The following 142 items are listed by Content Data.
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
Audit Reports
Purchase-to-Payment Review Audit Report
This document contains three sample audit reports that can be used by auditors to learn how other organizations conducte...
Subscriber Content
Articles
Credit Balances and Government Overpayments
In this article, we provide guidance on the Centers for Medicare and Medicaid Services’ Final Rule governing the investi...
Subscriber Content
Audit Programs
Building Contract Audit Work Program
This audit program can be used by organizations to ensure compliance with the terms of leasing and management contracts.
Subscriber Content
Benchmarking Tools
Build Lender Relationships Key Performance Indicators (KPIs)
This tool contains leading practices an organization should consider when evaluating its banker and lender performance.
Subscriber Content
Articles
Persevering and Prospering in the Time of COVID-19: Keep Accounts Receivable Turning
This article offers several approaches finance leaders can use to manage the billing and collections issues they are fac...
Subscriber Content
Benchmarking Tools
Warehouse and Storage Key Performance Indicators (KPIs)
This tool outlines leading practices and key performance indicators for the warehouse and storage process.
Subscriber Content
Benchmarking Tools
Lockbox Accounts Key Performance Indicators (KPIs)
This tool defines lockbox accounts, shares leading practices to mitigate the effects of processing, and provides methods...
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