Search Results: risk management (721)

The “transformation” buzzword is everywhere these days, and there’s no doubt that far-reaching, systemic change can deliver impressive results, especially when powered by new digital platforms. But transformation enthusiasm should be tempered by an understanding of the potential downsides

deFacto Global is proud to announce it earned the “Highest Overall Satisfaction” Award, outperforming all other Corporate Performance Management vendors in BPM Partners’ “Pulse of Performance Management 2020” Awards. deFacto Global was also the highest ranked vendor serving the mid to enterprise market for “Financial Self-Sufficiency”, “Financial Consolidation Functionality”, “Budgeting and Planning Functionality” and “Ease of Use”.

The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.

RadiusOne A/R Credit Risk Management App enables automated credit risk evaluation and credit scoring to standardize credit approval process and enable credit teams to make faster and more accurate credit decisions.
With ready-to-use credit application templates, integration with credit agencies and automated credit scoring models – configured based on the industry-specific best practices, fastrack your credit management process for new businesses and streamline periodic reviews. Free up your analysts’ time with workflows and automated correspondence for internal and external collaboration. Enable centralized access to all credit information for high-yield decision making, compliance and eliminate paper-costs with electronic storage.

Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.

This session is geared to users with a beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.