Follow a logical process when consider selecting a software package to manage deductions. Begin with goals and requirements gathering. Software cost, often placed early in the process, is actually a much later consideration. Take a look to review these steps versus your own selection process.

1. Susanne Petersson
SaaS Project Manager

2. Topics in Today’s News
Audits
Corporate failure
IRS investigations
Compliance standards
Sarbanes-Oxley Act under attack
2Susanne Petersson

3. Topics in Today’s News
Security
Breaches in corporate databases
Fraud investigator opportunities
Email servers compromised
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4. Topics in Today’s News
What can we
do to
prevent disaster?
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5. Available Options
ERP package
Bolt-on system
Stand alone
Adapt current system
Continue off-line
Outline
the PRO’s
vs. CON’s
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6. Available Options
ERP package
Bolt-on system
Stand alone
Adapt current system
Continue off-line
Outline
the PRO’s
vs. CON’s
Follow 6 A’s to make
the best decision
6Susanne Petersson
¥

7. The 6 A’s:
1) Accessibility
2) Automation
3) Analytics
4) Accountability
5) Adaptability
6) Affordability
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8. The 6 A’s:
1) Accessibility
2) Automation
3) Analytics
4) Accountability
5) Adaptability
6) Affordability
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…. so what’s the
point of
considering these?

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Realize Organization/
Department Goals
Collect, reconcile 100%
outstanding balances
Track deduction activity
Make decisions based on
valid data

10. 10Susanne Petersson
Realize Organization/
Department Goals
Reduce (document)
storage requirements
Safeguard customer data
Pass internal audit(s)

11. The 6 A’s Decision
Process
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Accessibility
Automation
Accountability
Analytics
Adaptability
Affordability

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Points to
consider as you
and your team
navigate
the
process

13. • Relevant information readily available
• Remote contacts, mobile login
• Direct data entry, updating
• Import data from other systems
• Retrieve historical data
• Export to financial module(s)
• Audit data, processes
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1) Accessibility

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2) Automation
• Consistency in process, data, and results
• Auto-approval redundant steps
• Focus on deductions that require
investigation
• Quickly route, share documents
• Supports 24x7 environment
• Set communication triggers, alerts

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3) Analytics
• Develop and track metrics
Cost of collecting
Approval delays
• Integrate with reporting tool(s)
• Perform root cause analysis
• Analyze historical data
• Clarify trends, extrapolate
• Identify customer’s bad habits

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4) Accountability
• Increase inter-departmental cooperation
• Determine status of unresolved activity
• Record analytics: DDO, ledger
• Link results to goals, bonuses
• Identify user inactivity
• Accurate audit results

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5) Adaptability
• Compatible with multiple types of systems
• Processing during vacation or other
absences
• Vary steps to resolution according to
identified parameters
• Assign customers/workloads based on
known work-time expectations

18. Susanne Petersson 18
6) Affordability
• Current requirements that meet goals
• Be smart with server space for documents
• Future needs related to growth, new
market(s), time zones, legalities
• Investigate alternatives among existing,
new systems
• Analyze cost to benefits by option

19. Select the Best Software
Tool(s)
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1 2 3 4 5 6 7

20. Best Software does:
Provide means to take
control of processes
Offer teams time to
expand responsibilities
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21. Best Software does:
Present avenue for business
expansion
Accomplish
goals based
on the 6-A’s discussion
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22. Best Software does not:
Cause more work (work arounds)
Create purposeless tasks
Generate confusion
Take away jobs
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23. My name is Susanne Petersson
An experienced SaaS project manager, I established
this process to identify and deliver client needs.
As a LSSGB and MBA, I understand corporate dynamics
As a certified trainer, I value the human element
Manage implementations via workshops, training,
and presentations to promote logical steps, software
usage, and contact professionalism.
23Susanne Petersson
SPetersson.usa@gmail.com
Susanne-Petersson-USA

24. Thank you!