Making the move
Transitioning from Excel to a treasury management system
» Current Situation
» The market over time
» The continuum of solutions and requirements
» Why make the switch? Making your case in the new environment
» Moving forward
As technology continues to democratize, many firms currently using Excel may discover that, for the first time, they now have a better option than to limp along with inefficient, error-prone manual processes. This eBook walks firms through the new calculus of deciding when it’s time to make the switch from Excel to a TMS and offers guidance on preparing for the transition and gathering support when the time comes.
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