Quick ROI: Checklist for Implementing policyIQ for Account Recs

We recognize that the sense that we’re just keeping our heads above water is a common feeling across all industries and functions these days. Many organizations have expressed interest in automating a number of different processes, but they struggle to find the right time, with the appropriate resources, to pull the trigger. One of the descriptions of this environment that we’ve heard is, “we don’t have time to save time.” Grrr! Isn’t that frustrating?!

It is really important to us here at Resources Global and on the policyIQ Team that we help you, our customers, to solve your business problems. One of the things that we are doing is making it easier to leverage your policyIQ application for more processes and content management needs. You don’t have time to attend hours of training or to read volumes of technical user manuals, right? We’re looking to boil down a number of resources to create helpful checklists that you can follow and implement in a short period of time.

Checkout Our Account Reconciliation Implementation Checklist (see Attachments and Linked Pages at the bottom of the Account Reconciliations Overview page).

The checklist provides step-by-step guidance on implementing policyIQ for the management of your account reconciliation process. Monitor your reconcilers’ progress and send reminders in just a few moments. Easily and quickly identify un-reconciled accounts and those with a variance larger than your specified dollar amount. All of the key information at your fingertips.

By next month, you could have a more simple, automated and streamlined account reconciliation process. What are you waiting for?

…oh, is it that issue with not having the people resources at the ready? We can help with that, too! Get in touch with us and we’ll help you to get the ball rolling.

This entry was posted in Solutions by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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