Peer Networking Opportunities in June
IOFM is hosting a series of online Community Calls in June, focusing on various industry segments as well as levels of automation. IOFM’s editorial staff and subject matter experts will moderate the discussions. Registration is free, and we invite you to participate in as many as you would like.
Don’t Miss Tomorrow’s Virtual Town Hall Meeting
Join IOFM tomorrow, June 4, at 12:00PM EST as our panel of industry experts discuss strategies for managing cash during COVID-19. Over the course of 90 minutes, you’ll also gain insight into the challenges your peers are facing, as well as their solutions for overcoming these obstacles.
Fix Your Processes Before Automating
Automation can solve a lot of AP’s problems, but you shouldn’t just plunge in without thinking through and addressing your broken processes beforehand. This will ensure you’re not just “lifting and shifting” your existing issues.
Making Your Business Case
You may have heard the term “business case,” but what’s involved and why do you need one to get approval to automate? While it will probably be easier to get executive buy-in right now, you still need to put forth a comprehensive plan first.
How to Craft an Automation Proposal
An RFP is a “request for proposal,” a tool you create to explain exactly what you need and ask automation vendors for their recommended solutions. It’s a formal document that needs to address everything you must know to make the right choice.
Learn How To Create One
Selling Automation Up the Chain
Once you’ve done your homework, it’s time to present your findings to decision-makers in your organization. Putting yourself in their shoes and understanding how they think will help—but first you have to overcome your own fears. There’s no better time than right now!
Free IOFM Workshop: Practical Steps to Automating
For additional guidance about how to approach automating AP, join us June 22 for a FREE workshop that addresses the tactical and practical approach you need to take to create a successful implementation.