Integrating Treasury Management Systems and Enterprise Resource Planning Systems

Actualizing Success

English - October 11, 2021 04:00 - 27 minutes - 19 MB - ★★★★★ - 1 rating
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Previous Episode: Developing the Private Label Residential Mortgage Backed Securities Dataset

Next Episode: Commercial MISMO Data Standards Initiatives

In this episode, Actualize Consulting Director Priscila Nagalli, CFA, CTP and Principal of Stormloop Technologies Scott Rushton discuss the integration of TMS and ERP Systems, including:

- Best practices to ensure seamless integrations

- Identifying an efficient implementation plan

- Understanding the project timeline

- Important factors to consider in the decision-making process

- Project management recommendations

About Priscila Nagalli

- Director at Actualize Consulting with over 20 years of experience as an economist, CFA, and CTP Charterholder. She has extensive expertise in international cash, payment, investments, compliance, liquidity and currency risk management, as well as a background working with structured funding scenarios on both emerging and developed markets.

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/priscila-nagalli-cfa-ctp-b8056713/

About Scott Rushton

- Principal of Stormloop Technologies. After spending 2 years with a Workday partner, Scott found his niche helping companies streamline business processes, guiding companies through implementation. In 2018, he started boutique consulting firm Stormloop Technologies specializing in Workday integrations, adaptive planning, and Salesforce. Stormloop Technologies delivers technical and functional expertise to clients across their HR and Financial Systems, helping them maximize their cloud-based application utility.

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/scott-rushton-3aa945a3/

Stormloop Technologies Website: https://stormlooptech.com/

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.

More Info:

Website: www.actualizeconsulting.com

If you have any questions or comments, we’d love to hear from you. You can contact us at [email protected]