Insights-driven Transformation Series for Professional
Services

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Learn from other Service Business CFOs as they share their transformational journey to driving insight-driven business and discuss how IFI’s unique industry designs have guided over 200 companies in achieving their goals.

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Leveraging Continuous Accounting with Envoy

Michael Pizzutillo shares Envoy’s journey in automating workforce planning to achieve timely transaction driven insights and how IFI’s design to achieving continuous accounting & planning has guided 200+ companies in achieving their goals.

EXPECT TO LEARN:

Learn about the continuous business cycle and how it’s providing real-time visibility for companies
About the staircase that 200+ companies are using to improve project and company profitability
How/Why connecting planning with accounting is key to achieving your future-state of continuous planning
Understand how project management systems and professional service automations (PSA) can improve workforce planning.

A Continuous Planning Approach to Financial Operations

Michael Pizzutillo shares Envoy’s journey in automating workforce planning to achieve timely transaction driven insights and how IFI’s design to achieving continuous accounting & planning has guided 200+ companies in achieving their goals.

EXPECT TO LEARN:

Learn about the continuous business cycle and how it’s providing real-time visibility for companies
About the staircase that 200+ companies are using to improve project and company profitability
How/Why connecting planning with accounting is key to achieving your future-state of continuous planning
Understand how project management systems and professional service automations (PSA) can improve workforce planning.

Climbing the PS Transformation Maturity Staircase with Envoy

Michael Pizzutillo shares Envoy’s journey in automating workforce planning to achieve timely transaction driven insights and how IFI’s design to achieving continuous accounting & planning has guided 200+ companies in achieving their goals.

Driving A Continuous Business Cycle with Envoy

Michael Pizzutillo shares Envoy’s journey in automating workforce planning to achieve timely transaction driven insights and how IFI’s design to achieving continuous accounting & planning has guided 200+ companies in achieving their goals.

Continuous Planning Meets Continuous Accounting

This is a transcript of a video discussion between Jim French, CFO of IFI Professionals and Darren Devine, VP Finance of Cypress Creek Renewables.

- [Jim] I mean, I know when we started out this journey about five years ago, our focus was really to drive a continuous business cycle, and how that you can go from a planning phase to an execution phase, to a monitoring phase, and then ultimately to an analyzing phase, and then that cycle would start again, right? So that you're continually planning and you're continually driving that business.

Who Can Help Me Implement My Business’s New Accounting System?

Hello, my name is Amy Lee, and I'm a project manager here, at IFI Professionals. I wanted to spend a little time with you today, to go through our implementation process, and how we ensure a seamless transition from the legacy ERP system to the Sage Intacct system  And how we can design the system in such a way that can help simplify and streamline your day-to-day processes.

How To Optimize Your Purchasing Workflow

This is a transcript of a video by Brian DiDonato, Customer Success Manager at IFI Professionals.

Today, I'm here to talk about our purchasing workflow design and how you can use it with Sage Intacct. With Intacct, you can expand upon the normal accounts payable module comparably to how order entry expands on AR to give you more flexibility.