We connected with Elire Treasury Advisory Services Practice Lead, Cory Bratts, to discuss what obstacles organization’s usually face when tasked with a Transformation to their Treasury Operations or a new Treasury Workstation implementation. Here is what he had to say!
Interested in learning about Elire’s Strategic Treasury Roadmap to avoid these common obstacles? Attend our webinar, “Treasury Transformation: Plotting a Course with Elire’s Treasury Strategic Roadmap” on March 27th.
Elire recently completed a five-part webinar series highlighting functionality in Oracle Cloud Cash Management. The webinar series focused on features essential to Treasury Operations – including Bank Reconciliation, Cash Forecasting, and Payments in the Cloud – while also addressing functionality in the cloud to extend and enhance these features, like Oracle Smart View.
For those interested in learning more, we’ve compiled all five webinars into one convenient post. Our experts recommend watching them in order as they build on information from previous webinars.
To set up a demo or request a call with our Cloud Cash Management Team, please contact Elire Cloud Cash Management Practice Lead, Michael Graham, at 612.486.4220 or [email protected].
Oracle Cloud is a seamless, modern, and intuitive tool used by thousands across the country. With the addition of Cash Management in Oracle Cloud, it’s time for your organization to move its Treasury operations into the future. In this first part of Elire’s Oracle Cloud Cash Management Webinar Series, Elire Principal Treasury Consultant and Certified Oracle Cloud ERP Implementation Specialist, Jason McCabe, CTP, provides an overview into Software-as-a-Service, benefits of Oracle’s Cloud Cash Management solution, Cloud Cash Management features, integration with legacy software, and tips for implementation.
In the second part of Elire’s Cloud Cash Management Webinar Series, Elire highlight’s some of the key functionality to be expected with Bank Reconciliation in the Cloud. Elire Treasury Consultant, Tony Barbato, focuses on Importing Bank Statements in the Cloud, Bank Reconciliation Matching Rules, including the One to Many rule, and Addenda Parse. Check out this opportunity to gain valuable insight into the latest Bank Reconciliation functionality and tips for a successful implementation.
Proper support of a firm’s business objectives can be achieved through the proactive management of a firm’s global cash position and forecast. Liquidity management is a core treasury function that provides knowledge for minimizing an enterprises operational risk through strategic working capital allocations. To succeed, Treasury requires insight into their functional working capital strategies through the unlocking of bank balances and the mobilization of intercompany cash. In this webinar, Elire Managing Consultant, Logan Wacker, explores how leveraging Oracle Cloud provides multi-dimensional analysis that provides deep insight into Treasury’s various liquidity strategies around cash conversion, funding requirements and the management of their strategic investments. Deploying Oracle Cloud as a Treasury work center allows an organization to manage established bank counterparties and their financial markets relationships, to fine tune a global liquidity program.
Oracle’s Cloud Payments interacts with other source products including Cash Management, Payables, Receivables, etc., serving as a funds capture and funds disbursements engine. Cloud Payments acts as a central payment engine for Cash Management by processing Bank Account Transfers and Ad-Hoc payments. It also handles Supplier Invoice payment for Cloud Payables and manages customer refunds, among others. This webinar dives into how Cloud Payments can help your company efficiently centralize the payment process by securely transmitting your disbursement transactions to your financial institutions and providing cash managers with visibility into cash inflows and outflows.
The ability to access and analyze data in real-time is essential to the modern Treasury Department. Smart View is an ad hoc analysis tool that interacts with Oracle Cloud ERP and Essbase cubes. Oracle Cloud Cash Management allows organizations to optimize user productivity with features such as Smart Query, Smart Slice, and drill to source functionality. On-demand cube updates through Smart View give users the capability to perform cash forecasts and determine liquidity positions daily. This webinar explains Smart View functionality included with Oracle Cloud CM and demonstrates how your organization can benefit from performing ad hoc analysis, while having real-time visibility into application cash flows.
Proper support of a firm’s business objectives can be achieved through the proactive management of a firm’s global cash position and forecast. Liquidity management is a core treasury function that provides knowledge for minimizing an enterprises operational risk through strategic working capital allocations. To succeed, Treasury requires insight into their functional working capital strategies through the unlocking of bank balances and the mobilization of intercompany cash. We asked Elire Cloud ERP Expert, Logan Wacker, why organizations should implement Oracle Cloud Cash Management to accommodate Treasury’s Forecasting needs, and what it takes to have a successful implementation. Here’s what he had to say:
Interested in learning more? Attend Logan’s webinar!
Thank you for all who joined us for Part 1 of our Cloud Cash Management Webinar Series: An Overview of Cash Management in Oracle Cloud! Next up is Part 2: Automated Bank Reconciliation – Next Stop, the CLOUD. Join Elire Consultant, Tony Barbato, as we explore some of the features and functionality available for Bank Reconciliation in Oracle Cloud Cash Management – including matching rules and addenda parse. We asked Tony what tips he had for implementation success, and why cloud cash management is a option for your treasury needs. Here is what he had to say:
Part 2 : Automated Bank Reconciliation – Next Stop, the CLOUD
Presenter: Tony Barbato, Elire
Tuesday, October 31st | 2:00 PM – 2:30 PM CDT
In the second part of Elire’s Cloud Cash Management Webinar Series, join as Elire highlight’s some of the key functionality to be expected with Bank Reconciliation in the Cloud. Elire Treasury Consultant, Tony Barbato, will focus on Importing Bank Statements in the Cloud, Bank Reconciliation Matching Rules, including the One to Many rule, and Addenda Parse. Don’t miss out on this opportunity to gain valuable insight into the latest Bank Reconciliation functionality and tips for a successful implementation.
Cash Management has arrived on Oracle Cloud! As your trusted on-premise Treasury Experts, Elire is taking the journey into the future with Oracle Cash Management in the Cloud. For your viewing and learning pleasure, Elire will be taking a dive into Cloud Cash Management’s specific functions including Bank Reconciliation, Cash Forecasting, Payments, and Smartview via a five-part webinar series.
Kicking the webinar series off is Part 1: An Overview of Cash Management in Oracle Cloud. We asked Elire presenter and Principal Consultant, Jason McCabe, why customers should consider Oracle Cloud Cash Management, and what tips he had to ensure implementation success. Here is what he had to say:
Interested in learning more? Attend Jason’s webinar on October 10th!
Part 1 : An Overview of Cash Management in Oracle Cloud
Presenter: Jason McCabe, CTP, Elire
Tuesday, October 10th | 2:00 PM – 2:30 PM CDT
Oracle Cloud is a seamless, modern, and intuitive tool used by thousands across the country. With the addition of Cash Management in Oracle Cloud, it’s time for your organization to move its Treasury operations into the future. In this first part of Elire’s Oracle Cloud Cash Management Webinar Series, Elire Principal Treasury Consultant, Jason McCabe, CTP, will provide an overview into Software-as-a-Service, benefits of Oracle’s Cloud Cash Management solution, Cloud Cash Management features, integration with legacy software, and tips for implementation.
The journey to the Cloud is filled with business process redesigns, and your reporting strategy should be no exception! Our next webinar in the Elire Webinar series, “Moving from PeopleSoft to Oracle Cloud: BI Reporting Best Practices,” is a case study on Elire’s lessons learned and best practices to ensure your reporting strategy aligns with your business needs and implementation timeline. We asked Elire Senior Consultant and Presenter, Aaron Bulthuis, his recommendations for implementation success and what best practices his team found most useful.
Here’s what he had to say:
Want to learn more on developing your reporting strategy in the Cloud? Register for our webinar here.
Moving from PeopleSoft to Oracle Cloud: BI Reporting Best Practices
Presenters: Aaron Bulthuis (Elire) and Karen Costakes (Elire)
Wednesday, August 23rd | 2:00 PM – 3:00 PM EDT
Many of Oracle’s PeopleSoft customers have chosen to move to the future and transition to Oracle Cloud. An important part of the transition is to develop a business intelligence reporting approach that works for your organization. In this webinar, Oracle Gold and Cloud Standard Partner Elire presents a case study to discuss a recent client’s simultaneous implementation of Oracle HCM Cloud and Oracle ERP Cloud, specifically on the importance of reporting standards. Whether your organization is considering a move to the Cloud, are currently mid-implementation, or has already gone live on Oracle Cloud, you’ll learn how to prioritize reporting needs and utilize industry best practices for the reporting development, and reviews the lessons learned during the implementation.
Is your organization struggling with testing after applying the latest PeopleSoft PUM Image? Are you looking to leverage the free Testing utility offered with PeopleTools? Need assistance in getting an automated Testing Strategy developed?
Elire and Quest will be hosting a free webinar Thursday, July 14, 11:00 AM – 12:00 PM Eastern. Testing Made Easyaims to provide an overview of the PeopleSoft Test Framework (PTF), its maturity over the last few years, and its value within PeopleSoft. Subject Matter Expert, Valentin Todorow, will also discuss why PTF is unlike any other testing tool and how it is the most powerful solution to testing on your PeopleSoft application. Lastly, we will demonstrate features of the PTF tool and introduce some of the most advanced reports and recording methodologies developed around PTF.
Register today for Testing Made Easy: How to Leverage PTF with Your Continuous Delivery Model
Biography: Valentin Todorow has over seven of PeopleSoft consulting experience specializing in PTF Development and Implementation. He is a recognized expert in Testing Automation across all PeopleSoft product suites.
Don’t miss out on a chance to connect with PeopleSoft Experts at RECONNECT 2016. Elire will make a splash with four exciting presentations by Continuous Delivery, PeopleSoft Test Framework, and Treasury Subject Matter Experts.
Stop by Booth #801 to meet the Experts and discuss how to leverage your PeopleSoft Tools. Whether your interest is in the future of Cash Forecasting or automating your PeopleSoft testing with PTF, our team is ready to answer your questions and utilize their industry-proven knowledge to your advantage.
Elire’s exhibit will be paired with exciting “deep dive” presentations created to give you detailed demonstrations on optimizing your PeopleSoft products. Check out Elire’s presence at RECONNECT below!
Session #103110 PeopleSoft Treasury SIG Meeting Tue. July 19| 2:15 PM – 3:15 PM | International Ballroom F Presenters: Janet Division (Wells Fargo) & John Scott (Elire)
In this webinar, Elire will showcase a proven methodology to help your organization take the proper steps at the right time to achieve its desired future state. Elire Strategic Advisory Services Director, Richard Merrill, will highlight how to develop a strategic roadmap for your organization to make the right decision for your software and business process direction, based on your organization’s data and goals. Richard, a business process improvement expert with 18 years of industry experience, will provide examples, share success stories, and answer any questions you may have.
Please join us to discover ways for your organization to thoughtfully move forward to its desired state with the confidence and data you need to support your decision.
Are you interested in understanding how Oracle’s Treasury Solution can help you?
Do you currently own and not utilize Oracle Treasury Management modules? Is a Treasury Management licensing purchase in your future?
Would you like to learn how you can get more out of the Oracle Treasury solution you currently have implemented?
Are you looking to implement or planning an upgrade and want an overview of the new features and functionality?
Have you thought about attending the AFP Conference?
If you answered YES to any of these questions, then this webinar is for you. Please join us to discover ways to solve some of your Treasury pain points.
Making Dollars & Sense of Oracle’s Treasury Solution
(October 23, 2013 at 2:30pm EST)
In this webinar, Elire will present the complete guide of Oracle’s Treasury solution to help you thoughtfully move forward to the next step, overcome your obstacles, and efficiently manage your treasury operation. The webinar will demonstrate how to effectively address the key components of people, process, and technology related to Treasury. As an added bonus, an Elire Treasury Technology Expert will add color commentary, provide insight on new features, offer guidance on implementations & upgrades, share success stories, and answer your questions.
Elire is led by a team of experts with the qualifications, experience and credentials necessary to provide the highest quality of service.
Treasury Management Services
See how Elire can enhance your organization’s effectiveness and profitability with our Treasury Management Services. Our treasury consultants average 10 years of ERP implementation, upgrade, and process re-engineering experience. Elire treasury consultants possess the deep process and technology expertise necessary to guide you through your implementation/upgrade and help you take advantage of the best practices and procedures inherent within your software solution.