Season 1 - Buying and Implementing Technology For Treasury Professionals

Episode 1 - How to start - an honest evaluation

Episode 1 - How to start - an honest evaluation

Did you know 84% of new technology projects fail? Learn from consulting firm experts and Treasury professionals on how to evaluate your current treasury process and build a robust business case that resonates with your stakeholders.

Episode 2 - How to identify and short-list vendors?

Episode 2 - How to identify and short-list vendors?

Selecting the wrong vendor could lead to a low adoption rate and a big capital loss. Even worse is being stuck on a long-term contract for software that no one uses. Learn from Tracey Ferguson Knight on how to identify the right vendor for your technology implementation.

Episode 3 - How to Select the Vendors

Episode 3 - How to Select the Vendors

In Episode #3 , listen to Digital Transformation Advisor on how to fix the last piece in the procurement puzzle: selecting your vendor and will provide you with an objective score-based evaluation guide on how to arrive at the conclusion of selecting the ideal vendor.

Episode 4 - Contracting KnowHow

Episode 4 - Contracting KnowHow

30% to 35% of an organization’s contracts under perform that cost translates to about 9% of annual revenue. Episode #4 will harp on different aspects of contracts and best practices that can drive effective contract processes.

Episode 5 - Cash forecasting software Implementation 101

Episode 5 - Cash forecasting software Implementation 101

Technology project implementation is the best example of Murphy’s law. Episode #5 will talk about how to navigate the implementation process and deep dive into 5 phased implementation process.

Episode 6 - Win- Win For Clients and Vendors

Episode 6 - Win- Win For Clients and Vendors

Once the implementation is done, how do clients and vendors measure their satisfaction with the performance of the solution? Episode #6 will harp on 5 key best practices to ensure a win-win from both clients and vendors.

Episode 7 - Achieving Maximum Value From Your Treasury Technology - Part 1

Episode 7 - Achieving Maximum Value From Your Treasury Technology - Part 1

After a long project, a forward-looking review can discover many tips and strategies for improvement. Episode #7 will go into the “what” and “how” of delivering greater value realization at your company from your treasury technology.

Episode 8 - Achieving Maximum Value From Your Treasury Technology - Part 2

Episode 8 - Achieving Maximum Value From Your Treasury Technology - Part 2

Episode 8 brings us to the end of this series where we continue our discussion on how to deliver maximum benefits from your treasury technology implementation project and the lessons that can be applied to future implementations.

About The Season

These bite-sized 15 minutes episodes highlight trends and the things you need to consider for driving a successful technology project implementation and help you identify common pitfalls, and understand what to look for in your next technology purchase

Discover

  • The top treasury technology trends you need to be aware of before making your next technology purchase
  • The critical role played by ‘People’ and ‘Process’ in preventing a digital transformation project failure.
  • An end – to – end insights which will drive you to a successful technology implementation

Speakers

Tracey Ferguson Knight

Tracey Ferguson Knight

Director-Solution Engineering, HighRadius

Russell Hoffman

Russell Hoffman

Director, Market & Treasury Risk, KPMG

Craig Jeffrey

Craig Jeffrey

Managing Partner, Strategic Treasurer

Juan Saudino

Juan Saudino

VP of Professional Services