We provide on site and telephone-based consulting to a wide range of companies. Our clients include many large public and private companies in a broad range of industries.
Engagements for end users
Consulting engagements have been performed for over 100 companies in financial services as well as large research universities, healthcare providers, consultants, retailers, manufacturers, utilities and governments. Some type of engagements are:
In-depth review of AP and Procure-to-Pay processes, procedures and controls
Develop an AP Automation Plan
Develop a Request for Proposal and Evaluation Criteria
Assess Regulatory Compliance
Identify process improvements and system enhancements
Some recent engagements performed for end users in 2011 are listed below:
Performed an in-depth review of the Procure-to-Pay process for a Fortune 500 retailer.
Reviewed the Disbursements operation for a large private research university.
Performed a Regulatory Compliance of the Accounting Operations of a large Canada-based Multinational Software firm.
Assessed the Vendor Master File and associated procedures and controls for a Fortune 500 company.
Developed a strategy and project plan for merging and consolidating multiple accounts payable operations using different software packages onto a common centralized platform.
Provided customized guidelines for new vendor setup and vendor file cleanup after the merger of two large companies.
Performed a Procure-to-Pay Process review for a Fortune 1000 health care provider.
Reviewed and assessed a Request for Proposal for a vendor portal and responses from several bidders. Identified key questions to ask vendors and their references as well as suggested key functionality.
Engagements for solution providers
We also work closely with firms providing products and services to Financial Operations, Procurement and Accounts Payable organizations. They have drawn on Casher's knowledge, expertise and insights of trends, problems and opportunities. We assist them by performing confidential evaluations of the functionality, features and benefits of their existing and new products and services.
Some recent engagements performed for solution providers in 2011 are listed below:
Reviewed the Business Plan for a venture funded firm providing new services in the Procurement and Accounts Payable marketplace.
Reviewed and assessed a new product for the developer of a Procure-to-Pay service.
Assisted in the assessment and preparation of a business plan for new online services for Accounts Payable professionals.
Assisted in the enhancement of existing collateral material and the development of new collateral material for a firm providing services to the Procure-to-Pay market.
Prepared an updated white paper, Must Have Metrics, on how to develop and use metrics and benchmarking
Prepared a white paper, Getting To Yes, on how to build the business case and get approval for your next automation project.
Wrote two chapters of the IOMA Institute of Finance and Management's Accounts Payable Compliance and Tax Handbook.
Wrote two chapters of the IOMA Institute of Finance and Management's Controllers Compliance and Tax Handbook.
Contributing editor to the IOMA Institute of Finance and Management's Accounts Payable Best Practices Handbook.
Wrote several chapters and developed slides for the 2012 IOMA/TAPN Accounts Payable Certification program.
Developed 11 new presentations and 4 new half-day and full-day workshops on a wide range of accounts payable and procure-to-pay issues.
Led a team that developed a strategic plan and competitive analysis for a company providing services to Accounts Payable and Procurement organizations.
Provided analysis and commentary to augment several white papers and research reports on a range of financial operations topics.
Developed marketing and promotional materials for several new products and services directed towards CFOs and Controllers.
Developed and analyzed results of several surveys on AP automation, decision making, strategies and goals.
Wrote several articles for IOMA's Managing Accounts Payable Newsletter and became a member of their Editorial Advisory Board.
Assisted in developing the program for an AP Automation conference held in 2011.
Led the development of the programs and obtained speakers for IOMA's 2011 AP Conference and Expo, IOMA's 2011 Controllers' Summit and IOMA's 2012 AP Automation and Operations Conference.
