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GM - Finance (Billing (Close schedule, AM Meetings, Salesforce reporting,…
GM - Finance
Billing
Close schedule
AM Meetings
Salesforce reporting
Projects to improve
QA - Claims module upload
Billing handover docs
UNINV - tracking checks
AM checks - BI Reporting
QA - team training and absorption
IT cases
UNINV rhythms and timing
Claims
Customer claims - Credit involvement
Rejected and absorbed claims
Move to weekly
Reporting and impact on figures communication
Root-cause with RMs to stop claiming
Weekly and monthly rhythms
Carrier meeting, minutes and actions - top 10 list
Pending reporting
BI Tool - move claims over - need to interact
Move SOA over to AP
COGS Reporting
People
KPIs
Next steps - career progress
Weekly and monthly rhythms
Recruit 2x Billing Officer
Recruit 1x AP Manager
NPS - FY21 introduction
MDM
Prioritisation
Salesforce templates
Weekly reporting
Cross-training
Geppetto
Importing
Checklist EOB Thursday
Follow up and results
Old invoice alert
Materiality received
IT dev / template updates
AP
Reporting structure
Weekly / monthly rhythms
Inbox management
Analysis and findings
SOA and efficiencies