Day One

9:00 am - 9:45 am Case Study: How Maersk is driving efficiency in Accounts Receivable Collections through Cloud Telephony Automation

Vineet Mehra - Product Head, Global Process Owner, AP Moller Maersk

AR collection teams are often burdened by a vast number of calls leading to a large amount of customer base either not being prioritized effectively, or simply impossible to prioritize when handled by manual call teams. Maersk has taken steps to drive efficiency and effectiveness in collection processes by implementing a cloud-based dialler solution, automating the dialling process by identifying available agents and allowing for real-time analytics to support collectors and workforce management. Before implementing the solution, the use of manual processes only covered 10% of collection call lists - automation of the process across around 60 countries has led to a three-fold increase in maximizing agent productivity and improved customer contact rate.

 For this session we are joined by Vineet Mehra, General Manager, Product Lead - Order to Cash for AP Moller Maersk, to share his insights on cloud automation for AR collections.

Join this session to hear more on:

  • Automating AR collections processes and utilizing real-time analytics to support teams to drive efficiency.
  • Effective change management when rolling out cloud-based automation solutions from scratch including workforce planning, new collection strategies and refined KPIs.
  • Determining the right vendor to provide automated point solutions for your finance processes.
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Vineet Mehra

Product Head, Global Process Owner
AP Moller Maersk

Per Gartner, around 80% of Finance and Accounting leaders have implemented or are planning to implement RPA.  Cloud adoption and implementation of new digital technologies however remain a challenging feat for many organizations.  As RPA grows beyond automation of A/P and A/R processes, Finance leaders are under pressure to increase the ROI on finance automations as they scale out of shared services and into other finance subfunctions such as procurement, tax, or treasury.  RPA in Finance is also evolving from simple individual task automation to complete process automation that could improve the accuracy of financial analysis and forecasts. This involves combining finance automations with other AI, ML, NLP, IDP or intelligent automation technologies. 

 In this session, join Darshan Jain, Industry Practice Leader for Banking, Financial Services & Insurance at Nintex and Will Thomas, Managing Director at Protiviti as they discuss: 

  • How to discover, document, and rank process automation candidates 
  • Selected F&A process candidates depending on where you are in your automation journey 
  • The merits of combining an end-to-end process view with Workflow and RPA 
  • How to scale beyond A/R and A/P 
  • Emerging examples of AI being used in F&A automations 


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Darshan Jain BSc, MBA

Industry Practice Leader - Banking, Financial Services & Insurance
Nintex

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Will Thomas

Managing Director
Protiviti

11:00 am - 11:45 am Scaling Critical Finance Operations in 2023 through Innovative Automation

Billy Guardino - Strategic Accounts, Pipefy

Finance processes are critical for any organization to build and maintain. But many teams are still relying on outdated systems or manual processes for their critical business operations.

Process automation takes existing workflows and processes and builds on that foundation to create iterative, automated solutions to remove time-consuming effort and reduce error-prone data entry. This session will cover why automation will be imperative for finance teams moving into 2023 and how to get started when you don't know where to start.

Join this session to learn:

  • Top finance processes for automation in 2023
  • How to build a solution customized to your existing finance operations
  • Best practices for building and scaling processes for maximized efficiency
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Billy Guardino

Strategic Accounts
Pipefy