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Spend Management

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Trace Updates
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June 24, 2021

What's New In Trace | June 24, 2021

Empower your budget owners with role-based budgets. Lighten their load with project requests. And help them understand budget-to-actuals variances with G/L drill-down.
Mike Gonzalez
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March 3, 2021

What is Finance Service Management (and why you should care)

Finance Service Management is the scope of work performed by people, processes, and systems to satisfy the financial needs and requests coming from the business. It drives efficiency in operations, promotes collaboration between finance and business partners, and delivers insights and automation across systems.
Mike Gonzalez
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July 14, 2020

Tips for Managing a Budget

With the right planning and processes in place, financial management will be a breeze. Department performance will improve and you'll build trust with your team and the rest of leadership. Be dependable and crush your next board meeting when targets are reviewed.
Mike Gonzalez
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July 12, 2020

Building harmony between Procurement and FP&A

A harmonious relationship between Procurement and FP&A can be a superpower for Finance teams. Unfortunately, most Procurement and FP&A teams don’t work well together. Learn why and what we can do to change this.
Steven Austgen
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June 23, 2020

Revamp the Way You Track & Manage Software Subscriptions

Stop wasting money on unused subscriptions and auto-renewals. Take control of your company's growing list of subscriptions.
Steven Austgen
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May 30, 2020

Software Spend Management Model

Keep track of your company's growing list of subscriptions to eliminate wasted capital, monitor renewals and forecast expenses.
Mike Gonzalez
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April 18, 2020

RFP Questions for Assessing Modern Procurement Operations

This resource outlines the critical functions and processes of modern purchase operations. It was created specifically for Procurement, FP&A and Accounting leaders at companies with a dedicated procurement function.
Mike Gonzalez
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March 21, 2020

Cost-Cutting: The Low Hanging Fruit

COVID-19 has pushed fiscal discipline and cost-cutting into hyper-drive. Every business needs to clean things up and spend wisely. To help, we put together a list of spend categories to focus on and provide actionable tips to capture cost-savings.
Mike Gonzalez
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March 5, 2020

Critical Supplier Assessment

Critique the granular details regarding a potential supplier and determine the overall incremental risk the partnership may bring to your organization.
Trace Updates
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February 26, 2020

Supplier Risk Management Policy

This policy defines a framework for managing supplier relationships. It describes expectations for classifying suppliers based on risk; establishes appropriate measures to mitigate risks; and outlines processes and associated controls.