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Key Practices Related to the Tagging of Fixed Assets

When dealing with fixed assets, the two keys to ensuring proper internal controls in this area are having an accurate fixed asset master file and being able to determine the location of the asset itself.  To accomplish this verification and … Continue reading

Posted in General Accounting

Utility Invoice Processing – PO Requirements and Outsourcing

Energy costs are one of the largest expense categories a company has, which makes it a priority to understand and manage utility-related data.  Yes, if the lights were out last month at one of your company locations, you probably need … Continue reading

Posted in Accounts Payable

A Case Study in Using RPA and AI in Accounts Receivable

As Robotic Process Automation (RPA) and Artificial Intelligence (IA) quickly become part of the nomenclature for Shared Services, almost every conference topic or vendor pitch includes mention of the terms.  While the world is exploding with excitement, the reality of … Continue reading

Posted in Accounts Receivable

Developing a Comprehensive Shared Services Performance Measurement Package

While individual process areas often have very detailed performance measurements related to cost, productivity, quality, and customer service, many times the overall Shared Services operation struggles to present their overall results in a concise and effective manner.  The challenge for … Continue reading

Posted in Shared Services Leadership

The Benefits and Risks of a Bring Your Own Device (BYOD) Policy

In a world of heightened security, where any access to a company’s systems risks introducing security breaches or viruses, carefully evaluating and setting a policy for the authorized use of employee-owned devices isn’t a trivial exercise.  A decision to allow … Continue reading

Posted in Shared Services Leadership

Controls for Timely Submission of Employee Expense Reports

Timely submission of expense reports by employees can help improve the quality and efficiency of the overall Travel & Expense process.  The longer an employee waits, the more likely there are errors or omissions or lost receipts that require special … Continue reading

Posted in Corporate Card

Lessons Learned from Standing Up a New Shared Service Operation

Transitioning decentralized processes to a Shared Services design can be challenging regardless of which functional areas are being consolidated.  Even companies with prior consolidation experience can run into roadblocks that cause added complexity and delays, with each new project having … Continue reading

Posted in Shared Services Leadership

Creating a Paperless HRSS Environment

While becoming a paperless operation is an important objective for the majority of HR Shared Services operations, actually accomplishing this can be a major challenge.  Legal and regulatory requirements in many countries across the world can be significant obstacles to … Continue reading

Posted in HR Shared Services, Uncategorized

Creating Effective Service Level Agreements for Shared Services

Service Level Agreements (SLAs) are a common tool used during the implementation of Shared Services to set service and performance expectations with operating units.  Over time, the focus and structure of SLAs may change or, in some cases, the use … Continue reading

Posted in Shared Services Leadership

Utilizing Technology to Maximize Efficiencies in Order-to-Cash (O2C)

It is no secret that extensive use of automation is one of the key success factors for any Order-to-Cash operation, regardless of the industry or geographic location.  The challenge for many companies is developing a comprehensive strategy to identify and … Continue reading

Posted in Accounts Receivable