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Intelligent Service and the Path to CX Excellence

If we’ve learned anything in recent years, it’s the importance of being agile and listening to our customers. The pandemic turned service departments upside down—abruptly shutting down call centers, then reopening with remote workers. At the same time, many service departments were overwhelmed with requests and needed to figure out new ways to help customers without long wait times. Digital customer service emerged as the answer. And according to McKinsey, the majority of customers who moved online are likely to stay there. It’s up to service organizations to keep up, or risk falling behind. That starts by putting the customer at the center of every experience and being ready to respond no matter where they are in the customer journey. Download this simple guide to ensure that your company is providing the best digital support possible.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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6 Tips for Tackling Physical Inventory Counts

Avoid the Pain of Manual, Physical Counts 6 Tips for Tackling Physical Inventory Counts Inventory and warehouse management systems make physical counts faster, easier and less frequent. Download the infographic to learn how physical counts enable businesses to: • Confidently rely on a demand-based production model. • Keep less inventory on hand. • Decrease overhead costs associated with storage.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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The CPA of the Future Is a Strategic Advisor

Future—and current—accountants, get ready: the CPA Exam is changing, reflecting a rapid evolution of the profession as a whole. With many traditional CPA tasks ripe for automation, accountants are now seeking expertise in technology, data sciences and strategy. For experienced CPAs, this shift represents an opportunity. This business guide will cover the future of your role and tips for keeping up-to-date in this fast-changing field.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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The CFO’s Guide to Planning and Analysis

In the last few years, managing through constantly changing business conditions has been necessary for survival. Now that rigor—with better tools and processes—is the key to success, and CFOs are at the heart of institutionalizing this growth. It’s no secret that the pandemic taught CFOs how crucial it is to constantly assess operations and adjust plans in response to change in the market. While it varied business to business, virtually all companies had to rise to a period of existential challenge and reassess their previous assumptions. Download this business guide to learn continuous planning and analysis best practices, such as: • Synchronizing operational plans, such as demand and sales planning, to add visibility into strategic and financial plans. • Using analytic tools, particularly for scenario planning, to leverage financial and operational data that’s already been gathered. • Leveraging customer feedback to inform a continuous planning effort and improve financial and operational models.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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The 80/20 CFO

The Guide to Making Strategic Transformations in Your Company. As a financial leader in your company, it’s important to know not only what kind of work results in bigger and better outcomes, but also what work takes up the most time without providing the highest results. For a new CFO, operating without a clear job description in their critical first 90 days can be a challenge. Determining what priorities to focus on for long-term success requires developing relationships with key stakeholders, getting comfortable with the numbers, and identifying key performance indicators early on. This guide by Janice Berthold & Suzy Taherian outlines different strategies to help your company efficiently move the needle toward tangible results, like how to: • Initiate change within your organization. • Set key performance metrics. • Optimize across the organizational silos. • Quantify and reduce risk.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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The 7 Habits of Highly Effective CFOs

The days when the chief financial officer was primarily responsible for internal controls and compliance are long gone. While financial discipline remains critical, today’s CFOs have far more responsibility than their predecessors did, playing key roles in developing strategy, fostering innovation and driving growth. As their role expands, CFOs face challenges their predecessors never encountered: labor shortages, social and environmental concerns, ransomware attacks, increased regulation and global competition to name a few. Coping with these challenges requires knowledge and skills earlier CFOs were once able to outsource to peers. CFOs are also more visible, both internally and externally, than they were in the past. The green visor and insular persona of the bean counter stereotype doesn’t apply today — if it ever did. To be effective, CFOs must be both personable and analytical. They need to be excellent communicators who exude credibility and are confident discussing any aspect of the business, not just the financials. This business guide illuminates the habits that effective CFOs use to meet the high expectations and demands of their ever-expanding role.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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Mind Your KPIs

Collecting good, timely data with careful analysis to guide proper business decisions is critical to thriving in business today. With that in mind, we’ve collected a set of key performance indicators (KPIs) that every product company should be monitoring consistently.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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Finance Hacks for a Faster Close

In today’s ever-changing business environment, organizations need real-time information and metrics to inform decisions and quickly evaluate results. This is possible only with continuous accounting. Companies that fail to adopt this approach, clinging instead to traditional accounting processes, will rely on outdated information and risk underperforming competitors. Read on to learn more!   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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Deep Finance

The role of the CFO has transformed from that of a historical record keeper to a forward-looking strategist. While historical financial metrics will always be important to management and investors, new data science tools and methodologies can and should be applied to business data to extract greater value. Read how CFOs can utilize technology to make better financial decisions and scale for growth.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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Your Complete Guide to Inventory Forecasting

An accurate inventory forecast is invaluable, especially when supply chains and consumer demand are changing rapidly. Effective inventory forecasting can mean the difference between profitability and piles of unsold goods that eat up your available cash. The bottom-line impact of inventory forecasting is clear: less money is tied up in inventory, stock is maintained at a realistic threshold and ordering becomes much more precise.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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