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:
› 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?
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:
› 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:
› 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
› 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
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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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