Rob Mathieson
Articles
Recent activity by Rob Mathieson
-
Automatically convert opportunities to sales orders
Need: A solution to automatically convert Opportunities to Orders. Description: An organisation wants to integrate their CRM and Accounting platform to allow for a seamless transition with opportun...
- 1 follower
- 0 comments
- 0 votes
-
Faster group reporting with multi-entity consolidation
Need: A parent organisation has the requirement to run consolidation of the financial data across all of its subsidiaries. Description: An organisation wants to consolidate data across its multiple...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Strategy 2: Financial Transformation
What is Financial Transformation? Financial Transformation describes the process of updating an organisations financial process to create a more efficient business. Financial Transformation allows ...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Purchase Orders
Introduction Purchase Order (PO) creation and distribution is an obvious inefficient and manual task within any organisation that requires onerous communication. Cloud solutions can help integrate,...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Customer Accounts
Introduction Customer account management is a key component of any Finance and CRM system, yet is often overlooked with outdated, non-connected systems that lead to account duplication, misalignmen...
- Updated
- 0 followers
- 0 comments
- 0 votes
-
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...
- 1 follower
- 0 comments
- 0 votes
-
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...
- 1 follower
- 0 comments
- 0 votes
-
Improve business insight with multi-dimensional reporting
Need: A solution that will enable the move from a rigid reporting structure to a multi-dimensional alternative. Description: A new CFO of a company has inherited a legacy Chart of Accounts from a p...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Strategy 3: Lead-to-Ledger
What is Lead-to-Ledger? Lead-to-Ledger describes the process of integrating platforms from end-to-end, from CRM to Finance, creating a seamless infrastructure that ensures traceability from the lea...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Expense Recognition
Introduction The expense recognition process is inefficient and time-consuming, with the resulting summary reporting not detailed or timely. Cloud-accounting solutions can help automate and streaml...
- Updated
- 1 follower
- 0 comments
- 0 votes