September 12, 2019
Can’t Get No Satisfaction From Sales and Finance Because of Your Q2C Process?
It’s a familiar story – your sales and finance team members feel overburdened by the manual steps they must take to sell your products and record revenue. Quote-to-cash (Q2C) describes this cycle of taking orders and procuring revenue for your company. At a high level, the process encompasses order management, billing and payment, and sales …
September 4, 2019
Eliminate the Noise: How AI Contributes to Fighting Fraud
Organizations that incorporate artificial intelligence and machine learning into anti-fraud programs will be better equipped to detect and deter fraud.
September 3, 2019
Revamp or Start Fresh? Planning Your Salesforce Implementation
As you plan a Salesforce upgrade such as adding Field Service Lightning or Service Cloud, you have to factor in a number of considerations to design the best approach. In some cases, you may decide that a total replacement makes more sense than upgrading a Salesforce organization that’s not meeting your company’s needs. Some of …
August 3, 2019
Why Internal Controls Are Critical for Cannabis Companies
Internal controls are processes designed to ensure the reliability of a company’s financial reports, the effectiveness and efficiency of its operations, and its compliance with applicable laws and regulations. They are a must for every organization. But for cannabis companies, they are also a benchmark to establish credibility. Developing and implementing operational internal controls will …
August 2, 2019
Are You a Household Employer and Do You Owe Taxes?
Did you know that you might be an employer and not even realize it? Per the IRS, if you hire someone to do work around your home, then you might be considered a household employer and be required to pay employment taxes in addition to other liabilities. If you control what work is done and …
What You Need to Know About Independent Contractors and Workers’ Compensation
Workers’ compensation insurance is straightforward when it comes to covering your employees in the event of a workplace-related accident. But it can become fraught with nuance when you’re issued an annual audit and asked not only to report what kind of work your staff does and their annual wages, but also to provide a list …
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Are You Ready for California’s New Anti-Harassment Training Requirements?
We are more than halfway through 2019. If you are a California employer and have not already done so, now is a good time to plan how you will meet your new discrimination and harassment prevention training obligations by the January 1, 2020, deadline. The requirements are part of California Senate Bill 1343, which Governor …
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Why Real Estate Organizations Need Systems Integration
Whether you work in real estate development, leasing, property management or another area of real estate, misuse of property can derail your project. Getting the most out of every asset is critical in today’s market. Why then do so many real estate firms struggle to use their internal tools to their maximum abilities? Real estate …
July 26, 2019
Successful Financial Planning: How to Create a Functional Adaptive Insights Structure
Your journey to successful financial planning with Adaptive Insights begins with a functional Adaptive structure. This means having a clean set of GL Accounts, a logical Organization Structure, and clean ERP actuals. Start by looking at your GL Accounts. You will want to make sure they are clean and consistent across your company structure. If …
July 25, 2019
Three Ways to Fail at Change Management
Many companies have a culture of closing deals and providing great customer service. But typically, there’s zero focus on improving their own internal systems, until a process breakdown occurs. Once a company is broken, the rush is on to implement a software solution to fix all the problems. But this never works without engagement throughout …