Lead Confidently in the Digital Age

Learn from digital order-to-cash experts how to leverage
automation, analytics and AI to transform your operations

The AI Advantage In Deductions Processing

Learn how Artificial Intelligence (AI) can reduce manual work in deductions processing by over 80%. Deductions processing is a necessity but is also a low value activity. Over 95% of deductions are valid, resulting in issuing a credit to clear them from the accounts receivable ledger. The invalid deductions are difficult to collect from customers. A CFO’s reaction to this process is usually, “I don’t want to hire 6 people to issue credit memos”. However, if invalid deductions are not challenged, they will increase in frequency and value, significantly reducing gross profit margins.

The solution is to research and resolve deductions of significant value in a fast and efficient manner. AI is the key to achieving this solution.

Our focus will be on the elements of deduction resolution that can be automated with AI. Learn from our order-to-cash expert, John Salek about how AI automates:

  1. Obtaining required information about a deduction (amount, reason) from multiple sources (vendor portals, remit advice, debit memos, emails, etc)
  2. Routing the deductions to the designated resolver via a full featured workflow
  3. Auto matching of deductions and their credits
  4. Tracking and monitoring
  5. Root cause analytics

We will also review the productivity and gross profit benefits available and a customer success story. Attendees will increase their knowledge on how to deliver these benefits to their organizations.

Four Essentials Of Digital Cash Forecasting

Learn about how to forecast cash flow more accurately. Our focus will be on forecasting cash inflow from Accounts Receivable (AR) which is the largest operational source of cash for most companies. Learn from our order-to-cash expert, John Salek about the key elements and tools available to greatly improve the accuracy and timeliness of cash inflow from AR. The essential elements are:

  1. Consolidation of AR data across divisions and ERP’s
  2. Predictive Modeling
  3. Analysis and Simulation
  4. Tracking and Monitoring

We discussed how incentives for Collectors improve cash flow forecasting accuracy. In the current pandemic economy, Credit Departments face extreme pressure to deliver and predict cash flow, to enable disbursement controls and cost-effective borrowing. Attendees will increase their knowledge on how to deliver these benefits to their organizations.

High Touch to Hi-Tech: The Journey to Touchless Collections

Learn how to implement “touchless” collections for the multitude of small and medium (SMB) size customers. In this session our order-to-cash transformation expert, John Salek will talk about

  1. The traditional approach to collections from SMB accounts
  2. Elements of “touchless” collections
  3. The tools required to successfully implement “touchless” collections

In the current pandemic economy, credit departments face extreme pressure to deliver cash flow, manage credit losses, and cut cost. Learn how going hi-tech can contribute to meeting these objectives.

Integrated Order-to-Cash (OTC) Transformation for Global Shared Service Organizations

Learn about the challenges faced by Global Shared Service Organizations (SSO’s) in achieving excellence in their Order to Cash (OTC) operations. Hear from our order-to-cash transformation expert, John Salek about the key elements of successful OTC operations at SSO’s.

  1. The three delivery imperatives every SSO must meet
  2. Digital essentials required to meet the performance demanded
  3. The role of 3A’s – Automation, Analytics and AI in meeting the requirements

SSO’s face pressure to deliver performance beyond that achieved by the decentralized organization. Learn how to make this happen.

3 Reasons for B2B Digital Credit Amidst Covid and Beyond

Learn about the changes impacting B2B credit teams and how you can plan for the future amidst COVID & beyond. Listen to our order-to-cash transformation expert, John Salek talk about the 3 business reasons for digital credit transformation

  1. Work-from-Home is demanding for digitization and paper free process
  2. High bankruptcy rates are demanding real-time credit risk monitoring
  3. Ecommerce business models are demanding for fast digital B2B credit process

The digital future is here and is dramatically different from yesterday’s cash application processing. Learn and lead your team with confidence.

Driving Exponential Efficiency in Cash Application with AI

Learn from the order-to-cash expert John Salek about digital fundamentals of the next-generation cash application solutions.

The digital future is here and is dramatically different from yesterday’s cash application processing. Learn and lead your team with confidence.