CHAPTER 19.MAKING YOUR CASE FOR AUTOMATION
Trying to gain support for your AP automation projects can seem like a long, uphill journey. One reason that controllers have trouble getting support for automation initiatives is that the C-suite often sees finance operations as a back-office function. The perception is that any money spent on back-office infrastructure takes away from money that could be spent on initiatives to help generate revenue for the company.
Another reason management is resistant, ironically, is that finance always gets the job done—even without automation. If no one is complaining about the efficiency of the back-office functions—and the senior managers are getting the financial reports they need each month—they believe that nothing needs changing.
What strategies can controllers adopt to win buy-in for an automation project or improvement initiative? In this chapter we will discuss:
| Chapter 19. Making Your Case For Automation |
| Getting Buy-in For Your Automation Wish-List Projects |
| Developing a Business Case |
| Business Case Outline |
| Selecting the Solution |
| Creating a Solid RFP For Your Automation Project |
| Enterprise Resource Planning (ERP) and Accounting Software Request For Proposal |
| Getting the Best ROI From Your ERP |
| How to Pick a Vendor |
| Vendor Comparison Matrix |
| Other Factors to Consider |
| Acknowledgments and Resources |
GETTING BUY-IN FOR YOUR AUTOMATION WISH-LIST PROJECTS
Most controllers have long “wish lists” of projects they would like ...
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