.
13. Where we are today
Over 10 years P-Card experience.
6800+ number of P-Cards issued to staff.
500,000 annual P-Card transactions.
Use of ghost cards for central travel
booking.
Online reconciliation system.
Multi-million dollar annual rebates.
Reduced ERP suppliers down to 6,500.
14. Transform Discounts
Identify opportunities.
80/20 spend analysis.
Put a process in place.
JUST ASK!
Focus, Measure & Improve.
15. Early Payment Discounts
Early Payment Discounts
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
FY01
FY02
FY03
FY04
FY05
FY06
FY07
FY08
FY09
FY10
FY11
FY12
Fiscal Year
Dollars
Taken
Lost
17. New Challenges
Bringing in payables for over 600
Chapters.
Circa 500,000 annual paper invoices.
Rolling out standard processes and
improved controls to non-standard
operating units.
18. Looking Forward
Electronic P2P System implemented.
Scanning & Workflow Technology.
Virtual Cards.
Convert from P-Card to ACH with early
payment discount.
19. American Red Cross – Accounts Payable Motto.
More Money For The Mission!
Thank You!
Q & A
20. The can’t miss P2P networking
event for professionals in:
• Accounts Payable
• Finance
• Procurement
• Shared Services
• Supply Chain
• IT & Treasury
innovate.paystreamadvisors.com
Speakers Include:
• William Cooper, CPO, University of
California
• June Gregg, Director of Transaction
Services, ServiceMaster
• Kim Rankel, Director of Purchase-to-Pay,
Eli Lilly and Company
• Ben Shaffer, Director of Payment Services,
PG&E