- Coordinate/communicate with the divisional finance groups to ensure timely, accurate, and complete reporting of financial information.
- Serve as the thought leader for Digital Supply Chain, Connected Manufacturing, and Finance applications in your organization and lead your organization of professional architects, designers, developers, Business Analysts, and functional experts.
- Identify trends in performance and implement recommended actions to improve performance in consultation with the commercial finance team.
- Collaborate with IT Business finance team to review contractual financial obligations and ensure accuracy and meet organizational objectives and budgets.
- Identify Demand Management, finance and Business Process Re Engineering opportunities as appropriate.
- Be the operations finance champion in future organization transformation.
- Communicate regularly with headquarters Business Administration teams Finance and Accounting, Audit, Human Resources, etc.
- Arrange that your organization serves as a liaison with Procurement and Finance regarding operational procedures, tracking and efficiencies with regard to Supply Chain management.
- Manage work with the pricing and commercial finance teams to quantify and provide analysis on impact of pricing changes and price realization assumptions across your organization.
- Drive the dissemination of commercial finance knowledge across thE Business to improvE Business insight and enable better decisions to be made.
- Ensure you pioneer; lead Business Process knowledge in Finance Month End Close and Consolidation, Accounts Receivable, and Accounts Payable.
- Liaise with the Finance department to ensure all open requisitions are approved and aligned with the direction from the Talent Acquisition Partner.
- Coordinate with the Devices Finance partners to analyze headcount data and forecast demand.
- Confirm your design serves as the primary Finance interface with internal and External Auditors and coordinates all quarterly review and annual audit activities.
- Manage work with the Program Management to formulate the implementation strategy, interdependencies, risks and mitigation strategies, and timeline requirements.
- Manage advanced groups shared services team provides Corporate Services as marketing, Human Resources, finance and accounting, it, and operations to each of your brands.
- Oversee and participate in the receiving, unloading and inspection of equipment or supplies for damage and conformity to packing slips; contact Finance regarding shortages, damaged goods or other discrepancies; complete receiving, discrepancy and follow up reports.
- Reorganize partner with Finance and Business Development Teams to identify organization risks and opportunities.
- Drive projects, provide accounting guidance and often serve as first point of contact for finance and business partners to resolve issues.
- Establish that your project uses established Change Management processes, requiring operational procedures be performed with minimal customer impact.
Save time, empower your teams and effectively upgrade your processes with access to this practical Collaborative Finance Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Collaborative Finance related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Collaborative Finance specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Collaborative Finance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Collaborative Finance improvements can be made.
Examples; 10 of the 999 standard requirements:
- What are your outputs?
- Do the viable solutions scale to future needs?
- How will you know that you have improved?
- Has data output been validated?
- What practices helps your organization to develop its capacity to recognize patterns?
- Do you need different information or graphics?
- Is Collaborative Finance documentation maintained?
- Is the Quality Assurance team identified?
- How do your work systems and key work processes relate to and capitalize on your core competencies?
- What trouble can you get into?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Collaborative Finance book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Collaborative Finance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Collaborative Finance Self-Assessment and Scorecard you will develop a clear picture of which Collaborative Finance areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Collaborative Finance Self-Assessment
- Is secure: Ensures offline Data Protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Collaborative Finance projects with the 62 implementation resources:
- 62 step-by-step Collaborative Finance Project Management Form Templates covering over 1500 Collaborative Finance project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
- Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
- Project Scope Statement: Will all Collaborative Finance project issues be unconditionally tracked through the Issue Resolution process?
- Closing Process Group: Did the Collaborative Finance Project Team have enough people to execute the Collaborative Finance project plan?
- Source Selection Criteria: What are the guidelines regarding award without considerations?
- Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Collaborative Finance project plan (variances)?
- Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
- Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
- Procurement Audit: Was a formal review of tenders received undertaken?
- Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?
Step-by-step and complete Collaborative Finance Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Collaborative Finance project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Collaborative Finance Project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Collaborative Finance project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Collaborative Finance project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Collaborative Finance project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Collaborative Finance project or Phase Close-Out
- 5.4 Lessons Learned
Results
With this Three Step process you will have all the tools you need for any Collaborative Finance project with this in-depth Collaborative Finance Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Collaborative Finance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based Best Practice strategies aligned with overall goals
- Integrate recent advances in Collaborative Finance and put Process Design strategies into practice according to Best Practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Collaborative Finance investments work better.
This Collaborative Finance All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
