Preparing for the implementation of automated systems is critical to ensure a successful outcome.
Many nonprofit organizations are contemplating the implementation of automated systems to replace manual processes. These manual processes are time-consuming and are susceptible to manual input errors. Implementing automated systems in critical areas such as invoice and expense processing serves to:
- maximize productivity
- increase transparency
- facilitate document flow and approvals
- improve accuracy and timeliness.
Featured eBook!
My eBook “Finance and Technology: Invoice and Expense Management Automation How to Prepare for Implementation” is based on my experience successfully implementing automated systems for invoice and expense management at several nonprofit organizations. This eBook provides guidance, tips and best practices that your organization should follow for:
Selecting the Right Software
Reviewing the Chart of Accounts & General Ledger
Defining Workflow & Establishing an Approval Hierarchy
Assigning User Access Rights
Testing the New System
Launch & Rollout of the System
A checklist is included to ensure that all the steps are followed.
Roberta Katz Consulting is working with many nonprofits to implement efficient and effective operating procedures and policies to ensure the ongoing operation of their finance departments. Schedule a complimentary consultation to discuss how I can provide your organization with an impartial evaluation of your finance department.
Leave a Reply