The following 136 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...
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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...
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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
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
Risk & Control Matrices - RCMs
Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)
This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
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.
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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
Checklists & Questionnaires
Sales Planning and Forecasting Process Appraisal Questionnaire
This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning and ...
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Checklists & Questionnaires
Accounts Receivable, Credit and Collections Questionnaire
This questionnaire can be used to compare your current business practices with leading practices for the accounts receiv...
Subscriber Content