Driving Excellence With Featured Tools and Expert Publications

Tools

The following tools were published on KnowledgeLeader this week:

Sustainability Risk Questionnaire

Sustainability is a strategic imperative for organizations seeking long-term success in today’s evolving business landscape. This Sustainability Risk Questionnaire serves as a vital tool for boards and management to assess their ESG performance and identify areas for impactful improvement. This tool provides a structured approach to integrating sustainability with financial objectives, ensuring businesses can meet stakeholder expectations while driving innovation and growth. By leveraging this tool, organizations can align their ESG initiatives with strategic goals, enhancing transparency, accountability and resilience.

Service-Level Controls Audit Work Program

This Service-Level Controls Audit Work Program is designed to help organizations evaluate and enhance their service-level agreements (SLAs) effectively. It provides structured guidance for assessing SLA controls, ensuring compliance and identifying opportunities for improvement. By leveraging this audit tool, businesses can establish high-level requirements, implement frameworks to meet those needs and track critical performance metrics to optimize service delivery. This resource empowers organizations to align IT services with business objectives, driving accountability and operational excellence.

Manual Journal Entry Review Policy

Our Manual Journal Entry Review Policy is designed to enhance the accuracy, compliance and transparency of financial reporting. By establishing clear guidelines for preparing, reviewing approving, and documenting manual journal entries, this policy ensures that organizations maintain robust internal controls and meet audit requirements. It emphasizes proper authorization, segregation of duties and adherence to accounting standards, reducing the risk of errors or fraudulent activity. This tool is essential for businesses aiming to streamline their financial processes while adhering to best practices and regulatory compliance.

Accounts Payable Process Key Performance Indicators (KPIs)

Unlock the potential of your accounts payable process with this Accounts Payable Process Key Performance Indicators (KPIs) designed to revolutionize financial efficiency. This tool delves into strategies and industry-leading practices that streamline operations, reduce errors and optimize cash flow management. From integrating purchasing, payables and receiving systems to leveraging Electronic Data Interchange (EDI) for seamless transactions, this tool provides actionable insights tailored to modern business demands. It highlights key benefits such as reduced transaction costs, enhanced accuracy and improved supplier relationships, ensuring your organization stays ahead in a competitive landscape. 

Talent Management Risk Questionnaire

In today’s rapidly evolving business landscape, the ability to attract, retain and develop talent has become one of the most critical challenges for organizations. This Talent Management Risk Questionnaire serves as a strategic guide for addressing these challenges head-on. Designed to help boards and HR leaders assess and refine their talent strategies, this tool offers a structured approach to identifying skill gaps, aligning workforce capabilities with business goals, and fostering a culture that supports innovation and resilience. By leveraging data-driven insights and aligning talent initiatives with organizational values, it equips businesses to stay competitive in an ever-changing market.

Publications 

KnowledgeLeader has also published several publications this week.

How to Build a Quality Management System in SharePoint: A Complete Guide for 2026

Creating an effective Quality Management System (QMS) using SharePoint can be an appealing choice for many organizations, especially those already utilizing Microsoft 365. With its promise of quick setup and user familiarity, it seems like a cost-effective solution. However, as you delve deeper, it's essential to recognize both the potential and the limitations of this approach. While SharePoint can facilitate fundamental quality processes like document control, CAPA tracking and training management, challenges often arise as regulatory demands increase and organizational complexity grow.

Unlocking Opportunity: Executive Perspectives on Top Risks and Opportunities

In today’s rapidly evolving business landscape, leaders face the dual challenge of driving growth while building resilience. Organizations must navigate a complex web of risks, including cyber threats, economic uncertainty and workforce transformation, while simultaneously seizing opportunities to innovate and differentiate. Success hinges on treating risks and opportunities as interconnected forces and embedding agility, foresight, and collaboration into every aspect of strategy.

Why Technology Is the Key to Nonprofit Impact, Capability and Growth

Technology is the engine powering greater impact and sustainable growth. By embracing modern solutions like AI, automation and data integration, organizations can stretch every dollar further, respond swiftly to new challenges and deliver higher-quality services. As funding sources shift and traditional fundraising methods become less reliable, the ability to innovate and diversify revenue streams is more important than ever. Nonprofits that prioritize smart technology investments are better equipped to build trust with donors, adapt to changing needs, and demonstrate their value to the communities they serve.

Recommended Resources 

This list of recommended resources from the web may be of interest to you. Click each link to learn more. 

  1. AICPA Proposes Changes to Independence Rules Related To Private Equity
  2. How AI Will Redefine Compliance, Risk and Governance in 2026
  3. How Bevi’s CFO Turned the Tap on $100M of Annual Revenue

 

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