by Brian Weeks | May 23, 2022 | Replays, Webinars
Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. Original timelines aren’t being met. Insufficient budget. Staff just doesn’t have enough time. IT got pulled in a different direction. The project manager isn’t managing. Not enough resources. And once the implementation is done, how do clients and vendors measure their satisfaction with the performance of the solution?
Join Craig Jeffery, Managing Partner at Strategic Treasurer, and Juan Saudino, VP of Professional Services at HighRadius, as they discuss leading practices in the treasury technology implementation process and how to get the most out of it.
Key Takeaways:
1. How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators.
2. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.
3. How to ensure good communication between vendors and clients post-implementation.
by Brian Weeks | May 18, 2022 | Replays, Webinars
In this webinar, Tracey Knight, the VP of Client Success at Trovata, and Craig Jeffery, Managing Partner of Strategic Treasurer, will discuss strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth. By leveraging automation technology to consolidate cash balances and transactions into a unified platform, your treasury can achieve greater operational efficiency and understanding of cash flows while better allocating spend.
by Elizabeth Jeffery | May 17, 2022 | Survey Results, Survey Results Reports
Survey Results Modernizing AP/AR Processing This survey, underwritten by Deluxe, looked at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and...
by Elizabeth Jeffery | May 12, 2022 | Survey Results, Survey Results Reports
Survey Results Non-Banking Financial Institutions Our Non-Banking Financial Institutions survey, underwritten by Kyriba, polled NBFI professionals on complexity, technology, exposure management and assets, plans, pains, spend, and focus. You are invited to read...
by Elizabeth Jeffery | Apr 7, 2022 | Replays, Webinars
As a task that is both vital and challenging for treasury, cash forecasting is an area where leveraging effective tools can make a massive difference. Forecasting using spreadsheets consumes more time than most treasury departments can afford, and human errors and inaccuracy can often still plague the final results. This webinar will discuss how machine learning (ML) and application programming interfaces (APIs) can power more efficient and effective forecasting. Details covered will include pattern detection and analysis through ML, APIs and aggregation, and automation and updating, as well as discussing technological expansions into scenario planning and auto-tagging.
by Elizabeth Jeffery | Apr 6, 2022 | Replays, Webinars
This webinar discusses the accounts payable (AP) results from the 2022 Modernizing AP & AR Processing Survey. The AP track of this survey explored the practices and plans of AP professionals, the influence of recent disruptions, and pain points and other drivers for modernizing and automating AP processes.
