The CFO’s Guide To Tech-Enhanced Revenue & Profit Strategies

Historically, CFOs were often seen as the “CF-No,” focused on controlling budgets and curbing expenditures that didn’t align with financial plans. However, today’s CFOs are better described as the “CF-Know,” with a comprehensive understanding of the entire business ecosystem. This shift has empowered them to offer insights that fuel organizational success rather than just manage costs.

Today's CFOs are responsible for risk management, human resources, and technology strategy. Additionally, the scope of their influence now includes critical components like Environmental, Social, and Governance (ESG) factors, digital transformation, and strategic leadership, reflecting the complexity of today’s business environment.

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Seven Financial Stewardship Principles for Churches

In church leadership, stewardship is a key value, particularly regarding tithing and generosity. However, stewardship also extends to how churches manage their resources, such as finances, people, time, and facilities. To achieve their mission, churches must use these resources wisely and faithfully. By following essential financial stewardship principles, church leaders can foster sustainable growth and fulfill their God-given purpose.

This guide presents seven foundational principles to help churches manage their resources effectively while aligning their financial practices with their spiritual mission.

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The Nonprofit Guide to Collaborative Budgeting

Nonprofits face a challenging landscape characterized by financial constraints and evolving stakeholder expectations. To navigate these challenges effectively, adopting innovative financial strategies like collaborative budgeting is essential. This approach not only aligns with an organization’s mission but also enhances adaptability in a dynamic environment.

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Streamlining the Budget Process for Enhanced Organizational Efficiency

Efficient and effective budget management is crucial for the sustainability and growth of any organization. Streamlining the budget process not only reduces the time and resources spent on budgetary activities, but also enhances the decision-making capabilities, ensuring that financial resources are allocated optimally. Our Martus experts have outlined a three-step approach to refine and improve the budgeting process within any organization, ensuring they are aligned with their strategic goals and operational needs.

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Change Management and Automation: Gaining Buy-in and Smoothly Implementing Change in Your Workforce

Your guide on how effective change management techniques can make the transition to automation seamless.

If there is resistance at any level of an organization looking to automate, implementing new or upgrading existing processes can feel like an impossible mission. Check out this whitepaper, co-authored with IOFM, to discover how implementing change management techniques can make automation adoption as seamless and beneficial as possible.

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End-to-End AP Automation Software Evaluation Guide

Your guide to understanding the benefits of end-to-end automation software and tips to help you find the perfect software partner.

Making a change to Accounts Payable processes can seem intimidating. There are countless solutions out there and picking the wrong one could leave your team in a worse place than where they started. Knowing what to prepare and how to engage in useful discussions both internally and with software vendors is essential to finding the perfect match for your organization. But where do you start?

This guide is designed to give you a head start on your evaluation journey with resources to help you research, evaluate, and eventually partner with an invoice-to-pay automation provider that will set up your finance team for long-term success.

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Kitting Brochure

Simplify standardized work for the operator with an easy-to-use, plug-n-play kitting and part picking solution. Help ensure the right part is delivered to the right place at the right time. Download our Kitting brochure and learn how to error proof and streamline material handling for almost any assembly process while collecting data along the way.

Key Takeaways:

  • Supports various hardware needs such as plug-n-play I/O sensors and switches, barcode scanners, and vision systems.
  • Unmatched flexibility and control – you are no longer locked into hardware or a rigid system.
  • Quick and easy configurations – no programming needed.
  • Maximize quality management and error proof both load and pick side.

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Track & Trace Brochure

Manufacturing traceability is a critical requirement for industries globally to reduce risks, meet regulatory requirements, and stay competitive.

Epicor Connected Process Control provides a robust traceability and quality control software solution, helping manufacturers to easily store, retrieve, and report on part status and product genealogy. Download our Track & Trace brochure to get an in-depth overview of our traceability solution and how you can maximize quality and throughput on the plant floor while reducing costs.

Key Takeaways:

  • To implement a traceability solution, parts or lots need to be marked.
  • Our system allows for various tracking methods, from serial number barcode scans to RFID tags, or through PLC tasks – in any combination or order.
  • With real-time data insight, teams can quickly identify quality or compliance issues, develop repair/rework strategies, and contain suspect parts – ensuring first time quality scores remain exceptional.

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3 Examples of Real-World Results Using CPC

In the world of modern manufacturing, the strategic application of digital process control has proven to accelerate real improvements on the factory floor. In this eBook we’ll showcase how three companies leveraged Epicor Connected Process Control (CPC) software, offering insights into their specific use cases and implementation, as well as their outcomes.

Key Takeaways

  • Learn how an electronics manufacturer was able to increase throughput by 38%.
  • Discover how a company was able to decrease training times for new hires by more than 80%.
  • Learn how an industrial pump manufacturer leveraged the system to gather data for ROI and asset allocation.

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4 Steps to Accelerate Training & Onboarding with Digital Work Instructions

Staff shortages, high turnover, and long training and onboarding times continue to drive up labor costs and hinder efficiency. In our quick tips guide, learn how digital work instructions with standardized process control is revolutionizing manufacturing training. Discover 4 practical steps to help accelerate learning curves, enhance operational efficiency, and ensure seamless transition to the factory floor.

Key Takeaways:

  • Review the limitations of traditional paper-based training.
  • The opportunity modern technologies are providing manufacturers to help train new employees and upskill existing employees.
  • Learn four practical steps to help develop faster and better training programs using digital work instructions – ultimately setting operators up for success.

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Voice of the Essential Worker: Manufacturing 2024

Technology, supply chains, economic uncertainty—these issues define manufacturing today. So, what do frontline factory workers really think about them?

In this report, 600 frontline workers respond to questions about upskilling, technology, and workplace morale. Findings include:

  • 39% say their company is “very modern.”
  • 45% say morale at their company is high.
  • 70% say their company is prioritizing upskilling.

Access the report to get all the insights, including actionable takeaways for manufacturing leaders.

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What Do CFOs Need To Succeed, Now And In The Future? 

Economic uncertainty has significantly elevated the importance of the CFO, according to a recent survey from IDC. Today's CFOs are responsible for enforcing financial discipline, capitalizing on new technology like AI, and managing costs efficiently—all while seeking answers to the big questions:

  • Which tech helps us better understand our numbers?
  • How can we improve profitability?
  • How will we drive growth?

Access this white paper to learn how CFOs became strategic leaders—and what they're doing to enable business success.

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Gain a Competitive Advantage with Part-on-the-Fly

In modern manufacturing, the ability to satisfy one-off customer needs without disrupting daily processes is critical. With Epicor Kinetic, manufacturers can maintain ERP flexibility through a feature called “part-on-the-fly.”

Access this eBook to learn how part-on-the-fly can help you stay agile and increase efficiency in a fast-moving, dynamic manufacturing environment.

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Six Boxes to Check for a Successful ERP Transformation

To optimize performance in a digital world, manufacturers need scalable ERP solutions that can meet day-to-day needs while controlling key processes—without added complexity or cost. The right ERP solutions can help you:

  • Reduce risk and promote greater business continuity.
  • Transform workforces to deliver a competitive advantage.
  • Provide the scalability needed to help ensure growth.

Access this eBook now to learn how to build a strong foundation for the future growth.

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Tax and Compliance Success with Vertex and Oracle

As global tax and compliance regulations continue to evolve, the need to align your tax and financial processes and platforms to meet your obligations has never been higher. In this webcast, hosted by the Oracle Applications and Technology Users Group (OATUG), learn the steps Oracle users can take to help improve efficiency, reduce risk, and optimize your tax and financial processes and Oracle applications.

Watch this webcast to learn about:

  • New and emerging areas of risk and opportunity related to global tax and compliance.
  • Vertex’s global tax and compliance solutions and partnership with Oracle.
  • Enhancements and additions available in the integrated platform of Vertex and Oracle solutions.
  • What’s coming in 2023 and beyond.

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