Document customer interactions and collection activities. This guide covers notes and activity logging, collection activity tracking, promise-to-pay management, and more.
Notes and activity logging
Notes and activity logging is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.
Collection activity tracking
Collection activity tracking is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.
Promise-to-pay management
Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2. - Limited Change Management Expertise: Insufficient planning for how new ways of working will be integrated and sustained.
Customer communication history
Customer communication history is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.
Dunning letter automation
Our Framework draws on recognised best practices, including Lean Management, Six Sigma, and the principles of Hyperautomation (encompassing Robotic Process Automation, Artificial Intelligence, and advanced analytics). This proposal outlines:
- Principles and Benefits of Lean Management, Six Sigma and Hyperautomation
- The DRIVE Framework and how it will be embedded within your Finance function
- Expected Benefits and Benchmarks, including cost savings, process efficiency, and staff rebalancing
- Challenges and Success Factors in adopting the Framework
- Commercial Proposal based on a fixed fee, plus variable fee based on the number of hours saved through this initiative
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2. Underinvestment in Technology: ERP and automation solutions may not be updated regularly, or fully implemented, limiting the ability to streamline workflows. Process Automation: Widespread adoption of ERP modules, RPA, and workflow tools leading to increased efficiency. Overall Reduction in Headcount: Traditional data-entry roles have shrunk as automation has advanced.
Getting Started
To implement tracking debtor management activities with notes in your Predictiv environment:
1. Assess your current state - Review existing processes and identify improvement opportunities
2. Configure the module - Work with your implementation team to set up the required components
3. Train your team - Ensure users understand the new capabilities and workflows
4. Monitor and optimize - Track key metrics and continuously improve
Related Resources
For more information on related topics, explore our other guides in this collection.
Need Help?
Our team of experts is available to help you get the most out of Predictiv. Contact us to discuss your specific requirements and how we can help you achieve your goals.