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Financial Process Automation (FPA) Workshop
Unlock efficiency, enhance collaboration, and drive impactful change in your Procure-to-Pay (P2P) processes with the Genus Technologies Financial Process Automation (FPA) Workshop.
Workshop Overview
Designed for organizations aiming to identify and process improvements, our structured workshop approach delivers actionable insights to modernize and streamline operations.
This customized FPA workshop provides the tools and insights to help resolve pain points, improve efficiency, or simply to adopt a strategic approach to intelligent automation.
Whether held in-person for optimal teamwork or remotely for flexibility, the Genus workshop empowers stakeholders with clear strategies for immediate and long-term improvements.
Pre-Workshop Analysis: Setting the Foundation
A robust pre-workshop analysis ensures a tailored experience by gathering essential data and engaging stakeholders.
- Data Collection: Review AP policies, SOPs, and workflow diagrams to uncover strengths and opportunities.
- Stakeholder Engagement: Collaborate to identify pain points, establish focus areas, and finalize the workshop agenda.
- Detailed Preparation: Develop an agenda covering critical P2P aspects such as:
- Process roles and responsibilities
- Supplier/vendor onboarding
- Purchase requisition to PO
- Invoice processing and exception handling
- Payment processes and customer service metrics
Workshop: Collaborate, Create, Transform
An immersive experience designed to foster collaboration and develop actionable solutions.
- Kick-off: Introductions and alignment on objectives.
- Focused Facilitation: Cover agenda topics, address pain points, and ensure productive discussions.
- Opportunity Identification: Classify opportunities into short-term "low-hanging fruit" and long-term strategic initiatives.
- Strategic Planning: Breakout sessions to draft actionable plans with cost-benefit analyses for leadership review.
- Presentations: Teams present recommendations to senior management for feedback and endorsement.
Post-Workshop Follow-Up: From Plan to Action
Translate workshop outcomes into measurable results with post-session documentation and collaboration.
- Documentation: Capture findings, priorities, and assignments in a comprehensive report.
- Executive Summary: Develop a senior management briefing with stakeholder collaboration.
- Continuation Engagement: Conduct follow-up meetings to refine strategies and address feedback
Why Choose the Genus FPA Workshop?
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Customized Insights: A tailored agenda ensures relevance to your organization’s unique challenges.
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Cross-Functional Collaboration: Unites stakeholders to foster alignment and drive consensus.
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Actionable Outcomes: Deliver both quick wins and strategic improvements.
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Expert Guidance: Facilitated by experienced professionals in financial process automation.
Workshop Deliverables
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Tailored P2P process improvement recommendations
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Cost-benefit analysis of proposed strategic changes
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Clearly defined roles and next steps for implementation
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Executive summary for senior management
Who Should Attend?
The FPA Workshop is designed for organizations across all industries looking to streamline processes and embrace modern, automated workflows. It is particularly beneficial for cross-functional teams, including:
- Accounts Payable: Improve invoice processing, exception handling, and payment workflows.
- Procurement: Enhance vendor onboarding, purchase requisitions, and order management.
- Financial Operations: Align financial reporting, compliance, and overall P2P strategies.
- IT and Systems Teams: Support the implementation of automated workflows and integrate new solutions seamlessly.
Gain deeper insights into how the Financial Process Automation (FPA) Workshop can help transform your Procure-to-Pay processes. The FPA Workshop Data Sheet provides a concise overview of the workshop structure, benefits, and outcomes.
Key Features:
- Overview of pre-workshop, workshop, and post-workshop activities.
- Detailed description of actionable deliverables and strategic outcomes.
- Benefits of process optimization and automation for P2P workflows.
- Tailored solutions to address pain points and improve efficiency.
Download the full data sheet to discover how Genus Technologies can help your team unlock efficiency, enhance collaboration, and drive impactful change to your P2P processes.
Take the Next Step
Schedule a consultation to learn how the FPA Workshop can revolutionize your financial operations.