THE RESOURCE FOR CORPORATE FINANCE, ACCOUNTING & TREASURY PROFESSIONALS
Tom Brennan, VP of Marketing, FinancialForce.com
Scott Travasos, CFO, Blue Shield of CA Foundation
When It’s Time to Upgrade Financial Systems & Do it Right
THE RESOURCE FOR CORPORATE FINANCE, ACCOUNTING & TREASURY PROFESSIONALS
Tom Brennan, VP of Marketing, FinancialForce.com
Scott Travasos, CFO, Blue Shield of CA Foundation
When It’s Time to Upgrade Financial Systems & Do it Right
I knew it was time to upgrade
Separate Systems Weak Internal
Communications
Outdated Systems and
Processes
No Control over Data
Manipulation
Source: Comscore, June 2011
Social Users Exceed Email Users
“The expectation now is that the tools people use at work are as easy and as fun as the ones they use in their personal life” (David Stein – CEO Rypple)
• Customer interaction data readily available to Finance
• Finance Department spends less time emailing
• Finance and Other Departments relationship more collaborative
• Less Work! Employees outside of finance can see data
Life in the Finance Dept After
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