About Calista Liotta

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2 10, 2019

An Eye-Opening, Yet Typical, Day in the Life of Your Credit Manager

2019-10-11T10:57:58-05:00October 2nd, 2019|Blog|

Before: Too Many Systems … Too Much Wasted Time Meet Julie. Julie is a credit manager in the Chicago office of a large wholesale distribution company. Each month, she and her team of five collectors oversee thousands of customer accounts and over $4.5 million in past due payments. Every Monday at 9:00 a.m., Julie receives a Microsoft Excel report that contains key information on all of her accounts. The massive file contains more than 40 columns, and thousands of rows. The spreadsheet is Julie’s primary way to track aging invoices, payments, and disputes. But the data gets old – fast. As soon as someone runs the report, the data is stale...but Julie must rely on it for the entire week. Julie does the best that she can with the information she has on hand. On Monday morning, she carves up the Excel report into actionable items for the team. She Read More