Cash Flow Management Leading Practices
This tool features several leading practices to assist with measuring and improving an organization’s cash flow management process.
Enterprise Resource Planning Capability Maturity Model (CMM)
This capability maturity model can be used to measure the maturity of an organization’s ERP management process and to assist its progress from the initial/ad-hoc state toward the optimized state.
Updated Audit Report
Physician Contract Compliance Review Audit Report
This sample audit report focuses on the effectiveness of a healthcare organization’s physician contracting and payment processes.
IT Application Security Questionnaire
This sample questionnaire is designed to monitor and enhance an organization's IT application security process.
Data Conversion Compliance Questionnaire
This questionnaire provides an outline for reviewing documentation associated with a data conversion. Sections of the questionnaire include template review observations, documentation review observations, compliance recommendations and compliance ratings.
System Development Lifecycle Questionnaire
This sample questionnaire serves as a pre-implementation checklist and covers key SDLC areas and points that should be considered by the project manager and project team.
Public Company Readiness Questionnaire
This questionnaire focuses on certain aspects of the IPO preparation process and specific areas management should address, including common financial reporting challenges, the close process, Sarbanes-Oxley compliance and IT infrastructure.
Inventory Management Training Guide
This guide focuses on the inventory management process, including quick facts on inventory, policies and procedures for inventory valuation and cycle count, performance measures, a sample inventory work program, and sample process interview questions.
Self-Assessment Sample Session Guide
This sample provides a discussion document that can be used to facilitate a business self-assessment meeting.
Skills and Scale: Why Emerging Companies Must Innovate How They Resource Back-Office Functions
By sticking with a reactive, hire-or-outsource approach to staffing the finance and accounting function, emerging companies are limiting their growth potential. Leaders should recognize the benefits of the new labor model outlined in this paper.