Rob Mathieson
Articles
Recent activity by Rob Mathieson
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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...
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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...
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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...
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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...
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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...
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Billing Contracts
Introduction Traditional manual billing processes are inefficient, time-consuming, and detrimental to cash flow. Cloud-accounting solutions can help automate and streamline the end-to-end process b...
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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...
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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 ...
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Purchase order and requisition processing
Need: A robust solution that will give budget holders more freedom when processing purchase orders. Description: An organisation, currently using a legacy accounting software, has the requirement t...
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Approvals
Introduction An approval process is a type of business process that includes steps to formally approve activity from different levels of the organisation ensuring security, accuracy and reducing co...
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