A small sample of some of the summaries created to help improve the finance operations of any company. Please feel free to download and use as you see fit.
If you have any questions or need any help please let me know: [email protected]
Connecting finance to customers
Better connections between finance and business teams are more than possible.
Start by looking at the current measurements of success of the finance teams along with products and operations used to satisfy internal customers. You are bound to find lots of opportunities to improve the drive for customer satisfaction.
When your finance teams become more customer-driven, the benefits to both the business outcome and personal lives can be huge.
If you need your finance team to be more customer-driven, I’m here to help: [email protected]
Ethics in finance operations
Ethics are the cornerstone of professional success.
Without them, leaders lack direction, trust erodes, and they fail to guide customers toward their goals.
Here, I outline five fundamental principles that finance operations leaders can use to fulfill their mandates effectively.
If you are looking to build a more effective finance team, I’m here to help: [email protected]
The voice of the customer
I recently met with a senior finance executive facing a very common challenge within his team:
“Chris, I know we need to get better—way better!—at streamlining what we do. We have too many reports going out, too much customization. We need to really evaluate and improve.”
“Yes, [exec’s first name], this is a very common issue. I hear it all the time. Can I ask: How well do you integrate the voice of the customer into your processes?”
[Pause]
“The what?”
It’s amazing how often we take on more work without truly understanding its purpose or how it benefits the customer. The more we understand the full process flow, the better finance teams can manage their operations and enhance customer satisfaction.
More often than not, the path to improvement starts with understanding the “voice of the customer.”
Here is a simple guide for finance teams to identify their customers, understand their needs, and drive continuous improvement in satisfaction.
If you need help, reach out: [email protected]
Mapping finance’s suppliers to customers
Want a fantastic tool to help you and your finance team to start understanding your pain points and areas for improvement?
Take 10-15 minutes this week and draw out your team’s SIPOC. Standing for Suppliers, Inputs, Process, Outputs, and Customers, the SIPOC helps you understand your team’s processes at a high-level and look to find areas to focus on to impact top-level enterprise strategy.
If you need help or have any questions, let me know: [email protected]