The following 121 items are listed by Content Data.
Benchmarking Tools
Process Accounts Receivable, Credit and Collections Key Performance Indicators (KPIs)
This benchmarking tool contains key performance measures an organization should consider when processing accounts receiv...
Subscriber Content
Memos
Treasury Operations Scoping Memo
The purpose of this sample memo is to outline the scope, objectives, planned work and general timing of a treasury opera...
Subscriber Content
Articles
PPE Impairments Surge During COVID-19
Understand rising risks revealed by PPE impairments during COVID‑19, as unprecedented write‑downs highlight asset valuat...
Subscriber Content
Benchmarking Tools
Budgeting Leading Practices
Explore systematic approaches to budgeting that minimize budget risk while ensuring alignment with your organization's s...
Subscriber Content
Benchmarking Tools
Pricing Risk Key Performance Indicators (KPIs)
This document includes leading practices and questions an organization should consider when developing its pricing strat...
Subscriber Content
Benchmarking Tools
Cash Receipts and Collections Leading Practices
This sample checklist can be used to determine the extent to which various best business practices are being followed in...
Subscriber Content
Checklists & Questionnaires
Project Management Office (PMO) Strength Questionnaire
This tool provides cost-effective project management questions to consider for examining and enhancing an organization’s...
Subscriber Content
Checklists & Questionnaires
Executive Sponsorship Change Management Questionnaire
This tool outlines questions to consider for effectively managing all essential elements of organizational change in an ...
Subscriber Content
Checklists & Questionnaires
Quote-to-Cash Scoping Questionnaire
This sample questionnaire can be used to assess the process associated with quote-to-cash management.
Subscriber Content
Risk & Control Matrices - RCMs
Develop Sales and Marketing Strategy Risk and Control Matrix (RCM)
This document outlines risks and controls common to the sales and marketing strategy process in a risk control matrix (R...
Subscriber Content
Audit Reports
Billing and Credit Memo Process Review Audit Report
This sample audit report focuses on the customer billing and credit processes for invoices and credit memos.
Subscriber Content
Checklists & Questionnaires
Sales Order Entry Questionnaire
This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
Subscriber Content