Rob Mathieson
Activity overview
Latest activity by Rob Mathieson
-
Rob Mathieson created an article,
Financial reporting for Projects
Need: A solution to transform the reporting process for projects. Description: An organisation must accurately capture time, materials, and expenses to ensure projects are delivered on time and on ...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Customer direct debit processing
Need: A solution to change how transactions are being entered into the finance system. Description: An organisation currently tracks transactions manually, by recording payments and allocating th...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Subscription and billing management
Need: An updated billing management process to improve customer experience. Description: An organisation wants to transform its billing management process due to receiving complaints from customers...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Supplier invoice management
Need: A new supplier invoice management process to prevent teams manually entering invoices. Description: An organisation currently spends a large amount of time manually inputting supplier invoice...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Integrated expense management
Need: A more secure and efficient way of handling expense submissions and approvals. Description: Currently using numerous spreadsheets to track and manage expense submissions and approvals, an org...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Integration of EPOS
Need: Integrate finance software with an EPOS system to create a seamless post-sale process. Description: An organisation has the requirement to integrate their EPoS system with their Finance softw...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Pricing and product management
Need: More control of stock levels by linking CRM and Finance system. Description: An organisation has the requirements to link their CRM and Finance systems to enable the business to manage levels...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Gain actionable insights from CRM to Finance
Need: Full visibility across their CRM and Finance system to provide Sales with actionable insights. Description: A CFO has the requirement to empower the Sales department with actionable insights ...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Improve customer experience with self service orders
Need: An integration between CRM & Finance system to allow customers to view order and account information within a customer portal. Description: An organisation wants to allow its customers to be...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes
-
Rob Mathieson created an article,
Simplify e-commerce sales operations
Need: An integration between eCommerce, CRM, and Accounting platforms the simplify sales operations. Description: A business has the need to simplify their sales processes and require a seamless in...
- Rob Mathieson
- 1 follower
- 0 comments
- 0 votes