Work on Contract management and renewals, subscription and usage billing, accounts Receivables, cash application, taxation and Revenue Management, and Master Data management (MDM).



More Uses of the Receivables Toolkit:




• Update Receivables by coordinating and monitoring daily sales Order Processing and organization remittance transactions.
  
  

• Establish that your planning oversees the management of Receivables by Monitoring And Reporting on collections and insurance billing.
  
  

• Supervise: collection of all outstanding accounts Receivables.
  
  

• Guide: review, modifie and recommends changes to Policies and Procedures to improve Accounts Receivables Days.
  
  

• Make sure that your organization complies; monitors accounts Receivables by utilizing monthly reports to determine payer/self pay issues in all aging buckets.
  
  

• Be accountable for generating the weekly aged account Receivables report and conducting client follow up.
  
  

• Ensure you reconcile; recommend Risk Mitigation strategies to manage credIT Risk of your trade Receivables portfolio and your customer financing portfolio.
  
  

• Make sure that your organization keeps accurate records of Receivables and work with Finance Management to assure proper billing occurs.
  
  

• Develop: effectively communicate internally to ensure Receivables are efficiently processed.
  
  

• Manage timely and accurate billing exception and re billing process for customers, ensuring the collection of Receivables of all outstanding billing issues.
  
  

• Be certain that your group maintains client invoicing log and tracks account Receivables on projects.
  
  

• Manage work with clients to help collect any late Receivables.
  
  

• Establish: credit and Receivables Business Process Management.
  
  

• Steer: monitor and follow up on aged Receivables reporting and communication to project managers; based on client billing terms.
  
  

• Coordinate with accounts payable and accounts Receivables to invoice per project terms.
  
  

• Head: work closely with management to ensure the proper transition and integration of corporate acquisition Receivables.
  
  

• Manage the preparation of invoices and complete reconciliation of billing with accounts Receivables.
  
  

• Orchestrate: review accounts Receivables and contact organization accounts payable departments if there are past due accounts.
  
  

• Be accountable for offering a robust set of traditional and emerging solutions for automating Receivables and cash application.
  
  

• Manage collection procedures and accurate Receivables.
  
  

• Drive: monitor Receivables and collections providing updates to collection manager/management using appropriate reporting procedures.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Receivables Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Receivables 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 Receivables specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Receivables 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 Receivables improvements can be made.



Examples; 10 of the 999 standard requirements:




1. How much data can be collected in the given timeframe?
   
   

2. What Receivables data should be managed?
   
   

3. How will you know when its improved?
   
   

4. What are the Receivables use cases?
   
   

5. What does your signature ensure?
   
   

6. How can auditing be a preventative security measure?
   
   

7. How have you defined all Receivables requirements first?
   
   

8. What is your organizations system for selecting qualified vendors?
   
   

9. How do you manage unclear Receivables requirements?
   
   

10. How do you deal with Receivables risk?
    
    




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 Receivables book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Receivables 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 Receivables Self-Assessment and Scorecard you will develop a clear picture of which Receivables 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 Receivables 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 Receivables projects with the 62 implementation resources:




• 62 step-by-step Receivables Project Management Form Templates covering over 1500 Receivables project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Receivables project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Receivables Project Team have enough people to execute the Receivables Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Receivables Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Receivables Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Receivables project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Receivables Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Receivables 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 Receivables 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 Receivables 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 Receivables 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 Receivables project with this in-depth Receivables Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Receivables 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 Receivables 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 Receivables investments work better.



This Receivables 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.