Remote Treasury Management System Implementations

In this episode, Actualize Consulting’s COO Kerry Wekelo and Senior Manager John Kruger discuss best practices for a successful remote Treasury Management System Implementation. Listen to learn:

-        Common challenges faced in remote TMS implementations and how to combat them

-        A six-phase approach to smooth implementations

-        Project management styles that foster a clean transition

About Kerry Wekelo

-        Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.

-        Email: [email protected] 

 About John Kruger 

-        Senior Manager at Actualize Consulting with over 10 years of experience. He specializes in Treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management.

-        Email: [email protected]

 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]