HCM Solution Decision Matrix

There comes a time when organizations must evaluate human capital management solutions and choose the best option. But how do you know which provider best suits your company’s needs? Leveraging tools like a decision matrix is an effective way to make more confident decisions based on criteria that matters to you.

Use this HCM solution decision matrix when:

  • You’re choosing a provider based on several criteria that impact other departments.
  • You’re trying to narrow the list of providers you’re considering.
  • You already have a shortlist of providers, and you need to make a final choice.
  • Feel free to contact us for additional guidance and insights on choosing the best HCM solution for your business.

Fill out the form to get instant access.

View Now

Payroll and HR Buyer’s Guide

Researching payroll and HR solutions for your organization can seem overwhelming, but it doesn’t have to be. Once you have identified and prioritized your payroll and HR needs, you can use this Payroll and HR Buyer’s Guide to help you make a more informed decision.

This guide highlights critical factors addressed by best-in-class payroll and HR solutions for small and mid-sized businesses. You’ll find a list of essential features and benefits to consider in each section when comparing and evaluating systems.

Fill out the form to get instant access.

View Now

Year-End Payroll and HR Checklist

It’s important to stay knowledgeable about the services a payroll and HR solution should provide, even if you’re happy with the system you have or you’re actively looking for a new provider.

Our payroll and HR experts have compiled monthly tasks, important information, and handy resources to make year-end payroll and HR processing easier.

Use our handy checklist to track and manage your year-end payroll and HR tasks.

Fill out the form to get instant access.

View Now

2023 Yooz Survey: Technology in the Workplace

Companies risk losing young talent by falling short on workplace technology, survey finds.

The 2023 Yooz Survey: Technology in the Workplace asked 600 U.S. salaried workers across industries and age groups to describe their experiences and perceptions of workplace technology in 2023.

Among its findings, the survey identifies opportunities for employers to improve their workers’ experiences with technology — and highlights the risk of losing younger workers for not embracing new technologies soon enough.

View Now

Unleash the Power of AP Automation: Building an Agile, Scalable Future

A global pandemic, rising inflation, looming recession, supply chain disruptions, hiring shortages, etc. It’s hard to tell what awaits us next but by creating an agile and scalable AP process you can take comfort in knowing your P2P invoices and payments are resilient and future-proof.

Join your guide, Yooz AP automation expert Cody Manning, and Mark Brousseau, President at Brousseau & Associates, for a wild ride to discover how complete Cloud-based AP automation is the king of the jungle for a fast, powerful, and smart process ready to take on what’s next.

View Now

Friend or Foe? The CFO’s Relationship with AI

Join this discussion hosted by Yooz and Controllers Council as finance leaders break down the ever-changing world of finance and accounting in 2023. Panelists will dive into the evolving role of the CFO and what is essential for progress in the modern accounting industry. Topics will highlight crucial skills for success, workplace changes, and AI’s role in the future of Accounts Payable (AP).

Join the discussion on:

  • How has the CFO’s role evolved and is still evolving?
  • Changes in the finance function – What does it mean for employees?
  • AI in accounting - How CFOs can improve AP departments.

View Now

2023 Yooz Survey: Technology in the Workplace

Companies risk losing young talent by falling short on workplace technology, survey finds.

The 2023 Yooz Survey: Technology in the Workplace asked 600 U.S. salaried workers across industries and age groups to describe their experiences and perceptions of workplace technology in 2023.

Among its findings, the survey identifies opportunities for employers to improve their workers’ experiences with technology — and highlights the risk of losing younger workers for not embracing new technologies soon enough.

View Now

Unleash the Power of AP Automation: Building an Agile, Scalable Future

A global pandemic, rising inflation, looming recession, supply chain disruptions, hiring shortages, etc. It’s hard to tell what awaits us next but by creating an agile and scalable AP process you can take comfort in knowing your P2P invoices and payments are resilient and future-proof.

Join your guide, Yooz AP automation expert Cody Manning, and Mark Brousseau, President at Brousseau & Associates, for a wild ride to discover how complete Cloud-based AP automation is the king of the jungle for a fast, powerful, and smart process ready to take on what’s next.

View Now

Friend or Foe? The CFO’s Relationship with AI

Join this discussion hosted by Yooz and Controllers Council as finance leaders break down the ever-changing world of finance and accounting in 2023. Panelists will dive into the evolving role of the CFO and what is essential for progress in the modern accounting industry. Topics will highlight crucial skills for success, workplace changes, and AI’s role in the future of Accounts Payable (AP).

Join the discussion on:

  • How has the CFO’s role evolved and is still evolving?
  • Changes in the finance function – What does it mean for employees?
  • AI in accounting - How CFOs can improve AP departments.

View Now

Lease Advisory Guide

Develop Solutions Blue Sky is a leasing advisor that typically delivers 20% savings as a result of developing, implementing and managing equipment leasing strategies and programs for companies across the credit spectrum. Blue Sky’s proprietary tools and services cover a wide range of asset classes with access to the most cost-effective liquidity and outstanding financial flexibility.

What Financing Needs Can We Solve for You Today?

  • Leasing & Equipment Finance.
  • Tax-exempt & Project Finance.
  • Bank Loans & Credit Facilities.
  • Early Growth Stage.

View Now

Reinventing Supply Chains for an Uncertain Future

Today, businesses are looking for ways to respond quickly to current and potential future disruptions. The use of real-time data and advanced analytics to identify potential disruptions and understand their impact on the end-to-end supply chain is essential to being able to make informed decisions and respond quickly to mitigate risk.

This article will discuss key insights into today’s supply chain challenges and how to address them with a high degree of flexibility, allowing an organization to respond quickly to changing internal and external demands. We will examine pressing issues like demand volatility, business disruptions, inventory optimization struggles and talent gaps currently facing supply chains. The limitations of traditional linear strategies and outdated technologies will also be explored. Finally, we will present advanced solutions like artificial intelligence, blockchain, digital twin modeling and real-time data analytics that are revolutionizing supply chain planning.

Get Whitepaper

Calculate, Interpret and Improve Your DSO

DSO - for Days Sales Outstanding - is an important KPI to keep an eye on especially in fast-growing SaaS companies. It represents the number of days it takes your invoices to be paid by your clients. It, therefore, has an influence on your company’s cash flow. It also signals the efficiency of your cash management process.

There are 2 ways to calculate Days Sales Outstanding:

  • The simple method: a simple formula that calculates the average number of days it takes for your customers to pay your company.
  • The countback method: a more complicated and accurate way to find your DSO, where you go back month-by-month over a period of time.

Need help calculating your DSO? Check out our free spreadsheet that helps you calculate, interpret and reduce it!

View Now

Collection Email Templates to Get Paid

All B2B businesses have one common challenge: getting paid. Even with the best clients, there can be times when invoices are paid late or ignored.

The right Collection emails is the first step towards tackling this challenge and improving your A/R health. Good payment reminders also help you maintain a positive customer relationship in awkward (but necessary) situations.

Keep reading to find out what makes a collection email efficient. You’ll also discover ready-to-use collection templates and tips on how to make payment reminders more efficient for your B2B business.

View Now

8 Tips to Get Paid on Time

Not getting paid means you’re not receiving cash. Cash you need to invest, produce more, hire, and overall just grow. Cash flow issues are serious and can mean big trouble for your business.

Fortunately, we’re here to help! In this guide, you’ll learn about:

  • Best practices for cash collection deployed by industry leaders.
  • Tips to send the best payment reminders emails and letters.
  • Our experts’ advice about how to interpret your A/R metrics.

And much more!

View Now