Crisis Driven Headcount Management, Part II - Capacity Driven Headcount Management

Capacity Driven Headcount Management (CDHM), is a Disruptive Technology, combined with analytics, delivering a very different approach to the traditional spreadsheet collections methodology and changes the paradigm of “Crisis Driven Headcount Management”.

ERP-based A/R automation programs do not consider capacity in their workflow generation. This is a recipe for disaster.

Overloading your FTE’s (Full Time Employees) ensures you will be back to using spreadsheets to “really plan” FTE activities. In essence, what is needed is Order-to-Cash (OTC) Capacity Planning across OTC departments and resources.

This webinar will review:

  • OTC Full time employees (FTE’s) have a finite amount of capacity, or number of events they can accomplish in a given day. These are called FTE Events (FTEE’s = Collections Phone Calls, Dunning Letters, Invoice Reprints, Risk Calculations, Disputes Resolved, Order Releases, etc.).
  • How companies are: a) Increasing FTEE speed and capacity; and b) Making sure that each FTE is maximizing the dollar value of each FTEE to create greater impact to available working capital.


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Chris Caparon

COO, VP of Professional Services
Cforia Software

In Chris’s twenty years with Cforia as one of its founders, his methodologies have driven successful outcomes based on superior technology integrated with proprietary real-time data integration tools across complex and disparate ERP and supporting systems of record.

Revolutionizing the Order to Cash Process
Cforia Software is the leading provider of end-to-end order to cash solutions, enabling even the most complex organizations to achieve a single view of A/R across business units and functional point solutions. Seamless integration and real-time syncing with existing ERP and third-party systems enables:

  • Consolidated view of data across disparate tasks and workflow
  • Predictive modeling that gives you better than real-time insight
  • Ability to pinpoint opportunities to improve efficiency via automation
  • Better information sharing across cross-functional teams
  • Enhanced working capital management and profitability
  • Vastly improved customer experience at every touchpoint

8 AI-Powered Modules, 1 View of Accounts Receivables

Highly configurable modules within the Cforia platform provide solutions to optimize every stage of the cash to order cycle while empowering your business with critical visibility across currencies, languages, businesses, and EPRs

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Real-time data and automated dunning and workflows free up A/R headcount to focus on priority accounts, reducing DSO.

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Order Management

Advanced data analytics improve speed and accuracy of credit decisions, reducing bad debt and improving customer experience

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Credit Management

Ongoing trend analyses enhance credit scoring models and integrated workflows make the decisioning and approval process more efficient

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Customer Self-Service

Enhance the customer experience and reduce the burden on your support team by enabling the ability to view and pay invoices online.

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Invoicing & eBilling

Electronic invoice delivery reducing errors and delays typical with manual paper invoicing and adds the option of convenient online payments.

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Deductions & Disputes

Streamlining the process reduces resolution cycles and better data capture and analysis uncover root cause and important trends.

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Cash Application

Automating advanced remittance matching across data sources improves team productivity and increases accuracy.

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Reporting & Analytics

Cross-platform data visualization and analysis provides the visibility and insights that lead to optimized business performance & growth.

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