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Management Reporting and KPIs

Measure Performance, Reveal Value Automatically

Key performance indicators (KPIs) are not merely tools for analyses and decision-making but a powerful lever that can position treasury as a strategic contributor to the enterprise. Yet treasury often remains compromised by burdensome manual processes, lack of supporting technology, and complex cross-functional communication.

Actualize Consulting removes the hurdles to successful performance measurement and management reporting. By digging deep into your unique goals and organizational structures, we help you define the KPIs most relevant to your organization that will assist in affecting change to attain objectives and replace time-consuming manual investigation with automated, on-demand reporting.

Our team can help your organization measure, manage and improve:
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›    Liquidity Management: Where, when, and how is cash moving in and out?
›    Risk Management: Which areas are vulnerable to market fluctuations or volatility?
›    Process Automation: How can you set up your systems for on-demand reporting?
›    Cost Reduction: Where are the best opportunities to lower costs?
›    Employee Utilization: Where can resources be applied for the most efficient impact?

Visualize Success Across the Enterprise

Combining relevant KPIs with electronic reporting empowers treasury across multiple layers of decision-making and accountability, including:
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›    Benchmarking treasury against its most successful industry peers
›    Enhancing and expediting timely decision-making
›    Increasing leadership data visibility, improving management of critical tasks
​›    Producing accurate and reliable performance metrics for CFOs, directors, and investors
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Constructing A Customized KPI Platform

We work from the bottom up – your rules, your culture, your objectives – to not only define the most relevant KPIs for your organization, but to create a digital reporting process that reduces labor while accelerating reporting speed. Our team will:

›    Apply lessons learned from our broad base of treasury clients worldwide
›    Perform an in-depth review of your current processes 
›    Identify relevant data and data sources for your business
›    Confirm data availability and cadence, validate accuracy
›    Evaluate available technology and recommend solutions as needed
›    Build the KPIs process, train team to use and maintain the process
›    Ensure the ongoing sustainability and reliability of metrics
​

In summary, we create a complete KPIs/reporting system that tracks performance, identifies challenges and opportunities, and elevates the treasury team’s profile throughout the organization.
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Download a copy of our Management Reporting and KPI Offering here.

Contact Us

​​Copyright 2003-2025 Actualize Consulting All Rights Reserved
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  • Home
  • Areas of Expertise ▼
    • Market Trends
    • Infusion Programs ▼ >
      • Culture Infusion
      • Gratitude Infusion
      • In the News
      • Interactive Sessions
      • Testimonials
    • Capital Markets ▼ >
      • Risk Management Oversight
    • Mortgage & Fixed Income
    • Treasury
    • Collateral Management >
      • Operations
      • Regulatory
  • Services ▼
    • Business Process
    • Finance Transformation
    • Government Practice
    • M&FI Services ▼ >
      • Enterprise Information Management (EIM)
      • Digital Mortgage
      • Integrated Mortgage Disclosure
      • MERS
      • MISMO®
      • MISMO® Authorized Assessor
    • Reporting & Analytics
    • Software Implementation
    • Treasury Services ▼ >
      • Bank Rationalization
      • Bank Relationship Management Service
      • Cash Forecasting
      • Corporate SWIFT Services
      • Digital Treasury
      • Management Reporting and KPIs
      • Payments Strategy Assessment
      • Supply Chain Finance Program
      • Treasury Assessment
      • Treasury Policies Review
      • Valuation
    • Vendor Selection
  • Products
  • About Us ▼
    • Webinars
    • Testimonials
    • Contact Us
    • Podcast
  • Careers
  • Client Satisfaction
  • Employee Portal ▼
    • Consulting Basics
    • Success at Actualize
    • Benefits & Policies
    • Client Outreach Request
    • Client Awards
    • Project Set-Up
    • Internal Feedback
    • Internal Info ▼ >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
    • Internal System Tips