Many executive leaders believe they have a robust B2B sales process in place. Reality is—for many sales organizations—the sales process is merely a list of items to enter into the CRM. There’s much more to it than that. In this episode, Bill Aimone and Peter Purcell discuss three main components of an effective B2B sales […]

If you’re going to invest time and money implementing a new ERP, you want to do it right. One of the biggest challenges organizations face during an ERP implementation is determining how to divide responsibilities among Finance, IT, and Operations (i.e who does what, who owns what, and who is accountable for what). We’ve seen organizations […]

When it comes to making improvements and leveraging new technologies, organizations tend to invest in their procurement and payables processes instead of their customer billing and collection processes. The problem is, most of the inefficiencies and opportunities for valuable improvements exist in the customer billing and collection process. This is where cash comes in the door….and […]

In this episode, we’re discussing the newest edition of our State of the ERP Handbook (how to use it, who should use it, what’s included, etc.). Our handbook provides new information and an unbiased view into widely used ERP solutions. We clarify what an organization should focus on when considering a new ERP. What should […]

Financial Planning & Analysis is a critical function within most organizations and the team wears multiple hats. In its simplest form, FP&A provides the organization with the right forward-looking information for decision support. However, the role of FP&A is broader and the value the FP&A team provides extends into pricing, sourcing, working capital allocation, and […]

We keep hearing the term “business operating system” tossed around. It doesn’t mean what it sounds like (i.e. it doesn’t have to do with computers or software). Put simply, it’s how you operate consistently as a company while adhering to the overall mission, vision, and strategy of the organization. You may have previously heard this […]

Business intelligence has changed a lot in the past 10 years. In this episode, Bill Aimone and Todd Boutte discuss where BI has been and where it’s headed considering recent advancements in artificial intelligence. They talk about how organizations should approach AI when it comes to reporting, plus best practices for utilizing business intelligence tools […]

Economic pressure is causing many organizations to reevaluate their cost structure and find ways to save. As a result, companies are laying off employees and cutting costs across the board. The problem is, many find these costs creeping back in when the cost cutting pressure is off. Why? Traditional cost cutting methods don’t work. In […]

In this episode, Peter Purcell and Senior Manager Katy Wyrick offer a fresh perspective on purchasing cards. They discuss why they’re important, when to use them, and how to use them along with practical advice for implementing P-Cards within organizations. They also share how clients are successfully using P-Cards to simplify purchasing, prevent unnecessary expenses, […]

Purchase orders are often cumbersome, but they don’t have to be. In this episode, Peter Purcell and Alex Perry discuss how to correctly use purchase orders to track expenses, help with cash flow forecasting, and prevent unnecessary overspending. They talk about when to use a PO, when not to use a PO, and how to […]