Synergy is a web-based receivables management platform tailored for commercial collections. It supports workflow management, case management, task management, and reporting across various billing channels. Synergy seamlessly blends automated and manual work to reduce costs and maximize collector coverage through its modular design and key pillars of queue building, case management, task management, and over 130 standard reports.
StrategicERP is into the Business of offering
Specialized ERP Solutions to meet Real Estate
And Infrastructure Industries
StrategicERP is a Web based Solution built
by IITians on a highly Innovative J2FX framework .
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
Supercharge Your Operations with Business Intelligence: Kareo Success SummitKareo
kareo.com - Take your revenue cycle management to the next level. Track trends, uncover opportunities and address inefficiencies with ease. Quickly identify unrealized revenue opportunities across multiple practices and providers, then prioritize your team’s activity based on the greatest revenue impact.
The 2018 Kareo Success Summit offered key industry insights, best practice training, networking and idea-sharing to support the success of medical billing companies across the country.
Kareo is an easy-to-use, cloud-based business growth platform built for medical billing companies and the independent practices they serve.
Sarah Ford is an Account Manager serving billing company customers at Kareo.
Visit kareo.com/billing-companies to learn more.
StrategicERP is into the Business of offering
Specialized ERP Solutions to meet Real Estate
And Infrastructure Industries
StrategicERP is a Web based Solution built
by IITians on a highly Innovative J2FX framework .
Cash Flow Series, Part 2: How to make HFM do the dirty workfinitsolutions
Cash Flow in HFM by itself is complicated - and adding in the topics of CTA and non-cash items can begin to make even the most seasoned HFM veterans' heads spin. Join us for part 2 of our 2-part cash flow series to see some different approaches to tackling these complex issues and find out how to make HFM do the dirty work for you.
In this session you will learn:
How to identify some of the most overlooked items when designing an automated cash flow solution in HFM
What Cumulative Translation Adjustment (CTA) is, how CTA, works and how this affects your cash flow solution
What non-cash items you will need to consider when designing your cash flow solution
Examples of how CTA and non-cash items can be addressed and solved, including explanations of the metadata and rules setup
Presenter: Matt Spencer
Date: 08/24/2018
Are you an FP&A Business User that is looking to improve your Planning Process by implementing purpose built software? Get a glimpse inside the decision making process while preparing for a Hyperion Planning or PBCS implementation. Join Bryan Hogan as he addresses all your Planning questions.
What are the different Plan & Forecast types and what are the benefits of each?
What do all the different Planning Buzzwords / Terms really mean for my company (for example, Driver Based Planning, Rolling Forecast, Bottoms-up Forecast, etc.)?
What different planning methodologies can be used to develop a forecast?
How low should I go? What level of planning makes sense to provide an effective management tool to help guide the business and make proactive business decisions?
What pain points am I likely to face as a planner but also as a business owner involved in the planning process?
Are there benefits to using a flexible Excel model versus a centralized planning solution
Presenter: Bryan Hogan
Supercharge Your Operations with Business Intelligence: Kareo Success SummitKareo
kareo.com - Take your revenue cycle management to the next level. Track trends, uncover opportunities and address inefficiencies with ease. Quickly identify unrealized revenue opportunities across multiple practices and providers, then prioritize your team’s activity based on the greatest revenue impact.
The 2018 Kareo Success Summit offered key industry insights, best practice training, networking and idea-sharing to support the success of medical billing companies across the country.
Kareo is an easy-to-use, cloud-based business growth platform built for medical billing companies and the independent practices they serve.
Sarah Ford is an Account Manager serving billing company customers at Kareo.
Visit kareo.com/billing-companies to learn more.
Five Best Practice AR Metrics You Should Trackemagia
Five Best Practice AR Metrics You Should Track. Beware the “Reporting Downward Spiral. Objectives of Reporting KPI’s (Key Performance Indicators). A Single Consolidated View of the Total AR Asset is Imperative. The Critically Important Five AR Metrics. Credit: Average Days to Complete a New Credit Review
https://www.emagia.com/live-demo/five-best-practice-ar-metrics-you-should-track/
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
A Customer's Take on Moving from Discoverer to Oracle Business AnalyticsPerficient, Inc.
If you’re among the many Oracle E-Business Suite customers still using Discoverer for your reporting and analytics needs, change is inevitable. But it doesn’t have to be disruptive to your business. For Group Voyagers, a group of leading escorted tour, river cruise and independent travel package companies, moving off Discoverer took just nine weeks!
Gary Aragon, accounting manager at Group Voyagers, joined us to discuss the company’s long-term reporting strategy and how it was able to successfully migrate to Oracle BI Enterprise Edition (OBIEE). Discussion included:
-Replacement Options - OBIEE and Oracle Analytics Cloud
-Best practices, methodologies, and deployment risks
-User adoption
-Benefits realized with OBIEE
NetSuite Reporting for High Transaction Volume & Self-Serve BusinessesLeapfin
NetSuite is the most widely adopted general ledger for finance teams at high growth companies - but it is not without limitations. As digitization has created an explosion of data, both in volume and type, many finance teams are experiencing never-before-seen obstacles when using their NetSuite general ledger.
In these slides, learn how high transaction volume / self-serve businesses can get the most out of NetSuite by supplementing with a subledger to streamline their finance operations. Learn tactically how to avoid costly fees and a laggy NetSuite platform.
- Centralize financial data from fragmented financial systems (Stripe, Braintree, iOS/Android, etc.)
- Supplement NetSuite with a subledger to streamline finance operations
- Ensure your subledger is in sync with NetSuite general ledger for smooth audits
- Report on GAAP and Non-GAAP metrics
Cash Management in SAP S/4HANA Finance takes care of the cash movements in business. It ensures on-time availability of funds for financial requirements and payment obligations and maintains accurate liquidity in the business.
OBS is a Recurring Billing & CRM Platform meant for Organizations offering services through recurring mode. OBS is in production use @ over 11 countries spanning from Europe, Africa & USA.
OBS Customers are ranging in Digital To Terrestrial operators, Internet Service Providers, Pay-TV Operators, IPTV Operators, Over the Top Operators & Wifi Operators.
OBS is integrated with some of the well knows CA & Middle-ware systems.
The AI Advantage In Deductions Processing | Emagia Deductions Automation | Em...emagia
The solution is to research and resolve deductions of significant value in a fast and efficient manner. AI is the key to achieving this solution.
Our focus will be on the elements of deduction resolution that can be automated with AI. Learn from our order-to-cash expert, John Salek about how AI automates:
Overview of the financial architecture in oracle e business suite release 12magnifics
www.Magnifictraining.com-oracle apps r12 scm fuctional online training.
contact us: info@magnifictraining.com or
call us: +919052666559
oracle apps technologies like oracle discrete manufacturing, oracle apps purchasing training,
oracle apps order management training,oracle apps r12 functional training.
real time Oracle scm online training by industrail experts
for details call:+919052666559 hands on training on oracle online TRAINING.
Oracle Apps Finance Functional R12 Online Training Course Details
Oracle Apps R12 Summary Course Content
Payables (AP)
Receivables (AR)
General Ledger (GL)
Fixed Assets (FA)
Cash Management (CE)
Multi Org Access Control (MOAC)
Sub Ledger Accounting (SLA)
R12 Detailed Course Content:
Basic Concepts of R12
Architectural Overview – System Administration
UI Navigation changes in R12 Vs 11i
Flex fields
Access and Controls
Functional overview of Products
Concepts of LE/OU/Chart of Accounts
Differences between R11 Vs 11i-sneek peek review
Creation of Users and assignment of Responsibilities
Profile Options and security controls
Synergy2016 – How the South Australia user group works together (and what we'...Total Synergy
URPS office manager Rosanna Palumbo talks about founding the South Australia Synergy user group and what they have learned by working together as a community.
Five Best Practice AR Metrics You Should Trackemagia
Five Best Practice AR Metrics You Should Track. Beware the “Reporting Downward Spiral. Objectives of Reporting KPI’s (Key Performance Indicators). A Single Consolidated View of the Total AR Asset is Imperative. The Critically Important Five AR Metrics. Credit: Average Days to Complete a New Credit Review
https://www.emagia.com/live-demo/five-best-practice-ar-metrics-you-should-track/
Determining the chart of accounts is a pivotal step in the development of any EPM solution, regardless of the product that is being implemented. Finit will be hosting a webinar to discuss various topics that should be considered when deciding on a chart of accounts. With a focus on users in both Finance and IT organizations, this webinar will be useful for anyone preparing to implement a new EPM solution, or redesign an existing application. Join us as we discuss and provide examples of:
The importance of the chart of accounts and application dependencies
Matching a chart of accounts to the application's purpose and usage
The benefits and trade-offs of:
Level of detail included in the chart of accounts
Naming conventions
Design - Functional, Natural, or Hybrid?
Downstream impacts on other aspects of the reporting process:
Data Integration
Cash Flow
Other specialized reporting
In today's fast-paced world companies need to be able to respond rapidly to market, economic, and environmental changes. Using a Driver Based Forecasting model enables companies to adjust forecasts quickly and easily to provide more accurate strategic plans. Join Carla Cwiertnia from Finit's Hyperion Planning team as she discusses the benefits of Driver Based Forecasting.
During this webinar we will review:
What is a Driver?
How do we use Drivers?
What exactly is Driver Based Forecasting?
What are the benefits of Driver Based Forecasting for a company?
Will using Drivers make financial forecasting more accurate?
We will also go over key steps in creating a Driver Based forecast such as:
Identifying key metrics that drive Revenue and Costs
Creating metrics to plan for overhead (IT, Finance, HR, etc.)
Applying rates and caps to more accurately predict headcount related expenses
Implementing brackets to determine which rates to apply to certain measures
Standardizing the forecast process
Driver Based Forecasting Brochure
Presenter: Carla Cwiertnia
Date: 02/12/2016
Catagory: Hyperion Planning, Essbase
A Customer's Take on Moving from Discoverer to Oracle Business AnalyticsPerficient, Inc.
If you’re among the many Oracle E-Business Suite customers still using Discoverer for your reporting and analytics needs, change is inevitable. But it doesn’t have to be disruptive to your business. For Group Voyagers, a group of leading escorted tour, river cruise and independent travel package companies, moving off Discoverer took just nine weeks!
Gary Aragon, accounting manager at Group Voyagers, joined us to discuss the company’s long-term reporting strategy and how it was able to successfully migrate to Oracle BI Enterprise Edition (OBIEE). Discussion included:
-Replacement Options - OBIEE and Oracle Analytics Cloud
-Best practices, methodologies, and deployment risks
-User adoption
-Benefits realized with OBIEE
NetSuite Reporting for High Transaction Volume & Self-Serve BusinessesLeapfin
NetSuite is the most widely adopted general ledger for finance teams at high growth companies - but it is not without limitations. As digitization has created an explosion of data, both in volume and type, many finance teams are experiencing never-before-seen obstacles when using their NetSuite general ledger.
In these slides, learn how high transaction volume / self-serve businesses can get the most out of NetSuite by supplementing with a subledger to streamline their finance operations. Learn tactically how to avoid costly fees and a laggy NetSuite platform.
- Centralize financial data from fragmented financial systems (Stripe, Braintree, iOS/Android, etc.)
- Supplement NetSuite with a subledger to streamline finance operations
- Ensure your subledger is in sync with NetSuite general ledger for smooth audits
- Report on GAAP and Non-GAAP metrics
Cash Management in SAP S/4HANA Finance takes care of the cash movements in business. It ensures on-time availability of funds for financial requirements and payment obligations and maintains accurate liquidity in the business.
OBS is a Recurring Billing & CRM Platform meant for Organizations offering services through recurring mode. OBS is in production use @ over 11 countries spanning from Europe, Africa & USA.
OBS Customers are ranging in Digital To Terrestrial operators, Internet Service Providers, Pay-TV Operators, IPTV Operators, Over the Top Operators & Wifi Operators.
OBS is integrated with some of the well knows CA & Middle-ware systems.
The AI Advantage In Deductions Processing | Emagia Deductions Automation | Em...emagia
The solution is to research and resolve deductions of significant value in a fast and efficient manner. AI is the key to achieving this solution.
Our focus will be on the elements of deduction resolution that can be automated with AI. Learn from our order-to-cash expert, John Salek about how AI automates:
Overview of the financial architecture in oracle e business suite release 12magnifics
www.Magnifictraining.com-oracle apps r12 scm fuctional online training.
contact us: info@magnifictraining.com or
call us: +919052666559
oracle apps technologies like oracle discrete manufacturing, oracle apps purchasing training,
oracle apps order management training,oracle apps r12 functional training.
real time Oracle scm online training by industrail experts
for details call:+919052666559 hands on training on oracle online TRAINING.
Oracle Apps Finance Functional R12 Online Training Course Details
Oracle Apps R12 Summary Course Content
Payables (AP)
Receivables (AR)
General Ledger (GL)
Fixed Assets (FA)
Cash Management (CE)
Multi Org Access Control (MOAC)
Sub Ledger Accounting (SLA)
R12 Detailed Course Content:
Basic Concepts of R12
Architectural Overview – System Administration
UI Navigation changes in R12 Vs 11i
Flex fields
Access and Controls
Functional overview of Products
Concepts of LE/OU/Chart of Accounts
Differences between R11 Vs 11i-sneek peek review
Creation of Users and assignment of Responsibilities
Profile Options and security controls
Synergy2016 – How the South Australia user group works together (and what we'...Total Synergy
URPS office manager Rosanna Palumbo talks about founding the South Australia Synergy user group and what they have learned by working together as a community.
GoldenGate and ODI - A Perfect Match for Real-Time Data WarehousingMichael Rainey
Oracle Data Integrator and Oracle GoldenGate excel as standalone products, but paired together they are the perfect match for real-time data warehousing. Following Oracle’s Next Generation Reference Data Warehouse Architecture, this discussion will provide best practices on how to configure, implement, and process data in real-time using ODI and GoldenGate. Attendees will see common real-time challenges solved, including parent-child relationships within micro-batch ETL.
Presented at RMOUG Training Days 2013 & KScope13.
Trust Caveat under Land Law II syllabus. Containing definition, nature and effect of Trust Caveat, Duration under Section 333 of the NLC. Express Trust also is included in this slide. Creation of Trust Caveat under NLC, its' effect & the person eligible in entering into Trust Caveat.
Digital World Class Performance of O2C Shared Services | Order To Cash (O2C) ...Emagia
Digital World Class Performance of O2C Shared Services | Order To Cash (O2C) Automation
https://www.emagia.com/resources/ebooks/digital-world-class-performance-of-o2c-shared-services/
Emagia Master Class 3 | Integrated Order-to-Cash (OTC) Transformation for Glo...emagia
Integrated Order-to-Cash (OTC) Transformation for Global Shared Service Organizations. Emagia Master Class 3. Automated consolidated receivables – in total and by customer from multiple ERP’s
https://www.emagia.com/master-class/
Significance of Computerised Accounting System- Codification and Grouping of Accounts- Maintaining the hierarchy of ledgers- Prepackaged Accounting software
Integrated Order to Cash (O2C) Automation Software for Global Shared Services...Emagia
Integrated Order to Cash (O2C) Automation Software for Global Shared Services
https://www.emagia.com/resources/ebooks/integrated-otc-transformation-for-global-shared-services-organizations/
BPM (Business Process Management) IntroductionIntegrify
An introduction to BPM for teams looking to improve business processes through business process management (BPM). This is an abridged version of the full BPM guide.
CNA’s Journey to Workday Accounting CenterWorkday, Inc.
Learn about CNA’s journey to transform its high-volume accounting journal entries with the help of Workday Accounting Center.
This slide deck explores why CNA selected Workday, the process of going live on Workday Accounting Center, and the value CNA has gained.
How to Achieve Digital World Class Performance with AR AutomationEmagia
How to Achieve Digital World Class Performance with AR Automation
https://www.emagia.com/resources/ebooks/how-to-achieve-digital-world-class-performance-with-ar-automation/
The AI Advantage in Deductions Processing | Deductions Management Process | E...Emagia
The AI advantage in deductions processing
Learn how Artificial Intelligence (AI) can reduce manual work in deductions processing by over 80%. Deductions processing is a necessity but is also a low value activity. Over 95% of deductions are valid, resulting in issuing a credit to clear them from the accounts receivable ledger. The invalid deductions are difficult to collect from customers. A CFO’s reaction to this process is usually, “I don’t want to hire 6 people to issue credit memos”. However, if invalid deductions are not challenged, they will increase in frequency and value, significantly reducing gross profit margins.
https://www.emagia.com/resources/ebooks/the-ai-advantage-in-deductions-processing/
https://www.emagia.com/products/deductions-management-software/
CIO CFO Planning Forum London 2016 Talking as independent expert without any company references. All views/opinions are solely Ajay Kumar Uppal / speaker at the Forum.
Increasing effectiveness for Business Units in Banking and road to faster Insights / Bankacılıkta iş birimlerinin etkinliğini arttırmak ve içgörülere hızlı erişim
2. • ERP Systems can require millions in initial investment, and
millions more in customization to come close to the
functional requirements necessary to establish best-in-class
processes
• Basic collection-specific functionality doesn’t exist in even
some of the more complete ERP platforms
• Key processes within the order-to-cash cycles are often in
competition for limited available capital investment
• Technology enables us to do more with less, due to the
efficiencies that are often available across departments
3. • Workflow Management
• Case Management
• Task Management
• Reporting
• Synergy is a web-based receivable management platform,
tailored to support collection activity specifically within the
commercial collections environment
• The system can be applied to a variety of billing channels
including:
• Transportation
• Distribution and Retail
• Progress and Installment Billing
• Leasing and Contractual
Billing
• Products and Services
• Synergy seamlessly blends automated and manual work
efforts to reduce collection costs and maximize collector
coverage
• Modular in design, Synergy is built upon four key pillars:
4. • Contains dozens of unique data elements upon which to
build customized, customer-specific collector work queues
and reports
• Takes a “multi-dimensional” approach to collections,
supporting workflow at the parent, account, invoice and/or
“case” level
• Facilitates workflow segmentation across multiple criteria
• Supports customizable Root Cause indicators and robust
Family Tree linkage
• Unparalleled reporting and querying capability
• Integrates with predictive dialing systems and automated
lettering programs
5. Workflow Management - a data-driven approach to
collections
• Through Synergy’s Queue Builder, create and implement
multiple collection strategies simultaneously targeting
areas
such as:
• Seasonal or fiscal cycles
• Quarterly or year-end clean up
• High value or newly-acquired
customers
• Segment portfolios based on risk, balance, geography, cred
exposure or criteria unique to your business
• Build portfolios at the account, invoice or dispute level addin
both depth and breadth to the collection effort
• Integrate audit tools to ensure accountability across the
collection function
6. Case Management - All line items are not alike!
• Dispute management is a critical, and often overlooked,
component of the collection process
• Using Synergy’s Case Management functionality, invoice-lev
disputes can be segregated and investigated separately, wh
collection of uncontested invoices continues unabated
• With Case-level reporting, track and monitor every Case dow
to the department and/or individual responsible for its
resolution (e.g., Tax Department, Sales, Customer Care, etc
• Synergy’s Root Cause Analysis categorizes and presents
common issues and reasons for non-payment, giving you
insight into upstream processes that may be affecting your
customers’ ability to pay
7. Task Management - Administrative tasks should
be an integral part of your workflow!
• Fulfilling a customer’s invoice or other documentation
request is often all that is standing between you and receipt
of payment
• With Synergy’s Task Management module, create work
queues specifically tailored to meet the demands of the bac
office
• With Task-level reporting, track and monitor administrative
tasks from assignment through to completion
8. Reporting - Business intelligence at your fingertips!
• Get real-time access to over 130 standard reports including:
• Synergy report data can be exported to Excel for additional
analysis and graphical display
• Aging
• Credits and Offsets
• Case-Level Disputes
• Root Cause Analysis
• Days Dispute Outstanding
• Queue-Level Aging
• Agent Activity
9. “My Over 60 continues to grow, but
I don’t know why!”
“My workflow consists entirely of
Excel worksheets, making
workflow planning a nightmare!”
“Preparing an Aging Report can be
a nightmare!”
“I struggle to get the data I need to
comply with my state’s
escheatment requirements
Root Cause reporting can pinpoint
where your Over 60 resides
Synergy’s Queue Builder can build,
manage and monitor work queues
customized to your agent’s skill sets
With Synergy, preparing an Aging
Report is as simple as “Point and
Click”
Build Escheatment strategies easily
using Queue Builder and Synergy’s
Credits and Offset reports
11. • ERP Systems can require millions in initial investment, and
millions more in customization to come close to the
functional requirements necessary to establish best-in-class
processes
• Basic collection-specific functionality doesn’t exist in even
some of the more complete ERP platforms
• Key processes within the order-to-cash cycles are often in
competition for limited available capital investment
• Technology enables us to do more with less, due to the
efficiencies that are often available across departments
12. • Workflow Management
• Case Management
• Task Management
• Reporting
• Synergy is a web-based receivable management platform,
tailored to support collection activity specifically within the
commercial collections environment
• The system can be applied to a variety of billing channels
including:
• Transportation
• Distribution and Retail
• Progress and Installment Billing
• Leasing and Contractual
Billing
• Products and Services
• Synergy seamlessly blends automated and manual work
efforts to reduce collection costs and maximize collector
coverage
• Modular in design, Synergy is built upon four key pillars:
13. • Contains dozens of unique data elements upon which to
build customized, customer-specific collector work queues
and reports
• Takes a “multi-dimensional” approach to collections,
supporting workflow at the parent, account, invoice and/or
“case” level
• Facilitates workflow segmentation across multiple criteria
• Supports customizable Root Cause indicators and robust
Family Tree linkage
• Unparalleled reporting and querying capability
• Integrates with predictive dialing systems and automated
lettering programs
14. Workflow Management - a data-driven approach to
collections
• Through Synergy’s Queue Builder, create and implement
multiple collection strategies simultaneously targeting
areas
such as:
• Seasonal or fiscal cycles
• Quarterly or year-end clean up
• High value or newly-acquired
customers
• Segment portfolios based on risk, balance, geography, cred
exposure or criteria unique to your business
• Build portfolios at the account, invoice or dispute level addin
both depth and breadth to the collection effort
• Integrate audit tools to ensure accountability across the
collection function
15. Case Management - All line items are not alike!
• Dispute management is a critical, and often overlooked,
component of the collection process
• Using Synergy’s Case Management functionality, invoice-lev
disputes can be segregated and investigated separately, wh
collection of uncontested invoices continues unabated
• With Case-level reporting, track and monitor every Case dow
to the department and/or individual responsible for its
resolution (e.g., Tax Department, Sales, Customer Care, etc
• Synergy’s Root Cause Analysis categorizes and presents
common issues and reasons for non-payment, giving you
insight into upstream processes that may be affecting your
customers’ ability to pay
16. Task Management - Administrative tasks should
be an integral part of your workflow!
• Fulfilling a customer’s invoice or other documentation
request is often all that is standing between you and receipt
of payment
• With Synergy’s Task Management module, create work
queues specifically tailored to meet the demands of the bac
office
• With Task-level reporting, track and monitor administrative
tasks from assignment through to completion
17. Reporting - Business intelligence at your fingertips!
• Get real-time access to over 130 standard reports including:
• Synergy report data can be exported to Excel for additional
analysis and graphical display
• Aging
• Credits and Offsets
• Case-Level Disputes
• Root Cause Analysis
• Days Dispute Outstanding
• Queue-Level Aging
• Agent Activity
18. “My Over 60 continues to grow, but
I don’t know why!”
“My workflow consists entirely of
Excel worksheets, making
workflow planning a nightmare!”
“Preparing an Aging Report can be
a nightmare!”
“I struggle to get the data I need to
comply with my state’s
escheatment requirements”
Root Cause reporting can pinpoint
where your Over 60 resides
Synergy’s Queue Builder can build,
manage and monitor work queues
customized to your agent’s skill sets
With Synergy, preparing an Aging
Report is as simple as “Point and
Click”
Build Escheatment strategies easily
using Queue Builder and Synergy’s
Credits and Offset reports