Ensuring Buy-In on Compliance Software

Purchasing a solution that transforms the way you work is valuable for everyone in your organization. You just need to help them understand what’s in it for them.

This cheat sheet will help you navigate the buy-in process by giving you key insights on what each stakeholder cares about, how they’ll benefit, and strategies to gain their support.

Get the right people on board and make your compliance software purchase smooth and successful.

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MASTERING MEDICARE ENROLLMENTS: A Smarter Approach for Credentialing Professionals

Enrolling providers in Medicare shouldn’t feel like navigating a maze — but one wrong step can lead to delays, denials, and lost income. Whether you’re managing revalidations, onboarding new hires, or correcting provider data, every day counts.

Created in collaboration with Principal of KRS Management Group, LLC, Kelley Sewell, this guide is your essential resource for avoiding the most common enrollment pitfalls and streamlining every step from initial applications to revalidations.

Inside the guide:

  • Why a one-day delay could cost you over $10K
  • Common causes of enrollment delays and how to prevent them
  • How to reduce errors using automation and data syncs
  • And more!

If you handle credentialing or enrollments, you can’t afford to miss this.

Fill out the form to download the Medicare Enrollment Guide now.

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The Ultimate Checklist To Get Real Value From AI in Healthcare Compliance

In an environment where accuracy, accountability, and safety are non-negotiable, any tool introduced must meet a higher standard. So, how do you know which artificial intelligence (AI) tools or workflows will go beyond the buzz to provide real impact in a high-risk environment with little room for error?

Download this checklist to help you separate AI hype from real-world value. With AI that makes a real impact, you’ll gain a competitive edge and be better positioned to overcome today’s financial pressures and uncertainty.

Use the checklist to:

  • Avoid regret when selecting new AI-enhanced tools
  • Get the greatest impact from AI in your existing technology
  • Make the case for AI that will make a difference

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Compliance Reports Healthcare Leaders Can’t Live Without

Without complete healthcare workforce compliance and credentialing reports, your risks are higher, you’re reactive, and you have a greater chance of penalties and lost revenue.

Use this guide to see if you have the information you need to surface trends and take action. With report examples, you can replicate the insights and provide the information and visibility leaders expect. You'll be confident your reports are working FOR you, saving time and stress.

Here are the nine report examples you get when you download the guide:

  1. Compliance Training Report
  2. Incident Trend Report
  3. Policy Details Report
  4. Contract Details Report
  5. Credentialing Report
  6. Payer Enrollment Report
  7. Payer Roster
  8. Exclusions Report
  9. Board of Directors Report

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Don’t Trust Your Gut: Become a Data-Driven Parts Distributor

Data-focused companies gain unique insights that prevent lost revenue and reduce unnecessary expenses. Leveraging data for strategic decisions optimizes supply chains, enhances customer experiences, and improves business processes. However, many parts distributors haven't yet realized its value. Start with this actionable guide to becoming a "data-driven parts distributor," capable of transforming data into growth. It outlines seven key challenges in collecting, organizing, analyzing, and acting on data, providing practical advice to overcome these obstacles.

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ERP Meets Last-Mile Logistics: Key Features for Building Bigger Profits

Today’s supply chains are increasingly complex. From the time someone places an order to product delivery to payment, there are numerous steps for logistics and finance teams. Integrating enterprise resource planning (ERP) systems with specialized last-mile logistics system can streamline this complicated process. While ERP systems are the foundation for business operations, a last-mile logistics system provides the tools you need for real-time tracking, route optimization, proof of delivery, returns management, and more. An automated and streamlined workflow manages much of the work and ensures your data is always up-to-date. Integration creates a unified system that improves customer satisfaction, creates significant efficiencies, and produces demonstrable bottom-line savings.

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Data at the Core of the Aftermarket

The automotive aftermarket thrives on data, driving precision, speed, and customer satisfaction. Manufacturers, parts distributors, and service dealerships need advanced data-centric tools for profitable operations and great customer experiences.

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The Evolution of the Automotive Aftermarket Outlook

The global automotive aftermarket is in a transformative era, driven by disruptive vehicle technologies, shifting consumer behaviors, new business models, and increased vehicles in operation (VIO). Frost & Sullivan’s research has identified the top transformations currently facing businesses in this market; these can serve as both challenges and new growth opportunities. Our new VBook empowers you with actionable strategies to help your business thrive and lead the way forward in the aftermarket industry.

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Deal-Readiness Checklist for Private Equity

In dealmaking, the only predictable thing is that nothing is. Some things you can't plan for - but you can prepare.

The right platform lets you stay competitive while other stay confused. With smarter technology backed up by human expertise, you gain the confidence to move on any opportunity at a moment's notice.

In an uncertain climate, being ready is everything. Find out how ready you are - now.

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Deal Drivers: Americas Q1 2025

You can only plan for so much. Just as the markets were relaxing into post-election certainty, tariffs blew in like an Atlantic squall. But not everywhere is underwater yet. A prevailing appetite for megadeals has seen values actually soar in Canada, Latin America, and the Southern US, though plummeting volumes have drained value everywhere else.

With big strategic deals still very viable, will the market rally in the face of the new economic pressures from the US? See the full outlook in Deal Drivers: Americas Q1 2025, produced by Datasite in partnership with Mergermarket. Map prospective deal activity and gain insights across the Americas, including:

  • Peru
  • Bermuda
  • Canada
  • Western US
  • Midwestern US
  • Southern US
  • Northeastern US
  • Brazil
  • Latin America (excl. Brazil) and the Caribbean

Though cross-border M&A especially faces valuation roadblocks and supply chain woes, leading sectors like TMT and Biotech remain strong, while Canada's Industrial & Chemicals sector is right now carrying the team. Follow the unfolding saga - download the report now.

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10 Reasons Businesses Shouldn’t Use QuickBooks

Are you still relying on QuickBooks for your growing business? Discover why leading finance directors are making the switch in our new ebook, "10 Reasons Businesses Shouldn't Use QuickBooks."

This concise guide reveals the hidden limitations of QuickBooks that could be holding your finance team back. You'll learn how more advanced financial management solutions can streamline operations, improve reporting accuracy, and empower your strategic decision-making-capabilities that QuickBooks simply can't deliver as your business scales.

Why download this ebook?
If your organization is outgrowing QuickBooks, this resource will help you identify the roadblocks to efficiency, compliance, and growth that many finance leaders face. It’s packed with actionable insights to help you modernize your finance function and gain a competitive edge.

Inside, you’ll discover:

  • Why QuickBooks falls short for accountants and finance leaders-and what you need for deeper financial insight and compliance.
  • How limited automation and poor integration waste your team’s time-and what best-in-class automation can do for your close process and forecasting.
  • The risks of manual workarounds and spreadsheet dependency-and how better tools can free up your team for strategic tasks.

Don’t let outdated tools slow your progress. Download the ebook now and see how your finance team can work smarter, not harder.

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5 Signs Your Engineering Firm Has Outgrown QuickBooks

Is your engineering firm still relying on QuickBooks to manage complex projects and multi-entity operations? Our new ebook, “5 Signs Your Engineering Firm Has Outgrown QuickBooks,” reveals the critical limitations holding back growing engineering services organizations-and how you can break free.

This essential guide explains why so many finance directors in the engineering sector are moving beyond QuickBooks to solutions like Sage Intacct. You’ll discover how to eliminate manual workarounds, gain real-time project profitability insights, and automate revenue recognition-capabilities that QuickBooks simply can’t provide as your firm scales.

Why is this ebook valuable for engineering finance leaders on QuickBooks?
Engineering firms face unique financial challenges: complex project accounting, multi-entity management, and evolving billing models. QuickBooks, built for basic accounting, forces teams into error-prone spreadsheets and manual processes that drain resources and hinder growth. This ebook shows you how to modernize your finance function, streamline your workflows, and provide your leadership team with the insights they need to drive profitability and growth.

Key Takeaways You’ll Find Inside:

  • Automate and Integrate: Learn how to eliminate hours of manual data entry and spreadsheet reconciliations with automation and seamless integration-freeing your team to focus on strategic work, not repetitive tasks.
  • Real-Time Project Profitability: Discover how to gain instant visibility into project margins, utilization rates, and earned value with dimensional reporting and customizable dashboards, so you always know which projects and clients drive your bottom line.
  • Simplify Multi-Entity and Revenue Recognition: See how to manage all your entities in one place, automate intercompany transactions, and ensure compliance with complex billing and revenue recognition standards-without the headaches of manual consolidations and error-prone spreadsheets.

Don’t let outdated tools limit your firm’s potential. Download the ebook now to see how leading engineering finance teams are working smarter, not harder.

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5 Signs Your Professional Services Firm Has Outgrown QuickBooks

Is your professional services firm still relying on QuickBooks? Discover the five Key signs you’ve outgrown it-and how top firms are accelerating growth and profitability by making the switch-in our new ebook, “5 Signs Your Professional Services Firm Has Outgrown QuickBooks.”

This concise, actionable guide outlines the unique challenges facing finance leaders in the professional services industry, from manual processes and multi-entity headaches to project profitability blind spots and revenue recognition complexities. If you’re producing reports in Excel, struggling with complex billing, or spending too long closing the books, this ebook is tailored for you.

Why download this ebook?
QuickBooks may have served you well in the early days, but as your firm grows, it can trap your team in inefficient workflows and error-prone processes. This guide reveals how modern financial management solutions empower finance leaders to automate operations, gain real-time visibility, and make data-driven decisions that drive firm-wide performance and client satisfaction.

Key Takeaways You’ll Find Inside:

  • Eliminate Manual Processes: Learn how automation and integration can free your team from time-consuming data entry, reduce errors, and streamline billing, revenue recognition, and financial close.
  • Gain Real-Time Insights: Discover how to move beyond outdated, disconnected Excel reports with real-time dashboards and dimensional reporting-so you can analyze profitability by client, project, or practice area instantly.
  • Simplify Multi-Entity & Complex Billing: See how purpose-built solutions handle multi-entity management and sophisticated revenue recognition, eliminating manual consolidations and ensuring compliance with accounting standards.Don’t let outdated tools hold your firm back.

Download the ebook now and see how leading professional services finance teams are working smarter, not harder

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5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks

Is your organization still relying on QuickBooks to manage your growing financial needs? As nonprofits expand, so do the complexities of their finances-and QuickBooks often can’t keep up. That’s why we’ve created the must-read ebook, “5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks (and What to Do About It).”

This concise guide is designed specifically for nonprofit financial leaders. It explores the unique challenges nonprofits face as they scale, from complex grant management to mission-critical reporting, and reveals how modern cloud solutions can help you automate, streamline, and amplify your impact.M

Why Download This Ebook?
If you’re spending too much time on manual processes, struggling with reporting transparency, or finding audits increasingly difficult, this ebook will help you identify the warning signs and show you how to move forward confidently. You’ll learn how to save valuable hours, improve stewardship, and support your mission with better data and automation.

Key Takeaways:
Unlock Real-Time Visibility: Discover how to move beyond backward-looking reports and gain instant, actionable insights into your organization’s financial health, program outcomes, and donor impact.

Automate Manual Workflows: Learn how modern nonprofit accounting solutions eliminate error-prone spreadsheets, streamline revenue recognition, and accelerate your monthly close-freeing your team to focus on mission advancement.

Strengthen Stewardship & Compliance: See how a robust audit trail and integrated systems make audits easier, improve transparency for donors and boards, and support sustainable growth without adding headcount.

Don’t let outdated tools slow your mission. Download your copy of “5 Telltale Signs Your Nonprofit Has Outgrown QuickBooks” now and discover how leading nonprofits are building stronger, more agile finance operations.

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Don’t Trust Your Gut: Become a Data-Driven Parts Distributor

Data-focused companies gain unique insights that prevent lost revenue and reduce unnecessary expenses. Leveraging data for strategic decisions optimizes supply chains, enhances customer experiences, and improves business processes. However, many parts distributors haven't yet realized its value. Start with this actionable guide to becoming a "data-driven parts distributor," capable of transforming data into growth. It outlines seven key challenges in collecting, organizing, analyzing, and acting on data, providing practical advice to overcome these obstacles.

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